【联合发布】新能源商用车周报(2025年10月第4周)

Core Viewpoint - The article highlights the rapid growth and technological advancements in the new energy commercial vehicle sector, emphasizing the increasing market penetration and the competitive landscape among various manufacturers [6][15][25]. Policy and Regulations - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was released, aiming for over 80% market penetration of new energy vehicles by 2040, with a focus on sustainable development and global competitiveness [6][9]. - The Ministry of Industry and Information Technology is promoting the development of next-generation batteries, including solid-state and metal-air batteries [8][11]. Market Insights - In September 2025, sales of new energy heavy trucks reached 24,000 units, marking a year-on-year increase of 206.2% and a month-on-month increase of 36.0%, with a penetration rate of 28.9% [15][17]. - The cumulative sales of new energy heavy trucks from January to September 2025 reached approximately 138,000 units, reflecting a year-on-year growth of 184% [15][19]. - The new energy heavy truck market is entering a phase of competition based on technology, application scenarios, and ecosystem [25][22]. Company Monitoring - FAW Jiefang led the sales in September 2025 with nearly 4,000 units sold, achieving a year-on-year growth of 254.3% [18][24]. - Deepway emerged as a leader among new energy heavy truck startups, with sales of 3,217 units from January to September 2025, representing a year-on-year increase of 190.1% [22][23]. - Foton Motor launched the "Morning Star" pure electric light truck, focusing on four innovative technology architectures [27][28]. - China National Heavy Duty Truck Group introduced the HOWO TS7 new energy dump truck, featuring significant upgrades in safety and performance [39][40]. - Xinwanda unveiled its first solid-state battery with an energy density of 400 Wh/kg, aiming to enhance the performance and safety of electric vehicles [41][42].