Core Viewpoint - In April 2025, the overall sales of the bus market in China experienced a slight year-on-year decline of 1%, while the light commercial vehicle (LCV) market showed a year-on-year growth of 5%, indicating a mixed performance within the sector [3][19]. Group 1: Market Performance - In April 2025, the total sales of the bus market (including chassis) reached 44,500 units, a month-on-month decrease of 16% and a year-on-year decrease of 1% [3]. - The light commercial vehicle market sold 36,100 units in April, with a month-on-month decline of 16% but a year-on-year increase of 5%, marking a recovery from a 2% decline in March [3][7]. - The market share of light commercial vehicles in the bus market reached 81.04% in April, slightly up from 80.57% in March, and 81.45% for the first four months of the year, compared to 77.18% for the entire year of 2024 [3][5]. Group 2: Historical Trends - An analysis of the light commercial vehicle sales over the past five years shows a trend of increase-decrease-increase, with April 2025's sales ranking second highest in the last five years, only 3,800 units less than the peak in April 2021 [5]. - The cumulative sales for the first four months of 2025 reached 137,900 units, the highest in five years, although not significantly higher than the second and third highest years [5][14]. Group 3: Company Performance - In April 2025, among the top ten companies in the light commercial vehicle market, four experienced sales growth while six saw declines, with notable increases from Changan (50%), Jiangling (13%), Xiamen Jinlong (136%), and Yutong (39%) [9][12]. - For the first four months of 2025, six out of the top ten companies reported sales growth, with Changan, Jiangling, and Dongfeng showing significant increases in market share [16][17]. - The top five companies accounted for over 80% of the market share in April, with Changan leading at 30.11%, followed by Jiangling at 24.53% and Dongfeng at 19.21% [12].

近日，佛山市飞驰汽车科技有限公司在佛山市公共资源交易中心南海分中心组织的氢能车辆 运营平台采购项目中脱颖而出，成功中标500辆轻型燃料电池冷藏车采购包组，中标金额达 2.875亿元。此次中标不仅创下了公司本年度单笔订单金额新高，更以57.5万元的标杆性单 价，充分彰显了公司在氢能商用车领域强大的成本控制能力和领先的技术优势。 | | (包组一) | | | --- | --- | --- | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | 佛山市飞驰汽车科技有限公司 | 佛山市南海区里水镇红兴路2号(住所申报) | 575,000.00 | | | (包组二) | | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | | (包组三) | | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | 氢装前行汽车运营(佛山)有限公司 | 广东省佛山市南海区狮山镇信息大道力合科技园76栋106室 | 575,000.00 | | | | ( Ran -- ) | | | | | --- | --- | --- | --- | --- | --- | | 项目名称 | 采购标的 ...

4月的"重卡第一影响力指数"与市场同步迎来了7%的增长。 据第一商用车网统计，在2025年4月（2025年3月31日-2025年4月27日）的4周内，国内9 家主流重卡品牌"重卡第一影响力指数"的总得分为2238分，环比（2045）增长9%，同比去 年同期（2088）增长7.2%。 经历前几个月的蛰伏，4月"重卡第一影响力指数"迎来了与市场销量的同步复苏。同时，从4 月起，我们对"重卡第一影响力指数"的统计事项进行了调整，增加了"视频号传播"统计，也 助推了总得分的增长。 2025年4月"重卡第一影响力指数"大事件统计 | 企业 | 传播事件 | 进 | 主推车型 | 地点 | 点评 | | --- | --- | --- | --- | --- | --- | | | 10000 辆 新能源子 | | J6L 纯电 | 山东 | 此次交付的子母车是一汽 | | | | | | | 解放在技术与场景深度融 | | 汽解放 | | 大单 | | | 合的创新成果,实现了"高 | | | 母车战略 | | 动牵引车 | 邹城 | 效运营"与"绿色环保" | | | 合作 | | | | 的双重突破 | | | | ...

