2025年11月份，重卡市场整体销量同比大增65%，创造年内最高销量，表现比"金九银 十"旺季还要旺。 9月份和10月份均跑赢重卡市场"大盘"的牵引车市场表现如何？会不会也比"金九银十"更 旺？2025年仅余最后一个月的时候，牵引车行业格局还会不会有新变化？ 请看第一商用车网的分析报道。 11月销售6.2万辆，环比增长5%，同比增长85% 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11月份，我国重卡市场共计销售11.32万辆，环比增长7%，同比增长65%。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11月份同步实现环比、同比双 增，交出的成绩单为：销售6.17万辆，环比增长5%，同比增长85%，收获一波同比"7连 增"。11月份，牵引车市场85%的同比增幅较上月小幅扩大，比重卡市场整体65%的同比 增速高出20个百分点，连续三个月跑赢重卡市场"大盘"。 纵观近五年11月份牵引车市场销量及增幅走势图，最近五年的11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），五年中仅有一年11月份销量 超过5万辆，就是2025年11 ...

一汽解放董事长、党委书记、解放时代董事长李胜，天津港保税区党委常委、管委会副主任刘贯虹，特 来电副总裁刘忠诚，一汽解放总经理、党委副书记于长信，一汽解放党委委员、总经理助理兼财务控制 部部长杨丽出席会议。来自全国各地的金融合作伙伴、渠道合作伙伴、媒体代表及行业同仁共350余人 参加会议，共同见证一汽解放全新租赁业务品牌"鲸E租"的正式启航。会议由一汽解放党委副书记、工 会主席王浩主持。 ▲ 李胜致辞 李胜在致辞中对解放时代的战略方向与团队成果表示充分肯定。他表示，"鲸E租"品牌不仅是商业模式 的创新，更是响应国家战略、推动行业绿色发展的重要实践。"鲸E租"品牌的应运而生，既是一汽解放 深耕行业大势的创新之策，也是引领行业向上的探索之举！ 李胜指出，"鲸E租"品牌是一汽解放携手宁德时代和特来电两大行业领军企业，深度融合整车制造、动 力电池和智慧补能三大核心能力，所打造的一套灵活高效、持续盈利的绿色运力解决方案。未来，希望 合作伙伴能够坚守客户导向，做解决痛点的贡献者；树立行业标杆，做全链协同的引领者；扛起社会责 任，做绿色转型的推动者。 ▲ 乔燕南致辞 12月14日，以"智领全球 质赢未来"为主题的一汽解放20 ...

Core Viewpoint - The commercial vehicle market in China has shown consistent growth since June 2025, with November sales reaching 391,700 units, marking a 24% year-on-year increase and a 9% month-on-month increase, indicating a strong upward trend in the industry [1][4][26]. Sales Performance - In November 2025, the commercial vehicle market sold 391,700 units, achieving a year-on-year growth of 24% and a month-on-month growth of 9%, with the growth rate expanding by 3 percentage points compared to the previous month [4][26]. - The cumulative sales from January to November 2025 reached 3.8704 million units, representing a 10% increase year-on-year, with an additional 365,400 units sold compared to the same period last year [8][18]. Market Trends - The sales trend for November over the past five years has fluctuated, with this year's sales being the highest at 391,700 units, surpassing last year's figures by approximately 77,000 units and the lowest in 2022 by nearly 140,000 units [6][8]. - The market has experienced a competitive landscape, with the top ten companies holding a combined market share of 75.69% in November, and the top five companies accounting for nearly 50% of the market [15][23]. Company Rankings - Foton led the sales in November with 54,800 units sold, followed by China National Heavy Duty Truck Group with 40,500 units, and Dongfeng and Changan both with 35,500 units [10][12]. - The rankings of the top ten companies remained stable, with minor shifts in positions, indicating a highly competitive environment where market shares among neighboring companies are closely contested [16][24]. Cumulative Sales by Company - Foton's cumulative sales reached 585,600 units, while China National Heavy Duty Truck Group, Dongfeng, and Changan all exceeded 350,000 units in cumulative sales [20][23]. - The leading companies in terms of cumulative growth include China National Heavy Duty Truck Group, with a 26% increase, followed by Shaanxi Automobile and SAIC Maxus with 21% and 35% increases, respectively [18][20]. Conclusion - The commercial vehicle market in China is experiencing a robust growth phase, with significant year-on-year increases in both monthly and cumulative sales, alongside intense competition among leading manufacturers [26].

