12月12日，北汽福田汽车股份有限公司发布2025年第八次临时股东会决议公告。同日，福 田汽车发布选举职工代表董事的公告。 职工代表董事将与2025年12月11日公司第八次临时 股东会选举产生的10名董事共同组成第十届董事会，并按照《公司法》《公司章程》的相关 规定行使职权。 这两个公告的发布，标志着福田汽车 正式开启以新一届董事会为核心引领的全新发 展阶段。 | 1、出席会议的股东和代理人人数 | 633 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 4, 238, 598, 138 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例(%) | 53.5352 | 1、审议通过《关于选举第十届董事会非独立董事的议案》 经审议表决，决议如下：选举常瑞同志、武锡斌同志、吴骥同志、顾鑫同志、王学权同志、 王德成同志为公司第十届董事会董事。张泉同志不再担任公司董事。 同时，依据《公司章程》相关规定，公司五届九次职工代表大会选举蔡恩禹同志担任公司第 十届董事会职工代表董事，李庆华同志不再担任公司职工代表董事。 2、审议通过了《关于选举第十届 ...

Core Viewpoint - The article highlights the strategic partnership between Wanliyang and Shaanxi Automobile Group, showcasing Wanliyang's three key products in the medium and heavy truck market, emphasizing their technological advancements and market positioning [1][9][11]. Product Overview - Wanliyang showcased three flagship products: 12AG280, 10AG120, and 4EG280, which are positioned to meet diverse market needs in the medium and heavy truck sectors [1][4]. - The 12AG280 is a heavy-duty AMT with a transmission efficiency of 99.8% and a fuel-saving rate exceeding 3%, targeting the mainstream heavy truck market [4]. - The 10AG120 is the first integrated 10-speed AMT for medium trucks, achieving a B10 lifespan of over 2 million kilometers and a fuel-saving rate of 6% [4]. - The 4EG280 is an electric drive system for new energy heavy trucks, featuring a peak torque of 22,000 N-m and a motor efficiency of 97% [4]. Competitive Advantages - Wanliyang's products leverage international advanced technologies and components from top suppliers, ensuring high performance and reliability [4][5]. - The company offers competitive pricing, providing products at approximately 70% of the cost of imported brands while maintaining comparable performance [14][17]. - Wanliyang's rapid response capability allows for quick product development, with new products being launched in as little as 3-6 months [17]. Market Strategy - The partnership with Shaanxi Automobile signifies a deeper collaboration, enhancing Wanliyang's position as a key supplier in the heavy truck market [11][12]. - Wanliyang aims to cover all energy types and tonnage categories, transitioning from a component supplier to an industry innovator [12][18]. - The company is focused on breaking the monopoly of foreign brands in the AMT market, promoting the adoption of automatic transmissions in medium and heavy trucks [12][18]. Industry Impact - Wanliyang's advancements are expected to significantly influence the domestic heavy truck market, shifting the perception of local brands from being secondary players to key competitors [18].

12月12日晚间，上海动力汽车科技股份有限公司发布关于法院裁定批准子公司重整计划的公告。重庆市第五中级人民法院（以下简称重 庆五中院）已于2025年12月12日裁定批准了上汽红岩汽车有限公司重整计划，并终止了上汽红岩汽车有限公司重整程序。 上汽红岩重整进展情况 2025年12月12日，上汽红岩收到重庆五中院（2025）渝05破282号之四《民事裁定书》。该《民事裁定书》主要内容如下： 本院认为，上汽红岩汽车有限公司依照《中华人民共和国企业破产法》（简称《企业破产法》）第八十条第一款的规定制作了《上汽红 岩汽车有限公司重整计划（草案）》，在法定期限内向人民法院和债权人会议提交，符合法律规定。审议表决《上汽红岩汽车有限公司 重整计划（草案）》的第二次债权人会议的有关召集、分组及表决程序，符合《企业破产法》第六十三条、第八十二条、第八十三条、 第八十四条、第八十五条，《最高人民法院关于适用〈中华人民共和国企业破产法〉若干问题的规定（三）》第十一条，以及《中华人 民共和国公司法》有关表决的规定。第二次债权人会议表决结果符合《企业破产法》第八十六条的规定，《上汽红岩汽车有限公司重整 计划（草案）》已获表决通过。 《上汽 ...

