"该项目将依托长三角区位优势，借助无锡深厚的科技创新底蕴和产业发展基础，以一流的研发硬件设 施与行业引领的研发管理体系，有力提升一汽解放动力总成产业科技创新和产品研发能力，进一步巩固 解放动力的行业领军地位，增强一汽解放动力总成产业发展后劲。"一汽解放副总经理王志宇说。 当日，一汽解放还同步发布了解放H智慧动力域非道路矿用自卸两款新品——HDRE400（柴油400kW增 程产品）和HSRE400（天然气400kW增程产品）。解放H智慧动力域非道路产品的发布，表明解放智慧 动力域不仅在车用领域持续领航，同时也在非道路市场加速布局。这两款新产品的推出，将为客户带来 更优质的选择，也将为一汽解放赢得更广阔的市场空间。 一汽解放商用车开发院副院长兼动力总成事业部副总经理刘江唯介绍，上述两款新品直击矿用自卸使用 场景中的"重载上坡、恶劣环境、充电设施不足"三大痛点，应用关键核心技术带来"极致智能、极致节 能、极致可靠、极致安全"四项极致价值，让动力系统从简单"执行命令"进化到"主动思考、协同优 化"的新阶段，总成发电功率高达400kW，并实现了更高能耗转化效率（油电比达到4.31kWh/L、气电比 达到5.1kWh/k ...

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。 周文栋表示，希望一汽解放以此次项目竣工为契机，把无锡作为创新发展的主阵地，推动更多 前沿项目在此落地、更多亮眼成果在此涌现，与无锡市政府携手打造政企合作、互惠共赢的全 新典范。他表示，无锡市政府将为此提供最优质的要素保障和最高效的政务服务，为中国汽车 产业高质量发展贡 ...

Group 1 - The core point of the article is that FAW Jiefang Automotive Co., Ltd. has obtained a patent for an "AMT shifting control method," with the patent number CN 119308998 B, applied for on December 2024 [1] - FAW Jiefang Automotive Co., Ltd. was established in 2002 and is located in Changchun City, primarily engaged in the automotive manufacturing industry [1] - The registered capital of FAW Jiefang Automotive Co., Ltd. is 1,080,301.25 thousand RMB [1] Group 2 - The company has made investments in 23 enterprises and participated in 5,000 bidding projects [1] - FAW Jiefang holds 272 trademark registrations and has 5,000 patent records [1] - The company possesses 190 administrative licenses [1]

Core Insights - The article highlights the significant growth in China's commercial vehicle market, particularly in the new energy vehicle (NEV) segment, with a penetration rate exceeding 30% in September, indicating a rapid market transformation [1][2] - The strategic foresight of FAW Jiefang, which has implemented the "15333" new energy strategy since 2021, is credited for its leading position in the NEV market, achieving substantial sales growth [2][3] - FAW Jiefang's commitment to technology and product development, alongside a robust service ecosystem, positions it as a leader in the new energy commercial vehicle sector [4][5][6] Industry Performance - In September, China's commercial vehicle production and sales reached 376,000 and 368,000 units respectively, with month-on-month increases of 19.3% and 16.3% [1] - The sales of new energy commercial vehicles surged by 70% year-on-year, with nearly 31,200 units sold in September, marking a significant recovery in the overall automotive industry [1][3] Company Performance - FAW Jiefang maintained a 21.3% market share in the domestic medium and heavy truck segment, leading the industry [1] - The company achieved a remarkable increase in new energy vehicle sales, with over 4,500 units sold in September, capturing a 16.2% market share in the NEV medium and heavy truck category [1][2] - FAW Jiefang's new energy product sales have shown exponential growth, with cumulative sales reaching over 29,700 units from January to September 2025, reflecting a year-on-year increase of 313.3% [2][3] Strategic Initiatives - FAW Jiefang's "15333" strategy focuses on maximizing its advantages in the new energy sector, emphasizing early market entry and user recognition [2] - The company has invested over 20 billion yuan in building a global innovation base for new energy vehicles and has achieved full control over key technologies in the industry [4] - FAW Jiefang is addressing common barriers to NEV adoption, such as high purchase costs and charging difficulties, by innovating business models and establishing a comprehensive service network [6][7] Product Development - The company is developing a diverse range of new energy products tailored to various applications, including electric, hybrid, and fuel cell technologies [5] - Upcoming product launches, including the Jiefang 7 series and Eagle series, are expected to emphasize low energy consumption, lightweight design, and high quality [5] Ecosystem and Services - FAW Jiefang is creating an integrated ecosystem that encompasses vehicle development, charging infrastructure, and after-sales services, enhancing user trust and satisfaction [6] - The company has established a comprehensive service network across county and township levels, ensuring efficient service delivery and support for its customers [6][7]

