三一重卡在新能源市场跑出加速度，强势领跑行业。 根据第一商用车网掌握的最新数据（交强险实销口径，不含出口和军车，下同），2025年4 月，三一共计销售新能源重卡2824辆，蝉联月榜销冠。面对新能源重卡市场的激烈竞争，三 一重卡为何这么"强"？其销量长青的秘诀又是什么呢？ 4月销量与累销均为行业第一，三一重卡交出靓丽答卷 据交强险数据显示，2025年4月，国内新能源重卡市场共计销售1.58万辆，同比增长245%。 其中，三一重卡凭借2824辆的月销量表现，再度以新能源重卡市场17.84%的市占率夺冠， 且销量同比增幅近3倍，高于4月新能源重卡市场整体增速，跑赢行业"大盘"。 同时，这也是三一在2025年收获的第三个新能源重卡月榜销冠。除了单月销量第一，2025年 1-4月，三一累计销售新能源重卡7591辆，同比增长193%，同样排名行业第一，市场份额达 16.46%，足见三一在新能源重卡市场的引领实力。 | 新能源重卡品牌/行 业总计 | 2025年累计 | 同期累计 | 同比增长 | 2025年份额 | 同期份额 | 份额增减 | | --- | --- | --- | --- | --- | --- | - ...

近日，东风商用车有限公司官网信息更新显示，公司迎来重大人事调整。张小帆出任公司董事 长，刘利成担任公司总经理一职。 据公开资料显示，东风商用车有限公司现任董事长为张小帆，张小帆接任后主导专用车转型战 略。 用车领域的优势地位，推动企业迈向新的发展阶段。第一商用车网将持续关注东风商用车在新 领导班子带领下的战略布局与市场表现。 张小帆出生于1970年3月，河南洛阳人，大学本科学历，1992年7月入职东风公司。他从东风 公司襄樊管理部基层岗位逐步成长，后在东风汽车股份有限公司多个关键部门任职，积累了丰 富的公关、宣传策划及营销经验。 张小帆在任期间，东风商用车的市场表现显著提升。2025年4 月，东风公司中重卡国内市场占有率达到23.6%，排名第一。此外，东风公司在31个省市区中有15 个省市区排名中重卡市占率第一。这些成就部分归功于张小帆的领导和东风集团内部的商用车业务 整合计划。 战略方向上， 张小帆全力推动专用车向高端化、智能化转型，目标在2025年实现东风商用车专用底 盘年销量达5万辆，稳固在环卫、危化等细分市场的领先地位；新能源布局上，着重强调智能网联与 新能源技术研发，加速商用车绿色化发展进程。 新任 ...

5月20日，宁德时代在香港联合交易所主板挂牌上市（股票代码为03750.HK）。 宁德时代此次港股上市，全球发售股份总数为绿鞋前1.35亿股，发行价格为263.00港元/股。 本次发行是首个以"仅设定价格上限"方式完成定价的"先A后H"上市项目，所设价格上限较定 价当日A股收盘价零折扣。本次港股上市从启动到完成仅用时128天。投资者涵盖了来自15个 国家和地区的主权基金、产业资本、长线机构、保险资金及多策略基金等。港股上市开盘即高 开，开盘价296.00港元/股，较发行价上涨12.55% 。 宁德时代正全力以赴研究零碳电网技术，包括电力电子、柔性调控、虚拟电厂等技术，打造新 型零碳电力系统，让零碳科技惠及千家万户。 全球产业新能源化零碳经济的最大增量 当前已有195个国家和地区公布碳减排国家自主贡献目标，各国都在加快能源结构转型。国际 能源署预测，2030年起，为实现"净零排放"，全球投资每年将达4.5万亿美元。 上市仪式上，宁德时代董事长兼CEO曾毓群发表《创新全球零碳科技，推动全球零碳经济》主 题讲话，并从全球零碳交通、全球零碳电力以及全球产业新能源化三个领域，分别介绍了全球 零碳经济的市场前景以及宁德时 ...

Core Viewpoint - Dongfeng Motor Corporation has announced significant personnel changes in its board of directors, including the appointment of a new general manager and changes in board members [1][4][5]. Group 1: Personnel Changes - The board of directors approved the replacement of the general manager, with Li Junzhi stepping down due to work changes, and Duan Renmin appointed as the new general manager [4][6]. - The board also approved the replacement of some directors, with Li Junzhi no longer serving as a director and Duan Renmin nominated as a non-independent director candidate [5][6]. Group 2: Voting Results - Both personnel change proposals received unanimous support, with 9 votes in favor, 0 against, and 0 abstentions [4][6].

