Group 1 - The announcement from China Xiong'an Group Transportation Co., Ltd. indicates a delay in the procurement project for the second batch of buses in 2025, specifically extending the deadlines for both the acquisition of bidding documents and the submission of bids [1] - The new deadline for obtaining bidding documents is now set for January 27, 2026, at 8:59 AM, while the submission deadline for bids is also extended to January 27, 2026, at 9:00 AM [1] - The project involves the procurement of 40 units of 8-meter pure electric public transport buses, highlighting a continued investment in electric vehicle infrastructure [1] Group 2 - The article mentions various developments in the automotive industry, including Foton's introduction of high-capacity electric vehicles and new product launches from Scania and SAIC [6] - The industry is seeing a focus on enhancing product capabilities across various scenarios, with SAIC's Yuejin potentially becoming a preferred choice for urban distribution users [6] - Speed Leopard Technology is undergoing a significant marketing management overhaul, with a new marketing strategy being launched [6]

Core Viewpoint - The heavy truck industry in China experienced a significant increase in influence and activity in December 2025, with major brands showcasing their achievements and future goals through various events and partnerships [4][6][20]. Group 1: Heavy Truck Influence Index - The "Heavy Truck First Influence Index" total score for nine major domestic heavy truck brands reached 2320 points in December 2025, an increase of 4.5% from November and 2.2% year-on-year [1][2]. - The index reflects a positive end to the year and sets an optimistic tone for the upcoming year [4]. Group 2: Key Events and Achievements - FAW Jiefang held multiple significant events, including participation in the 19th International Auto Exhibition in Colombia, where they secured 60 intent orders, and the launch of their 2026 Global Partner Conference in Chengdu, unveiling new products and setting ambitious sales targets for 2026 [9][10]. - China National Heavy Duty Truck Group (CNHTC) signed a strategic agreement for 500 heavy trucks and hosted their 2026 Partner Conference, aiming for a sales target of 340,000 units in 2026 [12]. - Dongfeng Commercial Vehicle's 2026 Partner Conference showcased nearly 60 new models and set a sales target of 176,000 units for 2026, with a notable increase in their new energy vehicle sales [14]. Group 3: Rankings and Market Performance - The December 2025 "Heavy Truck First Influence Index" rankings were led by FAW Jiefang with a total score of 618, followed by CNHTC with 494, and Dongfeng Commercial Vehicle with 324 [15]. - Other notable performers included Dongfeng Liuzhou and Shaanxi Automobile, both of which demonstrated strong market presence and growth [16][18]. Group 4: Industry Trends and Future Outlook - The heavy truck market in December highlighted the competitive dynamics among leading brands, with a focus on technological innovation, market expansion, and enhanced user services [20]. - The industry is expected to accelerate towards efficiency, intelligence, and sustainability in the coming years, driven by the competitive strategies of these major players [20].

1月13日，潍柴动力股份有限公司发布关于董事变更的公告。潍柴动力近日收到孙少军提交 的书面辞职报告，因年龄原因，孙少军申请辞去公司执行董事、董事会战略发展及投资委员 会委员等职务。辞去上述职务后，孙少军将不再担任公司（含控股子公司）任何职务。孙少 军的辞职未导致公司董事会成员低于法定人数，不会影响董事会的正常运作及公司的正常经 营。 经公司2026年第一次临时董事会会议审议通过，同意选举王延磊先生为公司第七届董事会 非执行董事候选人，该事项尚需提交公司股东会审议，任期自股东会决议作出之日起至第七 届董事会届满之日止。 孙少军的原定董事任期至第七届董事会届满之日止。截至本公告披露日，孙少军持有公司股 份13,684,324股，约占公司股份总额的0.1570%。孙少军将严格按照《上市公司董事和高 级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》等相关规定进行后续管理。孙少军不存在 应当履行而未履行的承诺事项。公司董事会对孙少军在任职期间为公司发展做出的贡献表示 衷心的感谢。 ● 福田推801度大电量 零一大批上新 斯堪尼亚出击！202 ...

