以下文章来源于卡车空间站 ，作者卡车空间站 答案仍然是否定的。请看第一商用车网的分析报道。 7月销1.4万辆同比下降22%，遭遇"5连降" 根据第一商用车网掌握的终端销量数据（交强险口径，不含出口和军品），2025年7月份，国 内天然气重卡实销1.40万辆，环比今年6月份增长4%，终于止住销量逐月下滑的态势，但同 比仍出现下滑，降幅为22%，较上月（-17%）扩大5个百分点，遭遇"5连降"。 由最近五年国内天然气重卡终端销量月度走势图可见，1月份和2月份，代表2025年的红色柱 体比之前任何一年都高，但自3月份开始，红色柱体比代表2024年的蓝色柱体明显要矮许多。 今年3月份、4月份、5月份、6月份和7月份销量，在近五年里均排在第2高位（1月份和2月份 都是五年最高），从数字上看，最近五个月天然气重卡市场可以用持续低迷来形容。 卡车空间站 . 致力于为您提供新鲜及时、专业的卡车资讯、卡车评测、卡车产品、卡车技术和新能源卡车信息！ 自2025年3月份起，我国天然气重卡市场已遭遇"4连降"，3-6月平均同比降幅达到28%，6 月过后累计销量降幅达到16%。 下半年第一个月，天然气重卡市场能摆脱下滑的厄运吗？ 7月 ...

Group 1 - The company, China National Heavy Duty Truck Group Jinan Commercial Vehicle Co., Ltd., and Jinan Truck Co., Ltd., have initiated a recall plan involving multiple vehicle models due to safety hazards [1][2][3] - The recall includes 39 vehicles produced between June 30, 2023, and March 15, 2024, due to improperly fixed roof rods, posing risks of overloading and falling rods [1] - An additional recall involves 147 vehicles produced from January 16, 2023, to August 1, 2024, and 10 vehicles produced from June 15, 2024, to May 17, 2025, due to inadequate reflective markings that do not meet national standards [1] - The company will replace the side protection devices on certain vehicles that lack rounded vertical components, which do not meet safety standards [2] - Another recall includes 10 vehicles produced from June 15, 2024, to May 17, 2025, due to tail sign board dimensions not meeting national standards, affecting visibility [3] - The recall activities are based on defect clues shared by the Ministry of Public Security and initiated under the investigation by the State Administration for Market Regulation [3]

中国发展网讯记者高杨报道8月20日，在中国重汽（000951）莱芜智能工厂举行了"产业链上的山东好品 牌"系列现场记者见面会"链出新能源"专场，邀请了中国重汽济南卡车公司党委副书记、总经理赵海， 魏桥汽车乘用车事业部副总经理顾志宏，特来电副总裁赵健，丰元锂能董事万福信4家企业，分享山东 新能源汽车产业链上实力过硬的优质产品，共话产业发展新趋势、绿色出行新未来。 为适应重卡产业向新能源化、智能化、高效化转型趋势，中国重汽持续加大技术研发和装备升级投入， 2020年在莱芜区投资建设"智能网联(新能源)重卡项目"，就是现在的莱芜工厂。工厂的建立，不仅有力 带动了区域经济增长，更为当地创造了3000多个优质就业岗位。莱芜工厂拥有国内首条AGV柔性总装 线，有驾驶室焊接100%自动化的"黑灯工厂"，有比肩高端乘用车漆面品质的杜尔涂装线，这一切全方 位彰显了国内重卡制造的顶尖水平。 "中国重汽作为山东省汽车产业链的'链主'企业，对上下游产业链有巨大带动作用，特别是在商用车产 业链协同创新中，发挥龙头优势，向上整合核心零部件，向下拉动配套企业发展；联合高校、科研机构 及上下游企业搭建创新平台，促进技术转化和人才集聚，吸引配 ...

