在2025江铃集团科技日活动的技术成果展上，一个造型独特的"小方盒子"——江铃智道无 人巡逻车成为全场焦点。 此次战略合作恰逢南昌市智能网联汽车产业政策加速落地的关键期。今年以来，南昌市先后 出台《邮政快递无人车示范应用及技术规范（试行）》等多项政策文件，建立起"政府主导 +多部门协同"的创新监管模式，并于8月发放全省首批147辆快递无人配送车专用车牌。 在国家政策持续赋能、区域生态加速完善的背景下，江铃改装与新石器的跨界协同，将实现 双方在自动驾驶技术与整车改装能力的优势互补，推动无人配送从"试点示范"走向"规模化 运营"，为抢占智能物流产业制高点、打造智慧交通与智慧城市注入强劲动能。 这款具备L4级自动驾驶能力的无人车，集高精地图、多传感器融合感知、行为预测与自主 决策等前沿技术于一身，不仅在公共道路与封闭园区实现完全无人驾驶，更通过深度融合行 业安防业务算法、人工智能与5G通信等核心技术，实现了立体化巡防、智能预警、便民服 务与移动宣传等多场景应用。 这款创新产品由江铃集团改装车公司（以下简称江铃改装）基于新石器无人车平台精心打 造，而其背后，正是江铃改装与新石器无人车公司深度协同、共同开拓无人车定制化 ...

Core Viewpoint - The article discusses the strategic plan of CIMC Vehicles to debut its EVRT logistics-type pure electric head trailer at the 2026 Hannover Commercial Vehicle Show, following its appearances at the Wuhan Commercial Vehicle Show in 2023 and 2025. This move is part of a long-term vision to revolutionize the new energy heavy truck industry through technological and business model innovations [1][14]. Group 1: Market Context and Challenges - The new energy heavy truck market is experiencing explosive growth, with sales reaching 157,900 units from January to October 2025, a year-on-year increase of 178%, surpassing the total sales of the previous three years [3][4]. - Despite market growth, many manufacturers face a dilemma: not producing new energy heavy trucks risks market elimination, while entering the market often leads to losses due to homogenized competition [4][6]. - The industry is confronted with three systemic challenges: technical bottlenecks, lack of support systems, and an incomplete value cycle for users [4][6]. Group 2: EVRT Ecosystem and Solutions - CIMC Vehicles aims to build the EVRT ecosystem, focusing on user experience and total cost of ownership (TCO), rather than merely replacing traditional fuel with electric power [6][10]. - The EVRT ecosystem includes a fully developed engineering-type pure electric semi-trailer product platform and a collaborative platform architecture that addresses customer pain points in energy replenishment, maintenance, and operational management [6][10]. - The EVRT electric head trailers, EVRT-700 and EVRT-MIX, feature electric drive axles in both the head and trailer, marking a significant advancement over traditional models [8][10]. Group 3: Technological Innovations - The EVRT platform is the first of its kind globally, designed for engineering-type pure electric semi-trailers, enabling deep collaboration between the head and trailer for real-time energy management [10][11]. - The mobile fast-charging vehicle, a core component of the EVRT ecosystem, addresses the lack of charging infrastructure and offers modular energy storage solutions to reduce costs and enhance efficiency [11][13]. - The "3 × 3" TCO value cycle model ensures that the vehicle structure supports over nine years of operational life, with battery replacements scheduled to maintain performance [13][14]. Group 4: Future Plans and Market Expansion - CIMC Vehicles has outlined a clear six-step plan to achieve a closed-loop ecosystem for its pure electric head trailer products, transitioning from electrification to automation and robotics [14][16]. - The company is committed to advancing its product, technology, business model, and regulatory frameworks to enhance the deployment of pure electric head trailers [14][16]. - Recent regulatory changes in China have legalized electric trailers, providing a significant boost to CIMC Vehicles' market expansion efforts [16][17].

近日，"2025第一商用车年度评选"颁奖典礼在北京圆满收官。其中，在轻型车组的角逐 中，祥菱V5从众多竞争对手中脱颖而出，成功斩获"2025年度微卡行业高端引领奖"。 祥菱V5的核心优势首先体现在超强的承载能力上，其采用了150mm腹高的直通式高强钢大 梁，这种设计在确保卓越承载力的同时，大幅提升了车架的刚性与抗扭性，有效避免了长期 重载下的形变问题，使车辆的可靠性与耐久性达到了新的高度。配合经过优化的加强型大速 比后桥，整车承载能力再提升11%，也让起步的动力性更好。此外，前双横臂式独立悬架 的运用，不仅承载力强，更在减震滤震与侧向支撑方面表现优异，兼顾了重载需求与行驶稳 定性。 其次是拉得多。祥菱V5提供了最大尺寸达3.8×1.85米的超大货箱，容积高达12立方米，这 一规格远超同级竞品，为各类货物装载提供了极大便利。超大容积与可靠承载的强强联合， 使得祥菱V5能够轻松应对建材运输、农副产品转运、商超配送等多种重载运输任务。 过硬的产品力已转化为强劲的市场号召力。据悉，祥菱V5自上市以来，便持续掀起销售热 潮，在细分市场销量排行榜中名列前茅，成为了名副其实的"爆款"车型和行业领头羊。这 一市场表现，生动地 ...

