Core Insights - The event on October 23 marked a significant collaboration between domestic and foreign automotive companies in China, focusing on the integration of vehicle, road, and cloud technologies [1] - The initiative is seen as a strategic choice for China and a global consensus towards future smart transportation, addressing key industry challenges such as vehicle safety and traffic efficiency [1] - The demonstration involved 15 major automotive companies showcasing core applications of "vehicle-road-cloud collaboration," which includes various advanced driving support technologies [2] Group 1 - The event was held in Chongqing's Western Science City, emphasizing China's commitment to developing a unique path for smart connected vehicles [1] - The collaboration is described as a historic breakthrough in the automotive industry, enabling cross-border and cross-brand vehicle coordination on a unified cloud control platform [1] - The focus is on overcoming interoperability challenges between different vehicle brands and cloud systems, aiming for a unified technical standard and industry norms in the future [1] Group 2 - Participating companies included major players such as FAW, Dongfeng, Changan, Toyota, BYD, and others, demonstrating dynamic applications like cloud-supported automatic emergency braking and green wave speed guidance [2] - Specific scenarios showcased during the event included cloud-supported collaborative vehicle merging and virtual-physical integrated multi-agent testing [2]

9月份，国内牵引车终端销量同比大增124%，收获一波同比 "6连增"。9月过后，2025年牵 引车累计销量同比增长36%，较去年前三季度净增长超8.4万辆。 请看第一商用车网的分析报道。 9月实销超5万辆，环比增长28%，同比增长124% 根据第一商用车网最新掌握的终端销量数据，2025年9月份，国内牵引车实销5.07万辆（交 强险口径，不含出口和军品，下同），环比今年8月份增长28%，同比增长124%，同比增速 较上月（+83%）扩大31个百分点，比去年9月份多销售约2.8万辆。9月份，重卡整体实销同 比增长92%，牵引车124%的同比增速比重卡整体增速高32个百分点，跑赢重卡市场"大 盘"。 2025年9月份，牵引车市场5.07万辆的销量在整个重卡市场终端销量的占比约为60.75%，较 上月（59.30%）有所提升，比2024年全年占比（53.10%）高7.65个百分点。从数字上看， 2025年9月份5.07万辆的销量是近五年9月份的最高销量。上图可见，最近五年9月份，牵引 车终端销量仅今年超过5万辆，销量最低的2022年9月份销量还不足2万辆。 2025年1-9月， 牵引车终端销量走出一个增-增-降-增 ...

商用车的新能源化已从政策推动走向了市场推动。数据显示，2024年，商用车市场的新能源渗透率已经突破10%的重要节点，标志着产品和技术迎来从早期 市场向大众市场的关键转折。 在此背景下，行业预计今年新能源商用车销量将达到94万辆，渗透率增加11.8个百分点，达到23%。新能源商用车市场有望从此进入快速成长期，这预示着 行业格局的重塑和更激烈的市场竞争将到来。 为了应对新的竞争，包括福田、宇通等在内的商用车行业头部企业，以及远程新能源等新势力商用车企业，目前均在加速研发全新的技术和产品。 在占据商用车市场大盘约40%市场份额的轻卡市场，新一轮竞争正在上演。10月21日，福田汽车在其X实验室举办启明星产品发布会，亮相中国轻卡行业首 款全新开发的纯电轻卡专属平台。 启明星轻卡平台是福田新能源战略与轻卡战略深度融合的产品。福田汽车董事长常瑞表示，启明星是福田轻卡市场占有率跃升目标的"核心利器"。2026年， 福田汽车还将推出纯电平台重卡，最终构建起商用车全品类、全场景的新能源产品矩阵。 福田启明星的推出，或将引发整个行业的跟进与升级，引导行业从"过渡性技术"向"原生纯电架构"转型，推动新能源轻卡产品的整体进步。 在福田 ...

Core Insights - The transition of commercial vehicles to new energy has shifted from policy-driven to market-driven, with a significant penetration rate expected to exceed 10% in 2024, indicating a critical turning point from early to mass market [1] - The industry anticipates that new energy commercial vehicle sales will reach 940,000 units this year, with a penetration rate increase of 11.8 percentage points to 23%, signaling the beginning of a rapid growth phase [1] - Major players like Foton and Yutong, along with new entrants like Yuanmeng New Energy, are accelerating the development of new technologies and products to adapt to intensified competition [1] Company Developments - Foton's new electric light truck platform, "Qixing," was unveiled at a product launch event, addressing the dual pressures of rising operational costs and shrinking profit margins in the light truck sector [1][2] - Foton emphasizes that transitional technologies are merely stopgap measures, advocating for a complete development from the ground up as the key to industry breakthroughs [2] - The "Qixing" platform incorporates four innovative technology architectures, achieving a total efficiency of 95.7% in its drive system, and supports advanced driving capabilities [2] Market Dynamics - The light truck market, which holds about 40% of the commercial vehicle market share, is experiencing a new wave of competition, with Foton aiming to enhance its market share through the "Qixing" platform [1][2] - Yutong Group launched the "Rui Control E" platform in June 2023, integrating hardware and software for electric commercial vehicles, addressing key pain points in the sector [3] - Yuanmeng New Energy aims to solidify its leadership position in the new energy commercial vehicle market through technological breakthroughs and ecosystem development, with significant sales growth reported in the light truck segment [3]