Investment Rating - The report assigns an "Overweight" rating for the heavy truck industry [4]. Core Insights - In September, domestic heavy truck sales reached 106,000 units, representing a year-on-year increase of 83% and a month-on-month increase of 15% [2][4]. - The sales of domestic natural gas heavy trucks in September were 21,000 units, showing a year-on-year growth of 258% and a month-on-month increase of 32% [2][4]. - The report anticipates that the heavy truck sales will gradually recover due to economic recovery and the introduction of a "trade-in" policy in 2025, projecting sales of 1.067 million units for 2025, a year-on-year increase of 18% [4]. Summary by Sections Sales Performance - In the first nine months of 2025, cumulative domestic heavy truck sales reached 821,000 units, a year-on-year increase of 20% [4]. - The sales structure in September 2025 showed that semi-trailer trucks accounted for 50.9%, cargo trucks for 27.5%, and non-complete vehicles for 21.6% of total heavy truck sales [4]. Natural Gas Heavy Trucks - The penetration rate of natural gas heavy trucks in September was 20%, with semi-trailer trucks having a penetration rate of 36% [4]. - The report highlights that for annual average mileage exceeding 150,000 kilometers, using natural gas is economically favorable for most time periods [4]. New Energy Heavy Trucks - In September, domestic new energy heavy truck sales were 19,000 units, reflecting a year-on-year increase of 180% and a month-on-month increase of 24% [4]. - The penetration rate for new energy heavy trucks in September was 18%, with a cumulative penetration rate of 15% for the first nine months of 2025 [4]. Company Recommendations - The report recommends several companies for investment, including Weichai Power, China National Heavy Duty Truck Group, CIMC Vehicles, Foton Motor, and FAW Jiefang [4].

Market Overview - The commercial vehicle sector experienced a decline of 3.52% on October 17, with Hanma Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Hanma Technology (600375) closed at 8.11, down 5.81% with a trading volume of 965,400 shares and a turnover of 807 million yuan [1] - King Long Motor (600686) closed at 12.49, down 5.31% with a trading volume of 451,700 shares and a turnover of 578 million yuan [1] - JAC Motors (600418) closed at 48.30, down 4.51% with a trading volume of 479,300 shares and a turnover of 2.349 billion yuan [1] - Ankai Bus (000868) closed at 5.45, down 4.39% with a trading volume of 224,700 shares and a turnover of 12.5 million yuan [1] - Foton Motor (600166) closed at 2.65, down 4.33% with a trading volume of 2.1422 million shares and a turnover of 576 million yuan [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 870 million yuan from institutional investors, while retail investors contributed a net inflow of 697 million yuan [1] - The following stocks had notable capital flows: - JMC (000550) had a net inflow of 2.8502 million yuan from institutional investors but a net outflow of 3.2894 million yuan from retail investors [2] - Yutong Bus (600066) experienced a net outflow of 9.3627 million yuan from institutional investors but a net inflow of 29.0770 million yuan from retail investors [2] - Ankai Bus (000868) had a significant net outflow of 22.1866 million yuan from institutional investors, while retail investors contributed a net inflow of 25.24 million yuan [2]

