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600千瓦电机惊艳亮相!重汽这12款新车蕴藏哪些杀招?
第一商用车网· 2025-07-18 06:56
Core Viewpoint - China National Heavy Duty Truck Corporation (CNHTC) has achieved a "six consecutive championships" in heavy truck market sales, with a market share of 27.6%, driven by its strategic grasp of policy benefits, deep understanding of market pain points, and strong product capabilities [1] Group 1: Market Performance - In the first half of 2025, CNHTC secured the top position in heavy truck sales, marking a rare "five consecutive increases" in performance [1] - The company has submitted 12 new models of tractors in the 396th batch of new vehicle announcements, leading all brands in the number of submissions [2][3] Group 2: New Energy Strategy - Among the 12 new tractor models, 11 are electric, indicating a significant shift towards new energy vehicles, while only one is a Euro VI diesel model [2][3] - CNHTC's push for new energy vehicles includes a hybrid gas-powered tractor that addresses both cost reduction in gas-rich areas and range anxiety for electric vehicles [2] Group 3: Product Details - The new models include various configurations, such as the heavy-duty electric tractors from the Shandeka brand, which have a peak power of up to 600 kW (approximately 816 horsepower), setting a new industry benchmark [10][14] - The new energy tractors feature diverse battery configurations sourced from multiple suppliers, enhancing their market competitiveness [10][13] Group 4: Future Outlook - With the continuous release of policy benefits and improvements in charging infrastructure, CNHTC is expected to create new growth opportunities in the new energy heavy truck market in the second half of 2025 [16]
山东重工新能源重卡半年销2.4万辆!潍柴/重汽/陕汽实力如何?
第一商用车网· 2025-07-18 06:56
Core Viewpoint - The rapid growth of the new energy heavy truck industry, with Shandong Heavy Industry Group reporting a 242% year-on-year increase in new energy heavy truck sales to 24,000 units in the first half of 2025, highlights the company's strong technological foundation and product matrix in the new energy sector [1]. Group 1: Technological Advancements - Shandong Heavy Industry's Weichai Power provides comprehensive power solutions for new energy vehicles, with over 100 battery products ranging from 2-1000 kWh, more than 30 motor products with power from 60-600 kW, and over 20 electronic control products rated at 100-350 kW [1]. - The company has developed a robust product matrix covering all scenarios and technical routes, including electric, hybrid, and hydrogen fuel technologies, with China National Heavy Duty Truck achieving full series coverage in new energy products [2]. - Shaanxi Automobile's revolutionary new energy 2.0 products feature fully autonomous three-electric systems, setting new industry benchmarks for vehicle economy and reliability [4]. Group 2: Market Performance and Expansion - Shandong Heavy Industry has successfully addressed the core pain points of range anxiety in new energy commercial vehicles, achieving significant weight reduction and improved range through innovations like the dual-motor two-speed electric drive bridge [6]. - The company's new energy products are gaining traction both domestically and internationally, with notable achievements including the delivery of 200 new energy light trucks in Shanghai and a record order of 895 pure electric buses to Chile [6]. - The establishment of a 50 GWh new energy power industry park in Weichai (Yantai) signifies the company's commitment to advancing its new energy business and driving a green transformation in the industry [7].
江淮/重汽/东风争前二 远程暴涨672% 上半年中卡销6万辆谁夺冠?| 头条
第一商用车网· 2025-07-16 02:28
Core Viewpoint - The medium truck market in China has experienced a significant decline, with a cumulative sales drop of 15% in the first half of 2025, and a year-on-year decrease of 30% in June, marking the fourth consecutive month of decline [1][22]. Sales Performance - In June 2025, the medium truck market sold 10,100 units, representing a month-on-month increase of 31% but a year-on-year decrease of 30% [4][10]. - Cumulatively, from January to June 2025, the medium truck market sold 59,500 units, which is approximately 10,600 units less than the same period last year [6][20]. Market Trends - The medium truck market has shown a fluctuating trend over the past five years, with June 2025 sales being the second lowest in this period [6]. - The market has experienced a pattern of increase and decrease, with notable sales peaks and troughs in June of previous years [6]. Company Performance - In June 2025, among the top ten companies in the medium truck market, five experienced sales growth while five saw declines [11]. - Leading companies such as Heavy Truck, Qingling, BYD, Shaanxi Automobile, and Yuchai reported significant year-on-year growth rates of 66%, 12%, 105%, 263%, and 443% respectively [11]. - Conversely, some companies faced severe declines, with one company experiencing a 75% drop in sales [11]. Market Share - In June 2025, the top ten companies held a combined market share of 98.13%, with the top five companies accounting for 81.56% [14]. - The leading company, Jiefang, sold 3,818 units, capturing a market share of 37.96% [14]. - The cumulative market shares for the first half of 2025 showed that Jiefang, Jianghuai, Dongfeng, and Heavy Truck each held over 10% of the market [20]. Future Outlook - The medium truck market is currently facing challenges, with questions surrounding when it will regain growth and whether there is potential for a turnaround in 2025 [22].
