远程2030要实现国内商用车销量第一、全球新能源商用车第一！2026年怎么干？| 头条

Core Viewpoint - The article discusses the "30111" strategy launched by the leading brand in the new energy commercial vehicle sector, aiming to achieve a sales target of 1 million units annually by 2030, positioning itself as the top seller in both domestic and global markets for new energy commercial vehicles [1][28]. Group 1: Strategic Development - The company has established a new strategic path focusing on technology, product upgrades, ecosystem development, and globalization to enhance its competitive edge and drive high-quality growth [4]. - The penetration rate of new energy commercial vehicles is projected to reach 30% in 2025 and 40% in 2026, with expectations to exceed 70% by 2030, indicating a significant market demand and competitive landscape transformation [5]. Group 2: Sales and Market Performance - The company has achieved a compound annual growth rate of over 120% in sales over the past five years, with monthly sales reaching nearly 25,000 units, and cumulative sales surpassing 500,000 units by 2025 [7]. - The overseas market has seen a remarkable growth of nearly 500% year-on-year, with the company becoming the top exporter in key markets such as the UK, Spain, Belgium, and Australia, covering 26 countries and regions globally [9]. Group 3: Technological Advancements - The company is defining the 3.0 generation standards for the industry, focusing on AI integration, advanced hardware, and top-tier services to enhance productivity and operational efficiency across the entire vehicle lifecycle [10]. - The introduction of the AI cloud control system combined with the "alcohol-hydrogen + electric" power solution aims to significantly improve the efficiency and lifespan of the powertrain [12]. Group 4: Product Development - The company plans to launch a comprehensive product matrix in 2026, covering various vehicle types including light trucks, heavy trucks, vans, buses, and unmanned vehicles, all designed for the 3.0 era [16]. - The new "X platform" for light trucks will support a total weight range of 4.5 to 14 tons and a power range of 120 kW to 235 kW, with performance exceeding industry averages [18]. Group 5: Ecosystem and Financial Services - The company has developed a three-tier ecosystem to provide comprehensive lifecycle services, including vehicle ownership, usage, and replacement, alongside financial support plans totaling 240 billion yuan [15]. - The ecosystem aims to transition from a manufacturing-focused enterprise to a service-oriented one, enhancing value creation through partnerships and comprehensive service offerings [15].