Core Viewpoint - The commercial vehicle market in China is expected to see a slight increase in demand due to factors such as the renewal of old operating vehicles, energy-saving and emission reduction initiatives, and support for the hydrogen energy industry in regions like Guangdong and Guangxi. The China Association of Automobile Manufacturers (CAAM) projects that total commercial vehicle sales will exceed 4 million units in 2025 [3][5]. Group 1: Market Performance - In April 2025, China's commercial vehicle production and sales reached 362,000 and 367,000 units respectively, showing a month-on-month decline but a slight year-on-year increase. Cumulatively, from January to April, commercial vehicle sales reached 1.418 million units, marking a 2% year-on-year growth [1]. - The heavy-duty truck market experienced a significant month-on-month decline in both wholesale and terminal sales in April, with wholesale sales down 17.9% and terminal sales down 11.1% [5][6]. Group 2: Competitive Landscape - The competition in the domestic terminal market is intensifying, with FAW Group achieving a terminal market share of 24% and leading in the NG segment. However, competitors like Heavy Truck Group and Dongfeng Group are closely following, each with a market share of 18% [5][12]. - The battle for market share in traditional energy heavy-duty trucks is becoming increasingly competitive, with significant challenges ahead for companies in terms of technological innovation and market strategies [5][12]. Group 3: New Energy Market - The new energy heavy-duty truck segment is currently the most dynamic within the commercial vehicle sector, with cumulative demand reaching 47,600 units from January to April 2025. SANY Group leads the market with a 16% share, followed closely by XCMG Group at 15.8% [7][8]. - FAW Jiefang has been actively expanding its presence in the new energy sector, achieving the highest sales in the industry for two consecutive months. Strategic partnerships and technological innovations are seen as key to success in this competitive landscape [8][10]. Group 4: International Market - In April, China exported approximately 24,700 heavy-duty trucks, with a cumulative export total of 96,600 units from January to April. Heavy Truck Group leads the export market with a 41.4% share [11][12]. - The competition for overseas market share is heating up, with FAW Jiefang adopting a strategy of localized manufacturing and scenario-based products to enhance its international presence [12][14].

Core Insights - The sales of new energy heavy trucks in April 2025 reached a record high of 15,800 units, marking a year-on-year increase of 245% and a cumulative sales of 46,100 units for the year, up 197% [1][5][19] - The charging heavy truck segment outperformed other categories, with sales of 10,800 units in April, reflecting a year-on-year growth of 305% and a continuous increase for 16 months [5][14][33] Segment Analysis - In April 2025, pure electric heavy trucks accounted for 98.57% of total new energy heavy truck sales, with charging heavy trucks making up 69.05% of pure electric sales, showing a slight increase from the previous month [5][7] - Charging heavy trucks have consistently maintained over 60% market share in pure electric heavy truck sales since June 2024, with a 67.44% share in the first four months of 2025, significantly higher than the 62.76% share in 2024 [7][19] - The sales of charging heavy trucks have seen a dramatic increase, with monthly sales exceeding 3,000 units for seven months in 2024 and five months exceeding 4,000 units, culminating in record sales for the first four months of 2025 [9][25] Company Performance - In the first four months of 2025, the top three companies in charging heavy truck sales were SANY, FAW Jiefang, and XCMG, with sales of 7,044, 4,474, and 4,748 units respectively, reflecting year-on-year growth rates of 252%, 813%, and 232% [21][23] - The market share of SANY reached 23.27%, while FAW Jiefang saw a significant increase of 9.19 percentage points in market share compared to the previous year [23][25] - The competition in the charging tractor truck segment is intense, with SANY, FAW Jiefang, and XCMG all exceeding 3,500 units in sales, indicating a close race for market leadership [27] Market Trends - The charging heavy truck market has seen a total of 27 participants as of April 2025, matching the total number of players in 2024, with a cumulative sales of 30,300 units in the first four months, up 245% year-on-year [19][23] - The sales of charging self-dumping trucks reached 4,018 units in the same period, showing a year-on-year increase of 109%, although this growth rate was lower than the overall charging heavy truck market [29][31] - The overall market for charging heavy trucks has demonstrated robust growth, with most companies achieving significant increases in sales, and many doubling their sales figures compared to the previous year [19][23][33]

