ZTBH(SZ:000957) 第一商用车网·2025-12-06 13:48Core Viewpoint - The article highlights the robust recovery of the domestic tourism market and the transformation of the tourism passenger transport industry, emphasizing the shift from price competition to value creation, with a focus on high-quality development and innovative product offerings by Zhongtong Bus [1][3]. Group 1: Market Trends and Developments - By the third quarter of 2025, domestic residents' travel reached 4.998 billion trips, marking an 18.0% year-on-year increase, indicating a strong recovery in inbound tourism [1]. - The tourism passenger transport industry is experiencing a significant transformation, moving from a focus on capacity to an emphasis on experience, which is reshaping the value chain of the industry [3][5]. - The demand for group passenger vehicles is increasing, driven by the recovery of the tourism and group commuting markets, as well as the penetration of new energy buses in specific scenarios [3][5]. Group 2: Zhongtong Bus Innovations - Zhongtong Bus has launched a comprehensive suite of innovative products and services aimed at reshaping the industry value chain, with a focus on high-quality development [1][5]. - The market share of Zhongtong Bus's group products over 8 meters increased to 11.6% from January to October 2025, reflecting the company's successful product development and promotion efforts [5]. - The 2026 product lineup includes 46 models across various platforms, focusing on safety, efficiency, and customer experience, thus leading the industry towards a new phase of value creation [7][9]. Group 3: Smart Solutions and Service Enhancements - Zhongtong Bus introduced a new smart solution that combines assisted driving, a smart cockpit, and a vehicle networking big data platform, aiming to enhance the overall value chain of group passenger transport [15][16]. - The smart cockpit features advanced technologies such as intelligent air conditioning and AI voice interaction, providing an immersive driving experience [18]. - The "Zhongtong U·Serve" global service brand was launched to offer a comprehensive service solution, addressing customer needs throughout the vehicle's lifecycle and enhancing operational efficiency [23][25]. Group 4: Strategic Partnerships and Collaborations - The event recognized 44 customer representatives as "Zhongtong Bus Group Brand Promotion Ambassadors," highlighting the importance of strategic partnerships in building brand trust and value [13][14]. - The focus on collaboration reflects the industry's shift towards a dual-driven model of "product + service," emphasizing the need for reliable partners in the commercial vehicle sector [23]. Group 5: Future Outlook - Zhongtong Bus's initiatives in launching the 2026 product line and service brand are seen as a proactive response to the evolving demands of the tourism transport market, marking a significant step in the industry's value reconstruction journey [27].