据 中国第一汽车集团有限公司 官网信息显示， 张小 帆 ，男 ， 1 9 7 0 年 3月 生 ， 江苏 南 京 人，1995年6月加入中国共产党，1992年7月参加工作，武汉钢铁学院机械系冶金机械专 业，大学学历，工学学士学位，高级经济师。 张小帆 历任东风汽车股份有限公司总经理办公室副主任，东风汽车股份有限公司总经理 办公室主任、品牌广宣部部长，东风裕隆汽车销售有限公司党委书记、执行副总经理，东 风裕隆汽车销售有限公司总经理、党委书记，东风轻型商用车营销公司总经理，东风汽车 股份有限公司总经理助理，湖北省襄阳市副市长（挂职），东风特种商用车有限公司副总 经理，东风汽车集团有限公司（党委、董事会）办公室主任、董事会秘书，东风商用车有 限公司总经理，东风汽车集团股份有限公司商用车事业部总经理、党委书记等职。 来源：中国一汽微信公众号、 中国第一汽车集团有限公司官网 张小帆任中国第一汽车集团有限公司党委常委、副总经理 。 据中国一汽微信公众号 1月2 7日 消息，近日，中国第一汽车集团有限公司召开会议，宣 布领导班子成员任职决定： 根据中央组织部关于集团公司领导班子成员任职通知，张小 帆同志任中国第一汽车集团有 ...

1月28日，国新办举行新闻发布会，国务院国资委介绍2025年国资央企高质量发展情况。数据显示，截 至2025年底，中央企业资产总额突破95万亿元，2025年实现利润总额2.5万亿元，完成固定资产投资5.1 万亿元，上交税费2.5万亿元，有效带动产业链上下游企业融通发展，为我国顺利完成经济社会发展主 要目标任务提供了有力支撑。同时，国资央企在科技创新、产业焕新、深化改革等方面也取得积极进 展。 "十四五"时期国资央企资产总额连续跨上三个重要台阶 对于央企重组整合、发展人工智能（AI）等热点话题，会上发布的信息显示，国务院国资委将扎实做 好新央企组建和战略性重组，深入推进专业化整合，支持中央企业开展高质量并购。国资央企将探索组 建"AI+"产业共同体，加快推进交通物流、智慧能源、绿色低碳、金融服务等重点领域数据资源开放开 发。 截至2025年底，中央企业资产总额突破95万亿元。"'十四五'时期，中央企业资产总额连续跨上了三个 大的台阶，年均增速达到6.9%。"国务院国资委副主任庞骁刚介绍，另外，实现了增加值51.3万亿元， 比"十三五"时期增长了44.6%；实现利润总额12.7万亿元，比"十三五"时期增长了56. ...

据中国一汽消息，近日，中国第一汽车集团有限公司召开会议，宣布领导班子成员任职决定：根据中央 组织部关于集团公司领导班子成员任职通知，张小帆同志任中国第一汽车集团有限公司党委常委、副总 经理。相关职务任免，按有关法律规定办理。 ...

智通财经APP获悉，开源证券发布研报称，2025年中国重卡行业复苏动能强劲，内需受"以旧换新"政策 与自然置换周期驱动，国内销量增长34.4%。新能源重卡爆发式增长，年销23.11万辆，渗透率超28%。 出口约33万辆创历史新高，全球化进程深化。持续看好重卡行业景气度提升带来的板块性投资机会。内 需回暖与出口长牛将显著增厚相关企业营收和利润。 开源证券主要观点如下： 行业复苏动能切换，内需政策双轮驱动 国内市场稳健增长，以旧换新与自然置换共振。据第一商用车网数据，2025年全年重卡批发销量约为 114.4万辆，同比增长约27%，成功跨越百万辆大关；国内重卡批发销量81.9万辆，同比增长34.4%。 2025年"以旧换新"补贴范围扩大至国四及以下车辆，并首次将天然气重卡纳入补贴，拉动内需回暖。同 时随着2017-2021年行业高峰期购入的重卡进入8年置换周期，2026年重卡更新主波峰将至，确立行业内 生复苏的底层逻辑。 细分品类百花齐放，重卡出海迈向全球化长牛 新能源重卡爆发式增长，渗透率创历史新高。2025年国内新能源重卡实销达23.11万辆，同比增长 182%。12月新能源重卡销量达4.53万辆，单月渗透率 ...