Core Viewpoint - The heavy truck market in China experienced a significant increase in sales in November 2025, with a year-on-year growth of 65%, marking the highest monthly sales of the year and surpassing the traditional peak seasons of "Golden September and Silver October" [1][20]. Sales Performance - In November 2025, the total sales of heavy trucks reached 113,200 units, reflecting a month-on-month increase of 7% and a year-on-year increase of 65%, with the growth rate expanding by 5 percentage points compared to October 2025 [4][11]. - The average sales volume for November over the past decade was approximately 78,700 units, with only two years exceeding 100,000 units, making the November 2025 performance notably strong [4][6]. Cumulative Sales Data - From January to November 2025, cumulative heavy truck sales reached 1,042,300 units, representing a year-on-year increase of 27%, with a net increase of over 224,500 units compared to the same period last year [8][15]. - The average monthly sales for the year stood at approximately 94,600 units, significantly higher than the averages for 2024 and 2023 [8]. Market Share and Competition - In November 2025, five companies sold over 10,000 units each, with the top two companies, Heavy Truck and Liberation, selling 28,800 and 23,800 units respectively, maintaining a combined market share of 87.78% among the top five companies [11][13]. - The top ten companies accounted for 96.43% of the market share, indicating a high level of concentration within the industry [11][17]. Year-on-Year Growth of Companies - All top ten companies in the heavy truck market achieved year-on-year sales growth in November, with some companies like Foton and Xugong experiencing growth rates of 139% and 150% respectively [13][17]. - The market share of the top five companies increased to 90.30%, reflecting a strengthening of industry concentration compared to the previous year [17][18]. Future Outlook - With the strong performance in November, it is anticipated that the total heavy truck sales for 2025 will exceed 1.1 million units, with the final figures expected to be confirmed in December [20].

Core Viewpoint - Jianghuai Automobile is committed to transforming its commercial vehicle segment, focusing on high-quality development through innovation, digitalization, and ecological collaboration, aiming to lead the industry in the transition to new energy and intelligent solutions [6][11]. Group 1: Event Overview - The 2026 Jianghuai Automobile Commercial Vehicle Marketing Conference was held in Hefei, Anhui, with over 1,000 representatives from more than 800 dealerships discussing new trends in the commercial vehicle industry [3][4]. - The conference theme was "Gathering Strength to Open New Situations, Winning the Future Together," showcasing over 30 models and core components, emphasizing the strategic determination to strengthen and expand the commercial vehicle sector [4][21]. Group 2: Strategic Focus - Jianghuai Commercial Vehicles is focusing on high-quality development, leveraging hard technology and ecological collaboration to accelerate the layout of new energy and intelligent strategies [6][10]. - The company aims to enhance its core competitiveness through digital operations and ecological co-construction, with a forward-looking vision and systematic thinking for future planning [6][10]. Group 3: Product and Market Performance - By the end of November 2025, Jianghuai's new energy light trucks ranked among the top three in the industry, with high-end models powered by Cummins exceeding 20,000 units in sales [14]. - The sales of wide-body models increased by 20% year-on-year, and online transactions accounted for over 25%, indicating significant success in digital marketing [14]. Group 4: User-Centric Innovations - Jianghuai has introduced a user lifecycle solution centered around "Smart Chain·Coexistence," aiming to create a data-driven closed loop covering vehicle selection, operation, and service [15][19]. - The company has established over 1,600 service outlets and a 24-hour intelligent service platform to provide enhanced service quality for light truck users [19]. Group 5: Future Directions - Jianghuai is committed to the new energy transition as a necessary trend in the automotive industry, focusing on intelligent and green development while deepening digital and ecological operations [11]. - The company is building a comprehensive product matrix centered on five series of new energy products, covering various application scenarios from urban delivery to intercity transport [11].

12月12日，北汽福田汽车股份有限公司发布2025年第八次临时股东会决议公告。本次会议 采取现场记名投票与网络投票相结合方式进行表决，董事长常瑞主持本次股东会。本次会议 的召集、召开及表决方式符合《公司法》和《公司章程》的有关规定。 | 1、出席会议的股东和代理人人数 | 633 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 4, 238, 598, 138 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例(%) | 53.5352 | 经审议表决形成多项决议，涉及人事变动的有以下： 1、审议通过《关于选举第十届董事会非独立董事的议案》 经审议表决，决议如下：选举常瑞同志、武锡斌同志、吴骥同志、顾鑫同志、王学权同志、 王德成同志为公司第十届董事会董事。张泉同志不再担任公司董事。 同时，依据《公司章程》相关规定，公司五届九次职工代表大会选举蔡恩禹同志担任公司第 十届董事会职工代表董事，李庆华同志不再担任公司职工代表董事。 2、审议通过了《关于选举第十届董事会独立董事的议案》 经审议表决，决议如下：选举叶盛基同志、李亚同志、刘亭立同志 ...