Core Viewpoint - The article highlights the acceleration of green transformation in public transportation, as evidenced by the initiation of a significant procurement project for 299 new energy buses in Wuhan, with a total budget of approximately 176.86 million yuan [1][17]. Summary by Sections Project Overview - The procurement project is divided into seven segments, with a total of 299 buses required [8]. - The project aims to enhance the public transportation system in Wuhan, reflecting a broader trend towards sustainable transport solutions [1]. Bid Segments - **Segment 1**: 80 units of 12-meter pure electric city buses with a battery capacity of ≥250 Kwh, maximum bid price of 970,000 yuan per unit [8][9]. - **Segment 2**: 27 units of 11-meter pure electric highway buses with a battery capacity of ≥240 Kwh, maximum bid price of 870,000 yuan per unit [8][9]. - **Segment 3**: 27 units of 11-meter pure electric highway buses with a battery capacity of ≥220 Kwh, maximum bid price of 833,800 yuan per unit [8][9]. - **Segment 4**: 30 units of 7-meter low-entry pure electric city buses with a battery capacity of ≥140 Kwh, maximum bid price of 680,000 yuan per unit [8][9]. - **Segment 5**: 30 units of 7-meter low-entry pure electric city buses with a battery capacity of ≥120 Kwh, maximum bid price of 660,000 yuan per unit [2][9]. - **Segment 6**: 100 units of 5-meter pure electric city buses with a battery capacity of ≥50 Kwh, maximum bid price of 182,000 yuan per unit [2][9]. - **Segment 7**: 5 units of 7-meter low-entry pure electric city buses (3-meter height) with a battery capacity of ≥120 Kwh, maximum bid price of 640,000 yuan per unit [2][9]. Delivery Timeline - The delivery period for all segments is set at 50 calendar days from the date of contract signing [3][10]. Bidding Regulations - Bidders can only win one segment, even if they submit bids for multiple segments [3][11]. - The maximum bid price excludes taxes and insurance fees, focusing on the net vehicle price and associated costs [4][12]. Bidder Qualifications - Bidders must be registered in China with independent legal status and possess relevant quality management certifications [5][13]. - Vehicles must meet national safety and performance standards and have valid product certifications [5][13]. - Bidders must not have been involved in significant legal or financial issues in the past three years [5][13]. Bid Submission Details - Bidding documents can be obtained from May 18 to May 23, 2025, with a submission deadline on June 9, 2025 [6][14]. - The bid submission location is specified, and a fee is required for document acquisition [6][14].

Core Viewpoint - Jiangling E Fushun has emerged as a "dark horse" in the new energy commercial vehicle market, winning the "2024 Annual First Expected New Energy Light Bus" award due to its high cost-performance ratio and adaptability to various scenarios [1][2]. Group 1: Market Performance and Recognition - Jiangling E Fushun won the "2024 Annual First Expected New Energy Light Bus" award at the annual evaluation ceremony held on November 27, 2024, in Beijing [1]. - The vehicle also secured six awards at the New Energy Logistics Vehicle Challenge on December 13, 2024, highlighting its competitive edge in the market [1]. - With a starting price of 87,300 yuan and a range of 300-350 kilometers, Jiangling E Fushun has set a new benchmark for cost-performance in the industry [1]. Group 2: User Pain Points in Urban Distribution - Drivers in urban logistics face significant challenges, including frequent recharging due to insufficient battery life, which can reduce daily delivery capacity from 10 to 6-7 orders, leading to decreased income [4]. - Fuel vehicles incur high operational costs, with expenses reaching 0.8-1 yuan per kilometer, while electric vehicles often fail to significantly lower these costs [4]. - The design of traditional vehicles complicates loading and unloading, especially for large items, and high noise levels (up to 70 dB) contribute to driver fatigue and safety risks [4]. Group 3: Features of the E Fushun Ming Window Version - The E Fushun Ming Window version features a full glass window design for improved lighting and visibility, accommodating various transport needs [6]. - It offers a cargo volume of 7.1-10 cubic meters, surpassing competitors by approximately 1 cubic meter, and includes side sliding doors for easier access in narrow spaces [6]. - Equipped with a CATL battery, it provides a range of 300-350 kilometers, with a low energy consumption of 15.8 kWh per 100 kilometers, translating to just 0.08 yuan per kilometer [6]. Group 4: User Benefits and Support - Jiangling offers attractive promotional policies for E Fushun users, including a zero down payment and interest-free financing option, which alleviates financial pressure [8]. - A 3,000 yuan subsidy for vehicle replacement or purchase encourages upgrades, enhancing operational efficiency [8]. - The lifetime free maintenance policy ensures vehicles remain in optimal condition, reducing long-term costs for users [8]. Group 5: Industry Impact and Future Outlook - The E Fushun Ming Window version is revolutionizing urban logistics operations with its low energy consumption, high load capacity, and adaptability to various scenarios, marking it as an "efficiency revolutionizer" in the sector [10]. - As the new energy commercial vehicle market shifts from policy-driven to demand-driven, the E Fushun model is positioned to reshape industry standards and meet user needs effectively [10].

