乘联分会·2025-11-17 08:55Core Insights - The article emphasizes the rapid growth and opportunities in the new energy commercial vehicle market, particularly in the heavy-duty truck segment, driven by supportive government policies and increasing market demand [5][20][29]. Policy and Regulations - The National Energy Administration has released guidelines to promote the integrated development of distributed renewable energy, encouraging the construction of energy facilities in transportation hubs [7][10]. - The State Council has issued opinions to accelerate the cultivation and opening of new application scenarios, focusing on clean energy applications in various transportation sectors [11][12]. Market Insights - In the first ten months of 2025, sales of new energy heavy-duty trucks reached approximately 158,000 units, marking a year-on-year increase of 178.1% [17][20]. - XCMG regained the top position in sales, with over 25,000 units sold, reflecting a growth of 165% year-on-year [20][21]. - Deepway, a new player in the market, reported a 153% increase in sales and plans to list in Hong Kong [23][24]. Competitive Strategies - The article discusses the competitive landscape, highlighting the need for differentiated competition and the expansion of application scenarios to maintain market share [29]. - Companies are encouraged to innovate their business models and enhance service networks to improve customer experience and loyalty [29]. Company Developments - Dongfeng Motor launched a new brand and strategy for light commercial vehicles, aiming for over 60% penetration of new energy vehicles by 2030 [31][32]. - Foton Motors introduced a comprehensive product matrix aimed at global commercial vehicle markets, with a focus on new energy solutions [34]. - Zero One Automotive unveiled its electric heavy-duty truck, emphasizing its technological advantages and market positioning [36][37]. - Jianghuai Automobile released the new energy light truck Kunkun ET9, developed in collaboration with CATL, addressing performance challenges in the sector [38][39].