点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0114期 2025年7月第5周) ■目录 CONTENTS 政策法规 市场洞察 企业监测 . 上海：分区调控公共充电设施发展 鼓励 "发展区"充电基础设施建设 · 江西南昌：到2027年，力争实现新能源 汽车年产量25万辆 2025年上半年新能源牵引车同比增长265.5% , 渗透率达30.4% 新能源牵引车主要地区分布，上海、广东等是市 . 场增量主力 上半年累计销量徐工、解放突破9000辆，居冠 . 亚军 四款热门产品：宁德时代400度电牵引车 · 福田汽车：福田卡文乐迪正式发布，锚定多场景货运 福田汽车：7.2方超值大空间中VAN祥菱U7正式发布 福田汽车：福田风景T7上市，五大核心优势引领新能源微 . 卡潮流 福田汽车:时代瑞沃金刚S3混动版上市,以"油电双 · 核心标签的自卸车 宇通客车:天骏V6E上市,定位高价值耐用纯电线查 政策法规 上海: 分区调控公共充电设施发展 鼓励"发展区"充电基础设施建设 上海市交通委员会印发关于印发《上海市公共充电网络建设指引》的通知。文件指出，分区调控公共充电设施发展。市交通委、市发展 近日, ...

自2025年3月份起，新能源重卡销量已连续4个月破万辆，呈现出持续火爆之态。7月份，新 能源重卡销量会继续保持超万辆水准吗？ 答案是不仅继续超万辆，并且再次刷新了月销量纪录。 新能源重卡月均销量超过1万辆，其中3-7月份连续五个月销量破万，最近的6月份和7月份平 均销量更是达到1.55万辆，市场之火爆由此可见。 2025年7月份，全国有30个省级行政区有新增新能源重卡，其中单月新增超百辆的省级行政 区达到25个，上海、四川、山西、山东等4省（直辖市）7月新增超1000辆，其中上海7月份 新增超3000辆。 截止到7月份，2025年新能源重卡销量超过百辆的省级行政区已有28个，上海、四川、河 北、山西、河南、新疆、山东和云南等8省（直辖市、自治区）销量超过3000辆，其中上海累 计销量已超过1.6万辆，四川、河北两省累计销量均超过7000辆（如上图）。 徐工/解放/三一超2000辆月榜争冠，江淮暴涨7.5倍 根据北斗入网新增统计，2025年7月份，有10家企业新能源重卡销量超过400辆，其中有9家 企业销量超过600辆，月销量破千的企业都有7家（较上月增加1家）。徐工斩获月榜销冠，销 量达到2731辆；排名月榜 ...

2025年以来，我国新能源重卡市场继续快速增长，月销量破万已是常规表现。这其中，新能 源牵引车表现尤为出色，在之前的3-6月份同比分别暴涨了253%、288%、326%和 306%，均比新能源重卡整体增速高出一截。 7月份，新能源牵引车是不是仍然"跑"得最快呢？ 答案是肯定的。请看第一商用车网带来的新能源牵引车市场观察。 7月新能源牵引车新增1.33万辆，同比大涨234% 根据第一商用车网掌握的最新数据，2025年7月份，全国共新增新能源牵引车1.33万辆（本 文数据来源为重型货车北斗营运证入网销量口径，非交强险口径，不含出口和军车，下同）， 环比增长11%，同比则大幅增长了234%。从增幅来看，7月份新能源牵引车市场继续交出环 比、同比双增的成绩单，月销量环比6月份增长约1300辆，同比去年7月份则有超9000辆的增 长，约是去年7月份销量的3.3倍。值得一提的是，7月份新能源牵引车市场234%的同比增速 虽较6月份（+306%）有所缩窄，但仍比7月份新能源重卡市场整体185%的同比增速高出一 大截（高49个百分点）。从同比增速的角度，新能源牵引车仍是7月份新能源重卡市场跑得最 快的存在。 前7月累销6.5 ...

