Core Insights - Beijing Off-road has launched the ELMT Max future prototype vehicle and opened pre-orders for the BJ40 Explorer, aiming to capitalize on the "boxy" market trend with a series of new products [1][4] Group 1: Product Launches - The ELMT Max is described as potentially the most extreme off-road vehicle in China, showcasing advanced off-road technology and a commitment to adventure [2] - The BJ40 Explorer is positioned as a significant product in China's off-road vehicle market, with a history of success in international competitions [4][5] Group 2: Sales Performance - From January to October, Beijing Off-road achieved sales of 113,000 units, with "boxy" vehicle sales increasing by 110% year-on-year, and monthly sales exceeding 15,000 units for the past two months [1] Group 3: Design and Features - The ELMT Max features a unique "doorless design" for an immersive outdoor experience and a modular system for customization, enhancing its versatility [2][3] - The new design philosophy, named "ELEMENTAL," focuses on four core pillars: Earth, Sturdy, Joyously Active, and Phygital, aligning with customer interests in adventure and outdoor living [3] Group 4: User Engagement - A collaborative naming activity for the ELMT Max is open until March 20, 2026, with the winning entry receiving a one-year usage right for the BJ40 Explorer [4][7] - The launch of the "China Grand Loop" self-driving IP invites users and potential customers to participate in exploring scenic routes, enhancing community engagement [6][7]

Core Insights - Beijing Off-road has launched the ELMT Max future prototype vehicle and opened pre-orders for the BJ40 Explorer, aiming to redefine classic off-road experiences [1][12] Product Launch and Sales Performance - The BJ40 Explorer is part of Beijing Off-road's strategy to capitalize on the "boxy" vehicle market, with a total sales volume of 113,000 units from January to October, marking a 110% year-on-year increase in "boxy" vehicle sales [3] - The company has introduced several new models since April, including the BJ40 range extender and BJ30 Traveler, achieving monthly sales exceeding 15,000 units for the past two months [3] ELMT Max Prototype Features - The ELMT Max features a "doorless design" for an immersive outdoor experience and can be equipped with removable polycarbonate protective panels [6] - It incorporates a modular system allowing for various modifications, such as foldable rear seats for sleeping or gear storage [6] - The vehicle's exterior skeleton design enhances both aesthetic appeal and functionality, providing a robust and lightweight structure [8] Design Philosophy - Beijing Off-road's new design philosophy, named "ELEMENTAL," is based on four core pillars: Earth, Sturdy, Joyously Active, and Phygital, aligning with customer interests in adventure and outdoor living [10] - The company invites public participation in naming the ELMT Max prototype, with a chance to win a one-year usage right for the BJ40 Explorer [10] BJ40 Explorer Legacy - The BJ40 has been a cornerstone of modern Chinese off-road vehicles since its debut in 2013, evolving through multiple iterations while maintaining its original product philosophy [12][15] - The vehicle has achieved significant recognition in international off-road competitions, establishing itself as a symbol of Chinese off-road culture [14] Upcoming Initiatives - Beijing Off-road has announced the "China Grand Loop" user co-creation initiative, inviting users to participate in self-driving activities along three national highways, starting January 1, 2026 [18] - The BJ40 Explorer is set to officially launch in January, with more surprises planned for the release [22]

