该公司成立于2023年3月，法定代表人为乔燕南，经营范围包括新能源汽车整车销售、电池销售、电池 零配件销售等，现由一汽解放（000800）汽车有限公司、宁德时代（300750）（300750）及上述新增股 东共同持股。 天眼查App显示，近日，解放时代新能源科技有限公司发生工商变更，新增特来电新能源股份有限公司 为股东，同时，注册资本由9000万人民币增至约4.9亿人民币。 ...

Core Viewpoint - The commercial vehicle sector experienced a decline of 2.31% on February 2, with Jianghuai Automobile leading the drop, while the Shanghai Composite Index fell by 2.48% and the Shenzhen Component Index decreased by 2.69% [1] Group 1: Market Performance - The closing price of Jianghuai Automobile was 52.51, down by 4.00%, with a trading volume of 489,500 shares and a transaction value of 2.61 billion [2] - The commercial vehicle sector saw a net outflow of 182 million in main funds, while retail investors contributed a net inflow of 40.3 million [2][3] - Key stocks in the commercial vehicle sector showed varied performance, with Jinlong Automobile increasing by 3.99% to a closing price of 17.22, while other companies like China National Heavy Duty Truck and FAW Jiefang saw declines of 2.01% and 2.31% respectively [1][2] Group 2: Fund Flow Analysis - Main funds showed a net inflow of 23.30 million into Jinlong Automobile, while there was a significant outflow from China National Heavy Duty Truck amounting to 20.77 million [3] - Retail investors had a net inflow of 211.62 million into Jinlong Automobile, contrasting with outflows from other companies like Ankai Bus and Dongfeng Motor [3] - The overall sentiment in the commercial vehicle sector indicates a mixed response from different types of investors, with main funds generally withdrawing while retail investors showed some interest [2][3]

格隆汇2月2日丨一汽解放(000800.SZ)在投资者互动平台表示，公司与中汽新能保持稳定合作关系，相 关生产基地布局及配套产能，会结合行业趋势、公司产销节奏动态适配调整，后续双方将持续深化协 作，同步优化供应链布局，助力公司新能源业务稳健发展。 ...

Core Insights - The new energy heavy truck market saw a record increase of 198% year-on-year in December 2025, with total sales reaching 45,300 units, driven by strong performance in sub-segments like new energy tractors and charging heavy trucks [1][3] - New energy dump trucks also experienced significant growth, achieving sales of 4,466 units in December, marking a year-on-year increase of 196% [2][3] Market Performance - In December 2025, the sales of new energy heavy trucks reached 45,300 units, a month-on-month increase of 62% and a year-on-year increase of 198% [3] - New energy dump trucks accounted for 9.87% of the new energy heavy truck market in December, slightly up from 9.32% the previous month, but still below 10% for two consecutive months [5] - The overall heavy truck sales in December 2025 were 84,000 units, with dump trucks contributing 6,859 units, reflecting a year-on-year growth of 22% [9] Sales Trends - The monthly sales of new energy dump trucks in 2025 showed a significant upward trend, with December's sales breaking the 4,000-unit mark for the first time [7][25] - The market for new energy dump trucks has been characterized by high penetration rates, with December's rate exceeding 65% [2][9] Competitive Landscape - The top three companies in the new energy dump truck market in December 2025 were Heavy Truck, SANY, and XCMG, with Heavy Truck achieving a record sales of 1,281 units [15][21] - In 2025, the cumulative sales of new energy dump trucks reached 26,000 units, nearly doubling from the previous year, with several companies experiencing significant growth [21][22] Market Share Dynamics - In 2025, four companies held over 10% market share in the new energy dump truck sector, with XCMG and Heavy Truck each capturing 21.1% of the market [22] - Compared to 2024, several companies, including Heavy Truck and Shaanxi Automobile, saw substantial increases in market share, while others experienced declines [22] Conclusion - The new energy dump truck market is highly competitive, with significant growth potential and evolving dynamics as it approaches 2026 [25]