此次合作，是三家企业在房车产业链上的深度整合与战略协同。南京依维柯作为商用车智能制 造领域的领军者，一直致力于为市场提供坚实可靠、技术领先的轻客产品。依维柯的非承载式 车身底盘技术，以及在多场景下验证的优异性能，早已成为众多房车厂商的首选。华铁蜂途房 车，作为国内领先的房车租赁服务平台，始终秉持着创新、品质、服务的理念，致力于为用户 提供多样化、高品质的自驾旅居方案。日照大驰汽车，则以其在房车研发制造领域的深厚积淀 和前沿技术，引领着行业的智能化发展潮流。三方携手，形成了从产品研发、制造到租赁服务 的完整产业链闭环，构筑起房车产业发展的"黄金三角"。 生态共建，引领行业未来趋势 新年肇启，万象焕新。2026年开篇之时，南京依维柯联合日照大驰汽车，在山东莒县向华铁 蜂途房车隆重举办了一场具有里程碑意义的交车盛典——以"三方聚力启新程 2026共驰山海 境"为主题的首批订单交车仪式圆满落幕。此举标志着三方战略合作从规划蓝图正式迈入实质 性推进阶段，共同开启了房车产业协同发展的崭新篇章，成为将战略构想转化为现实成果的关 键里程碑。 据悉，本次交付的300台房车将于今年5月前全部投放到国内房车租赁市场。 这一举措不仅 ...

Core Insights - The article highlights that SAIC Yuejin aims to double its sales by 2025, targeting 56,000 units in 2026, focusing on product strength to enhance user wealth creation [1] - The domestic light truck market is expected to see slight growth, with a projected total scale of 1.03 million units in 2026, a 3% year-on-year increase, and a significant rise in demand for new energy light trucks [1] Market Performance - SAIC Yuejin has outperformed the market, achieving a sales increase from 17,000 to 40,000 units in 2025, representing a 127% year-on-year growth; in the new energy sector, retail sales reached 22,573 units, up 217% [3] - The market share in the wholesale sector increased from 2.0% to 4.0%, a rise of 2.1 percentage points [3] Competitive Positioning - In 2025, SAIC Yuejin secured five industry-leading positions: highest sales growth rate, fastest growth in new energy logistics vehicles, leading market share in specialized new energy chassis, and top sales among major B-end enterprises [5] - Despite challenges from new energy alternatives, traditional energy light trucks maintained a stable market share, with 22 out of 31 regions showing growth [5] Strategic Initiatives - SAIC Yuejin plans to invest billions to support channel expansion and build a stable, win-win ecosystem, shifting strategies from broad outreach to precise targeting and from volume-focused incentives to multi-dimensional collaboration [5] - The company will enhance service management and training, aiming for a 12-hour closure rate monitoring and improved service station layouts [5] Product Development - In 2026, SAIC Yuejin aims to launch 32 development projects, with 24 set to be produced that year, including new models on a seventh-generation platform [7] - The new energy vehicle lineup will include models with rapid battery swapping capabilities, supporting flexible purchasing options [9] Technological Advancements - New energy models will feature advanced intelligent driving assistance systems, enhancing safety and efficiency for users [11] - Collaboration with CATL will advance battery swapping network construction, aiming to create a comprehensive ecosystem for electric light trucks [11]

