Core Viewpoint - The heavy truck market in China has experienced a significant increase in sales, with July showing a year-on-year growth of 42%, marking the fourth consecutive month of growth and indicating a strong market momentum for the second half of the year [1][5][20]. Sales Performance - In July, approximately 83,000 heavy trucks were sold, representing a 15% decrease from June but a 42% increase compared to the same month last year [5][7]. - Cumulatively, from January to July, the heavy truck market recorded sales of about 622,000 units, reflecting an 11% year-on-year growth [7]. Market Drivers - The primary driver for the sales increase is the implementation of environmental policies, particularly the "old truck scrapping and replacement" initiative launched in March, which has stimulated demand for new heavy trucks [8][20]. - The export of heavy trucks also saw a significant increase, with expectations of over 20% year-on-year growth in July [9]. Segment Analysis - The domestic terminal sales of heavy trucks also showed a year-on-year increase of over 20% in July, although the growth rate was lower than in June due to seasonal demand fluctuations [7][14]. - Electric heavy trucks continued to perform well, with July sales exceeding 15,000 units, a year-on-year increase of over 120%, despite a noticeable month-on-month decline [16]. - Diesel heavy trucks are expected to see a year-on-year growth of over 25% in July, although they also experienced a significant month-on-month decline [18]. Future Outlook - The heavy truck market is anticipated to maintain its upward trajectory in the third quarter, with projections indicating a potential year-on-year growth rate of over 50% in September [20].

Core Viewpoint - Dongfeng Liuzhou Automobile Co., Ltd. (referred to as "Dongfeng Liuzhou") has issued a statement regarding unauthorized use and distortion of its truck collision test video by a certain automotive brand, claiming it constitutes serious infringement and misleads the public, damaging the company's brand and commercial reputation [1][2]. Group 1: Infringement Facts - The unauthorized release of a collision video by a certain automotive brand on July 29, 2025, is deemed a serious infringement that misleads the public and violates multiple laws including the Anti-Unfair Competition Law and the Advertising Law [1]. - The testing conditions used by the certain automotive brand differ significantly from real-world scenarios, as they have not disclosed vehicle conditions or testing environments, leading to misleading results that could create safety hazards for consumers [2]. Group 2: Technology of Chenglong Brand - Dongfeng Liuzhou, with a 71-year history, emphasizes user needs and adheres to the principle of "real scene protection" in its Chenglong truck safety system [3]. - The Chenglong truck features an industry-first dragon bone frame cabin and a four-layer energy absorption structure designed to maximize passenger safety by dispersing collision energy [4]. - The truck is equipped with a dual active safety system, including an Automatic Emergency Braking System (AEBS) and a cabin rearward shift technology, effectively reducing accident casualty rates [4]. Group 3: Industry and User Commitment - As a state-owned enterprise, Dongfeng Liuzhou actively supports national calls against unfair competition and aims to foster a fair market environment [6]. - The company advocates for safety as a priority, urging adherence to traffic regulations and regular vehicle maintenance, emphasizing that proactive prevention is more effective than any test [6]. - Dongfeng Liuzhou promotes integrity in competition, encouraging technological innovation and quality improvement to maintain a healthy industry ecosystem [6]. Group 4: Follow-up Accountability - The company is closely monitoring the situation and has established a special team to further investigate the incident, reserving the right to pursue legal action for any damages caused [8].

7月30日，陕汽商用车与玉柴机器沟通会顺利举行。此次会议议程丰富，为双方未来的深度合 作进一步奠定了坚实的基础。 工作组正式成立 共启合作新篇章 会议开始，陕商&玉柴联合工作组启动仪式顺利举行。陕汽商用车与玉柴机器将进一步整合资 源、协同发力，在合作的道路上迈出更加坚实的步伐。 分享重卡销售计划 详解后续工作进展 随后，陕汽商用车就重卡销售计划及后续工作进展与玉柴机器展开沟通。 深度协同强合作 聚力产品拓市场 玉柴机器商用车动力营销总监苏炳桦表示将与陕商深度融合，在市场推广、重点产品等方面加 强合作，协同落地销量目标。 陕汽集团商用车有限公司副总经理郭攀表示后期要提高节气价值营销力度，线上线下同步打造 良好的产品节气口碑。 未来，陕汽商用车将继续秉承"为用户造好车，为客户创财富"这一理念，协同玉柴机器共同打 造出更符合行业、市场的新产品！ Q 第一商用车网 中国汽车工业协会 厨发 前7月商用车销234万+ 44% 中汽协如何看 待以旧换新政策影响? | 头条 e → 十日 十三 六 六 十 中 十 十 十 十 十 十 十 十 十 十 十 1 1 十十十六十一 详解产品性能优势 共探未来产品规划 玉柴机器也详细 ...

