2026商用车开年“暗流涌动”！来看看资本都投向了谁？| 头条

Group 1 - The commercial vehicle industry is experiencing significant capital movements, including financing, equity acquisitions, and joint ventures, indicating a new development phase [1] - DeepWay has completed a Pre-IPO financing round, raising 1.177 billion yuan, aimed at strengthening its position in the smart new energy heavy truck sector [2][3] - Shaanxi Automobile Datong has transferred its controlling stake and rebranded as Shanxi Tongxi New Energy Vehicle Co., reflecting a trend of resource integration in the new energy commercial vehicle sector [5][7] Group 2 - China FAW Group has established a new company, China Logistics Group Automotive Supply Chain Technology Co., to enhance supply chain resilience and reduce logistics costs [9][11] - "Dachedu" has secured several hundred million yuan in Series C financing to develop AI-driven services for commercial vehicle tire management [12][15] - FAW Jiefang has signed a strategic cooperation agreement with Cainiao Group to leverage logistics technology for global expansion [16][18] Group 3 - Foton Motor and Shandong Port International Logistics Group have formed a joint venture to integrate manufacturing and logistics, aiming to streamline supply chain processes [19][22] - Zero One Automotive has completed a share reform, setting a sales target of 8,000 units for 2026, driven by market demand and policy support [23][26] - Weidu Technology has raised over $100 million in Series C1 financing to accelerate its electric truck production and global delivery [26][27] Group 4 - Renault Group, Volvo Group, and CMA CGM have signed a binding equity acquisition agreement, with Renault set to fully acquire Flexis SAS [27][30] - CATL and Chery Automobile have established a joint venture with a registered capital of 2 billion yuan, focusing on battery manufacturing and sales [29][31] - NineSight Intelligent has completed over $300 million in new financing, becoming a unicorn in the RoboVan sector, following a strategic merger with Cainiao's autonomous vehicle business [34][36]