Core Viewpoint - The commercial vehicle industry has experienced significant personnel changes in June, with major companies like Sinotruk, Foton, JAC, and King Long undergoing leadership adjustments [1][25]. Group 1: Sinotruk - On June 27, Sinotruk (Hong Kong) announced multiple high-level personnel changes and board committee restructuring [2]. - Wang Zhijian resigned as chairman and executive director, while Liu Zhengtai was appointed as the new chairman and executive committee chairman [4]. - The company established an ESG committee, with Liu Wei as chairman and other members appointed [5][6]. Group 2: Sinotruk Jinan Truck - On June 7, Sinotruk Jinan Truck Co., Ltd. announced the appointment of Zhao Hai as the new general manager and Zhang Xin as the board secretary [8]. - The previous CEO Zhao Erxiang resigned but will continue to serve as a director [8]. Group 3: Foton - On June 23, Foton Motor Co., Ltd. announced the departure of Gong Haidong from his position as vice president and employee representative director [13]. - Liu Xuguang and Sun Jing were appointed as new vice presidents, while Li Qinghua was elected as the employee representative director [13]. Group 4: JAC - In late June, JAC Motors announced the resignation of Wang Bing as the chairman of the supervisory board due to retirement [18][19]. Group 5: King Long - On June 6, King Long Automobile Group Co., Ltd. reported the resignation of director Chen Jianye, with no specific reason provided [20][21].

Core Viewpoint - The establishment of Guangzhou Remote New Energy Commercial Vehicle Company marks a significant step in promoting the electrification of public transportation and logistics in Guangzhou, aligning with the city's goal of becoming a "green smart transportation demonstration city" [1][3][5]. Group 1: Company Establishment and Partnerships - Guangzhou Remote New Energy Commercial Vehicle Company was officially established on July 4, 2025, with the first batch of vehicles delivered [1]. - The company signed agreements with three logistics firms to promote green logistics transformation, indicating a collaborative approach to enhance the use of new energy vehicles [3]. Group 2: Government Support and Policy Framework - Guangzhou has implemented several policies to support the development of new energy commercial vehicles, including the "Guangzhou New Energy Vehicle Industry Development Plan (2023-2030)" and the "Implementation Plan for Green Freight Distribution Demonstration Project" [5]. - The city is focusing on hydrogen energy as a key component of its new energy industry chain, aiming to develop a modern industrial system [5]. Group 3: Technological Advancements and Future Plans - The company plans to leverage its "alcohol-hydrogen + electric" technology to promote the use of methanol as a green energy source, which has a higher hydrogen storage capacity compared to liquid hydrogen [7]. - Future initiatives include the industrial operation of alcohol-hydrogen electric refrigerated vehicles and city logistics vehicles, aiming to create a "Guangzhou model" for the application of alcohol-hydrogen new energy commercial vehicles [7].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 7月4日晚间，上海新动力汽车科技股份有限公司发布关于董事辞职的公告。 上海新动力汽车科技股份有限公司董事会于近日收到董事郝景贤的辞职报告。郝景贤因工作变 动原因辞去本公司董事、董事会战略委员会委员、董事会审计委员会委员等职务，辞职后不再 担任公司及子公司任何职务。郝景贤的辞职未导致本公司董事会低于法定最低人数，根据公司 章程的规定，其辞职报告自送达董事会时生效。 公司董事会对郝景贤在任职期间为公司发展所作出积极的贡献表示感谢。 编号:临 2025-043 股票简称:动力新科 动力 B 股 股票代码:600841 900920 上海新动力汽车科技股份有限公司 关于董事辞职的公告 上海新动力汽车科技股份有限公司(以下简称"公司")董事会于近日 收到董事郝景贤先生的辞职报告。郝景贤先生因工作变动原因辞去本公司 董事、董事会战略委员会委员、董事会审计委员会委员等职务,辞职后不 再担任公司及子公司任何职务。郝景贤先生的辞职未导致本公司董事会低 于法定最低人数,根据公司章程的规定,其辞职报告 ...

Core Viewpoint - The procurement project for 200 new energy buses by Urumqi Public Transport Group has identified the candidates for the bidding, with Xinjiang Bus Factory Co., Ltd. being the top candidate for both segments [1][4]. Summary by Sections Bid Results - Segment 1 involves 170 units of 10.5-meter low-entry pure electric city buses, with the top three candidates being Xinjiang Bus Factory Co., Ltd. (bid: 178.5 million), Yutong Bus Co., Ltd. (bid: 179.18 million), and Yangzhou Yaxing Bus Co., Ltd. (bid: 179.01 million) [1][4]. - Segment 2 involves 30 units of 10.5-meter low-entry pure electric city buses, with the top three candidates being Xinjiang Bus Factory Co., Ltd. (bid: 31.65 million), CRRC Times Electric Vehicle Co., Ltd. (bid: 29.94 million), and Yutong Bus Co., Ltd. (bid: 31.92 million) [1][5]. Candidate Qualifications - All top candidates, including Xinjiang Bus Factory Co., Ltd., Yutong Bus Co., Ltd., and others, have met the qualification requirements as per the bidding documents [4][6]. Evaluation Period - The evaluation period for the bids is set to conclude on July 9, 2025 [4].

