Scenario Empowerment + Zero-Carbon Ecosystem: Dongfeng Commercial Vehicle's 2025 Strategy Implementation and New Breakthroughs in Globalization

I. New Brand Coordinates: From "Heavy-Duty Truck Manufacturer" to "Zero-Carbon Transportation Service Provider" As a leader in China's commercial vehicle industry, Dongfeng Commercial Vehicle underwent a key strategic upgrade in 2025—relying on 66 years of military technology accumulation, it officially launched the "Dongfeng Commercial Vehicle New Energy Ecosystem Alliance," uniting 23 companies including CATL, Sinopec, and Huawei to build an integrated ecosystem of "vehicle-energy-road-network." As of the third quarter of 2025, Dongfeng heavy-duty trucks' cumulative sales exceeded 8.2 million units, with new energy models accounting for 28%, an increase of 12 percentage points compared to 2024. Its market share in the domestic long-haul logistics new energy heavy-duty truck market exceeded 35%, while simultaneously adding two new overseas strategic markets in Europe and Latin America, becoming the first Chinese heavy-duty truck brand to achieve a dual-track overseas breakthrough of "fuel + new energy." II. New Product Matrix: Scenario-Based, Deeply Customized "Zero-Carbon Transportation Solutions" In 2025, Dongfeng Commercial Vehicles focused on three core scenarios: "trunk logistics, urban infrastructure, and cross-border transportation," launching multiple iterative models, all of which passed extreme testing in extreme cold (-40℃), extreme heat (70℃), and high altitude (5500 meters): 1. Fuel-Powered Heavy Trucks: "Trunk King" with Upgraded Efficiency Dongfeng Tianlong KX King Edition Tractor Truck: Targeting the "cost reduction and efficiency improvement" needs of long-haul trunk logistics, it is equipped with an upgraded Longqing 13L engine (maximum 650 horsepower, torque 3200 N·m), achieving a thermal efficiency exceeding 55.1%. Combined with the Longqing AMT 3.0 transmission (transmission efficiency 99.8%), fuel consumption per 100 kilometers is reduced by 1.8L compared to the older model. The cab features an "ultra-wide flat floor + zoned temperature control" design, equipped with a 15.6-inch floating central control screen and seat ventilation. With its massage function, the Dongfeng Tianjin KR Pro cargo truck secured a "1,000-unit order" from SF Express in July 2025, becoming a benchmark model for domestic trunk logistics with an average monthly operating mileage exceeding 30,000 kilometers per vehicle. Focusing on intercity fresh food cold chain scenarios, the Dongfeng Tianjin KR Pro features a Longqing 4.5L engine (260 horsepower) and a Hande lightweight rear axle, resulting in a curb weight of only 6.8 tons. The cargo box is equipped with a "dual-zone independent temperature control" refrigeration unit (temperature difference accuracy ±1℃), supporting remote monitoring of cargo temperature. In the first half of 2025, its sales in the domestic cold chain cargo truck market increased by 42% year-on-year, firmly ranking first in its segment. 2. New Energy Heavy Trucks: "Zero-Carbon Pioneers" for Ecological Implementation Dongfeng Tianlong E7 Pure Electric Tractor (Battery Swapping Version): Designed for "high-frequency turnover" scenarios in ports and industrial parks, it adopts Dongfeng's independently developed "fast-swappable chassis," with a battery swapping time of only 8 minutes. It is equipped with a CATL 560kWh lithium iron phosphate battery (cycle life exceeding 3000 cycles), providing a range of up to 320km. Simultaneously, a "vehicle-battery separation" solution was launched, reducing user purchase costs by 40%. In September 2025, 500 units were delivered to Ningbo Port, becoming the largest single order for battery swapping heavy trucks in China. Dongfeng Hydrogen Tianlong H5 Dump Truck: Designed to meet the "zero-carbon construction" needs of urban infrastructure, it is equipped with Dongfeng's self-developed 120kW hydrogen fuel cell system (hydrogen consumption as low as 7.8kg/100km), four 35MPa hydrogen storage tanks (range of 550km), and a refueling time of 12 minutes. The body adopts a "lightweight high-strength steel" design, with a cargo box volume of 12m³, which meets the weight restrictions for urban construction waste transportation. In August 2025, it became the designated vehicle for Wuhan's "zero-waste city" construction, with an initial deployment of 200 units. Dongfeng Tianlong Hybrid KX Tractor: Addressing the "range anxiety" pain point in long-haul logistics, it adopts an "engine + dual motor" series hybrid system, with a pure electric range of 150km and a combined range of over 1200km, reducing combined fuel consumption by 35% compared to gasoline vehicles. In October 2025, a purchase agreement for 300 units was signed with Deppon Logistics for use in the "Beijing-Tianjin-Hebei - Yangtze River Delta" long-haul transportation, with an estimated annual fuel cost saving of over 100,000 yuan per vehicle. III. New Technological Breakthroughs: "Ecological Upgrade" of Independent Core Technologies

