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专用车市场变革:从“散小乱”到“高跃升”
Core Viewpoint - The specialized vehicle industry is undergoing a significant transformation, moving towards high value, high growth, and high technology, driven by innovation and the need to redefine traditional perceptions of the industry [1][2]. Group 1: Industry Transformation - The specialized vehicle sector is experiencing a leap in development, shifting from a fragmented and chaotic industry to one characterized by innovation and competitiveness [1]. - The dual drivers of green and intelligent technology are pivotal for the transformation of the specialized vehicle industry [2]. - By the end of the 14th Five-Year Plan, it is predicted that the penetration rate of electric specialized vehicles in urban logistics and public sectors will reach nearly 30% [2]. Group 2: Market Opportunities - The market for overseas production and sales of Chinese vehicles is expected to exceed 10 million units by 2030, presenting a strategic opportunity for the internationalization of commercial and specialized vehicles [3]. - The transition from fuel-based products to new energy intelligent products is essential for breaking domestic market competition and linking with global markets [3]. Group 3: Value Addition - The traditional view of specialized vehicles as mere modifications of commercial vehicle chassis is outdated; the focus should shift to adding value through advanced technologies and functionalities [4]. - Companies that capture specific scenarios and niche markets will emerge as industry leaders, leveraging intelligent technology to elevate specialized vehicles to a high-tech industry [4]. Group 4: Functional Evolution - The functional attributes of specialized vehicles are evolving from traditional tools to multifunctional high-end equipment, indicating a significant industry trend [5]. - The concept of integrated development of vehicle functions is gaining traction, moving away from the separation of commercial and specialized vehicles [5]. Group 5: Industrial Thinking - The specialized vehicle industry must adopt a large-scale industrial mindset to overcome fragmentation and enhance integration and scalability [6][7]. - Implementing automotive industrial thinking can lead to cost-effective production and the development of high-end products [7]. Group 6: Business Model Shift - The automotive industry is transitioning from a product-centric model to a lifecycle-oriented value operation model, particularly suitable for the specialized vehicle sector [8]. - Companies are encouraged to shift from merely selling vehicles to providing value-added services throughout the vehicle's lifecycle [8].