Core Viewpoint - The article highlights the successful collaboration between China National Heavy Duty Truck Group (CNHTC) and its global supply chain partners, emphasizing the company's strategic goals and achievements in the commercial vehicle industry, particularly in the context of the upcoming "14th Five-Year Plan" period [3][7]. Group 1: Achievements and Performance - In the first eleven months of 2025, Shandong Heavy Industry achieved a revenue of 551.9 billion yuan, a year-on-year increase of 12.3%, with an expected annual revenue exceeding 600 billion yuan [3]. - CNHTC's revenue is projected to surpass 225 billion yuan, reflecting a 17% year-on-year growth, with total vehicle sales expected to exceed 450,000 units, marking a 25% increase [3][4]. - The heavy truck sales volume is anticipated to exceed 300,000 units, making CNHTC the global leader in heavy truck sales for the first time [4]. Group 2: Technological Innovations - CNHTC has made significant advancements in three major technology routes: pure electric, hybrid, and hydrogen fuel cell technologies, with a comprehensive lineup of electric vehicles including tractors, dump trucks, and cargo trucks [6]. - The company has also introduced L2 level intelligent driving assistance features and developed high-level intelligent driving cockpits based on AI models [6]. Group 3: Strategic Goals and Supply Chain Development - For the "14th Five-Year Plan" period, CNHTC aims to achieve a sales target of 800,000 vehicles and revenue exceeding 400 billion yuan by 2030 [7]. - The company has outlined four key growth drivers and four core advocacy points for supply chain development, focusing on deep integration with corporate strategy and collaborative upgrades [7]. Group 4: Future Collaboration and Ecosystem Building - CNHTC emphasizes value co-creation with suppliers, encouraging them to transition from mere parts providers to partners in creating customer value [9]. - The company advocates for an open innovation chain, fostering joint research and development efforts and breaking down technological barriers [9][11]. - A digital transformation of the supply chain is prioritized to enhance efficiency and responsiveness, while maintaining integrity and compliance in operations [11]. Conclusion - The successful hosting of the conference not only summarized CNHTC's achievements in global supply chain collaboration but also outlined a clear path for industrial cooperation during the "14th Five-Year Plan," reinforcing the company's commitment to becoming a world-class commercial vehicle group [11].

Group 1 - The core project is the Saltiting County Green Low-Carbon Bus Update Project, with Sichuan Pintou Automobile Trading Co., Ltd. winning the bid for 23,739,000.00 yuan [1][4] - The project is categorized under materials and equipment, and the bidding method used was open bidding [4] - The project location is in Saltiting County, Sichuan Province, and the construction period is set for 50 calendar days [1][4] Group 2 - The project number is MYGC(2025)0937, and the bid was announced on the National Public Resource Trading Platform [1] - The project involves the procurement and update of new energy pure electric buses [4] - The winning bid price reflects a significant investment in green transportation initiatives in the region [1][4]

近日，比亚迪成功斩获美洲市场巴西圣保罗公共交通运营商194台纯电动大巴订单。这是继 亚太新加坡210台、欧洲比利时268台两项大巴订单后，比亚迪再次获得海外客户高度认 可，为推动全球城市绿色交通低碳转型持续加码。 自2015年进入巴西，比亚迪大巴凭借领先技术与本地化深耕，已累计获得近千台订单，目 前已有超200台运营在巴西多个城市的大街小巷，以16%市占率位列当地电动大巴进口品 牌第一；并凭借其出色的稳定运营、高续航能力和良好适应性，为当地居民带来低碳、绿 色、便捷的公共出行。 这次新订单的获得，不仅体现了比亚迪大巴产品对当地市场需求的精准契合，和客户对技术 实力的再次肯定，也进一步巩固了比亚迪在拉美电动公交市场的引领地位。 巴西总统卢拉与比亚迪董事长兼总裁王传福合影 近年来，巴西多个城市积极推进公交能源转型。巴西总统卢拉曾多次在公开场合强调绿色发 展的重要性，并对比亚迪在新能源领域的创新能力与市场贡献表示高度赞赏。 比亚迪大巴在巴西圣保罗 比亚迪将持续响应巴西的清洁能源战略，以优质产品、高效服务、整体性解决方案，助力其 实现绿色减碳目标，共同推动拉美乃至全球的城市公交电动化进程！ ● 跨越拐点：华为靠什么破 ...