7月31日，上海奉贤区7米级高一级纯电动城市客车采购项目（二次）采购公告发布。由于第 一次招标，投标供应商不足三家，招标失败，现发起第二次采购公告。该项目预算金额2223 万元，采购需求为19辆7米级高一级纯电动客车采购及19套电池购置及服务包（含维护、检 测、监控）8年。将会花落谁家呢？ ● 别人降价我涨价！解放董事长李胜：我们只卷价值，不卷价格 | 头条 ● 非营运中重卡纳入淘汰补贴！8月起又一批行业新规将实施 ● 5亿元大项目来了！这一地计划更新460辆纯电动公交车 ● 印度塔塔汽车38亿欧收购依维柯！组建年销54万辆商用车巨头 | 头条 ● 78辆新能源公交车招标结果揭晓 谁中标？ 皮卡空间站公众号 长按识别 今日头条号 长按识别 = the prog 百家号 长按识别 微信视频号 长按识别 ...

Core Viewpoint - The company has achieved significant progress in the first half of 2025, focusing on market expansion, new product development, and cost control, leading to a dual improvement in quality and efficiency [2][4]. Group 1: Operational Highlights - Market sales have shown a solid performance with domestic sales maintaining a market share of 96.2% and a year-on-year growth of 8.5%, while external sales outperformed the industry by 17.3 percentage points [4]. - Emerging businesses have accelerated growth, with a remarkable year-on-year increase of 69.4%, indicating ongoing potential in new sectors [5]. - Core business segments have seen strong performance, with sales to nine major external truck bridge customers growing by 24.3%, and the bus bridge sector continuing to lead the market with a 1 percentage point increase in market share [6]. Group 2: Management and Efficiency - The establishment of a product line office has improved management efficiency through a vertical integration mechanism across four product lines, focusing on key challenges and implementing precise strategies [8]. - A new project acceleration mechanism has been introduced, resulting in over 20 new product projects initiated in the first half of the year, achieving a completion rate of 97.14% [9]. Group 3: Cost and Quality Management - Quality control measures have shown effectiveness, with a 12% year-on-year decrease in 0 km PPM and a 29% reduction in 3MIS, alongside focused efforts on quality improvement [12]. - Cost management strategies have been implemented to lower the break-even point and reduce fixed costs, leading to a significant decrease in operational costs [12]. Group 4: Strategic Goals for the Second Half - The company aims to ensure total profit targets are met while effectively controlling financial scales [16]. - The implementation path includes precise demand definition, sales scale expansion, and enhancement of core competitiveness through innovation [17]. - The company plans to focus on electric drive bridges and new business opportunities, ensuring high-quality project launches and meeting key customer demands [18][21]. Group 5: Market Defense and Growth Strategies - The company intends to deepen domestic terminal services to maintain the leading market share in the bus sector and enhance cooperation with OEMs to overcome market challenges [19]. - Strategies to boost sales of electric drive bridges include leveraging the T1 project to improve product competitiveness and expanding the customer base [20][21]. - Emphasis on lean management will focus on cost reduction and efficiency improvements across various operational segments [22]. Group 6: Quality Assurance - The company is committed to enhancing quality management by controlling technical reviews and ensuring stringent quality checks for new products [23].

