Battery - Foton Motor has begun mass application of semi-solid batteries in its self-developed 24V starting lithium batteries, which are installed in its electric light trucks [2] - Beijing Chunzhi New Energy Technology Co., Ltd. launched a pilot project for electric bicycle battery swapping using all-solid-state batteries, marking the transition of its products from laboratory to commercial application [6] Materials - Zhongke Chuncui Technology successfully completed a Pre-A round of financing, which will be used to optimize new extraction agents for strategic metals and establish production projects for battery-grade lithium chloride and lithium dihydrogen phosphate [8] - Enjie Co., Ltd. announced that its subsidiary has begun mass shipments of high-purity lithium sulfide products, while another subsidiary is advancing the construction of a pilot project for solid-state electrolyte with a capacity of thousands of tons [10] - Hainan Mining signed a lithium spodumene off-take agreement with its subsidiary, ensuring that all spodumene produced from the Bukuni lithium mine project will be sold to Hainan Mining starting January 1, 2026 [11] - Yunnan Zhongke Xingcheng Graphite Co., Ltd. is set to construct a project with an annual production capacity of 100,000 tons of lithium battery anode materials, with a total investment of 2.5 billion yuan [13]

Domestic News - The Ministry of Industry and Information Technology is accelerating the improvement of the standard system in the fields of new energy vehicles and other green low-carbon industries, focusing on the development of standards for various technologies such as industrial microgrids and high-safety energy storage batteries [3] - Shanghai is promoting a pilot program for the import of used key components for automotive research and testing, aiming to enhance the independent R&D capabilities of local automotive companies and improve their international competitiveness [4] - Hongmeng Zhixing has established 32 new user centers in April and May, with a target of over 350 centers by 2025, enhancing its offline service network [5] - Geely has obtained the "3A" capability certification for software quality systems, becoming the first company globally to achieve this, which signifies a significant milestone in the maturity of China's intelligent and electric vehicle standards [6] - BYD has launched its flagship luxury MPV, the M9, in Mexico, marking a significant step in its expansion into the high-end new energy market [7] - Tesla has opened over 2,100 supercharging stations in China, with a total of over 11,600 supercharging piles, enhancing its charging network across various locations [8] - Pony.ai has signed a strategic cooperation framework agreement with Lingnan Holdings to explore applications of autonomous driving in tourism [9] - CATL has commenced construction of a battery joint venture in Indonesia, with an expected total battery capacity of 15 GWh, capable of powering 250,000 to 300,000 vehicles [10] International News - Morocco plans to increase electric vehicle production by 53% by the end of 2025, reaching 107,000 units, as part of its strategy to diversify export markets [11] - Volkswagen Group is investing $1 billion in Rivian as part of a larger commitment of up to $5.8 billion, aiming to acquire advanced electric architecture technology [12][13] - VinFast has officially launched its second factory in Vietnam with an initial annual capacity of 200,000 vehicles, despite facing challenges in attracting foreign buyers [14] - The UK automotive industry reported a significant decline in production, with May's output dropping 32.8% year-on-year, marking the lowest level in over 70 years [15] Commercial Vehicles - CATL's advanced battery technology has empowered the launch of the Qingling Lingkun pure electric light truck in Shenzhen, catering to the growing demand for electric commercial vehicles [16] - The Shandong Province has established a key laboratory for safety and energy efficiency in new energy commercial vehicles, focusing on technological research and industry upgrades [18] - Wuling's Yangguang model has officially adopted CATL batteries, enhancing product reliability [19] - Beiqi Foton has launched the new Truck Mate in South Africa, targeting the growing demand for high-quality commercial vehicles in the region [20][21]

Core Viewpoint - The article highlights Beiqi Foton's commitment to the South African market through the launch of the new Truck Mate and showcases its successful product lineup, emphasizing the company's long-term investment strategy and localization efforts in Africa [1][4][18]. Group 1: Product Launch and Features - Beiqi Foton officially launched the new Truck Mate in Johannesburg, South Africa, focusing on core strategic models and showcasing successful products like MILER, VIEW, TUNLAND G7, and eVIEW [1][4]. - The Truck Mate features a powerful Dong'an 1.5-liter engine, designed for efficient and flexible transportation, with a cargo capacity of up to 7 cubic meters, catering to various urban delivery and trade scenarios [9][12]. - The Truck Mate inherits high-quality attributes from Foton's star products, excelling in driving smoothness, riding comfort, and overall reliability, making it a competitive choice in the market [12]. Group 2: Market Strategy and Commitment - Beiqi Foton has maintained a long-term investment approach in South Africa, steadily advancing its full product line and enhancing brand influence and customer trust [4][6]. - The company emphasizes its commitment to the African market, with a focus on local production through the KD production model, aiming to expand product lines, optimize sales and service networks, and increase R&D efforts [6][15]. - The launch of Truck Mate signifies Beiqi Foton's deepening localization strategy and its role as a key player in the development of the commercial vehicle market in South Africa and Africa [18]. Group 3: Product Matrix and Market Presence - The event showcased a strong product matrix, including the highly praised MILER series trucks, TUNLAND G7 pickups, and the eVIEW electric van, highlighting Foton's comprehensive strength and market presence in South Africa [13][18]. - The company views South Africa as a core pillar of its global strategy, having created over a thousand jobs and fostering local industry development through its "Lighthouse Plan" since 2024 [15].

