Core Insights - North Benz Foton achieved cumulative sales of over 480,000 units from January to September, marking a year-on-year growth of 10.9%, with September sales exceeding 55,000 units, also up by 10.2% [1] - The company is focusing on a strategy of "comprehensive internationalization, comprehensive electrification, and comprehensive intelligence," leading to significant growth in key business segments [1] Sales Performance - Cumulative sales in the overseas market reached over 117,000 units, while the new energy vehicle segment saw a remarkable year-on-year growth of 113.4%, totaling over 74,000 units sold [1] - The heavy truck segment also performed strongly, with cumulative sales surpassing 103,000 units, reflecting a year-on-year increase of 94.9% [1][3] Market Trends - The domestic heavy truck market is experiencing structural changes, with demand for cargo vehicles outpacing that for tractor trucks for the first time, particularly in short-distance logistics [3] - In September, North Benz Foton's heavy truck sales exceeded 13,000 units, showing a robust year-on-year growth of 137.4% [3] Technological Advancements - The company has made significant advancements in technology, particularly with its proprietary "Super Power Chain" technology, which enhances fuel economy and reliability [3] - The introduction of the "Aiyike" power battery has passed rigorous safety tests and achieved industry-leading safety performance [6] Green Transformation - The commercial vehicle industry in China is accelerating its green transformation, with the new energy penetration rate for commercial vehicles reaching 29.89% by August 2025 [5] - North Benz Foton is actively pursuing opportunities in this transition, exemplified by the successful delivery of 100 units of the Ouman Starwing new energy tractor in Guizhou [5] International Expansion - The company is expanding its international presence, with a focus on localizing its products to meet regional demands [7] - Recent achievements include securing orders for 125 heavy trucks in Southeast Asia and completing the delivery of 100 customized school buses in the Middle East [7] Future Outlook - By 2025, the commercial vehicle sector is expected to see accelerated integration of intelligent technologies, reshaping the ecosystem towards zero carbon, smart driving, and data-driven operations [9] - Analysts suggest that North Benz Foton has established a three-dimensional growth model, positioning itself for further advantages in the industry transformation process [9]

Group 1 - The incident involving the overturned vehicle marked as 212 is not related to Beijing Automotive Group Co., Ltd (BAIC Group) [1] - The vehicle involved in the rollover was produced by Beijing Automotive Manufacturing Factory Co., Ltd, which is part of Shandong Weiqiao New Energy Technology Group Co., Ltd, and has no ownership or equity relationship with BAIC Group [1][3] - BAIC Group emphasizes the importance of safety in off-road vehicles, stating that safety is the greatest luxury for off-road vehicles [3] Group 2 - The rollover incident has sparked discussions regarding off-road safety and product quality among media and netizens [1] - BAIC Group reserves the right to pursue legal action against any deliberate misinterpretation or defamation that harms the company's and brand's reputation [3]

Core Viewpoint - Beijing Automotive Group clarifies that a recent vehicle rollover incident involving a car marked as "212" is not related to its brand or products, emphasizing the need for public discernment regarding the vehicle's manufacturer [1] Group 1 - The rollover incident occurred during a climbing attempt, resulting in significant deformation of the vehicle's A-pillar [1] - The vehicle involved is a model set to be launched in 2024 by Beijing Automotive Manufacturing Plant Co., which is not affiliated with Beijing Automotive Group [1] - The manufacturer of the involved vehicle is Shandong Weiqiao New Energy Technology Group Co., and there is no equity or property relationship with Beijing Automotive Group [1] Group 2 - The company urges the public, media, and consumers to carefully distinguish between the brands and models to avoid misinformation [1] - Beijing Automotive Group reserves the right to pursue legal action against any deliberate misinterpretation or defamation that harms its reputation [1]

Core Points - A rollover accident involving a vehicle marked as 212 occurred during a climbing competition in China, raising concerns about off-road safety and product quality [1][2][3] - The vehicle involved is clarified to be a model launched by Beijing Automotive Manufacturing Plant Co., Ltd. in 2024, which is not related to BAIC Group or its brand Beijing Off-road [3][4] - BAIC Group emphasizes the importance of safety in off-road vehicles and calls on enthusiasts to enjoy off-road activities while prioritizing safety [3][4] Company Clarification - BAIC Group issued a statement to clarify that the vehicle involved in the accident is not associated with its brands, and it belongs to a different company under Shandong Weiqiao New Energy Technology Group [3][4] - The company warns the public and media to accurately identify the vehicle and states that it will pursue legal action against any deliberate misrepresentation that harms its reputation [3][4] Industry Context - The incident has sparked discussions online regarding the safety standards of off-road vehicles, highlighting the need for manufacturers to ensure product quality [2][3] - BAIC Group positions itself as a pioneer in the off-road vehicle sector in China, reinforcing its commitment to safety as a key feature of luxury in off-road vehicles [3][4]

