Core Insights - The latest announcement from the Ministry of Industry and Information Technology (MIIT) reveals a total of 53 new truck models, with a significant focus on new energy vehicles, particularly in the tractor segment [1][3][34] Group 1: New Energy Vehicle Trends - The latest batch of new energy tractors includes 49 models, with 37 being charging models, marking a record high for charging tractors [1][3] - The number of charging tractors has seen a dramatic increase, with a 41.51% year-on-year growth, totaling 225 models in 2025 [34] - Plug-in hybrid tractors also experienced substantial growth, with a 228.57% increase, totaling 23 models [34] Group 2: Manufacturer Insights - The top five manufacturers in this batch include SANY, Yuchai, and Beiqi, each submitting multiple new energy models, indicating a competitive landscape [3][4] - Foton's new energy subsidiary, Kavin, submitted four charging tractors, showcasing advancements in battery technology with lithium iron phosphate batteries supplied by CATL [7][10] - China National Heavy Duty Truck Group (CNHTC) announced a new high-power electric tractor with a single motor output of 630 kW, setting a new record in the industry [28] Group 3: Market Dynamics - The overall number of tractors announced in 2025 decreased by 10.71% compared to the previous year, indicating a potential market contraction [34] - The competition in the new energy tractor market is expected to intensify in 2026, as manufacturers prepare for a new round of market battles [28][29]

四中全会精神在基层党的二十届四中全会提出，建设现代化产业体系，巩固壮大实体经济根基。 □四川日报全媒体记者 陈丽霏40辆、80辆、100辆……12月4日上午，位于德阳高新区的一汽解放 四川分公司总装车间调度室内，生产物流主任薛祥轻点鼠标，屏幕上亮起一串数字。这是该企业 自2023年投产以来，逐年跃升的日产量。时间轴拉长，企业的增长更为醒目：2024年，产量1.2万 辆；2025年前11月，产量突破2万辆，全年产值预计首破百亿元大关。党的二十届四中全会提出， 建设现代化产业体系，巩固壮大实体经济根基。近年来，德阳围绕汽车产业不断引入链主企业， 招引配套，一个汽车产业链条加速成形：以解放整车项目为龙头，围绕整车签约和在建项目达21 个，总投资超165亿元；未来随着一汽解放二期建成，德阳高新区将形成年产10万辆整车规模生产 能力，汽车产业链年营收有望突破300亿元。同时踩稳"油门"和"电门"燃油车与新能源车无缝混流 生产在一汽解放四川分公司总装车间内，灵活的机械臂与穿梭的AGV小车有序协作，平均每6分 钟，就有一辆崭新的商用车从这里下线。作为一家按订单生产的现代化企业，一汽解放四川分公 司自投产以来实现效率"三级跳 ...

2020-2025年1-10月中国汽车产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：比亚迪（002594）,长城汽车（601633）,上汽集团（600104）,广汽集团（601238）,一汽解放 （000800）,东风汽车（600006）,赛力斯（601127） 相关报告：智研咨询发布的《2025-2031年中国汽车行业市场深度评估及投资机会预测报告》 根据国家统计局数据显示：2025年10月中国汽车产量为328万辆，同比增长11.2%；2025年1-10月中国汽 车累计产量为2732.5万辆，累计增长11%。 ...

2025年11月份，我国新能源重卡销量再创新高，整体销量达到2.4万辆，同比大涨 176%。 新能源牵引车表现如何？增速会不会"跑"得更快？销量能否同步创造新高？ 答案是肯定的。请看第一商用车网带来的新能源牵引车市场观察。 11月新能源牵引车新增1.98万辆，同比大涨185% 截止到11月份，2025年新能源牵引车累计销量超过百辆的省级行政区已有29个，超1000 辆的省级行政区达到23个，超2000辆的省级行政区都有19个，上海、山西、河北、四川、 山东、河南、新疆等7省（市、自治区）累计销量已超过6000辆，广东、湖南、广西、江 西和云南等省（市、自治区）累计销量也超3500辆（如上图）。 解放/徐工超3000辆争冠， 重汽/联合重卡"上位" 根据重型货车营运证入网数据统计，2025年11月份，有12家企业新能源牵引车销量超过 100辆，其中10家企业销量超过400辆，8家企业销量超过600辆，销量破千的企业达到7 家（与上月持平）。排名前两位的解放和徐工双双突破3000辆，解放以3313辆斩获11月 份新能源牵引车月榜销冠，徐工销售3236辆紧随其后排名月榜第二位；三一排名月榜第3 位，销售2878辆； ...

