以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉 利抱团新能源商用车，能否打破这一魔咒？ 作者： 濮振宇 封图：图虫创意 1月28日，广汽领程新能源商用车有限公司（下称"广汽领程"）与吉利旗下浙江远程新能源商用车 集团有限公司（下称"吉利远程"）在广州签署战略合作协议，双方计划围绕客车、VAN类产品推 广以及甲醇电动动力应用、能源加注等生态建设方面开展深度合作。 对于这一合作，吉利远程方面对经济观察报表示，吉利远程与广汽领程的合作还处于初步阶段，暂 时无法透露更多其他具体信息。 从行业来看，广汽领程与吉利远程的合作，是又一起自主整车企业合作的案例。对于已在新能源商 用车领域实现销量领先的吉利远程来说，这是打破区域市场壁垒、寻求新增量的重要一步。对于刚 完成品牌焕新的广汽领程而言，此举是战略性补短，也是其"轻资产"策略的又一个支点。 不过，以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉利抱团新能源商用车，能否打 破这一魔咒？ 领程转型 广汽领程的前身是广汽日野，作为一家中日合资商用车企业，广汽日野在燃油车时代曾凭借日野技 术占据高端市场，但在新能源转型中因决策迟缓而错失先机。2024年的股权重组， ...

Core Viewpoint - GAC Lingcheng and Geely Remote have signed a strategic cooperation agreement to collaborate on electric commercial vehicles, methanol electric power applications, and energy refueling infrastructure, marking a significant step for both companies in the competitive new energy commercial vehicle market [2][6]. Company Overview - GAC Lingcheng, formerly GAC Hino, has undergone a brand transformation to accelerate its shift towards new energy commercial vehicles, following a restructuring that increased GAC Group's stake to nearly 90% [2][3]. - Geely Remote, established in 2016, 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 as of 2025 [5]. Market Context - The collaboration between GAC Lingcheng and Geely Remote is seen as a strategic move to break regional market barriers and seek new growth opportunities in the competitive landscape dominated by players like BYD and Yutong in the Guangdong market [2][3][5]. - The commercial vehicle market in China is experiencing structural adjustments, with a shift towards low-speed growth and increasing competition in the new energy sector [8][9]. Strategic Implications - GAC Lingcheng's "light asset" strategy aims to minimize research and development costs by leveraging partnerships rather than solely relying on internal development, which is crucial given its limited R&D budget [4][6]. - The partnership is expected to enhance GAC Lingcheng's product offerings in the VAN and bus segments, where it currently lacks a strong foundation [3][4]. Technological Collaboration - The cooperation includes the development of methanol electric power applications, with Geely Remote being one of the few companies in China to focus on this technology, which has the potential to address energy infrastructure challenges in the region [6][8]. - The collaboration is positioned to utilize GAC's local resources to reduce market entry costs for Geely Remote in key cities like Guangzhou, enhancing their competitive edge [6][8]. Industry Trends - The trend of collaboration among commercial vehicle manufacturers to share the costs and risks associated with new energy transitions is becoming more common, as seen in recent partnerships across the industry [9].

1月28日，浙江远程新能源商用车集团有限公司与广汽领程新能源商用车有限公司在广州正式签署战略合作协议。双方将围绕客车、 VAN类产品推广以及甲醇电动动力应用、能源加注等生态建设方面开展深度合作，共同推动我国商用车产业向绿色、智能方向加速转 型。 广州公交集团党委书记、董事长覃海宁，远程新能源商用车集团CEO范现军，副总裁丁鼎，广汽集团执委、广汽领程总经理张志勇，广 汽领程首席营销官杨林等共同出席签约仪式。 根据协议，双方将整合各自渠道、品牌、服务等资源，共同聚焦广州及周边城市联合开展市场推广等工作。通过优势互补、资源共享， 加快新能源商用车的技术迭代与市场普及，共同应对行业变革，提升在中国商用车市场的整体竞争力。 远程新能源商用车坚持以研发为先导，以创新商业模式为基础，打造新能源商用车第一品牌，过去五年内实现年度复合增长率超 120%，稳扎稳打稳健发展引领绿色商用。截至2025年，已连续4年斩获新能源商用车行业年度冠军，持续领跑行业。 广汽领程作为广州汽车集团股份有限公司下属商用车版块的核心企业，拥有近二十年的深厚造车底蕴，在整车设计、技术集成与智能制 造方面具备显著优势。 作为本次战略合作签约仪式的重要见证 ...