以下文章来源于卡车空间站 ，作者卡车空间站 卡车空间站 . 致力于为您提供新鲜及时、专业的卡车资讯、卡车评测、卡车产品、卡车技术和新能源卡车信息！ 3月份，我国天然气重卡市场出现26%的同比下滑，连增势头终止。 天然气重卡2025年的"金三"旺季失约了，"银四"旺季还会有吗？ 答案是否定的。请看第一商用车网的分析报道。 4月销1.71万辆同比降35%，金三银四遭遇"2连降" 根据第一商用车网掌握的终端销量数据（交强险口径，不含出口和军品），2025年4月份，国 内天然气重卡实销1.71万辆，环比今年3月份下降21%，同比也出现下滑，降幅为35%，同 比降幅较上月（-26%）扩大9个百分点，天然气重卡市场走势从连增转为连降。 由最近五年国内天然气重卡终端销量月度走势图可见，1月份和2月份，代表2025年的红色柱 体比之前任何一年都高，但3月份和4月份的红色柱体比代表2024年的蓝色柱体明显要矮许 多。今年3月份和4月份销量，在近五年里均排在第2高位（1月份和2月份都是五年最高），从 数字上看，今年天然气重卡市场可以说是毫无"金三银四"旺季可言。 而实际上，就整个重卡市场而言，也没有太明显的"旺季"感觉。3月份和 ...

Core Insights - The automotive industry is increasingly investing in humanoid robots, with 19 major car manufacturers entering this field, driven by advancements in AI and the need for automation [1][2][3] Group 1: Industry Trends - The first wave of interest in humanoid robots was sparked by Elon Musk's initiatives with Tesla and the acquisition of Boston Dynamics by Hyundai in 2021 [1][4] - The second wave, influenced by the rise of generative AI like ChatGPT, has seen traditional automakers become more proactive in developing humanoid robots through self-research, partnerships, and investments [2][3] Group 2: Company Strategies - Companies are categorized into three groups based on their motivations for developing humanoid robots: strategic considerations, real-world pressures, and narrative-driven approaches [3][4] - Notable examples include Tesla's self-developed Optimus robot, BYD's plans for a humanoid robot project, and Xiaomi's CyberOne, which aims to serve as a smart assistant [4][5][6] Group 3: Challenges and Opportunities - The automotive sector possesses inherent advantages in the humanoid robot supply chain and application scenarios, which boosts their confidence in developing these technologies [7][10] - However, challenges remain, particularly in achieving mass production and overcoming the limitations of humanoid robots in complex environments [10][11][12]

本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流，一汽解放集团股份有限公司（以下简称 "公司"）将参加由吉林省证券业协会、深圳市全景网络有限公司共同举办的 "2025年吉林辖区上市公司投资者网上集体接待日活动"，现将有关事项公告如 下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）；或关注微信公众号（名称：全景财经）；或下载全景路演 APP,参与本次互动交流。活动时间为 2025年5月27日（周二）15:00-16:30。 届时公司董事会秘书王建勋先生将在线就公司2024年度业绩、公司治理、发 展战略、经营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 证券代码：000800 证券简称：一汽解放 公告编号：2025-048 特此公告。 一汽解放集团股份有限公司 关于参加2025年吉林辖区上市公司投资者 网上集体接待日活动的公告 董事会 二〇二五年五月二十二日 一汽解放集团股份有限公司 ...

活动现场，一汽解放新能源车产品线牵引品系PDT经理吴刚与时代骐骥营销中心总经理朱正良 签署战略合作协议。此次签约进一步发挥了双方的优势，相互协作，将联合开发行业领先的重 卡底部换电车型，共同开拓重卡底部换电业务，为客户提供"车-电池-换电站"的一体化解决 方案。 一汽解放新能源战略客户营销部部长张鹏与行业头部企业代表签订千台换电重卡采购协议，这 是继4月份斩获千台订单后再次携手时代骐骥实现的千辆突破。此次签约产品新能源重卡涵盖 牵引车、载货车、专用车，标志着一汽解放新能源重卡全面发力布局底部换电产品，也彰显着 一汽解放与时代骐骥在市场开拓的合作日益密切。 5月17日-18日，由中国交通运输协会与宁德时代联合主办的"新一代重卡换电生态发布活 动"在山西大同举行。一汽解放党委委员、副总经理兼商用车开发院院长、党委书记王建宇出 席并见证千台订单签约仪式。一汽解放营销总部常务副总经理范国强等相关领导参加仪式。 ● 东风商用车新领导班子组建！董事长、总经理都是谁？ | 头条 ● 4月充电重卡销量破万再创新高，三一居首，解放/重汽/东风排第几？| 头条 ● 宁德时代港股正式上市！这一万亿级市场爆发加速 ● 东风股份总经理 ...

