智通财经APP获悉，10月21日，中国汽车流通协会发布2025年9月全国商用车销量概况(批发)。数据显示，2025年9月全国商用车整体销量(批发)为36.79万 辆，同比增长29.61%，环比增长16.31%。1-9月全国商用车累计整体销量(批发)为311.17万辆，累计同比增长7.58%。 商用车整体市场销售概况 2025年9月新能源商用车销量(批发)为9.23万辆，同比增长73.66%，环比增长29.81%;1-9月累计销量(批发)63.10万辆，同比增长66.21%。 连续12个月商用车销量变化趋势 销量(万辆) 环比增长率(%) 50.00 80.00 60.00 40.00 40.00 30.00 20.00 0.00 20.00 -20.00 10.00 -40.00 -60.00 0.00 202410 202411 202412 202501 202502 202503 202504 202505 202506 202507 202508 202509 29.80 36.79 息体 31.48 36.86 29.05 31.33 44.73 36.71 33.46 36.90 30.60 31 ...

Group 1 - The commercial vehicle sector increased by 1.33% on the trading day, with Foton Motor leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] - Key stocks in the commercial vehicle sector showed various performance, with Foton Motor's closing price at 2.78, up 3.73%, and a trading volume of 2.4183 million shares [1] Group 2 - The net inflow of main funds in the commercial vehicle sector was 41.9949 million yuan, while retail funds experienced a net outflow of 7.4309 million yuan [3] - The trading volume and turnover for several companies were highlighted, with Jianghuai Automobile achieving a turnover of 1.675 billion yuan [1][3] - The overall market sentiment in the commercial vehicle sector appears positive, as indicated by the majority of stocks showing gains [1]

【共同开拓海外市场 一汽解放与临工集团签署战略合作协议】近日，一汽解放与临工集团签署战略合 作协议，标志着双方在产品、市场、智能制造等领域的合作迈入全方位深化新阶段。 临工集团是中国工程机械行业的四大领先集团之一。一汽解放与临工集团之间的合作已长达近20年。 根据协议，双方将持续深化产业协同，在产品、市场、智能制造等重点领域加强合作，共同开拓国内外 市场，实现双赢。 此次战略合作是双方顺应产业链协同创新趋势的重要举措。据悉，未来双方将通过核心总成研发、智能 制造等领域的深度协同，进一步提升企业核心竞争力，为中国工业高质量发展注入新动能。中经记者 尹丽梅 张硕 北京报道 "一汽解放与临工集团双方战略高度契合。"一汽解放董事长、党委书记李胜指出，未来一汽解放将加大 非道路研发投入，携手临工集团共同做大非道路市场。面向海外市场，将整合双方优势，做好协同，互 为客户，共商、共享、共建市场资源，共同开拓海外市场。 ...

Group 1 - Five central enterprises have undergone changes in external board member positions [1][2][3][4][5] - China National Nuclear Corporation appointed Ge Xiaochun as an external director, while Ouyang Qian is no longer serving in this role [1] - China Aerospace Science and Industry Corporation appointed Zhang Fengchun as an external director [2] - China Telecom Group appointed Zhou Yubo as an external director [3] - China Satellite Network Group appointed Zhang Jianheng as an external director [4] - China FAW Group appointed Ding Shaobin as an external director [5]

在连续5月遭遇同比下滑后，天然气重卡市场在2025年8月份重获增长。 9月份的销售旺季里，天然气重卡市场表现会否更好？ 答案是肯定的。 请看第一商用车网的分析报道。 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，但自3月份开始，红色柱体比代表2024年的蓝色柱体明显要矮 许多。今年3-7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）；8月 份和9月份，天然气重卡销量在近五年里同样是第2高（高于2024年，但低于2023年同 期）。 9月份，重卡市场整体实销8.34万辆，同比增长92%，天然气重卡9月份同比增长149%， 时隔6个月再次跑赢重卡市场"大盘"，这也是天然气重卡市场年内第三次跑赢重卡市场整体 增速。9月份，天然气重卡2.34万辆的销量在重卡终端实销中占到28.12%的份额，较上月 （25.02%）有所提升。上图可见，2025年2月份天然气重卡在重卡终端实销中的占比时隔 5个月再次超过30%后，之后逐月下滑，最近的7-9月又逐月提升。今年1-9月，天然气重 卡在重卡终端实销中的占比为25.59%，比2024年全年29.58 ...