Core Viewpoint - The article discusses the tender announcement for the procurement of 78 pure electric city buses by Zhanjiang Public Transport Group Co., Ltd., with a total budget of 61.54 million yuan for the year 2025 [1][6]. Group 1: Tender Details - The procurement project is divided into four lots, with specific quantities and budget allocations for each type of bus [2][7]. - The total number of buses required is 78, with a budget of 61.54 million yuan [2][9]. - The lots include: - Lot 1: 38 buses under 6 meters at a maximum price of 2394 million yuan - Lot 2: 20 buses at 8.5 meters at a maximum price of 1740 million yuan - Lot 3: 10 buses under 9 meters at a maximum price of 920 million yuan - Lot 4: 10 buses with 48 seats at a maximum price of 1100 million yuan [2][8]. Group 2: Delivery and Compliance - The winning bidder must ensure delivery by August 26, 2025, and provide all necessary documentation for vehicle registration [3][9]. - The bidder is also required to assist in completing vehicle registration by September 4, 2025, and will incur penalties for delays that affect subsidy eligibility [3][4]. Group 3: Bidder Qualifications - Bidders must be registered legal entities in China with the capacity to assume civil responsibilities [11]. - Bidders must be manufacturers of buses or authorized sales agents, with specific documentation required for participation [11][12]. - The project does not accept joint bids [12]. Group 4: Tender Process and Timeline - The tender announcement was published on July 4, 2025, with a registration deadline for bidders by July 11, 2025 [13]. - The deadline for submitting bids is July 25, 2025, at 09:30 AM [13][14]. - Bidders must follow specific procedures for obtaining tender documents and submitting bids [14][15]. Group 5: Contact Information - The contact details for Zhanjiang Public Transport Group Co., Ltd. and the tendering agency are provided for further inquiries [21].

从国内市场的到海外市场，中国重汽、一汽解放、东风商用车、福田汽车、远程新能源商用车 和徐工汽车等众多企业的批量订单签约和交车不断，新能源重卡市场依然持续火热，为行业发 展注入新动能。 一汽解放：大单不断 多领域发力 6月1日，在招商局港口（华南）营运中心蛇口集装箱码头，"共筑绿色港口 领航蓝湾新程—— 一汽解放&招商港口185辆新能源港口牵引车交付仪式" 举行。 6月5日，在中国绿城、东盟开放前沿的南宁，一场擘画绿色未来的行业盛典——一汽解放青 岛新能源大客户交车仪式暨百辆新单签约圆满举行。一汽解放青岛新能源成功交车50辆并签 约10辆，交付广西磐驰供应链有限公司的50辆解放JH6新能源车，是解放深耕场景化定制、 破解用户"购车贵、运营难"痛点的典范成果。 6月中旬，212辆解放卡车跨越重洋，奔赴几内亚，为当地运输行业注入全新活力。 中国重汽：国内、海外市场双丰收 6月的重卡市场，热潮涌动，各大企业纷纷交出亮眼成绩单。 6月初，中国重汽200辆战略签约暨豪沃MAX燃气牵引车批量交车仪式圆满落幕，为双方合作 与行业发展添上浓墨重彩的一笔。豪沃MAX燃气牵引车是集品牌优势与前沿科技于一身的结 晶。此次重汽与这位大 ...

Core Viewpoint - Shanghai Pudong New District Public Transport Co., Ltd. plans to procure 411 pure electric buses by September 2025, with a total budget of 602.94 million yuan, indicating a significant investment in electric public transport [1][2][3]. Summary by Sections - **Procurement Intentions**: The company has released procurement intentions for six projects related to pure electric buses, highlighting a strong commitment to electrifying public transport [1][2]. - **Budget and Vehicle Specifications**: - 15 units of 7-meter pure electric buses with a budget of 17.55 million yuan, expected procurement in September 2025 [1]. - 108 units of 10-meter pure electric buses with a budget of 178.2 million yuan, expected procurement in August 2025 [2]. - 55 units of 8-meter pure electric buses with a budget of 78.65 million yuan, expected procurement in August 2025 [2]. - 61 units of another 10-meter pure electric bus model with a budget of 100.65 million yuan, expected procurement in August 2025 [3]. - 20 units of 8-meter pure electric buses with a budget of 28.6 million yuan, expected procurement in September 2025 [3]. - 71 units of 10-meter plug-in hybrid buses with a budget of 74.55 million yuan, expected procurement in September 2025 [3]. - **Market Implications**: The large-scale procurement indicates a growing trend towards electric and hybrid vehicles in public transport, which may influence market dynamics and competition among bus manufacturers [1][2][3].

