Core Viewpoint - The sales of new energy buses in China have shown significant growth in October 2025, with a total of 7,137 units sold, marking a month-on-month increase of 23.31% and a year-on-year increase of 23.56% [1][2]. Sales Performance - In October 2025, the top ten companies in the new energy bus market saw 9 out of 10 achieve year-on-year sales growth, with Yutong Bus leading the pack with 1,225 units sold, capturing a market share of 17.16% [2][3]. - CRRC Electric ranked second with 922 units sold, experiencing a month-on-month growth of 103.08% and a year-on-year decline of 38.00% [3][5]. - Xiamen Jinlv, ranked third, sold 658 units, with a month-on-month increase of 91.84% and a year-on-year increase of 32.39% [3][5]. - Zhongtong Bus and Foton Ouhui also showed remarkable growth, with Zhongtong selling 633 units (month-on-month growth of 97.20%, year-on-year growth of 414.63%) and Foton Ouhui selling 444 units (month-on-month growth of 114.49%, year-on-year growth of 174.07%) [5][6]. Cumulative Sales - From January to October 2025, a total of 39,179 new energy buses were sold, representing a year-on-year increase of 32.94% [1][2]. - Among the top ten companies, Zhongtong Bus was the only one to achieve a cumulative sales growth of over 100%, with an increase of 145.86% [8][15]. - Yutong Bus maintained its position as the leading cumulative seller with 5,485 units sold, while BYD and other companies also surpassed 2,000 units in cumulative sales [15][17]. Market Segmentation - The three major segments of the new energy bus market (public transport buses, seated buses, and other buses including school buses) all experienced positive year-on-year growth in October 2025 [10][12]. - The public transport bus segment saw cumulative sales growth of 38.48%, while the other bus segment achieved a remarkable year-on-year increase of 74.93% [10][12]. Notable Performances - Nanjing Jinlong Chuangwei exhibited outstanding performance with a month-on-month increase of 288.71% and a year-on-year increase of 487.80% [6][15]. - Dongfeng Special Automobile's Super Dragon model reported a staggering month-on-month growth of 1,514.29% [6][15]. - In the seated bus market, Yutong Bus led with 514 units sold, achieving a year-on-year growth of 103.97% [16][17].

近日，四川川贸通物流有限公司正式发布新能源公交车采购项目公开招标公告，计划采购5 米、6米、7米、8米、8.5米、10.5米共6种车型的新能源公交车，项目总预算达8000万 元。 新能源公交车采购项目招标公告 (招标编号: /) 项目所在地区:四川省,成都市 一、招标条件 本新能源公交车采购项目已由项目审批/核准/备案机关批准,项目资金未源为其他资金 招标人接相关规定筹集,招标人为四川川贸遗物流有限公司。本项目已具备招标条件,现招 标方式为公开招标。 二、项目概况和招标范围 规模:采购6种车型新能源公交车,分别为:5米级新能源公交车、6米级新能源公交 车、7米级新能源公交车、8米级新能源公交车、8.5米级新能源公交车、10.6米级新能源 公交车,具体详见第五章招标项目要求 范围:本招标项目划分为1个标段,本次招标为其中的: (001)新能源公交车采购项目: 本项目 不允许联合体投标。 四、招标文件的获取 获取时间:从2025年11月26日 09时 00分到2025年12月02日 17时 00分 获取方式:4.1 凡有意参加投标者,请于 2025年11月 26日至 2025年12月 02日 (法 定公休日、法定 ...

在商用车行业转型与降本增效需求的双重压力下，零一电驱桥重卡或掀起新一轮变革浪潮。 根据第一商用车网掌握的最新数据（交强险实销口径，不含出口和军车），2025年10月， 国内共销售新能源重卡2.01万辆，同比大涨144%；1-10月，国内新能源重卡累计销售 15.79万辆，累计增幅达178%。可见，在"双碳"目标及行业转型的持续推进下，国内新能 源重卡销售持续火热。 不过，话说回来，虽然新能源重卡市场火热，但是也不容忽视传统能源重卡所具备的优势 ——运营场景更广泛、无惧补能焦虑、运输效率更高……这些，也正是制约新能源重卡发展 的痛点。然而，零一汽车却打破了这一市场"定律"，其搭载正向自研矩石2.0电驱桥的新能 源重卡或将成为行业"颠覆者"。 电驱桥重卡有望成为新能源重卡未来发展趋势？ 不过，近年来，随着电驱桥技术的迭代升级，这些制约新能源重卡推广的因素或将很快被打 破，电驱桥技术不仅运输效率更高，同时还可拉低运营总成本。那么，电驱桥重卡会成为未 来新能源商用车行业发展趋势吗？ 说到这里，有些读者自然会谈及中央驱动新能源重卡。业内众多专家及从业者更是表示，电 驱动重卡将慢慢取代中央驱动重卡，成为电动重卡主流技术路 ...

