Core Viewpoint - The heavy truck market in China experienced significant growth in October 2025, driven by the "old-for-new" policy, with sales reaching approximately 95,000 units, a year-on-year increase of 43% [1][3]. Group 1: Market Performance - In October 2025, the total sales of heavy trucks in China were about 95,000 units, reflecting a month-on-month decrease of approximately 10% but a year-on-year increase of about 43% [3]. - The heavy truck market has seen seven consecutive months of growth, with an average year-on-year growth rate of 39% over the last seven months [3]. - Cumulatively, from January to October 2025, the heavy truck market reached 918,000 units sold, representing a year-on-year growth of about 22% [3]. Group 2: Segment Performance - In October, terminal sales of heavy trucks (based on compulsory insurance) grew at a rate of approximately 61% year-on-year, despite a month-on-month decline of nearly 14% due to the National Day holiday [5]. - New energy heavy trucks saw a significant increase, with terminal sales expected to reach around 20,000 units in October, a year-on-year growth of over 140% [7]. - The penetration rate of new energy heavy trucks approached 28% in October, indicating strong market demand [7]. Group 3: Company Performance - China National Heavy Duty Truck Group (CNHTC) sold approximately 25,000 heavy trucks in October, achieving a year-on-year increase of about 51% and maintaining its position as the industry leader [11]. - FAW Jiefang sold nearly 21,000 heavy trucks in October, with a year-on-year growth of about 36%, securing the second position in the market [11]. - Dongfeng Motor Corporation reported a year-on-year increase of approximately 60% in heavy truck sales, with nearly 14,000 units sold in October [13]. - Beiqi Foton experienced the highest growth rate among major companies, with a year-on-year increase of about 147% in October sales [15]. Group 4: Future Outlook - The heavy truck market's performance in November is expected to remain strong, supported by the "old-for-new" policy and the release of the last batch of fiscal subsidy funds [21]. - However, some regions have paused local subsidies due to fiscal constraints, which may impact future sales [21].

发动机，被誉为汽车的"心脏"，其性能表现不仅直接决定一款车的动力输出与场景适应 性，更是一家车企核心技术实力的集中体现。纵观全球汽车产业发展史，因一款卓越动力总 成而成就的爆款车型，甚至改写品牌命运的案例屡见不鲜。正因如此，当前不久工信部第 400批新车公示发布后，江铃大道皮卡申报搭载全新高性能版蓝焰动力柴油发动机的消息一 经披露，便迅速引发行业与用户的广泛关注。 这款代号为"NB25B6L"的发动机究竟有何过人之处？又将为江铃大道皮卡带来怎样的性能 提升？请看第一商用车网的分析报道。 从PUMA到蓝焰动力 江铃技术的全面升级 蓝焰动力，并非凭空出世。作为江铃汽车基于福特Puma等成熟柴油发动机技术平台，融合 自主研发成果打造的全新柴油动力品牌，其自诞生之初，便承载者江铃在柴油机领域技术突 围的雄心。 此外，随着搭载该款动力总成产品在市场上赢得越来越多的认可，其出色的性能与可靠性也 已广为人知，并接连获得了包括"超强2.5L柴油发动机""高原动力之星"等一系列行业权威 奖项，在用户端建立起"高扭矩、低油耗、耐造皮实"的市场口碑。更重要的是，蓝焰动力 并非单一产品，在江铃的前瞻性布局以及市场推动下，已经衍生出覆 ...

近日，玉柴斩获吉利远程2500台纯电轻卡驱动电机配套大单，标志着玉柴在新能源电机领 域实现重大突破，为国内物流电动化转型注入核心动能。 玉柴纯电轻卡驱动电机以"高效可靠"为核心竞争力，具备高效能动力系统，采用永磁同步 技术，最高效率达97%，能够显著提升续航里程，适配城市物流多频次、中短途运输场 景，助力用户降低全周期运营成本。 玉柴纯电轻卡驱动电机可在-40℃至85℃极端环境下稳定运行，并通过IP68防护认证，能 够轻松应对粉尘、涉水等复杂工况，保障车辆出勤率，具有极高的环境适应性。同时，其重 量较同级别产品降低15%，使得电机功率密度达到行业领先水准，为轻卡载货空间优化提 供技术支撑，契合物流用户"多拉快跑"的核心诉求。 作为新能源商用车领域的领军者，吉利远程实现了轻卡产品全矩阵覆盖。旗下跨越物流系列 轻卡覆盖4.5吨至18吨载重范围，续航里程突破300公里，全面适配快递、冷链、城市配送 等多种运营场景。吉利远程和玉柴将以此次配套合作为契机，通过技术协同加速产业升级， 推动国产电驱动系统向高可靠性、高经济性方向迭代。 ● 江淮汽车发生多项重要人事变动！| 头条 ● 10月新能源重卡大涨153%！徐工超31 ...

