Core Viewpoint - The heavy truck market in China experienced significant growth in sales during September and October 2025, with a year-on-year increase of 83% and 60% respectively, indicating a strong performance in the "Golden September and Silver October" peak season [1][21]. Sales Performance - In October 2025, the heavy truck market sold a total of 106,200 units, reflecting a month-on-month increase of 1% and a year-on-year increase of 60% [3]. - The tractor truck segment achieved sales of 58,600 units in October, with a month-on-month growth of 4% and a year-on-year growth of 83%, marking six consecutive months of year-on-year growth [3][10]. - The sales volume of 58,600 units in October 2025 is the highest in the past five years, surpassing the previous year's figure by 26,600 units [4]. Cumulative Sales - From January to October 2025, the cumulative sales of the tractor truck market reached 478,400 units, representing a 21% increase compared to the same period last year [5][15]. - The cumulative sales growth rate expanded by 5 percentage points compared to the previous month [15]. Market Share and Rankings - In October 2025, the top ten companies in the tractor truck market accounted for 97.92% of the total sales, with the top five companies holding nearly 90% of the market share [13]. - The leading companies in October included FAW Jiefang and China National Heavy Duty Truck Group, both selling 14,646 units, with Jiefang narrowly winning the monthly sales crown [7][10]. - The market share of the top two companies, Jiefang and Heavy Truck, exceeded 20%, with shares of 24.98% and 24.97% respectively [13][19]. Year-on-Year Growth - All top ten companies in the tractor truck market experienced year-on-year growth in October, with notable increases from China National Heavy Duty Truck, Foton, Dongfeng, and Xugong, achieving growth rates of 113%, 137%, 153%, and 138% respectively [10][21]. - The overall market dynamics indicate a competitive landscape, with some companies like Shandong Leichi making significant gains, while others have seen declines in their rankings [21]. Conclusion - The heavy truck market's performance in October 2025, with a 60% year-on-year growth, and the tractor truck segment's 83% growth, highlights a robust demand in the industry [21]. - As the year approaches its end, the remaining months will be critical for companies to solidify their positions in the market [21].

Core Viewpoint - The current market for new energy light trucks is competitive but lacks products that effectively address user pain points and enhance operational efficiency. The launch of the Kunpeng ET9 by JAC and CATL is expected to redefine the market standards for new energy urban distribution light trucks, offering innovative technologies and user experiences that can significantly improve user benefits [1][20]. Group 1: Innovative Technologies - The Kunpeng ET9 features five industry-first technologies: a dedicated electric light truck architecture, a wedge-shaped body design, a "clean version" battery, a liquid-cooled flat wire high-efficiency motor, and a highly integrated seven-in-one SIC power domain controller. These innovations enhance energy efficiency, resulting in over 100 kilometers of increased range and a reduction in energy consumption by over 30% [5][12]. - The wedge-shaped design reduces the vehicle's drag coefficient to 0.33Cd, improving range by 15%, while the seven-in-one controller achieves peak efficiency greater than 99.5%, further enhancing range [10][12]. - The Kunpeng ET9's flat wire oil-cooled motor delivers a peak power of 180 kW and a maximum torque of 400 Nm, with a 50% improvement in cooling efficiency and a 3.5% increase in transmission efficiency [12][14]. Group 2: User Value and Experience - The Kunpeng ET9 aims to maximize user benefits through six key value experiences: saving time, money, effort, enhancing safety, comfort, and convenience. It can save users one hour of daily operation and over 13,000 yuan in annual electricity costs, supported by an eight-year or 600,000-kilometer warranty on the battery and intelligent remote services [7][8]. - The vehicle's design allows for quick charging, with a 20%-80% state of charge achieved in just 18 minutes, making it comparable to traditional refueling times [12][14]. Group 3: Market Adaptability and Solutions - The Kunpeng ET9 is designed to adapt to various operational scenarios, moving beyond a generic model to a solution that meets diverse user needs, such as cold chain logistics and high-efficiency delivery [15][19]. - It includes customizable features for different scenarios, such as dual compressor mounts for cold chain users and enhanced torque and chassis tuning for complex road conditions [17][19]. - The vehicle's development is informed by insights from JAC's extensive user base and operational data, ensuring that it meets the specific demands of various transport scenarios [14][20].