National Policies - A series of new regulations for the commercial vehicle industry, including the "Heavy Commercial Vehicle Fuel Consumption Limit," will be implemented starting in the second half of 2025, with various local initiatives to promote the scrapping and updating of old operating trucks [1] - The Ministry of Transport has initiated measures to protect the legal rights of 38 million truck drivers, including a dedicated complaint handling channel and guidelines to address common issues such as delayed payments and regulatory enforcement [2][4] Vehicle Transport Regulations - A joint action plan by the Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology will commence from July 2025 to regulate vehicle transport operations and maintain order in the logistics market [5] - The plan includes strict checks on the dimensions of newly added transport vehicles and prohibits the use of temporary license plates for transporting passenger vehicles [5] Driver Support Initiatives - Four departments have issued a notice to enhance support for truck drivers who suffer accidents during transport, including mutual insurance programs and various welfare services [7] - Local unions and transport departments will provide regular support services such as health check-ups and legal assistance to truck drivers [7] Charging Infrastructure Development - A notification from multiple government departments aims to promote the construction of high-power charging facilities for buses, logistics, and heavy-duty trucks, targeting over 100,000 charging stations by the end of 2027 [10] Rural Road Regulations - The "Rural Road Regulations" will take effect on September 15, 2025, focusing on curbing illegal over-limit transport on rural roads and enhancing infrastructure for rural logistics [13] New Standards Implementation - New national standards for road safety and hazardous materials transport will be implemented in October 2025, aimed at improving safety protocols [15] Local Initiatives - Hainan has launched a dedicated service for new energy trucks at the Xiuying Port, ensuring efficient cross-sea transport [20] - Guangdong plans to provide subsidies of up to 95,000 yuan per vehicle for the scrapping and updating of old non-operating heavy-duty trucks [21][23] - Ningxia has introduced a subsidy policy for the scrapping and updating of old non-operating heavy-duty trucks, effective from July 29, 2025 [28][29] Traffic Management - Tianjin has announced temporary restrictions on large trucks in certain areas due to construction, effective from August 1 to November 15, 2025 [30]

Core Viewpoint - The article highlights the significant investment and development of electric bus infrastructure in Fushun City, Liaoning Province, aiming to enhance public transportation through the introduction of electric buses and charging facilities. Group 1: Investment and Infrastructure Development - Fushun City plans to invest a total of 5.08 billion yuan in the construction of electric bus infrastructure, including the purchase of 460 electric buses and the installation of 460 charging guns at 8 bus stations by 2025 [1]. - The project is divided into two phases, with the first phase involving an investment of 3.29 billion yuan to update 300 electric buses and install 310 charging guns at 6 bus stations [7]. - The second phase will invest 1.79 billion yuan to update 160 electric buses and install 150 charging guns at key locations, including the Fushun High-speed Railway Station [9]. Group 2: Current Progress and Future Plans - As of July 1, the first batch of 100 new electric buses and two charging stations have begun trial operations, with an additional 200 buses and 4 charging stations expected to enter trial operations by late July [7]. - The project aims to cover 38 bus routes in the first phase and 30 routes in the second phase, enhancing the overall public transport network in Fushun City [9]. - The installation of charging facilities at the Ta Wan bus parking lot is currently underway, with 45 charging stations and 90 charging guns already installed [4].

Core Viewpoint - The article emphasizes that FAW Jiefang is navigating a competitive commercial vehicle market by focusing on quality over price, successfully transitioning to new energy vehicles, and expanding its international presence [2][6][12]. Group 1: Market Position and Performance - Since 2025, the commercial vehicle industry in China has faced intensified competition and accelerated new energy transitions. FAW Jiefang has achieved impressive results, holding the top market share in various segments including heavy trucks and new energy vehicles [6][14]. - FAW Jiefang's brand value is reported at 145.03 billion yuan, maintaining its position as the leading brand in the commercial vehicle sector for 14 consecutive years [6]. Group 2: Quality Focus - FAW Jiefang's chairman, Li Sheng, highlighted the company's commitment to quality, stating that quality is prioritized over sales volume. The term "quality" was mentioned over 80 times during the media exchange, indicating its significance to the company [8][9]. - The company is currently undergoing a three-year quality improvement initiative, which has already resulted in a 30% reduction in vehicle compensation frequency and a 26.6% decrease in after-sales fault rates [9]. Group 3: Pricing Strategy - FAW Jiefang has adopted a strategy of not participating in price wars, even increasing prices for all models in the first quarter of the year. This approach, while potentially leading to a slight decline in market share, is viewed as a long-term benefit [12][9]. - The company believes that maintaining high quality justifies its pricing strategy, as customers continue to value the brand's reputation for quality [12]. Group 4: New Energy Transition - FAW Jiefang has successfully transitioned to new energy vehicles, with significant growth in market share for new energy heavy trucks and traction vehicles, increasing by 7.67 and 7.89 percentage points respectively [14][16]. - The company has developed a comprehensive strategy for new energy, focusing on product, capacity, and model layouts, and has established partnerships with major players in the energy sector [19][17]. Group 5: International Expansion - FAW Jiefang plans to invest 498 million yuan to establish eight wholly-owned subsidiaries in countries such as Uzbekistan, Indonesia, and Mexico, as part of its "SPRINT 2030" international strategy [20][21]. - Despite a decline in commercial vehicle exports due to the Russian market, FAW Jiefang reported a 60% growth in other overseas markets, indicating strong performance and a positive outlook for future international sales [23][24].