Core Viewpoint - The article highlights the significant contributions of Rao Bin to the establishment and development of China's automotive industry, emphasizing his role as a pioneer and leader in transforming the sector from non-existence to a modernized industry. Group 1: Historical Contributions - Rao Bin is recognized as a key founder and pioneer of the Chinese automotive industry, having initiated the establishment of the first automotive manufacturing plant in Changchun in 1952, which marked the beginning of domestic automobile production [3][4] - Under Rao Bin's leadership, the first domestically produced truck, the Jiefang brand, rolled off the assembly line in 1956, followed by the first Dongfeng sedan and Hongqi luxury car in 1958 [4] - In the 1960s, Rao Bin played a crucial role in establishing the Second Automotive Manufacturing Plant, advocating for modernization through the "Four New" strategy, which focused on new materials, processes, technologies, and equipment [4] Group 2: Strategic Vision and Modernization - After the reform and opening-up period, Rao Bin proposed the "external introduction and internal connection" strategy, which facilitated the establishment of joint ventures like Beijing Jeep and Shanghai Volkswagen, significantly advancing the modernization of China's automotive industry [5] - He also introduced the concept of "joint operations," restructuring the automotive industry by organizing 291 enterprises and 450,000 workers into seven joint companies, addressing the issues of low production and fragmentation [5] Group 3: Talent Development - Rao Bin emphasized the importance of talent development, establishing various educational institutions and training programs to cultivate skilled workers and leaders in the automotive sector, with 80% of the technical workers at the first automotive plant being trained after its establishment [6][7] - His efforts in talent cultivation laid the foundation for a robust workforce in the automotive industry, contributing to the growth of millions of automotive professionals in China today [7] Group 4: Legacy and Cultural Impact - Rao Bin's legacy is characterized by his commitment to building a strong automotive culture in China, which continues to inspire current automotive professionals and companies to uphold the spirit of innovation, resilience, and collaboration [9] - The article calls for a renewed focus on the principles established by Rao Bin, particularly in the context of the current challenges facing the automotive industry, including international competition and the need for technological innovation [10][11]

行业普遍认为，今年商用车市场较去年有几重"优势"，比如：老旧营运车辆焕新；节能减排和 公共领域电动化推动新能源市场增长；广东、广西等地区对氢能产业的支持……促进市场需求 小幅提升，按照此趋势，中汽协在年初预计的全年商用车销量将突破400万辆，应该"稳了"。 从当前商用车头部企业的销量分析，虽然进入二季度，产销较去年同期实现稳步增长：内需潜 力加快释放、新能源市场活跃、海外出口环境趋稳定，但属于一汽解放的"拉锯战"才刚刚开 始。在中重卡终端销量、新能源市场份额、海外出口方面，有三场"硬仗"摆在一汽解放面前！ 第一场"战役"：中重卡终端销量保卫战 4月，我国商用车市场无论是批发销量、还是终端销量，均呈现两位数的环比下降，批发销量 下降17.9%，终端销量下降11.1%。当月，中重卡市场仅重汽一家批发销量超2万辆，达2.68 万辆，一汽、东风、陕汽、福田的批发销量分别为1.84万辆、1.63万辆、1.36万辆和1.26万 辆，市场份额呈现"阶梯状"。 同期，对于极度"内卷"的国内终端市场而言，二季度"拉锯战"更为明显。北斗运营数据显 示：今年前4个月，一汽集团累计终端销量超4万辆，市占率为24%，一汽解放凭借在NG ...

2025年4月份，新能源重卡销量同比大增245%，达到创历史新高的1.58万辆。4月过后， 2025年新能源重卡累计销量已达到4.61万辆，同比增长197%，净增超3万辆。 这些亮眼数字的背后，哪一个细分领域表现最为出色？ 充电重卡！请看第一商用车网的分析解读。 4月实销破万辆大增305%，连续16个月翻倍涨 2025年4月份，国内新能源重卡市场共计销售1.58万辆（注：本文数据来源为交强险实销口 径，不含出口和军车，下同），环比今年3月份增长5%，同比也实现增长，增幅达到245%。 4月份，纯电动重卡（包括换电和充电）销售1.56万辆，占比高达98.57%，较上月 从细分车型来看，2025年1-4月份挂牌上路的充电重卡仍以牵引车、自卸车，以及混凝土搅 拌车为主，分别达到2.04万辆、4018辆和4041辆，占比分别达到67.33%、13.28%和 13.35%。此外，洗扫车、清洗车等环卫车型也是充电重卡的重要细分车型，合计占比达到 5.31%。 2025年1-4月份，全国除港、澳、台外的31个省（市、区）都有新能源重卡上牌，充电重卡 进入了全部31个省份。具体到城市来看，得益于纯电动环卫车（以充电车型为绝对 ...