11月27日晚，一汽解放集团股份有限公司发布关于对外投资暨关联交易的公告。公告显示，一汽解放基于公司整体战略和未来经营发展 需要，拟通过全资子公司一汽解放汽车有限公司（以下简称"解放有限"）对其合营企业解放时代新能源科技有限公司（以下简称"解放 时代"或"合资公司"）现金增资1.91亿元人民币，解放时代现有股东宁德时代新能源科技股份有限公司（以下简称"宁德时代"）及本次 新引入投资者特来电新能源股份有限公司（以下简称"特来电"）拟同步对解放时代进行增资，三方增资合计4.12亿元人民币。 对外投资协议主要内容 主要内容以下签署方单称"一方"，合称"各方"，解放有限、宁德时代合称"现有股东"，解放有限、宁德时代、特来电合称"本轮投资 人"。 解放时代主要财务指标如下： | 项 目 | 2024 年末 | 2025年9月30日 | | --- | --- | --- | | 资产总额 | 54,250.39 | 142,080.95 | | 负债总额 | 45,912.10 | 133,976.01 | | 净资产 | 8,338.29 | 8.104.94 | | 项目 | 2024 年度 | 2025年1-9月 ...

意想不到，10月客车出口居然出现了下滑！ 据中国客车统计信息网数据显示，2025年1-10月，我国大、中、轻型客车共计出口 60703辆，相比去年同期多11933辆，同比增长24.47%。其中，2025年10月，大、中、 轻型客车出口量共计为5105辆，环比、同比双降，其中，环比降幅为29.37%，同比降幅 为22.37%，自2024年1月起的同比连增势头以"21连增"结束。 横向来看，10月5105辆的出口量，在2025年目前仅高于1月和2月，相比9月超7200辆且 创下近年第二的优异成绩，10月的出口量存在显著差距。为何客车出口"画风"突转？是偶 然还是另有原因？各家企业表现呈现哪些新的变化？下面请看第一商用车网的分析报道。 10月：大、中、轻客同比全线下滑！公交车降26% 大座逆增16% 从细分市场来看，2025年10月，大、中、轻型客车出口同比均下滑。其中，大型客车出口 2657辆，同比下降3.94%，结束"五连增"，横向来看，该出口量在年内仅高于1月和2 月；中型客车出口1203辆，同比下降20.33%，环比却大涨40.21%，10月表现在年内处 于中等水平；轻型客车出口1245辆，同比下降45.8 ...

Group 1 - Shandong Heavy Industry Group held a leadership meeting on November 30, announcing the appointment of Wang Zhijian as the new Party Secretary and Chairman of Shandong Heavy Industry Group Co., Ltd [1] Group 2 - The heavy truck influence ranking for October was released, highlighting the best performance of Jiefang/Howo and the advancement of Chenglong [7] - Chery Commercial Vehicle's small truck X5 Long Range version sets a new industry benchmark [7] - Cummins holds nearly 20% market share, while Weichai has surpassed 10,000 units, achieving a "10 consecutive championships" in gas heavy truck power, with a doubling increase for two consecutive months [7] - NEXT ERA from Scania emerges as a game changer, aiming to reshape the value benchmark for China's trunk logistics [7]

Core Viewpoint - The article discusses the launch of the Changan Kaicheng V919 Glory Edition, emphasizing its competitive pricing and the company's focus on value rather than price competition. The new president, Dong Chenrui, highlights the importance of safety, reliability, and efficiency as the brand's core values [1][5][7]. Group 1: Product Features and Value Proposition - The V919 Glory Edition features self-developed "golden three electric" components, including a battery from CATL, a new generation of integrated flat wire motor, and a pioneering five-in-one power domain controller [5]. - The vehicle is equipped with industry-leading technologies such as a line-controlled chassis and IBCU line control braking technology, ensuring safety and reliability [5][9]. - The V919 Glory Edition aims to address the logistics market's key concerns: safety, reliability, and efficiency, with a focus on user experience [5][7]. Group 2: Safety and Brand Philosophy - Dong Chenrui emphasizes the importance of safety, citing alarming statistics about traffic accidents in China, and positions safety as a fundamental responsibility of the company [7][9]. - The brand's DNA is centered around the values of safety, reliability, and efficiency, which are reflected in the design and features of the V919 Glory Edition [7][9]. Group 3: Market Performance and Future Goals - Changan Kaicheng's new energy vehicle sales are expected to nearly double by 2025, indicating strong growth in this segment [11]. - The company anticipates that overseas sales will account for over 40% of total sales by the end of the "15th Five-Year Plan," with current overseas sales already at approximately 35% [11][13]. - Dong Chenrui expresses confidence in achieving these targets through established overseas operations and a robust market presence [12][13].

