2025年上半年，中国汽车市场正经历"存量竞争加剧、价格战持续、新能源渗透突破"的三重周期叠加。 乘联会数据显示，上半年国内乘用车销量同比增长10.8%至1090.2万辆。然而，供过于求的存量竞争格局进一步加剧，整车厂为争夺 份额持续扩张产能，需求增速滞后于产能增速。竞争形态上，价格战仍处高位，上半年新车价格平均降幅达11.4%，上游零部件供应 商、主机厂及渠道经销商均面临巨大盈利压力。产业结构上，新能源渗透率达50.2%（6月单月突破53.3%），既挤压传统燃油车份 额，也推动行业竞争重心从价格战转向技术与服务竞争。 在此背景下，从规模扩张转向质量优先成为经销商破局的核心方向，永达汽车（03669）2025年中期业绩报告，恰以"库存可控、现金 流稳健、服务增厚"的实践，为行业提供了韧性发展样本。 财报数据显示，公司上半年实现营收270.72亿元（人民币，下同），扣除相关资产减值影响后保持盈利。同时，公司经营质量指标稳 步改善，库存周转天数26.3天，同比减少0.4天，有效规避新车价格波动风险；经营活动所得现金净额11.67亿元，同比显著增长 66.9%，为业务调整提供资金支撑；期末净负债比率9.8%，同比下 ...

本报记者 刘钊 近日，一汽解放集团股份有限公司（以下简称"一汽解放"）在无锡正式发布"解放绿动"品牌。未来，一汽解放正式将后市 场业务以"解放绿动"品牌独立运营，标志着这家商用车领军企业从"传统卖车"向"全生命周期解决方案提供商"转型迈出关键一 步，在行业存量竞争加剧的当下，开辟出一条以绿色循环为核心的后市场新赛道。 一汽解放董事长李胜在品牌发布会后接受《证券日报》记者采访时表示，后市场业务作为一汽解放拓展价值链、优化产业 布局、打造新增长极的关键一环，是"再造一个解放"全新构想的重要支撑。 跳出同质化竞争 当前，商用车行业正处于"需求调整、格局重塑"的关键转型期。前端市场"内卷"加剧，产大于销的供需矛盾持续凸显，国 内中重卡年新车需求量仅70万辆，而行业保有量却高达千万辆级。在此背景下，一汽解放率先跳出"前端拼销量"的同质化竞 争，将目光投向存量市场，以"解放绿动"品牌独立运营后市场，背后是多重战略考量的深度叠加。 李胜表示："延长车辆生命周期、推动绿色再制造是实现减碳的重要路径。" 当前商用车材料工艺与制造水平已能支撑车辆使用10年甚至20年，过去因行业规范不足，部分车辆8年便面临淘汰，造成 资源极大浪费 ...

Core Viewpoint - The commercial vehicle industry is entering a new stage of transformation, focusing on electrification, intelligence, and service-oriented development, expanding the industrial value chain from manufacturing to a full lifecycle approach [1] Group 1: Development History - The 20-year journey of Weichai's aftermarket business began with deep market insights, officially launching in 2005 and transitioning to a regional dealer model in 2006 [2] - From 2008 to 2011, Weichai established remanufacturing and oil product companies, enhancing supply chain capabilities alongside the launch of specialized store models in 2012 [2] - Between 2014 and 2018, Weichai explored a VIP customer model and embraced digital transformation, leading to significant growth in aftermarket services [2] Group 2: Achievements and Growth - Weichai's aftermarket business has achieved a nearly 30% compound annual growth rate since 2005, reflecting strong market influence and competitiveness [5] - In the first half of 2025, Weichai made significant strides in customer care, brand image enhancement, and improved order delivery efficiency, with a 7% year-on-year increase in order fulfillment rates [8] - The introduction of the "Weichai Tongxing" app and the establishment of the W-TCO club signify Weichai's commitment to becoming a comprehensive solution provider [10][12] Group 3: Future Outlook - Weichai aims to enter a new development phase in the next 20 years, focusing on expanding domestic and international markets, enhancing product offerings, and establishing a strong service network [6][12] - The company has set a target to achieve a hundred billion in aftermarket business by 2025, emphasizing the importance of customer satisfaction and brand loyalty [12][13]

Core Viewpoint - The article highlights the upcoming 18th China Scientific Instrument Development Annual Conference (ACCSI 2025) scheduled for May 11-13, 2025, in Shanghai, focusing on the development of the scientific instrument industry in China and the seventh Life Science Instrument Development Forum as a high-end dialogue platform for industry leaders and experts to explore trends and high-quality development paths [2][3]. Group 1: Event Details - The 18th China Scientific Instrument Development Annual Conference aims to promote healthy and rapid development in the Chinese scientific instrument industry by facilitating effective communication among various stakeholders including government, industry, academia, research, application, investment, and media [3]. - The seventh Life Science Instrument Development Forum will take place on the morning of May 13, 2025, gathering industry leaders, technical experts, and industry elites to discuss cutting-edge trends and high-quality development paths [3]. Group 2: Attendees and Their Roles - Notable attendees include: - Guo Lei, Chairman/General Manager of Dalongxing Experimental Instruments (Beijing) Co., Ltd. - Liu Jiang, Vice President and General Manager of Greater China at Ruifudi - Bai Jingwei, Co-founder and Chief Scientist of Chengdu Qitan Technology Co., Ltd. - Liu Jiapeng, CEO of Shanghai Huixiang Information Technology Co., Ltd. - Liu Gang, Chairman and Chief Scientist of Liangzhun (Shanghai) Industrial Co., Ltd. [5][6]. Group 3: Forum Value Proposition - The forum offers strategic insights covering the localization strategies of international giants and the innovative breakthroughs of domestic enterprises across the entire industry chain [6]. - It addresses technological frontiers including AI integration, sensor miniaturization, and after-market services, providing opportunities for resource matching and direct dialogue with decision-makers from leading enterprises [6].