Core Viewpoint - The company, Shanghai New Power Automotive Technology Co., Ltd. (referred to as "New Power"), announced a significant adjustment to the use of funds raised in 2021, terminating the "Next-Generation Intelligent Heavy Truck" project and reallocating remaining funds to enhance liquidity and develop new projects [1][11]. Fundraising Purpose Adjustment History - New Power raised a net amount of 19.809788 billion yuan in October 2021, initially planned for the "Smart Factory" and "Next-Generation Intelligent Heavy Truck" projects. This marks the third major adjustment to the fundraising purpose after two previous changes in 2022 and 2024 [4][5]. Specific Adjustments - The board approved three core adjustments: - Termination of the "Next-Generation Intelligent Heavy Truck" project, which was allocated 9.497766 billion yuan, with only 1326.27 million yuan utilized by June 2025. The remaining 37.51522 million yuan will be permanently allocated to enhance liquidity [7]. - The conclusion of three diesel engine projects, resulting in surplus funds of 16.72357 million yuan, with 7.71802 million yuan directed towards the development of the "20VK Power Station Product Development Project" [8]. - The remaining 9.00555 million yuan will be used to supplement the company's liquidity for daily operations [10]. New Project Development - The "20VK Power Station Product Development Project" will focus on high-power power generation units, with a total investment of 7.71802 million yuan, a construction period of 45 months, and an expected completion date in August 2029. The project aims to fill a market gap for 3000 kW power generation units [9][11]. Background and Market Impact - The adjustments are driven by the restructuring of the subsidiary, SAIC Hongyan, which will no longer be included in the consolidated scope, and a strategic shift towards the high-power engine sector. The new project aligns with market demands for data centers and new infrastructure [11]. As of June 30, 2025, 10.67 billion yuan of the raised funds had been utilized, accounting for 53.86% of the total [11]. The company's stock price has decreased by 18.7% over the past six months, with a current market value of 4.53 billion yuan [11].

Group 1 - The core viewpoint of the article emphasizes the commitment of CIMC Lingta to strengthen its overseas presence, particularly in the West African market, through customer collaboration and strategic planning [1][15]. Group 2 - CIMC Lingta's CEO, Dr. Shu Lei, led an overseas team to West Africa for market visits and customer interactions, focusing on enhancing customer cooperation and strategic layout [1][2]. - The team conducted on-site research to assess product performance in local conditions and engaged in discussions with customers regarding product optimization and upgrades, laying a solid foundation for local collaboration [3][7]. - During the visit, Dr. Shu attended a customer appreciation event, delivered a speech, and awarded key customers, further solidifying relationships with core clients [10]. Group 3 - CIMC Lingta successfully completed the bulk delivery of 600 semi-trailers to multiple strategic partners in West Africa, demonstrating the company's product strength and market credibility [12]. - A strategic cooperation agreement was signed for 1,100 units, aiming to establish a "CIMC Vehicle-West Africa LoD Delivery Service Center" to enhance local delivery and service capabilities [15]. Group 4 - The West Africa trip is seen as a practical measure to deepen customer relationships and a key step in CIMC Lingta's strategy for the global southern market [15]. - The company aims to integrate into the domestic and international dual circulation pattern, continuously creating value for customers through solid actions and excellent services [15].

在11月25日举办的"2025第一商用车网年度评选"颁奖典礼上，庆铃铃巨力纯电小卡一路 过关斩将，从众多竞争对手中脱颖而出，成功斩获"2025年度第一推荐新能源小卡"称号， 彰显其硬核技术实力与行业影响力。 多场景适用 把核心技术用到"刀刃上" 作为新能源物流车的核心配置，可以说电池决定了一款车的上限。庆铃铃巨力小卡搭载宁德 时代磷酸铁锂电池，满电续航高达400公里，不仅打通物流末端"最后一公里"配送，还完全 满足跨城运输需求，无需担心半路电量告急。 值得一提的是，庆铃铃巨力小卡的电池还支持充电、换电两种补能方式，补能灵活性大幅提 升。若是赶时间选择换电，几分钟即可满血复活，比传统加油更高效，避免因充电排队影响 后续订单承接。如果时间充裕时充电，还可进一步降低补能成本，让跨城运输既省心又省 钱。 此外，该车还采用纵向布置电池的设计，不仅能巧妙利用空间，不占用货厢区域，还保证装 载力不受影响。不管是早出晚归跑高频短途配送，还是跨城乡跑长途运输，都能放心使用， 进一步提升了运输效率。 在新能源物流车渗透率不断提升的当下，新能源小卡新车型也如雨后春笋般涌现。那么，谁 能在2025年的新能源小卡领域脱颖而出，收获行业 ...