Core Viewpoint - The commercial vehicle market in China has shown a fluctuating trend in 2025, with a notable increase in sales during the latter part of the year, achieving a cumulative sales volume of over 3 million units by September, reflecting a net increase of over 220,000 units compared to the previous year [1]. Sales Performance - In October 2025, the commercial vehicle market sold 360,700 units, representing a month-on-month decrease of 2% but a year-on-year increase of 21%. The growth rate compared to the previous month narrowed by 9 percentage points [4][5]. - The cumulative sales from January to October 2025 reached 3,478,700 units, marking a year-on-year growth of 9%, with an increase of nearly 290,000 units compared to the same period last year [9][17]. Market Share and Rankings - In October 2025, the top ten companies in the commercial vehicle market accounted for a combined market share of 76.19%, with the top five companies exceeding 50% [15]. - Foton led the sales with 56,100 units, followed by China National Heavy Duty Truck with 38,500 units, and Changan with 33,300 units [11][13]. Competitive Landscape - The competitive landscape remains intense, with small differences in market share among neighboring companies. For instance, the market share difference between Jianghuai and Jiangling was only 0.06% [25]. - The rankings of the top ten companies remained stable, with Jianghuai moving up three positions to seventh place [16]. Cumulative Sales by Company - Foton's cumulative sales exceeded 500,000 units, reaching 530,800 units, while China National Heavy Duty Truck, Dongfeng, and Changan all surpassed 300,000 units [19][23]. - The growth rates of major companies varied, with China National Heavy Duty Truck, Shaanxi Automobile, and SAIC Maxus showing significant increases of 25%, 20%, and 28% respectively [19].

FF F R S 26 11月13日，江油公交基础设施更新改造项目新能源长续航公交车中标结果公告发布。公告显示，中标单位为中国重汽集团绵阳专用汽车 有限公司，中标价格为4190万元。 中标结果公告 项目编号: MYGC(2025)0867 项目名称:江油公交基础设施更新改造项目 招标人:江油鸿飞投资(集团)有限公司 项目地点:江油市城区 | 标段(包)编号 | 标段(包)名称 | 中标单位 | 项目经理 | 中标价格 | 工期(日历天) | | --- | --- | --- | --- | --- | --- | | MYGC(2025)0867-001 | 江油公交基础设施更新改 造项目新能源长续航公交 | 中国重汽集团绵阳专用汽 | 杨月霞 | 4190000 | 40 | | | | 车有限公司 | | 0.00元 | | | | 4 | | | | | 公告开始时间:2025年11月13日 公告结束时间:2025年11月17日 发布媒体:《全国公共资源交易平台(四川省)》和全国公共资源交易平台（四川省·绵阳市）》 其他说明: I 票截止到11月17日 14:00 扫码参与投票 扫码加入行业交流群 项 ...

欧曼银河5M纯电重卡 精准匹配山东全域运输需求 当下，商用车新能源化进入全场景渗透的新阶段，行业急需具备技术积淀的企业引领突破，这也与物流高质量发展的绿色需求高度契 合。依托福田汽车20余年商用车技术积淀，欧曼在新能源重卡赛道持续发力，上半年销量同比激增超300%，而在10月份更是同比大涨 366%，成为推动行业转型的"增长引擎"，而山东作为华东物流枢纽核心，更是欧曼深耕区域市场的关键阵地。 2025年11月12日，以"银河新程 绿动齐鲁"为主题的欧曼银河百城千店山东区域新能源纯电牵引车上市发布会在青岛举行。活动现场， 凭借"精准适配场景、全周期运营成本低、全维度安全有保障"核心优势，欧曼银河5M纯电牵引车，一举收获208台签约订单，并顺利完 成首批交付。这不仅是欧曼深耕山东物流市场、聚焦区域场景创新的重要举措，更展现出欧曼以优质产品赋能华东物流低碳转型、助力 区域经济高质量发展的坚定立场。 尤其是青岛，坐拥"连接日韩、辐射内陆、贯通京津冀与长三角"的独特区位优势——港口物流繁忙、鲁西煤炭资源富集、胶东砂石需求 旺盛，煤炭、砂石等大宗运输场景高度集中。而山东卡友，正被两类车辆的痛点困扰：传统燃油重卡油费居高不 ...

