Hua Xia Shi Bao·2025-09-18 02:42Core Insights - The Chinese commercial vehicle market is undergoing a significant transformation driven by both policy and market demand, with a notable increase in the penetration rate of new energy commercial vehicles to 27.6% in August 2025, reflecting a 0.8 percentage point increase from the previous month [1] - BYD's strategy of "technology as a spear" is becoming increasingly clear, as evidenced by the launch of the e-Bus platform 3.0 and the new electric bus C11, which features a groundbreaking 1000V high-voltage platform and improvements in energy consumption and low-temperature range [1][5] - The release of the e-Bus platform 3.0 is seen as a pivotal moment in the transition of the commercial vehicle industry from being policy-driven to technology-driven [1][5] Market Dynamics - The commercial vehicle market in 2025 shows a clear structural differentiation, with heavy truck sales increasing by 46.7% year-on-year in August, while medium and light trucks experienced declines of 9.3% and 14.8%, respectively [2] - The overall bus market grew by 11.6%, but the growth rate for medium and large buses (9.2%) lagged behind that of light buses (12.4%), indicating a strong demand for efficient and environmentally friendly commercial vehicles [2] - The domestic market for new energy commercial vehicles saw a significant increase in sales, with a 58.6% growth rate, while export growth was only 9.5%, highlighting the stringent requirements of international markets for technological reliability [2] Technological Advancements - BYD has invested over 14 billion yuan in new energy commercial vehicle research and development since 2008, employing more than 7,000 R&D personnel, establishing itself as a leader in the field [3] - The e-Bus platform 3.0 represents a technological breakthrough that sets new industry standards, particularly with its 1000V high-voltage architecture, which addresses current concerns regarding range anxiety and energy consumption [5] - Innovations in safety technology and intelligent systems are redefining bus safety standards and enhancing operational efficiency, thereby improving user experience and market confidence in electric buses [5][6] Future Outlook - The launch of the new platform aligns with the accelerating trend towards new energy commercial vehicles, with expectations of a sales peak during the "golden September and silver October" period [6] - BYD's position as a leader in new energy bus exports, with a presence in over 70 countries and regions, is expected to strengthen its international competitiveness and contribute to the global standing of Chinese manufacturing [6][7] - The e-Bus platform 3.0 is viewed as a milestone that injects strong momentum into the global electric bus market, promoting a shift towards greener and smarter commercial vehicles [7]