以下文章来源于财经杂志 ，作者尹路 顾翎羽 2025年6月10日晚开始，多家车企先后公开承诺，对供应商的账期不超过60天，截至发稿，共有17家车企发布承诺：广汽、一汽、东风、 赛力斯、吉利、长安、上汽、比亚迪、奇瑞、长城、北汽、小鹏、小米、零跑、理想、蔚来、江汽。 除了承诺 60天账期，上汽、北汽追加承诺不采用商业承兑汇票等增加供应商资金压力的结算方式；一汽、江汽追加承诺精简审批环节，利 用数字化技术实现对合同执行、发票匹配、付款申请等全流程节点的实时监控，确保每一笔应付款项按期支付。 车企承诺账期上限，主要是为了响应 2025年6月1日施行的修订版《保障中小企业款项支付条例》。 该条例第九条规定： "机关、事业单位从中小企业采购货物、工程、服务，应当自货物、工程、服务交付之日起30日内支付款项；合同另 有约定的，从其约定，但付款期限最长不得超过60日。大型企业从中小企业采购货物、工程、服务，应当自货物、工程、服务交付之日起 60日内支付款项；合同另有约定的，从其约定，但应当按照行业规范、交易习惯合理约定付款期限并及时支付款项，不得约定以收到第三 方付款作为向中小企业支付款项的条件或者按照第三方付款进度比例支 ...

Core Insights - The establishment of the headquarters for China's first flying car project by China FAW Group in Shenzhen's Dapeng New District marks a significant step in the development of the flying car industry [1] Group 1: Project Details - The signing of the cooperation framework agreement involves Shenzhen Dapeng New District, the Shenzhen Municipal Bureau of Industry and Information Technology, the Municipal Transportation Bureau, and China FAW Group [1] - The collaboration will focus on the research and development, production, and market expansion of flying cars, emphasizing technical breakthroughs, practical applications, and ecosystem development [1] Group 2: Product Information - The Red Flag Tianyan No.1 flying car features a modular design with an aerial range exceeding 200 kilometers and supports vertical takeoff and landing in designated areas [1] - The first flight of the Red Flag Tianyan No.1 flying car is planned for this year [1]

Core Insights - The signing of a cooperation framework agreement between Dapeng New District, Shenzhen's Industrial and Information Technology Bureau, Transportation Bureau, and China FAW Group marks the establishment of China FAW's flying car headquarters in Dapeng New District [1] - The collaboration will focus on the research, production, and market expansion of flying cars, aiming to drive high-quality and large-scale development of Shenzhen's flying car industry and promote innovative policies and technological breakthroughs [1][2] - Shenzhen's low-altitude economy, a strategic emerging industry, has an annual output value exceeding 90 billion yuan and continues to grow rapidly, positioning Shenzhen as a leader in China's low-altitude economy [1][2] Company Developments - China FAW is one of the earliest state-owned enterprises to engage in the research and development of flying cars and eVTOL technology [2] - The company plans to establish FAW Qiyu (Shenzhen) Technology Co., Ltd. in Dapeng New District to conduct research, manufacturing, testing, and operation of flying cars, along with a research center and operational service center [2][3] - The Red Flag Tianran No. 1 flying car developed by China FAW features a modular design, with an aerial range exceeding 200 kilometers, and is designed for vertical takeoff and landing in restricted areas, targeting various applications including intercity transport and tourism [3]

2025年4月份，国内新能源重卡销量达到创纪录的1.58万辆；5月份，新能源重卡市场又有一 项重要纪录被刷新！ 请看第一商用车网的分析报道。 5月实销1.51万辆，同比暴涨190%，渗透率创史上最高 根据第一商用车网掌握的最新数据，2025年5月份，国内新能源重卡市场共计销售1.51万辆 （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4月份下降5%， 同比则继续增长，增幅达到190%。从数字上看，今年5月份新能源重卡市场1.51万辆的销量 不仅是史上最高的5月份，放到整个新能源重卡发展史上看，也是高水准表现（史上第3高， 如下图。截止到2025年5月份，新能源重卡销量超过1.5万辆的月份仅有2025年4月份、 2024年12月份、2025年5月份和2025年3月份）。 上图还可见，就前5个月的表现来看，2025年新能源重卡市场不仅延续了2024年的火热状 态，甚至还要更火一些。2025年5月份，国内重卡市场整体实销6.31万辆，环比下降8%，同 比增长18%。5月份新能源重卡190%的同比增速继续大幅跑赢重卡市场整体增速。根据第一 商用车网掌握的数据，截止到2025年5月份，新能源重卡已 ...