Investment Rating - The industry investment rating is "Overweight" indicating an expectation for the industry to outperform the overall market [7]. Core Insights - The commercial vehicle industry is experiencing a robust recovery driven by domestic demand policies and a significant increase in heavy truck sales, with wholesale sales expected to exceed 1.144 million units in 2025, representing a year-on-year growth of approximately 27% [3]. - The penetration rate of new energy heavy trucks has reached a historical high, with sales in 2025 reaching 231,100 units, a year-on-year increase of 182% [4]. - The heavy truck export market is thriving, with exports reaching approximately 330,000 units in 2025, marking a record high and indicating a shift towards direct investment and localized operations in overseas markets [4]. Summary by Sections Market Performance - In 2025, the domestic heavy truck wholesale sales reached 819,000 units, showing a year-on-year growth of 34.4% [3]. - The "old-for-new" subsidy program has expanded to include vehicles meeting National IV standards and below, boosting domestic demand [3]. Segment Analysis - The new energy heavy truck segment has seen explosive growth, with a monthly penetration rate exceeding 38% in December 2025 [4]. - Natural gas heavy trucks have also shown steady demand, with a significant recovery in the second half of 2025, achieving a year-on-year growth of 138% in October [4]. Company Performance - China National Heavy Duty Truck Group maintained its position as the industry leader with annual sales of 305,000 units, a year-on-year increase of approximately 26.7% [5]. - Foton Motor achieved a remarkable year-on-year growth of 102.7%, with annual sales reaching 142,000 units, marking a doubling in sales [5]. Investment Opportunities - The report highlights several companies as beneficiaries of the industry's recovery, including China National Heavy Duty Truck A+H, Weichai Power, Foton Motor, and others [6].

中国汽车工业协会常务副会长兼秘书长付炳锋做了总结发言，对各位领导莅临指导工作表示了衷心 感谢。 协会副秘书长李邵华、柳燕、杨中平，秘书长助理李桂新，专务副秘书长何毅，监事会监事长姚 杰，中汽协中汽信息总经理胡绍航等参加了会议。 中国汽车工业协会于 2026 年 1 月 23 日在北京召开政府座谈会，会议由中国汽车工业 协会副秘书长陈士华主持。国家发展和改革委员会产业发展司、工业和信息化部装备工业一 司、工业和信息化部电子信息司、公安部交通管理局、生态环境部大气环境司、商务部市场运 行和消费促进司、商务部合作司、国家市场监督管理总局认证监督管理司、国家统计局工业 司、国家能源局电力司、商务部配额许可证事务局等政府部门、机构负责领导出席了会议，中 国一汽党委常委、总会计师方世力、东风汽车集团战略规划部副总经理宋汉明、上汽集团质量 和技术管理部总经理张坚俊、重庆长安战略规划部高级总监谢光、北汽集团运营管理部部长、 总部党委书记彭进等 5 家企业领导作为协会轮值会长单位代表参加了会议，中国机械工业联 合会总经济师兼副秘书长佘伟珍作为协会党建主管部门领导出席了会议。 中国汽车工业协会副秘书长陈士华对"十四五"以来中国汽 ...

证券之星消息，1月27日商用车板块较上一交易日上涨2.28%，中国重汽领涨。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000951 | 中国直汽 | 18.60 | 5.50% | 38.03万 | | 6.93亿 | | 600418 | 江淮汽车 | 52.90 | 4.55% | 70.33万 | | 36.82亿 | | 600066 | 宇通客车 | 32.40 | 3.65% | 29.21万 | | 9.44(乙 | | 000957 | 中通客车 | 11.79 | 1.29% | 18.59万 | | 2.17亿 | | 000550 | 江铃汽车 | 18.41 | 0.00% | 7.36万 | | 1.35亿 | | 000800 | 一汽解放 | 6.99 | -0.14% | 16.14万 | | 1.13亿 | | 60 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released the 403rd batch of new energy heavy truck models, showcasing a total of 73 new models from 18 companies, indicating a significant push towards electrification in the heavy truck sector in China [1][2][3]. Group 1: Overview of New Models - A total of 73 new energy heavy truck models were announced, with 61 being charging trucks, 8 battery swap trucks, 3 fuel cell trucks, and 1 plug-in hybrid truck [5][6]. - Dongfeng and FAW Jiefang each submitted 11 models, the highest among all manufacturers, followed by China National Heavy Duty Truck Group with 9 models [3][10]. - The majority of the submitted models are three-axle trucks, with 30 models, followed by 18 eight-axle trucks and 13 four-axle trucks [5][7]. Group 2: Key Manufacturers and Their Submissions - Dongfeng's submissions include 9 charging trucks, 1 battery swap truck, and 1 fuel cell truck, indicating a strong commitment to the new energy heavy truck market [10][15]. - FAW Jiefang also submitted 11 models, with a focus on charging trucks, including several dual-motor models with significant power outputs [15][18]. - China National Heavy Duty Truck Group's submissions consist of 9 charging trucks, with a notable emphasis on self-dumping trucks, showcasing a range of battery capacities and driving configurations [19][21]. Group 3: Trends in New Energy Heavy Trucks - Charging trucks dominate the submissions, accounting for over 80% of the total, reflecting the industry's focus on electric solutions [5][6]. - The trend towards larger battery capacities is evident, with several models featuring over 600 kWh, particularly in the tractor category, which is becoming a standard expectation [36][38]. - The introduction of dual-motor configurations is increasing, with multiple manufacturers submitting models that enhance power and efficiency, indicating a shift towards more advanced technology in heavy trucks [31][35]. Group 4: Specific Model Highlights - Dongfeng's notable models include a pure electric self-dumping truck with a range of 200 km and a charging truck with a battery capacity of 279.59 kWh [10][11]. - FAW Jiefang's models feature a self-dumping truck with a range of 740 km and a dual-motor tractor with a peak power of 816 hp [15][18]. - China National Heavy Duty Truck Group's self-dumping trucks can achieve a range of up to 955 km, showcasing advancements in battery technology and efficiency [19][21].

