首先，南北气候差异造成的鸿沟尤为棘手。新能源轻卡的上牌量呈现出极端不均衡的区域集中性， 在2025年全国上牌量排名前15的省 级行政区中，约80%集中在广东、浙江、江苏等沿海省市。 而在广阔的北方大地，尤其是东北、西北等冬季高寒区域，新能源轻商市 场几乎仍是一片空白，部分省份渗透率甚至不足5%，形成了鲜明的"南北割据"格局。 正是瞄准新能源轻商市场的核心痛点，宁德时代全新发布的天行 II 系列产品，以针对性的技术升级与解决方案，试图重新帮物流人们算好运营 与收益的"三本账"。 高渗透率下的"折叠繁荣"：三大困局制约真实增长 2025年，新能源轻商渗透率首破30%，表面繁荣下，一线物流司机却有三个硬核问题：低温环境下能不能稳定跑、城际物流的里程边界能否打 破、车辆残值有保障卖不卖得出去。这三道现实关卡若无法突破，物流电动化终将是"纸面繁荣"。 "电车不过山海关。"这句流传于卡友间的调侃，最终沦为冰冷的商业现实。低温环境是传统锂电池的"天然克星"，在-20℃时，磷酸铁 锂电池容量保持率仅约70%，性能大幅"腰斩"；到了-30℃，电池几乎无法正常放电，直接导致车辆启动困难、续航骤减、爬坡无力， 出勤率大幅下滑。对靠 ...

1月27日，东营市公共交通集团有限公司新能源公交车采购项目变更公告发布。据此前招标公告，该采购项目采购60辆新能源公交车， 分A、B、C三个包进行，总预算金额为5700万元；投标人可同时投报多个分包，但最多只能中标两个分包，且A包、B包只能中其中一 个。此次公告对开标时间、开标地点以及招标文件的质量技术参数进行了变更。其中，开标时间从2026年2月6日09时00分变更到 2026年2月12日09时00分。 ● 中国一汽领导班子发生重要调整！| 头条 ● 超6000辆月榜登顶，全年销超2.7万辆，中国重汽2026能否再进一步？| 头条 ● 解放/重汽/东风/三一等推新 大电量扎堆 403批公示新能源重卡看点 | 头条 ● 融资11.77亿元！DeepWay深向开年就猛发力新能源重卡 ● 比亚迪中标！ 第一商用车网传播矩阵邀您 扫码关注 and 卡车空间站公众号 长按识别 ■ * 回收公 the 皮卡空间站公众号 长按识别 影 今日头条号 长按识别 I ■ 百家号 长按识别 7 1992 ■ 微信视频号 长按识别 I arti 快手号 长按识别 ...

近日，中国第一汽车集团有限公司召开会议，宣布领导班子成员任职决定：根据中央组织部关于集团公司领导班子成员任职通知，张小 帆同志任中国第一汽车集团有限公司党委常委、副总经理。相关职务任免，按有关法律规定办理。 ● 净利润或高达4.1亿、大增64%！中通客车2025年度业绩预告发布 | 头条 ● 超6000辆月榜登顶，全年销超2.7万辆，中国重汽2026能否再进一步？| 头条 ● 解放/重汽/东风/三一等推新 大电量扎堆 403批公示新能源重卡看点 | 头条 ● 4624万元招标48辆新能源环卫作业车！ ● 康明斯宣布重要人事任命！| 头条 ■ 品牌加盟 快手号 长按识别 i ...

Summary of Key Points Core Viewpoint - Zhongtong Bus Holdings Co., Ltd. forecasts a net profit attributable to shareholders of 320 million to 410 million yuan for the year 2025, representing a year-on-year growth of 28.28% to 64.36% [1][3]. Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [3]. - The expected net profit is positive and shows an upward trend [3]. Financial Data - The projected net profit attributable to shareholders is between 320 million and 410 million yuan, compared to 249.45 million yuan in the same period last year [4]. - The growth rate for net profit compared to the previous year is between 28.28% and 64.36% [4]. - The net profit after deducting non-recurring losses is expected to be between 290 million and 380 million yuan, with a growth rate of 35.47% to 77.52% compared to last year [4]. - Basic earnings per share are projected to be between 0.54 yuan and 0.69 yuan, up from 0.42 yuan in the previous year [4]. Reasons for Performance Change - The company has actively seized market opportunities and fully promoted its market expansion strategy, achieving significant breakthroughs in various regions and business areas [3]. - The optimization of domestic and international market layout, along with continuous market structure transformation and accelerated product system upgrades, has steadily enhanced the company's core competitiveness [3]. - These initiatives have collectively driven steady growth in both revenue and profit, elevating overall operational performance to a new level [3].