牵引车上半年销27万辆!重汽超7万 福田份额大涨 徐工/远程翻倍 | 头条
第一商用车网· 2025-07-11 22:33
2025年6月份,重卡市场整体销量接近10万辆,同比实现37%的增长。此前已连续三个月跑 输重卡市场"大盘"的牵引车市场能否同步实现大增?跑赢还是跑输?2025年已然过半,牵引 车行业格局又有何变化? 请看第一商用车网的分析报道。 6月销售4.9万辆,环比增长12%,同比增长31% 纵观近五年6月份牵引车市场销量及增幅走势图,最近五年的6月份,牵引车市场走出一个降- 降-增-降-增的走势(与重卡市场整体走势相同),五年中有三年6月份销量超过4万辆,其中 2021年6月份销量达到8.15万辆,2022年6月份出现超6成大降,跌至不足3万辆水准;随后 2023年6月份和2024年6月份先后经历近6成大增和近2成下降,2024年6月份销量再次不足4 万辆,2025年6月份牵引车市场同比增长31%,4.89万辆的销量在近五年里排第二位,比五 年最高的2021年6月份少销售约3.3万辆,比去年6月份净增长超1.1万辆。 从累计销量看,2025年1-6月,牵引车市场累计销售27.02辆,在近五年里看同样是第二高, 但其实与前两年处于同一水平,比去年1-6月的26.58万辆小幅增长2%,净增长4000余辆, 累计销量增幅重 ...
车圈一个月换了35名高管,六大车企集体换防,东风一口气调整600人
创业邦· 2025-07-11 09:21
以下文章来源于车东西 ,作者迩言 车东西 . 未来汽车看车东西!智能汽车产业专业新媒体车东西专注智能汽车产业创新,重点关注自动驾驶、智能 座舱、整车创新等;用专业视角,大众认知传播智能汽车新技术新体验。 一个月超30位高管岗位调整,中国前6大自主车企集体换防。 来源 丨 车东西(ID:chedongxi) 作者 丨 郭月 图源 丨 Midjourney 车圈掀起新一轮人事飓风,据车东西不完全统计,在刚刚过去的一个月内,有15家车企进行了高管岗 位调整。 这其中就包括了2025年上半年国内自主车企销量前6名玩家,分别是比亚迪、吉利、上汽、奇瑞、长 安、长城, 奇瑞更是进行了多轮调整 。 除了长安和上汽外,东风、中国重汽、江淮这3家国有车企都在换人,东风汽车人员调整规模甚至高 达600人。 与此同时, 理想、蔚来两家新造车企业的技术高管也在流失。 人事变动的飓风也席卷了全球汽车市场,海外汽车品牌特斯拉、大众汽车集团、奔驰、宝马也都传出 了人事变动的消息。 值得注意的是,这场人事风暴中, 15位副总岗位变动,比亚迪、长城、上汽都更换了品牌总经理。 人事变动的频繁与剧烈,恰恰反映出2025年下半年车圈竞争进入白热化阶 ...
商用车行业2025年度中期投资策略:政策托底需求企稳,新能源创造机遇
Changjiang Securities· 2025-07-09 09:44
行业研究丨深度报告丨汽车与汽车零部件 [Table_Title] 政策托底需求企稳,新能源创造机遇——商用车 行业 2025 年度中期投资策略 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 把握长期出海趋势及内需新能源化新机遇。展望 2025 年,预计重卡销量达 103 万辆,同比 +14.7%。大中客车预期销量 12.4 万辆,同比增长 7.7%。以旧换新托底内需,新能源重卡、旅 游客运车及客车出海高景气。重点推荐:宇通客车、潍柴动力、中国重汽等。 分析师及联系人 [Table_Author] SFC:BUW101 请阅读最后评级说明和重要声明 2 / 39 %% %% %% %% research.95579.com 2 高伊楠 张永乾 张扬 SAC:S0490517060001 SAC:S0490524030002 SAC:S0490524030004 [Table_Summary2] 重卡总量:以旧换新政策托底,全年仍可保持增长 2025 年 1-4 月重卡批发销量为 35.3 万辆,同比-0.6%,行业上牌销量为 22. ...
