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交卷!博世商用车集团的术、道、势
Zhong Guo Qi Che Bao Wang· 2025-12-11 06:21
Core Insights - Bosch Commercial Vehicle Group is transitioning from a core component supplier to a full-stack solution provider, integrating traditional diesel systems, electric drive, motion control, and intelligent driving assistance into a comprehensive strategy for commercial vehicle transformation in China [2][20]. Group 1: Technological Advancements - The event showcased Bosch's electric drive axle and electronic brake control system (EBS), highlighting the significant increase in the penetration rate of new energy commercial vehicles in China, which reached 30% [4][6]. - The electric drive axle integrates key components like motors and gearboxes, reducing energy loss and saving space for battery systems, with Bosch having initiated its development in 2021 [8][10]. - The EBS system enhances safety, reliability, and economic efficiency, achieving up to a 5% reduction in energy consumption for electric heavy trucks, translating to annual savings of at least 2000 yuan per vehicle [12][10]. Group 2: Market Trends and Projections - The penetration rate of new energy commercial vehicles is expected to exceed 50% by 2030, driven by market forces rather than just policy [6][20]. - The shift from a "segmented market" to an "application scenario" driven approach indicates a need for comprehensive vehicle design to meet diverse operational demands [15][20]. Group 3: Product Offerings - The "Super Heavy Truck" and "Super Light Truck" platforms are designed to meet specific logistical and urban delivery needs, focusing on efficiency, safety, and low energy consumption [17][18]. - Bosch's approach emphasizes modular and integrated solutions, moving away from merely stacking technologies to creating cohesive systems that enhance overall vehicle performance [18][20]. Group 4: Strategic Vision - Bosch is committed to long-term collaboration with partners, focusing on cross-domain integration to create intelligent solutions for commercial vehicles [20][21]. - The establishment of Bosch Hydrogen Systems in Chongqing exemplifies the company's commitment to hydrogen fuel technology and its potential for future growth in the commercial vehicle sector [23][24].