【联合发布】新能源商用车周报(2025年7月第2周)

Core Viewpoint - The article highlights the rapid expansion and strong growth momentum of the new energy commercial vehicle market in China, driven by supportive policies and increasing demand for electric vehicles [6][25][22]. Policy and Regulations - Four departments aim to establish over 100,000 high-power charging facilities nationwide by the end of 2027, focusing on scientific planning and construction [8][10]. - Beijing is enhancing the automotive consumption ecosystem to stimulate new energy vehicle sales, while Chongqing plans to introduce special policies for intelligent connected new energy commercial vehicles with subsidies up to 20 million yuan [11][12]. - Tianjin has introduced significant policies to support the development of new energy vehicles, offering rewards for new models that meet production targets [17][21]. Market Insights - In June 2025, domestic commercial vehicle sales increased by 10.3% month-on-month and 9.5% year-on-year, indicating a robust growth trend [22][23]. - The cumulative sales of new energy commercial vehicles reached 402,000 units in the first half of 2025, a 66.5% increase compared to the same period in 2024 [25][26]. - The market share of CATL in the new energy commercial vehicle battery market is dominant, with a 51.03% share in the first half of 2025 [31][32]. Company Monitoring - Jianghuai Automobile successfully coordinated the first chocolate battery swap commercial vehicle with CATL, showcasing advancements in battery swapping technology [35][36]. - Dongfeng Liuzhou plans to sell 46,000 commercial vehicles in 2025, focusing on quality management and compliance [38]. - JD Logistics launched its self-developed VAN unmanned light truck, which can replace traditional 4.2-meter trucks for logistics operations [40][41]. Industry Developments - A self-regulatory convention was signed by major online freight platforms to protect the legal rights of truck drivers, addressing issues such as low freight rates and timely payment of wages [43][45].