Core Viewpoint - The article highlights the strong performance of the pickup truck market in China, with significant year-on-year growth in both sales and production, driven by key players like Great Wall Motors and the increasing demand for electric pickups [2][3]. Pickup Truck Sales - In November 2025, the pickup truck market sold 56,000 units, marking an 18.8% year-on-year increase and a 16.8% month-on-month increase, reaching a five-year high [2]. - From January to November 2025, total sales reached 537,000 units, reflecting a 12.1% year-on-year growth [2]. - The production in November 2025 was 52,000 units, up 8% year-on-year, with a total production of 527,000 units from January to November, showing a 14.5% increase [2]. Key Players in the Market - Great Wall Motors continues to lead the pickup market, with stable performance both domestically and internationally [2]. - Other strong performers include Changan Automobile, SAIC Maxus, JAC Motors, and Zhengzhou Nissan, with notable growth in exports [2]. - The domestic retail market shows a "one strong, many strong" pattern, with Great Wall, JMC, Zhengzhou Nissan, Radar, and Jiangxi Isuzu performing well [2]. Regional Demand - The main demand for pickups is concentrated in the Southwest and Northwest regions, which accounted for 45% of total demand in November 2025 [2]. - The performance in the Beijing-Tianjin-Hebei region is weaker compared to the western regions [2]. Export Performance - In November 2025, China exported 32,000 pickups, a 54% year-on-year increase and a 19% month-on-month increase, with total exports reaching 268,000 units from January to November, up 22% year-on-year [3]. - Exports accounted for 45% of total pickup sales in 2024, rising to 57% in November 2025 [3]. New Energy Pickup Trucks - In November 2025, sales of new energy pickups reached 8,000 units, a remarkable 152% year-on-year increase and a 40% month-on-month increase [3]. - Cumulatively, 67,000 new energy pickups were sold from January to November 2025, reflecting a 335% increase [3]. - Major contributors to new energy pickup sales include BYD, with 3,594 units sold overseas, and other brands like Geely and Changan also showing significant sales [3].

点 击 蓝 字 关 注 我 们 本文全文共 4147 字，阅读全文约 14 分钟 (来源:全国汽车标准化技术委员会 ） 关于征求《汽车芯片环境及可靠性通用规范》推荐性国家标准意见的函 关于公开征求《车用电器盒》等4项汽车行业标准意见的函 12月8日，全国汽车标准化技术委员会电子与电磁兼容分会公布"关于征求《汽车芯片环境及可靠性通用 规范》推荐性国家标准意见的函"。 函告称，由全国汽车标准化技术委员会汽车电子与电磁兼容分技术委员会组织起草的《汽车芯片环境及 可靠性通用规范》推荐性国家标准已形成征求意见稿。现提交公示，广泛征求意见。征求意见截止日期：2026 年2月6日。 性）低温启动试验；附录B（规范性）低温运行试验；附录C（资料性）高温工作寿命试验条件，共三个附 录。 本文件规定了汽车芯片环境及可靠性通用要求和试验方法，不包括电磁兼容性（EMC）。本文件适用于 安装在车辆上的芯片产品，但不包含专用于电动汽车的芯片产品。 随着智能化、网联化、电动化等趋势的不断演进，汽车电子系统中的芯片占比将不断增加，未来智能网 联汽车约70%的核心技术需要依靠汽车芯片来实现，汽车芯片已经成为中国智能网联汽车发展战略的重要公关 ...

