Group 1 - Major automotive companies have committed to standardizing supplier payment terms to within 60 days, responding to the revised "Regulations on Ensuring Payment to Small and Medium-sized Enterprises" issued by the State Council [2][4] - Companies such as China FAW, Dongfeng Motor Group, Changan Automobile, and GAC Group have publicly announced their commitment to this payment term [2] - BYD, amidst public scrutiny, also pledged to unify supplier payment terms to 60 days to support the healthy development of small and medium enterprises [2][4] Group 2 - SAIC Motor Group not only committed to the 60-day payment term but also stated it would not use commercial acceptance bills to avoid increasing financial pressure on suppliers [3] - The revised regulations, effective from June 1, 2023, specify that large enterprises must pay small and medium enterprises within 60 days of delivery [4] - Suppliers have expressed the need for clarity on the payment process, specifically how the 60-day period is calculated, to avoid complications [4] Group 3 - The automotive supply chain financial platforms, such as BYD's DiChain and Great Wall's Great Wall Chain, are prevalent among major automotive companies, providing financing options for upstream and downstream partners [5] - Analysts highlight that the existence of these financial platforms raises concerns about whether companies are intentionally extending payment terms to shift financial burdens onto suppliers [5] - The automotive parts industry has seen an increase in accounts receivable turnover days, indicating potential cash flow issues for suppliers [6]

作为福田汽车氢能战略的核心落子，这座集氢燃料发动机、电驱桥、储氢系统等产品生产制造 于一体的福田卡文汽车氢动力系统工厂，深度承接福田汽车氢能源技术优势资源，链合国际先 进氢装备生产制造工艺，具备全自主、全流程制造能力，并于5月30日在北京正式投产。 这标志着福田汽车在氢能商用车领域的全产业链布局进入新阶段——依托福田汽车多年的技术 积累与全球化资源整合能力，福田卡文汽车氢动力系统工厂将成为引领商用车氢燃料电池系 统、储氢技术等领域的核心"氢"驱力。 智慧工厂，引领绿色智能制造 福田卡文氢动力系统工厂的投产，是福田汽车"全面新能源化、全面国际化、全面智能化"战略 的生动实践。福田卡文汽车氢动力系统工厂，通过整合福田汽车在氢燃料领域的核心技术，建 成三大专业化生产线：氢燃料电池发动机生产线实现氢燃料电池发动机生产组装与测试一体 化；重型电驱桥生产线集成装配线、测试线、变速箱装配线；车载储氢系统生产线覆盖中卡/ 重卡等系列车型需求，其中 300kW 氢燃料电池发动机生产线在全工序装配与气密测试环节， 全部采用拧紧电枪，匹配可视化操作系统、智慧物流 AGV 配送系统，构建起高效智能的制造 体系。 作为国内较早布局氢燃 ...

Core Viewpoint - The domestic commercial vehicle market in China has entered a stage of stock competition, prompting companies to focus on overseas markets for growth opportunities. Major truck manufacturers are accelerating their international strategies, particularly with significant developments expected by 2025 [1][2]. Group 1: Company Strategies and Achievements - FAW Jiefang aims to achieve global sales of over 500,000 units by 2030, with 180,000 units from overseas markets, representing over one-third of total sales [2][4]. - In 2025, FAW Jiefang has made significant progress in overseas markets, including signing contracts for 500 units in Vietnam and 10,000 units in the Philippines [4][6]. - China National Heavy Duty Truck Group (CNHTC) has maintained its position as the top exporter of heavy trucks in China for 20 consecutive years, with a record export of 135,000 heavy trucks in 2024 [7][9]. - Foton Motor has launched a localized manufacturing project in Brazil, with an annual production capacity of 5,000 units, and reported a 180% year-on-year increase in sales in Brazil in Q1 2025 [12][13]. - Dongfeng Group plans to establish a company in Indonesia and aims to export 40,000 commercial vehicles by 2025, focusing on localized operations and market penetration [18][19]. Group 2: New Entrants and Market Expansion - New entrants like DeepWay, SuBao, Proton, and WeiDu are also prioritizing overseas market expansion, with significant investments and partnerships established in various regions [25][26]. - SuBao is investing 350 million yuan in an overseas manufacturing base, expected to be operational by the end of 2025, to provide localized solutions for Europe and the Middle East [26]. - WeiDu Technology secured a 36 million CAD order for long-range electric heavy trucks in Canada, marking its entry into a new international market [28]. - Proton Automotive has initiated its first exports of hydrogen fuel heavy trucks to Australia, expanding its footprint in the renewable energy vehicle sector [30]. - DeepWay has made strides in Southeast Asia, signing multiple dealer agreements and securing orders in Singapore, Thailand, and Malaysia [32][34]. Group 3: Market Trends and Future Outlook - The ongoing globalization trend presents both opportunities and challenges for Chinese truck manufacturers, emphasizing the importance of overseas market strategies for future growth [26][35]. - The competitive landscape is expected to evolve, with Chinese companies likely to feature prominently in the global truck manufacturing sector by 2030 [36].