Core Viewpoint - The 2025 China Commercial Vehicle New Ecology Forum emphasizes the transformation and opportunities within the commercial vehicle industry, focusing on electrification and intelligence as key trends for future development [2][3][6]. Group 1: Forum Overview - The forum, themed "Intelligent Chain Globalization and Win-Win Cooperation," was held in Wuhan and aimed to discuss cutting-edge trends and strategies for the commercial vehicle industry [3]. - The event was hosted by the China Council for the Promotion of International Trade Automotive Industry Branch and featured leaders from government, industry experts, and automotive manufacturers [2]. Group 2: Industry Challenges and Opportunities - Industry leaders highlighted the core challenges facing the commercial vehicle market, including external uncertainties, intense competition, and the difficulties of scaling up while maintaining profitability and R&D investment [9]. - The future of the commercial vehicle industry is expected to see accelerated electric transformation, faster intelligent applications, sustained high overseas demand, and a pressing need for ecosystem construction [10]. Group 3: Globalization Strategies - Strategies for entering the European market were discussed, including transitioning from product trade to ecosystem development, focusing on electrification and intelligence, and shifting from price competition to value competition [15]. - Emphasis was placed on the importance of building compliance systems for overseas operations and understanding local market needs to enhance adaptability and survival [24]. Group 4: New Energy Commercial Vehicles - The new energy heavy truck sector is entering a period of explosive growth, driven by technological upgrades and favorable policies, although challenges such as refueling and safety remain [27]. - The market for new energy commercial vehicles is projected to see a 17% increase in sales from January to September, with an expected penetration rate of 50% by 2030 [31]. Group 5: Logistics and Efficiency - Discussions on logistics highlighted the need for commercial vehicle companies to improve overall efficiency to escape price wars, focusing on maximizing product value and enhancing operational efficiency [37]. - The importance of service efficiency in reducing costs and improving overall logistics performance was emphasized, suggesting a collaborative approach among manufacturers and service providers [37]. Group 6: Intelligent Transformation - The potential of autonomous driving technology in logistics was explored, with a focus on its ability to reduce costs and improve efficiency [39]. - The need for a comprehensive understanding of the user lifecycle and the importance of cloud-based maintenance solutions were highlighted as critical factors for success in the commercial vehicle sector [39].

2025年11月11日开幕的第13届中国道路运输行业供需展示洽谈会（中国道路运输协会年 会）上，东风德纳车桥有限公司隆重举行了以"轻芯启航，效赢未来"为主题的新品发布 会。业界期待已久的"全能王"EP9D电驱桥正式揭幕，这款产品以其突破性的模块化设计， 旨在通吃高效运输、自卸、专用车等多重场景，为商用车新能源化提供了更高效、更灵活 的"全能"解决方案。 据东风德纳车桥商品线办公室主任王年介绍，"EP9D的核心是'模块化'——通过一套基础架 构，即可完美覆盖干线运输、自卸、专用三大主力场景，实现了'一台顶多台'的革命性突 破。"他进一步指出，相比传统电驱桥，EP9D在重量上减轻了15%，综合效率提升8%， 这些显著优势将直接为用户带来更低的运营成本和更高的效益，是"一款真正面向全场景、 定义高效新标准的划时代产品"。 同期，东风德纳车桥亦展示了多款业界明星商品，覆盖从"最后一公里"配送到高端客运的 多元需求，专为城市配送打造的EP6同轴集成电驱桥，以"顺心最后一公里"为亮点；树立 全场景高效标杆的EP9平行轴电驱桥；助力无障碍出行的D276D低地板桥；以及为高端客 车提供舒享宽适新体验的EP17CS分布式独悬电 ...

Core Viewpoint - The 2025 International Internal Combustion Engine and Power Equipment Expo showcased innovations in the internal combustion engine and power systems, focusing on low-carbon, electrification, and intelligent directions, highlighting the diverse and integrated innovation landscape of the power industry [1]. Group 1: Weichai Power - Weichai exhibited 9 engine models, including the WP16NG-4.0 gas engine, which boasts a displacement of 15.7 liters, rated power of 750 horsepower, and peak torque of 3400 Nm [3][5]. - The WP16NG-4.0 gas engine features a 6% reduction in fuel consumption compared to diesel vehicles, potentially saving customers 150,000 yuan annually [5]. - The WP2H lightweight diesel engine, designed for light commercial vehicles, has a displacement of 1.994 liters, maximum power of 190 horsepower, and maximum torque of 420 Nm, offering excellent fuel efficiency [7]. Group 2: Jiefang Power - Jiefang Power showcased 7 products, including the CA4DT2-E68 series diesel engine and CA6SM6-E6N series natural gas engine, emphasizing a strong lineup in both diesel and natural gas categories [9][11]. - The CA6SM6 natural gas engine delivers a maximum power of 506 horsepower and a maximum torque of 2400 Nm, featuring a B10 lifespan of 1.5 million kilometers [11]. - The CA4DT2 diesel engine, with a displacement of 2.44 liters, offers high power and reliability, meeting blue card light truck specifications with a maximum power of 180 horsepower and torque of 500 Nm [13]. Group 3: Yuchai Machinery - Yuchai presented 8 key products, including the YCK05H hydrogen fuel engine and YCK16 diesel engine, showcasing a diverse technological approach [14][15]. - The YCK05H hydrogen fuel engine addresses industry challenges such as backfire and knocking, achieving zero carbon emissions while reducing manufacturing costs by 70% and operating costs by 50% [17]. - The YCK16 diesel engine, designed for mining applications, outputs a maximum of 775 horsepower and 3200 Nm of torque, suitable for heavy-duty machinery [19]. Group 4: QuanChai Power - QuanChai Power exhibited the most products at the expo, showcasing 11 complete machines and several components, including the Q25A engine with a power range of 110-116 kW and a maximum torque of 450 Nm [21][23]. - The F28T gas engine, primarily used in 4.5-ton light trucks, features a torque range of 230-450 Nm, highlighting its versatility in the market [25]. Group 5: Yunnei Power - Yunnei Power displayed 5 products, including the D25-180 diesel engine, which has a rated power of 132 kW and a maximum torque of 500 Nm, outperforming competitors in fuel efficiency [27][29]. - The G20TNFR gas range extender offers a maximum output of 140 horsepower and a torque of 350 Nm, integrating innovative technologies to enhance performance [31]. Group 6: Other Companies - Other participating internal combustion engine manufacturers showcased their recent developments in engines and components, indicating a comprehensive enhancement in product offerings for the commercial vehicle market [40].

