SAIC MOTOR(SH:600104) 第一商用车网·2025-07-28 06:59Core Viewpoint - The article highlights the rapid product development and market strategy of SAIC Yuejin in the new energy urban distribution logistics sector, emphasizing the launch of the T2 and T3 models to capture market opportunities and meet user demands for electric vehicles [1][16]. Group 1: Sales Performance and Market Position - In the first half of the year, SAIC Maxus delivered 107,000 vehicles, a year-on-year increase of 11.2%, with new energy vehicles surging by 69%. Yuejin's performance was particularly notable, with a 132.9% year-on-year growth in June and an overall increase of 89.1% for the first half of the year [3][4]. - The new energy light truck segment saw a remarkable growth of 481% in June and 206% in the first half of the year [3]. Group 2: Product Innovation and User-Centric Design - The T2 and T3 models are designed with a focus on user scenarios, addressing specific needs such as high capacity and safety. The T2 offers a cargo space of 18.3m³, which is 20% larger than similar products, while the T3 is tailored for urban delivery with enhanced flexibility [5][13]. - The T2 and T3 models feature real-world tested range data, with the T2 achieving a range of 210 km under full load and the T3 achieving 180 km, ensuring minimal deviation from advertised specifications [7]. Group 3: Charging and Service Solutions - The T2 supports 2C ultra-fast charging, while the T3 supports 1.2C fast charging, compatible with over 95% of public charging stations in China. The company also provides a "Yuejin Charging Map" for users to find available charging stations [9]. - Comprehensive service commitments include three years of free roadside assistance and an eight-year/600,000 km warranty on the battery system, enhancing user confidence in the Yuejin brand [11]. Group 4: Cost Efficiency and User Value - The T2 and T3 models are designed to optimize total cost of ownership (TCO) and operational efficiency, aiming to help logistics operators increase profits and reduce concerns. The T2 is positioned as a "money-making tool," while the T3 is seen as an "end delivery expert" [12][13]. - The electric models offer significant cost savings, with estimates suggesting that a vehicle running 30,000 km annually can save over 20,000 yuan in operating costs compared to fuel vehicles [15]. Group 5: Strategic Vision and Future Plans - The continuous launch of the T-series products signifies SAIC Yuejin's commitment to innovation and user value, aiming to redefine the competitive landscape of new energy light trucks [16][17]. - Future plans include developing customized versions for cold chain and green transportation scenarios, as well as advancing solid-state battery technology to enhance vehicle range beyond 400 km [11].