合肥押中第二个“蔚来”！人大校友造电动卡车，干出全球第一

Core Viewpoint - Deepway is positioned as a leading player in the global new energy heavy truck market, with significant growth in revenue and delivery volumes, backed by strong capital support and strategic partnerships [2][3][18]. Company Overview - Deepway was founded in 2020 and is recognized as one of the earliest new forces in the heavy truck sector in China [5]. - The company has achieved rapid revenue growth, with projected revenues nearing 2 billion yuan in 2024 and over 1.5 billion yuan in the first half of 2025 [18]. - Deepway has delivered approximately 6,400 new energy heavy trucks to date, with a strong market presence [18]. Business Model and Strategy - The company employs a "two-phase" development strategy focusing on product market penetration and operational efficiency through smart technology [11][16]. - Deepway's first product, the "Deepway Star," was launched in 2021, and the company has seen significant delivery growth since then [11]. - The company has developed a fully self-researched electric drive system, which has led to a cost reduction of 18.7% compared to traditional fuel trucks [15][12]. Market Position and Performance - According to a report, Deepway ranks first in the global market for new energy heavy trucks defined by positive design, with a market share of 2.7% [16]. - The company is expected to continue its growth trajectory, with a focus on expanding its international presence and enhancing its smart technology offerings [24][25]. Financial Performance - Deepway's revenue structure is heavily reliant on new energy heavy truck sales, accounting for over 99% of total revenue [18]. - The company has recorded losses during its strategic investment phase, with significant investments in technology development and production capacity expansion [20][31]. - The company has raised a total of 1.96 billion yuan through multiple funding rounds, with notable investors including Baidu and various venture capital firms [31][34]. Industry Outlook - The new energy heavy truck sector is experiencing rapid growth, with global sales projected to reach 70.3 million units by 2030, and the market size expected to exceed 806 billion USD [23]. - China is leading the global transition to new energy heavy trucks, with a projected market penetration rate of 53.5% by 2030 [23]. - Deepway's strategy includes expanding into international markets, with initial exports already taking place in regions such as the Middle East and Southeast Asia [24].