在商用车行业转型与降本增效需求的双重压力下，零一电驱桥重卡或掀起新一轮变革浪潮。 根据第一商用车网掌握的最新数据（交强险实销口径，不含出口和军车），2025年10月， 国内共销售新能源重卡2.01万辆，同比大涨144%；1-10月，国内新能源重卡累计销售 15.79万辆，累计增幅达178%。可见，在"双碳"目标及行业转型的持续推进下，国内新能 源重卡销售持续火热。 不过，话说回来，虽然新能源重卡市场火热，但是也不容忽视传统能源重卡所具备的优势 ——运营场景更广泛、无惧补能焦虑、运输效率更高……这些，也正是制约新能源重卡发展 的痛点。然而，零一汽车却打破了这一市场"定律"，其搭载正向自研矩石2.0电驱桥的新能 源重卡或将成为行业"颠覆者"。 电驱桥重卡有望成为新能源重卡未来发展趋势？ 不过，近年来，随着电驱桥技术的迭代升级，这些制约新能源重卡推广的因素或将很快被打 破，电驱桥技术不仅运输效率更高，同时还可拉低运营总成本。那么，电驱桥重卡会成为未 来新能源商用车行业发展趋势吗？ 说到这里，有些读者自然会谈及中央驱动新能源重卡。业内众多专家及从业者更是表示，电 驱动重卡将慢慢取代中央驱动重卡，成为电动重卡主流技术路 ...

Core Viewpoint - The commercial vehicle industry in China is undergoing a significant wave of personnel changes at the management level, with major companies like Foton, JAC, Dongfeng, and others announcing key appointments and adjustments in leadership roles [1]. Group 1: JAC Motors - JAC Motors held its ninth board meeting, where it elected Xiang Xingchu as the chairman and appointed Li Ming as the general manager [2][3][6][9]. - The board also established various committees, including the nomination, compensation and assessment, strategy, and audit committees, with specific members appointed to each [7][8]. Group 2: Foton Motors - Foton Motors announced the nomination of candidates for its tenth board of directors, including the appointment of Chang Rui as a non-independent director [15][16]. Group 3: GAC Group - GAC Group's GAC Lingcheng has undergone a change in legal representative and chairman, with Zheng Heng taking over from Yan Zhuangli [18]. Group 4: Power New Technology - Power New Technology appointed Liu Jiantao as the new general manager following the retirement of Xu Qiuhua [19][20][24]. Group 5: Dongfeng Motors - Dongfeng Motors appointed Liu Wei as the chief accountant and a member of the party committee [26]. Group 6: Beiqi Heavy Truck - Beiqi Heavy Truck announced the appointment of Huo Jialin as the new party secretary [28][29]. Group 7: Jiangling Motors - Jiangling Motors appointed Qu Xiaobing as the new party committee member and discipline inspection secretary [30][31]. Group 8: Yunnei Power - Yunnei Power experienced a board member resignation and the election of Chen Yong as a worker representative director [33][36][37]. Conclusion - The personnel adjustments in November may signal the beginning of a reshaping of the industry landscape, with new leaders expected to drive their companies forward [40].

Core Viewpoint - The article highlights the recognition of SAIC Yuejin's H500 Daka model, which won the "2025 Annual Energy-Saving Award for City Distribution Logistics Light Trucks" due to its superior product quality and performance in the commercial vehicle sector [1][9]. Group 1: Industry Overview - The "2025 Annual Evaluation of Commercial Vehicles" aims to assess the technological innovation and market performance of domestic commercial vehicle companies, promoting the sustainable development of the industry [3]. - A significant challenge faced by truck drivers is the high workload, with 84% working over 8 hours daily and 40% exceeding 12 hours, leading to issues such as high operating costs and inadequate vehicle comfort [4]. Group 2: Product Features and Benefits - The H500 Daka model is designed to address user pain points, offering high cost-effectiveness and tailored solutions for truck drivers, including improved product quality and comfort [7]. - The H500 Daka features the πPlus engine, which incorporates advanced technologies that result in strong power, low fuel consumption, and extended maintenance intervals, achieving a fuel consumption reduction of 6.8% compared to competitors [9]. - The vehicle's structural enhancements, such as high-strength steel and a lightweight transmission, increase its payload capacity and reduce maintenance costs, potentially saving drivers 20,000 yuan in operational costs over five years [11]. - Safety and comfort features include dual airbags, LED headlights, adaptive shock-absorbing seats, and a large touchscreen, all contributing to a safer and more comfortable driving experience [11]. Group 3: Future Implications - The award received by SAIC Yuejin for the H500 Daka not only validates its market position but also serves as a motivation for the company to continue its focus on economic, efficient, comfortable, and safe vehicle development [11].