Core Viewpoint - The public transportation group of Zhanjiang City has announced the candidates for the procurement of 78 pure electric city buses for 2025, with a total budget of 61.54 million yuan [1][2]. Summary by Sections Procurement Details - The project is divided into four segments: 38 buses for segment 1, 20 for segment 2, 10 for segment 3, and 10 for segment 4 [1]. - The total budget for the procurement is 61.54 million yuan [1]. Bid Results - **Segment 1 (Buses under 6 meters)**: - First candidate: Zhongxing Smart Automobile Co., Ltd. with a bid of 23.75 million yuan [1][4]. - **Segment 2 (8.5-meter buses)**: - First candidate: Beiqi Foton Motor Co., Ltd. with a bid of 17.3 million yuan [1][3]. - **Segment 3 (Buses under 9 meters)**: - First candidate: Beiqi Foton Motor Co., Ltd. with a bid of 9.08 million yuan [1][5]. - **Segment 4 (48-seat buses)**: - First candidate: Zhongxing Smart Automobile Co., Ltd. with a bid of 10.95 million yuan [1][5]. Candidate Rankings - **Segment 1**: - First: Beiqi Foton Motor Co., Ltd. (Bid: 17.3 million yuan, Score: 93.00) - Second: Zhongxing Smart Automobile Co., Ltd. (Bid: 17.38 million yuan, Score: 92.99) - Third: Anhui Ankai Automobile Co., Ltd. (Bid: 17.36 million yuan, Score: 82.00) [3]. - **Segment 2**: - First: Zhongxing Smart Automobile Co., Ltd. (Bid: 23.9 million yuan, Score: 95.00) - Second: Beiqi Foton Motor Co., Ltd. (Bid: 23.75 million yuan, Score: 84.97) - Third: Qiji Automobile Technology (Guangzhou) Co., Ltd. (Bid: 23.93 million yuan, Score: 60.38) [4]. - **Segment 3**: - First: Beiqi Foton Motor Co., Ltd. (Bid: 9.08 million yuan, Score: 95.00) - Second: Zhongxing Smart Automobile Co., Ltd. (Bid: 9.19 million yuan, Score: 92.97) - Third: Yutong Bus Co., Ltd. (Bid: 9.19 million yuan, Score: 80.97) [5]. - **Segment 4**: - First: Zhongxing Smart Automobile Co., Ltd. (Bid: 10.95 million yuan, Score: 96.00) - Second: Beiqi Foton Motor Co., Ltd. (Bid: 10.99 million yuan, Score: 90.98) - Third: Qiji Automobile Technology (Guangzhou) Co., Ltd. (Bid: 10.99 million yuan, Score: 62.19) [5].

塔塔汽车与依维柯7月30日宣布达成协议组建商用车集团，年销量将超约54万辆。塔塔汽车的收购要 约对依维柯的总对价约为38亿欧元，不包括后者国防业务及其剥离产生的净收益。 这笔交易预计将于2026年上半年完成。依维柯国防业务的出售预计将于明年一季度完成，最 终完成日期不晚于2026年3月31日。 ● 比亚迪Q3趟出致富路，首批交付一个月后，老板说还要买更多 | 头条 ● 宇通客车海外市场再爆超级大单！ ● 中国重汽（000951）高层发生多项人事变动！| 头条 ● 总金额近3亿！533辆公交车招标大单被TA全部拿下 ● 福康F系列第三代新品问世，奥铃轻卡如何继续书写高效运输传奇？| 头条 -商用车网传播矩阵邀您 扫码关注 第一 卡车空间站公众号 长按识别 皮卡空间站公众号 长按识别 今日头条号 长按识别 长按识别 百家号 长按识别 微信视频号 ...