Core Insights - Beijing Off-road vehicles showcase advanced manufacturing and testing processes for their vehicles, emphasizing safety and performance in extreme conditions [1][3][4] Group 1: Manufacturing Capabilities - Beijing Off-road's intelligent factory covers an area of 540,000 square meters with an annual production capacity of 100,000 vehicles, featuring a fully automated and digitized manufacturing process [2] - The factory employs flexible assembly technology, allowing for the production of vehicles with mixed steel and aluminum bodies, achieving a body precision exceeding 95% [2] - Automated Guided Vehicles (AGVs) are utilized for precise material delivery, enhancing the efficiency and flexibility of the production line [2] Group 2: Vehicle Performance Testing - Each vehicle undergoes rigorous testing in 18 extreme off-road conditions, including 60% steep slope climbing and deep water wading, to ensure quality and performance [3] - The vehicles are equipped with a "Tai Chi" flexible chassis and a robust safety structure, including a non-load-bearing frame made from high-strength steel, which is 3 to 5 times stronger than regular steel [3][4] - The all-metal roll cage enhances vehicle protection, ensuring structural integrity during extreme conditions and preventing door jamming in case of rollovers [4] Group 3: Market Position and Growth - Beijing Off-road aims to upgrade the Chinese off-road industry with a focus on flexible manufacturing and technological innovation, positioning itself as a leader in the market [5] - The company has introduced a tiered product strategy to penetrate different market segments, including the BJ40 extended range version and the BJ30 Traveler, targeting younger urban consumers [6] - From January to August, the company's sales increased by 36% year-on-year, achieving a record of over 10,000 units sold for five consecutive months [6]

Core Insights - The 2025 Beijing Off-Road User Conference was held in Badong, Hubei, emphasizing the brand's adventurous spirit and user engagement [1][3][18] - The BJ30 Traveler model was highlighted as a key product, showcasing its features and receiving significant user interest with over 16,859 orders within 24 hours of its launch [6][18] Event Highlights - The conference featured a vehicle delivery ceremony for the first batch of BJ30 Travelers, granting owners the title of "BJ30 Traveler National Spokesperson" [4][18] - Activities included a light show, user salon, off-road experiences, and a parade of vehicles, all aimed at enhancing brand-user interaction and showcasing technical capabilities [3][11][18] User Engagement - The user salon provided a platform for direct communication between the brand and users, allowing discussions on driving experiences and product feedback [7][18] - Users participated in off-road experiences at the "Yueye·China" user experience base, demonstrating the BJ30 Traveler's performance in challenging terrains [9][18] Product Performance - The BJ30 Traveler is positioned as a benchmark in the light off-road SUV market, offering features such as a maximum power of 301 kW and a torque of 685 N·m, along with a fuel consumption of 5.85 liters per 100 km [14][16] - The BJ40 series continues to lead in sales across multiple categories, reinforcing the brand's competitive edge in the market [9][18] Brand Philosophy - The conference underscored Beijing Off-Road's commitment to integrating user experiences into its brand narrative, promoting the idea that "everyone is a traveler" [18]

Core Viewpoint - Beijing Off-road aims to enhance off-road accessibility through technological advancements, allowing more people to enjoy off-road experiences [1] Group 1: Product Features - The BJ30 Traveler is equipped with Beijing Off-road's self-developed "three-engine four-wheel drive six-mode" hybrid system, delivering a total power of 301 kW and a torque of 685 N·m [1] - The vehicle achieves a 0 to 100 km/h acceleration in just 6.59 seconds [1] - The electric control four-wheel drive system has a response time as low as 0.03 seconds, enabling precise power distribution in complex terrains such as snow and sand [1] Group 2: Technological Innovations - The BJ30 Traveler features the ATS all-terrain control system and "energy middle lock" function, which facilitate easy recovery in challenging driving conditions [1]

