2025年初，东风柳汽总经理林长波曾在合作伙伴大会上表示，作为新能源转型的重要举措， 今年将陆续推出新一代新能源商用车平台及产品。而今，这一计划似乎有了新进展。 当下正值新能源重卡市场从政策驱动转向技术驱动的新赛段。如今，东风柳汽乘龙最新一代新 能源重卡的出现，或有望凭借模块化架构带来的灵活产品组合能力，叠加智能化、轻量化带来 的全场景经济性提升，成为撬动干线物流、港口运输、城市建设等细分市场的战略级产品。 6月7日，东风柳汽67品牌客户日上，让我们共同期待它的到来。 据熟悉东风柳汽的业内人士透露，新一代新能源平台开发已趋近完成，该平台下首台样车极有 可能在东风柳汽67品牌客户日正式亮相。与目前行业内诸多"油改电"产品不同，最新一代新 能源重卡将采用全正向研发，主打模块化架构与50多个重卡运营场景适配，有望在轻量化、 节能、续航、安全性、智能化等方面全面突破，整体性能在行业内处于领先水平。 在笔者看来，东风柳汽这一全新新能源重卡可谓恰逢其时。在政策、电池厂商、车企的共同作 用下，新能源重卡已经逐步为用户所接受，并在销量上表现明显。数据显示，2025年一季 度，在重卡整体销量微跌的背景下，新能源重卡赛道却增速爆 ...

Core Viewpoint - The heavy truck market in China has experienced a "double increase" in sales for May 2025, indicating a positive trend amidst previous pessimism, driven by policies and market dynamics [1]. Group 1: Market Performance - In May 2025, approximately 83,000 heavy trucks were sold in China, representing a 6% year-on-year increase from 78,200 units in the same month last year, despite a slight month-on-month decline of 5% from April [5]. - Cumulatively, from January to May 2025, the heavy truck market recorded sales of about 435,500 units, reflecting a modest year-on-year growth of approximately 1% [5]. Group 2: Policy Impact - The "old-for-new" policy for National IV trucks has significantly stimulated the market, leading to a notable increase in both wholesale and terminal sales of heavy trucks in May [7]. - As of now, over half of the provinces and regions have implemented the "old-for-new" policy, which has positively influenced the demand for new heavy trucks [7]. Group 3: Segment Performance - The terminal sales of heavy trucks in May are expected to have increased by over 20% year-on-year, with a slight month-on-month decline of around 5% [10]. - Electric heavy trucks have seen a remarkable growth, with sales exceeding 15,000 units in May, marking a year-on-year increase of approximately 190%, and achieving a market penetration rate of over 23% [13][14]. - Diesel heavy trucks also experienced a significant increase in sales, with an estimated year-on-year growth of around 31% in May [16]. Group 4: Future Outlook - The heavy truck market is expected to maintain continuous growth in June, driven by the ongoing implementation of the "old-for-new" policies [18]. - The sales decline of natural gas heavy trucks is anticipated to narrow to single digits in June, creating favorable conditions for a rebound in the second half of the year [18].

Core Viewpoint - The launch of the Xiangling V5 series, including gasoline and electric versions, aims to meet the growing demand for new energy logistics vehicles, focusing on user needs for power, comfort, and safety [1][3]. Group 1: Product Specifications - The Xiangling V5 offers two gasoline configurations: a 1.6L rear single tire starting at 48,888 yuan and a 2.0L rear dual tire starting at 55,555 yuan. The electric version features a 55 kWh battery with prices starting at 81,888 yuan for the single tire and 88,888 yuan for the dual tire [1]. - The electric version boasts a range of over 400 kilometers, with a maximum power output of 90 kW, providing excellent acceleration and climbing capabilities [4][6]. Group 2: Design and Functionality - The vehicle is designed for high cargo capacity, with a maximum cargo box length of 3.8 meters and width of 1.85 meters, offering six different cargo box configurations [7]. - The chassis is lightweight yet robust, ensuring good maneuverability in tight spaces and compliance with urban traffic regulations [9]. Group 3: Safety Features - The Xiangling V5 incorporates high-strength materials and innovative technologies, such as a double-arm suspension system and dual-cylinder brake calipers, enhancing safety and stability under load [13][15]. - The vehicle's design includes features that absorb impact during collisions, providing additional safety for occupants [15]. Group 4: User Experience - The interior design focuses on comfort and functionality, featuring a spacious cabin with multiple storage options and advanced technology for a better driving experience [19]. - The vehicle's aesthetic design draws inspiration from traditional Chinese ceramics, aiming to change the perception of micro trucks as purely utilitarian [17]. Group 5: Market Positioning - The Xiangling V5 is positioned to address the challenges faced by traditional fuel micro trucks in urban logistics, offering a greener alternative with enhanced operational efficiency [19].

