Core Viewpoint - Jiangling Motors announced significant personnel changes in its board of directors, including the appointment of a new CFO, effective November 1, 2025, which may impact the company's financial management and strategic direction [5][10]. Group 1: Meeting Notification and Conduct - The board meeting was notified to all directors via email on October 16, 2025 [2]. - The meeting was held from October 16 to October 22, 2025, through written voting, complying with legal and regulatory requirements [3]. Group 2: Attendance and Resolutions - All 9 directors were present for the meeting [4]. - The board resolved to dismiss Zhu Liujun from multiple positions due to work changes and appointed Li Weihua as the new CFO and other roles [5][8]. Group 3: Personnel Changes - Zhu Liujun and Liu Jisheng will no longer hold any positions in the company effective November 1, 2025, and their departure is not expected to affect daily operations [10]. - Li Weihua's appointment includes full authority to manage banking affairs with financial institutions during her tenure as CFO [10]. Group 4: New CFO Profile - Li Weihua, born in 1977, holds degrees from Shanghai University of Finance and Economics and York University, with extensive experience in financial roles at Ford and Jiangling Motors [11]. - She has no shares in the company and has no conflicts of interest with major shareholders or other executives [11].

10月22日，赤峰市公共交通有限责任公司190辆纯电动公交车购置项目中标结果公告发 布。中标人为厦门金龙联合汽车工业有限公司，中标价格为10695万元。具体如下: 招标方式:公开招标 项目地点:赤峰市公共交通有限责任公司指定公交场站 赤峰市公共交通有限责任公司190辆纯电动公交车购置项目 中标结果公告 项目编号:K1504012025091801001 项目名称:赤峰市公共交通有限责任公司190辆纯电动公交车购置项目 招标人:赤峰市公共交通有限责任公司 项目类别:货物采购 项目所在区域:赤峰市·市辖区 备注: | 中标人名称 | 厦门金龙联合汽车工业有限公司 | | | | --- | --- | --- | --- | | 中标价 (元) | 106950000.00 | | | | 中标车型 | 6.4-7.2米低地板短后 | 8-9米低地板短后悬纯 | 8-9米无站立纯电城 | | | 悬纯电公交车 | 电公交车 | 市客车 | | | XMO6701DGBEVL01 | XMO6815DGBEVL | XMO6825CGBEVL | | 品牌 | 金龙牌 | 金龙牌 | 金龙牌 | | 制造商 | 厦 ...

近日，山东省淄博市、烟台市交通运输局先后发布通告，通知暂停受理老旧营运货车报废更新补贴申请。两地均因首批报废更新补贴资 金指标申报完毕，为保障补贴发放工作有序开展，作出了暂停受理的决定，后续申报启动时间将另行通知。 10月17日， 淄博市交通运输局发布关于暂停受理老旧营运货车报废更新补贴申请的通告。按照《淄博市2025年老旧营运货车报废更新 工作实施方案》，淄博市自启动2025年老旧营运货车报废更新申请受理工作以来，首批报废更新补贴资金指标目前已申报完毕。自10 月20日0时起，全市暂停受理老旧营运货车报废更新补贴申请材料。后续申报启动工作具体以淄博市交通运输局官网通知为准。 | 反布日期:2025-10-17 | 字号: 大 中 小 3 | | --- | --- | | 广大道路运输经营企业、业户: | | | 接照《淄博市2025年老旧营运货车报废更新工作实施方案》,我市自启动2025年老旧营运货车报废更新申请受理工作以来, | | | 营批报废更新补贴资金指标目前已申报完毕。自10月20日0时起，全市暂停受理老旧营运货车报废更新补贴申请材料。后续申报启动 | | | 工作具体以淄博市交通运输局官网通知 ...

Core Insights - The sales of new energy heavy trucks have exceeded 15,000 units for six consecutive months since March 2025, with charging heavy trucks maintaining monthly sales above 10,000 units since April [1][4] - In September 2025, the overall sales of new energy heavy trucks reached a record high of 24,100 units, with charging heavy trucks continuing to show strong performance [4][34] Sales Performance - In September 2025, the domestic new energy heavy truck market sold 24,100 units, marking a 36% month-on-month increase and a 206% year-on-year increase [4] - Pure electric heavy trucks accounted for 97.33% of total sales, with charging heavy trucks selling 15,800 units, reflecting a 32% month-on-month increase and a 220% year-on-year increase [4][5] - Charging heavy trucks have achieved a year-on-year growth rate of 220% in September, outperforming the overall new energy heavy truck market [5][34] Market Share and Competition - As of September 2025, charging heavy trucks have been the dominant segment, with a market share of 67.46% [5] - The market for charging heavy trucks has seen participation from 30 companies by July 2025, with 11 out of the top 12 companies achieving sales growth [19][25] - The top four companies in market share for charging heavy trucks are SANY, XCMG, FAW Jiefang, and Shaanxi Automobile, with respective market shares of 20.59%, 16.02%, 15.40%, and 12.10% [25] Segment Analysis - From January to September 2025, charging heavy trucks sold 91,700 units, with tractor trucks and dump trucks making up 70.37% and 12.82% of sales, respectively [11][27] - Charging tractor trucks saw a significant year-on-year increase of 311%, while charging dump trucks grew by 122% [27][31] - The competition for charging tractor trucks is intense, with SANY, FAW Jiefang, and XCMG each exceeding 10,000 units sold [29] Geographic Distribution - By September 2025, charging heavy trucks have been registered in all 31 provincial-level administrative regions in China, with 317 cities having registered charging heavy trucks [13] - Major cities such as Shanghai, Shenzhen, Chengdu, Guangzhou, Changsha, and Zhengzhou have seen over 2,000 units registered [13] Future Outlook - The continuous growth of charging heavy trucks, with 21 months of doubling sales and 25 months outperforming the overall new energy heavy truck market, raises questions about the sustainability of this trend [34]