4月的"重卡第一影响力指数"与市场同步迎来了7%的增长。 据第一商用车网统计，在2025年4月（2025年3月31日-2025年4月27日）的4周内，国内9 家主流重卡品牌"重卡第一影响力指数"的总得分为2238分，环比（2045）增长9%，同比去 年同期（2088）增长7.2%。 经历前几个月的蛰伏，4月"重卡第一影响力指数"迎来了与市场销量的同步复苏。同时，从4 月起，我们对"重卡第一影响力指数"的统计事项进行了调整，增加了"视频号传播"统计，也 助推了总得分的增长。 2025年4月"重卡第一影响力指数"大事件统计 | 企业 | 传播事件 | 进 | 主推车型 | 地点 | 点评 | | --- | --- | --- | --- | --- | --- | | | 10000 辆 新能源子 | | J6L 纯电 | 山东 | 此次交付的子母车是一汽 | | | | | | | 解放在技术与场景深度融 | | 汽解放 | | 大单 | | | 合的创新成果,实现了"高 | | | 母车战略 | | 动牵引车 | 邹城 | 效运营"与"绿色环保" | | | 合作 | | | | 的双重突破 | | | | ...

Core Viewpoint - The company, FAW Jiefang, has demonstrated strong performance in April with vehicle sales of 20,000 units, including 18,400 units of medium and heavy trucks, amidst a challenging market environment [1] Group 1: Sales Performance - In April, FAW Jiefang achieved a total vehicle sales of 20,000 units, with medium and heavy trucks accounting for 18,400 units, indicating a relatively stable performance in a weak market [1] - The sales of FAW Jiefang's new energy medium and heavy trucks, AAk, have been on the rise since 2025, with April sales reaching 2,443 units, leading the monthly sales rankings and outperforming the overall market growth for 12 consecutive months [1] Group 2: New Energy Transition - FAW Jiefang is actively transitioning towards new energy vehicles, having launched nearly 100 new energy products in the first quarter and promoted over 3,800 electric vehicles in the public sector [1] - The company is implementing a "15333" new energy strategy, which has contributed to its strong performance in the new energy sector [1] Group 3: Innovation and Collaboration - FAW Jiefang has entered a procurement cooperation for 1,000 battery-swapping heavy trucks with Times QiJi and Heavy Easy Times, aiming to develop a smart battery-swapping network that allows for a single range of over 350 kilometers and a total range of 700 kilometers after battery swapping [2] - The company introduced the J7 Leading Edition tractor and the new Tiger 6G pure electric light truck at the 137th Canton Fair, featuring advanced technologies such as L2-level intelligent driving systems and fast charging capabilities [2] Group 4: Global Expansion - FAW Jiefang is accelerating its overseas market expansion by signing a memorandum of cooperation with partners in South Korea, focusing on truck exports, technology collaboration, and market development [3] - The company is adapting to the domestic market's needs while also enhancing its global supply chain and after-sales service systems to maintain its competitive edge [4] Group 5: Policy Impact - The recent policy from the Ministry of Transport and other authorities regarding the replacement of old operating trucks is expected to boost the medium and heavy truck market demand by 2025, as it includes subsidies for natural gas heavy trucks [3] - The company is aligning its strategies with policy directions and market trends to solidify its leading position during the industry's structural adjustments [4]

Core Viewpoint - The production and sales report for April 2025 from FAW Jiefang Group shows a decline in heavy truck production and sales compared to the same period last year, indicating potential challenges in the heavy-duty truck segment [1] Production and Sales Data Summary - Heavy Trucks: - April production: 12,188 units, down from 16,268 units last year, a decrease of 25.00% - Year-to-date production: 67,903 units, down from 74,330 units last year, a decrease of 8.65% - April sales: 13,308 units, down from 18,062 units last year, a decrease of 26.50% - Year-to-date sales: 67,474 units, down from 77,249 units last year, a decrease of 12.65% [1] - Medium Trucks: - April production: 3,952 units, up from 2,904 units last year, an increase of 36.14% - Year-to-date production: 12,076 units, up from 10,137 units last year, an increase of 19.13% - April sales: 5,098 units, up from 3,943 units last year, an increase of 29.20% - Year-to-date sales: 12,807 units, up from 10,760 units last year, an increase of 19.02% [1] - Light Trucks: - April production: 527 units, down from 5,454 units last year, a decrease of 90.34% - Year-to-date production: 11,977 units, down from 18,259 units last year, a decrease of 34.40% - April sales: 1,564 units, down from 6,665 units last year, a decrease of 76.55% - Year-to-date sales: 14,760 units, down from 19,122 units last year, a decrease of 22.81% [1] - Buses: - April production: 0 units, same as last year - Year-to-date production: 5 units, up from 1 unit last year, an increase of 400.00% - April sales: 5 units, same as last year - Year-to-date sales: 0 units, up from 37 units last year, an increase of 1750.00% [1] - Total: - April total production: 16,667 units, down from 24,626 units last year, a decrease of 32.30% - Year-to-date total production: 91,961 units, down from 102,727 units last year, a decrease of 10.48% - April total sales: 19,975 units, down from 28,670 units last year, a decrease of 30.50% - Year-to-date total sales: 95,078 units, down from 107,133 units last year, a decrease of 11.25% [1]