当地时间5月22日至26日，一汽解放董事长、党委书记李胜在结束参加2025 WNEVC（世界 新能源汽车大会阿联酋专场）行程后，深入沙特阿拉伯市场开展专题调研，同当地头部经销商 及行业大客户签署多项战略合作备忘录（MOU）协议，累计签约近万台，覆盖基建工程、矿 产运输、公路物流等核心领域。解放国际总经理、党委书记冷长春陪同调研。 调研期间，李胜实地走访TJT、TWT等10余家沙特代理商与重点客户，针对当地基建提速、 能源运输升级带来的车辆采购等需求，达成多领域合作共识。李胜表示，沙特市场是一汽解放 深化属地合作，精准匹配场景需求 全球化布局的战略支点。未来，一汽解放将以定制化产品、智能化解决方案和全生命周期服 务，助力当地客户降本增效。 未来，一汽解放将持续践行"SPRINT 2030"国际化战略，持续深耕属地化建设，加速当地子 公司与服务体系落地，助力解放品牌闪耀全球舞台。 ● 超600马力占比超13%，潍柴/康明斯/解放谁领先？前4月燃气重卡发动机排行 | 头条 ● 新国标催生行业变革 宇通 "三位一体" 构筑电池安全护城河 ● 13.98万元起，雷达超级电混皮卡上市！ ● 2200万元招标50辆新能源客 ...

Project Overview - The Tanghe County Transportation Bureau has announced a procurement project for 50 new energy buses with an estimated budget of 22 million yuan [1][2]. Project Details - Project Number: Tangcai Procurement Public-2025-24 with a maximum budget of 22,000,000 yuan [2]. - Procurement includes 50 new energy buses, specifically 30 units of 11+1 seats and 20 units of 18+1 seats [2]. - Funding Source: The project is financed by confirmed fiscal funds [3]. - Implementation Location: The project will take place within Tanghe County [4]. - Delivery Timeline: The delivery period is set for 35 calendar days [5]. - Quality Requirements: Buses must meet national and industry standards and pass acceptance tests by the purchaser [6]. - Warranty Period: The battery warranty is for 8 years or 600,000 kilometers, with a maximum capacity degradation of 30% during the warranty period [7]. Bid Document Acquisition - Bid documents can be obtained from May 29, 2025, to June 5, 2025, via the Tanghe County Public Resource Trading Center website [8]. - The documents are available for free download [9]. Bid Submission and Opening - Bid submission deadline is June 25, 2025, at 09:30 AM (Beijing time) [9]. - The bid opening will also occur on June 25, 2025, at the same time and location [9][10]. Contact Information - For inquiries, the contact person is Chen Xiaojun from the Tanghe County Transportation Bureau, reachable at 17518977303 [11]. - The procurement agency is Henan Yusheng Engineering Consulting Co., Ltd., with contact person Diao Shasha at 132037777323 [11].

Core Viewpoint - The launch of Geely Radar's two new electric hybrid pickup trucks, the Jingang EM-P and the Dihorizon EM-P, is expected to disrupt the pickup market by addressing user concerns regarding range, efficiency, power, and load capacity, thereby enhancing Geely Radar's market share in the electric pickup segment [1][19]. Group 1: Product Launch and Pricing - Geely Radar introduced two electric hybrid pickup models in Chengdu, with prices set at 139,800 RMB for the Jingang EM-P and 149,800 RMB for the Dihorizon EM-P, with an additional 2,000 RMB for the long box version of the Jingang [1]. - The new models aim to resolve various user pain points associated with electric pickups, such as range and efficiency, positioning them as benchmark products in the market [1][19]. Group 2: Super Electric Hybrid System - The vehicles are equipped with the Raytheon EM-P super electric hybrid system, which integrates multiple innovative technologies, including a 1.5T hybrid engine and dual electric motors, achieving a 0-100 km/h acceleration in just 6.3 seconds [4][6]. - This system has received the first S-class reliability certification for hybrid systems in China, surpassing national standards, and is already being used in other popular Geely models [6] . Group 3: Performance and Safety Features - The super electric hybrid system provides a maximum power output of 260 kW (approximately 354 horsepower) and a peak torque of 914 Nm, enabling a maximum climbing ability of 65% with a load of 0.5 tons [11]. - The vehicles feature a robust safety design, including a high-strength steel body and advanced safety systems, which enhance stability and crash protection [11][13]. Group 4: Cost Efficiency and User Benefits - The Jingang EM-P and Dihorizon EM-P offer significant cost savings, with a combined fuel consumption of just 1.5 liters per 100 km, making them the most fuel-efficient electric hybrid pickups in China [15]. - The vehicles are exempt from certain taxes and enjoy special road privileges, further enhancing their appeal to consumers [15]. Group 5: Intelligent Features and Ecosystem - The Dihorizon EM-P includes advanced smart features such as a large touchscreen interface, L2-level driver assistance, and a comprehensive entertainment system, making it user-friendly [17]. - Geely Radar's strategy focuses on using electric hybrid technology as a foundation to transform the performance architecture and usage scenarios of pickups, promoting a shift from traditional fuel vehicles to a broader range of electric applications [17][19].

