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全面发力商用车动力市场 潍柴蹚出了新路径
Core Viewpoint - Weichai has established a new path for "Chinese manufacturing" towards high-quality development, showcasing its comprehensive layout in both traditional and new energy sectors through the launch of seven new products at its 2026 business conference [1] Market Position and Growth - Weichai has achieved comprehensive growth in the commercial vehicle power market, maintaining a market share of 34% in heavy-duty engines with projected sales of 270,000 units by 2025, and leading the gas power sector with a 55% market share and sales exceeding 110,000 units [3][4] - The company has also projected a 10% year-on-year increase in light truck sales, expecting to surpass 710,000 units, and aims for a 52% market share in the bus segment with sales of 25,000 units [3] Product Development and Innovation - Weichai has achieved full coverage of 2-17L power in the commercial vehicle sector, launching the world's first diesel engine with thermal efficiency exceeding 53%, and introducing new high-power products aimed at enhancing fuel efficiency [4][6] - The company emphasizes transforming technical advantages into actual user benefits, with the NG4.0 platform expected to sell over 30,000 units by 2025, reflecting strong market trust and economic returns for truck drivers [6] New Energy Strategy - Weichai is positioning itself for future growth in the new energy sector, with plans for its new energy industrial park to generate sales exceeding 3.5 billion yuan in 2025 and a projected 170% increase in battery sales [10][12] - The company has developed a comprehensive product matrix in the new energy sector, including over 100 battery products and 30 motor products, focusing on safety, durability, efficiency, and lightweight design [12] Collaboration and Industry Leadership - Weichai calls for collaboration with partners to navigate the challenges of the evolving commercial vehicle industry, emphasizing the importance of market insight, service collaboration, and data sharing [13] - The company aims to build a resilient industrial ecosystem through a complete layout of traditional and new energy products, continuous optimization of classic products, and tailored services [13]