11月的重卡市场热度依旧不减，"双十一"也成为各大品牌集中发力、拓展市场的舞台。从一汽解放抖音直播狂揽6000辆订单，到中国 重汽百城接力创下千辆佳绩；从奇瑞商用车拿下3000辆订单，到零一汽车"惊蛰雷震子"上市3小时斩单1068辆；从东风商用车、福田 汽车、徐工汽车在国内外市场接连斩获大单，到重整后加速发展的上汽红岩也成功实现批量交付，足见年底重卡市场的火热。 一汽解放："双十一"直播狂揽6000辆订单 11月不仅是物流高峰，更是一汽解放的营销创新窗口。借助"双十一"契机，一汽解放与一汽租赁联合在抖音平台打造行业首个"双十一 亿万补贴"直播盛典。以J7智能工厂为背景，5小时直播集中展示了一汽解放24款主力车型，叠加"三重补贴+专属金融礼遇"，当晚团购 订单突破6000辆，累计场观超27.6万人，峰值在线人数1.8万人，开创了中国商用车行业的营销新模式——商用车制造企业与金融服务 企业首次在直播营销中深度融合，为行业开辟了一条直达用户的"快车道"。 11月中旬，一汽解放印尼代理PTGayaMakmurMobil带领147人客户团到访长春交流。此次访问期间，双方共签署350余辆意向订单， 为后续合作注入新的动力 ...

11月重卡破10万，同比增幅近五成，以"八连涨"收官淡季。 11月重卡市场呈现"同比高增、环比微降"特征。据最新数据获悉，2025年11月，国内重卡市场销量预计达10.1万辆（批发口径，包含出口和新能源），环 比下降5%，同比增长47%，实现"八连涨"且平均增速43%；2025年1-11月，国内重卡累计销量预计103万辆，同比增长26%，全年冲刺110万辆在即。 请看最新数据分析。 11月：五家企业销量破万辆 两家企业增幅达1.5倍 2025年11月，重卡市场在传统淡季交出了一份超出预期的成绩单——10.1万辆销量同比增长47%，延续了自4月起的"八连涨"态势。这份亮眼数据背后，是 政策红利、出口增长（11月中国重卡出口批发销量预计增长20%）与新能源渗透率提升的多重支撑，也为即将到来的2026年行业转型埋下伏笔。 从终端需求来看，11月，国内终端销量同环比双增——环比预计增长13%，同比预计增长近40%。其中，燃气车终端销量同比增速预计超75%，国内渗透 率在25%左右。在细分市场中，受以旧换新政策截止与2026年新能源购置税减免退坡影响，11月新能源重卡终端销量预计2.6万辆，同比增长1.6倍，单月 渗透 ...

Core Viewpoint - The heavy truck industry in China has shown significant growth, with November 2025 sales exceeding 100,000 units, marking a nearly 50% year-on-year increase, driven largely by policy incentives and a strong demand for both traditional and electric heavy trucks [1][4][16]. Sales Performance - In November 2025, approximately 101,000 heavy trucks were sold, a 47% increase from 68,500 units in the same month last year, despite a 5% month-on-month decline due to inventory adjustments [1][4]. - Cumulatively, from January to November 2025, total heavy truck sales reached 1.03 million units, reflecting a 26% year-on-year growth, with the target of 1.1 million units within reach [1][4]. Market Dynamics - The continuous growth in the heavy truck market since April 2025 is attributed to the "old-for-new" vehicle replacement policy, which has significantly boosted sales [4][16]. - Despite some regions suspending subsidies in the fourth quarter due to funding issues, the overall market remains robust as the policy deadline approaches [4]. Export Trends - Heavy truck exports from China are also on the rise, with November 2025 exports expected to increase by nearly 20% year-on-year, leading to an anticipated total of over 320,000 units exported for the year [4]. End-user Demand - The end-user demand for heavy trucks has been strong, with November 2025 domestic sales projected to grow nearly 40% year-on-year and 13% month-on-month, particularly for natural gas trucks, which are expected to see a 75% increase in sales [6]. - New energy heavy trucks are also experiencing record sales, with November 2025 sales estimated at 26,000 units, a 160% increase year-on-year, and a market penetration rate exceeding 30% [6]. Company Performance - Major players in the heavy truck market include: - China National Heavy Duty Truck Group (Sinotruk) sold over 25,000 units in November, a 23% increase year-on-year, maintaining a market share of approximately 27% [10]. - FAW Jiefang's sales reached nearly 23,000 units, up 77% year-on-year, with a market share of about 19.3% [10]. - Dongfeng Motor Corporation sold around 16,000 units, a 65% increase year-on-year, holding a market share of approximately 15.8% [12]. - North Benz (Beiqi Foton) saw a 150% increase in sales, with a total of 132,000 units sold from January to November, marking a 104% year-on-year growth [14]. Market Outlook - The heavy truck market is projected to return to over 1 million units in 2025, reminiscent of the market conditions from 2017 to 2019, but heavily influenced by policy-driven demand [16].

