JMC(SZ:000550) 第一商用车网·2025-12-27 03:25Core Viewpoint - Jiangling Ford celebrates its 30th anniversary, emphasizing its commitment to quality, safety, and efficiency in the light commercial vehicle (LCV) market, having served over 1.3 million customers and maintained a leading position in the market [1] Group 1: Strategic Direction - Jiangling Ford plans to leverage its 30 years of manufacturing experience and market insights to focus on trends in new energy, intelligence, and personalized consumption, aiming for systematic innovation and comprehensive layout [1] - The company has established new energy as a core strategy, utilizing the E-Fushun platform to target the mid-size electric van segment, achieving optimal balance in space utilization, operational efficiency, and safety [4][6] Group 2: Market Trends and Projections - The penetration rate of new energy LCVs in China is expected to exceed 70% by September and October 2025, a significant increase from 56.37% in 2024, indicating a rapid shift in the industry landscape [3] - By 2030, traditional fuel vehicles are projected to hold 20% to 30% of the market share, with a "three-legged" structure emerging in the new energy sector, comprising pure electric vehicles, plug-in hybrids, and hydrogen fuel technologies [7] Group 3: Product and Technology Development - Jiangling will continue to upgrade the E-Fushun platform, focusing on breakthroughs in smart driving, ultra-fast charging, and long-range capabilities while expanding into overseas markets [6] - The company aims to enhance its intelligent capabilities by establishing a dedicated software and ecosystem company, focusing on larger, heavier-duty autonomous vehicles rather than low-threshold small delivery vehicles [9] Group 4: Customization and Ecosystem Development - Jiangling Ford has built a mature global engineering and management system, optimizing over 6,000 items to meet complex market demands in China, and is committed to a "co-creation and win-win" philosophy in its customization ecosystem [11] - The company is proactively developing its electric platform's customization ecosystem, focusing on higher configurations, longer ranges, and stronger load capacities, while ensuring compatibility with smart devices like drones [13]