Core Viewpoint - The article provides an overview of new vehicle launches scheduled for December 2025, detailing specifications, pricing, and market segments for various manufacturers [2][4]. Group 1: Manufacturer Summaries - **SAIC-GM Buick**: Launching the "Buick Zhijing Shijia" on December 5, 2025, as a C MPV with a price range of 43.99 to 46.99 million yuan. It features a 1.5T plug-in hybrid engine and a 2DHT transmission [8]. - **BAIC Manufacturing**: The "Ruisen M8" will also debut on December 5, 2025, in the C MPV segment, priced between 15.98 and 22.98 million yuan. It offers both range-extended and pure electric versions with varying battery capacities [16]. - **Chery Automobile**: The "Jetour X90 PRO" is set for release on December 10, 2025, as a B SUV, with prices from 13.59 to 16.79 million yuan, featuring a 1.6T engine and DCT7 transmission [24]. - **Geely Automobile**: The "Lynk & Co 10 EM-P" will launch on December 10, 2025, in the C NB segment, priced between 17.58 and 18.98 million yuan, equipped with a 1.5T plug-in hybrid engine [32]. - **Dongfeng Motor**: The "Lantu Zhuiguang L" will be available on December 10, 2025, as a C NB with a price range of 27.99 to 30.99 million yuan, featuring a 1.5T plug-in hybrid engine [40]. - **Chery Automobile**: The "Ariya 8 Pro" is scheduled for December 10, 2025, in the A NB segment, priced at 14.79 million yuan, equipped with a 2.0T engine [48]. - **Changan Automobile**: The "Deep Blue S07" will launch on December 11, 2025, as a B SUV, with prices from 16.49 to 17.49 million yuan, featuring a pure electric powertrain [56]. - **Great Wall Motors**: The "Haval H9" will be released on December 11, 2025, as a C SUV, priced at 25.79 million yuan, featuring a 2.4T diesel engine [64]. - **Great Wall Motors**: The "Tank 300" will also launch on December 11, 2025, as an A SUV, with a price range of 22.68 to 24.48 million yuan, offering both gasoline and diesel engine options [72]. Group 2: Technical Specifications - **Buick Zhijing Shijia**: Dimensions are 5,260 mm in length, 2,023 mm in width, and 1,820 mm in height, with a wheelbase of 3,160 mm. The engine delivers 132 kW and 255 Nm of torque, while the electric motor provides 330 kW and 520 Nm [8]. - **Ruisen M8**: Measures 5,317 mm in length, 1,870 mm in width, and 1,955 mm in height, with a wheelbase of 3,200 mm. The range-extended engine produces 112 kW and 210 Nm, while the electric motor offers 170 kW and 310 Nm [16]. - **Jetour X90 PRO**: Dimensions are 4,858 mm in length, 1,925 mm in width, and 1,780 mm in height, with a wheelbase of 2,850 mm. The 1.6T engine produces 145 kW and 290 Nm [24]. - **Lynk & Co 10 EM-P**: Measures 5,050 mm in length, 1,966 mm in width, and 1,487 mm in height, with a wheelbase of 3,005 mm. The engine delivers 120 kW and 255 Nm [32]. - **Lantu Zhuiguang L**: Dimensions are 5,125 mm in length, 1,985 mm in width, and 1,522 mm in height, with a wheelbase of 3,010 mm. The engine produces 110 kW and 220 Nm [40]. - **Ariya 8 Pro**: Measures 4,812 mm in length, 1,843 mm in width, and 1,469 mm in height, with a wheelbase of 2,790 mm. The engine delivers 192 kW and 400 Nm [48]. - **Deep Blue S07**: Dimensions are 4,750 mm in length, 1,930 mm in width, and 1,625 mm in height, with a wheelbase of 2,900 mm. The electric motor produces 190 kW and 290 Nm [56]. - **Haval H9**: Measures 5,070 mm in length, 1,976 mm in width, and 1,960 mm in height, with a wheelbase of 2,850 mm. The diesel engine produces 137 kW and 490 Nm [64]. - **Tank 300**: Dimensions are 4,750 mm in length, 1,930 mm in width, and 1,903 mm in height, with a wheelbase of 2,750 mm. The gasoline engine delivers 167 kW and 387 Nm [72].

Industry Insights - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was released by the China Society of Automotive Engineers on October 22, aiming for over 80% penetration of new energy vehicles in the market by 2040, positioning China among the world's leading automotive powers [2] - The new roadmap emphasizes sustainable development of energy-saving vehicles, iterative upgrades of new energy vehicles, and the evolution of intelligent connected vehicles, structured into a comprehensive report with five technical groups and 26 specialized topics [2] Product Analysis - The development of new energy VANs is influenced by policy regulations, including a reduction in vehicle purchase tax for new energy vehicles from 2026 to 2027, with specific technical requirements for electric passenger vehicles [4] - The penetration rate of new energy in specialized VANs is currently low at 10.2%, with significant growth potential as battery technology advances and policies support the transition [14] - The trend towards larger vehicle sizes and cargo volumes in new energy VANs is evident, with a shift from vehicles under 4.5 meters to those between 4.5-5 meters, and cargo volumes increasing from 5 cubic meters to 7-8 cubic meters [15] Sales Forecast - The light commercial vehicle market is expected to maintain stability amid structural adjustments, with sales projected to reach approximately 2.837 million units in 2025, reflecting a growth of 4.1%, and a slight increase to around 2.9 million units in 2026 [19]