Core Viewpoint - The article discusses the competitive landscape of the new energy VAN market, highlighting the importance of brand selection and product differentiation in a market characterized by severe product homogeneity and escalating prices [1][2]. Product Overview - The "third-generation urban new energy light vehicle platform" launched on June 30 has achieved full coverage of 6-13 cubic meter products, positioning itself as a leader in the industry [2][4]. - The newly launched "Far-Reach Star Enjoy V7E" is priced at 79,900 yuan after a promotional fund of 10,000 yuan, achieving market coverage with various models including 6-cubic meter "Value VAN," 7-8 cubic meter "Super Energy VAN," and 8-13 cubic meter "Super VAN" [5][21]. Design and Features - The Far-Reach Star Enjoy V7E features a front-wheel drive design, enhancing internal space utilization, with a standard version cargo volume of 7.5 cubic meters, which is larger than competitors in the same price range [6][10]. - The vehicle includes advanced features such as a 51.4 kWh battery with a CLTC range of 375 kilometers, and a low energy consumption of 13.8 kWh per 100 kilometers, which is the lowest in the industry [13][17]. Comfort and Technology - The vehicle's design allows for a convertible driving space with a layout that can transform into a sleeping area, and it includes multiple storage options and modern conveniences such as a 12.3-inch touchscreen and AI voice control [16][19]. - The Far-Reach Star Enjoy V7E is equipped with a comprehensive safety system, including a cage body design and multiple airbags, achieving high safety standards [17][19]. Market Position and Future Outlook - The new energy VAN market in China has surpassed 1.2 million units, entering a "post-million" era, with the Far-Reach Star Enjoy V7E expected to lead the global development of new energy VANs [10][11]. - The company aims to provide a diverse range of ownership models, including sales, leasing, and battery separation options, to meet various customer needs and reduce entry barriers [19][21]. - The company has achieved significant milestones, with the 400,000th new energy commercial vehicle produced, and anticipates rapid growth towards the 500,000th unit [23].

Core Viewpoint - The new energy heavy truck market in China has experienced rapid growth since 2025, with significant increases in sales, particularly for new energy tractors, which have outpaced overall market growth [1][2][4]. Sales Performance - In June 2025, 12,000 new energy tractors were added, marking a year-on-year increase of 306% and a month-on-month increase of 21% [4][5]. - The sales figures for June indicate that the new energy tractor market continues to thrive, with a monthly sales increase of over 2,000 units compared to May [5][6]. - A total of 30 provincial-level administrative regions reported new energy tractor sales in June, with Shanghai leading at nearly 3,000 units [5][7]. Cumulative Sales Data - By the end of June 2025, cumulative sales of new energy tractors exceeded 51,800 units, reflecting a year-on-year increase of 276% [15][16]. - Among manufacturers, Jiefang, SANY, and XCMG have each sold over 7,500 units, leading the market [15][16]. Market Share and Competition - The top five companies in the new energy tractor market, including Jiefang, SANY, and XCMG, hold market shares exceeding 10%, with Jiefang at 16.52% [21][19]. - The competitive landscape is intense, with frequent changes in rankings among manufacturers, indicating a dynamic market environment [23]. Monthly Sales Rankings - In June, Jiefang led the sales with 2,127 units, followed by SANY and XCMG with 1,886 and 1,657 units, respectively [10][11]. - Nine out of the top ten manufacturers achieved year-on-year sales growth, with several companies experiencing significant increases [13][19]. Future Outlook - The growth trend in the new energy tractor market is expected to continue, with anticipation for further increases in July [23].

Core Viewpoint - Jiangling Motors Corporation Limited reported a significant increase in vehicle sales for June 2025, indicating strong growth across various vehicle categories, particularly in light passenger cars and trucks [1][2]. Group 1: Sales Performance - In June 2025, Jiangling Motors sold a total of 35,728 vehicles, representing a year-on-year increase of 28.62% [1][2]. - Light passenger car sales reached 10,242 units, a remarkable growth of 63.79% compared to the same month last year [1][2]. - Truck sales amounted to 7,542 units, showing a substantial increase of 49.08% year-on-year [1][2]. - SUV sales were recorded at 11,665 units, reflecting a growth of 17.96% [1][2]. - Pickup truck sales slightly decreased to 6,279 units, down by 4.53% year-on-year [1][2]. Group 2: Cumulative Sales Data - For the first six months of 2025, total vehicle sales reached 172,692 units, marking an 8.15% increase compared to the same period last year [2]. - Cumulative sales of light passenger cars were 47,111 units, up 23.09% year-on-year [2]. - Cumulative truck sales reached 35,333 units, reflecting a growth of 21.91% [2]. - Cumulative pickup truck sales were 33,194 units, showing a decline of 9.25% [2]. - Cumulative SUV sales totaled 57,054 units, with a modest increase of 2.17% [2].