在能源结构转型、技术迭代加速与全球格局重塑的交织影响下，商用车行业竞争已远不止于销量数字的 攀升，更体现在企业对战略的前瞻布局、对产业的深刻洞察以及体系化运营能力的构建上。2025年，北 汽福田以全年销量超65万辆、同比增长5.9%的表现硬核收官，其不仅稳居商用车行业第一，更通过一 系列战略发布、技术突破与市场开拓，反映企业在复杂环境中的稳健韧性，展现出从"规模扩张"向"价 值创造"转型的清晰路径。 全球布局纵深推进，从"走出去"到"走进去" 2025年，北汽福田海外销量达16.5万辆，同比增长7.2%，全球化经营成效卓著。这一成绩的背后，是 其"全面国际化"战略持续深化的结果——企业正实现从产品贸易到本地化运营，再到全球价值链整合的 系统性跃迁。 观察其全球布局，北汽福田在产能、市场与品牌层面多点落子。在产能布局上，泰国工厂第2000辆重卡 下线，巴西工厂第1200万辆下线及首条中国商用车生产线投产，标志着中国制造标准与体系能力稳步输 出；市场拓展方面，与沙特签署属地化工厂备忘录、客车首进利比亚市场等举措，体现了对中东、北非 等新兴区域的持续深耕；品牌塑造上，通过亮相香港车博会、德国UITP峰会等国际舞台， ...

经观汽车 2025年的中国商用车市场，如同一片在风浪中颠簸的海域。一方面，价格战的血腥与存量博弈的焦灼，笼罩着传统燃油车市场，企业为守住份额贴身厮杀； 另一方面，新能源的浪潮以不可阻挡之势席卷而来，行业处于能源路线、竞争逻辑与价值重塑的剧烈阵痛期。 在此背景下，许多故事围绕着流量展开。然而，福田汽车却在2025年讲述了一个似乎"反常识"的故事，其没有依靠产品降价，也没有依靠单一爆款的话题营 销，而是跑出了一条稳健而强劲的上升曲线。 商用车的新能源转型初期，"油改电"曾是行业普遍选择的低成本捷径。这种在传统燃油车底盘上"嫁接"三电系统的做法，能快速推出产品，却始终无法解决 续航短、能耗高、空间局促等原生缺陷。 2025年7月，福田汽车发布了启明星纯电轻卡专属平台。作为福田汽车投入17亿元研发的全球首个纯电轻卡专属平台，该平台不是对现有产品的修修补补， 而是从人机工程、电子电气、底盘、驱动四大架构的彻底重构。 从福田汽车对外披露的销量数据来看，2025年全年共计销售超65万辆，依旧以绝对的优势稳居行业第一！其中新能源销售10.1万辆，同比增长87.2%，海外 销售16.5万辆，同比增长7.2%，重卡销售14.2万 ...

Core Insights - Foton Motor held its 2026 Business Annual Meeting and new product launch on December 18, focusing on becoming a world-class commercial vehicle enterprise and marking a strategic shift towards a new future [1][11] - The company unveiled several strategic new products, including the Ouman Galaxy hybrid heavy truck, the Kaven BEACON hydrogen-electric dual-route heavy truck, and the Ouhui smart bus, showcasing its commitment to comprehensive internationalization, new energy, and intelligence [1][11] Group 1: Product Innovation - The Kaven BEACON heavy truck is based on the world's first dedicated platform for "electric and hydrogen" smart heavy trucks, featuring a modular design that allows for 15 different vehicle configurations [2][4] - The Ouhui smart bus integrates advanced intelligent driving technology, including a full-dimensional perception system with multiple sensors, demonstrating its capability in complex real-world conditions [8][10] Group 2: Strategic Goals - Foton aims for a 50% penetration rate of new energy vehicles and a 30% share of overseas business by the end of the 14th Five-Year Plan, reflecting a deep understanding of industry trends [4][11] - The company emphasizes the shift from policy-driven to value-driven markets, focusing on user needs for reliable and cost-effective vehicles [4][11] Group 3: Market Positioning - The Ouman Galaxy hybrid heavy truck reduces energy consumption by 16-26% and improves range by 15%, addressing the demands of long-haul logistics users [11][13] - The Kaven BEACON and the Ouhui smart bus are positioned to redefine market standards in their respective segments, with the Kaven BEACON targeting high-end heavy truck markets and the Ouhui smart bus enhancing public transportation experiences [11][14] Group 4: Comprehensive Solutions - Foton's new products cover key commercial vehicle sectors, providing customized solutions based on a deep understanding of market demands [11][13] - The company has developed a full lifecycle management service that extends beyond vehicle sales, offering comprehensive support to users [13][14]