6月26日，广州市交通站场建设管理中心有限公司76辆营运客车采购项目结果公告发布。公告 显示，标包5、标包6至递交投标文件截止时间止，递交投标文件的投标人不够3家，以上标包 招标失败。 标包1、标包2、标包3、标包4经过评审、推荐及确认，结果出炉： 厦门金旅中标1标包，标 的为15辆46座纯电动营运客车和5辆48座纯电动营运壳而出，中标总价为1514万元；厦门金 龙中标2标包和4标包，标的为20辆50座纯电动营运客车和16辆50座柴油营运客车，中标总价 分别为1590万元和928万元；福田汽车中标3标包，标的为15辆46座纯电动营运客车，中标 总价为1050.9万元。前四标段中标总金额为5082.9万元。 具体情况如下： 一、中标人 联系电话：020-81977069 联系地址：广州市越秀区农林下路80号冠怡大厦19楼采购单位：广州市交通站场建设管理中 心有限公司 项目联系人：邓先生 联系电话：020-81507823 联系地址：广州市黄埔区黄埔大道东884号27层 | 标包 | 货物名称 | 数量( | 中标人名称 | 中标总价 | 中标人地址 | | --- | --- | --- | --- | --- ...

6月24日，北汽福田在马达加斯加首都塔那那利佛会展中心向马达加斯加总统拉乔利纳递交 312台客车钥匙。 作为2024年中非合作论坛北京峰会精神的重要成果转化，这是中非共建"一带一路"在绿色交 通领域合作的新里程碑，标志着中马共建"一带一路"合作迈入高质量发展新阶段。 高度认可，深度合作 交车仪式上，拉乔利纳总统先生发表致辞，他首先对北汽福田为改善马达加斯加交通基础设 施、提升公共服务水平所做出的贡献表示衷心感谢，高度认可了北汽福田客车卓越的产品品质 和专业的团队。他表示："在我当选总统时，我向马达加斯加3100万人民庄重承诺，让大家坐 在黄金上。2024年访问北汽福田时，为马达加斯加定制了312台客车。现在北汽福田客车已 经陆续抵达马达加斯加，我非常高兴。希望与北汽福田保持深度合作，双方携手将马达加斯加 的公共交通服务水平提升至新的高度，让广大人民坐在'钻石'上，真正体验钻石品质，完成我 对人民的承诺。" 北汽福田海外事业部业务副总裁刘光华表示，北汽福田作为中国品种最全、规模最大的商用车 企业，深感荣幸能为马达加斯加的交通发展贡献福田智慧，并将一如既往做好服务保障。为全 力保障车辆高效稳定运营，北汽福田已派遣 ...

Core Points - Chery South Africa successfully held the Super Hybrid Series launch event in Johannesburg, attended by approximately 300 guests including government officials and media representatives [1][3] - The CEO of Chery South Africa, Liu Yun, highlighted that the CSH technology addresses consumer pain points in the context of insufficient power infrastructure in South Africa, offering high-efficiency and high-performance electric mobility solutions [3][4] - The CSH technology achieves a perfect balance between power and efficiency, providing a comprehensive mobility solution that reduces ownership costs and is suitable for daily commuting and weekend travel without the hassle of finding charging stations [4] Company Strategy - Chery aims to deepen its presence in the South African market, collaborating with UNICEF and IUCN to promote quality education for children and support environmental protection, showcasing a responsible image of Chinese automotive companies abroad [4] - Since entering the local market in 2021, Chery South Africa has become one of the top five best-selling passenger car brands in the country, with over 60,000 cumulative users [4] - The launch of the new CSH series marks a significant step in Chery's electrification strategy, with the series set to be available at dealerships across South Africa starting June 23, 2025 [4]