Core Viewpoint - Guoxuan High-Tech held the 2025 Global Technology Conference, showcasing six new battery products, including the long-awaited all-solid-state battery, which has entered the pre-production phase [1] Group 1: All-Solid-State Battery - The Jinshi all-solid-state battery has achieved a 60% increase in ionic conductivity of sulfide electrolytes and significant improvements in air stability and electrode material capacity [2] - The first pilot line for the all-solid-state battery has a design capacity of 0.2 GWh and has achieved a 90% yield rate through advanced coating technologies [2] - The battery has undergone extreme testing, showing a 150% increase in single-cell capacity and a 90% reduction in pre-tension, enhancing safety performance [2] Group 2: G Yuan Semi-Solid-State Battery - The G Yuan semi-solid-state battery features a 300 Wh/kg energy density, enabling electric vehicles to achieve a range of 1000 km [5] - It incorporates a solid-state design that ensures safety even under extreme conditions, such as puncture by a 3mm steel needle [5] - Guoxuan High-Tech plans to build a 12 GWh production line for the G Yuan semi-solid-state battery, with a prototype vehicle already exceeding 10,000 km in total mileage [5] Group 3: G Xing Super Heavy Truck Standard Box - The G Xing battery has a single package capacity of 116 kWh and achieves megawatt-level rapid charging, improving charging efficiency by 30% [7] - It features a "zero degradation" technology that maintains capacity over 3000 cycles, supporting a lifespan of 12 years and over 1.2 million kilometers [7] - The product is designed for various heavy-duty applications, with immediate mass production and application planned [7] Group 4: Qian Yuan Smart Storage 20MWh Energy Storage System - The energy storage system has a capacity of 20 MWh and a design life of 25 years, leading the global market [9] - It includes a seven-level safety protection system to enhance operational safety in extreme environments [9] - The product has received over 6 GWh in orders and aims to promote the development of the energy storage industry by sharing its integrated patents [9] Group 5: Qi Chen Second-Generation Battery - The Qi Chen battery utilizes self-developed manganese iron lithium materials, achieving a high energy density of 240 Wh/kg and a 93% capacity retention at -20°C [11] - It supports fast charging within 10 minutes and meets the range requirements for electric and hybrid vehicles [11] - The battery has successfully passed rigorous thermal runaway tests, ensuring safety and reliability [11] Group 6: Axtrem Intelligent Solution - The Axtrem solution addresses the challenges of production yield, efficiency, and cost control in lithium battery manufacturing [12][13] - It aims to free human resources from repetitive tasks, allowing focus on innovation and decision-making in the green energy sector [13] Group 7: Company Vision - Guoxuan High-Tech's chairman emphasized the company's commitment to integrating into the global supply chain and contributing to the development of green energy [15]

建德市，是浙江省辖县级市，由杭州市代管，地处浙江省西部，钱塘江上游。近日，该地启 动多个新能源客车招标项目，采购人为建德市长运物资有限公司。 这3940万元的新能源客车招标大单，将会花落哪些企业呢？谁会最大赢家呢？本站将密切 关注。 根据浙江政府采购网披露的招标公告显示，建德市长运物资有限公司开设了5个独立的新能 源客车招标项目，车辆需求总数量为65辆，车辆总预算金额为3940万元。 其中， 10.5米级低入口纯电动站立位公交车 ，采购2辆，预算金额160万元，开标时间为 2025年6月6日 09:00； 9米级纯电动中型高一级公路客车 ，采购1辆，预算金额80万元，开标时间为2025年6月5 日 09:30； 8.5米级二级踏步纯电动站立位公交车 ，采购10辆，预算金额760万元，开标时间为2025 年6月9日 09:00； 6.5米级纯电动站立位公交车 ，采购7辆，预算金额420万元，开标时间为2025年6月10日 09:00； 6米级纯电动19座无站立位公交车 ，采购45辆，预算金额2520万元，开标时间为2025年 6月6日 09:00。该项目分两个标项进行，一个是25辆，预算金额1400万元；另一个 ...