张欣女士熟悉董事会秘书履职相关法律法规、具备与岗位要求相适应的职业操守，具备相应的 专业胜任能力与从业经验。其本人已取得深圳证券交易所颁发的董事会秘书资格证书，任职资 格符合《深圳证券交易所股票上市规则》《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》等有关规定。其联系方式如下： 办公电话：0531-58067586 传真号码：0531-58067003 6月7日，中国重汽集团济南卡车股份有限公司发布关于聘任任公司高级管理人员及变更董事 会秘书的公告。公告显示，中国重汽集团济南卡车股份有限公司董事会于近日收到赵尔相、毕 研勋的书面辞职报告。因工作变动，赵尔相申请辞去公司首席执行官（CEO、总经理），毕研 勋申请辞去公司董事会秘书职务。上述人员均未持有公司股份，其本人的辞职报告自送达董事 会之日起生效。赵尔相辞去上述职务后，将继续担任公司董事；毕研勋辞去该职务后，将继续 担任公司董事、财务总监。 公司董事会对赵尔相、毕研勋任职期间勤勉尽责以及为提升公司规范运作水平和健康发展等方 面所做出的贡献表示衷心的感谢！ 公司于2025年6月6日召开第九届董事会2025年第三次临时会议，同意聘任赵海 ...

Core Viewpoint - The heavy-duty truck market is expected to experience a new surge in demand in the second half of 2025 due to government policies promoting the scrapping and updating of old trucks, particularly those meeting National III and IV emission standards [1][3][46]. Policy Overview - The Chinese government has significantly increased efforts to eliminate old operational trucks, expanding the scrapping policy to include National IV standards and providing differentiated subsidies for scrapping and purchasing new vehicles [3][4]. - As of now, 27 out of 32 provinces and municipalities have issued specific guidelines for the 2025 truck scrapping and updating subsidies, covering nearly 85% of the country [1][15]. Subsidy Details - The subsidy for scrapping old trucks can reach up to 45,000 yuan for the scrapped vehicle and up to 95,000 yuan for the new purchase, totaling a maximum of 140,000 yuan per vehicle [4][34]. - The subsidy structure varies by vehicle type and the duration of early scrapping, with specific amounts allocated for different categories of trucks [6][9][28]. Market Impact - In May 2025, the heavy-duty truck market saw sales of approximately 85,000 units, a year-on-year increase of about 9%, indicating a recovery in the market driven by the scrapping policies [11]. - The policies are expected to stimulate both terminal and wholesale sales, addressing the current challenges in the freight market, such as oversupply and low freight rates [11][46]. Regional Implementation - Regions like Shanghai and Beijing have implemented aggressive policies, with Shanghai aiming to eliminate National IV diesel trucks by 2027 and offering substantial subsidies for both scrapping and purchasing new vehicles [18][24]. - Other provinces have set specific targets for the number of trucks to be scrapped and updated, with Shanghai targeting 50,000 trucks and Zhejiang aiming for 40,000 [38][39]. Conclusion - The truck scrapping and updating policies are designed to lower the cost of purchasing new vehicles through financial subsidies, thereby invigorating the market and promoting the transition to greener logistics, aligning with national carbon reduction goals [46].

外观简洁 正向研发更节能 近日，宇通重卡T系列港口版牵引车在浙江宁波正式发布。其中，宇通T400 4×2港口牵引车 一经亮相，便引起行业和用户高度关注。该车聚焦南方港口轻柜外托运输场景，致力于解决港 口运输落箱冲击大、后窗视野差、高腐蚀、续航短等痛点。 那么，宇通T400港口牵引车都有哪些配置？在三电方面又具备哪些优势？下面，就跟随第一 商用车网小编近距离的了解下这款车型。 宇通T400 港口牵引车搭载云翼技术，匹配全方位低风阻导流罩，车辆风阻系数低至0.418， 超越同类竞品车型；外后视镜集成电动可调、加热除霜功能于一体，确保车辆在各种运行工况 下，各角度视野能安全掌控。 该车整体设计风格简洁，造型硬朗。并取消了前脸大面积格栅设计，取而代之的是下方的散热 面板，来满足车辆内部部件的散热需求。而这也可以看出该车是专为新能源场景正向研发的车 型。众所周知，一般油改电重卡的线束设计还是在原有油车基础上进行改进，所以其前面板格 栅不可取代。宇通T400 港口牵引车的线束是集成化的线缆，就完全可以取消格栅，实现节能 优化。 大灯方面，宇通T400 港口牵引车结构清晰，造型犀利，带有日间行车灯；采用分离式远近光 大灯， ...