Core Viewpoint - In December 2025, China's new energy heavy truck sales reached a record high, totaling 231,100 units for the year, representing a year-on-year growth of 182% [1] Group 1: Overall Market Performance - In December 2025, domestic new energy heavy trucks sold 45,300 units, a year-on-year increase of 198%, with pure electric, fuel cell, and hybrid models selling 40,800 units, 4,202 units, and 284 units respectively [2] - The sales growth for fuel cell and hybrid heavy trucks significantly outpaced the overall market, with fuel cell trucks experiencing a year-on-year growth of 623% and hybrid trucks 209% [2][4] - The market for fuel cell and hybrid heavy trucks showed a notable increase in December, with fuel cell trucks accounting for 9.28% of the market share, while hybrid trucks remained low at 0.63% [5] Group 2: Fuel Cell Heavy Truck Performance - In December 2025, fuel cell heavy trucks sold 4,202 units, with a month-on-month growth of 610% and a year-on-year growth of 623%, marking a significant surge in both sales and growth rate [8] - Dongfeng led the sales with 1,592 units, capturing a market share of 37.9%, followed by Yutong and Sinotruk with 625 and 463 units respectively [10] - The competition for monthly sales champions in the fuel cell heavy truck market was intense, with Dongfeng securing the year-end sales champion after consistently leading since September [12] Group 3: Yearly Performance and Market Share - In 2025, the fuel cell heavy truck market saw a total sales volume of 7,282 units, a year-on-year increase of 64%, with significant growth from companies like Sinotruk and GAC, which saw increases of 3,294% and 16,650% respectively [14][17] - Dongfeng achieved the highest annual sales with 2,563 units, capturing a market share of 35.2%, an increase of 19.7 percentage points from 2024 [17] - The market dynamics showed a pattern of fluctuations throughout the year, with a total of five monthly champions emerging, indicating a highly competitive environment [17]

近日，印尼某知名工业园区团队到访一汽解放，双方就深化合作事宜展开深度洽谈，并正式签署1000台解放卡车采购战略合作协议。 自2005年布局印尼市场以来，一汽解放始终紧跟行业发展趋势，深耕细分市场需求，解放卡车以卓越的产品性能、高端的驾乘体验与良 好的出勤率，赢得当地各园区业主及大客户的高度认可与深度信赖，稳居印尼市场双第一，即公路车领域中资品牌保有量第一；大马力 牵引车全市场保有量第一。 解放国际负责人表示，印尼是一汽解放全球化布局的重要市场，更是关键战略承载地。未来，一汽解放将携手全球合作伙伴发挥各自资 源优势，精准布局当地市场，为客户量身打造高端化、智能化的运输解决方案，持续赋能当地物流运输行业发展。 印尼工业园区团队对一汽解放给予了高度认可。他们表示，一汽解放本地化服务能力出众，产品质量领先，是值得信赖的合作伙伴。未 来，双方将以此次签约为契机，开启强强联合、深度协作的新篇章，实现资源互补、互利共赢。 面向未来，一汽解放将加速推进"SPRINT 2030"国际化战略，聚力提升"国际解放"运营水平，持续深耕海外细分市场，不断夯实海外 市场根基，与核心大客户构建长期稳固的战略合作伙伴关系，稳步构建全球本地化 ...