Core Viewpoint - The event held on May 18 announced the launch of the 75 standardized battery swap block and a comprehensive battery swap solution for heavy-duty trucks, aiming for a 50% market penetration rate within three years and a nationwide battery swap network by 2030 [1][3]. Group 1: Industry Development - Shanxi province is accelerating the electrification of heavy-duty trucks and the battery swap industry to support energy transformation [3]. - The Ministry of Transport emphasizes policy support to promote the integration of transportation and energy [3]. - The industry is expected to experience explosive growth in the next three years, achieving a 50% electrification rate in the heavy-duty truck sector [3]. Group 2: Product Features - The 75 standardized battery swap block has three core advantages: lowest lifecycle cost per ton-kilometer, highest safety standards, and perfect adaptation to standardized battery swap needs [3]. - The Qiji battery swap solution aims for standardization, economic efficiency, and compatibility with 95% of mainstream models, showcasing a future super hub station capable of over 700,000 kWh of daily battery swaps [5]. Group 3: Economic Benefits - Heavy-duty trucks using the Qiji battery swap system can save 0.62 yuan per kilometer compared to diesel trucks, translating to an annual savings of over 60,000 yuan [7]. - Compared to LNG trucks, the savings are 0.2 yuan per kilometer, leading to an annual saving of over 20,000 yuan [7]. Group 4: Infrastructure Development - By 2025, the goal is to establish 300 battery swap stations in 13 core regions, covering major transport routes [7]. - The plan includes a nationwide battery swap network by 2030, covering 80% of trunk transport capacity with a total length of 150,000 kilometers [7]. Group 5: Collaborative Efforts - The company is collaborating with various stakeholders to accelerate the construction of the battery swap ecosystem, including partnerships with transportation departments and financial institutions [9]. - The "Datong Declaration" was released, committing to industry upgrades and the promotion of battery swap standardization and networking [10].

2025年4月份，我国新能源重卡整体销量同比暴涨245%，单月销量达到破纪录的1.58万辆！ 作为新能源重卡市场占比最高的细分领域，新能源牵引车表现如何？跑赢还是跑输？ 请看第一商用车网的分析报道。 新能源牵引车4月实销1.16万辆 ，同比大增364% 根据第一商用车网最新掌握的终端销量数据（注：本文数据来源为交强险实销口径，不含出口 和军车，下同），2025年4月份，国内新能源重卡销售1.58万辆，环比今年3月份增长5%， 同比增长245%。其中新能源牵引车销售1.16万辆，环比增长6%，同比增长364%，同比增 速较上月（+290%）扩大74个百分点，继续呈现暴涨之态。与新能源重卡市场整体走势相 同，新能源牵引车市场在2025年4月份也交出环比、同比双增的成绩单，而新能源牵引车市场 的增速比新能源重卡市场整体增速更高（高出119个百分点）。 2025年4月份，新能源牵引车在新能源重卡市场占到73.20%的份额，较上月（72.74%）小 幅增长。今年1-4月，新能源牵引车在新能源重卡市场占到72.56%的份额，较2024年全年 67.99%的占比明显提升，与去年同期相比则提升了超16个百分点（如上图）。根据 ...

"了解客户的真实需求，就是要站在车主的角度去考虑问题，挖掘其真实的需求，这样才能始 终站在正确的方向上。" 转眼间，2025年已进入第二季度，在重卡行业经历巨变的当下，贞元车轮作为零部件厂商有 何不同的感受，又该如何应对这场行业变革？近日，第一商用车网再次来到位于山东聊城的国 家级专精特新"小巨人"企业——贞元车轮，就市场关心的热点话题，专访了山东贞元汽车车轮 有限公司总经理胡鹏飞。请看第一商用车网的报道。 前4月同比增12% 看好重卡市场前景 作为重卡供应链的重要一环，贞元车轮的市场表现与重卡市场的终端销量息息相关。然而，从 当下的市场表现来看，燃油车、燃气车销量均出现下滑，贞元车轮在大环境承压的市场中表现 如何，又将如何实现自身业务的突破呢？ "经过今年一季度紧锣密鼓的排产，目前，公司已经完成了急单的生产、交付工作，进入到日 常的生产节奏中。按照计划，2025年，贞元车轮的市场目标是在去年的基础上增长10%，但 从1-4月的实际数据来看，贞元车轮完成了12%的同比正向增长。"尽管商用车市场，尤其传 统能源重卡产品的销量减少，但是，胡鹏飞对于公司在今年下半年的市场表现，仍然信心满 满，而终端市场的销量数据， ...

