When SAIC Motor reached a cumulative production and sales breakthrough of 100 million vehicles, becoming the first member of the "100 Million Club" in the history of China's automotive industry, the spotlight should not only shine on the world's first smart car and high-end independent brand passenger cars, but also on the silent force that supported modern logistics, public transportation, and infrastructure pillars, and completed the five-vehicle relay delivery at this grand event — SAIC Commercial Vehicles segment.
In the second half of the hundred-year change in the automotive industry, the new energy transformation of commercial vehicles is not only a key battle for the "Dual Carbon" goals, but also the core ruler to measure a country's automotive industry green competitiveness. SAIC Commercial Vehicles, carrying five brands including Maxus, Yuejin, IVECO, Hongyan, and SINOWO, submitted a highly valuable report card: the overall new energy penetration rate reached 35%, leading far ahead of traditional commercial vehicle enterprises, and injecting powerful "green momentum" into SAIC Motor's 100 million monument with its full-scenario product matrix, global top partner endorsements, and full-dimension user ecosystem. Behind this number is the profound transformation of China's commercial vehicles from "scale expansion" to "value leadership".
Structural Leadership: How does 35% penetration break the commercial vehicle "high emission, difficult decarbonization" curse?
For a long time, commercial vehicles were regarded as a "hard bone" for new energy transformation due to complex usage scenarios, high cost sensitivity, and high range requirements. However, SAIC Commercial Vehicles proved that this "bone" could be chewed up with a 35% overall new energy penetration rate. This number far exceeds the industry average, marking that its new energy strategy has crossed the policy-driven stage and entered the "harvest period" driven by the market.
This leading position is built on a complete and layered technical implementation logic.
First, there is the saturated coverage of "all energy routes". Unlike some companies betting on a single technical route, SAIC Commercial Vehicles has achieved a comprehensive layout of fuel, pure electric, plug-in hybrid, range extender, and hydrogen fuel. Especially at the 2026 Beijing Auto Show, "Maxus Da Na Super Range Extender", the "industry's first super range-extending large light commercial vehicle" launched by Maxus, accurately cut into the core pain points of city distribution logistics with the "large battery + small range extender" collaborative mode. Its CLTC comprehensive range exceeded 1,260 kilometers, pure electric range 312 kilometers, and the energy consumption per 100 kilometers was as low as 2.65L. This technical "precision calculation" directly translates into the "economic account" in users' hands, which is the key to the large-scale popularization of new energy commercial vehicles.
Second, the "penetration rate flying together" of core brands. The 35% overall data is composed of a solid base formed by multiple points blooming across brands. SINOWO buses achieved 100% comprehensive electrification, becoming a benchmark for urban public transportation zero-carbon transformation; the Yuejin brand's new energy light truck proportion approached 57% in all of 2025, meaning that for every two light trucks sold, one was new energy; Maxus's domestic new energy penetration rate frequently broke through 50% in single months, especially in its traditional strong light commercial vehicle sector, achieving a switch from "quantity" to "quality". This full-brand collaborative penetration, rather than reliance on a single "sharp spear" advance, has built SAIC Commercial Vehicles' irreproducible systematic advantage.
Finally, deep co-research in the industrial chain. The strategic cooperation with CATL's "technical co-research, ecosystem co-construction" has allowed SAIC Commercial Vehicles to occupy the commanding height in the core battery link. The equipped CATL Tianxing battery not only has an extremely low failure rate of one in a billion levels, but also provides a cycle life of 7,000 cycles and warranty of 8 years or 600,000 kilometers, which hits the fundamental concerns of commercial vehicle users on "reliability and residual value". Solving user anxiety from the bottom layer technology, SAIC Commercial Vehicles' new energy leading is the successful conversion of technical dividends to market dividends.
From "Product Overseas Expansion" to "Solution Export": Brand Dimension War Behind Globalization
On the global automotive stage, the internationalization degree of commercial vehicles is a direct embodiment of measuring a country's automotive industry competitiveness. SAIC Commercial Vehicles not only leads the new energy transformation in the domestic market, but also reshapes the gold content of "Made in China" in the global market. The core of its globalization story has upgraded from early "selling products" to "exporting systems, standards, and ecosystems".
Data is the most intuitive proof. In 2025, SAIC Commercial Vehicles exported 103,000 vehicles overseas, with a year-on-year growth of over 25%, and light commercial vehicle exports ranked first among Chinese brands, with pickups ranking second. Entering 2026, this momentum has increased, with overseas sales breaking through 10,000 vehicles in April alone, a year-on-year increase of 40%. This is not only an increase in quantity but a qualitative leap. In markets such as Australia, Chile, and Malaysia, SAIC Commercial Vehicles' new energy products not only secured large orders but also occupied over 50% of the market share for pure electric commercial vehicles in Chile. This simultaneous breakthrough in developed countries and "Belt and Road" market lines proves that its products have reached global leading levels in quality, safety, and adaptability.
