From selling 4564 units in 2020 to now exceeding 17,000 units in monthly sales, a remote leap forward has forged a champion brand.

According to data, in September 2025, the penetration rate of new energy vehicles in the Chinese commercial vehicle market has climbed to 31.4%. This significant increase from the full-year 2024 penetration rate of 19.6% marks a growth of over 10 times compared to 2.7% in 2020, signaling that new energy commercial vehicles are officially transitioning from being an "optional" item to a "necessity" in the industry. At the same time, the industry's driving logic has completed a key switch from being policy subsidy-driven in the past to entering a new stage of development driven by technological iteration and market demand. In this context, remote new energy commercial vehicles have become a core sample of industry transformation, with a performance of nearly 120% compound annual growth rate in sales over the past five years. Industry transformation: Resonance between technological breakthroughs and policy shifts The rising penetration rate of new energy commercial vehicles is not the result of a single factor. Looking back to around 2020, the industry's growth was highly dependent on vehicle purchase subsidies, and some companies faced transformation stagnation after the subsidies were reduced. However, in recent years, with the continuous optimization and maturity of new energy three-electric technologies, the increasingly perfect supporting facilities, and the iterative upgrade of intelligent management, new energy commercial vehicles have surpassed traditional fuel vehicles in terms of economy, efficiency, reliability, and convenience, becoming the preferred choice for logistics companies. For example, remote introduced the special battery for new energy commercial vehicles - Xuanwu battery, which integrates eleven modules including PMS, BMS, not only was the first to pass the GB38031-2025 new national standard known as the "strictest battery safety decree in history," but also the industry's first to promise an 80,000 km warranty over 10 years, covering the entire lifecycle of new energy commercial vehicles in all scenarios. The improvement of supporting facilities further reduces the threshold for usage while effectively increasing the attendance efficiency of new energy commercial vehicles, accelerating the replacement of traditional fuel vehicles by new energy vehicles. Under the guidance of the "1.2.3.3" ecological strategy, remote's alcohol-hydrogen ecological technology insists on the integrated development of methanol preparation, methanol refueling, and alcohol-hydrogen power, adopts a flexible station construction model around user operation scenarios, and has established over 900 methanol refueling stations in key regions and routes nationwide, providing solid support for the promotion of alcohol-hydrogen electric commercial vehicles. Remote's growth logic: Technological barriers and ecological closed-loop Behind the industry's growth, competition has entered a white-hot stage. Traditional fuel commercial vehicle brands are accelerating the launch of new energy product lines, while new forces in the industry are entering niche markets with intelligent advantages. As industry concentration increases, companies with core technologies and mature business models begin to show head-back effects. The sales data released by remote this time is essentially the result of technological accumulation and early layout of business models. In the field of electric vehicles, remote established ZhiXin Technology, independently developed a full-stack technology of three electric core technologies more suitable for the needs of commercial vehicles, gradually forming two core technologies of intelligent cloud control and core integration, achieving the core advantages of high efficiency, lightweight, low cost, and long warranty of the three-electric system. Starting from commercial vehicle usage scenarios, remote's new energy commercial vehicles equipped with alcohol-hydrogen electric systems can cover all usage scenarios in China from Mohe to Turpan, from plains to plateaus. As a liquid new energy, alcohol-hydrogen electric vehicles, based on the advantages of economy, environmental friendliness, safety, and sustainability, enrich the route of automotive electrification technology, help solve China's energy security and emission reduction issues in the transportation sector, and bring users better TCO performance. More importantly, the upgrade of the business model. Remote took the lead in the industry to release the "Ecology 3.0 Strategy," promoting the integration of the three networks between dealers, operators, and service providers, providing comprehensive empowerment in platform management standards, digital management tools, and other aspects, constructing a comprehensive ecological partner system that covers all areas, and promoting companies' transformation from "manufacturing-oriented companies" to "ecological service-oriented companies". As a new force in the commercial vehicle industry, remote integrates user-centric and scenario-centric thinking into the vehicle manufacturing system, dedicates itself to user-based innovation, proposes a forward-looking research and development based on user demand, rebuilds the industry layout through ecology, and creates an ecological remote. Around the three synergies of "vehicle and goods, vehicle and energy, vehicle and environment," Remote's construction of a large-scale industry ecology is achieved. From the perspective of the capital market, remote's core value lies in its growth certainty during the industry's transformation period. Looking at sales data, its compound annual growth rate of nearly 120% over the past five years has achieved exponential growth. In the first three quarters of 2025, sales reached 107,826 vehicles, with a single-month sales volume exceeding 17,000 vehicles in September, compared to 4,564 units in full-year 2020, the monthly sales volume is now four times that of the annual sales volume five years ago. Remote's market share of new energy logistics vehicles has increased from 5.2% in 2020 to 21.1%, ranking third in the "Oil-Electric Full List" for two consecutive months. Its leading position in niche markets is further consolidated, giving it a voice in product value in the field. The breakthrough in overseas markets opens up a second growth curve, with exports ranking first in markets such as the UK, Spain, Belgium, and Australia. From a valuation perspective, the core valuation logic of new energy commercial vehicle companies has shifted from "policy dividend" to "technological barriers + ecological capabilities." With the support of Geely Holding Group Central Research Institute, remote's new energy commercial vehicle group has established China's largest new energy commercial vehicle research institute, bringing together over 2,000 R&D engineers worldwide, focusing on the development of new energy and intelligent technologies for commercial vehicles. As of now, it has applied for over 4,000 patents, including a large number of core technology patents related to new energy vehicles, leading and participating in the formulation of 86 national, industry, and group standards. Remote's current research and development investment, number of patents, and ecological coverage have formed a differentiated advantage. The increase in the penetration rate of new energy commercial vehicles is essentially a microcosm of the zero-carbon transformation in China's transportation sector. Considering that new energy commercial vehicles account for 5.3% of the total vehicle fleet, there is still a considerable vertical replacement market size in the future. In the process of the industry transitioning from "incremental competition" to "stock replacement," companies with technological moats and ecological capabilities are more likely to have an advantage in long-term competition. Remote, as the head enterprise with "41 consecutive months of sales champion in the industry," defines new industry standards through technological and model exploration, constructs a trillion-dollar green industrial chain, and builds core barriers for future industry competition through a full-chain layout.