Core Viewpoint - The GAC Lingcheng T9 electric heavy truck has officially started pre-sales, priced at 459,900 yuan, aiming to redefine value standards in the logistics industry with its long range, high safety, and excellent performance [1][12]. Group 1: Product Features - The GAC Lingcheng T9 features a "diamond-cut" design that enhances aerodynamics while showcasing a robust appearance [6]. - The truck's weight is optimized to 8.9 tons for the 400 kWh version, allowing for an additional 1 ton of cargo per trip, potentially increasing annual revenue by over 30,000 yuan for users [8]. - The vehicle is equipped with a self-developed "three-electric" system that significantly reduces energy consumption, achieving a low energy consumption rate of 1.1 kWh/km [8]. Group 2: Interior and Usability - The interior design includes a low ground clearance of 1.39 meters and a three-step design for easier access, along with a 14.6-inch touchscreen that supports smart connectivity [10]. Group 3: Pre-sale Policy - The pre-sale policy offers a "1,000 yuan deposit to offset 3,000 yuan" promotion, effectively lowering the purchase price to 439,900 yuan during the pre-sale period from November 6 to November 20 [12]. - This promotional strategy aims to reduce early decision costs for users and incentivize them to secure ownership of the flagship model [12]. Group 4: Market Impact - The launch of the GAC Lingcheng T9 represents a significant transformation in the logistics industry, providing a commercially viable solution for the increasing demands for environmental sustainability and rising operational costs [12].

Core Viewpoint - The collaboration between China National Heavy Duty Truck Group (CNHTC) and Xinda Group marks a significant step towards green and low-carbon development in the steel transportation sector in Tangshan, with the delivery of 80 units of HOWO new energy dump trucks [1][10][19]. Group 1: Product Features - The HOWO new energy dump trucks are designed to meet the "heavy load, high efficiency, and reliability" requirements of engineering transportation, showcasing breakthroughs in power, load capacity, and energy efficiency [4]. - Equipped with a high-power motor and a 600V architecture platform, the trucks can handle complex working conditions in Tangshan, reducing charging time by 15 minutes compared to industry standards, thus alleviating range anxiety for operators [6]. - The trucks feature a reinforced axle, multi-layer thickened frame, and multi-leaf spring suspension system, enhancing their load-bearing capacity and making them suitable for various transportation scenarios, including mineral resources and construction waste [7]. - The energy recovery system boasts a 94.51% efficiency rate, with overall energy consumption as low as 1.21 kWh/km. This translates to annual savings of over 200,000 yuan compared to traditional fuel vehicles, amounting to 1.34 million yuan over a six-year lifecycle, alongside tax exemptions and no urea consumption [8]. Group 2: Strategic Collaboration - The partnership represents a "synchronous resonance" in the new energy heavy truck sector, aiming to create a green upgrade blueprint for Tangshan's logistics industry, injecting green momentum into regional high-quality development [10][13]. - The strategic signing ceremony symbolizes the beginning of a fruitful collaboration, marking a key step towards the large-scale application of new energy transportation vehicles in Tangshan's steel industry [13]. - The successful delivery of the trucks is seen as a new starting point for win-win cooperation between CNHTC and Xinda Group, as well as a significant milestone in the industrialization and scaling of new energy transportation equipment in Tangshan [19]. Group 3: Future Outlook - CNHTC plans to continue focusing on customer needs and collaborate with partners like Xinda Group to further contribute to the sustainable development of the logistics industry in the green commercial vehicle sector [21].