“关键先生”的二次本土化：博世以全栈解决方案应对商用车变革

Core Viewpoint - Bosch Commercial Vehicle Group emphasizes three core principles: "Rooted in China, Adapt to Trends, and Co-create Value" to navigate the evolving automotive landscape [2][3]. Strategic Developments - On December 5, Bosch Commercial Vehicle Group held a media open day at Bosch Hydrogen (Chongqing) Co., Ltd., unveiling an upgraded strategy and comprehensive technology solutions, highlighting the shift towards diverse powertrains, including hydrogen [2]. - The penetration rate of new energy in commercial vehicles has surged from single digits to 30% in recent years, presenting both challenges and opportunities for manufacturers and suppliers [2]. Technological Innovations - Bosch is focusing on Total Cost of Ownership (TCO) as a key decision-making factor for commercial vehicle users, emphasizing the need for tailored solutions based on specific application scenarios [5][7]. - The company is integrating various technologies, including power systems, electric drive, thermal management, steering, and driver assistance systems, to provide customized solutions for different operational contexts [7][9]. - Bosch has developed a new Electric Brake System (EBS) to enhance safety in new energy commercial vehicles, aligning with China's evolving safety standards [13]. Market Positioning - Bosch aims to transition from a traditional supplier role to a strategic partner in the industry, collaborating closely with manufacturers for synchronized development and innovation [7][18]. - The company is committed to a multi-technology approach, supporting diesel, natural gas, methanol, pure electric, and hydrogen fuel technologies to meet diverse market demands [21]. Organizational Changes - Bosch has restructured its automotive business, forming the Bosch Intelligent Mobility Group and subsequently the Commercial Vehicle Group, to enhance efficiency and collaboration across various business segments [2][15]. - The company is deepening local partnerships in China to foster innovation and adapt to market needs, leveraging its extensive experience in the region [15][18]. Future Outlook - Bosch anticipates significant growth in hydrogen fuel cell commercial vehicles, projecting an increase from under 10,000 units to around 100,000 units by 2027, contributing to national targets [23]. - The company is embracing the concept of "software-defined vehicles," integrating software capabilities across various domains to enhance vehicle intelligence and performance [24].