--- title: "Dongfeng Unveils 2030 Plan, Betting 2 Million Units on Overseas Markets" type: "News" locale: "en" url: "https://longbridge.com/en/news/284195125.md" description: "Catching up" datetime: "2026-04-27T10:24:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284195125.md) - [en](https://longbridge.com/en/news/284195125.md) - [zh-HK](https://longbridge.com/zh-HK/news/284195125.md) --- # Dongfeng Unveils 2030 Plan, Betting 2 Million Units on Overseas Markets Author | Zhou Zhiyu The Beijing Auto Show has always been a window for central state-owned automotive enterprises to showcase their strategies. Over the past year, Dongfeng Motor's new energy vehicle sales just surpassed 1 million units in 2025, its joint venture segment continued to shrink, and its independent brands just completed a round of integration. What is the next step? At the Beijing Auto Show opening on April 24, Feng Changjun, General Manager of Dongfeng Motor, provided the answer: "East Wind Rising 2030." The core figure is singular: 5 million units. Growing from the current 3.25 million units to 5 million units over four years implies a compound annual growth rate of 11%. Forty percent of the 5 million units will come from overseas markets, amounting to 2 million units. This year's export target is 600,000 units, while DONGFENG GROUP's overseas deliveries in 2025 are still in the ramp-up phase. Growing from 600,000 to 2 million units in four years represents the steepest growth slope in the entire plan. Feng Changjun outlined a roadmap called "Skyward Sail": investing over 100 billion yuan, launching 55 global models, and achieving a 50% localization rate. A 50% localization rate means at least 1 million units will be produced in overseas factories. With plant construction cycles typically lasting 18–24 months, large-scale capacity implementation must begin before the end of this year. Changan already sold 536,000 units overseas in 2024, while Geely and Chery have even larger volumes. Dongfeng is not a leader in the overseas expansion race; it needs to prove the pacing and efficiency of its 100 billion yuan investment. Among the three technical initiatives, "Tianyuan Intelligence" features the most aggressive wording. Dongfeng defines automobiles as "high-level intelligent agents capable of autonomous thinking," proposing an embodied intelligence route centered on the "Taiji Large Model." This phrasing is uncommon among central state-owned automakers—but with the Taiji Large Model lacking public technical details, it is difficult for outsiders to judge its differentiated positioning compared to solutions like Huawei ADS and Momenta. The anchor for "Tianjing Zero Carbon" is more tangible. The 400kW fuel cell stack represents Dongfeng's existing advantage in the hydrogen commercial vehicle sector. The strategy of "pure electric foundation, hydrogen leadership, diversified layout" is clearly layered: passenger vehicles will follow the pure electric path, commercial vehicles will adopt hydrogen, and frontier reserves cover hydrogen-ammonia-methanol engines and electrofuels. This line naturally aligns with Dongfeng's commercial vehicle base. Dongfeng does not lack technical direction; the question is how to efficiently implement technological investments within a still complex brand matrix. Dongfeng already underwent surgery last year. In June 2025, the three brands eπ, Aeolus, and Nammi were integrated into eπ Technology, selling 276,000 units for the full year. Voyah sales doubled to 150,000 units, a year-on-year increase of 87%. Mengshi broke through the 10,000-unit mark. The independent segment finally has some respectable figures. eπ Technology has set a five-year goal of "1 million units in sales and 100 billion yuan in revenue." If this volume can be achieved, Dongfeng's independent base will truly be established. However, at the Beijing Auto Show, Yijing launched the X9 as another new brand. Opening a new brand right after a contraction is a rhythm worth noting. Yijing's positioning and price range were not disclosed at the launch event; how it will differentiate its market from Voyah and eπ Technology remains an unanswered question. Including joint venture partners Nissan, Honda, Peugeot, and Citroën, Dongfeng still has more than ten passenger car brands operating simultaneously. The issue of brand efficiency is half-done, not finished. Pressure is even greater in the joint venture camp. Sales of Dongfeng Nissan and Dongfeng Honda continue to decline, while Shenlong Automobile sells less than 60,000 units annually. Materials mention "empowering joint ventures with new energy and intelligent technologies," indicating a role reversal in joint venture relationships: from Chinese parties learning technology from foreign parties, to Chinese parties exporting technology to the joint venture system. Whether this transition can be implemented will directly affect the stability of Dongfeng's domestic sales base. The concept car EQ Reborn originates from the military vehicle EQ240 lineage, defining an "Eastern Light Off-Road Life Philosophy." The launch event provided no powertrain parameters or platform information, and the light off-road segment is already crowded. It serves more as a signal of brand elevation rather than a product that can contribute to sales in the short term. Dongfeng is not the only central state-owned automaker to release long-term plans at the Beijing Auto Show. The State-owned Assets Supervision and Administration Commission (SASAC) of the State Council has repeatedly emphasized promoting strategic restructuring of central state-owned automotive enterprises to increase industry concentration. Last year, although the merger between Dongfeng and Changan was paused, the direction of integration has not changed. Each central state-owned automaker needs to prove its value during the window period of independent operation: whether brands can continue to converge, whether overseas growth can be realized, and whether technological investments can be transformed into competitiveness. The graders of these answers are not the audience at the launch events, but the sales data in each upcoming quarter. Dongfeng has drawn a growth line from 3.25 million to 5 million units. It needs subsequent quarterly sales data and market feedback for each new model to gradually verify this trajectory. 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