2025年12月3日上午，大客户与贵州瑞骐新能源汽车有限公司（以下简称"贵州瑞骐"） 2000辆新能源重卡采购框架协议签约仪式，在贵州瑞骐C会议室隆重举行。双方领导班子 及核心业务负责人齐聚，共同见证这一兼具行业标杆意义与绿色发展价值的重要时刻，为新 能源重卡产业规模化落地注入强劲动能，更为"双碳"目标下交通物流行业转型树立了实践 典范。 本次签约以"赋能绿色交通、助力产业升级"为核心导向。上午10:30，仪式正式启幕。贵州 瑞骐总经理胡湘成、重卡经营体总经理许静波等核心管理层悉数到场；大客户核心领导团队 领衔出席。高规格阵容的深度对接，既彰显了双方对此次战略合作的高度重视，更传递出共 拓绿色赛道、共担产业使命的坚定决心。仪式伊始，贵州瑞骐总经理胡湘成发表致辞，对大 客户一行的到来表示热烈欢迎，并重申了双方以技术赋能绿色转型的合作初心。 深度交流环节，双方领导详解企业核心优势与战略布局。大客户依托成熟物流运营体系、广 泛市场渠道及丰富运力储备，在商用车场景化应用与规模化运营管理领域经验深厚；贵州瑞 骐背靠奇瑞汽车技术背书，在新能源重卡研发制造、三电技术迭代及智能化生产管控方面构 筑了行业领先竞争力。双方团队秉 ...

欧曼全新一代大马力燃气重卡来啦，为干线运输降本增效提供"破局"之道。 12月8日，以"燃擎聚力 澎湃新程"为主题的欧曼银河16N大马力燃气车下线仪式，在北京超 级卡车体验中心拉开帷幕。当前，大马力燃气重卡凭借动力强劲、高效可靠等优势，已经成为 长途干线运输首选，并持续赢得用户认可与青睐。 基于此，欧曼重卡深刻洞察行业发展趋势，并精准把握用户对大马力燃气重卡的需求，打造了 全新一代银河16N 720马力燃气重卡，再次确立了欧曼在大马力燃气车领域的标杆地位。 行业竞争优势愈加凸显 相关数据显示，自2025年二季度以来，我国重卡市场"一扫阴霾"，实现了月度销量"七连 涨"。而伴随着市场的复苏，国内天燃气重卡销量更是在年内实现了"四连增"，标志着天然气 重卡市场进入全新发展阶段。多年来，欧曼重卡始终坚持以市场和用户需求为导向，打造了欧 曼银河家族系列产品，以及高效可靠的一体化动力链，市场竞争优势愈加凸显。 第一商用车网同时获悉，当前物流行业加速效率升级，在高时效、长途干线、绿通运输、冷链 物流、普货集散等核心场景中，大马力、高可靠、低能耗产品已成市场主流，行业发展也 从"单一场景适配"迈入"全场景智能高效协同"新阶段 ...

战略明晰：锚定高质量发展赛道，构建新型合作关系 12月11日，以"定赛道 聚合力 携手跃新程"为主题的东风商用车有限公司2026合作伙伴大会 在雾都重庆隆重举行。东风商用车与来自国内外的经销商、供应商、服务商、生态合作伙伴、 行业客户以及媒体嘉宾，共千余人欢聚一堂，共溯东风商用车2025辉煌战绩，共谋2026发展 宏图，凝聚携手跨越新程的坚定信心。 东风汽车集团有限公司党委常委、副总经理王俊，十堰市市委常委、副市长邹桂香，东风汽车 集团股份有限公司商用车事业部总经理、党委书记、东风商用车董事长张小帆，东风商用车有 限公司总经理刘利成，党委书记、副总经理郑华，副总经理刘振声，纪委书记曾苗，副总经理 吴怀主、黄政、白维之、杨若青，总经理助理弗兰克、方勇、张大、刘翼以及相关领域负责人 出席盛会。 大会伊始，刘利成发表《定赛道 聚合力 携手跃新程》大会主题报告，提出了2026年的核心 目标：东风商用车将携手全体合作伙伴，紧紧围绕"销量规模增长"及"盈利能力提升"两条主 线，聚力实现全年销量17.6万。 刘利成在主题报告中指出，面对商用车行业电动化、智能化、国际化、多元化的"新四化"趋 势，东风商用车将锚定核心赛道，聚 ...

2025年12月10日至11日，中央经济工作会议在北京举行。此次会议部署2026年经济工 作，其中在部署明年"坚持内需主导，建设强大国内市场"时称，要优化"两新"政策实施。 所谓"两新"政策，是指大规模设备更新和消费品以旧换新政策。其中与老百姓利益直接相 关的消费品以旧换新政策又备受关注，被称为"国补"。 此次会议明确2026年优化"两 新"政策实施，意味着明年会继续实施国补政策，但具体政策会有所优化。 为了促进消费，中国在2024年发行了1500亿元超长期特别国债资金用于消费品以旧换新， 也就是老百姓口中的"国补"。由于当年实施效果不错，2025年中国发行3000亿元超长期 特别国债资金用于消费品以旧换新，"国补"额度较2024年增长一倍。 "国补"政策也在不断优化。2025年"国补"领域在2024年基础上扩围，比如新增了手机、 平板、智能手表手环等3类数码产品和微波炉、净水器、洗碗机、电饭煲等4类家电产品 等。 商务部数据显示，2025年1月至11月，消费品以旧换新带动相关商品销售额超2.5万亿元， 惠及超3.6亿人次。其中，汽车以旧换新超1120万辆，家电以旧换新超12844万台，手机 等数码产品购新补 ...