DeepWay deep to Wan Jun: not satisfied in the new forces far ahead, the goal is the industry's top five
In the past few years, many new power brands have emerged in China's new energy heavy truck industry. For these new forces, from the moment of their birth, they are deeply bound with the question of "how long they can live.
mass production and delivery is the first step for new power brands to survive. However, as of the end of 2024, there are still many brands that have not yet reached this step. However, the DeepWay deep direction with a delivery volume of 3000 + in 2024 is obviously the "top student" among many new power brands ".
from the key time point of view, the establishment of December 2020, the release of A sample car in September 2021, May 2023 to achieve mass production delivery of the DeepWay deep earlier than other new power brands. But in the new energy heavy truck industry, can a single word "early" become a "top student"? Become a "top student" in the new power brand, will be able to survive in the future more intense market competition? DeepWay deep to the next how to face the competition with the traditional head heavy truck enterprises?
With these questions, the First Commercial Vehicle Network recently had an in-depth dialogue with Wan Jun, the founder and CEO of DeepWay Shen Xiang.
First Commercial Vehicle Network, and Wan Jun, founder and CEO of DeepWay Shen Xiang (right)
Delivers Over 3000 Vehicles in 2024, Large Power Products Lead Industry Technological Progress
"3000 vehicles is the sales target we set at the beginning of the year. This target has been achieved, and 2024 as a whole is still relatively satisfactory." At the beginning of the interview, Wan Jun talked about the market performance of DeepWay deep into 2024.
According to the data held by the First Commercial Vehicle Network, in 2024, DeepWay's deep-to-new energy heavy truck terminal delivery volume achieved a 10-fold year-on-year growth (1063 percent year-on-year growth from January to November), leading the industry and ranking in the top 10 in sales. It is understood that DeepWay deep to the current main sales products only 466kW h and 513kW h two kinds of power options, in other words, DeepWay deep is directly with large power products into the new energy track. "We know very well where our target market is, who our customers are and what differentiation path to take. For the small electricity market, we didn't think about it at the beginning." Wan Jun said.
DeepWay deep and large power products is very simple: the greater the power consumption, the lower the energy consumption, the larger the operating radius of the new energy heavy truck, the more application scenarios that can participate, and the wider the customer base covered. Before the DeepWay went deep, the mainstream new energy vehicles in the market were basically oil-to-electricity back-type battery products, which were subject to power consumption. Apart from short-term scenarios such as steel mills, power plants and mining areas, new energy heavy trucks were difficult to use. The bottom power exchange and electric drive bridge design developed by DeepWay deep forward allows the new energy heavy truck chassis to have enough space to arrange batteries with more power. While the cruising range is longer, the center of gravity of the vehicle is lower, and the safety of the vehicle is also improved. Coupled with the low wind resistance body design and the EE architecture being developed, the DeepWay deep power consumption has obvious advantages over back products.
facts have proved that Wan Jun's judgment is correct and forward-looking. The scenes covered by DeepWay deep-to-customer are basically beyond the coverage of trams in the past. It can be said that DeepWay deep-to-customer has greatly expanded the operation scope of electric heavy trucks on its own. After DeepWay the deep direction, both other new forces and traditional mainframe factories have followed up this concept one after another, setting off a wave of positive research and development, more electricity and even electricity exchange at the bottom. From this point of view, DeepWay deep direction not only gives new forces more confidence, but also improves the competitive level of the whole new energy heavy truck industry. It accelerates the technological progress of the industry, and plays a good demonstration effect and leading role in the scene breakthrough of new energy heavy truck enterprises to branch line transportation and medium and short distance trunk line transportation.
2024, the development trend of pure electric heavy trucks in the direction of large power is very obvious, and enterprises are also competing to launch large power products. As of October 2024, more than 20 enterprises have achieved sales of pure electric tractors with more than 500kW · h power, and 10 enterprises have achieved double-digit sales. You know, before June, this group of figures were 8 and 3 respectively. As the leader of this segment of the track, DeepWay deep to the market share of more than 50%. In the first commercial vehicle network, as the economic advantages of large power products in the short-and medium-distance market are widely verified, this market segment still has huge room for growth.
new energy penetration will quickly pass the critical point, the target into the industry's top five
standing at the end of 2024, when the penetration rate of heavy truck electrification is advancing by leaps and bounds, DeepWay is not only successfully standing in the market, but also has the initial qualification to "break the wrist" with the head heavy truck enterprises and even subvert the competition pattern of the industry.
2024, China's new energy heavy truck market sales are expected to reach about 80000 vehicles, penetration rate will exceed 13%(2022, 2023 accounted for 5.2 percent and 5.6 percent, respectively). "I personally judge that the penetration rate will exceed 15% in 2025, and it is likely to accelerate to 20% in 2026 and 30% around 2028." Wan Jun predicted. According to the data held by the first commercial vehicle network, since August 2024, the penetration rate of new energy in the heavy truck market has been higher than 15% (of which the proportion from September to November reached 18.1, 18.5 and 17.6 respectively). With reference to the passenger car market, if the two particularly important critical points of 10% and 15% are broken for two consecutive years, the trend of new energy heavy trucks will be irreversible.
new energy heavy trucks? Of course, it is the tractor that accounts for more than 50%. The big data analysis of the Internet of Vehicles shows that in the actual operation of tractors, the proportion of medium and long-distance trunk transportation with a distance of 500 to 1500 kilometers is the highest (more than 70%), and this part is precisely the scene that new energy heavy trucks cannot match at present. "Because it is too difficult to build a power station on the highway." Wan Jun analysis. The difficulty here is mainly that the standard of power exchange is not uniform. "I think overcharging, which covers a small area and does not involve standard issues, is the main direction for the future replenishment of new energy heavy trucks. I hope that in the future, overcharging stations can become the same general facilities as gas stations along the high-speed lines."