对城配冷链运输而言，要想保障运营时效，不仅要求冷机制冷效果要达标、货厢承载方量要 大，对车辆在动力、可靠性和专业性等方面也提出了更高的要求。 近日，第一商用车网走访用户时，采访了一位在城配领域从业十余年的成师傅，而转型冷链 运输后，他对自己购置的这辆一汽解放J6F冰冰冷藏车评价如何呢？ 选轻卡看口碑 解放专业性可圈可点 "解放轻卡的最大亮点在于其无可挑剔的可靠性。"成师傅回忆道："过去4年，我驾驶那辆 解放虎VN一直往返于威海与潍坊之间，转手前累计行驶了55万公里，从未遭遇过半路抛锚 的尴尬。服务站也多，车辆保养便捷。最后，看来看去我还是选择了复购。"正是基于这些 年的使用体验和深厚信赖，成师傅毅然选择了解放J6F冰冰冷藏车，决定为自己再次创业奠 定基础。 目前，成师傅承包的短途城配冷藏业务，主要为威海、烟台地区的烘焙店配送食材原料，日 均行驶里程约200公里。短短七八个月，车辆已累计行驶近5万公里。成师傅认为，这款冷 藏车在细节上进行了诸多升级与优化，其实核心仍秉承了解放轻卡一贯的可靠与耐用特性。 每逢传统节日前夕，各大烘焙店对于原材料的需求激增，物流公司经常出现运力调配紧张的 问题。成师傅也会根据公司的订 ...

从城市分布来看，上海上榜数量最多，5起大额融资领先全国，最高排名第9，云脉芯联获超5亿元融 资。 从产业赛道来看，机器人领域上榜3起，其中2起位列Top5，除康诺思腾外，人形机器人企业星动纪元 继7月获5亿元A轮融资后，本月再获10亿元A+轮融资。低空经济上榜1起，时的科技完成3亿元B轮融 资，本年度同样已融两次。 加冕研究院是由上海张通社信息科技有限公司（简称"张通社"）发起成立的专注于科创企业及科技产业 研究的新型智库。依托张通社在科技园区的长期深耕和资源积累，根据政策导向、资本热度、行业发展 输出高质量的数据产品，同时也为企事业单位、政府和园区以及各类企业服务机构提供定制化咨询服 务。如需数据产品或定制化咨询服务等合作，请与我们联系。 据加冕研究院统计，2025年11月，全国共230起投融资事件披露金额，其中，Top20金额区间为3亿元至 36亿元，共计约148亿元，相较上月Top20（283亿元）减少47.7%。 融资金额最高的两起事件均来自深圳，一汽战略投资卓驭科技超36亿，这是传统汽车巨头首次公开投资 乘用车自动驾驶企业；医用机器人企业康诺思腾完成2亿美元融资，资金将推动新一代产品研发与临床 注册 ...

Core Viewpoint - The new energy heavy truck market experienced significant growth in November 2025, with a record monthly sales of 24,000 units, reflecting a year-on-year increase of 176% and a month-on-month increase of 40% [5][26]. Market Performance - In the "Golden September and Silver October" of 2025, the new energy heavy truck market saw year-on-year increases of 252% and 153% respectively, with September achieving the highest monthly sales record [1][2]. - November 2025 marked a new monthly sales record with 24,000 new energy heavy trucks added, representing a month-on-month increase of nearly 7,000 units [6][5]. - The average monthly sales from January to November 2025 approached 15,000 units, with continuous high sales maintained since March [6]. Regional Sales Distribution - In November 2025, all 31 provincial-level administrative regions in China reported new energy heavy truck sales, with 16 regions adding over 500 units [8]. - Shanghai and Shanxi led the sales, each adding over 2,000 units in November [8][10]. Company Performance - In November 2025, the top four companies in new energy heavy truck sales all exceeded 3,000 units, with XCMG leading at 3,963 units, followed by SANY, Jiefang, and Heavy Truck [12][14]. - The majority of leading companies experienced significant year-on-year growth, with XCMG, Heavy Truck, and others achieving increases above the market average of 176% [16]. Cumulative Sales Data - From January to November 2025, cumulative sales reached 161,000 units, a year-on-year increase of 189% [19]. - The top six companies, including XCMG, SANY, and Jiefang, each surpassed 10,000 units in cumulative sales, with XCMG leading at 26,200 units [20][22]. Market Share Insights - The market share of the top five companies exceeded 10%, with XCMG at 16.27%, SANY at 15.63%, and Jiefang at 15.14% [24]. - The competition among companies remains tight, with small differences in market share among the top players [24]. Conclusion - The new energy heavy truck market in 2025 has consistently shown explosive growth, with record-breaking sales and strong performances from leading companies, indicating a robust market outlook for the remainder of the year [26].