此次战略合作是双方顺应产业链协同创新趋势的重要举措。据悉，未来双方将通过核心总成研发、智能 制造等领域的深度协同，进一步提升企业核心竞争力，为中国工业高质量发展注入新动能。 （文章来源：中国经营报） 临工集团是中国工程机械行业的四大领先集团之一。一汽解放与临工集团之间的合作已长达近20年。 "一汽解放与临工集团双方战略高度契合。"一汽解放董事长、党委书记李胜指出，未来一汽解放将加大 非道路研发投入，携手临工集团共同做大非道路市场。面向海外市场，将整合双方优势，做好协同，互 为客户，共商、共享、共建市场资源，共同开拓海外市场。 根据协议，双方将持续深化产业协同，在产品、市场、智能制造等重点领域加强合作，共同开拓国内外 市场，实现双赢。 近日，一汽解放与临工集团签署战略合作协议，标志着双方在产品、市场、智能制造等领域的合作迈入 全方位深化新阶段。 ...

Core Viewpoint - The sales of new energy heavy trucks in China have surged significantly, with a record monthly sales of over 24,000 units in September 2025, marking a year-on-year increase of 206% [1][2]. Sales Performance - In September 2025, new energy traction trucks sold 18,900 units, representing a month-on-month increase of 35% and a year-on-year increase of 234%, continuing a strong upward trend [2][12]. - The overall sales of heavy trucks reached 83,400 units in September, with traction trucks accounting for 50,700 units, a year-on-year increase of 124% [8]. Market Share - New energy traction trucks held a market share of 78.28% in the new energy heavy truck segment in September 2025, slightly down from the previous month [4]. - For the first nine months of 2025, the market share of new energy traction trucks was 32.78%, significantly higher than the 17.43% share in 2024 [8]. Growth Trends - The monthly sales figures for new energy traction trucks from March to September 2025 have consistently ranked among the highest in history, indicating robust market performance [6]. - Cumulatively, from January to September 2025, new energy traction truck sales reached 104,000 units, a year-on-year increase of 242% [15][21]. Leading Companies - In September 2025, the top-selling companies included Jiefang with 3,527 units, followed by Xugong with 2,857 units, and SANY with 2,314 units [14]. - The leading companies have shown substantial growth, with Jiefang and Xugong increasing their sales by 364% and 254% respectively compared to the previous year [19]. Market Dynamics - The number of players in the new energy traction truck market has increased, with 30 participants in 2024 and 29 by September 2025, indicating a competitive landscape [15]. - The market is characterized by a high penetration rate of new energy traction trucks, with a record monthly penetration of 37.27% in September 2025 [8][12].