Core Insights - The BJ30 Traveler, a new light off-road SUV from Beijing Off-road, is positioned in the 100,000 RMB price range, with six models priced between 99,900 and 136,900 RMB, and a promotional price starting at 83,900 RMB after subsidies [1] - The vehicle offers a lifetime warranty covering over 99% of parts, a first in the light off-road SUV market, emphasizing the company's commitment to quality and customer satisfaction [1] - The launch coincides with World Tourism Day, promoting a lifestyle of light off-road travel and making off-roading accessible to a broader audience [1] Vehicle Specifications - The BJ30 Traveler features a super hybrid system with a total power of 301 kW and torque of 685 N·m, alongside an electric four-wheel drive system that responds in just 0.03 seconds, significantly faster than traditional mechanical systems [3] - It boasts a 0-100 km/h acceleration time of only 6.59 seconds and includes advanced features like "energy middle lock" and "four-wheel electronic limited slip" for enhanced traction [3] - The vehicle's dimensions include a length of 4,730 mm and a wheelbase of 2,820 mm, providing a spacious interior with a rear legroom of 978 mm and a maximum storage capacity of 1,496 L when the second-row seats are folded [5] Fuel Efficiency and Design - The BJ30 Traveler achieves a fuel consumption of just 5.85 L per 100 km, utilizing a hybrid architecture that allows for six different driving modes, optimizing performance based on various conditions [7] - The exterior design features a boxy shape with a high seating position and a large panoramic sunroof, while the interior includes new color schemes and upgraded materials for a modern look [7] - The company has introduced an official IP called "Yehu Hu," aimed at engaging younger audiences and promoting a lifestyle of adventure and exploration [7] Promotional Offers - Beijing Off-road has launched the "Travel King" package, which includes 11 essential components for off-road adventures, valued at 47,000 RMB, available at a promotional price of 28,500 RMB until the end of the year [8]

Core Viewpoint - The launch of the BJ30 Traveler by Beijing Off-road aims to make off-road travel accessible to more consumers, featuring a competitive pricing strategy and innovative warranty offerings [1][3][6]. Product Launch and Pricing - The BJ30 Traveler is positioned as a "light off-road SUV" with a price range of 99,900 to 136,900 yuan, and a promotional price starting at 83,900 yuan after subsidies [1]. - The vehicle is available in six configurations, significantly lowering the entry barrier for consumers interested in off-road capabilities [1]. Warranty and Customer Benefits - The BJ30 Traveler introduces a lifetime warranty covering over 99% of vehicle components, a first in the light off-road SUV segment, demonstrating the company's confidence in product quality [3]. - A comprehensive benefits package worth up to 43,000 yuan includes cash rewards, trade-in subsidies, and free upgrades, enhancing the overall customer experience [3]. Performance and Technology - The vehicle features a proprietary hybrid system with a maximum power of 301 kW and torque of 685 N·m, outperforming some traditional fuel off-road models [7]. - It includes an advanced four-wheel drive system with a response time of 0.03 seconds and seven driving modes for various terrains, enhancing off-road capabilities [7][9]. Space and Design - The BJ30 Traveler boasts a length of 4,730 mm and a wheelbase of 2,820 mm, achieving a 66% usable space rate, with significant rear legroom and a maximum storage capacity of 1,496 liters [9]. - The design allows for a flat sleeping area of 1.92 meters, catering to outdoor enthusiasts [9]. Fuel Efficiency - The vehicle's hybrid architecture achieves a fuel consumption of 5.85 L per 100 km, lower than many A0-class sedans, showcasing its efficiency [11]. - It features six driving modes that optimize performance and fuel economy based on driving conditions [11]. Marketing Strategy - Beijing Off-road has appointed young actor Li Gengxi as the global ambassador for the BJ30 Traveler, aligning the brand with a youthful and vibrant image [12]. - The company launched an official IP "Ye Hu Hu" to promote a carefree outdoor lifestyle, appealing to younger consumers [14]. - A short outdoor adventure series featuring the BJ30 Traveler was released to showcase the vehicle's capabilities in a relatable context, moving away from traditional advertising [14]. Market Positioning - The BJ30 Traveler aims to redefine the standards of the 100,000 yuan light off-road SUV market, leveraging technological advancements and a deep understanding of consumer needs [16]. - The launch is expected to intensify competition in the light off-road SUV segment, with Beijing Off-road positioned to lead the market [16].

