JAC(SH:600418) 第一商用车网·2025-05-28 04:30Core Viewpoint - The commercial vehicle industry in China is undergoing unprecedented transformation, with a penetration rate of new energy vehicles exceeding 20% and increasing emission regulations. User demands are shifting towards "efficient and intelligent" solutions rather than just "high capacity and speed." Jianghuai Commercial Vehicles is leveraging its 61 years of technological foundation and focusing on "user value" through deep integration of intelligence, new energy, and customized solutions, showcasing its strategic and socially responsible approach during this industry reshuffle [1]. Group 1: Technological Strategy - Jianghuai Commercial Vehicles has adopted a four-pronged technological strategy encompassing fuel, hybrid, pure electric, and hydrogen energy, creating a product matrix that covers various scenarios such as light trucks, heavy trucks, cold chain, and urban distribution [4]. - The company has introduced the industry's first "LNG+CNG+fuel" tri-energy vehicle, catering to long-haul needs with a gas bottle capacity ranging from 180 to 1200 liters. In the pure electric sector, the ES9 refrigerated vehicle features high-density batteries from CATL, achieving 60% charge in just 18 minutes, alleviating range anxiety for users [6]. - Jianghuai's "Starlink No. 1 Technology Platform" enables modular development, transitioning from traditional transport tools to a smart logistics ecosystem, providing tailored solutions for specific user scenarios [8]. Group 2: Innovation and User Value - Jianghuai's competitive edge is attributed to its "60-year foundational gene and all-domain technological innovation," focusing on three core technological breakthroughs that set industry benchmarks [9]. - The fourth-generation chassis technology enhances load capacity by 30% and improves ride comfort by 40% on bumpy roads, while also reducing vehicle weight by 15%, leading to a 12% increase in transport efficiency [9]. - The self-developed "Intelligent Control 3.0 System" maintains battery temperature within 3°C, significantly improving winter and seasonal range by 10% and 15% respectively, while achieving a low energy consumption of 1.05 kWh/km [9]. Group 3: User Engagement and Community Building - Jianghuai Commercial Vehicles has initiated the "Chasing Light Plan," establishing a 1 billion yuan fund to reward users who drive 1 million kilometers with 8,000 yuan purchase funds and 2,000 yuan service vouchers, enhancing brand loyalty and demonstrating commitment to building a value community with users [14]. - Real user stories highlight the impact of Jianghuai vehicles, such as a fleet of nearly 500 light trucks aiding farmers in harvest operations and the ES9 refrigerated vehicle significantly reducing cold chain transport costs [12][14]. - The company emphasizes that every vehicle represents a family's livelihood, and each journey is a response to trust, reinforcing its dedication to user value [15]. Group 4: Future Outlook - Jianghuai Commercial Vehicles aims to redefine the global competitive landscape of the commercial vehicle sector through its commitment to "technological inclusivity" and "coexistence with users," addressing industry pain points and amplifying user value [17]. - The ongoing value expedition, which began in Hefei, is expected to reshape the future of China's commercial vehicle industry [18].