Core Viewpoint - In November 2025, domestic tractor truck sales experienced a significant year-on-year increase of 58%, marking an "8 consecutive months of growth" trend. Cumulative sales for the year surpassed 400,000 units, reflecting a 42% year-on-year growth, with a net increase of over 120,000 units compared to the same period last year [1][4][31]. Sales Performance - In November 2025, actual sales reached 47,000 units, representing a month-on-month growth of 10% and a year-on-year growth of 58%. This growth rate, although lower than the previous month's 80%, still indicates a substantial increase of approximately 17,300 units compared to November 2024 [4][6]. - The tractor truck market accounted for approximately 61.31% of the total heavy truck market sales in November, slightly up from 60.87% in October and significantly higher than the 53.10% share in 2024 [6][17]. Regional Sales Insights - The top provinces for tractor truck sales from January to November 2025 included Shandong, Guangdong, and Hebei, with Shandong and Guangdong each contributing 9.33% of total sales, followed by Hebei at 9.07% [8]. Brand Performance - In November 2025, the leading brands in tractor truck sales were Jiefang with 10,800 units, followed by China National Heavy Duty Truck with 8,762 units. Other notable brands included Foton, Shaanxi Automobile, and Dongfeng, with sales of 5,745, 5,594, and 5,266 units respectively [11][13]. - The top ten companies in the tractor truck market accounted for 95.16% of total sales, with the top five companies alone holding over 75% of the market share [17]. Cumulative Sales and Market Share - From January to November 2025, cumulative sales reached 407,100 units, reflecting a 42% year-on-year increase. The market share of the top ten companies was 96.36%, with Jiefang leading at 23.65% [20][23]. - Notably, companies like XCMG and SANY saw substantial growth rates of 201% and 165% respectively, outperforming the overall market growth [23]. Fuel Type Trends - The market is witnessing a shift in fuel types, with the share of gas-powered trucks declining by over 13 percentage points year-on-year, while pure electric trucks saw a significant increase of 20 percentage points [25][27]. - By November 2025, the share of new energy trucks in the tractor truck market reached 47.26%, indicating a strong upward trend compared to the previous year [27][29]. Conclusion - The tractor truck market has shown robust growth in 2025, with significant contributions from new energy vehicles. The ongoing trends in fuel type preferences and competitive dynamics among leading manufacturers will continue to shape the market landscape [31].

12月20日，潍柴动力股份有限公司发布关于独立非执行董事变更的公告。公告显示，潍柴 动力董事会于近日收到赵福全提交的书面辞职申请，因个人工作安排原因，赵福全申请辞去 公司独立非执行董事、董事会审核委员会和薪酬委员会委员等职务。辞去上述职务后，赵福 全将不再担任公司（含控股子公司）任何职务。 经公司2025年第七次临时董事会会议审议通过，同意增补张伟丽为公司第七届董事会独立 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。因赵福全的原定董事任期至第七届董事会届满之日止，其辞职将导致 公司独立非执行董事人数低于董事会成员总数的三分之一，为确保公司董事会各项工作的正 常开展，根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》和《潍柴动力股份有限公司章程》等相关规定，赵福全先生的 辞职待上述增补新的独立非执行董事程序履行完毕后生效。在此之前，赵福全将继续履行其 独立非执行董事及在董事会专门委员会中的职责。 截至本公告披露日，赵福全未持有公司股份，不存在应当履行而未履行的承诺事项。公司董 事会对赵福全在任职期间为公 ...

近日，电拉拉与北方卫蓝正式签署一项规模达2000套重卡电池包的战略合作协议。双方将 聚焦山西、内蒙古、陕西、宁夏四大核心区域，携手推广与运营"电拉拉"重卡移动换电补 能模式，共同开拓西北市场新篇章，赋能绿色物流转型升级。 双方将充分发挥各自核心优势，实现资源互补与战略协同。电拉拉作为技术创新与解决方案 提供商，将提供成熟的电拉拉品牌移动换电产品、领先的技术体系、智能运营数字平台以及 全方位的服务体系。卫蓝则凭借其在西北四省（区）煤矿重卡运输市场深厚的市场根基、强 大的资源把控力及丰富的场景经验，负责推进该模式在区域内的快速落地与市场渗透。根据 双方规划，首批500台电池包将于2026年第一季度部署落地，第二季度将完成全部1500台 电池包的交付与运营接入。 此次2000台级别的签约，不仅是市场对移动换电模式的高度认 可，更将成为双方构建区域性绿色重卡运力网络的重要基石。 此次合作标志着电拉拉"移动换电"创新模式在能源重镇与物流干线的战略性布局取得实质 性突破。移动换电模式以其灵活、高效、集约的特性，精准契合矿山、港口等场景的短倒运 输及干线需求。该模式不仅有效解决传统充电耗时久、固定站建设成本高、布局不灵活等 ...