截至发稿，ST云动市值为56亿元。 每经头条（nbdtoutiao）——灌水21万亿，高市早苗1.7万亿强化国防！日本负债率已远超债务危机时的 希腊，对美巨额投资致大规模资本外流，"卖出日元成国际趋势" （记者 王晓波） 每经AI快讯，ST云动（SZ 000903，收盘价：2.87元）11月27日晚间发布公告称，公司第七届第十五次 董事会会议于2025年11月27日在公司办公大楼九楼会议室召开。会议审议了《关于补选第七届董事会审 计委员会及提名委员会委员的议案》等文件。 2025年1至6月份，ST云动的营业收入构成为：发动机行业占比95.47%，其他业务占比3.15%，电子行业 占比1.38%。 ...

股票简称：ST 云动 股票代码：000903 编号：2025—061 号 昆明云内动力股份有限公司 关于非独立董事辞职暨选举职工代表董事、 补选审计委员会及提名委员会委员的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、非独立董事辞职情况 昆明云内动力股份有限公司（以下简称"公司"）董事会于近日收到非独立 董事王洪亮先生的书面辞职报告，因公司治理结构调整，王洪亮先生申请辞去公 司第七届董事会非独立董事职务，同时一并辞去董事会审计委员会及提名委员会 委员职务（王洪亮先生的原定任期至第七届董事会任期届满为止）。辞职后，王 洪亮先生将不再担任公司及其控股子公司任何职务。截至本公告披露日，王洪亮 先生未持有公司股份，亦不存在应履行而未履行完毕的承诺。 根据《公司法》《公司章程》等相关规定，王洪亮先生的辞职将导致公司董 事会成员人数低于法定人数，为保障董事会的正常运行，在公司职工代表大会选 举产生新任职工代表董事之前，王洪亮先生将继续履行其董事相关职责，王洪亮 先生的辞职不会影响公司正常的生产经营。 王洪亮先生将会按照公司相关规定做好离职交接工作，公司及公司董 ...

股票简称：ST 云动 股票代码：000903 编号：2025—060 号 昆明云内动力股份有限公司 第七届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 一、董事会会议召开情况 昆明云内动力股份有限公司（以下简称"公司"）第七届董事会第十五次会 议于 2025 年 11 月 27 日在公司办公大楼九楼会议室召开。本次董事会会议通知 于 2025 年 11 月 26 日分别以电子邮件、书面送达方式通知各位董事。本次会议 应到董事 7 人，实际参会董事 7 人，会议由董事长杨波先生主持，公司部分高级 管理人员列席了会议。参加会议的董事符合法定人数，董事会的召集、召开及表 决程序符合有关法规及《公司章程》的规定。 二、董事会会议审议情况 审议通过了《关于补选第七届董事会审计委员会及提名委员会委员的议案》 表决结果：本议案7票表决，7票同意、0票反对、0票弃权。 鉴于王洪亮先生因公司治理结构调整申请辞去公司董事、审计委员会及提名 委员会委员职务，根据《公司法》《公司章程》《审计委员会实施细则》《提名委 员会实施制度》的规定，为保障审计委员会 ...

