远程醇氢电动开始发力 10月销量持续领跑

Group 1 - The core viewpoint is that the remote new energy commercial vehicle sales continue to lead the industry, achieving both monthly and cumulative sales championships, with a market share of 21.3% in the new energy logistics vehicle segment, marking the 42nd consecutive month of industry leadership [1] - The overall sales of the new energy commercial vehicle industry are gradually declining after a peak in September, but the remote company's methanol-hydrogen electric models are gaining traction, with a year-on-year growth of 253% for methanol-hydrogen heavy trucks, emerging as a dark horse in the industry [1][2] - The methanol-hydrogen electric technology is recognized as the optimal solution for all scenarios in new energy commercial vehicles, leveraging the advantages of long range and low-temperature adaptability, with a cumulative market share of 66.8% for methanol-hydrogen heavy trucks from January to October, maintaining the top position in mixed-power heavy truck sales for 15 consecutive months [2][3] Group 2 - The recently released "Energy Saving and New Energy Vehicle Technology Roadmap 3.0" emphasizes that hybrid power will remain a key driving force in the new energy transformation of commercial vehicles, with expectations that hybrid commercial vehicles will account for over 65% of new sales of traditional energy commercial vehicles by 2040 [4] - The successful promotion of methanol-hydrogen electric technology in Shenyang serves as a valuable case study for large-scale application in northern cold regions, addressing major pain points of traditional pure electric vehicles in low-temperature environments [6] - The collaboration between the remote company and Jinbei Automobile in Shenyang aims to facilitate the new energy transformation of Jinbei through the introduction of methanol-hydrogen electric technology, which is expected to stimulate the development of the entire new energy commercial vehicle industry chain in Liaoning Province [6]