Core Insights - The completion of the FAW Jiefang (Wuxi) R&D base marks a significant step in enhancing the company's core competitiveness and supporting the development of the powertrain industry [1][3] - The project aims to provide robust support for FAW Jiefang's strategic goal of becoming "China's first and a world-class" provider of green and intelligent transportation solutions [3][4] Strategic Foundation - The core of commercial vehicle technology and product success lies in the power system, which is crucial for FAW Jiefang's competitiveness and its strategic goals [4] - In 2022, FAW Jiefang initiated a series of strategic actions, including the integration of engine, transmission, and axle businesses into a powertrain division [4] - The company has innovatively proposed the "power domain" concept, focusing on collaborative development between chassis and vehicle systems [4] Manufacturing and Global Expansion - FAW Jiefang has invested nearly 4 billion in three "super factories" located in Wuxi, Changchun, and Dalian, ensuring high-quality delivery of power domain products [5] - The company has established dedicated R&D teams for overseas markets, aiming to customize products based on in-depth research of user scenarios [5] Market Strategy and Performance - FAW Jiefang is addressing the cyclical challenges in the commercial vehicle industry by implementing four competitive strategies to enhance its core competitiveness [6] - The company has seen significant market success, with new products like the T-shift AMT transmission achieving monthly sales exceeding 1,000 units [7] - In the non-road sector, FAW Jiefang is expanding its product line and capacity, targeting specific applications such as generators and excavators [8] Future Development Blueprint - The Wuxi R&D base plays a critical role in FAW Jiefang's global R&D layout, focusing on rapid market response and product development [9] - Future product planning includes a clear roadmap for various power domains, such as green low-carbon, pure electric, hybrid, and fuel-cell technologies [10] - The company aims to leverage the Wuxi base as a new starting point to strengthen its industry leadership and support the transition to a greener and smarter commercial vehicle sector [10]

活动全景 10月18日，"芯动力 强引擎 向未来"一汽解放（无锡）研发能力提升项目竣工仪式在太湖之滨隆重举行，现场同步发布解放H智慧动力域非道 路产品及6SX1矿用自卸增程产品，为中国汽车产业高质量发展注入新动能。10月18日，"芯动力·强引擎·向未来"一汽解放（无锡）研发能力提升 项目竣工仪式在太湖之滨隆重举行，现场同步发布解放H智慧动力域非道路产品及6SX1矿用自卸增程产品，为中国汽车产业高质量发展注入新动 能。 活动全景 无锡市人民政府副市长周文栋，一汽解放董事长、党委书记李胜，一汽铸锻董事长、党委书记杨泽坤，无锡市梁溪区委常委、副区长丁达 伟，一汽解放副总经理王志宇，总经理助理、动力总成事业部总经理、党委书记董亚洲出席仪式。无锡市、梁溪区政府相关部门领导以及经销 商、供应商、大客户、媒体和事业部员工代表参加仪式。 领跑行业 锚定核心技术自主可控 一汽解放始终牢记习近平总书记"掌控关键核心技术"的殷切嘱托，践行做强自主事业的初心使命，致力于构建智慧动力域研发布局，推进（无锡）研 发能力提升项目，完善技术创新体系，全面提升解放动力总成核心竞争力。 周文栋讲话 周文栋表示，希望一汽解放以此次项目竣工为契机， ...

1.【韩国特斯拉电池管理系统故障频现，涉多款车型】近期，不断有韩国特斯拉车主反映部分车型的 电池管理系统出现故障，导致汽车最大充电量被限制在50%左右，严重影响车辆正常使用。而特斯拉 的消极应对，引发消费者的强烈不满。据悉，特斯拉在韩国的汽车注册量从2020年的1.5万辆增至今 年上半年11.2万辆。今年9月，特斯拉注册量同比激增超过570%，连续三个月位居韩国进口车注册 榜首，但其服务体系的建设却严重滞后。目前韩国国土交通部已展开调查，表示一旦确认存在缺陷， 将下令强制召回。与此同时，韩国上个月已要求特斯拉方面提交整改计划，但至今没有收到回应。韩 国环境部相关人士表示，考虑取消特斯拉电动汽车补贴资格。（央视财经） 2.【一汽解放与临工集团签署战略合作协议】据一汽解放消息，10月17日，一汽解放与临工集团战略 合作签约仪式在无锡举行。根据协议，双方将在产品、市场、智能制造等重点领域加强精诚合作。 （界面新闻） 3.【2026款凯迪拉克CT6将于10月22日上市，现款售 35.97 万元起】上汽通用凯迪拉克宣布旗下 2026款 凯迪拉克CT6 车型将于10月22日正式上市。据悉，该车此前已开启盲订，盲订期可享受 ...