2025年12月份，我国新能源重卡销量达到创新高的4.53万辆。在整体销量创造新纪录的同时，还有多项新纪录同步诞生，包括新能源 重卡市场首次有企业（且不只一家）月销量超过5000辆，其中有一家企业月销量突破6000辆大关。 创造这项纪录的，是首次夺得新能源重卡月榜冠军的中国重汽。而重汽新能源重卡在2025年的表现远不止一个12月月榜登顶可以概 括。 请看第一商用车网的分析解读。 如果你认为重汽12月份斩获新能源重卡月榜冠军是偶然的话，那就大错特错了。因为在此之前，中国重汽在新能源牵引车、新能源自卸 车、燃料电池重卡等细分市场已多次斩获月榜销冠，因此，中国重汽在新能源重卡月销量榜上登顶其实是早晚的事，而以空前表现摘 冠，也并不意外。 多个细分市场斩获月榜销冠，各细分市场均翻倍涨 过往数据显示，中国重汽在新能源重卡市场最先发力的细分领域是新能源自卸车：2023年，重汽曾在新能源自卸车月销量榜上登顶过； 2024年，重汽在年初的两个月连续斩获新能源自卸车月榜冠军，全年斩获新能源自卸车市场15.29%的份额，位列细分市场行业前三。 12月以空前表现强势登顶，全年累销2.7万辆暴涨249% 2025年12月份，新能源重 ...

近日，DeepWay深向完成Pre-IPO轮融资，总募集金额达11.77亿元。本轮融资由普华资本领投，ABC Impact、欣旺达、前海淏天、 瀚棠置业、临沂国科、长兴创强基金、山东国控资本、联想创投、大湾区基金、光跃投资、红山基金共同投资。本轮融资资金主要用于 集团主营业务的运营和发展，进一步夯实其在智能新能源重卡领域的领先地位。 DeepWay深向是全球首家通过正向定义打造智能新能源重卡解决方案,并实现批量交付的企业。公司坚持正向定义理念，采用"自有车辆 +自研智驾技术"一体化双轮驱动发展战略，在传统燃油车技术体系之外重新定义产品与研发架构，使车辆硬件与智能驾驶软件在底层实 现深度适配，以货运领域完全无人驾驶为终极目标。截至2025年6月，公司已累计交付约6400台新能源重卡，在全球正向定义新能源 重卡市场排名第一。 围绕无人驾驶这一长期目标，DeepWay深向选择了务实、渐进的发展路径，将有限的资源优先配置到可最先实现商业化落地的方向。公 司成立初期，先通过正向定义打造车辆，实现三电核心零部件自研，完成了新能源重卡的电动化革新；在此基础上推动组合辅助驾驶系 统的规模化应用，继而推动人机共驾的编队模式的部 ...

近日， 中国政府采购网发布 2025年度新能源环卫作业车辆采购（第二批）招标项目 ， 本项目共分为8个标包，拟采购新能源环卫作业 车辆48辆，预算金额 4624万元。 一、项目基本情况 项目编号：310101000251112151787-01289327 项目名称：2025年度新能源环卫作业车辆采购（第二批） 预算编号： 0125-000180561, 0125-000180563, 0125-000180558, 0125-000180567, 0125-000180565, 0125- 000180564, 0125-000180562, 0125-000180566 预算金额（元）： 46240000元（国库资金：46240000元；自筹资金：0元） 最高限价（元）： 包1-8910000.00元,包2-3450000.00元,包3-2940000.00元,包4-3900000.00元,包5-15360000.00元,包6- 4750000.00元,包7-1980000.00元,包8-4950000.00元 采购需求： 标项一 包名称：5吨级新能源后装式压缩车 数量：9 预算金额（元）：8910000 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released the 403rd batch of new energy heavy truck models, showcasing a total of 73 new models from 18 companies, indicating a significant push towards electrification in the heavy truck sector in China [1][2][3]. Group 1: Overview of New Models - A total of 73 new energy heavy truck models were announced, with 61 being charging trucks, 8 battery swap trucks, 3 fuel cell trucks, and 1 plug-in hybrid truck [5][6]. - Dongfeng and FAW Jiefang each submitted 11 models, the highest among all manufacturers, followed by China National Heavy Duty Truck Group with 9 models [3][10]. - The majority of the submitted models are three-axle trucks, with 30 models, followed by 18 eight-axle trucks and 13 four-axle trucks [5][7]. Group 2: Key Manufacturers and Their Submissions - Dongfeng's submissions include 9 charging trucks, 1 battery swap truck, and 1 fuel cell truck, indicating a strong commitment to the new energy heavy truck market [10][15]. - FAW Jiefang also submitted 11 models, with a focus on charging trucks, including several dual-motor models with significant power outputs [15][18]. - China National Heavy Duty Truck Group's submissions consist of 9 charging trucks, with a notable emphasis on self-dumping trucks, showcasing a range of battery capacities and driving configurations [19][21]. Group 3: Trends in New Energy Heavy Trucks - Charging trucks dominate the submissions, accounting for over 80% of the total, reflecting the industry's focus on electric solutions [5][6]. - The trend towards larger battery capacities is evident, with several models featuring over 600 kWh, particularly in the tractor category, which is becoming a standard expectation [36][38]. - The introduction of dual-motor configurations is increasing, with multiple manufacturers submitting models that enhance power and efficiency, indicating a shift towards more advanced technology in heavy trucks [31][35]. Group 4: Specific Model Highlights - Dongfeng's notable models include a pure electric self-dumping truck with a range of 200 km and a charging truck with a battery capacity of 279.59 kWh [10][11]. - FAW Jiefang's models feature a self-dumping truck with a range of 740 km and a dual-motor tractor with a peak power of 816 hp [15][18]. - China National Heavy Duty Truck Group's self-dumping trucks can achieve a range of up to 955 km, showcasing advancements in battery technology and efficiency [19][21].

