Core Insights - DeepWay has completed a Pre-IPO financing round of 1.177 billion yuan, led by PwC Capital, with participation from multiple investors [1] - The funds will primarily be used for the operation and development of the company's core business [2] - DeepWay aims to transition from policy-driven to market-driven growth in the new energy heavy truck sector, with significant market potential projected [2] Company Overview - Founded in July 2020, DeepWay's core shareholder is Baidu, with its CEO being the founder of logistics company Lion Bridge Group [2] - The company has launched three models of new energy heavy trucks and is the exclusive partner of Baidu's intelligent driving technology in the commercial vehicle sector [2] - DeepWay has completed four rounds of financing, totaling over 3.1 billion yuan [2] Market Dynamics - The new energy heavy truck market is experiencing explosive growth, with total sales reaching 231,100 units in 2025, a year-on-year increase of 182% and a market penetration rate of 28.89% [2] - Industry forecasts predict that the penetration rate of new energy heavy trucks will reach 35% by 2026 and exceed 50% by 2030, with the market size expected to surpass 250 billion yuan [2] Competitive Landscape - The industry participants are categorized into two groups: traditional companies like China National Heavy Duty Truck Group and FAW Jiefang, which are transitioning to new energy, and new energy heavy truck "new forces" like DeepWay [2] - DeepWay differentiates itself by focusing on a forward-thinking design philosophy and has achieved self-research in key components [3] Technological Advancements - DeepWay has delivered approximately 6,400 new energy heavy trucks as of June 2025 and is advancing the large-scale application of its auxiliary driving systems [3] - The company employs a subscription model for its intelligent driving services, with increasing rates of subscription for its latest models equipped with L2-level auxiliary driving hardware [3] - DeepWay is conducting tests for autonomous driving in various regions and aims for large-scale deployment of intelligent convoy systems [3] Investment Perspectives - Investors recognize DeepWay's systematic advantages in intelligent driving, emphasizing the integration of vehicle and driving technology for high reliability and safety [4] - The company is seen as a potential leader in the future of intelligent road freight due to its unique strategic path and strong technological barriers [4] - DeepWay's mission aligns with investor goals of reducing emissions and decarbonizing the freight sector through innovative electric and intelligent technologies [5]
Deepway深向完成11.77亿元Pre-IPO轮融资，加速重卡电动化与智能化｜36氪独家
3 6 Ke·2026-01-26 13:37