重汽/福田/江淮等刮起人事风暴! 6月车企高层换防透露哪些信号?| 头条
第一商用车网· 2025-07-06 13:15
6月以来,商用车行业多家企业陆续发布人事调整公告,从董事长到高管团队均出现重要变 动,涉及中国重汽、福田汽车、江淮汽车和金龙汽车等多家头部企业。 中国重汽(香港):刘正涛接棒董事长,多项架构调整落地 6月27日,中国重汽(香港)有限公司发布重要公告,宣布多项高层人事变动及董事委员会架 构调整。 在高层人事变动方面,董事会宣布自2025年6月27日起:王志坚辞任董事长、执行董事、执 行委员会主席及战略及投资委员会主席;原执行董事刘正涛获委任为董事长、执行委员会主席 及战略及投资委员会主席,并辞任总裁;刘伟获委任为执行董事、总裁、执行委员会成员及战 略及投资委员会成员;王德春辞任执行总裁;韩峰获委任为执行董事及执行委员会成员。 在委员会架构调整上,公司宣布自同日起设立ESG委员会,韩峰和王登峰获委任为成员,刘伟 任主席。此外,审核委员会由刘霄仑、程广旭、王登峰组成,刘霄仑任主席;薪酬委员会由吕 守升、梁青、张忠组成,吕守升任主席;提名委员会由张忠、李霞、吕守升组成,张忠任主 席。 中国重汽济南卡车股份:总经理与董事会秘书换人 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公司高级管理人员及变更董事会 秘书 ...
汽车行业周报:长安汽车计划在欧洲建厂,尊界S800大定突破6500台-20250706
CMS· 2025-07-06 10:03
Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector [4]. Core Insights - The automotive industry saw a slight increase of 0.2% from June 29 to July 5, with various new energy vehicle manufacturers reporting significant sales growth [1][22]. - Notable performances include Leap Motor's delivery of 48,000 units in June, a year-on-year increase of over 138%, and Xiaopeng Motors' delivery of 35,000 units, a year-on-year surge of 224% [22]. - Changan Automobile plans to establish a factory in Europe to support its sales strategy, aiming to expand into at least 10 European markets by the end of 2025 [27]. - BYD launched its flagship luxury MPV, the M9, in Mexico, marking a significant step in its high-end new energy market strategy [23]. Market Performance Overview - The automotive sector's overall market performance was positive, with secondary segments like motorcycles and commercial vehicles showing notable increases of 5.1% and 1.5%, respectively [11]. - The report highlights that the automotive industry has a total of 259 listed companies with a total market capitalization of 4,051.4 billion [4]. Company-Specific Developments - Leap Motor's June deliveries reached 48,000 units, while Hongmeng Zhixing delivered 53,000 units, and the Wanjie brand delivered 45,000 units [22]. - The report emphasizes the strong sales potential of models like the Changan S800, which achieved over 6,500 pre-orders in its first month [23]. - The report recommends focusing on companies with strong sales performance or potential blockbuster vehicles, including BYD, Seres, Great Wall Motors, and Jianghuai Automobile [8]. Recent Vehicle Launches - Xiaopeng G7, a new AI smart family SUV, was launched with a price range of 195,800 to 225,800 yuan, featuring advanced AI capabilities [26]. - The report also notes the upcoming launches of new models from various manufacturers, including the i8 from Ideal Motors and the B01 from Leap Motor [21].
东风获多个千辆大单 重汽/解放/福田订单不断!6月重卡市场火热 | 头条
第一商用车网· 2025-07-05 13:35
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 ...
重汽2.3万夺冠!三巨头破1.6万,福田翻倍!6月重卡狂飙9.4万辆 | 光耀评车
第一商用车网· 2025-07-02 15:56
6月份,重卡销量同比环比全面上涨,以9.4万辆、同比大增32%收官,可谓是大超预期。在 这个上半年的最后一个月份里,各家主流企业取得的成绩如何?跑赢"大盘"的企业多吗? 请看第一商用车网带来的分析报道。 6月重卡"狂飙"9.4万辆,批发、终端全面上涨 根据第一商用车网最新掌握的数据,2025年6月份,我国重卡市场共计销售约9.4万辆(批发 口径,包含出口和新能源),环比今年5月上涨6%,比上年同期的7.14万辆上涨约32%。这 是重卡市场自今年4月份以来的同比三连涨,且涨幅逐月扩大——4月份销量同比增长6.5%, 5月份同比增长13.6%,6月份销量扩大至32%。而且,这也是重卡市场连续两个月实现环比 上升! 9.4万辆放在最近几年来看,高于2022年6月(5.5万辆)、2023年6月(8.6万辆)和2024 年6月销量(7.1万辆),可以说是大超预期。累计来看,今年1-6月,我国重卡市场累计销量 约为53.53万辆,同比增长约6%。 作为"传统淡季"的6月份,重卡销量同比环比全面上涨、实现市场"大逆转"的首要原因,无疑 是环保政策。截止到5月底,几乎所有省市自治区的货车以旧换新细则都已完成落地,对重卡 新车 ...