Core Viewpoint - Beijing Automotive Group Co., Ltd. issued a clarification regarding a recent vehicle rollover incident involving a car marked "212," which has sparked concerns about off-road safety and product quality. The company emphasized that the involved vehicle is not related to its brands and urged the public to distinguish between the brands accurately [2]. Group 1 - The vehicle involved in the rollover incident is a model set to be launched in 2024 by Beijing Automotive Manufacturing Plant Co., Ltd., which is not affiliated with Beijing Automotive Group or its brand Beijing Off-road [2]. - The company highlighted that the manufacturer of the involved vehicle belongs to Shandong Weiqiao New Energy Technology Group Co., Ltd., indicating no equity or property relationship with Beijing Automotive Group [2]. - Beijing Automotive Group warned that any deliberate misinterpretation or defamation harming its reputation will lead to legal action [2]. Group 2 - The company reiterated its commitment to safety, stating that safety is the greatest luxury for off-road vehicles, and called on off-road enthusiasts to enjoy their activities while prioritizing safety [2].

Core Viewpoint - The incident involving a vehicle marked as 212 has raised concerns about off-road safety and product quality, leading to confusion regarding the vehicle's brand and manufacturer [1][2]. Group 1: Incident Details - A vehicle labeled 212 experienced a rollover while climbing, resulting in significant deformation of the A-pillar [1]. - The incident has sparked discussions online regarding the safety of off-road vehicles and the quality of the products [1]. Group 2: Company Clarification - Beijing Automotive Group clarifies that the involved 212 model is produced by Beijing Automotive Manufacturing Plant Co., Ltd., which is part of Shandong Weiqiao New Energy Technology Group Co., Ltd., and has no affiliation with Beijing Off-road or Beijing Automotive Group [1]. - The company emphasizes that there is no equity or property relationship between the involved manufacturer and Beijing Automotive Group [1]. Group 3: Safety Emphasis - Beijing Automotive Group calls for off-road enthusiasts to enjoy the thrill of off-roading while prioritizing safety [2]. - The company reiterates its commitment to safety as a fundamental aspect of off-road vehicle design, positioning itself as a pioneer in the Chinese off-road vehicle market [1].

Core Viewpoint - In September 2025, China's monthly sales of new energy heavy trucks exceeded 20,000 units for the first time, marking a year-on-year increase of 252% [1]. Group 1: Market Performance - In September, the new energy tractor truck segment saw an addition of 17,900 units, representing a year-on-year surge of 279% and a month-on-month increase of 37% [5]. - The new energy tractor truck market achieved a record monthly sales figure, with a total of 17,900 units sold, which is approximately 3.8 times the sales from September of the previous year [5][20]. - The growth rate of 279% in September for new energy tractor trucks outpaced the overall market growth of 252% for new energy heavy trucks [5]. Group 2: Regional Insights - In September, 30 provincial-level administrative regions in China reported new additions of new energy tractor trucks, with 25 regions adding over 100 units each [6]. - Shanghai led the regions with over 3,000 new energy tractor trucks added in September, continuing a three-month streak of surpassing this figure [6]. Group 3: Company Performance - Seven companies achieved monthly sales exceeding 1,000 units in September, with Jiefang leading at 3,426 units, followed by Xugong with 2,926 units and Sany with 2,348 units [10][11]. - The top ten companies in the new energy tractor truck market all experienced significant year-on-year growth, with Jiefang, Xugong, and Sany being the top three competitors [12][14]. - Cumulatively, from January to September 2025, new energy tractor truck sales reached 96,200 units, reflecting a year-on-year increase of 257% [14]. Group 4: Market Share - The top five companies in the new energy tractor truck market hold market shares exceeding 10%, with Jiefang at 16.85%, Xugong at 15.72%, and Sany at 14.26% [18]. - The competition in the new energy tractor truck market remains intense, with companies frequently changing positions in the rankings [18].

