前4月出口业绩大涨 欧康动力或成福田全球布局“绿色引擎”

Core Viewpoint - Foton Motor's Q1 2025 financial report shows a 15% year-on-year revenue growth to 14.8 billion yuan and a 70% increase in net profit to 436 million yuan, driven by a 174% surge in new energy commercial vehicle sales and leading overseas exports in the industry [1][14]. Group 1: Performance Highlights - In the first four months of 2025, Oukan Power achieved total sales of 30,600 units, with overseas market performance particularly strong, showing a 58.86% year-on-year increase in sales of Foton vehicles equipped with Oukan engines [3]. - Foton's overall overseas exports grew by 11.4% in the same period, indicating a synergistic effect between Foton and Oukan Power [3]. - Oukan Power has become a core driver of sales growth for Foton's diverse product range, particularly in the overseas markets [3][5]. Group 2: Technological Advancements - Oukan Power's technology is rooted in a new generation of lightweight power platforms developed in collaboration with Ricardo, focusing on low fuel consumption, low noise, and lightweight advantages across various vehicle types [7]. - The Oukan F2.5 engine utilizes dual swirl stratified fuel technology, reducing overall fuel consumption below the industry average, while the F2.0 engine achieves a low-speed torque of 250 Nm, enhancing acceleration performance by 10% [9]. - Oukan Power's manufacturing facility in Weifang, Shandong, adheres to Germany's Industry 4.0 standards, achieving 100% automation in key processes and a 30% reduction in engine production cycles [9]. Group 3: Global Strategy and Market Adaptation - Oukan Power is actively participating in Foton's globalization strategy, forming a super power ecosystem alliance with international manufacturers and providing customized products to address regional challenges [10][12]. - The company has established a digital service network that quickly responds to user needs in extreme environments, helping to reduce operational costs through lower urea consumption and longer DPF regeneration mileage [12]. - Oukan Power's localized service capabilities are gradually strengthening, supported by Foton's 22 KD factories worldwide, indicating a shift from "product output" to "ecosystem empowerment" [12]. Group 4: Strategic Importance - Oukan Power is positioned as a "power cornerstone" in Foton's strategy, supporting explosive growth in the terminal market and contributing to Foton's ambition to become a "world-class commercial vehicle enterprise" [14].