Domestic News - The "National Subsidy" policy is expected to continue in 2026, with an increase in funding for consumer goods replacement programs, expanding to include digital products and home appliances [4] - Hunan's electric vehicle exports have surpassed 10.7 billion yuan, with significant growth in emerging markets like Indonesia and Mexico [5] - The second-hand car market in China shows signs of recovery, with daily transaction volumes increasing by 3.46% week-on-week [6] - Deep Blue Automotive has achieved a milestone of 700,000 vehicle deliveries [7] - Leap Motor's chairman and a major shareholder have increased their holdings by 2.15 million shares, totaling over 100 million HKD [8] - BAIC Blue Valley plans to lend up to 6 billion yuan to its subsidiary for project implementation [9] - GAC Group is set to enter the Japanese electric vehicle market in 2026, aiming for 2,000 orders by 2027 [10] - SaiKe Technology's Chongqing base has commenced production, contributing to the expansion of its manufacturing network [11] International News - The EU is considering a conditional five-year delay on the ban of fuel vehicles, allowing certain hybrid models to continue sales until 2040 [12] - Stellantis has partnered with Bolt to explore the commercial operation of L4 autonomous Robotaxis in Europe [13] - Audi has formed a strategic partnership with UST, which will acquire a majority stake in Italdesign [14] - SK On and Ford have agreed to terminate their joint venture in the U.S., with both companies operating their respective production facilities independently [16] Commercial Vehicles - The "14th Five-Year" modern comprehensive transportation system development plan has been released in Henan Province, focusing on green transformation and electric vehicle promotion [17] - The 2025 commercial vehicle extreme record has been announced, highlighting advancements in fuel and electric heavy-duty trucks [18][19] - Jiangling Group has multiple units recognized in the provincial green manufacturing list, showcasing its commitment to sustainable development [20] - BYD's electric buses have won the 2026 German Design Award, reflecting the company's design and technological prowess [21]

Sales Performance - In October, the total passenger car sales reached 2.103 million units, a year-on-year decrease of 9.3% and a month-on-month decrease of 6.5% [4] - The new energy vehicle (NEV) market sales were approximately 1.189 million units, showing a slight year-on-year increase of 0.6% but a month-on-month decrease of 7.6% [4] - NEVs accounted for 56.5% of total passenger car sales in October, a decrease of 0.7% from the previous month but an increase of 5.6% compared to the same month last year [4] New Energy Market Performance - In October, pure electric vehicle sales were about 763,000 units, a year-on-year increase of 12.8% but a month-on-month decrease of 8.9% [9] - Plug-in hybrid sales were approximately 426,000 units, showing a year-on-year decrease of 15.7% and a month-on-month decrease of 5.2% [9] - Cumulative NEV sales reached 9.823 million units by 2025, with a cumulative year-on-year increase of 19.6% [9] Top Cities for NEV Sales - The top 10 cities accounted for 26.1% of NEV sales, an increase of 0.7% from the previous month [10] - The top three cities for NEV sales were Shanghai, Zhengzhou, and Chengdu, with Xi'an replacing Ningbo in the top ten [10] - NEV penetration rates in the top 10 cities exceeded 50%, with Shenzhen leading at 69.9%, followed by Shanghai at 65.0% and Hangzhou at 64.8% [10] Pure Electric Market Analysis - The top three segments in the pure electric market were A00 class (17.1%), A0 class (16.3%), and B-SUV (13.8%) [15] - The C-SUV market share increased significantly from 5.8% to 11.5% year-on-year, while the A-SUV market share decreased from 15.1% to 10.2% [15] - Personal users accounted for 89.2% of pure electric vehicle sales in October, a year-on-year increase of 19.2% [16] Industry Dynamics - Nexperia, a semiconductor company, faced a regulatory freeze from the Dutch government, impacting the global automotive semiconductor supply chain and highlighting risks in China's automotive industry [21] - The freeze was a response to U.S. export controls, affecting Nexperia's operations and leading to potential production impacts on approximately 9 million vehicles globally [22] - JD.com announced a strategic partnership with Changan Automobile and GAC to launch a new electric vehicle, aiming to target family and young first-time car buyers [23] Policy Updates - The Ministry of Industry and Information Technology released new technical requirements for NEVs, effective from January 1, 2026, which include stricter energy consumption limits for electric and plug-in hybrid vehicles [29][31]