【环球网智驾综合报道】10 月 16 日，2025 世界智能网联汽车大会在北京开幕。中国第一汽车集团有限 公司董事、总经理刘亦功发表主题演讲，深度剖析 AI 对汽车产业的颠覆性影响，详解一汽 "AI+" 转型 实践，并直指行业三大核心挑战，提出以生态协同构建中国式智能网联解决方案的路径。 刘亦功开宗明义指出，"AI 正从技术工具跃迁为产业灵魂，深刻重塑汽车产业的每一个价值环节"，并 将其定位为驱动产业价值、产品竞争、科技创新与场景需求升级的最强引擎。在产业底层逻辑上，汽车 已不再是单纯的机电产品，而是 "数据驱动、持续进化、生态共生的智能终端"，产业竞争核心要素从 马力转向算力，算法、芯片、数据成为核心竞争力，企业护城河被重新定义，"核心软硬件技术创新、 数据驱动的用户洞察、快速迭代的敏捷型组织" 成为制胜关键，赢者通吃格局加速形成。 产品价值模式方面，他预测到 2030 年，汽车产品价值将呈现 "硬件占 40%、软件占 40%、内容服务占 20%" 的 "442" 格局，订阅服务、数据变现等成为新价值增量，智能驾驶与数字座舱成为核心竞争力， 商业模式从 "硬件一次性销售" 向 "软件 + 服务的全生命周期运 ...

引车市场95%的同比增幅较上月大幅扩大，比重卡市场整体83%的同比增速高出12个百分 点，跑赢重卡市场"大盘"。 9月销售5.6万辆，环比增长15%，同比增长95% 第一商用车网最新获悉，根据中汽协数据（企业开票数口径，非终端实销口径，下同）， 2025年9月份，我国重卡市场共计销售10.56万辆，环比增长15%，同比增长83%。这其 中，作为重卡市场中最受关注的细分领域，牵引车市场在9月份同步实现增长，交出的成绩 单为：销售5.63万辆，环比增长15%，同比增长95%，收获一波同比"5连增"。9月份，牵 2025年9月份，重卡市场整体销量同比大增83%，交出一份颇有成色的金九成绩单。此前 已连续六个月跑输重卡市场"大盘"的牵引车市场表现如何？跑赢还是跑输？2025年前三季 度走完，牵引车行业格局有何变化？ 请看第一商用车网的分析报道。 纵观近五年9月份牵引车市场销量及增幅走势图，最近五年的9月份，牵引车市场走出一个 降-降-增-降-增的走势（与重卡市场整体走势完全相同），五年中仅有两年9月份销量超 过5万辆，其中就包括2025年9月份，5.63万辆的销量是近五年第二高，比去年9月份净增 长约2.2万辆，比五 ...

本报讯 （记者袁传玺）天眼查工商信息显示，近日，一汽能源（长春）科技有限公司成立，注册资本2 亿元。股东信息显示，该公司由中国第一汽车股份有限公司全资持股。 ...

Core Insights - The domestic new energy heavy truck market has experienced explosive growth since 2025, with average monthly sales reaching 14,200 units and a year-on-year growth rate of 189% from January to August 2025 [1]. Sales Performance - In September 2025, new energy heavy truck sales hit a record high of 24,100 units, representing a year-on-year increase of 206% and a month-on-month increase of 36% compared to August 2025 [5]. - The overall heavy truck market in September 2025 saw sales of 83,400 units, with new energy heavy trucks achieving a penetration rate of 28.93%, up from 26.61% in August [7][9]. Market Trends - The new energy heavy truck market has outperformed the overall heavy truck market for 28 consecutive months, with a remarkable 32-month streak of year-on-year growth [7]. - The penetration rate of new energy heavy trucks has consistently remained above 20% since March 2025, with recent months exceeding 25% [9]. Company Performance - In September 2025, several companies achieved significant sales milestones, with 14 companies selling over 100 units and 8 companies exceeding 1,000 units [12]. - The top three companies in September 2025 were Jiefang, Xugong, and Sany, with sales of 3,989, 3,590, and 3,193 units respectively [14]. - Year-to-date sales from January to September 2025 reached 137,800 units, with the top three companies (Xugong, Sany, and Jiefang) each selling over 20,000 units [21]. Market Share - The market share of new energy heavy trucks has shown a rising trend, with the top five companies accounting for 66.87% of the market in September 2025 [19]. - Jiefang, Xugong, and Sany held market shares of 16.53%, 14.88%, and 13.24% respectively in September 2025 [18]. Cumulative Sales - By the end of September 2025, the cumulative sales of new energy heavy trucks exceeded 140,000 units, with 12 companies surpassing 1,000 units in total sales [21][27]. - The cumulative sales growth for the top companies from January to September 2025 was substantial, with Jiefang, Shaanxi Automobile, and China National Heavy Duty Truck achieving year-on-year increases of 308%, 283%, and 231% respectively [23][28].