据第一商用车网统计，在2025年11月（2025年11月3日-2025年11月30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2220分，环比10月（2566分）5 周下降13.5%，较去年同期4周得分（2298分）略降3.4%。 | 排名 | 品牌 | 总得分 | | --- | --- | --- | | 01 | 汽解放 | 588 | | 02 | 中国重汽 | 433 | | 03 | 东风商用车 | 262 | | 04 | 东风柳汽乘龙 | 209 | | 05 | 徐工汽车 | 204 | | 06 | 陕汽重卡 | 167 | | 07 | 北奔重汽 | 144 | | 08 | 北汽重卡 | 139 | | 09 | 远程商用车 | 74 | 虽说总得分同比迎来微降，但由于统计周数不同，11月周均得分环比来看还是微涨的，尤 其考虑到10月份的得分成绩较为突出，加上2025武汉商用车展的助推，11月的影响力总分 可谓含金量十足，9家重卡品牌也用传播数据证明了重卡市场的火热。 2025年11月"重卡第一影响力"传播事件统计 | 企业 | 传播事件 | 话题 | 主推车型 ...

12月14日-17日，以"智领全球 质赢未来"为主题的一汽解放2026全球合作伙伴大会将在成都"中国西部国际博览城"举行。 展车方面，一汽解放充分展现行业龙头的强大实力，带来浩浩荡荡各类整车228辆，场地规模之大创历届之最。设置"国内整车展馆"、"国际整车 展馆"、"室外展区"、"产业伙伴展馆"、"智慧运营展馆"、"欢迎卡友回家"等多个主题展区。展车覆盖中重型、轻型全系，展示新能源+传统双路 线，重磅小卡首发，"星钥"滑板底盘震撼亮相……下面随小编镜头一起来看看吧！ 国内整车展馆 国内整车展馆展出了长春基地和青岛基地多款拳头产品，涵盖中重卡和轻型车，小卡重磅首秀！ 图片 u TBS 3 BEE lar are state t a B 7 IH277 . a 2 N 0 23 y AND AN 12 74 @ = REA C R 首页 P2 面击是引车 1 1 per at df 17 6 see 的安 19 @ l are [ LE STORER e t 2019 8150 11648137 2017 EBECT IN A and 17 麻 歌 Comfort PASS and post ntelligent ...

在"金九银十"两月连续交出超2万辆成绩单的新能源重卡市场，在刚刚过去的11月又刷新了多 项纪录！ 2025年11月份，新能源重卡在重卡市场终端销量的占比达到36.45% ，较上月占比 （28.65%）提升不少，高于2024年全年占比（13.61%），比去年同期渗透率（17.61%） 高了接近20个百分点。上图还可见，自2025年3月份开始，重卡市场新能源渗透率再也没有 低于过20%，自6月份起均超过25%，刚刚过去的11月份渗透率首次突破30%，并一举超过 35%。 2025年1-11月，重卡市场新能源渗透率达到25.95% （去年同期渗透率为 12.54%），用气势如虹来形容2025年，尤其是最近几月的新能源重卡市场毫不夸张。 2025年1-11月，全国31个省（市、区）都有新能源重卡上牌。 具体到城市来看，截止到11 月份，今年全国已有326座城市有新能源重卡上牌（11月新增2城），其中上海、深圳、广 州、成都、长沙、郑州、昆明、天津、西安、昌吉、石家庄、临汾、晋城、北京和重庆等17 座城市上牌量已超过2000辆，上牌量超过4000辆的城市都有5座（如下图）。 爆！可以说是2025年11月份新能源重卡市场 ...

智通财经APP获悉，12月12日，第一商用车网发布，2025年11月份，重卡销量同比大增65%，收获同 比"8连增"的同时，还创造了今年重卡市场最高月销量。可以说，11月份的重卡市场比"金九银十"旺季 还要旺。 从累计销量来看，2025年1-11月，重卡市场累计销售104.23万辆，在近五年里排在第二高，在近十年里 则仅能排在第六，比上年同期的81.78万辆增长了27%，净增长超22万辆，最近几月累计销量增幅呈逐 月扩大态势（如下图）。从单月销量来看，11月份重卡市场11.32万辆的销量是今年最高单月销量， 比"金三银四"、"金九银十"旺季销量都要高。今年1-11月，重卡市场平均月销量约9.46万辆，明显高于 2024年和2023年平均月销量水平（2024年和2023年重卡市场平均月销量分别约为7.5万辆和7.6万辆）， 从这一角度看，2025年重卡市场有明显回暖迹象。11月过后，2025年重卡市场累计销量已突破100万辆 大关，达到104.23万辆，同比累计增长27%，全年销量超过110万辆已无悬念。 重汽/解放超2万辆争冠，雷驰/三环跻身月榜前十 11月重卡销11.3万辆同比大增65%，创年内月销量新高 ...

