启明创投周志峰对话「DeepWay深向」万钧：中国科技品牌的全球化新范式

Core Viewpoint - The article discusses the global restructuring of technological paradigms and business ecosystems, focusing on DeepWay's strategies for international expansion and innovation in the electric heavy truck sector [1][2]. Group 1: Company Overview - DeepWay is recognized as China's first electric heavy truck company to achieve mass production and delivery, with a total of 2,273 orders for new energy heavy trucks signed with various domestic and international companies [2]. - The company has adopted three core strategies: self-research of key components, an internationalization route aiming for 60% overseas sales by 2030, and a focus on intelligent technology [12][15]. Group 2: Market Performance - DeepWay received 1,403 domestic orders and over 800 international orders within two weeks of a product launch, indicating strong market demand [13]. - The company emphasizes its rapid delivery capabilities, contrasting its performance with Tesla's Semi, which has delivered only over 200 units since its launch [6][7]. Group 3: Innovation and Technology - DeepWay's self-research on the three core components (battery, electric drive, and electronic control) is seen as crucial for ensuring product reliability and fostering a culture of innovation [14]. - The company has completed over 1.6 million kilometers of zero-risk testing for its L2-level autonomous driving system, showcasing its advanced technological capabilities [15]. Group 4: International Expansion Strategy - DeepWay's international strategy involves understanding the varying tariff structures across different regions, with a focus on Southeast Asia, the Middle East, and Australia, where tariffs are generally lower [22][24]. - The company aims to adopt a flexible and open approach to international partnerships, emphasizing collaboration over majority ownership in foreign markets [24][25]. Group 5: Customer Experience and Social Impact - DeepWay's L2 autonomous driving feature is included as a standard in all vehicles, allowing customers to experience the technology without additional costs, which enhances customer satisfaction [31]. - Feedback from drivers highlights the positive impact of DeepWay's trucks on their work and lifestyle, reflecting the company's commitment to serving grassroots workers and contributing to societal progress [34].