Core Insights - The current Chinese automotive market is facing intense price wars, increased competition, and challenges in transitioning to new energy vehicles, yet Beijing Off-road has managed to achieve a unique growth trajectory through deep market insights and strategic focus [1][11] - Beijing Off-road's sales in the first half of the year grew by 103% year-on-year, significantly outperforming the overall market, indicating a strong market position in the niche of "off-road SUVs" [3][11] Financial Performance - Beijing Off-road achieved a milestone with sales exceeding 10,000 units for four consecutive months from April to July, indicating a stable growth platform and strong brand momentum [3] - The company's market share has increased due to its dominance in the "off-road SUV" segment, leveraging over 60 years of experience in the industry [3][11] Product Strategy - The launch of the BJ30 Traveler, a hybrid model, is part of Beijing Off-road's strategic initiative to penetrate the "light off-road" market, targeting urban youth who seek outdoor experiences without the high barriers of traditional off-road vehicles [4][6] - The BJ30 Traveler aims to convert brand influence into sales growth by attracting new user demographics and expanding the customer base [6][8] Competitive Positioning - Beijing Off-road's focus on "off-road" and "light off-road" segments demonstrates strategic determination, avoiding resource wastage and establishing a leading position in its advantageous field [9] - The company's narrative is evolving from a traditional car manufacturer to a "brand + ecosystem" company, emphasizing its strong brand appeal and potential for ecosystem development [10] Strategic Innovation - The "off-road equity" strategy exemplifies successful category innovation, suggesting that brands should explore their unique advantages rather than engage in costly homogeneous competition [10][11] - Beijing Off-road's ability to convert historical brand assets into competitive advantages has led to increased sales and a re-evaluation of its market value [11]

Core Insights - Beijing Off-road achieved a record high sales volume of 13,219 units in August, representing a year-on-year increase of 43% [2] - The company has maintained over 10,000 units in sales for five consecutive months [2] Sales Performance - BJ40 series sold 7,093 units, showing a remarkable year-on-year growth of 203%, dominating the off-road vehicle market [2] - BJ30 series recorded sales of 5,009 units, with a year-on-year increase of 55% [2] Product Launch - The BJ30 Traveler was officially launched at the Chengdu Auto Show on August 29, with a pre-sale price range of 102,900 to 139,900 yuan [2] - The BJ30 features a unique three-engine four-wheel drive six-mode hybrid system, with a maximum power of 301 kW and a maximum torque of 685 Nm, achieving 0-100 km/h acceleration in 6.59 seconds [2] - The fuel version of the BJ30 is equipped with a 1.5T engine and a 7DCT transmission system [2]

Core Insights - The 28th Chengdu International Auto Show has become a focal point for the automotive industry, showcasing over 1,600 vehicles from nearly 120 brands, highlighting trends in innovation and brand image [2] Group 1: Market Trends - The absence of ultra-luxury brands such as Porsche, Bentley, Lamborghini, and Rolls-Royce at this year's show indicates a strategic shift as these brands face declining sales in the Chinese market [2][3] - Data from the China Passenger Car Association shows that from January to May 2025, domestic imported car sales dropped by 33%, with Porsche's sales in China falling from 95,700 units in 2021 to an estimated 56,900 units in 2024 [2] - The first quarter of 2025 saw Porsche's global deliveries decrease by 8%, with Chinese sales plummeting by 42% to 9,471 units [2] Group 2: Electric and Intelligent Transition - Ultra-luxury brands are currently in a transitional phase towards electrification, with Ferrari postponing the launch of its first electric vehicle from October 2025 to spring 2026 [3] - Other luxury brands like Lamborghini and Maserati are also delaying their electric vehicle plans, indicating a broader trend among high-end manufacturers [3] - In contrast, Chinese domestic brands and new energy vehicle manufacturers are expanding their presence at the auto show, showcasing new models and advanced technologies, with features like intelligent driving systems becoming standard [3][4] Group 3: Competitive Landscape - Chinese brands are increasingly leading in the fields of electrification and intelligence, posing greater competition to international brands [4][5] - The shift in the automotive industry is moving from "brand premium" to "technological strength," suggesting that Chinese brands may accelerate their global expansion and compete more effectively with international counterparts [5]