转自：北京日报客户端 10月24日，2025北京国际青年创新发展论坛新能源智能网联汽车平行论坛暨北汽集团国际青年科技人才 论坛，在北汽产业研发基地开幕。海内外青年科技人才齐聚北汽，共探汽车产业前沿科技，为打造北京 高水平人才高地，推动北京国际科技创新中心建设和中国汽车工业创新驱动发展贡献智慧和力量。北汽 集团党委书记、董事长张建勇参加论坛并致辞。 作为新能源与智能化领域先行者，北汽集团正以数智转型重塑汽车DNA，明确未来五年"一主五化"核 心战略——围绕自主品牌发展主轴，全面提升市场化、集团化、国际化、数字化、低碳化水平。锚定这 一战略目标，北汽集团主动应对系统性人才挑战，高度重视人才工作，将人才视作发展新质生产力、实 现高质量发展、抢占市场主动权的关键支撑，一体推进"科技北汽""人才强企"战略，大力实施"人才领 翔"三年行动计划，千方百计造就人才、成就人才，实现北汽与人才"双向奔赴"。 未来，北汽集团将持续深化国际青年科技人才交流合作平台建设，汇聚更多创新智慧与力量，推动新能 源智能网联汽车技术加速突破、产业蓬勃发展，为中国汽车工业迈向全球价值链高端注入源源不断的青 春动能，携手海内外英才共绘汽车产业高质量 ...

智通财经APP获悉，乘联分会秘书长崔东树于《2025年1-9月中国汽车出口市场分析》中指出，2025年1-9月，中国新能源车出口表现好于预期，主要是插 混和混动替代纯电动成为出口新增长点，尤其是插混的皮卡出口表现较强，成为商用车新能源车出口亮点。中国新能源车出口向中东和发达国家市场呈现 高质量发展的局面，主要是出口西欧和亚洲市场。燃油车市场的俄罗斯下滑体现的很充分，而俄罗斯市场零售量下滑较小，其中中国车企的吉利、长安、 奇瑞、比亚迪等主力车企表现还是很不错的。 2025年1-9月中国汽车实现出口571万辆，同比2024年1-9月增速21%，9月中国汽车实现出口76.3万辆，同比增26%，环比增0%，同比和环比走势总体较 强。2025年9月中国新能源汽车出口30.0万辆、增66%的表现也是很好的；2025年1-9月新能源汽车出口量232万辆，同比增52%，增速高于2024年1-9月的 22%较多。 2025年9月中国汽车出口总量的前10国家：俄罗斯69126辆、墨西哥48636辆、阿联酋47700辆、英国27567辆、沙特26008辆、澳大利亚24467辆、巴西24302 辆、比利时21825辆、菲律宾2010 ...

Core Insights - Chery's global innovation conference showcased its advancements in technology and its growing presence in international markets, particularly in South Africa [2][3] Group 1: Chery's Market Position - Chery ranks eighth in sales in the South African market, outperforming many established European brands [2] - The company has received positive feedback regarding its sales and after-sales service, with no negative reports reported [2] - Chery's sub-brands, such as JAECOO and Jetour, have also found success in South Africa [2] Group 2: Technological Innovations - The conference highlighted significant technological breakthroughs, including a hybrid powertrain with a 1.5-liter engine and advanced engine mechanisms [3] - Chery's innovations are anticipated to enhance its offerings in the South African market [3] Group 3: Market Trends and Consumer Preferences - The South African market still heavily relies on gasoline and diesel, with electric vehicle adoption facing infrastructure challenges [3][4] - Hybrid vehicles are gaining popularity due to their low fuel consumption and ability to travel long distances without range anxiety [4] - The current charging infrastructure in South Africa is limited, with high costs for public charging stations, making hybrid and range-extended vehicles more appealing [5]