Domestic News - Jilin Province's 14th Five-Year Plan suggests transforming the traditional automotive industry towards new energy smart connected vehicles, enhancing the petrochemical industry, and promoting green and high-end development in metallurgy and building materials [7][8] - Jiangsu Province's 14th Five-Year Plan emphasizes boosting consumption in automobiles, home appliances, and smart terminals, while enhancing public service spending to increase residents' consumption capacity [9] - Shijiazhuang's 14th Five-Year Plan focuses on accelerating the development of key areas such as automotive electronics and enhancing the resilience and safety of industrial supply chains [10] Automotive Industry Developments - Volkswagen and XPeng's first collaborative model is set to launch on December 31, with a development cycle of only 18 months, featuring a size of 4853*1852*1566 mm and a maximum power of 170 kW [11] - Leado Automotive has launched a flexible upgrade winter benefit activity, offering limited-time discounts on rental orders during the winter season [12] - GAC's V2G project has achieved a cumulative discharge of over 1 million kWh, with a total participation of 100,000 vehicles [13] - Xiaomi Automotive has published a patent for a fuel level display method aimed at improving the driving experience by reducing fuel level fluctuations [14] - Changan Automobile has rolled out its 30 millionth vehicle, aiming for 5 million units by 2030, with over 60% being new energy vehicles [15] International News - VinFast delivered over 23,000 vehicles in Vietnam in November [16] - Toyota will incorporate Wolfspeed's silicon carbide devices into its onboard charging systems for electric vehicles [17] - Nissan has signed a cooperation agreement with Wayve to integrate AI technology into its ProPILOT series for advanced driving assistance systems [18] - Stellantis plans to launch a small electric Fiat car named Topolino in the U.S., with a top speed of 45 km/h and a range of 75 km on a single charge [19] Commercial Vehicles - A new remote electric bus has been launched in Beijing, marking a strategic partnership between the remote new energy commercial vehicle group and a local transport company [22] - Faurecia has been approved to establish an intelligent transmission innovation center, enhancing its technological capabilities in the commercial vehicle sector [23] - Dongfeng Liuzhou has partnered with HTWO Guangzhou to deliver 100 hydrogen fuel cell trucks, marking a significant step in the large-scale application of hydrogen fuel vehicles [24] - Dongfeng's new fourth-generation small truck, the T7 series, is set to be launched on December 13 [25][26]

Core Viewpoint - The article discusses the new policies and technical requirements for the exemption of vehicle purchase tax for new energy vehicles (NEVs) in China, effective from January 1, 2026, aiming to promote technological advancement and market stability in the NEV sector [4][5][12]. Group 1: Technical Requirements for NEVs - The technical requirements for pure electric passenger vehicles will be adjusted to ensure that the energy consumption per 100 kilometers does not exceed the limits set by the new standards, with an overall tightening of about 11% compared to previous standards [7][8]. - For plug-in hybrid (including range-extended) vehicles, the pure electric driving range requirement will increase significantly from 43 kilometers to at least 100 kilometers, indicating a substantial shift towards higher efficiency [9][19]. - The fuel consumption limits for plug-in hybrids will also be adjusted, with stricter requirements for different vehicle weights, promoting a shift towards more energy-efficient models [10][19]. Group 2: Policy Implementation and Transition - The new policies will allow vehicles that meet the updated technical requirements to be included in the tax exemption directory, while those that do not comply will be removed, providing a clear framework for manufacturers to adapt [11][12]. - The announcement emphasizes the importance of aligning the vehicle purchase tax exemption with the latest energy consumption standards, thereby encouraging technological progress in the automotive industry [12][19]. - The transition period allows manufacturers to innovate and improve their products to meet the new standards, ensuring that most models can comply by the time the regulations take effect [12]. Group 3: Impact on the Industry - The adjustments in technical requirements are expected to drive the automotive industry towards higher energy efficiency and lower emissions, aligning with national goals for carbon reduction [10][12]. - The policies are designed to support the development of key areas in the NEV sector, such as electric buses and commercial vehicles, while maintaining existing standards for fuel cell vehicles [19]. - The overall impact of these changes is anticipated to stabilize the NEV market and cater to diverse consumer needs, ensuring a balanced approach to industry growth and environmental sustainability [12][19].