天眼查商业履历信息显示，陕西建设机械股份有限公司，成立于2001年，位于西安市，是一家以从事专 用设备制造业为主的企业。企业注册资本125704.3925万人民币，实缴资本39160.2059万人民币。公司法 定代表人为杨宏军。 通过天眼查大数据分析，陕西建设机械股份有限公司共对外投资了7家企业，参与招投标项目47次，知 识产权方面有商标信息17条，专利信息147条，此外企业还拥有行政许可31个。 来源：金融界 资金流向方面，今日主力资金净流出1134.29万元，占比成交额18.9%。其中，超大单净流出933.48万 元、占成交额15.55%，大单净流出200.81万元、占成交额3.35%，中单净流出流入211.80万元、占成交 额3.53%，小单净流入922.49万元、占成交额15.37%。 建设机械最新一期业绩显示，截至2025一季报，公司营业总收入4.34亿元、同比减少14.56%，归属净利 润24194.60万元，同比减少1.44%，扣非净利润24633.79万元，同比减少1.62%，流动比率1.113、速动比 率1.030、资产负债率74.73%。 金融界消息 截至2025年8月1日收盘，建设机械（ ...

2025年上半年，国内新能源重卡销量近8万辆，同比增长186%，渗透率超过22%，持续向好 的势头肉眼可见。 那么，作为过去两年新能源重卡年终销冠的徐工汽车，能否继续巩固市场领先地位、领跑市 场？ 答案是肯定的。 上半年销量并列第一，细分市场7次斩获月榜销冠 根据第一商用车网掌握的数据（注：本文数据来源为交强险实销口径，不含出口和军车，下 同），2025年上半年（1-6月），国内新能源重卡市场累计销售7.92万辆，这其中，徐工汽 车累计销售1.29万辆，同比增长160%，市场份额达到16.25%。 2025年上半年，徐工新能源重卡月销量均超1000辆，自3月份起已连续4个月销量突破2000 辆；月度份额均超14%，最高的5月份份额达到19.17%（如下图）。 在同样颇受关注的换电重卡市场，徐工汽车上半年累销4647辆，同比增长140%，以超第二 名400多辆的强势表现摘冠，市场份额达到18.59%。在充电重卡市场，徐工汽车累销8223 辆，同比大增217%。 上图可见，徐工汽车在目前新能源重卡主要细分领域均是最重要的"存在"。值得一提的是，在 新能源牵引车和新能源自卸车两个竞争最为激烈的细分市场，徐工新能源重 ...

Core Viewpoint - The recent announcement of the 397th batch of new vehicles by the Ministry of Industry and Information Technology indicates a significant shift in the tractor market, with a notable increase in the number of National VI tractors while the number of new energy tractors has decreased. Group 1: National VI Tractors - A total of 12 new National VI tractors were announced, with 2 being diesel-powered, 9 natural gas-powered, and 1 hybrid model [5][8][10] - The number of National VI tractor applications increased by 200% compared to the previous batch, reaching the highest level this year [3][30] - Major manufacturers in this segment include FAW Jiefang, China National Heavy Duty Truck Group, Dongfeng Commercial Vehicle, Foton Daimler, and Beiqi Foton [5][8] Group 2: New Energy Tractors - The new energy tractor segment saw a decline of 30%, with 29 new models announced, including 7 battery swap tractors and 16 charging tractors [3][16] - No new players or significant new models were introduced in the new energy tractor market during this batch [16][30] - Dongfeng led the new energy tractor applications with 6 models, including fuel cell and dual-motor electric tractors [18][20] Group 3: Market Dynamics - The competition in the National VI tractor market is intensifying, particularly in the high-power natural gas tractor segment, with manufacturers like Dongfeng and Foton introducing models with up to 700 horsepower [14][30] - The new energy tractor market is focusing on larger battery capacities and longer ranges, with several models featuring over 600 kWh of battery capacity [27][30] - The market dynamics suggest a potential reshaping of the industry landscape as manufacturers strive for technological upgrades and competitive advantages [14][30]

Core Viewpoint - The domestic sales of new energy heavy trucks reached 18,000 units in June 2025, setting a new monthly record, with new energy tractors also achieving record sales [1][4]. Sales Performance - In June 2025, new energy tractors sold 14,000 units, a year-on-year increase of 217% [3][4]. - The overall sales of new energy heavy trucks in June 2025 increased by 19% month-on-month and 158% year-on-year [4]. - The market share of new energy tractors in the new energy heavy truck market reached 77.68% in June, up nearly 5 percentage points from the previous month [6]. Market Trends - The sales of new energy tractors in the first half of 2025 totaled 58,500 units, a year-on-year increase of 265% [22][31]. - The sales performance from March to June 2025 was notably strong, with each month ranking among the top sales months in the history of new energy tractors [8]. Competitive Landscape - In June 2025, the top three companies in new energy tractor sales were Jiefang, Xugong, and SANY, each selling over 2,000 units [19]. - The number of market participants in the new energy tractor sector reached 27 by June 2025, indicating a continuously hot market [21]. Market Share Analysis - The leading companies in the new energy tractor market for the first half of 2025 included Xugong (9,532 units, 16.30% market share) and Jiefang (9,268 units, 15.85% market share) [23][26]. - Most major companies experienced significant growth, with Jiefang's sales increasing by 607% year-on-year [23][29]. Future Outlook - The new energy tractor market is expected to remain robust, with indications that new monthly sales records may continue to be set [31].