据东风股份最新产销快报显示，东风康明斯发动机销量呈现同比显著增长态势。 2025年5月，东风康明斯发动机实现销售17943台，同比增长20.23%；2025年1-5月，东 风康明斯发动机累计销售93584台，同比增长7.36%。东风康明斯发动机销量的增长，反映 了市场对其产品的强劲需求，同时也体现了用户对产品的认可。 东风康明斯发动机产品型谱丰富，凭借其先进的技术和可靠的质量，在国内外市场上享有较高 的声誉，产品广泛应用于多个领域。 ● 5月重卡销8.5万辆！重汽2.3万 东风/解放超1.4万 福田/徐工涨7成 | 光耀评车 ● 新独立汽车央企诞生！东风长安取消合并重组 | 头条 ● 燃油+燃气+新能源全线开花，大单不断的欧曼重卡5月销量破万！ ● 金龙汽车高管再现重要人事变动！ ● 00后老板的第一台车！江铃E福顺明窗版好品质、装的多、超能赚 | 头条 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 ...

福建省莆田市2.8亿元客车采购招标项目，结果公布了！ 6月4日，莆田市城乡智慧绿色公交一体化（车辆采购项目）六个采购包结果公告在中国招标 投标公共服务平台发布。福田汽车、厦门金旅和厦门金龙三家企业均中标，中标金额分别为 14349.8万元、11028.1万元和1536万元。 其中， 采购包1 为13辆5.99米级低入口纯电动公交车，中标企业为厦门金龙旅行车有限公 司，中标金额为815.1万元； 莆田市城乡智慧绿色公交一体化(车辆采购项目)(采购包1) 结果公告 一、项目编号:闽一十【2025】采购04016 二、项目名称:莆田市城乡智慧绿色公交一体化(车辆采购项目) 三、采购结果 采购包1 | 厦门金龙旅行车有限公司 | 厦门市湖里区湖里大道69号 (办公楼) | 815.10 | 97.80 | | --- | --- | --- | --- | | 供应商名称 | 供应商地址 | 中标金额(万元) | 评审总得分 | 四、主要标的信息 | 采购 品目 | | 标的名称 | 品牌型号 | 型 量(辆 | 单价 | 金额 | 供货批次 | | --- | --- | --- | --- | --- | --- ...

Group 1 - A new independent state-owned automobile enterprise has been established as Dongfeng and Changan cancel their merger and restructuring plans [3] - In May, heavy truck sales reached 85,000 units, with Shandong Heavy Industry selling 23,000 units, Dongfeng and Jiefang over 14,000 units each, and Foton/Xugong increasing by 70% [3] - The Euromot heavy truck brand has seen a significant increase in sales, surpassing 10,000 units in May, driven by a diverse product lineup including fuel, gas, and new energy vehicles [3] Group 2 - Another large pure electric VAN vehicle is set to enter mass production [3] - A bidding project in Kunming has allocated 20 million yuan for the procurement of 25 large pure electric buses [3]

Core Viewpoint - The heavy truck industry in China experienced significant growth in May 2025, with wholesale sales, domestic terminal sales, electric heavy trucks, and diesel heavy trucks all showing year-on-year increases, indicating a positive trend in the market [1][3][23]. Group 1: Market Performance - In May 2025, approximately 85,000 heavy trucks were sold in China, representing a 9% increase compared to the same month last year, despite a slight month-on-month decrease of 3% [3][5]. - Cumulatively, from January to May 2025, the heavy truck market recorded sales of about 437,500 units, showing a small year-on-year increase of approximately 1% [5]. - The "old-for-new" policy for National IV trucks has significantly stimulated new truck purchases, contributing to the growth in sales [6]. Group 2: Segment Analysis - The export wholesale volume of heavy trucks is expected to decline by over 10% in May, indicating ongoing pressure in the export market [7]. - Domestic terminal heavy truck sales are projected to have increased by over 20% year-on-year in May, despite a slight month-on-month decrease of around 5% [7]. - Sales of natural gas trucks fell to below 15,000 units, marking a new low in four months, with a year-on-year decline expected to exceed 30% [8]. - New energy heavy trucks are anticipated to have sold over 15,000 units in May, reflecting a year-on-year growth of approximately 190%, with a market penetration rate exceeding 23% [8][11]. Group 3: Company Performance - China National Heavy Duty Truck Group (CNHTC) led the market with sales of approximately 23,000 heavy trucks in May, a 13% year-on-year increase [12][15]. - Dongfeng Motor Corporation sold about 15,000 heavy trucks in May, achieving a year-on-year growth of 49% [15][17]. - FAW Jiefang sold around 14,000 heavy trucks in May, with a cumulative sales figure of approximately 81,500 units from January to May, maintaining a market share of about 18.6% [15][19]. - Beiqi Foton and XCMG showed the highest growth rates among major companies, with Foton's sales increasing by 73% year-on-year in May [17][19]. Group 4: Future Outlook - The heavy truck market is expected to continue its growth trend in June, driven by the acceleration of old vehicle scrapping and replacement policies [23]. - The decline in natural gas truck sales is anticipated to narrow to single digits in June, creating conditions for a rebound in the second half of the year [23]. - The sales of electric heavy trucks are expected to reach new highs in the latter half of the year, supported by various favorable policies [23].

