【联合发布】新能源商用车周报(2025年11月第3周)

Policy and Regulations - The Ministry of Industry and Information Technology (MIIT) aims to explore "Artificial Intelligence + Manufacturing" and plans to establish around 200 high-standard digital parks by 2027 [9][10][15] - The Inner Mongolia government plans to increase the proportion of new energy vehicles (excluding trucks) to 35% by 2027 [15][23] - The Jiangsu Provincial Transportation Department will implement educational corrections instead of penalties for certain violations in road freight transport starting December 1, 2025 [19][21] Market Insights - From January to October 2025, sales of new energy light trucks reached 136,000 units, a year-on-year increase of 81.0%, with a penetration rate of 24.0% [26][28] - The sales of new energy light trucks in October fell below 15,000 units, marking a year-on-year increase of 81.0% but a month-on-month decline of 14.9% [26][28] - The market for new energy light trucks is transitioning from policy-driven growth to stable operation dominated by stock replacement [26] Company Monitoring - The top-selling new energy light truck model, the "Yuan Cheng Star Wisdom," sold over 25,000 units from January to October 2025, capturing an 18.5% market share [31][34] - Foton Motor launched the new generation micro truck "Wonder Plus," which features significant upgrades in safety and performance [45][47] - Weiqiao New Energy Commercial Vehicles introduced the second-generation high-end aluminum VAN model "V80," focusing on lightweight design and efficiency [48][49] - Chery Commercial Vehicles partnered with Qingzhou Zhihang to develop a mass-produced L4 logistics product, enhancing the capabilities of unmanned logistics [51] - ChipLink Integrated released a new silicon carbide G2.0 technology platform, targeting applications in new energy vehicles and AI data center power supplies [52]