Core Viewpoint - The heavy truck market in China experienced a significant increase in sales in November 2025, with a year-on-year growth of 65%, marking the highest monthly sales of the year and surpassing the traditional peak seasons of "Golden September and Silver October" [1][20]. Sales Performance - In November 2025, the total sales of heavy trucks reached 113,200 units, reflecting a month-on-month increase of 7% and a year-on-year increase of 65%, with the growth rate expanding by 5 percentage points compared to October 2025 [4][11]. - The average sales volume for November over the past decade was approximately 78,700 units, with only two years exceeding 100,000 units, making the November 2025 performance notably strong [4][6]. Cumulative Sales Data - From January to November 2025, cumulative heavy truck sales reached 1,042,300 units, representing a year-on-year increase of 27%, with a net increase of over 224,500 units compared to the same period last year [8][15]. - The average monthly sales for the year stood at approximately 94,600 units, significantly higher than the averages for 2024 and 2023 [8]. Market Share and Competition - In November 2025, five companies sold over 10,000 units each, with the top two companies, Heavy Truck and Liberation, selling 28,800 and 23,800 units respectively, maintaining a combined market share of 87.78% among the top five companies [11][13]. - The top ten companies accounted for 96.43% of the market share, indicating a high level of concentration within the industry [11][17]. Year-on-Year Growth of Companies - All top ten companies in the heavy truck market achieved year-on-year sales growth in November, with some companies like Foton and Xugong experiencing growth rates of 139% and 150% respectively [13][17]. - The market share of the top five companies increased to 90.30%, reflecting a strengthening of industry concentration compared to the previous year [17][18]. Future Outlook - With the strong performance in November, it is anticipated that the total heavy truck sales for 2025 will exceed 1.1 million units, with the final figures expected to be confirmed in December [20].

Group 1: Commercial Vehicles - The core conclusion for heavy trucks indicates that exports will surpass domestic sales in 2026, with a focus on leading exporters [2] - In 2025, the total wholesale volume for heavy trucks is expected to reach 1.143 million units, a year-on-year increase of 26.7%, with domestic sales at 814,000 units (+35.2%) and exports at 332,000 units (+14.3%) [11][12] - The penetration rate of electric heavy trucks is projected to rise to 30%-35% in 2026, with natural gas trucks also expected to gain market share [2][11] Group 2: Buses - The bus sector is expected to see stronger external demand than internal demand in 2026, with a projected growth of 3% for domestic sales and 30% for exports [3][22] - The key players in the bus industry, such as Yutong and King Long, are anticipated to benefit from the recovery in both domestic and overseas markets [3][22] - The overall profitability of the bus sector is expected to improve, driven by the recovery in demand and the performance of leading companies [23][39] Group 3: Motorcycles - The motorcycle industry is projected to achieve a total sales volume of 19.38 million units in 2026, a year-on-year increase of 14%, with large-displacement motorcycles expected to grow by 31% [4][29] - Exports of large-displacement motorcycles are expected to reach 830,000 units in 2026, reflecting a 50% increase compared to the previous year [4][29] - Leading motorcycle manufacturers, such as Chunfeng and Longxin, are expected to benefit from the continued growth in exports and large-displacement motorcycle sales [4][30]

一汽解放总部大楼 在一汽解放总部大楼，窗外数十米处，"第一代解放卡车1∶1铜雕雕塑"静静矗立，凝固了1956年"出车报捷"的历史瞬间。而一街之隔的"一汽一号门"，红黄相 间的砖墙镌刻着创业维艰的岁月，与总部大楼玻璃幕墙上折射的现代光影交相辉映，构成了一幅新旧交织的时空画卷。旧与新，在车水马龙的东风大街传承 交汇…… r L 一汽解放党委书记、董事长李胜接受上海证券报记者专访 这道风景线，恰如一汽解放自身的写照：一边是"国车长子"70余载积淀的厚重历史与产业责任，一边是时代赋予的转型发展使命。如何在守护品牌基业的同 时，平衡"守"与"变"？如何在行业周期性调整与激烈竞争中实现坚定转身？日前，一汽解放党委书记、董事长李胜在接受上海证券报记者专访时，给出了他 的答案。 恪守本心：在喧嚣中坚守"价值锚" "卡车司机是个很特殊的职业，不仅承载着千万家庭的生计，更关系着国家经济命脉的畅通。"访谈伊始，李胜将视角投向了产业链末梢的卡车司机。 近年来，商用车行业步入深度调整期，需求收缩、竞争加剧、运价低迷等压力，沿着产业链层层传导。"很多人觉得受影响最大的是车企、供应商、经销 商，但其实受影响最大的是司机群体。"在李胜看来， ...