从1965年第一台福特全顺诞生，到如今全球1300万用户的信赖沉淀，"全顺"二字早已成为高品质轻客的代名词。当行业还在局限于单 一场景功能时，江铃福特全顺T8带着福特全球"Transformers（擎天）"架构的技术底气而来，以"全场景智慧轻客"之姿，打破场景边 界，为商务通勤、货运物流、房车改装、等多元需求，交出一份"既要又要还要"的全能答卷。 架构黑科技：全场景改装的"超级底座" 轻客的核心竞争力，从来都是"可塑性"。全顺T8直接亮出行业独有的架构造车技术，这可不是普通平台能比的——就像"变形金刚"的灵 活骨架，能轻松适配不同场景的改装需求。 国家级研发中心背书从根源保证改装稳定性。不管你是想改成绿通运输的重载版、商务接待的豪华版，还是自驾游的房车版，它的底盘 预留了充足改装空间，搭配九大底盘承载结构，一体式冲焊桥壳能扛3.5T重量，5.25吨极致承载力让改装后依然"能打能扛"。关键部位 68处航母级硼钢+65%高强度钢覆盖率，不仅安全拉满，还能为改装件提供坚实固定基础，再也不用担心"改完晃悠悠"。 动力&智能：高端配置适配全场景需求 光有改装潜力不够，全场景还得"跑得爽、用得智"。全顺T8直接上"王炸组 ...

Group 1 - The core viewpoint of the article highlights the recent tender announcements for the replacement of power batteries in electric buses in Chongqing and Fujian, indicating a growing demand for battery replacement in the electric vehicle sector [1][18]. Group 2 - Chongqing Dongcheng Public Transport Co., Ltd. is set to update the power batteries for 178 electric buses that are due for replacement in 2026 [1][5]. - Fujian Zhangzhou Minyun Public Transport Co., Ltd. is conducting a tender for the procurement and replacement of batteries for 60 electric buses [1][18]. Group 3 - The tender for Chongqing includes various models of electric buses, with specific quantities and technical requirements outlined for each model [6][7]. - The delivery timeline for the Chongqing project is set for 60 calendar days after notification, with the implementation planned in three batches throughout the year [8]. Group 4 - The Fujian tender specifies a maximum price of 9.65 million yuan per set for the batteries, with a total estimated cost of 579 million yuan for 60 sets [18]. - The old batteries will belong to the project owner, and the winning bidder must ensure proper disposal of the old batteries, providing a traceability report [23].

Core Viewpoint - The commercial vehicle industry is rapidly transitioning to new energy, leading to intensified competition where traditional models based solely on price and capacity expansion are no longer sustainable. Companies with core technologies and clear globalization strategies, such as Speed Leopard Technology, are emerging as leaders in this environment [1][2]. Group 1: Company Strategy and Leadership - Speed Leopard Technology is a new energy heavy truck company that relies on fully self-developed technology and is advancing steadily in the domestic market while implementing a unique "dual-track empowerment" globalization strategy [2]. - The appointment of Dr. Wang Xiangyin as co-founder and Chief Marketing Officer is a significant step in enhancing Speed Leopard's global leadership team and market capabilities [3]. - Dr. Wang's extensive experience in building a global marketing network and his technical background are expected to accelerate Speed Leopard's marketing strategy and enhance its ability to adapt to different market demands [5]. Group 2: Market Performance and Product Development - In 2025, Speed Leopard Technology launched the "2025-2030 Dual-Track Empowerment Globalization Strategy Upgrade Plan," positioning itself as an "enabler" in the transition of the commercial vehicle industry towards new energy and intelligence [6]. - The flagship product, the "Speed Leopard Black King Kong" electric tractor, has received positive feedback for its performance, including strong power and low energy consumption, and has successfully entered the European market with significant orders [8][10]. - Speed Leopard's products have passed rigorous testing in Europe, overcoming common challenges faced by Chinese new energy commercial vehicles in foreign markets, with hundreds of orders secured by the end of 2025 [8]. Group 3: Ecosystem and Service Integration - Speed Leopard has established strategic partnerships with European service platforms to ensure comprehensive support for customers, including 24/7 roadside assistance and maintenance services [13]. - The integration of vehicle, ecosystem, and service solutions aims to provide optimal operational outcomes for users, aligning with the company's domestic strategy of a "one-stop customer success system" [13]. Group 4: Future Outlook and Growth Potential - Speed Leopard's unique "dual-track empowerment" strategy has laid a solid foundation for future growth, with plans to enter multiple global markets and deliver tens of thousands of vehicles and technology-enabled products by 2030 [17]. - The year 2026 is defined as a critical year for validating the product-service-financial closed-loop and establishing market share advantages in key regions [16]. - With Dr. Wang's expertise, Speed Leopard aims to strengthen its "product + ecosystem + service" model in Europe and continue building its integrated customer success system [17].