"Return orders" from global top customers are the best endorsement of brand power. At the SAIC Group 100 million vehicle delivery ceremony, international logistics giant DHL once again became the focus customer, receiving the Maxus delivered eDeliver 5. Since the cooperation in 2017, Maxus not only won DHL's largest procurement order in the European region but also became its preferred partner for global green logistics transformation. From DHL, FedEx, OnRoad, to SF Express, these industry giants who are picky about operating efficiency and TCO (Total Cost of Ownership) continuously choosing SAIC Commercial Vehicles is itself the highest evaluation of its product reliability, economic efficiency, and service support capabilities.
More worth noting is that SAIC Commercial Vehicles is completing the strategic dimension upgrade of the overseas expansion model. During the 2026 Beijing Auto Show, over 200 overseas dealers from more than 100 countries and regions gathered together to witness its four core strengths of "Quality, Technology, Ecosystem, Globalization". This marks that its overseas strategy has shifted from simple trade relations to a new stage of deep localization and full-scenario business solution export. By establishing overseas service centers, perfecting terminal sales networks, and initiating global modification ecosystem alliances, SAIC Commercial Vehicles is building a symbiotic and win-win global business ecosystem. It is not only selling a vehicle but exporting a green transport solution integrating vehicles, finance, services, and data. This transformation from "product output" to "capability output" is the inevitable path for China's commercial vehicles to truly walk to the center of the global stage.
Full-Scenario Coverage and User Value Reconstruction: From "Production Tools" to "Livelihood Partners" Dimension Upgrade
Commercial vehicles naturally have the attribute of "production tools", but SAIC Commercial Vehicles, by building a full-scenario product matrix and full-lifecycle user ecosystem, is redefining its social role. It is both the "wealth creation tool" of thousands of industries and the "warm partner" connecting livelihood.
In the product dimension, its coverage breadth is impressive. From heavy trucks supporting infrastructure projects, passenger cars serving city buses, to light trucks and light commercial vehicles deepening city distribution logistics, to pickups serving both commercial and outdoor needs, MPVs satisfying business and families, and even RVs carrying poetry and distance, SAIC Commercial Vehicles has built a full-scenario matrix of 7 car series. This "no blind spot" coverage ability enables it to provide highly customized solutions for different users. For example, in this 100 million vehicle delivery, IVECO Juxing EV broke through the mountainous passenger transportation range problem with its 100-degree large capacity battery, serving Henan Zhonglian Tourism; Hongyan i Jieshi Dump Trucks rode the complex road conditions of Shanxi with military-grade quality, escorting Hengtong Sheng Industry & Trade Company's infrastructure project. This precise scenario matching is the best embodiment of its product power.
In the value dimension, its service ecosystem construction goes beyond traditional buying and selling relationships. The "Lingju Capacity" built "Vehicle, Cargo, People, Data" integrated smart logistics ecosystem, and the "Star Plan" invested 15 million in farmer assistance funds, indicating SAIC Commercial Vehicles is thinking about how to help users better "make money". It is no longer passively providing transportation tools, but actively intervening in users' operation processes, lowering TCO through data empowerment and improving operational efficiency. Especially the "Star Plan" Motuo Action, assisted high-altitude area agricultural product transportation with pickup capacity, integrating commercial value and social responsibility, exploring a new path for rural revitalization of "Cars to the Countryside + Agricultural Products Going Up".
In the social responsibility dimension, its public welfare actions show enterprise warmth. Launching the AED Worry-Free Rescue Fund, creating the country's first commercial vehicle mobile AED public welfare fleet, this measure upgrades commercial vehicles from simple transport tools to mobile "Life Guardians". When vehicles become mobile emergency nodes, SAIC Commercial Vehicles' social value has achieved a qualitative leap. The landing of the 8S User Super Experience Center broke the traditional 4S Dealership boundary, providing integrated experiences of sales, service, ecosystem, and co-creation. This is itself a profound reconstruction of user relationships, shifting from the end of transactions to the starting point of relationships.
Conclusion:
SAIC Motor's 100 million vehicles is a period for an era, and more like a colon for the next journey. Behind this heavy milestone, SAIC Commercial Vehicles, with its 35% new energy penetration rate, full-scenario product strength, global brand influence, and warm user ecosystem, has strongly proved that it is not only the "ballast stone" for the group scale's summit, but also the "engine" leading the green transformation of China's commercial vehicle industry.
100 million users are not the end point, but a new starting point of trust. When the original intention of "serving livelihood, linking the world, driving the future" meets the era tide of new energy and globalization, SAIC Commercial Vehicles is driving China's commercial vehicle industry from scale leadership to value and brand full-range leadership with its systematic competitive advantages. On the map of the global green transport revolution, it has already become a key force that cannot be ignored.
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