Core Insights - The micro truck market in China has shown a fluctuating trend in sales, with a cumulative sales decline of 15% after August 2025. However, in September, the overall truck market saw a significant year-on-year growth of 29%, with the micro truck segment outperforming this growth at 82% [1][3]. Sales Performance - In September 2025, the total sales of trucks in China reached 312,000 units, marking a 15% increase from August and a 29% increase year-on-year. The micro truck market sold 33,900 units, with a month-on-month growth of 10% and a year-on-year growth of 82%, achieving three consecutive months of year-on-year growth [3][5]. - Over the past five years, the micro truck market has experienced a pattern of decline and growth in September, with this year's sales of 33,900 units being the second lowest in the last five years, nearly half of the highest sales in September 2023 [5][11]. Market Share and Company Performance - In September 2025, three companies held over 10% market share in the micro truck segment, with SAIC-GM-Wuling leading at 53.41% market share, followed by Chery and Changan with 16.06% and 12.37% respectively. The top six companies accounted for 99.44% of the market share [11][12]. - Cumulatively, from January to September 2025, the micro truck market sold 317,300 units, reflecting a 10% year-on-year decline. The sales performance varied among companies, with Chery showing a 45% increase, while others like Shandong Kaima and Yuchai New Energy faced significant declines [12][15]. Future Outlook - The micro truck market has experienced a mixed performance throughout 2025, with two consecutive months of growth at the beginning of the year, followed by four months of decline, and then three months of growth from July to September. The cumulative decline stands at 10%, with a net decrease of approximately 37,000 units compared to the previous year. The market still has three months left in 2025 to potentially close the year on a positive note [15].

Core Viewpoint - The article emphasizes the practical advantages of the Jiangling E Shunda vehicle for urban distribution, highlighting its efficiency in loading and unloading, ease of maneuverability in narrow streets, and cost savings compared to traditional fuel vehicles [1][9]. Group 1: Vehicle Features - The Jiangling E Shunda has a cargo platform height of 866mm, which allows for easier loading and unloading without bending or stretching, making it 29-59mm lower than many competitors [2][3]. - The vehicle features a cargo compartment width of 1940mm, which is the widest in its class, enabling users to carry more goods, such as two additional boxes of daily necessities, thus reducing the number of trips required [2][3]. Group 2: Maneuverability and Range - The vehicle is designed for easy navigation in narrow alleys, allowing drivers to turn with minimal effort, even when fully loaded, which significantly reduces the time spent maneuvering [5]. - It offers a reliable range, with a full charge allowing for deliveries to four to five neighborhoods while still having over 70 kilometers of range remaining, alleviating concerns about running out of power during the day [5]. Group 3: Cost Efficiency - Transitioning from a fuel vehicle to the Jiangling E Shunda can save drivers significant costs, with daily fuel expenses dropping from over 160 yuan to around 30 yuan, leading to annual savings of over 40,000 yuan [7]. - The vehicle purchase includes incentives such as a 6,000 yuan subsidy and an additional 4,000 yuan for trade-ins, totaling a potential saving of 10,000 yuan, making it financially accessible for drivers [7]. Group 4: Target Audience - The article identifies the target audience for the Jiangling E Shunda as urban delivery drivers who prioritize practicality, ease of use, and cost savings in their operations, making it a suitable option for those delivering essential goods [9].

Group 1 - The core viewpoint of the article highlights Yuchai's successful deployment of natural gas engines in Nigeria's public transportation system, marking a significant achievement in its ongoing efforts in the African market [1][3]. - Yuchai's natural gas engines are characterized by an efficient and stable gas system, durable components, and multiple advantages including power, economy, and environmental friendliness, ensuring stable operation in extreme conditions [3]. - The Nigerian government is actively developing its natural gas resources and requires public transportation tools that meet large-scale operational needs while adhering to clean energy policies, which Yuchai's engines can fulfill [3]. Group 2 - Yuchai has over 130,000 engines in Africa, with a presence in countries such as Algeria, Ghana, Congo (Kinshasa), Angola, Mozambique, and Nigeria, indicating a strong market footprint [3]. - The company plans to further optimize engine power parameters and upgrade intelligent control systems to provide more solutions tailored to Africa's diverse and complex environments [4]. - Yuchai aims to assist local markets in integrating into the global "dual carbon" goals, reflecting its commitment to sustainable development [4].