11月3日，东部公交2025年339台营运车辆融资租赁采购项目发布。为解决339台新车购 置资金27009.472万元，东部公交拟向融资租赁公司采购该批车辆的融资服务，服务期与 车辆使用年限匹配，融资期限8年。该项目采购控制价为3113.9418万元。 东部公交2025年339台营运车辆融资租赁采购项目 | 项目信息 | | | | --- | --- | --- | | 项目名称 | 东部公交2025年339台营运车辆融 项目编号 | YG25QX0014323 | | | 资租赁采购项目 | | | 项目地址 | 东省深圳市龙岗区龙城街道飞扬 项目类型 | 服务 | | | 路45号东部公交大厦 | | | 采购方式 | 询价 项目行业分类 | 其他未包括的金融业 | | 公开方式 | 公开 | | | 资金来源 | 国有100% | | | 项目概况 | 元 | | | 公告名称 | 东部公交2025年339台营运车辆融资租赁采购项目 | | | 公告媒体 | 深圳阳光采购平台;中国招投标公共服务平台 | | | 发布时间 | 2025-11-03 16:00 车 2025-11-25 14:30 | ...

近日，安徽江淮汽车集团股份有限公司连续发布公告披露关键人事动态，先后完成第九届董 事会独立董事和非独立董事候选人的提名，以及职工董事选举，拉开董事会换届大幕。 选举第九届董事会职工董事 11月3日晚，江淮汽车发布关于选举第九届董事会职工董事的公告。公告显示， 江淮汽车第 八届董事会任期届满，根据《公司法》《公司章程》等相关规定， 经公司职工代表大会选举， 盛保柱当选安徽江淮汽车集团股份有限公司第九届董事会职工董事。本次选举产生的职工董 事将与公司股东会选举产生的董事共同组成公司第九届董事会，任期三年。 个人简历 盛保柱： 男，1975年6月生，中共党员，专科学历，现为安徽江淮汽车集团股份有限公司 商用车制造事业部冲焊厂钳工特级技师。先后获得国务院津贴、安徽省技能大奖、全国五一 劳动奖章、江淮杰出工匠、第五届《汽车风云盛典》风云汽车工匠、全国劳动模范等荣誉称 号。 选举公司第九届董事会独立董事 10月31日， 江淮汽车发布八届三十次董事会决议公告，公告显示，八届三十次董事会会议 通知于2025年10月25日送达。本次董事会会议于2025年10月30日以通讯方式召开。会议 审议通过《关于选举公司第九届董事会独立董 ...

Group 1 - The core viewpoint of the article highlights the appointment of Huo Jialin as the Party Secretary of Beiqi Heavy Truck, emphasizing the company's commitment to high-quality and low-cost strategies for sustainable development [1][4] - Huo Jialin, previously the Executive Vice President, has called for unity and practical efforts among all staff to tackle challenges and achieve the company's goals [4] - The company is at a critical juncture for future development, with a production sprint task set for Q4 2025, which is essential for achieving the core operational goals for 2026 and stabilizing its position in the commercial vehicle market [4] Group 2 - In October, the sales of new energy heavy trucks surged by 153%, with XCMG leading the market with over 3,100 units sold, followed closely by SANY and Jiefang [9] - New national standards for commercial vehicles will be implemented starting in November, affecting the electric vehicle sector [9] - The overall heavy truck sales in October reached 93,000 units, marking a 40% increase, with notable performances from gas and electric heavy trucks [9]

Core Viewpoint - The sales of new energy heavy trucks in September 2025 exceeded 20,000 units for the first time, marking a year-on-year increase of 252%, setting a record for the highest monthly sales in history [1]. Group 1: Monthly Sales Performance - In October 2025, 17,100 new energy heavy trucks were added, representing a year-on-year increase of 153% and a month-on-month decrease of 21% [5]. - The average monthly sales of new energy heavy trucks from January to October 2025 exceeded 13,500 units, with continuous monthly sales exceeding 10,000 units from March to October [5]. - The sales in October 2025 were still the second highest of the year, with a net increase of over 10,000 units compared to the same month last year [22]. Group 2: Regional Sales Distribution - In October 2025, 30 provincial-level administrative regions had new energy heavy truck additions, with 14 regions adding over 400 units [6]. - Shanghai and Shanxi each added over 2,000 units in October, contributing significantly to the overall sales [6]. Group 3: Company Performance - In October 2025, XCMG led the sales with 3,149 units, followed by SANY, Jiefang, and Shaanxi Automobile, each exceeding 2,000 units [10][11]. - The top ten companies in sales all achieved year-on-year growth, with XCMG, Shaanxi Automobile, and Heavy Truck achieving growth rates of 224%, 272%, and 252% respectively [14]. - From January to October 2025, cumulative sales reached 136,900 units, with XCMG, SANY, and Jiefang each surpassing 20,000 units [16][18]. Group 4: Market Share Analysis - The market share of the top five companies (XCMG, SANY, Jiefang, Heavy Truck, and Shaanxi Automobile) exceeded 10%, with XCMG holding the largest share at 16.22% [20]. - The competitive landscape shows that the market shares of adjacent companies are closely matched, indicating potential for shifts in rankings in the near future [20].