北京国家会议中心的聚光灯下，福田汽车3000人规模的2026商务年会，展示的不仅是一场年度营销盛会，更是中国商用车龙头企业面向"十五五"的关键战 略宣示。"争创世界一流商用车企业"——这一主题背后，是福田汽车在行业深度调整期，对自身发展路径的重新锚定，也是中国商用车产业从规模领先到 价值引领的集体突围尝试。 转型的真实温度 福田汽车掌门人常瑞用一系列数据勾勒了福田汽车的2025年图景：终端市占率提升至17%，重卡业务翻倍，新能源同比增长约90%。这是一份稳健的成绩 单。 常瑞提出的"全面国际化、全面新能源化、全面智能化"，是清晰的战略方向。核心在于构建系统性转型能力。他提出的"十五五"期间实现50%新能源渗透 率、30%海外占比的目标，绝非简单的数字堆砌，而是基于对技术路线、市场结构和全球格局的深刻研判。但在实践中，每一个"全面"都对应着复杂的战 术抉择。 全面新能源化，意味着告别"单一路线幻想"。福田选择"纯电与混动双轮驱动"，并坚持燃油、气、氢燃料多路线并行。这不是技术路线的摇摆，而是对商 用车运营场景极端复杂性的清醒认知。长途干线、城市配送、港口作业、矿山运输，对动力形式、补能效率、成本结构的要求天差地 ...

Core Insights - Foton Motor aims to become a world-class commercial vehicle enterprise, focusing on strategic development, product innovation, and market layout for 2026 [1][3] Group 1: 2025 Achievements - The company expects a market share increase to 17% in 2025, a year-on-year growth of 1.6 percentage points [1] - Heavy-duty truck business is projected to double in growth, while the new energy business is expected to grow by approximately 90% year-on-year [1] - Product quality satisfaction has improved by 42%, with new platforms for heavy-duty trucks, vans, micro trucks, and light trucks launched [1] Group 2: Challenges and Strategic Focus for 2026 - The company faces challenges in new energy advancement, dealer transformation, and ecological business development [3] - In 2026, the focus will be on core categories like heavy-duty, light-duty, and micro trucks, promoting rapid product uptake and comprehensive new energy transformation [3] - The company plans to deepen the integration of distribution and direct sales, develop new energy dedicated networks, and encourage dealers to expand into used cars and overseas exports [3] Group 3: Long-term Development Goals - Foton Motor's "14th Five-Year Plan" aims for a new energy penetration rate of 50% and an overseas business share of 30% [3] - The company will pursue comprehensive internationalization, new energy, and intelligent transformation, covering all market scenarios with multiple technology routes [3] Group 4: Market Outlook and Sales Targets - The commercial vehicle market is expected to reach approximately 4.25 million units in 2026, with significant structural opportunities despite domestic growth pressures [6] - The new energy penetration rate is anticipated to exceed 35%, with exports and new energy being the core growth drivers [6] - Foton Motor aims to sell 200,000 new energy vehicles and 200,000 export vehicles, with specific tasks outlined for each business line [6] Group 5: Future Initiatives - The company plans to leverage the annual meeting as a key opportunity to deepen transformation, enhance technological breakthroughs, and innovate marketing strategies [8] - Foton Motor aims to contribute to the high-quality development of the logistics and transportation industry in collaboration with global partners [8]