2025年3月份和4月份，新能源重卡销量连续两个月破万，旺季成色十足。5月份，新能源重 卡销量会继续保持超万辆的旺季水准吗？ 请看第一商用车网带来的新能源重卡市场观察。 5月新能源重卡新增1.26万辆，同比大涨217% 根据第一商用车网掌握的最新数据，2025年5月份，全国共新增新能源重卡1.26万辆（本文 数据来源为重型货车北斗营运证入网销量口径，非交强险销量口径，不含出口和军车，下 同），环比下降6%，同比增长217%。从增幅来看，5月份新能源重卡呈现环比降、同比增的 趋势，月销量同比去年5月提升了超8600辆，约是去年同期销量的3.2倍。第一商用车网分析 认为，虽然结束于2024年12月31日的老旧柴油营运货车"以旧换新"补贴政策提前透支了一部 分今年上半年的新能源重卡需求，但新一轮货车以旧换新政策的刺激作用在5月份已开始显 现；与此同时，如今新能源重卡需求越来越受市场驱动。政策+市场双重驱动下，今年1-5月 新能源重卡月均销量超过1万辆，其中3-5月份连续三个月销量破万，市场呈现出稳定的红火 之态。 2025年5月份，全国有30个省级行政区有新增新能源重卡，其中单月新增超百辆的省级行政 区达到24个， ...

Core Viewpoint - The collaboration between Rept Battery and Bakrie & Brothers aims to promote green energy in Indonesia by delivering over 3,000 electric buses and trucks by 2025, contributing to the country's net-zero carbon emissions goal by 2060 or earlier [1][3][10]. Group 1: Strategic Partnership - Rept Battery and Bakrie & Brothers signed a memorandum of understanding to work together on commercial vehicle battery systems [1]. - The partnership focuses on local manufacturing of battery systems that meet Indonesia's local content requirements [3]. - The collaboration will enhance the supply chain in areas such as nickel smelting, battery raw materials, and integrated energy storage systems [9]. Group 2: Manufacturing and Production - PT VKTR Teknologi Mobilitas Tbk, backed by Bakrie & Brothers, is Indonesia's first commercial vehicle manufacturing plant, specializing in electric buses and trucks [7]. - VKTR will handle the production, sales, and promotion of electric commercial vehicles, emphasizing green public transport and low-carbon demonstration projects [9][10]. Group 3: Market Impact - The initiative is expected to lead to significant advancements in Indonesia's green energy transition and the development of a sustainable transportation ecosystem [10].

Core Viewpoint - The release of the 395th batch of new vehicle announcements by the Ministry of Industry and Information Technology highlights the rapid growth in the sales of new energy light trucks, indicating a strong market interest and competitive landscape in the sector [1][4]. Group 1: Market Dynamics - A total of 21 companies participated in the announcement, with 47 light truck chassis models submitted, representing a significant increase of 104% compared to the previous batch [4]. - The enthusiasm for new energy logistics vehicles is evident, with both traditional and new entrants in the market seeking to capitalize on the growing demand [10][12]. Group 2: Product Offerings - Foton Motors led the submissions with 6 chassis models, followed by Remote New Energy Commercial Vehicles with 5 models [7]. - The majority of the submitted models (44 out of 47) are pure electric, accounting for approximately 94% of the total, reflecting strong market acceptance of electric light trucks [13]. Group 3: Technological Innovations - The announcement includes innovative hybrid models, such as Remote's methanol-fueled range extender and Foton's battery swap hybrid, showcasing diverse technological approaches to meet market needs [16][18]. - The introduction of hydrogen fuel cell models by Dongfeng Liuqi and Yutong indicates a broader exploration of alternative energy sources in the light truck segment [19][24]. Group 4: Competitive Landscape - CATL remains the leading battery supplier, equipping 20 models (42.6% of the total), but faces increasing competition from companies like EVE Energy and Fudi Battery, which supply 10 and 6 models respectively [28][30]. - The competitive dynamics in the battery supply market are intensifying, with EVE Energy's cost-effectiveness and Fudi Battery's integration with BYD's technology gaining traction among major manufacturers [33]. Group 5: Future Trends - The upcoming changes in battery standards and the introduction of new technologies, such as sodium-ion batteries, are expected to shift the competitive focus from just range and load capacity to overall lifecycle costs and adaptability to specific scenarios [34].