National Policies - The Ministry of Industry and Information Technology will implement the national standard for electric vehicle battery swapping safety requirements for commercial vehicles starting November 1, 2025, promoting the battery swapping model in the commercial vehicle sector [1] - A new safety management regulation for hazardous goods road transport enterprises was issued by the Ministry of Transport, Ministry of Public Security, and Ministry of Emergency Management on October 24, detailing management requirements for transporting hazardous materials [2] - Seven departments, including the Ministry of Transport, issued implementation opinions to promote large-scale innovation and application of artificial intelligence in the transportation sector, focusing on intelligent driving technology in key regions [4] - The Ministry of Transport will implement the "Road Cargo Transport Vehicle Loading Specification" starting December 1, 2025, which outlines requirements for loading and inspection processes for road cargo [7] - The Ministry of Public Security announced six new online services for traffic management starting November 1, aimed at streamlining vehicle registration and licensing processes [11] - The Ministry of Transport released technical specifications for the road transport of hydrogen (including liquid hydrogen), which will take effect on March 1, 2026, detailing equipment conditions and emergency response requirements [14] - The Ministry of Industry and Information Technology is seeking public opinion on mandatory national standards for intelligent connected vehicle driving assistance systems, with a deadline for feedback set for November 15, 2025 [18] Local Policies - Starting November 1, 2025, Shanxi Province will implement safety coding and classified management for "two passengers and one hazardous" vehicles to enhance regulatory effectiveness [21] - In October, Shandong Province launched an online ticket purchasing service for freight vehicles, allowing for convenient booking of ferry tickets [22] - Sichuan Province introduced a "full lifecycle joint service" system in October, enabling streamlined processing for business operations related to transportation [25] - Yunnan Province is seeking public feedback on revised regulations for the electronic waybill management of hazardous goods transportation, with comments accepted until November 28, 2025 [27] - In October, Gansu Province introduced a quick issuance service for ETC using UnionPay cards, facilitating easier access for freight vehicle owners [29] Industry Insights - In October, heavy truck sales surged by 40%, with notable performances from gas and electric heavy trucks [35] - Direct sales models are becoming a key strategy, as evidenced by a user who purchased 120 electric heavy trucks from SANY [35] - FAW Jiefang has clarified its medium- and long-term development plans, indicating strategic direction for the company [35] - The bidding results for 80 pure electric buses were announced, with major players like Geely, Yinlong, and Shenwo emerging as significant competitors [35] - Recent personnel changes in companies like Dongfeng, Jiangling, and King Long signal potential shifts in the commercial vehicle sector [35]

11 月 1 日，江油公交基础设施更新改造项目（新能源长线续航公交车采购）评标结果公 示。在中标候选人排序中， 中国重汽集团济南专用汽车有限公司 投标报价 41900000 元、综合评标得分 95.83 分，位居第一； 扬州亚星客车股份有限公司 投标报价 41850000 元，综合评标得分 89.52 分，位列第二； 四川品阁汽车贸易有限公司 投标报 价 41990000 元，综合评标得分 85.59 分，排在第三。 (江油公交基础设施更新改造项目) 评标结果公示(标准文本) | 项目及标段名称 | | 江油公交基础设施更新改造项目 江油公交基础设施更新改造项目新能源长续航公交车 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项目业主 | 江油湾飞投资(集团)有限公司 | | 项目业主联系电话 | | 80886T066681 | | | | 招标人 | 江油湾飞投资(集团)有限公司 | | 招标人联系电话 | | 18990198808 | | | | 招标代理机构 | 四川中听工程项目管理有限公司 | | 招标代理机构联系电 ...

近日，徐工重卡在国内、海外市场同时爆大单，涵盖传统动力与新能源车型，展现出强劲的 市场竞争力和多元化的产品布局。 近日，百台徐工自卸车火速集结、交付海外客户，以硬核实力赋能当地重点基建项目。本次 交付的自卸车凭借卓越的动力性、可靠性和经济性备受客户青睐。 三次都买TA！百台徐工纯电动牵引车交付西 近日，西南市场再传捷报，100台徐工纯电动牵引车交付客户，助力当地砂石料运输，这是 客户在已有200台良好运营的基础上第三次购买徐工纯电动牵引车。 "最初选择徐工，是看重品牌信誉；如今连续复购，则是实打实的运营表现说了算。"客户 表示，"本地夏季高温多雨，砂石运输又常走山区陡坡，对车辆考验极大，徐工纯电动牵引 车表现十分可靠，即便在40℃高温下，出勤率仍然相当高。" 砂石料运输具有"载重大、爬坡多、路况杂"等特点，对整车性能提出极高要求，徐工新能 源牵引车针对此类场景，进行诸多专项优化。动力方面，搭载大功率电机，匹配多挡变速箱 和高扭矩驱动桥，轻松应对山区路况；针对砂石场常见的松软泥泞路面，配备"悠车模 式"，可智能控制轮端输出，有效防滑，提升雨天行车安全性。 据客户介绍，前期投入使用的产品单车运行里程已超20万公里 ...