Domestic News - Jiangsu has established its first batch of intelligent orderly charging pilot communities, enhancing the synergy between new energy vehicles and the new power system through IoT, big data, and AI technologies [3] - Sichuan's 14th Five-Year Plan emphasizes the development of emerging industries, including smart connected vehicles, and aims to strengthen strategic emerging industry clusters [4] - Hainan's 14th Five-Year Plan supports the orderly international expansion of new energy vehicle companies and aims to optimize cross-border financial and data flow policies [5] - Yu Chengdong revealed multiple new car models from Hongmeng Zhixing, including a high-end coupe and the flagship MPV Zhi Jie V9, expected to launch next year [6] - Li Auto plans to launch its first L4 autonomous driving model within three years, transforming cars into AI-driven "space robots" [8] - Geely has developed China's first crash test dummy tailored for occupant protection in various postures, in collaboration with Hunan University [9] - GAC has introduced its AION and HYPTEC new energy vehicle series to the Saudi market [10] - Anhui Jianghuai Automobile has established a new company focused on power drive systems [11] International News - Renault Group and Ford have signed a strategic partnership to develop two new electric vehicle models based on the Ampere platform [12] - Stellantis and Bolt are collaborating to explore the deployment of L4 autonomous vehicles for commercial operations in Europe, with a target for mass production by 2029 [14] - Mercedes-Benz is partnering with Momenta to deploy autonomous vehicles in Abu Dhabi's taxi market [15] - Uber plans to invest $2 billion in Japan over the next five years [16] Commercial Vehicles - A new national standard for hazardous goods transport vehicles will be implemented on July 1, 2026, enhancing safety and requiring advanced electronic stability and emergency braking systems [18] - The world's largest hydrogen fuel cell commercial vehicle demonstration project has been launched in Xinjiang, with the delivery of 500 hydrogen fuel cell trucks [19] - Zhejiang province is supporting the planning and construction of charging infrastructure for new energy heavy trucks [20] - SANY has officially launched its bank in Brazil and unveiled a new series of heavy trucks [21]

点 击 蓝 字 关 注 我 们 国家宏观经济持续向好，消费信心相对稳定，但由于部分地区的以旧换新和报废更新补贴政策大幅收 紧，11月零售出现环比负增长，而且燃油车零售达到下降22%，因此近期经销商的观望心态也较强。随着反内 卷的效果良好，市场促销力度保持温和，因此月初的零售进度并不快。受今年新能源车车购税免税到期，明年 买车多5个点车购税的政策影响，消费者年末购车紧迫感仍会很强。为应对交付周期延长导致的消费者购车成 本上升，车企纷纷推出购置税补贴方案，这种兜底式方案只是今年年末的暂时行为，未来不可持续。 3.2025年12月全国乘用车厂商批发销量走势 本文全文共 3585 字，阅读全文约需 12 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载：www.cpcaauto.com 1.本周车市概述 乘用车： 12月1-7日，全国乘用车市场零售29.7万辆，同比去年12月同期下降32%，较上月同期下降8%， 今年以来累计零售2,178.1万辆，同比增长5%；12月1-7日,全国乘用车厂商批发29.8万辆，同比去年12月同期下 降40%，较上月同期下降18%，今年以来累计批发2,706.3万辆， ...