Core Viewpoint - Shandong Province is making significant strides in the new energy vehicle (NEV) industry, showcasing a complete industrial chain and achieving systematic breakthroughs in the sector [1][6]. Industry Development - Shandong has actively seized opportunities for NEV development, implementing the "5567" enhancement project, which has led to notable progress in the industry [3]. - The province has established a complete industrial ecosystem, covering lithium mining, battery material production, electric systems, component manufacturing, vehicle production, and after-sales services [3]. Company Innovations - China National Heavy Duty Truck Group (CNHTC) has developed a smart product matrix covering L1 to L4 platforms, with a 245% year-on-year increase in NEV sales in the first half of the year due to breakthroughs in high-pressure electric control systems [4]. - Weiqiao Automobile Technology has created a closed-loop system from aluminum production to vehicle recycling, achieving weight reduction and improved range while reducing carbon emissions [4]. - Telecharge has established a charging network across 366 cities with nearly 800,000 charging terminals, enabling rapid charging capabilities [4]. - Fengyuan Lithium Energy is advancing in cutting-edge battery materials, optimizing fast charging and long-range capabilities with high-density lithium iron phosphate materials [4]. Market Performance - Shandong's NEV commercial vehicle production increased by 50% year-on-year, while passenger vehicle production surged by 140%, with total NEV output reaching 532,000 units, a 107.1% increase, elevating the province to 4th place nationally [5].

山东是汽车产业大省，体系完备、链条健全，近年来新能源转型步伐持续加快，产业发展质效稳步提升。 8月20日，山东省政府新闻办在中国重汽莱芜厂区举行"产业链上的山东好品牌"系列现场记者见面会"'链'出新能源"专场，邀请4家企业负责人，分享山东 新能源汽车产业链上实力过硬的优质产品，共话产业发展新趋势、绿色出行新未来。 链主：加速形成新能源汽车产业集群 中国重汽济南卡车公司党委副书记、总经理赵海介绍，作为山东省汽车产业链的"链主"企业，面对新能源和智能网联商用车的爆发式增长，中国重汽实现 了全场景覆盖与核心系统自研自控，突破了新能源商用车高压电控系统、高效电驱动系统等一批"卡脖子"技术，带动整个新能源产业生态在山东落地生 根。2025年上半年，整个中国重汽新能源产品销量1.5万辆，同比增长245%，其中新能源重卡1万辆，同比增长226%。 从国内首条AGV柔性总装线，到有驾驶室焊接100%自动化的"黑灯工厂"，再到有比肩高端乘用车漆面品质的杜尔涂装线，中国重汽在莱芜区投资建设"智 能网联（新能源）重卡项目"，不仅有力带动了区域经济增长，更为当地创造了3000多个优质就业岗位。 此外，中国重汽对上下游产业链有巨大带动 ...

最近三个交易日，15日-20日，中国重汽分别获融资买入0.18亿元、0.38亿元、0.41亿元。 融券方面，当日融券卖出0.15万股，净买入2.14万股。 8月20日，沪深两融数据显示，中国重汽获融资买入额0.41亿元，居两市第1113位，当日融资偿还额0.38 亿元，净买入241.35万元。 ...

在智利安托法加斯塔港，一台巨大的港口起重机正将一批喷涂醒目"GREAT WALL"标识的长城皮卡精准吊装至远洋货轮，这批车辆即将穿越太平洋 驶向澳大利亚广袤的内陆；在沙特阿拉伯利雅得酷热的沙漠边缘，一群当地车主正围着一位中国工程师了解新交付的江淮电动皮卡的充电操作和越野性能 要点；在泰国罗勇府繁忙的工业园内，比亚迪新建的皮卡生产线正加紧调试，为即将到来的东南亚订单做足准备......这些场景是中国皮卡产业在全球市场 强势崛起、出口动能澎湃的生动缩影。 中国汽车工业协会（以下简称"中汽协"）数据显示，我国皮卡海外出口又一次反超国内市场，成为销量增长的关键引擎。7月，国内皮卡终端销量为 20157辆，同比下降6.5%；国产皮卡出口22948辆，同比增长12.9%。1-7月，国内皮卡累计销量达158140辆，累计同比下降4.1%；国产皮卡出口180467 辆，同比增长27.6%。 | 2025年7月皮卡车分企业出口情况表 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 品牌 | 7月出口 | 1-7月出口 | 2024年1-7 月出口 | 环比 ...