| 惠升惠泽混合A | | --- | | 今年以来各阶段业绩及同类排名 | 财报显示，惠升基金旗下惠升惠泽混合A进入建设机械前十大股东，且为今年一季度新进。今年以来收益率4.65%，同类排名1106(总2296)。 | 阶段涨幅 | 年度涨幅 季度涨幅 | | | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 0.84% | 3.21% | 7.92% | 5.60% | 4.65% | | 同类平均( | 1.17% | 3.66% | 8.04% | 8.39% | 7.17% | | 沪深300 | 0.61% | 4.24% | 6.95% | 5.83% | 2.53% | | 同类排名 3 | 973 2335 | 1115 2331 | 988 2318 | 1212 2305 | 1106 2296 | | 四分位排名 2 | | | | 图片来源:天天基金网 2025/7/17 | | | | =1 4.7 | | | | | 惠升惠泽混合A基金经理分别为孙庆、钱睿南 ...

Core Viewpoint - The new energy heavy truck market experienced significant growth in June 2025, with a year-on-year increase of 158%, reaching a record sales volume of 18,000 units, including over 12,000 units of charging heavy trucks, setting a new monthly sales record [1][4]. Market Performance - In June 2025, the domestic new energy heavy truck market sold a total of 18,000 units, with a month-on-month increase of 19% and a year-on-year increase of 158% [4][5]. - Pure electric heavy trucks accounted for 97.87% of total sales, with charging and battery swap heavy trucks contributing significantly [5]. - Battery swap heavy trucks sold 5,573 units in June, marking a month-on-month increase of 16% and a year-on-year increase of 141%, although this growth rate was lower than the overall new energy heavy truck market [5][6]. Market Share and Competition - The market share of battery swap heavy trucks in pure electric heavy truck sales was 31.62% in June, showing a slight decline from the previous month and a decrease compared to the same period last year [7]. - From January to June 2025, the battery swap heavy truck market saw participation from 27 companies, with 24 active participants as of June [20]. - The top-selling companies in June included Foton, Xugong, and Jiefang, with Foton achieving a remarkable year-on-year growth of 825% [16][18]. Segment Analysis - The battery swap heavy truck segment is dominated by tractor and dump trucks, which accounted for 86.38% and 11.72% of sales, respectively [11][27]. - The competition in the battery swap tractor market is intense, with six companies selling over 2,000 units each, and Foton leading with 4,147 units sold [29]. - The battery swap dump truck segment did not keep pace with the overall growth, with a year-on-year increase of only 26% [31]. Conclusion - The battery swap heavy truck sector has shown impressive growth in the first half of 2025, with continuous month-on-month increases, but it still lags behind the overall new energy heavy truck growth rate [36].

证券代码：600984 证券简称：建设机械 公告编号：2025-042 陕西建设机械股份有限公司 本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： 公司的净利润为-44,700 万元左右。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 万元左右。 （三）本次业绩预告未经注册会计师审计，注册会计师未对公司本期业绩预告是否 适当和审慎出具专项说明。 二、上年同期业绩情况 （一）归属于上市公司股东的净利润：-42,112.16 万元。归属于上市公司股东的扣 除非经常性损益的净利润：-42,291.77 万元。 （二）每股收益：-0.3350 元。 （一）主营业务影响 面积减少、项目开工率不足等因素，设备利用率和设备租赁价格仍处于低位水平徘徊。 以上因素导致公司半年度利润出现亏损。 （二）非经营性损益的影响 非经常性损益对本期业绩没有重大影响。 （三）会计处理的影响 会计处理对本期业绩没有重大影响。 四、风险提示 公司本次业绩预告未经注册会计师审计，且注册会计师未对公司本期业绩预亏是否 适当和审慎出具专项 ...