Core Viewpoint - Dongfeng Motor Group and Honda China have launched a hydrogen fuel cell commercial vehicle demonstration project aimed at contributing to a carbon-neutral society through collaboration in technology and logistics [1][8]. Group 1: Project Overview - The project leverages Dongfeng's expertise in commercial vehicles and Honda's advanced fuel cell technology to meet actual transportation needs [1]. - The demonstration will initially take place in Wuhan, with plans to expand to other cities like Guangzhou and Shanghai [10]. Group 2: Technical Validation - Honda has been focused on hydrogen energy for over 30 years, and the collaboration has validated the performance of Honda's fuel cell technology through technical verification since 2023 [6]. - The first hydrogen fuel demonstration vehicle, the Dongfeng Capte EV400, has shown excellent performance in various driving conditions, meeting market demands [12]. Group 3: Strategic Goals - The core objectives of the project include assessing the applicability of fuel cell technology in real-world transport, calculating operational costs, and evaluating market competitiveness and user acceptance [10]. - Dongfeng emphasizes that achieving carbon neutrality requires collaboration across the entire industry chain, not just individual efforts [8]. Group 4: Logistics and Sustainability - The project aims to create a new logistics ecosystem focused on "green transportation, intelligent scheduling, and recycling" to promote low-carbon, intelligent, and sustainable transformation in the logistics industry [4]. - Dongfeng Logistics Group is committed to supporting the demonstration project and promoting hydrogen and other clean energy solutions [3].

Core Viewpoint - Foton Motor's launch of the "Qiming Star" electric light truck platform marks a significant transition in China's light truck industry from "oil-to-electric" to a new phase of collaborative development in new energy and intelligence [1][4]. Group 1: Strategic Direction - Foton Motor emphasizes the integration of smart connectivity and new energy technologies to drive profound changes in the automotive industry, aiming to transition from "China leading" to "world-class" [3][4]. - The company is committed to a "Double Hundred Project" as a milestone, focusing on comprehensive internationalization, new energy, and intelligence to achieve high-quality development [4][14]. Group 2: Industry Challenges - The light truck industry faces severe challenges, including rising operational costs and shrinking profit margins, with existing "oil-to-electric" solutions failing to address core issues such as comfort and range anxiety [6][7]. - Foton Motor identifies that transitional technologies are merely stopgap measures, advocating for a complete development from the ground up to effectively resolve industry pain points [7]. Group 3: Product Highlights - The "Qiming Star" platform features four innovative technical architectures that enable breakthroughs in energy consumption, intelligence, safety, comfort, power, and reliability [8][9]. - Key innovations include a central distributed drive architecture with a total efficiency of 95.7%, an integrated vehicle control architecture supporting L2 to L4 autonomous driving, and a smart chassis architecture that enhances product performance [8][9][11]. Group 4: Performance Metrics - The platform achieves a reduction of 6 kWh per 100 kilometers in energy consumption, potentially saving over 6,000 yuan annually for a vehicle operating 100,000 kilometers [11]. - The vehicle offers a range of 607 kilometers with a 165 kWh battery and can charge from 20% to 80% in just 18 minutes [11]. Group 5: User-Centric Solutions - Foton Motor provides a comprehensive ecosystem covering the entire vehicle lifecycle, including purchase, rental, usage, maintenance, and resale, ensuring a worry-free experience for customers [12][14]. - The company aims to redefine the value boundaries of electric light trucks by offering a product that is not only energy-efficient but also intelligent and safe, thus enhancing user experience [12][14].

10月18日，以"创新·智领全球"为主题的2025奇瑞全球创新大会在安徽芜湖拉开帷幕。大 会集中呈现了奇瑞在电动化、网联化、智能化、共享化等领域的最新突破，涵盖架构、动 力、智能座舱、智能驾驶及生态构建等多个技术维度。现场，奇瑞商用车也集中展示了多款 搭载前沿技术的新产品。 在本次大会上，奇瑞技术的创新赋正以"乘商同权"战略为纽带，向商用车领域实现技术平 权。作为奇瑞商用车的核心品牌，零米轻卡不仅承载着技术落地的重要使命，更肩负起推 动"品牌向上"的战略任务。短短一年时间，零米轻卡已迅速跻身行业前列，印证了奇瑞商 用车"以客户为中心"发展路径的前瞻性与正确性，也为品牌持续突破注入了强劲动能。 10月18日 奇瑞全球创新大会在安徽芜湖召开 "客户至上"深耕市场，六大服务准则夯实口碑 2024年8月，奇瑞商用车零米轻卡全球上市发布会在福建宁德举行，以"高端4米2电动轻卡 服务0距离"为品牌定位，彰显出一个初创品牌对高端纯电轻卡标准的执着追求。一年过 去，品牌当初的承诺已悉数转化为具体的行动与实践。 同期，奇瑞商用车轻商业务媒体试乘试驾活动在芜湖龙山露营地召开 零米轻卡的快速成长，根植于"客户至上"的理念。这一理念 ...