Core Insights - The light truck market in China has seen a total sales of 1.482 million units from January to September this year, reflecting a year-on-year growth of 6.2% [2] - The penetration rate of new energy light trucks reached 23.59%, up from 17.73% for the entire previous year, indicating a continuous growth trend with 21 consecutive months of increase [2] - The market size for light trucks in China is projected to transition from a hundred billion level to 180 billion level between 2025 and 2030, with a compound annual growth rate of 8.5%, driven primarily by new energy light trucks [2] Industry Challenges - Despite the growth in the new energy light truck market, core industry pain points remain unresolved, including issues related to comfort, range anxiety, and high energy consumption associated with the current "oil-to-electric" transition solutions [2][3] - The dual pressures of high costs and intense work conditions are squeezing the survival space for industry players [2] Technological Advancements - Foton Motor has launched the "Qixing" platform, marking a significant shift away from the "oil-to-electric" transitional phase towards a new era of coordinated development in new energy and intelligence [2][3] - The "Qixing" platform is designed from the ground up to address user needs in efficiency, cost, and driving comfort, while also laying a technological foundation for future intelligent networking [3] Product Features - The "Qixing" platform incorporates four original architectures and six disruptive breakthroughs, redefining the value boundaries of pure electric light trucks [4] - The platform allows for a 165 kWh version to travel 607 kilometers, with a fast charging capability of 18 minutes from 20% to 80%, and a lower energy consumption of 6 kWh per 100 kilometers compared to competitors [4] - Safety features include a heavy-duty "shield body" with over 50% high-strength steel, a 36% increase in torsional rigidity, and a braking response time of just 0.1 seconds [4][5] Market Dynamics - In September 2025, domestic sales of new energy light trucks reached 16,600 units, a year-on-year increase of 60%, with top sellers being Foton and Yuanqi, each exceeding 3,000 units [6] - The market is witnessing a significant head effect, where diligent companies are expected to reap future benefits, emphasizing the importance of product quality, service, pricing, and user experience [6] Strategic Shifts - The "oil-to-electric" transition is viewed as a temporary compromise that sacrifices user comfort and long-term value, while the "original dedicated platform" represented by Foton's "Qixing" is seen as a fundamental leap forward [7] - The introduction of the "Qixing" platform is igniting competition in the industry, prompting companies to reconsider their strategic paths towards either continued reliance on transitional solutions or a complete self-revolution [7] - The industry is evolving beyond mere product iteration to encompass a comprehensive ecosystem involving new energy technology, intelligent networking systems, lightweight materials, and aftermarket services, creating a trillion-level market space [7]

智通财经APP获悉，崔东树发文称，2024年的俄罗斯汽车总体销量达到183万辆，同比增长91%，创出近期销量年度新高。2025年9月俄罗斯汽车销量达到 13.6万辆的水平，同比下降21%，环比8月增1%。1-9月俄罗斯车市的累计销量101万辆，同比下降25%。 俄乌冲突后，因制裁和物料短缺，国际车企相继退出俄市场。中国车企在2021年初在俄罗斯市场已经逐步崛起的状态，但份额在5%左右;2023年中国自主 车企抓住了俄罗斯国内市场需求相对旺盛，而供给不足的特征，实现了突破50%的份额;2024年自主品牌在俄罗斯6-9月的月度份额又突破了60%的份额， 实现了中国车企强势增长的表现。但2024年在4季度的自主份额下降到54%，2025年1-9月俄罗斯的中国自主车企份额回升到57%，9月自主车企在俄罗斯份 额回升到59%。 2023年中国出口俄罗斯车100万辆，自主的俄罗斯市场销量48万辆，销量是中国自主出口量的48%。2024年中国出口俄罗斯车128万辆，自主的俄罗斯市场 销量107万辆，自主的俄罗斯市场销量是中国自主出口量的84%。2025年1-9月中国出口俄罗斯车35.8万辆，自主品牌俄罗斯销量57.6万辆， ...

每经记者：范文清每经编辑：余婷婷 在新能源浪潮的席卷下，中国轻卡市场正迎来新机遇。 最新数据显示，今年9月，我国新能源轻卡销量为1.66万辆，同比增长60%；1至9月，新能源轻卡累计销量为12.2万辆，同比增长88%。 事实上，从今年一季度开始，新能源轻卡市场便持续走高，增幅几乎翻倍。业内预计，照此趋势，今年全年，新能源轻卡销量有望突破20万辆。 图片来源：企业供图 中汽协方面认为，新能源轻卡的迅猛走势，主要得益于老旧营运货车以旧换新补贴政策的驱动。此外，部分城市加大了对新能源物流轻卡的路权开放政策， 加之电池价格下降，使得终端用户购买电动轻卡的投资压力减少。 新能源轻卡市场的出色表现，对正处于调整期的商用车行业而言颇为亮眼，商用车主流车企几乎都在这一赛道加码布局。 10月21日，福田汽车正式发布纯电轻卡专属平台产品启明星，试图打破长期制约新能源轻卡发展的"油改电"瓶颈，凭借纯电专属架构，降低整车能耗，提升 用户的运营利润。 "当前轻卡行业从业者正面临严峻挑战：运营成本持续攀升，盈利空间不断压缩，'人、车、货'各环节均承受多重压力——司机既要应对高运营成本，又要 承担高强度工作；市场中的新能源过渡方案多为'油 ...