关于新能源车，用户最关注的是什么？有人说价格，也有人说续航，但在安全面前，这些都是"1"后面的"0"。只有把安全做到极致，才 能真正赢得市场，收获用户。 何谓安全？答案或许并不唯一，但今年4月新颁布的电池新国标上，将"不起火、不爆炸"从企业技术储备上升为强制性要求的动力电池 安全标准，引发的既是社会关注，也是对相关产业的一次"变革"。 当动力电池安全进入"零容忍"时代，车企们准备好了吗？作为商用车领域龙头企业，宇通集团在做好示范引领的同时，筑起属于自己安 全的"护城河"，并在卡车领域做到提前布局，标准前置，不仅把安全做到极致，还全方位为用户考虑，让车主用的安全，用的节省与放 心。 新国标中提出了"不起火、不爆炸"的基本要求，该要求看似简单，却是摆在所有新能源车企面前的一条"金科玉律"，在保障用户安全的 同时，也在推动行业转型升级。在卡车领域研发方面，宇通坚持"三线结合"，从电池自身的安全着手，到电池给予整车的安全保护，再 到电池的安全监控，"三位一体"给予车辆和乘客最可靠的安全。 宇通集团车载能源高级经理高万兵介绍，通过"整车、系统、箱体、部件、监控"等五重防护，实现全生命周期的安全。首先，是电池自 身的安全 ...

Core Insights - The domestic heavy truck market remains highly competitive in May, with major brands reporting significant order wins, including large orders from companies like FAW Jiefang, Dongfeng Commercial Vehicle, and XCMG [1] Group 1: FAW Jiefang - FAW Jiefang signed another large order for 1,000 new energy heavy trucks, following a similar order in April, indicating strong market demand and strategic partnerships [2][5] - The signed new energy trucks include various types such as tractors, cargo trucks, and special vehicles, showcasing FAW Jiefang's comprehensive approach to the new energy market [5] Group 2: China National Heavy Duty Truck Group - China National Heavy Duty Truck Group received multiple bulk orders for both fuel and new energy tractors, highlighting its strong market presence [6] - The company held events showcasing its products, including the Shandeka G7 fuel tractor, which received 87 orders during a promotional event [7] - The company also delivered 10 units of the Chengdu V7-X EV tractor to a major client, with a total order of 50 units aimed at e-commerce and import-export logistics [7] Group 3: Dongfeng Commercial Vehicle - Dongfeng Commercial Vehicle signed a strategic cooperation agreement for 1,000 hazardous chemical gas vehicles, marking a significant step in ecological construction for the industry [10][13] - The company also held a delivery ceremony for 100 port transport vehicles, further expanding its market reach [11] Group 4: Foton Motor - Foton Motor achieved multiple large orders, including 100 units of the Ouman Starwing gas tractor delivered to a steel client in Guangxi [14][15] - The company also secured significant orders during various promotional events across different regions, including 103 units in Jiangsu and 177 units in Shijiazhuang [17] Group 5: XCMG - XCMG signed a contract for 1,000 new energy tractors, contributing to the green transformation of local steel transportation [18] - The XG2 EX630S tractor, recognized as a top-selling new energy heavy truck, was highlighted for its safety and efficiency [18] Group 6: Dongfeng Liuqi - Dongfeng Liuqi delivered 1,000 Menglong express delivery vehicles to YTO Express, showcasing its advanced technology and commitment to efficiency and sustainability [20] Group 7: SANY Heavy Industry - SANY delivered nearly 100 electric heavy trucks to a major client, marking the third collaboration between the two parties in the green logistics sector [22] Group 8: Hanma Technology - Hanma Technology delivered 130 customized dump trucks to Southeast Asian clients, demonstrating its ability to meet specific regional demands [24] - The company reported a significant increase in exports, with a year-on-year growth of 478.40% in early 2025 [26] Group 9: Feichi Technology - Feichi Technology launched 100 hydrogen fuel cell heavy trucks as part of a zero-carbon logistics corridor project in Southwest China, marking a significant milestone in its market strategy [27][29] Conclusion - The successful signing of large orders in May is expected to significantly impact the heavy truck market's sales rankings, with ongoing attention to market dynamics [31]