张文彬介绍，此次暂停营运主要是由于福田综合交通枢纽升级改造的需要。"按照整体规划，福田汽车站需要从枢纽的一二层搬到枢纽的负一层来运 营。待升级改造完成后，就恢复运营，暂停运营时间大概有五个月。" 央广网北京6月8日消息（记者周尧 何俊儒）据中央广播电视总台中国之声报道，汽车客运站是城市交通的重要枢纽，人头攒动，车辆进出不绝。如今 走进不少城市的长途客运站，空荡的候车厅、稀疏的乘客、关闭的售票窗口成了常态。 交通运输部数据显示，2024年全国汽车客运量比2019年下降57.8%，2025年第一季度继续下滑11.2%。6月3日，深圳福田汽车客运站暂停营运，全国长 途客运站"关停潮"持续蔓延。这也让我们不禁思考，从前客运站如织的客流涌向何方？长途汽车站的下一站会在哪里？城市交通转型升级究竟该如何走向深 入？ 长途客运站"关停潮"又增一员 如今，您有多久没有买过长途客车票了？本周，长途客运站"关停潮"又增一员，这就是建于1988年的深圳福田汽车客运站。它曾是深圳交通网络中的重 要节点，高峰期开通了广东21个地市100余条班线，以及海南、广西、湖南、湖北、江西、福建、四川、重庆等90余条省际班线。6月3日，这座客运站的 ...

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 | | --- | --- | --- | --- | --- | --- ...

Core Insights - Foton Motor is experiencing strong growth in market share and user recognition, driven by technological innovation, product iteration, channel expansion, and high-quality service [1] - The company reported cumulative sales exceeding 270,000 units from January to May 2025, marking a year-on-year increase of 9.8%, with significant growth in new energy vehicles and heavy trucks [1][4] - Foton's strategic transformation towards "comprehensive internationalization, comprehensive electrification, and comprehensive intelligence" is a reflection of its ambition to become a world-class enterprise [3][4] Sales Performance - From January to May 2025, Foton's cumulative sales reached over 270,000 units, a 9.8% increase year-on-year [1] - New energy vehicle sales surged to over 40,000 units, representing a 167.7% year-on-year growth [1] - Heavy truck sales exceeded 50,000 units, showing a year-on-year increase of 67.6% [1] - The overseas market also saw significant growth, with cumulative sales surpassing 60,000 units [1] Strategic Goals - Foton aims to achieve a sales target of 12 million units by 2025, building on its historical success of becoming the first Chinese commercial vehicle manufacturer to exceed 10 million units in sales [3][4] - The company is responding to global trends in electrification and smart technology, with a focus on enhancing its competitive edge in the commercial vehicle sector [4][6] Technological Advancements - Foton has been proactive in developing core technologies in the new energy sector since 2003, including hybrid, electric, and hydrogen fuel cell technologies [8] - The company has established a comprehensive ecosystem through its "Aiyike" brand, integrating energy, leasing, and used vehicle services [8] - Foton is also advancing in smart vehicle technology, with developments in intelligent cockpit software, vehicle networking platforms, and autonomous driving capabilities [9] Global Expansion - Foton has built a global presence with 32 localized factories and has made significant inroads in markets such as Europe, Thailand, Chile, Colombia, and the Philippines [7] - The company’s international strategy has been a core focus since 2004, establishing a robust global supply chain to support its growth [7] Industry Impact - Foton's "three comprehensive" strategy aims to enhance its global competitiveness and contribute to China's transition from a manufacturing powerhouse to a leader in intelligent manufacturing [11] - The company is positioned to elevate China's voice in the global commercial vehicle market, leveraging its technological leadership and sustainable profitability [11]