Wanjun has drawn a blueprint for the future operation of new energy heavy trucks on high-speed trunk lines: large-capacity new energy heavy trucks with 2C batteries (endurance of about 500 kilometers, over-charging for half an hour), high-speed over-charging stations (megawatt-level double-gun fast charging), ramps on both sides of the highway (photovoltaic green electricity), plus energy storage, perfect closed loop. "I expect that in three years, 10-15% of heavy trucks on China's highways will be electric heavy trucks." Wan Jun looked ahead.
"Our goal is to enter the top five in the industry." On the basis of optimistic judgment on the market scale, penetration rate and scene application breakthrough of new energy heavy truck, Wanjun revealed DeepWay deep future vision to the first commercial vehicle network. According to the sales volume of about 700000 vehicles in the domestic heavy truck market, if the penetration rate of new energy can reach 35% in 2030 and enter the top five in the industry with a market share of 15%, then the annual sales volume must exceed 35000 vehicles.
? Another way to ask this question is, DeepWay deep to today's new power first position, the future will also be among the top five in the industry, and liberation, Dongfeng, heavy truck, Sany, Xugong and other head car companies to compete, its core competitiveness is where?
the trinity of products, technologies and models, facing the competition with traditional brands
"Of the many new forces, there is no doubt that we are far ahead. I judge that at most two new forces may survive in the future, so we can't just be satisfied with competing with new force brands, competing with traditional OEMs is what makes us the only one fundamental." Wan Jun knows very well that in order to survive in the increasingly competitive new energy heavy truck industry, it does not make much sense to lead only in the new circle of power, even if it is far ahead. Compared with traditional OEMs, new power brands need to have their own core competitiveness in terms of products, technology, and business models in order to gain a chance of survival.
as we all know, in the era of fuel vehicles, the core of heavy truck market competition lies in the "three big pieces", and the same is true in the era of new energy, except that the "three big pieces" have changed from chassis bridge to three electric systems. "The body is the body of the new energy heavy truck, the autopilot is the soul, and the three-electric system is the heart. We should have our own body, and the autopilot and the three-electric system should also be in our own hands. Among them, the core three-electric must be unswervingly self-research, absolutely can not be controlled by others." Wan Jun said frankly.
insisting on self-research and three electricity is to reduce costs (including cost reduction, energy consumption reduction and self-weight reduction), as well as deep matching and rapid iteration with the whole vehicle, which is the capital for DeepWay to continue to compete in the market in the future.
"in addition to products, marketing, energy supplement and finance are three parts at the same time, so that we can provide customers with a relatively perfect new energy heavy truck operation solution that allows him to have no worries." Wan Jun's summary of the DeepWay's deep business model is an important reason for the good market performance in the past, and it is also the confidence to continue to fight in the market in the future.
is marketing first. "DeepWay deep to firmly go direct sales model. So far, this road is successful." Wan Jun analyzed that a big difference between trams and oil trucks is that users do not know about trams and need to compare goods with three or even five (compared with trams and oil trucks). When comparing, users need a direct sales service team that can solve their doubts and provide accurate scene solutions at any time. The second is energy. "We will cover for users in terms of energy supplement." Wan Jun said that users can choose to build energy-filling facilities by themselves, by a third party, or by DeepWay.
in addition, the full support of shareholders is also a major advantage of DeepWay deep. The three core shareholders of DeepWay Shenzhen are from Shiqiao, Baidu and Shandong Weiqiao Venture Group respectively. One of the three shareholders is one of the major financial institutions in China's commercial vehicle industry (Shiqiao Group), which provides sufficient financial support for DeepWay Shenzhen. One is the leader in automatic driving (Baidu), which provides DeepWay Shenzhen with advanced intelligent driving technology and algorithms for commercial vehicles; another is the provider of heavy truck application scenarios (Weiqiao Venture Group), which provides more commercial application scenarios and routes for DeepWay and Shenzhen to new energy heavy trucks. The three shareholders have played a very good role in DeepWay Shenzhen's rapid growth in the past two years, and will also provide more empowerment and support for the company's further development.
Editor's Note
, "We live to death every day. New power brands like us, whether in technology, financing or business model, can only move forward, not stand still and make mistakes. No innovation or progress for three months is just a word of 'death." Wan Jun has a very clear understanding of the current situation, and it is precisely because of this sense of crisis that the DeepWay has always maintained the momentum to move forward.
everything in the past is a preface. The prelude to 2025 has already begun. Can DeepWay Shenzhen "go further" and strive to double its sales volume and advance again in the industry ranking?
first commercial vehicle network will continue to pay attention to the report.