Core Viewpoint - The new energy light commercial vehicle market in 2025 is experiencing fluctuations, with a notable increase in penetration rates exceeding 70% in recent months, despite some periods of year-on-year sales decline [1][4][30]. Sales Performance - In October 2025, the domestic new energy light commercial vehicle market sold 28,900 units, representing a 19% month-on-month decline but an 18% year-on-year increase [4][30]. - From January to October 2025, the cumulative sales of new energy light commercial vehicles reached 233,900 units, showing an 18% year-on-year growth, with a total increase of 35,700 units compared to the previous year [24][28]. Market Trends - The market has shown a pattern of alternating sales increases and decreases, with a notable six consecutive months of year-on-year growth from May to October 2025 [4][30]. - The penetration rate of new energy light commercial vehicles in the overall light commercial vehicle market reached 70.41% in October, marking the highest level ever recorded [8][30]. Regional Insights - All 31 provincial-level administrative regions in mainland China have registered new energy light commercial vehicles, with Guangdong province leading with over 41,000 registrations, accounting for 17.55% of the national total [12][14]. Vehicle Type Distribution - Pure electric vehicles dominate the new energy light commercial vehicle market, comprising 99.973% of the total, with negligible presence of hybrid and fuel cell models [16][30]. Leading Companies - In October 2025, the top-selling companies in the new energy light commercial vehicle market included Yuan Cheng, Wuling, and Changan, with market shares of 21.20%, 17.35%, and 16.01% respectively [18][22]. - The cumulative sales rankings for January to October 2025 show that major players like Wuling and Yuan Cheng have seen significant year-on-year growth, while some companies experienced declines [26][28].

11月25日，"2025年第一商用车网年度评选"颁奖典礼在北京隆重举行。其中，在轻型车 组评选中，奇瑞商用车小卡X5长续航版凭借高品质、长续航和低能耗等优势，荣获"2025 年度新能源小卡品质引领奖"。 "2025第一商用车网年度评选"由第一商用车网、卡车空间站和皮卡空间站联合主办，旨在 全面深入地评估国内商用车企业的技术创新与市场表现，发掘商用车行业中的优秀产品，推 动行业持续健康发展。 奇瑞商用车小卡X5长续航版作为一款面向现代物流市场打造的新能源微卡，凭借其全方位 领先的技术配置与实用性设计，正重新定义城市配送与短途运输的效率标准。它不仅是一款 运输工具，更是用户提升运营效率、优化成本的专业伙伴。以其"跑得快、装得多、续航 久、承载强"的卓越性能，展现出强大的市场竞争力。 奇瑞商用车小卡X5长续航版搭载了行业领先的X-超级电机，电机功率同级产品中最大，动 力强、提速快，挣钱快人一步；同时，该电机拥有同级最大的输出扭矩，赋予了车辆强大的 爬坡能力，最大爬坡角度高达30°，保障了运输的广泛适应性。此外，电机系统实现了高达 95%的效率利用，并辅以高效的能量回收技术，能将制动等工况下的动能有效转化为电 能，从 ...

Core Insights - The "Heavy Truck First Influence Index" for October 2025 shows a total score of 2566 points for nine major heavy truck brands in China, marking a 17.4% increase from September and a slight 4.8% decrease from the same period last year [1] - The month of October has proven to be a strong sales period for heavy truck brands, with significant marketing efforts during the National Day and Mid-Autumn Festival holidays [3][5] - Leading brands such as FAW Jiefang and China National Heavy Duty Truck Group achieved their best performance of the year in October [5][9] Brand Performance - FAW Jiefang topped the index with a score of 665, breaking the 650-point barrier for the first time this year, indicating strong market presence [5][12] - China National Heavy Duty Truck Group ranked second with a score of 523, benefiting from various promotional activities and strategic partnerships [12][9] - Dongfeng Commercial Vehicle and Dongfeng Liuqi also saw significant sales, with Dongfeng securing a large order of 600 units during a promotional event [14][11] Major Events and Collaborations - FAW Jiefang announced a strategic partnership with Lingong Group to enhance its non-road vehicle market presence [7] - China National Heavy Duty Truck Group held its 2025 Global Partner Conference and signed multiple large orders, including a strategic agreement for 1000 units of the HOWO TX7-PRO [9][12] - Dongfeng Commercial Vehicle launched three models tailored for the Saudi market and participated in various promotional events, showcasing its commitment to international collaboration [14][11] Market Trends - The heavy truck market in October experienced a notable increase in promotional activities and sales, reflecting a robust recovery and competitive spirit among brands [11][18] - The "Golden September and Silver October" period has been characterized by significant marketing efforts and product launches, contributing to the overall growth in the heavy truck sector [3][18] - The index indicates a positive trend in brand influence and market engagement, with several brands making substantial gains in visibility and sales performance [1][12]