第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年5月份，我国客车市场（含底盘）销售4.31万辆，环比下降3%，同比增长1%。其 中，轻型客车市场销售3.45万辆，环比下降4%，同比增长2%，同比增幅较上月（4月份轻客 市场同比增长5%）缩窄3个百分点，收获"2连增"。 5月份，轻型客车3.45万辆的销量在整个客车市场的份额达到80.02%，较上月（81.04%） 略有下降。今年1-5月，轻客在客车市场的占比达到81.16%，较去年全年占比有所提升 （2024年全年，轻客在客车市场的占比为77.18%）。 2025年5月份，我国客车市场整体销量同比小幅增长1%，重回上升区间。作为客车市场中占 比最大的细分市场，轻客市场在5月份的命运如何？ 请看第一商用车网的分析报道。 5月销售3.45万辆，同比增长2%，收获"2连增" 纵观近五年5月份轻型客车销量及增幅走势图可见，近五年5月份的轻客市场走出一个增-降- 增-增-增的趋势，2025年5月份轻客市场3.45万辆的销量在近五年里看排到第二，属于中等 偏上水平，比五年最高的2021年5月份少销售约3100辆，比去年5月份多销售 ...

Group 1 - The core point of the article is that Beijing Kaven New Energy Co., Ltd. (Kaven Auto), a subsidiary of Foton Motor (600166), is about to complete a Pre-A round financing exceeding 1.2 billion yuan, which will help it move closer to becoming a unicorn in the global new energy vehicle sector [2][3] - Kaven Auto has signed an investment agreement with three private investors, including Foton Motor, Bosch Venture Capital, and an employee stock ownership platform, along with five publicly listed investors, raising a total of 1.209 billion yuan with a new registered capital of 806 million yuan [2] - The estimated valuation of Kaven Auto after this financing round is approximately 2 billion yuan, indicating progress towards its goal of becoming a unicorn [2] Group 2 - After the capital increase, Foton Motor will remain the controlling shareholder of Kaven Auto, holding a 63.59% stake, and aims to leverage shared resources to address funding issues and enhance its new energy commercial vehicle business [3] - Kaven Auto's first product, the VAN-type new energy vehicle "Lefu," is set to launch by the end of 2024, with a starting price of 81,800 yuan, and the company has already sold nearly 3,300 units from January to April 2025 [3] - The commercial vehicle sector is experiencing a significant shift towards new energy, with expected sales of 576,000 new energy commercial vehicles in 2024, a year-on-year increase of approximately 28.8%, and projections for 2025 indicating sales could reach 840,000 units, representing a growth of about 45% [3][4] Group 3 - Foton Motor has identified new energy as a key focus for 2025, with plans to launch new platform products such as Kaven VAN and light trucks, while also developing a comprehensive strategy around energy storage, electric systems, and business models for all categories of commercial vehicles [4]

证券代码：600166 证券简称：福田汽车 编号：临 2025—045 北汽福田汽车股份有限公司 关于控股子公司卡文新能源增资扩股的进展公告 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并 对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、本次增资扩股的进展情况 公司分别于 2024 年 12 月 30 日、2025 年 1 月 22 日经董事会及 2025 年第二次临时 股东大会，审议通过了关于控股子公司卡文新能源增资扩股暨关联交易事项，具体内容 详见公司在上海证券交易所网站（www.sse.com.cn）及《中国证券报》《上海证券报》《证 券日报》披露的相关公告（公告编号：临 2024-095、临 2025-005 号）。 1 为满足北汽福田汽车股份有限公司（以下简称"福田汽车"或"公司"）控股子公司 北京卡文新能源汽车有限公司（以下简称"卡文新能源"）业务发展及资金需求，卡 文新能源通过非公开协议增资和北京产权交易所公开挂牌增资开展 Pre-A 轮融资。 2025 年 6 月 19 日，卡文新能源与 3 家非公开协议方式增资方福田汽车、博世（上海） 创 ...

2025年的"金三银四"旺季，新能源轻卡连续两个月销量破万，并在4月份创造了史上最高的 单月销量（1.56万辆）。 5月份，新能源轻卡市场能否继续保持超万辆水准？ 5月实销1.41万辆，同比增长66%，收获"17连增" 根据第一商用车网掌握的最新数据，2025年5月份，国内新能源轻卡市场共计销售1.41万辆 （注：本文轻卡指总质量3.5-6T货车，数据来源为交强险实销口径，不含出口，下同），环 比今年4月份下降9%，同比则继续实现增长，增幅达到66%，同比增幅较上月（+120%）有 所缩窄。 截止到2025年5月份，新能源轻卡市场这一轮的连增势头已达到"17连增"。 由最近四年国内新能源轻卡终端销量月度走势图可见，无论是1月份、2月份，还是3月份、4 月份和5月份，代表2025年的红色柱体比之前任何一年都"高"出一大截。如果仅看5月份销 量，新能源轻卡市场1.41万辆的销量远高于2024年月均8700辆左右的水平，这一销量放到整 个新能源轻卡发展史上看，也是高位水准（史上第五，如上图）。截止到2025年5月份，新能 源轻卡月销量共8次超过1万辆，其中有三次就发生在最近的3-5月份，因此而言，新能源轻卡 市场最 ...

