新能源重卡千辆级订单盘点！谁是年度“单王”？| 头条

Core Viewpoint - The heavy-duty truck industry in China is accelerating its transition to new energy in 2025, driven by "two new" policies and increasing penetration of new energy, leading to a "double explosion" in orders and deliveries of new energy trucks. Group 1: Major Orders and Deliveries - FAW Jiefang signed a procurement agreement for 1,000 battery swap heavy-duty trucks, with the first batch to be delivered by the end of June 2025 [2][4]. - China National Heavy Duty Truck Group secured a strategic cooperation agreement for 1,000 battery swap heavy-duty trucks, with the first 200 units to be deployed in logistics operations in the Sichuan-Chongqing area [6][8]. - XCMG held a signing ceremony for 1,000 new energy tractors, emphasizing its commitment to green and high-quality development [10][12]. - DeepWay launched two new models and received orders for 2,273 new energy heavy-duty trucks, with a notable performance in international markets [19][21]. - Guizhou Ruqi signed a framework agreement for 2,000 new energy heavy-duty trucks, marking a significant step towards large-scale implementation in the logistics sector [28][29]. Group 2: Innovative Products and Technologies - FAW Jiefang's battery swap trucks feature a single charge range exceeding 350 kilometers, achieving a total range of 700 kilometers with a battery swap [4]. - Zero One Automotive's new model, "Jingzhe Leizhenzi," achieved over 1,000 orders within three hours of its launch, showcasing advanced energy efficiency and performance [17]. - Light Shuttle Future launched its 1.0 pure electric heavy-duty truck, signing contracts for 1,000 units, indicating a strong market entry [25][27]. - The new energy heavy-duty trucks from XCMG utilize high-density lithium iron phosphate batteries and various energy recovery modes, enhancing reliability and efficiency [12]. Group 3: Strategic Collaborations and Market Trends - The collaboration between FAW Jiefang and Times Qiji aims to establish a clean transportation system for bulk material transport in Jiangxi Province [2]. - The strategic partnership between Chuangwei Automotive and other entities aims to deliver 1,500 new energy heavy-duty trucks, enhancing the resilience and security of the national strategic material supply chain [22]. - The heavy-duty truck industry is expected to experience sustained high growth, with anticipation for further large-scale orders in 2026 [31].