Investment Rating - The report maintains a positive outlook on the electric heavy truck industry, indicating significant growth potential driven by policy support and economic advantages [2][4]. Core Insights - The domestic electric heavy truck market is experiencing rapid growth, with sales reaching 79,200 units in the first half of 2025, representing a penetration rate of 22% [3][15]. - The report highlights the increasing penetration of electric heavy trucks in both domestic and European markets, with projections indicating that by 2028, China's electric heavy truck sales could reach 500,000 units, driving a demand for 250 GWh of batteries [3][4]. - The electric heavy truck industry chain is becoming more integrated, with a concentrated market structure that enhances profit elasticity across various segments [5][8]. Summary by Sections Domestic Electric Heavy Truck Market - The penetration rate of electric heavy trucks has rapidly increased due to government policies and economic advantages, with significant sales growth observed in recent years [14][15]. - The report notes that the electric heavy truck market is primarily focused on regional logistics applications, with specific use cases in construction, mining, and municipal services [18][20]. European Electric Heavy Truck Market - The European market for electric light and medium trucks is advancing quickly, with electric heavy trucks identified as a blue ocean opportunity [3][4]. - By 2026, European electric heavy truck sales are expected to reach 17,000 units, with a penetration rate projected to rise to 5% [3][4]. Industry Chain and Profitability - The electric heavy truck industry chain is increasingly collaborative, with a focus on specialized products across various segments, including vehicle, battery, and motor development [5][8]. - The report emphasizes the importance of focusing on key segments within the electric heavy truck industry chain, including manufacturers, battery suppliers, and component producers [4][5]. Investment Recommendations - The report suggests monitoring key players in the electric heavy truck sector, including Foton Motor, China National Heavy Duty Truck Group, and FAW Jiefang for vehicle production [4][5]. - Battery manufacturers such as CATL and Guoxuan High-Tech are highlighted as potential investment opportunities due to the expected surge in demand for electric heavy truck batteries [4][5].

齐鲁晚报·齐鲁壹点 闫聪 8月20日下午在中国重汽莱芜厂区举行"产业链上的山东好品牌"系列现场记者见面会"'链'出新能源"专场，请中国重汽、魏桥汽车科技、特来电、丰元锂能4 家企业负责人与记者见面，介绍山东新能源汽车产业链优质产品，交流山东打造国家新能源汽车重要基地情况。山东重工集团中国重汽济南卡车股份有限公 司党委副书记、总经理赵海介绍"从1960年制造中国第一辆"黄河"重型卡车，到如今新能源产品销量呈倍数增长，中国重型汽车集团有限公司（以下简称"中 国重汽"）正以历史积淀与创新活力，引领着中国商用车产业的新能源化变革。"最新数据显示，2025年上半年，中国重汽新能源产品销量达1.5万辆，同比 飙升245%，其中新能源重卡销量突破1万辆，同比增长226%，展现出强劲的发展势头。 作为我国规模最大、驱动形式和功率覆盖最全的重型汽车企业，中国重汽已构建起覆盖重、中、轻、微、客、特全系列商用车车型的"黄金产业链"。面对产 业变革，企业聚焦"技术自主化、产品多元化、市场全球化战略"，打造了黄河、汕德卡、豪沃三大品牌组成的立体化产品矩阵，并布局充电、换电、插电混 动、燃料电池等多技术路线。 "中国重汽不仅是产品的制造 ...

证券之星消息，8月20日商用车板块较上一交易日上涨4.48%，江淮汽车领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。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) | | --- | --- | --- | --- | --- | --- | | 600418 | 江淮汽车 | 49.66 | 7.00% | 109.39万 | 52.88 Z | | 000800 | 一汽解放 | 7.54 | 6.65% | 142.98万 | 10.83 乙 | | 600066 | 宇通客车 | 27.32 | 4.51% | 24.68万 | 6.62亿 | | 600686 | 金龙汽车 | 12.91 | 2.87% | - 40.13万 | 5.13亿 | | 600006 | 东风股份 | 7.89 | 2.87% | 89.51万 | 7.00亿 | | 000868 | 安凯客车 | 5.98 | 2.40% | 34.58万 | 2.04亿 | | 000957 | 中通客车 | 1 ...