证券日报网讯12月18日，曙光股份（600303）在互动平台回答投资者提问时表示，公司十分重视研发工 作，不断优化研发资源配置，以保持或者提升公司产品竞争力。公司车桥业务在保持原研发优势的基础 上，加速拓展新能源驱动桥产品平台，加强三合一平行轴电驱桥、电子差速锁等产品研发工作；皮卡产 品向乘用化、电动化转型，研发了纯电N2、宿营类皮卡等产品；客车业务持续丰富新能源产品型谱， 通过了氢能源客车准入，新研了6.6米客货邮产品和微循环V8客车。公司始终秉持开放共赢的理念，欢 迎并愿意与产业链上战略协同一致的优秀公司开展合作。公司若有重大合作等事项将依照相关监管规则 和公司章程履行审批和信息披露程序，请关注公司在法定媒体的定期报告及临时公告。公司坚持以汽车 整车与底盘系统为战略方向，坚持"双轮"驱动，整体协同发展，全力开拓国内、国际两大市场。聚焦核 心产品和业务，全面重塑产业链、供应链和价值链，形成"三链协同"新局面，由传统制造商向解决方案 提供商转型，实现高质量运行，可持续发展。 ...

Core Viewpoint - The electronic differential lock (EDL) technology enhances vehicle traction and stability in low-traction environments and extreme off-road conditions, with a projected global market growth from $2.056 billion in 2024 to $3.041 billion by 2031, reflecting a CAGR of 5.95% from 2025 to 2031 [4][5][7]. Market Overview - The global electronic differential lock market is expected to reach $2.150 billion in 2025, with a CAGR of 6.14% from 2020 to 2025 [4]. - In China, the electronic differential lock market revenue is projected to grow from $0.229 billion in 2024 to $0.388 billion by 2031, with a CAGR of 7.76% from 2025 to 2031 [8]. Regional Insights - The Asia-Pacific region, including China, Japan, South Korea, India, and Southeast Asia, is becoming increasingly significant in the electronic differential lock market [9]. - Germany is expected to maintain its leading position in Europe, with a CAGR of 5.68% from 2025 to 2031 [9]. Industry Characteristics - The electronic differential lock industry is transitioning towards electric control and intelligent integration, with systems increasingly able to automatically manage torque distribution based on various signals [13]. - The application of electronic differential locks is expanding from high-end off-road vehicles to mainstream models, including mid-size SUVs and light commercial vehicles [13]. - Integration with new energy platforms is also emerging, with electric and hybrid vehicles utilizing electronic differential locks for enhanced performance [13]. Development Drivers - The rising demand for off-road and multi-scenario driving capabilities is driving the need for electronic differential locks, particularly in SUVs, pickups, and light commercial vehicles [14]. - The proliferation of electronic control systems and enhanced vehicle integration capabilities are providing a solid foundation for the adoption of electronic differential locks [15]. - Regulatory policies and safety standards are encouraging the integration of differential control functions in vehicle designs, especially in markets with stringent off-road performance requirements [15]. Challenges - The complexity of technology and cost pressures are significant barriers, as electronic differential locks require high-performance materials and manufacturing processes [17]. - Reliability and durability challenges exist, particularly under harsh conditions, necessitating robust design and testing protocols [17]. - There is a lack of consumer awareness regarding the functionality and value of electronic differential locks, which may hinder market growth [17]. Barriers to Entry - High technical research and development barriers exist due to the integration of mechanical, electronic, and software components in electronic differential locks [18]. - The need for high-precision manufacturing and material requirements poses challenges for new entrants [18]. - A comprehensive testing and validation system is essential for meeting automotive supply standards, which can be a barrier for companies lacking such capabilities [18]. Competitive Landscape - Major global manufacturers in the electronic differential lock market include Eaton, AAM, GKN Automotive, ZF, and Dana, with increasing competition expected, particularly in the Chinese market [10][12].