JAC(SH:600418) 第一商用车网·2025-06-03 09:35Core Viewpoint - Under the drive of the "dual carbon" goals, the new energy logistics vehicle sector is experiencing explosive growth, with the penetration rate of new energy light trucks exceeding 20% in 2024, while user concerns about range anxiety, scenario adaptability, and operational costs are raising expectations for vehicle manufacturers [1][4]. Group 1: Product Strategy - Jianghuai's new energy light truck has launched a "full scenario solution" strategy, focusing on multi-dimensional innovations in technology, products, and services to redefine the value benchmark of new energy light trucks [1][4]. - The product matrix includes three series: ES, EV, and EK, designed to meet diverse needs from urban short-haul to intercity trunk transport [4][8]. Group 2: Technical Innovations - The new energy light truck features a large battery (140/165 kWh) combined with fast charging technology, ensuring temperature control for cold chain logistics [5][11]. - Jianghuai has developed a fourth-generation liquid-cooled battery in collaboration with CATL, meeting new national standards and achieving six-dimensional safety certification [11][13]. - The chassis technology utilizes high-strength steel for improved load-bearing capacity and stability, supported by a smart manufacturing base with an investment of 5.5 billion yuan [13][18]. Group 3: User-Centric Solutions - The company emphasizes understanding user needs, such as sufficient range and convenient charging, and has introduced customized insurance solutions to help users save on costs [15][17]. - The intelligent cockpit and ADAS (Advanced Driver Assistance Systems) are standard features, enhancing operational efficiency by reducing brake wear by 20% in high-frequency stop-and-go scenarios [8][18]. Group 4: Market Positioning - Jianghuai's new energy light truck is positioned as a versatile partner for users, addressing various logistics scenarios and enhancing user value through technology and service [14][18]. - The company aims to transform urban logistics from a "single tool" to an "ecological partner," driving low-carbon transformation in the logistics industry [18].