Core Viewpoint - The article emphasizes that Foton Motor is leveraging the rapid advancements in new energy and intelligent technology to seize structural growth opportunities in China's automotive industry, aiming to become a world-class commercial vehicle enterprise through its "Three Comprehensive" strategy [1][6][17]. Group 1: Strategic Development - Foton Motor has established a strategic goal of becoming a world-class commercial vehicle enterprise, focusing on "comprehensive internationalization, comprehensive new energy, and comprehensive intelligence" as its core paths [6][17]. - The company has a rich history, having achieved significant milestones since its establishment in 1996, including becoming the national light truck sales champion and reaching a cumulative global sales of over 10 million commercial vehicles by 2021 [3][4]. Group 2: Market Trends and Challenges - The commercial vehicle industry is undergoing significant changes, with new energy vehicles gaining traction while traditional fuel vehicles are declining in the domestic market. Export markets are experiencing rapid growth, making new energy and exports the new focal points for growth [4][7]. - Foton Motor's strategic goals are closely aligned with these market changes, emphasizing the need for innovation and adaptation to maintain competitiveness [4][8]. Group 3: Internationalization Strategy - Foton Motor has made notable progress in international markets, with overseas exports reaching 14,033 units in the first four months of 2025, marking an 11.4% year-on-year increase [7]. - The company aims to achieve an export target of 300,000 units by 2030 under its GREEN3030 international strategy, focusing on green and technological advancements [8][10]. Group 4: New Energy Development - Foton Motor has been investing in new energy technology since 2003, with a strategic focus on new energy vehicles since 2022. The company has defined a comprehensive approach covering pure electric, hybrid, and hydrogen energy technologies [10][11]. - The company has achieved significant breakthroughs in core modules for electric vehicles and is enhancing its capabilities in hybrid and hydrogen technologies to support the global transition to new energy commercial vehicles [10][11]. Group 5: Intelligent Transformation - Foton Motor is committed to "comprehensive intelligence," focusing on product and operational excellence through the integration of AI and big data technologies [11][12]. - The company aims to enhance operational efficiency across all business domains, achieving a 30% increase in R&D efficiency and a 90% automation rate in logistics and warehousing [11][12]. Group 6: Product Launch - The launch of the Xiangling V5, a new model designed for high-load markets, aims to meet the increasing demand for high-quality commercial vehicles in the logistics sector [12][15]. - The Xiangling V5 features a robust design and versatile cargo configurations, enhancing its appeal to users with diverse transportation needs [12][15].

5月30日，北汽福田向马达加斯加交付的312台城市交通客车正式启运。作为2024年中非合作 论坛北京峰会精神的重要成果转化，该订单不仅是中国品牌在非洲区域最大单笔客车出口项 目，更是中非共建"一带一路"在绿色交通领域合作的新里程碑，标志着中马共建"一带一路"合 作迈入高质量发展新阶段。 作为"一带一路"倡议的积极践行者，北汽福田早在2012年便进入马达加斯加市场，与当地合 作伙伴展开深度合作，现已导入重卡、轻卡、皮卡、VAN、新能源等全系产品，满足马达加斯 加市场多样化的运输需求，共同推动降碳目标达成。除了马达加斯加，北汽福田凭借其二十年 深耕非洲市场的深厚积淀，在南非、尼日利亚、加纳、赞比亚、埃塞俄比亚等非洲市场取得了 一系列的合作成果，并发布了福田非洲战略，将通过3个3年行动计划，提升产品、网络、服 务、配件、金融、人才等全价值链的体系能力建设，实现重卡、皮卡、客车等重点业务突破， 助力非洲国家实现交通领域的可持续发展。 随着这批城市交通客车的正式交付，标志中非合作论坛北京峰会精神下的务实合作再结硕果。 未来，北汽福田将在中非合作论坛框架内加大在非洲市场的投入，不断为中马、中非关系持续 深入发展贡献力量， ...