Group 1: Policy and Subsidies - Shanghai government announces support for vehicle replacement and upgrade, providing subsidies for purchasing new energy vehicles up to 15,000 yuan and for fuel vehicles up to 13,000 yuan [1] Group 2: Company Appointments - Chang Rui appointed as General Manager of Beijing Automotive Group, with the announcement made during a cadre meeting [2] Group 3: Financial Performance - GAC Group expects a net loss of 8 billion to 9 billion yuan for 2025, indicating a significant decline compared to the previous year [2] - Great Wall Motors reports a net profit of 9.912 billion yuan for 2025, a decrease of 21.71% year-on-year, despite a revenue increase of 10.19% to 222.79 billion yuan [3] Group 4: Technology and Upgrades - Hongmeng Zhixing launches OTA upgrades for all models, introducing over 30 new features including in-car dialogue and voice intercom for group travel [4] - CATL's "Sodium New" battery set to enter passenger vehicle market for public winter testing, with models from Changan and others participating [6] - ECARX announces the Zenith computing platform, set for mass production in 2027 [6] Group 5: Financial Losses and Corporate Decisions - Ford anticipates a pre-tax remeasurement loss of approximately 600 million USD in Q4 2025, affecting pension and retirement benefits [7] - Mercedes-Benz CEO declines proposal to relocate headquarters to the U.S., emphasizing the need for Europe to recognize investment competition [7] - Bosch reports a slight increase in sales to 91 billion euros for the 2025 fiscal year, with an expected EBIT margin of about 2% [7]

证券日报网讯 1月30日，一汽解放（000800）在互动平台回答投资者提问时表示，公司研发聚焦提升产 品竞争力，同时聚焦于新能源、智能化等转型关键领域，费用支出严格按制度管控。商用车转型需长期 技术积累，短期业绩受行业周期等影响，研发投入正是为未来筑牢核心竞争力，公司将持续提升研发投 入效能，加快技术转化，全力推动经营业绩改善。同时，公司与关联方之间的交易遵循公开、公平、公 允、合理的原则，不存在损害公司或者股东利益的情形。 ...

其职业路径覆盖多个领域：从办公室秘书起步，历任公关宣传、战略企划、市场营销、政企对接等岗 位，2015—2017年挂职襄阳市副市长期间积累政企协调经验，回归东风后曾任集团（党委董事会）办公 室主任、董事会秘书等职务。 1月28日，中国第一汽车集团有限公司（下称"中国一汽"）正式披露高管任命公告：根据中央组织部通 知，张小帆出任集团党委常委、副总经理。中国一汽领导班子从8人增至9人，完成新一轮架构配齐。 公开信息显示，1970年3月出生的张小帆为河南洛阳人，从武汉科技大学冶金机械专业毕业后，同年入 职第二汽车制造厂（1992年更名为东风汽车公司），在东风体系内深耕三十余年。 2023年起，其职业重心聚焦商用车板块，2023年出任东风商用车总经理，2024年3月东风启动商用车"跃 升工程"并成立事业部后，他历任副总经理、总经理，2025年4月升任东风集团商用车事业部总经理，5 月7日即兼任东风商用车董事长，6月掌东风股份帅印，38天内实现三级跳。 在其统筹期间，2025年公司累计汽车销量为189.62万辆，同比仅增长0.01%，与年初定下的300万辆目标 相去甚远。其中，商用车板块37.24万辆，同比增长5.86 ...

格隆汇1月30日｜有投资在互动平台向一汽解放提问：" 请问集团公司收购卓驭科技的智驾方案今年是 否会应用到一汽解放中重卡产品？ "一汽解放回应称，结合产品发展需要，公司不排除与各类科技公司 携手开发智驾方案的可能，卓驭也是公司重点考虑的合作对象之一。 ...

Group 1 - The core viewpoint of the article is that the stock price fluctuations of FAW Jiefang (000800) are influenced by multiple factors, and the company aims to enhance its operational construction and performance to maximize shareholder value [1] Group 2 - The company will continue to strengthen its internal operations and strive to improve its performance [1] - FAW Jiefang is committed to continuously enhancing its intrinsic value [1]

证券日报网讯 1月29日，一汽解放（000800）在互动平台回答投资者提问时表示，2025年公司国内中重 卡终端份额22.5%，稳居行业第一。 ...