Core Viewpoint - The article highlights the innovation and development in the specialized vehicle industry showcased at the Specialized Vehicle Technology Exhibition held in Shiyan, Hubei, emphasizing the integration of advanced technologies and the push towards high-end, intelligent, and green vehicles [1][45]. Group 1: Autonomous Vehicles - Guorui Intelligent presented three models of L4 level autonomous commercial vehicles, including a refrigerated truck, a street sweeper, and a logistics vehicle, showcasing their expertise in the automotive equipment sector [3][5][8]. - Dongfeng Special Automobile exhibited an L4 level autonomous logistics vehicle and a light passenger vehicle capable of both manual and autonomous driving, featuring advanced technologies for complete autonomous operation in various environments [7][9][10]. Group 2: New Energy Specialized Vehicles - Dongfeng Commercial Vehicles showcased two pure electric chassis products, demonstrating their leading R&D capabilities and market application in the new energy specialized vehicle sector [11]. - The Dongfeng Tianjin pure electric street sweeper chassis is designed for urban main roads and heavy-duty cleaning tasks, featuring an upgraded EBS braking system and enhanced low-temperature adaptability [14]. - Another model, the Dongfeng Tianjin pure electric cleaning vehicle chassis, is tailored for complex environments like urban roads and construction sites, with a high protection level for its electrical systems [17][20]. Group 3: Drone Firefighting Vehicles - Hubei Yizhuan, Shenzhen Dongfeng (Shiyan) Automobile, and Xunjie An Emergency Equipment Technology showcased drone firefighting vehicles, highlighting their multifunctional capabilities for various firefighting scenarios [23][24][26]. - The Hubei Yizhuan drone firefighting vehicle, based on the Dongfeng Tianjin chassis, can effectively combat fires in mid to high-rise buildings and forests, with a firefighting range of up to 150 meters [23]. - The Xunjie An drone firefighting vehicle integrates heavy-load drones with firefighting capabilities, designed for urban high-rise fire rescue operations [26]. Group 4: Diverse Specialized Vehicle Offerings - Shiyan Jishen Automobile presented three models of camper vans based on Iveco chassis, showcasing the diversity in specialized vehicle offerings [31]. - Jianghuai and Jiangling also displayed modified camper vans based on their respective chassis, indicating a growing trend in the leisure vehicle market [32][33].