今年5月，重卡行业的批发销量、国内终端销量、电动重卡、柴油重卡都实现了同比上涨，可 谓"喜大于忧"。在这个超出市场预期的月份里，各家主流企业交出的"成绩单"如何？ 请看第一商用车网带来的分析报道。 5月重卡"两连涨"，终端、电卡、油卡大增 今年5月，重卡市场保持了连续同比增长，让人们在悲观中看到了曙光。 再看电动车。今年初至今，新能源重卡以极低的使用成本和较高的收益，在中短途货运市场上 持续热销，并且已经有部分大电量车型驶上了中距物流场景。再加上货车以旧换新政策带来的 旧车置换电卡，第一商用车网预计5月份新能源重卡销量超过1.5万辆，同比增长约为1.9倍， 单月的行业渗透率超过23%。这已经是新能源重卡连续三个月销量超过1.5万辆、月度渗透率 连续三个月超过20%，史无前例。 2019-2025年我国重卡市场销量月度走势图（单位：辆） 根据第一商用车网最新掌握的数据，2025年5月份，我国重卡市场共计销售各类车型约8.5万 辆（批发口径，包含出口和新能源），环比小降3%，比上年同期的7.82万辆上涨约9%。这 也是重卡市场自今年4月份以来的两连涨。 8.5万辆放在最近八年来看，高于2022-2024年5月的近 ...

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].

根据市场公开信息及6月3日披露的机构调研信息，知名私募鸿道投资近期对1家上市公司进行了调研， 相关名单如下： 机构简介： 北京鸿道投资管理有限责任公司创立于2010年3月，由原华夏元老级明星基金经理孙建冬创办，基金业 协会登记备案号P1000280，拥有证券私募基金"3+3"投资顾问资格。公司已成功发行过鸿道全球优选、 创新改革系列等六十几只私募基金产品，是国内知名的私募证券投资基金。公司核心人员来自国内大型 基金管理公司、资产管理公司和证券公司，具有丰富的投资研究和资产管理经验，历经多次牛熊市考 验，投资业绩持续表现优异。公司依托独立的投资研究体系、完善的投资决策委员会制度、研究、投 资、风控三位一体的投研风控体系，实现投资与策略的前瞻性、整体性；凭借强大的人才优势、广泛的 市场资源和丰富的投资经验，为投资者提供专业的投资管理、投资顾问服务；秉持"研究创造价值"的投 资理念，充分把握趋势投资机会，积极为投资人争取最大的回报。 1）福田汽车 （鸿道投资参与公司路演活动&一对一沟通） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 调研 ...

关注 「电动车公社」 2 、 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 奇瑞集团 5 月新能源销量 63169 台 5 月，奇瑞集团新能源汽车销量 63169 台。其中， iCAR 品牌销量 5899 台，智界品牌销量 5000 台。 毫无悬念，奇瑞汽车依旧是2025年的中国汽车出口第一。新能源方面，奇瑞通过布局纯电、混动全动力形式、乃至氢能多种技术路线，应对市场竞争。只不 过目前奇瑞旗下的新能源车型 仍处于拓展阶段，体量相比友商还是有些差距。想要成为带动集团新能源销量的前锋，还需要继续努力才行。 从既有信息来看，银河A7主打续航、能耗、空间、颜值，也有望填补L6和星耀8之间的产品空白。目前，吉利银河凭借星愿、星舰 7 、星耀 8 等爆款车型， 月销量已经爬升到 10 万辆，如果吉利银河 A7 上市后能继续热销，势必将帮助吉利银河再下一城。接下来压力给到比亚迪，就看比亚迪会如何应对了。 3、 蔚来公布一季度财报 营收120.3亿元，整车毛利率10.2% 6月3日，蔚来发布2025年 ...