2025-09-08 09:36Group 1: Global Southern Market Performance - In the first half of 2025, the global Southern semi-trailer business continued to achieve high-quality development, with sales increasing by 13.0% year-on-year and gross margin improving by 4.6% [3] - The Thai market saw a 44.0% increase in semi-trailer sales and a 63.5% surge in revenue, establishing it as a benchmark for regional business [3] - Vietnam's revenue experienced a significant growth of 270% due to rapid economic expansion [3] - The Australian business reported a 16.4% increase in sales and a 2.3% rise in gross margin, showcasing the advantages of cross-ocean supply chain collaboration [3] Group 2: Strategic Vision and Goals - The company's vision for the global Southern market aims to double sales within 2-3 years and achieve revenue exceeding 10 billion yuan by 2030 [4] - The company plans to replicate the success of the domestic "Star Chain Plan" internationally, combining marketing and manufacturing strengths for high-quality development [4] Group 3: European Market Insights - In the first half of 2025, the EU registered 155,000 new trucks, a decline of 15.4% year-on-year, indicating a weak recovery phase in the semi-trailer industry [4] - Despite the challenging market, the company's UK subsidiary, SDC, reported an 8.7% increase in revenue [4][5] Group 4: Supply Chain Resilience - The company has established a domestic supply chain system focused on "centralized procurement as primary, supply assurance as secondary," enhancing resource sharing and development [6] - An overseas supply chain strategy emphasizes "local procurement as primary, global supply assurance as secondary," increasing local procurement ratios and building core component factories in multiple countries [6] Group 5: Collaboration in New Energy Heavy Trucks - The company is expanding partnerships with traditional heavy truck manufacturers and new energy vehicle makers to share technology and market resources [7] - Collaborations with battery manufacturers and charging service providers aim to enhance operational efficiency and address user concerns regarding range anxiety [7][8] - The integration of intelligent driving assistance systems and IoT technology is being pursued to optimize transport routes and improve operational safety [8]