福田投产“原生纯电”轻卡，商用车开始抛弃“油改电”路线

Core Insights - Foton Motor has launched its new product, the "Qimingxing" pure electric light truck, marking a transition from "oil-to-electric" to "native pure electric" vehicles [2] - The Qimingxing product is based on a dedicated platform developed over three years with an investment of 1.7 billion yuan, representing a significant advancement in customer value compared to previous "oil-to-electric" models [2] - The "oil-to-electric" approach has been a strategic compromise in the early stages of industrial electrification, allowing manufacturers to quickly introduce electric products with lower development costs [3] Industry Trends - The domestic sales of new energy commercial vehicles in China reached 750,000 units from January to November 2025, a year-on-year increase of 62.4%, with a market share of approximately 20% [3] - Foton Motor's new energy sales during the same period amounted to 92,000 units, reflecting a year-on-year growth of 89.1% [3] - The limitations of the "oil-to-electric" models hinder their ability to meet the industry's demands for large-scale and high-quality development [3] Product Development - The Qimingxing product utilizes a completely new platform architecture designed from the perspective of vehicle electrification and intelligence, enhancing lightweight data, intelligence levels, and operational efficiency [3] - The design of "oil-to-electric" vehicles often compromises battery placement and vehicle stability, which the new platform aims to address by eliminating unsuitable structures [3] Market Engagement - Foton Motor has signed bulk orders for three major brands, totaling 1,682 vehicles, with significant orders for the Oumake Z, Aoling Jidian, and Kaven Letu products [4] - The Oumake Z product secured 666 units, targeting diverse scenarios including leasing and cold chain logistics [4] - The Aoling Jidian product signed 616 units, focusing on the green logistics market, while the Kaven Letu product secured 400 units from various logistics companies [4]