Core Viewpoint - The heavy truck industry showed slight growth in production, wholesale, and export in May, exceeding initial expectations [2][15][28] Volume Tracking - In May, heavy truck production reached 84,000 units, with year-on-year and month-on-month growth of 18.8% and 6.8% respectively [2][15] - Wholesale sales for May were 89,000 units, reflecting a year-on-year increase of 13.6% and a month-on-month increase of 1.3% [2][15] - Terminal sales totaled 63,000 units, with a year-on-year increase of 17.6% but a month-on-month decrease of 8.2% [2][15] - Export sales were 26,500 units, showing a year-on-year decline of 6.4% but a month-on-month increase of 3.5% [2][15] - The total industry inventory is currently at 144,000 units, which is considered a reasonable level [2][15] Structural Tracking - New energy heavy trucks saw significant growth, with sales of 15,000 units in May, representing a year-on-year increase of 192% [2][15] - The penetration rate for new energy trucks reached 23.8%, up 14.2% year-on-year [2][15] - Natural gas heavy truck sales were 14,000 units, down 33.6% year-on-year, with a penetration rate of 22.1% [2][15] Market Share Tracking - In May, the market share for major manufacturers in terminal sales was as follows: Jiefang 19.8%, Dongfeng 21.9%, Heavy Truck 16.5%, Shaanxi Heavy Truck 11.2%, and Foton 12.9% [3][14] - For exports, the market shares were: Jiefang 15.1%, Dongfeng 7.6%, Heavy Truck 47.9%, Shaanxi Heavy Truck 16.1%, and Foton 9.0% [3][14] Engine Market Tracking - Weichai maintained the highest market share at 18.4%, despite a decline from previous months [4][18] - In May, Weichai's terminal matching volume was 12,000 units, down 33.4% year-on-year [4][18] - The market share for Weichai's diesel and natural gas engines was 13.7% and 49.8% respectively [4][18] Investment Recommendations - The company is optimistic about the heavy truck sector's recovery driven by the National IV policy, projecting domestic sales to reach 700,000 units, a year-on-year increase of 16% [5][18] - Recommended stocks include leading heavy truck manufacturers with high market share and good profit realization, specifically China National Heavy Duty Truck Group and Weichai Power [5][18]

Core Viewpoint - North Automotive Group's subsidiary, Foton, has successfully established significant collaborations in Saudi Arabia, including a memorandum for a localized manufacturing plant and the delivery of 1,000 school buses, marking a strategic move in the region's industrial transformation under the "Vision 2030" initiative [1][4][10]. Group 1: Localization and Regional Strategy - Foton has signed a memorandum with the Saudi government and local enterprises to build a localized manufacturing plant for commercial vehicles, focusing on heavy-duty trucks, light-duty trucks, and buses, which aligns with Saudi Arabia's industrial localization goals [4][5]. - The collaboration aims to enhance local manufacturing capabilities, strengthen supply chains, create job opportunities, and support the development of local SMEs, contributing to Saudi Arabia's industrial economic transformation [4][5]. Group 2: School Bus Delivery and Brand Establishment - Foton delivered 1,000 customized school buses to a major client in Saudi Arabia, designed for student commuting in Riyadh and Jizan, featuring advanced safety and comfort enhancements [8]. - The buses are equipped with a Cummins ISF2.8 engine for improved performance on steep roads, an ESC stability monitoring system for safety, and climate-optimized features for comfort in extreme weather [8]. Group 3: Strategic Implications and Future Goals - The signing of the localization memorandum and the bus delivery signifies a transition from product export to deep localization in Saudi Arabia, reinforcing the strategic partnership between China and Saudi Arabia in the automotive sector [10]. - Foton aims to accelerate its transformation towards becoming a world-class enterprise, focusing on comprehensive internationalization, new energy, and intelligent solutions, while driving a green technology revolution in the global transportation industry [10].

Group 1 - North Benz Foton has achieved significant milestones in the Saudi market, including the delivery of 1,000 customized school buses and the signing of a memorandum for a KD manufacturing plant [1][3][4] - The KD manufacturing plant will focus on producing heavy-duty trucks, light-duty trucks, and buses, contributing to Saudi Arabia's Vision 2030 industrial localization efforts [1][4] - The delivery of school buses is designed to meet the specific needs of the Saudi environment, featuring enhancements such as a Cummins ISF2.8 engine and an ESC stability monitoring system for safety [3][4] Group 2 - The collaboration with Saudi entities marks a shift from mere product export to deep localization, strengthening the strategic partnership between China and Saudi Arabia in the automotive sector [4] - North Benz Foton aims to accelerate its transformation towards comprehensive internationalization, new energy, and intelligence, driven by green technology [4] - The company has established 32 localized factories globally, with products and services covering over 130 countries and regions, enhancing its global supply chain capabilities [1]

证券代码：600166 证券简称：福田汽车 编号：临2025一046 北汽福田汽车股份有限公司 关于调整相关高级管理人员的公告 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。 一、高级管理人员离任情况 （一）提前离任的基本情况 ■ （二）离任对公司的影响 巩海东同志不存在应当履行而未履行的承诺事项，并已按照公司相关规定做好交接工作，其离任副总经 理职务不会影响公司的正常经营；巩海东同志本次不再担任公司副总经理职务后，除了其所兼任的外派 董监事职务尚需逐步有序办理退出与变更手续以外，将不在公司担任其他职务。 二、高级管理人员聘任情况 （一）董事会会议召开情况 2025年6月11日，公司以电子邮件和专人送达的方式，向全体董事发出了关于召开通讯董事会的通知以 及《关于调整巩海东同志副总经理职务、聘任刘旭光同志及孙京同志为副总经理的议案》。本次会议以 通讯表决的方式召开，应出席董事11名，实际出席董事11名。会议的召集召开符合《公司法》和《公司 章程》的规定。 （二）董事会会议审议情况 公司董事会提名委员会召开了会议，对该议案发表了同意 ...