1. Independent Iteration of the Powertrain: From "High Efficiency" to "Zero Carbon"

Longqing 3.0 Engine: The independently developed Longqing 13L diesel engine achieves a thermal efficiency of 55.1%, setting a new domestic record for commercial vehicle engine thermal efficiency; the Longqing hydrogen fuel cell system has passed ISO 26262 functional safety certification, with a 100% success rate in starting at -30℃ and a lifespan exceeding 20,000 hours. Intelligent Electric Drive Axle: Dongfeng's independently developed integrated electric drive axle eliminates the driveshaft, increasing transmission efficiency to 96.2% and reducing weight by 300kg compared to traditional chassis. It is compatible with various pure electric and hydrogen fuel cell vehicles and was mass-produced and applied to the Tianlong E7 and Hydrogen Tianlong series in 2025. 2. Advanced Intelligent Driving: From "Assistance" to "Collaboration" Dongfeng's "Dragon Intelligent Driving 2.5" System: Building upon L2 level, it adds "platooning" and "automatic obstacle avoidance" functions, supporting 10-vehicle platoons (with distance controlled within 50 meters), reducing platooning fuel consumption by 15%. In July 2025, it commenced trunk logistics platooning operations on the "Han-Shi Expressway," accumulating over 5 million kilometers of safe driving. Vehicle-to-everything (V2X) Implementation: In collaboration with Huawei, a "Heavy-Duty Truck V2X System" has been developed, enabling real-time interaction with highway roadside equipment and port dispatch systems. This system provides early warnings of road condition risks, achieving full-process operation of "unmanned trucks + remote dispatch" at Ningbo Port, improving loading and unloading efficiency by 20%.
3. Zero-Carbon Ecological Technology: From "Single Product" to "Full-Cycle Carbon Reduction"
Battery Cascade Utilization: Dongfeng Commercial Vehicle, in partnership with GEM Co., Ltd., has established a "Heavy-Duty Truck Battery Cascade Utilization Factory," achieving a 100% recycling rate for retired batteries. The recycled batteries can be used in energy storage power stations (with over 1000 cycles of operation). Two energy storage power stations have been built in Wuhan and Xiangyang by 2025.
Green Manufacturing: Dongfeng Shiyan Commercial Vehicle Plant has achieved "100% green electricity supply," reducing carbon emissions by 12,000 tons annually through photovoltaic power stations and wind power cooperation. It was recognized as a "National Green Factory" in 2025. IV. New Global Strategy: From "Product Export" to "Ecosystem Export"
1. Breakthrough in Emerging Markets: Focusing on the Dual Growth Poles of "Latin America + Europe"
Latin American Market: In June 2025, Dongfeng Commercial Vehicle's KD plant in Mexico went into operation, achieving a localization rate of 65%. The first product launched was the Tianlong KX Latin American version (equipped with a Longqing 11L engine and enhanced chassis anti-bump performance), adapted to Latin American road conditions. Orders exceeded 500 units in the second half of 2025, mainly for cross-border transportation of agricultural products.
European Market: In September 2025, the Dongfeng Hydrogen Tianlong H5 passed the EU WVTA certification. The first batch of 100 units was delivered to a German municipal group for urban waste collection, making it the first Chinese hydrogen fuel cell heavy-duty truck brand to enter the European municipal sector. Simultaneously, the "Dongfeng European New Energy Service Center" was established in Hamburg, Germany, providing integrated hydrogen refueling and maintenance services. 2. Deepening Cultivation of Mature Markets: Upgrading the Service System in Southeast Asia and the Middle East
Southeast Asia Market: Adding 20 new energy service stations in Thailand and Vietnam, launching an integrated solution of "pure electric heavy trucks + photovoltaic charging," and delivering 150 pure electric trucks to Thailand Post in 2025 for urban delivery.
Middle East Market: Launching the Tianlong KX Middle East Edition (equipped with sand-proof filter + dual air conditioning system) for high-temperature desert conditions, and signing a purchase agreement with Saudi Aramco for 200 units in 2025 for oilfield material transportation.
V. New Service Ecosystem: From "After-sales Guarantee" to "Full-cycle Empowerment"
1. Digital Service Upgrade
Dongfeng Commercial Vehicle APP 3.0: Adding "remote diagnostics" and "predictive maintenance" functions, which can monitor the engine and battery status in real time and provide early warning of faults 72 hours in advance. User usage rate is expected to exceed 90% in 2025, reducing fault repair time by 30%. 1. New Energy Service Training: Ten "Dongfeng New Energy Technology Training Centers" have been established globally, training over 3,000 overseas technicians by 2025, addressing the shortage of skilled personnel for new energy heavy-duty truck maintenance.
2. Zero-Carbon Service Support
Hydrogen Refueling Station Cooperation: In partnership with Sinopec and BP, 15 hydrogen refueling stations have been built overseas (5 in Southeast Asia and 10 in Europe), forming a "300-kilometer hydrogen refueling circle" to ensure the operation of hydrogen fuel cell heavy-duty trucks.
Financial Empowerment: A "Zero-Carbon Financial Solution" has been launched, providing overseas customers with "low-interest loans + carbon credit deductions," with carbon credits eligible for up to 10% of the vehicle purchase price. This program was implemented in Mexico and Thailand by 2025. VI. Future Blueprint: 2030 Goal of Becoming a "Zero-Carbon Heavy-Duty Truck Leader" Dongfeng Commercial Vehicle plans to invest 20 billion yuan in new energy technology research and development from 2026 to 2030, aiming to achieve a new energy heavy-duty truck sales share of over 50% by 2030, with overseas sales exceeding 100,000 units. Simultaneously, it will promote the large-scale application of L4 autonomous driving in closed ports and mining areas, build an integrated zero-carbon ecosystem of "photovoltaics, energy storage, charging, and hydrogen swapping," and strive to become a "zero-carbon transformation benchmark" in the global commercial vehicle industry.