近日，喀什市新能源公交车更新项目采购工作已顺利完成，比亚迪中标！ 一、项目编号 XJQXD（GK）2025-008 二、项目名称 喀什市新能源公交车更新项目 三、中标（成交）信息 | 房 | 供应商名称 | 供应商地址 | 中标(成交)金 评审总 额 得分 | | --- | --- | --- | --- | | | 比亚迪汽车工业 深圳市坪山新区坪山横坪公路3001、3007 报价:5850000 | | 96.5 | | | 有限公司 | 号(一照多址企业) | (元) | | 四、主要标的信息 | | --- | | 序号 | 标项名称 标的名称 | 班 | 规格型号 | 数量 | 单价(元) | | --- | --- | --- | --- | --- | --- | | | 喀什市新能 喀什市新能 源公交车更 源公交车更 | 比亚迪 | BYD6601B2BE | g | | | | FE FE LE 文 日本 文章 | | V1 | | 650000 | 五、评审专家（单一来源采购人员）名单： 陈明哲，张晓云，毕新强，温俊刚，陈显琪，张明琴，王玏晗 六、代理服务收费标准及金额： 1.采购人信息 ...

Core Viewpoint - In December 2025, China's new energy heavy truck sales reached a record high, totaling 231,100 units for the year, representing a year-on-year growth of 182% [1] Group 1: Overall Market Performance - In December 2025, domestic new energy heavy trucks sold 45,300 units, a year-on-year increase of 198%, with pure electric, fuel cell, and hybrid models selling 40,800 units, 4,202 units, and 284 units respectively [2] - The sales growth for fuel cell and hybrid heavy trucks significantly outpaced the overall market, with fuel cell trucks experiencing a year-on-year growth of 623% and hybrid trucks 209% [2][4] - The market for fuel cell and hybrid heavy trucks showed a notable increase in December, with fuel cell trucks accounting for 9.28% of the market share, while hybrid trucks remained low at 0.63% [5] Group 2: Fuel Cell Heavy Truck Performance - In December 2025, fuel cell heavy trucks sold 4,202 units, with a month-on-month growth of 610% and a year-on-year growth of 623%, marking a significant surge in both sales and growth rate [8] - Dongfeng led the sales with 1,592 units, capturing a market share of 37.9%, followed by Yutong and Sinotruk with 625 and 463 units respectively [10] - The competition for monthly sales champions in the fuel cell heavy truck market was intense, with Dongfeng securing the year-end sales champion after consistently leading since September [12] Group 3: Yearly Performance and Market Share - In 2025, the fuel cell heavy truck market saw a total sales volume of 7,282 units, a year-on-year increase of 64%, with significant growth from companies like Sinotruk and GAC, which saw increases of 3,294% and 16,650% respectively [14][17] - Dongfeng achieved the highest annual sales with 2,563 units, capturing a market share of 35.2%, an increase of 19.7 percentage points from 2024 [17] - The market dynamics showed a pattern of fluctuations throughout the year, with a total of five monthly champions emerging, indicating a highly competitive environment [17]