Core Viewpoint - The announcement of the 18th batch of the directory for exempting vehicle purchase tax for specialized non-transport vehicles with fixed devices aims to optimize the tax management mechanism and enhance taxpayer services, aligning with the State Council's reform requirements for improving the business environment [5][6]. Group 1: Background of the Announcement - The announcement is part of efforts by the Ministry of Finance, State Taxation Administration, and Ministry of Industry and Information Technology to implement policies that exempt specialized vehicles from vehicle purchase tax, thereby improving tax management and protecting taxpayer rights [5][6]. Group 2: Basic Information of the 18th Batch Directory - The 18th batch directory includes two parts: the first part lists 548 new models from 193 companies, while the second part removes 63 models of suction and pressure vehicles due to a change in classification [6][7]. Group 3: Application Process for Inclusion in the Directory - Vehicle manufacturers, import dealers, or individuals can apply for inclusion in the directory through the designated management system by submitting required materials [8]. - If an application fails the technical review, applicants can reapply and provide supporting materials to contest the review outcome [8]. Group 4: Tax Exemption Procedures - Vehicles listed in the directory can have an exemption mark in their electronic information, allowing taxpayers to process tax exemption procedures with the tax authorities [9]. - Vehicles sold before the directory's release can also be marked for tax exemption if they are later included in the directory [10]. Group 5: Handling of Removed Models - Only vehicles with an exemption mark that were removed from the directory can continue to enjoy tax exemption benefits [11].

Domestic News - Shenzhen has launched the "Super Charging City 2.0" construction plan, aiming to accelerate the application of high-power charging technologies for heavy trucks and passenger vehicles [3] - FAW Audi has accelerated its channel layout with the opening of the first 100 authorized stores for the Q6 Le-tron family, planning to have over 500 stores by mid-July, providing a complete luxury electric service network [4] - Zeekr has integrated the Doubao large model technology into its new version of ZEEKRAIOS, enhancing its smart cockpit capabilities with improved semantic understanding and local service integration [5] - SAIC-GM-Wuling has selected 9 new energy models for the 2025 rural promotion campaign, aiming to increase sales in lower-tier markets, with an expected sales share exceeding 60% this year [6] - BYD has announced a patent for a wireless charging system for vehicles, indicating advancements in electric vehicle charging technology [7] - WeRide has signed a cooperation agreement with Uber and Dubai's RTA to deploy commercial Robotaxi services in Dubai, with plans for full unmanned operations by Q1 2026 [8] - Geely's subsidiary WoFei ChangKong has established a regional headquarters project in Hangzhou, focusing on the development of electric vertical takeoff and landing aircraft [9] - LG Energy Solution has signed a 6-year supply agreement for 46 series cylindrical batteries with Chery Automobile, with an order scale of 8 GWh, sufficient for approximately 120,000 electric vehicles [10] Foreign News - The UK government has announced a £4 billion investment to double the number of electric vehicle charging points, aiming to install 100,000 charging stations in England [11] - Canada's overall automotive sales increased by 11.3% year-on-year in April, despite a 28.5% decline in zero-emission vehicle sales [12] - The US and UK have reached a trade agreement that includes a quota of 100,000 vehicles per year for UK car imports, subject to a 10% tariff [13] - Hyundai has commenced production of passenger car engines at its new plant in Talegaon, India, marking a significant expansion in its manufacturing capabilities [13]

Core Viewpoint - The article highlights the advantages of the Foton Ouman GTL lightweight version gas heavy truck, particularly its fuel efficiency, powerful engine, and excellent after-sales service, which provide truck owners with confidence in a challenging freight market [1][17]. Group 1: Performance and Efficiency - The Foton Ouman GTL lightweight version is equipped with a Foton Cummins A15 gas engine, delivering a maximum power of 500 horsepower and a peak torque of 2400 Nm at 1000 RPM, outperforming similar 13-liter gas engines by 100 Nm [4]. - The truck's fuel consumption averages below 30 kg per 100 km, with potential savings of 3,000 yuan annually compared to similar models, based on a yearly mileage of 200,000 km [10]. - The lightweight design, achieved through composite materials and various weight-reduction measures, allows for a reduction of up to 300 kg compared to similar models, enhancing efficiency and productivity [12]. Group 2: Market Adaptation and Strategy - In a challenging freight market with low coal transport prices, truck owners like Guo plan to expand their operations to high-altitude regions, leveraging the gas engine's adaptability [6]. - The transition to gas trucks helps reduce costs associated with urea and maintenance issues commonly found in diesel vehicles, providing a competitive edge in the current market [8]. Group 3: After-Sales Service and Support - Foton Ouman offers extensive after-sales support, including a five-year warranty, long oil change intervals, and a network of service points, which alleviates maintenance concerns for truck owners [13][14]. - The company's commitment to user-centric service has fostered loyalty among truck owners, encouraging repeat purchases due to the reliable performance and support of the Ouman GTL lightweight version [16].