Core Viewpoint - In May 2025, the heavy truck market achieved a total sales volume of approximately 88,700 units, reflecting a year-on-year growth of 14%. However, the tractor market, a significant segment of the heavy truck market, showed only a slight increase of 0.2% year-on-year, continuing to lag behind the overall market performance for three consecutive months [1][4][26]. Market Performance - The tractor market sold 43,500 units in May 2025, marking a month-on-month increase of 2% and a year-on-year increase of 0.2%. This is a recovery from a previous decline of 6% in April [3][4][10]. - Cumulatively, from January to May 2025, the tractor market recorded total sales of 221,300 units, which is a slight decrease of 3% compared to the same period last year [8][18]. Historical Trends - Over the past five years, the tractor market has exhibited a pattern of decline followed by growth in May sales. The sales volume in May 2025 ranks as the second highest in the last five years, but it is still significantly lower than the peak sales of 82,500 units in May 2021 [6][8]. Company Performance - In May 2025, China National Heavy Duty Truck Corporation (重汽) led the tractor market with sales of 11,800 units, capturing a market share of 27.14%. Other notable performers included FAW Jiefang (一汽解放) with 8,416 units and Shaanxi Automobile Group (陕汽集团) with 7,966 units [10][12]. - Among the top ten companies in the tractor market, nine experienced year-on-year sales growth, while only one company saw a decline of 26% [10][15]. Market Share Dynamics - The top ten companies in the tractor market accounted for 99.28% of total sales in May 2025, with the top five companies alone holding nearly 90% of the market share [15][23]. - The market share of the leading companies has shifted slightly, with notable increases for companies like Xugong (徐工) and Farizon (远程), which saw year-on-year growth of 178% and 121%, respectively [20][23]. Future Outlook - The heavy truck market is expected to continue evolving, with the tractor market's performance in June 2025 being closely monitored to see if it can outperform the overall heavy truck market [26].

Core Viewpoint - The collaboration between FAW Jiefang and China Merchants Port marks a significant step towards green port construction, highlighted by the delivery of 185 new energy port tractors, contributing to low-carbon transformation in the logistics sector [1][15]. Group 1: Event Overview - The delivery ceremony took place on June 12, 2025, at the Shekou Container Terminal, emphasizing the commitment to green development under the "dual carbon" goals [1]. - FAW Jiefang's Vice General Manager Wang Jianyu highlighted the company's "15333" new energy strategy aimed at accelerating the transformation of the new energy industry while enhancing service upgrades [3]. Group 2: Technical Insights - China Merchants Port's CFO Huang Zhenzhou discussed the green transformation of port operations, focusing on the advanced "smart battery swap scheduling system" and the technical support provided by FAW Jiefang [5]. - FAW Jiefang's Southeast Regional Manager Shao Yuhang elaborated on the advantages of new energy port tractors, emphasizing continuous R&D, forward-looking technology planning, and a comprehensive "worry-free operation" system [7]. Group 3: Initiatives and Future Directions - The "Green Port Initiative" was launched during the event, symbolizing a commitment to low-carbon port development and a clear direction for future ecological collaboration [9]. - The handover of vehicle keys during the ceremony represented not just a product delivery but also the mission of green logistics, marking the start of a new journey in low-carbon port operations [11]. Group 4: Broader Implications - The delivery of these vehicles serves as a model for collaborative carbon reduction efforts between manufacturing and application sectors, setting a new benchmark for new energy applications in port transportation [15].

Core Insights - The strategic cooperation agreement signed between CATL subsidiaries and major automotive companies aims to promote the large-scale application of battery swapping for commercial vehicles in Hong Kong, marking a significant milestone for the "chocolate standard" battery swapping model in the region [1][3]. Group 1: Strategic Collaboration - The collaboration involves CATL's subsidiaries, China FAW Group, and Longsheng New Energy, focusing on addressing challenges such as limited space and insufficient infrastructure for new energy in Hong Kong [3]. - The integrated "2-minute rapid battery swap + vehicle-battery separation cost reduction + full-cycle battery management" solution is introduced to enhance operational efficiency for taxi drivers in Hong Kong [3]. Group 2: Infrastructure Development - The plan includes establishing 10 battery swapping stations by the end of 2026, creating a network that covers all districts in Hong Kong, allowing users to experience battery swapping as seamlessly as refueling [3]. - China FAW is responsible for vehicle development and after-sales support, while CATL focuses on battery asset operation and recycling, and Longsheng New Energy handles local infrastructure and vehicle promotion [3]. Group 3: Future Expansion - The collaboration aims to leverage Hong Kong's geographical advantages to expand into Southeast Asian markets, promoting the global application of the "chocolate battery swap" model and contributing to the zero-carbon transition in the global transportation sector [4].