Core Insights - Foton Motor has launched two high-quality heavy-duty truck models, Foton Galaxus 9 and Auman Galaxy, at the Cartagena Auto Show in Colombia, targeting the Americas market to enhance logistics efficiency and safety [1][10] Group 1: Foton Galaxus 9 - The Foton Galaxus 9 is designed specifically for challenging terrains in the Americas, integrating over 28 intelligent driving functions and advanced perception systems, including 10 cameras and 5 millimeter-wave radars [4][5] - It offers features such as active cruise control, lane obstacle avoidance, automatic overtaking, and safe parking, significantly improving driving safety and efficiency on mountainous and undulating roads [5][6] - The intelligent cockpit system includes over 800 infotainment functions and 400 data interconnect services, enhancing the driving experience and operational management for fleet users [7] Group 2: Auman Galaxy - The Auman Galaxy focuses on efficient logistics transportation, optimizing power performance and energy consumption with a low drag design that reduces energy consumption by 4% [9] - It features a powerful engine with high torque output, ensuring stable performance in long-distance climbing and high-speed cruising scenarios [9][10] - The interior includes a 1010mm wide sleeping area and a 330AH large-capacity battery, catering to driver rest and onboard equipment power needs [9] Group 3: Market Strategy and Future Plans - The launch of these products marks Foton Motor's deeper localization strategy in the Americas, with plans to introduce them in Mexico, Chile, and other countries [10] - Foton Motor aims to leverage its strong R&D capabilities and market insights to provide valuable products and solutions for customers in the Americas [10] - The company is committed to driving innovation and technology to create a new era of logistics transportation in the Americas [10]

2 025年，新能源重卡在传统销售淡季的7月份和8月份同比分别暴涨了185%和169%，其 中7月份创造了史上最高月销量纪录。 淡季都如此之旺，进入真正的销售旺季呢？ 当然是更火爆了。 请看第一商用车网带来的新能源重卡市场观察。 解放/徐工/三一超3000辆争冠，联合重卡暴涨9.5倍 根据北斗入网新增统计，2025年9月份，有13家企业新能源重卡销量超百辆，其中有11家 企业销量超过300辆，月销量破千的企业都有7家（与上月持平）。排名前三位的企业销量 均超过3000辆，解放斩获月榜销冠，销量达到3832辆；排名月榜第2、3位的徐工、三一 销量分别达到3492辆和3171辆；排名月榜4、5位的重汽和陕汽销量也双双超过2000辆， 分别达到2444辆和2355辆；福田和东风排名月榜第6、7位，分别销售1830辆和1243 辆；远程销售943辆排名第8位；联合重卡和江淮分列9、10位，9月份分别销售412辆和 366辆。 9月新能源重卡新增2.16万辆，同比大涨252% 根据第一商用车网掌握的最新数据，2025年9月份，全国共新增新能源重卡2.16万辆（本 文数据来源为重型货车北斗营运证入网销量口径，非交强险销量 ...

Core Insights - The article discusses the significant changes in the new energy vehicle (NEV) market in September 2025, highlighting the competitive landscape among various brands and their delivery volumes [2][34]. - It emphasizes the rise of brands like Leap Motor and Xiaomi, while traditional automakers face challenges in the NEV segment [34][35]. Delivery Rankings - Leap Motor leads with 66,657 units delivered, a 97% year-on-year increase, followed by XPeng with 41,581 units (95% increase) and AITO with 40,619 units (14% increase) [3][4]. - Xiaomi's delivery surpasses 40,000 units for the first time, marking a 300% year-on-year increase, indicating improved production capacity [5][20]. - NIO ranks fifth with 34,749 units delivered, showing a 64% year-on-year growth, while Li Auto ranks sixth with 33,951 units, down 37% year-on-year [6][29]. Brand Strategies - Leap Motor's strategy focuses on offering high-value features at competitive prices, appealing to cost-conscious consumers [11][15]. - XPeng's growth is attributed to aggressive promotional financing policies, although concerns about profitability remain due to high discounting [15][35]. - AITO maintains a strong position in the high-end market, with its models contributing significantly to its sales [16][19]. Market Dynamics - The article notes that traditional automakers' NEV brands are growing but struggle to compete with the top new energy players [8][34]. - The monthly delivery threshold for leading brands has risen to 40,000 units, creating a competitive barrier for those unable to meet this volume [8][34]. Future Trends - The article identifies key trends such as the mainstream adoption of range-extended technology and the increasing competitiveness of traditional luxury brands in the NEV market [35][36]. - It suggests that the future winners in the NEV market will be those who can balance cost control through scale while offering differentiated technological experiences [36][37].