Core Viewpoint - The natural gas heavy-duty truck market in China is experiencing significant growth, with sales expected to reach a historical high of 178,200 units in 2024, representing a 17% year-on-year increase, driven by factors such as the implementation of the National VI standard, declining LNG prices, and the recovery of road freight [1][18]. Industry Overview - Natural gas heavy-duty trucks are categorized into LNG and CNG trucks, with LNG trucks offering larger fuel capacity and longer range. The environmental benefits include a reduction in CO2 emissions by approximately 20%, CO by 97%, HC by 72%, and NOX by 30% compared to fuel vehicles [1][11][13]. - The market saw a significant decline in sales during 2021-2022 due to low freight rates and rising LNG prices, but a recovery is underway in 2023 and 2024 [1][18]. Market Dynamics - In 2024, five companies achieved sales exceeding 10,000 units, capturing over 95% of the market share, with major players including FAW Jiefang and China National Heavy Duty Truck Group [22][24]. - The market is characterized by high concentration, with the top two companies holding 55.5% of the market share [24]. Policy Support - The Chinese government is actively promoting natural gas heavy-duty trucks through various policies, including the implementation of the National VI emission standards and subsidies for replacing old trucks with new natural gas models [13][15]. - The National Development and Reform Commission issued guidelines to prioritize the use of LNG in transportation vehicles starting from August 2024 [15]. Market Trends - The natural gas heavy-duty truck market is expected to continue growing, supported by technological advancements, policy incentives, and increasing market demand [27]. - Key competitive factors among manufacturers include high horsepower, long range, and fuel efficiency, with companies launching new models featuring advanced technologies [28][29].

Core Viewpoint - The domestic sales of new energy heavy trucks in May 2025 reached 15,100 units, marking a year-on-year increase of 190%, with new energy tractors showing even higher growth rates [1][4]. Sales Performance - In May 2025, new energy tractors sold 11,000 units, representing a year-on-year increase of 285% [3][4]. - The overall sales of new energy heavy trucks in May 2025 decreased by 5% month-on-month but increased by 190% year-on-year [4]. - The market share of new energy tractors in the new energy heavy truck segment was 72.95% in May, slightly down from 73.20% in April [6]. Market Trends - The sales performance of new energy tractors from January to May 2025 indicates a strong upward trend, with the monthly sales figures ranking among the highest in the history of the segment [8]. - The overall heavy truck market in May 2025 saw sales of 63,100 units, with tractors accounting for 33.11% of the total sales [10]. Fuel Type Distribution - The majority of new energy tractors are pure electric, with 98.17% of the 44,500 units registered from January to May 2025 being electric vehicles [13][14]. Competitive Landscape - XCMG maintained its position as the monthly sales champion in May 2025, selling 2,107 units, followed by FAW Liberation and SANY with sales exceeding 1,400 units each [20]. - The competitive environment is heating up, with 13 companies selling over 100 units in May, and 5 companies exceeding 1,000 units [18]. Market Share Analysis - From January to May 2025, five companies achieved market shares exceeding 10%, with XCMG and FAW Liberation leading the market with shares of 16.84% and 15.79%, respectively [27][28]. - The market share of new energy tractors has significantly increased compared to the previous year, with FAW Liberation showing the most substantial growth of 8.02 percentage points [28]. Future Outlook - The new energy tractor market is expected to remain robust, with cumulative sales reaching 44,500 units by May 2025, which is 80% of the total sales for the entire year of 2024 [30].

这两款产品不仅代表了福田欧辉在新能源技术领域的创新成果，更以智能化、高效环保的特 点，满足城市公共交通可持续发展的需求，为全球城市公共交通低碳转型提供"中国方案"。 6月16日，2025 UITP全球公共交通峰会这场全球极具影响力的公共交通行业盛会在德国汉堡 拉开帷幕！作为中国客车行业的重要力量，福田欧辉已蓄势待发，6月16日-18日将携前沿技 术与创新产品重磅亮相，向全球展现新能源战略、智能化战略、全球化战略加速落地的最新成 果。福田欧辉将带来什么亮点？提前剧透抢先看！ 全球化战略再提速 创新科技闪耀德国汉堡 当下，高效、低碳的公共交通已成为城市可持续发展的核心议题。福田欧辉积极响应时代号 召，以"全面国际化、全面新能源化、全面智能化"的三大核心路径，加速向"世界一流商用车 企业"的目标迈进。 此次通过UITP全球公共交通峰会这一国际舞台，福田欧辉将向全球展示其新能源技术与智能 化成果，彰显中国客车品牌的技术实力与品牌魅力，进一步拓展海外市场，为民族工业参与全 球竞争贡献力量。这不仅是福田欧辉助力以科技创新赋能城市公共交通绿色转型的有力行动， 更是对福田汽车国际化战略的生动诠释，为全球可持续发展贡献东方智慧 ...