Group 1 - Recently, Skyworth Auto has received positive news in the bus market with two significant contracts for electric buses totaling 120.25 million yuan [1][4] - The first contract involves Shenzhen Bus Group purchasing 100 units of 10.5-meter low-floor pure electric buses, with a winning bid of 89.2 million yuan by Nanjing Jinlong Bus Manufacturing Co., Ltd [2][3] - The second contract is for Longyao County Ruiwei Storage Bus Passenger Transport Co., Ltd, which awarded a bid of 31.05 million yuan to Nanjing Jinlong Bus Manufacturing Co., Ltd for a second batch of new energy buses [4]

Core Viewpoint - Longgao Motor continues to lead the industry with efficient and reliable product performance and excellent environmental adaptability, as evidenced by its recent award for "2025 Annual Heavy Truck Motor Quality Award" [1][10]. Group 1: Product Quality and Reliability - Longgao Motor adheres to the philosophy that "reliability is the lifeline," implementing strict quality management throughout the entire product development and manufacturing process [4]. - During the product design phase, Longgao Motor follows the "four modernizations" principle—series, standardization, generalization, and modularization—utilizing methods such as FMEA and thermal design optimization to ensure design reliability from the source [5]. - The company has established a mistake-proofing process system and zero-defect control for key processes, significantly reducing the risk of human error through automation and mistake-proofing technologies [5]. Group 2: Market Performance and Recognition - Longgao Motor's products have successfully entered multiple overseas markets, including Northern Europe, the Middle East, Southeast Asia, and South America, achieving bulk shipments and gaining widespread recognition from international customers for their excellent environmental adaptability and operational stability [8]. - As of January to October 2025, Longgao Motor's new energy heavy truck motor shipments have exceeded 50,000 units, with a comprehensive product architecture that meets diverse customer needs and deep cooperation established with several large well-known manufacturers [10].

Core Viewpoint - The new energy heavy truck market experienced significant growth in November 2025, with a record monthly sales of 24,000 units, reflecting a year-on-year increase of 176% and a month-on-month increase of 40% [5][26]. Market Performance - In the "Golden September and Silver October" of 2025, the new energy heavy truck market saw year-on-year increases of 252% and 153% respectively, with September achieving the highest monthly sales record [1][2]. - November 2025 marked a new monthly sales record with 24,000 new energy heavy trucks added, representing a month-on-month increase of nearly 7,000 units [6][5]. - The average monthly sales from January to November 2025 approached 15,000 units, with continuous high sales maintained since March [6]. Regional Sales Distribution - In November 2025, all 31 provincial-level administrative regions in China reported new energy heavy truck sales, with 16 regions adding over 500 units [8]. - Shanghai and Shanxi led the sales, each adding over 2,000 units in November [8][10]. Company Performance - In November 2025, the top four companies in new energy heavy truck sales all exceeded 3,000 units, with XCMG leading at 3,963 units, followed by SANY, Jiefang, and Heavy Truck [12][14]. - The majority of leading companies experienced significant year-on-year growth, with XCMG, Heavy Truck, and others achieving increases above the market average of 176% [16]. Cumulative Sales Data - From January to November 2025, cumulative sales reached 161,000 units, a year-on-year increase of 189% [19]. - The top six companies, including XCMG, SANY, and Jiefang, each surpassed 10,000 units in cumulative sales, with XCMG leading at 26,200 units [20][22]. Market Share Insights - The market share of the top five companies exceeded 10%, with XCMG at 16.27%, SANY at 15.63%, and Jiefang at 15.14% [24]. - The competition among companies remains tight, with small differences in market share among the top players [24]. Conclusion - The new energy heavy truck market in 2025 has consistently shown explosive growth, with record-breaking sales and strong performances from leading companies, indicating a robust market outlook for the remainder of the year [26].

12月3日，宇通客车股份有限公司发布2025年11月份产销数据快报。快报显示，2025年 11月份，宇通客车销售各类车型4058辆，同比增长8.62%。其中，大型客车销售1838 辆，同比增长23.19%；中型客车销售1613辆，同比增长28.83%；轻型客车销售607辆， 同比下降38.81%。 | 产 | 品 | 2025 年 | 去年同期 | 单月数量 | 本年 | 去年同期 | 累计数量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 11月份 | | 同比变动 | 累计 | 累计 | 同比变动 | | 销售量 | | 4,058 | 3.736 | 8.62% | 40.654 | 38,303 | 6.14% | | 其中:大型 | | 1,838 | 1.492 | 23.19% | 20.837 | 20,630 | 1.00% | | 中型 | | 1,613 | 1,252 | 28.83% | 12,589 | 12,574 | 0.12% | | 轻型 | | 607 | 992 | -38.81% | 7,228 | ...