Core Viewpoint - The opening of NING Service's first experience center in the Middle East marks a significant step for CATL in participating in the region's energy transition and supporting the global expansion of China's new energy industry [1][3]. Group 1: Experience Center Overview - The Saudi experience center covers over 7,000 square meters and includes various functional areas such as a display area, diagnostic maintenance area, repair center, training space, and customer lounge [3]. - The center will provide comprehensive lifecycle services including battery diagnostics, maintenance, repair, training, recycling, and logistics for seven product categories, with future capabilities for sodium-ion battery maintenance [3][6]. Group 2: Strategic Importance - The establishment of the experience center aligns with Saudi Arabia's Vision 2030, which aims to reduce oil dependency and promote economic diversification and green low-carbon transformation, targeting 30% vehicle electrification and halving carbon emissions by 2030 [3][4]. - The center addresses local challenges such as high temperatures, dust storms, inadequate local services, technician shortages, and high maintenance costs, thereby facilitating the adoption of electric vehicles in the region [6]. Group 3: Partnerships and Collaborations - NING Service signed an international service agency agreement with local partner F4S, leveraging each other's resources and expertise to operate the Saudi experience center [6]. - F4S has a team of certified engineers capable of providing professional services in Saudi Arabia and surrounding countries, enhancing local operations for NING Service [6]. Group 4: Market Expansion and Future Plans - NING Service has established over 1,200 professional service stations in 75 countries, with 73 spare parts warehouses totaling over 370,000 square meters, servicing over 6 million electric vehicles and certifying over 9,700 after-sales professionals [10]. - The company aims to accelerate global market expansion and promote the development of the global new energy aftermarket, contributing to the global green transition [10].

Core Viewpoint - The article highlights the rapid development and delivery of new energy commercial vehicles in China, focusing on companies like GAC Aion, China National Heavy Duty Truck Group, and BYD, which are making significant strides in hydrogen fuel cell and electric vehicle technologies [1][3][4]. Group 1: GAC Aion's Hydrogen Fuel Cell Vehicles - GAC Aion held a mass delivery ceremony for hydrogen fuel cell vehicles, marking a significant milestone in the commercialization of hydrogen fuel cell technology [1]. - The company is actively implementing national and local strategies for hydrogen energy development, focusing on the research, production, and commercial application of hydrogen fuel cell vehicles [3]. - GAC Aion aims to cover various urban high-frequency application scenarios with a range of hydrogen fuel cell vehicles, contributing to the construction of a green and low-carbon transportation system in the Guangdong-Hong Kong-Macao Greater Bay Area [4]. Group 2: BYD's Electric Commercial Vehicles - BYD showcased its T4 electric truck at an event in Chongqing, emphasizing its adaptability to the complex terrain of the Southwest region, with a peak power of 150 kW and the ability to climb steep gradients [1][6]. - The company introduced flexible rental options for its electric light trucks, making it easier for logistics operators to access their vehicles without high upfront costs [6][7]. - A total of 390 T4 trucks were signed for delivery, indicating a strong market interest and the vehicle's suitability for challenging logistics environments [7]. Group 3: China National Heavy Duty Truck Group's New Energy Mix - China National Heavy Duty Truck Group delivered 30 units of its HOWO TX new energy mixer trucks to a construction materials company in Zhangjiajie, marking a successful entry into the Hunan new energy commercial vehicle market [1][9]. - The HOWO TX trucks are designed to meet the specific requirements of construction material transportation while adhering to environmental standards, featuring zero emissions and low noise [9]. - The vehicles incorporate advanced electric drive technology and intelligent driving assistance systems, enhancing safety and operational efficiency in complex conditions [9].