Core Viewpoint - The commercial vehicle market is experiencing significant pressure due to increased competition, with a notable shift towards new energy vehicles, particularly in the tractor segment, where new energy tractor share has reached nearly 32% by August 2025, while gas-powered tractors have decreased by nearly 20 percentage points compared to the same period last year [1][3]. Group 1: Market Trends - The tractor market has seen a substantial increase in new energy vehicle applications, with 39 new energy tractors registered in the latest announcement, marking a record high for the year [3]. - The structure of new energy tractors is diversifying, with charging tractors making up 61.5% of the new applications, while battery swap tractors are declining significantly [6][9]. - The trend indicates a growing preference for charging and fuel cell technologies, while battery swap technology is losing traction [6][8]. Group 2: Company Developments - Yutong Commercial Vehicle has emerged as a leader in the new energy tractor segment, submitting 18 new models, including 13 pure electric tractors [13][17]. - Heavy-duty gas tractors are also gaining attention, with China National Heavy Duty Truck Group launching a new model with a power output of 750 horsepower, indicating strong R&D capabilities in the high-power gas truck market [18][21]. - Dongfeng Commercial Vehicle and FAW Liberation have both introduced new pure electric tractors, showcasing advancements in battery layout and design [22][27]. Group 3: Technological Innovations - The latest electric tractor from Shaanxi Automobile has set a new record with a peak power of 620 kW, highlighting advancements in electric motor technology [29][30]. - SANY has introduced a charging tractor with a battery capacity of 882 kWh and a range of 700 kilometers, indicating a shift towards longer-range electric heavy-duty vehicles [31].
宇通霸榜 三一惊现882度大电量 新一批公示新能源牵引车看点速览 | 头条
第一商用车网·2025-10-13 07:27