GOTION(SZ:002074) 第一商用车网·2025-05-23 06:56Core Viewpoint - The article emphasizes the rapid development of power batteries in the new energy commercial vehicle sector, particularly electric heavy trucks, while addressing ongoing challenges such as range anxiety, charging efficiency, and battery lifespan [1][6]. Group 1: Market Outlook - The expected sales of new energy heavy trucks this year is projected to reach 180,000 units, more than doubling year-on-year, with a domestic penetration rate exceeding 21% [3]. - The new energy heavy truck market is anticipated to maintain a growth rate of 30% over the next five years, with a potential penetration rate of 50% by 2030 [3]. - The market for new energy is described as a trillion-level market, indicating significant growth potential and competition that will drive technological advancements [3]. Group 2: Technological Innovations - Guoxuan High-Tech has introduced the G-series battery, which features a single pack capacity of 116 kWh and an energy density of 175 Wh/kg, significantly increasing the traditional battery capacity from 282 kWh to 464 kWh [6][9]. - The G-series battery incorporates a four-gun simultaneous charging technology and a 1000V high-voltage platform, achieving a 30% improvement in charging efficiency [6]. - The battery is designed to operate efficiently in extreme temperatures, with capabilities for precise temperature control from -40°C to 65°C [6][9]. Group 3: Competitive Strategy - The company emphasizes that "technology competition is more important than price competition," advocating for a focus on technological advancements to foster a healthy industry cycle [3][4]. - Guoxuan High-Tech has established a closed-loop system for cost control across the entire supply chain, from raw materials to battery recycling, enhancing its competitive edge [3][6]. - The G-series battery features a "zero degradation" technology, allowing for over 1.2 million kilometers of travel with no capacity loss, and a lifespan of 12 years with 10,000 cycles [9].