Core Viewpoint - Weichai's launch of the second generation of mining power products marks a significant advancement in the engineering machinery power sector, breaking international monopolies on key technologies and accelerating the process of self-control in the industry [1][5][7]. Group 1: Market Context - The mining industry is essential for industrial development, especially in Belt and Road countries and economically underdeveloped regions, presenting vast market potential [3]. - International mining equipment giants are increasingly focusing on the Asia-Pacific market, leading to a breakdown of the domestic and international market divide [3]. - The reliance on imported core components for large mining equipment has become a pressing issue, particularly in high-profit areas like large excavators and rigid mining trucks [3][5]. Group 2: Weichai's Competitive Advantage - Weichai is positioned as the only company capable of providing mature and reliable engine solutions for rigid mining trucks, backed by nearly 80 years of experience in the internal combustion engine industry [5]. - Weichai holds the leading market share in the domestic engineering machinery sector, with over 80% market share in the wide-body dump truck segment [5]. - The WP13G530 engine, developed by Weichai, has been integrated into all major equipment brands, with a market presence exceeding 100,000 units [5]. Group 3: Product Launch and Features - The second generation of mining power products was unveiled at a conference in Ordos, which is strategically located and resource-rich, reflecting Weichai's understanding of market needs [7][8]. - The new product line includes the M series with displacement ranging from 19.6L to 87.5L and power output from 522kW to 2800kW, suitable for various large mining equipment [12]. - The M series products boast competitive advantages such as 5000-meter high-altitude adaptability, 5% lower fuel consumption compared to competitors, and a 20,000-hour overhaul cycle [12]. Group 4: Strategic Initiatives - The launch event served as a platform for showcasing Weichai's technological innovations and fostering communication with clients, emphasizing the company's commitment to accelerating the industry's self-control process [10][11]. - Weichai's new products are designed with high reliability, low fuel consumption, and intelligent features, aligning with the industry's shift towards smart upgrades [11][12]. - The introduction of alternative fuel engines, such as methanol and natural gas, demonstrates Weichai's response to the demand for sustainable mining solutions [12]. Group 5: Future Outlook - Weichai aims to continue enhancing its understanding of customer needs and providing high-value products across various sectors, reinforcing its competitive edge in the market [15].

近日，江淮1 van旗下全系新能源车型将于5月18日焕新上市。以产品创新与服务升级为核 心，5款车型重磅来袭，5地头部经销商鼎力加持，首任车主三电系统终身质保，开启绿色运 力新时代，加速新能源商用车的规模化普及。 全系焕新 精准覆盖多元场景 聚焦技术升级与用户需求，此次江淮1 van全系新能源焕新上市，预计推出五大系列车型，以 多场景、高价值的产品布局，覆盖城配物流、短途运输等多元商用场景。 其中，恺达U7主推宁德时代64度电池车型，兼顾续航与装载能力。恺达EX6推出3种场景产 品，包含搭载亿纬55度/66度电池的车型、主打低货台设计的快捷版，以及即将推出的蓝猫明 窗版则以轻量化设计和实用功能，适配城市短途运输场景。 恺达U7-宁德64度，全新一代纯电轿卡，大电量更能跑，工况续航320km，驾驶室内宽 1750mm，横向大空间智能驾舱，14寸高清智慧大屏，搭载倒车影像、无线充电、ABS等丰 富智能配置，年轻卡友轻松上手，驾乘更舒适。 技术方面，恺达EX6后续将要推出宁德70度车型，搭载行业领先的2C充电技术，充电效率较 行业主流大幅提升，显著缩短补能时间，提升运营效率，助力用户实现"快充快跑"。 服务方面，江 ...

5月16日，建德市长运物资有限公司6米级纯电动19座无站立位公交车采购项目的公开招标公 告发布。总预算金额为2520万元，招标45辆6米级纯电动19座无站立位公交车。 一、项目基本情况 项目编号：JDBWCG2025-070 项目名称：建德市长运物资有限公司6米级纯电动19座无站立位公交车采购项目 预算金额（元）：25200000 最高限价（元）：14000000,11200000 采购需求： 标项一 标项名称: 标项一：采购6米级纯电动19座无站立位公交车25辆 预算金额（元）：14000000 简要规格描述或项目基本概况介绍、用途： 标项一：采购6米级纯电动19座无站立位公交车 25辆 本项目（否）接受联合体投标。 二、申请人的资格要求 1.依法设立：申请人应为中华人民共和国境内依法注册的、具有独立法人资格的单位或其他组 织 2.财务要求：申请人应承诺中选后向采购人开具符合采购人要求的增值税专用发票 3.本项目的特定资格要求：无 三、获取招标文件 标项二 标项名称: 标项二：采购6米级纯电动19座无站立位公交车20辆 预算金额（元）：11200000 简要规格描述或项目基本概况介绍、用途： 标项二：采购6 ...