数据来源：国家统计局，智研咨询整理 上市企业：潍柴动力（000338）,动力新科（600841）,全柴动力（600218）,宗申动力（001696）,云内动 力（000903）,航发动力（600893）,隆鑫通用（603766）,广汽集团（601238） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 相关报告：智研咨询发布的《2025-2031年中国发动机行业市场全景调研及产业趋势研判报告》 根据国家统计局数据显示：2025年9月中国发动机产量为2.5亿千瓦，同比增长26.1%；2025年1-9月中国 发动机累计产量为18.1亿千瓦，累计增长6.7%。 2020-2025年1-9月中国发动机产量统计图 ...

Group 1 - The company ST Yundong (000903.SZ) confirmed that Chang'an Automobile's subsidiaries, Hebei Chang'an and Chongqing Chang'an, are customers for its engines [2]

Core Viewpoint - The domestic internal combustion engine market shows a mixed performance with a month-on-month decline in October 2025, but a year-on-year growth remains strong, driven by macro policies and market demand [1][22]. Sales Performance - In October 2025, internal combustion engine sales reached 4.5326 million units, a month-on-month decrease of 10.58% but a year-on-year increase of 10.16%. Cumulative sales from January to October totaled 44.2357 million units, reflecting a year-on-year growth of 15.22% [1]. - Diesel engine sales in October 2025 were 399,100 units, down 5.39% month-on-month but up 11.42% year-on-year. Cumulative sales for the year reached 4.2255 million units, marking a year-on-year increase of 5.93% [3]. - Multi-cylinder diesel engine sales in October 2025 were 320,800 units, a month-on-month decline of 7.04% but a year-on-year increase of 15.14%. Cumulative sales from January to October reached 3.4167 million units, with a year-on-year growth of 6.41% [5]. Market Dynamics - The commercial vehicle market showed resilience with multi-cylinder diesel engine sales in October 2025 reaching 176,600 units, a month-on-month increase of 3.60% and a year-on-year increase of 28.39%. Cumulative sales for the year were 1.6611 million units, reflecting a year-on-year growth of 8.53% [15]. - The top ten companies in multi-cylinder diesel engine sales accounted for 78.26% of total sales, a slight increase from 78.06% in the previous month [5]. Company Rankings - Weichai remains the leader in multi-cylinder diesel engine sales with 648,500 units sold from January to October 2025, achieving a year-on-year growth of 4.58% and a market share of 18.98% [10]. - Yuchai ranks second with cumulative sales of 474,600 units, a significant year-on-year increase of 27.22%, capturing a market share of 13.89% [10]. - Yunnei Power and Anhui Quanchai follow in third and fourth places, with cumulative sales of 292,100 units and 281,200 units respectively, both showing positive year-on-year growth [10][11]. Future Outlook - Despite the month-on-month decline in multi-cylinder diesel engine sales, the year-on-year growth remains robust, indicating a potential for continued market expansion in the remaining months of 2025 [22].

11月 11 日，中国内燃机工业协会第八次全国会员代表大会在南京举行。来自全国内燃机行业的 600余名同仁、领导、专家齐聚一堂，共同擘画行业发展新蓝图。本次大会不仅完成了协会换届选举的 重要使命，还同步围绕 "绿色、智能、协同、创新" 主题召开 2025 内燃机产业发展大会，为行业高质量 发展注入新动能。 中国内燃机工业协会第七届理事会常务副会长邢敏指出，当前正值全行业深入学习贯彻党的二十大 及历次全会精神、"十四五" 规划圆满收官与 "十五五" 规划谋篇布局的关键时期，内燃机产业作为国民 经济的重要支撑，亟需通过协同创新破解发展难题。本次大会的召开，既是协会换届的重要节点，更是 行业凝聚共识、共商绿色智能发展路径的关键契机。 大会闭幕后，张文宏对第八届理事会新任负责人进行集体任职谈话，为协会后续工作开展奠定了坚 实基础。 伟（浙江合达）等207人当选为理事；连刚当选中国内燃机工业协会第二届监事会监事长，陆阳、孙国 友、张士志、王晓东当选第二届监事会监事。 沈彬、彭德平、迟海涛、计维斌（兼）、窦全礼（兼）为中内协第八届理事会副秘书长；会上审议 并通过邢敏担任中内协第八届理事会名誉会长，贾滨担任中内协第八届理事 ...