Group 1 - China FAW Group Corporation plans to enhance industrial cooperation with Hong Kong, increasing investment in advanced manufacturing technologies that are high-end, intelligent, and green [1] - The company aims to promote the Hongqi brand's new energy taxi products in Hong Kong, accelerating the layout, construction, and operation of battery swap stations to support a smart and green travel ecosystem [1] - Financial cooperation will be strengthened by establishing a financial and global investment center in Hong Kong, integrating talent, capital, and market resources to reinforce Hong Kong's status as an international financial center [1] Group 2 - Hongqi brand is accelerating its overseas expansion, targeting a sales volume of over 400,000 units in 2024, specifically 411,777 units, which represents a year-on-year growth of 17.4% [2] - Over the next five years, Hongqi plans to establish a global presence in over 100 countries and regions, aiming for the operation of 1,000 channels and service outlets [2] - The construction of production capacity projects, including a right-hand drive base for global markets, will commence in the second half of this year, with operational headquarters in Europe and the Middle East set to launch soon [2]

Group 1 - Key Point 1: Seventeen major automotive companies, including FAW, Dongfeng, GAC, and Seres, have committed to a payment term not exceeding 60 days, which is seen as a significant step for the sustainable development of the automotive industry [1][7] - Key Point 2: The commitment from automotive companies reflects a proactive response to national calls and demonstrates corporate social responsibility, contributing to a collaborative ecosystem between vehicle manufacturers and parts suppliers [1][5] - Key Point 3: The automotive supply chain is crucial for the industry's transformation and upgrading, with increasing competition in the electric vehicle market leading to longer payment cycles and financial difficulties for suppliers [3][5] Group 2 - Key Point 1: The Ministry of Industry and Information Technology supports vehicle manufacturers in fulfilling their commitments and encourages the establishment of stable partnerships with supply chain companies to enhance resilience and safety in the supply chain [5][7] - Key Point 2: The recent revision of the "Regulations on Guaranteeing Payment to Small and Medium Enterprises" limits large enterprises' payment terms to a maximum of 60 days, which is expected to improve the business environment for SMEs and boost market confidence [7] - Key Point 3: The automotive industry is currently at a critical stage of high-quality development, and there is a call for industry self-discipline and support from all sectors to foster a positive and orderly development environment [5][7]

Core Viewpoint - The commercial vehicle market in China experienced fluctuations in sales, with a total of 1.75 million units sold from January to May 2025, reflecting a year-on-year growth of 1% [20][21][29]. Group 1: Market Performance - In May 2025, the commercial vehicle market sold 334,600 units, representing a month-on-month decrease of 9% and a year-on-year decrease of 2% [4][5][12]. - The cumulative sales from January to May 2025 reached 1.75 million units, which is the second highest in the last five years, with a year-on-year increase of 1% [9][21]. - The sales trend over the past five years in May has shown a pattern of decline, with only 2023 and 2024 witnessing growth [7]. Group 2: Company Rankings and Performance - Foton maintained its position as the top seller in May 2025 with sales of 49,000 units, marking its fifth consecutive month as the sales champion [11][12]. - In May, 11 companies sold over 10,000 units, with Foton, China National Heavy Duty Truck, and Dongfeng leading the rankings [12][18]. - The market share of the top ten companies in May reached 74.52%, with the top five companies accounting for nearly 50% of the market [17][18]. Group 3: Cumulative Sales and Market Share - The cumulative sales of the top ten companies from January to May 2025 showed mixed results, with five companies experiencing growth and five facing declines [25][27]. - Foton's cumulative sales exceeded 250,000 units, while other major players like China National Heavy Duty Truck and Dongfeng also surpassed 100,000 units [23][25]. - The market share of Foton and China National Heavy Duty Truck increased, with Foton's share rising by 1.11 percentage points compared to the previous year [27]. Group 4: Industry Dynamics - The commercial vehicle market in May 2025 continued to exhibit intense competition, with small differences in market shares among neighboring companies [29]. - The rankings of companies in the top ten list showed some changes, with Shaanxi Automobile returning to the list and Jianghuai rising three places [18][29].