【联合发布】新能源商用车周报(2025年12月第1周)

Policy and Regulations - The National Energy Administration has launched a pilot program for "Artificial Intelligence + Energy" to promote the integration of AI technology with the energy industry, aiming to address industry pain points and cultivate new growth areas [8][13]. - The National Development and Reform Commission has released a list of eligible projects for Real Estate Investment Trusts (REITs) in the infrastructure sector, including clean energy projects and energy storage facilities [15]. - Shanghai has strengthened safety management for public electric vehicle charging facilities, requiring compliance with national safety standards and encouraging the use of high-quality equipment [16][17]. Market Insights - In the first ten months of 2025, Shenzhen sold 22,358 new energy light trucks, leading the market with a penetration rate of 78.8%, although growth has slowed due to market saturation [19][20]. - The sales of pure electric light trucks in Shenzhen accounted for 97.1%, with box-type trucks making up 75.7% of sales, and 62.1% of the trucks having a battery capacity of 96-110 kWh [23][24]. - The top three companies in the Shenzhen new energy light truck market hold a combined market share of 54.5%, with the leading company, Farizon Auto, capturing 21.3% of the market [25]. Company Monitoring - Farizon Auto plans to launch its first Robovan, the "Shentong T6," in January 2026, featuring an autonomous driving system designed for logistics applications [39][41]. - ZF Friedrichshafen and Cal Power have entered into a comprehensive strategic partnership in the field of commercial vehicle intelligent driving, focusing on L4 autonomous driving solutions [44][45]. - Guoxuan High-Tech has advanced the design of a 2 GWh production line for solid-state batteries, indicating progress in battery technology for electric vehicles [39].