Core Viewpoint - The domestic new energy heavy truck market has experienced significant growth, with November 2025 sales reaching 28,000 units, a year-on-year increase of 178%, marking a record high for monthly sales [1][4][30]. Sales Performance - In November 2025, new energy heavy truck sales totaled 28,000 units, a month-on-month increase of 39% and a year-on-year increase of 178% [4][10]. - New energy tractor sales reached 22,200 units in November, with a month-on-month growth of 43% and a year-on-year growth of 194%, indicating a continued upward trend [4][10]. - The penetration rate of new energy tractors in the overall tractor market reached 47.26% in November, up from 36.40% the previous month, representing a significant increase [10][18]. Market Share and Trends - New energy tractors accounted for 79.50% of the new energy heavy truck market in November, an increase from 77.34% the previous month [6][10]. - From January to November 2025, new energy tractors achieved a cumulative sales figure of 141,800 units, reflecting a year-on-year growth of 221% [22][24]. - The top three companies in the new energy tractor market—FAW Jiefang, Xugong, and SANY—each sold over 18,000 units, with market shares of 16.75%, 16.21%, and 13.32%, respectively [26][28]. Competitive Landscape - In November 2025, FAW Jiefang led the monthly sales with 3,987 units, followed by Xugong and SANY with 3,730 and 3,014 units, respectively [20][18]. - A total of 30 companies participated in the new energy tractor market by November 2025, indicating a competitive environment with multiple players [22][30]. Regional Distribution - New energy tractors have been registered in all 31 provincial-level administrative regions in China, with Shanghai, Guangdong, and Shanxi accounting for over 40% of the market share [14][12]. Conclusion - The new energy tractor market has shown robust growth, with average monthly year-on-year growth rates reaching 242% from January to November 2025, indicating a sustained upward trajectory [30].

Core Viewpoint - The article discusses the successful bidding of a project for leasing 89 new energy buses by Chengdu Qingbaijiang Bus Company, highlighting the total bid amounts for different bus sizes and the winning bidder [1][2]. Group 1: Project Details - The project involves leasing 89 new energy buses with various specifications and corresponding bid amounts: - 5.4-meter buses (6 units): bid amount of 5.47812 million yuan [1][2] - 6.9-meter buses (25 units): bid amount of 26.1324 million yuan [1][2] - 8.5-meter buses (8 units): bid amount of 11.2320 million yuan [1][2] - 10.5-meter buses (50 units): bid amount of 76.3233 million yuan [1][2] Group 2: Winning Bidder Information - The winning bidder for the project is Sichuan Chuanmaotong Logistics Co., Ltd. [2] Group 3: Supervision and Contact Information - The project is supervised by the internal supervision department of the bidding unit [3] - Contact details for the bidding agency and the project leader are provided, including phone numbers and email addresses [4][5]

Core Viewpoint - The article highlights the successful integration of SANY Heavy Truck into local sports culture through its sponsorship of the Xiangchao League, showcasing the company's commitment to community engagement and brand development in the sports sector [1][10]. Group 1: Local Engagement - SANY Heavy Truck's sponsorship of the Xiangchao League reflects its deep emotional connection to Hunan, where the company originated, and aims to support local sports development [1][3]. - The Xiangchao League has attracted over 1.16 million spectators and generated over 11.3 billion yuan in cultural and tourism consumption, establishing itself as a significant local cultural platform [3][4]. Group 2: Event Empowerment - SANY Heavy Truck's approach goes beyond traditional sponsorship by deeply integrating its brand into the event experience, enhancing both the event's appeal and the brand's visibility [4][6]. - The presence of SANY's main models at the event not only served as a visual symbol but also created a rich sensory experience for attendees, merging industrial strength with sports excitement [4][6]. Group 3: Shared Values - The core values of sports, such as perseverance and resilience, align closely with SANY Heavy Truck's brand ethos, fostering a strong emotional connection with both consumers and the broader community [7][9]. - By supporting the Xiangchao League, SANY Heavy Truck not only gains commercial exposure but also establishes a deep emotional bond with society, associating its brand with positive attributes like reliability and commitment [9]. Group 4: Conclusion - The collaboration between SANY Heavy Truck and the sports event transcends mere commercial partnership, evolving into a value co-creation process that intertwines industrial branding with sports culture [10].

2025年12月17日，第十四届上海国际客车展（CIBE 2025）在浦东新国际博览中心盛大 开幕。展会首日，一场聚焦于公交行业未来效率变革的新品发布成为全场焦点。东风德纳车 桥有限公司以"睿享公交，共赢未来"为主题，隆重发布了其面向中运量公交市场的战略新 品——EP12Max"能效王"电驱桥。 本次发布会吸引了行业协会与核心运营单位的广泛关注。中国土木工程学会城市公共交通分 会理事长张必伟，与来自上海久事、青岛城运、江西长运、福州公交、浦东公交、济南公 交、哈尔滨交通集团等全国多家大型公交企业的负责人共同莅临现场，与百余位行业代表一 同见证了新标准的诞生。 公交领导参访 展台现场人流如织 聚焦核心场景，定义效能新标杆 "真正的标杆，不仅要突破技术边界，更要让运营者获得实实在在的增益。"发布会现场， 东风德纳电驱桥专家、产品研发中心应用工程室王年主任的开场白，道出了EP12Max的研 发初心。EP12Max旨在精准回应中等城市干线、大城市支线及城乡接驳等多样化中运量公 交场景对效率、可靠性与经济性的复合型需求。"我们期望通过这款产品，与行业伙伴共同 定义中运量公交效能的新标准。 这一标准并非空泛的概念，而是由 ...