Core Insights - The article highlights Foton Motor's ambition to become a world-class commercial vehicle enterprise, showcasing its strategic deepening, product innovation, and market layout for the future [1][5][21] Strategic Overview - Foton Motor's Chairman, Chang Rui, reported a projected market share increase to 17% for 2025, a 1.6 percentage point rise year-on-year, with significant growth in heavy truck and new energy sectors, expecting a 90% increase in new energy sales [1][4] - The company aims for a 50% penetration rate of new energy vehicles and a 30% share in overseas markets during the 14th Five-Year Plan period [4][5] Market Challenges and Responses - Current challenges include a gap between new energy promotion and market expectations, slow dealer transformation, and uneven development of ecological businesses [3][5] - Foton plans to focus on core categories like heavy, light, and micro trucks, promoting rapid new product uptake and enhancing its distribution and direct sales integration [4][11] Marketing and Sales Strategy - The commercial vehicle market is expected to reach 4.25 million units in 2026, with new energy penetration projected to exceed 35% [9][11] - Foton aims to sell 200,000 units each of new energy and export vehicles, with specific growth tasks for various business lines [9][11] Technological Innovation - Foton showcased 72 vehicles at the event, with 48 being new energy models, representing 66.7% of the display, emphasizing its commitment to innovation in the new energy and intelligent vehicle sectors [14][16] - The company has developed a product system that includes pure electric, hybrid, and hydrogen fuel technologies, with a focus on self-controlled core components [16][18] Product Development and Market Adaptation - Foton's product matrix includes specialized vehicles for various sectors, such as electric mixing trucks and garbage trucks, designed for urban green initiatives [19] - The company emphasizes a customer-centric approach in product development, ensuring a comprehensive coverage of market needs [19][21] Future Outlook - 2026 is positioned as a critical year for Foton's strategic implementation, leveraging its growth momentum and clear pathways towards internationalization, new energy, and intelligent transformation [21]

Core Insights - Foton Motor has outlined its global strategy focusing on brand globalization, emphasizing the transition towards green and intelligent commercial vehicles in the industry [1][3] Group 1: Industry Trends - The commercial vehicle industry is shifting from "incremental expansion" to high-quality development, with a notable increase in the penetration of new energy vehicles and accelerated intelligent development [3] - The industry is characterized by a multi-energy approach, with Foton adopting a technology route that includes pure electric, hybrid, and hydrogen fuel [3] Group 2: Technological Advancements - Foton's electric motor efficiency reaches a peak of 97.7%, with hybrid technology covering 12 typical working conditions and a demonstration scale of 3,600 hydrogen fuel cell vehicles [3] - The company is developing a dedicated platform for new energy vehicles while continuously iterating on traditional platforms [3] Group 3: Strategic Initiatives - Foton has established a comprehensive technical accumulation and strategic layout across its entire product range, including heavy trucks, light trucks, micro trucks, and vans [5] - The brand strategy has expanded from product development to ecological operation, focusing on building differentiated competitiveness through "whole vehicle + Internet of Vehicles" [5] Group 4: Market Expansion - Foton plans to establish over 10 industrial bases in multiple countries over the next five years, marking a shift from trade export to localized manufacturing and a full value chain ecosystem [7] - The company aims to enhance global logistics efficiency and sustainability, providing a replicable path for the upgrade of China's commercial vehicle industry [7]

Core Viewpoint - Foton Motor aims to become a world-class commercial vehicle enterprise by 2030, with over 50% of its models being new energy vehicles and overseas sales exceeding 300,000 units [3][5][22] Group 1: Global Strategy and Goals - Foton Motor is actively participating in global competition, focusing on industrial intelligence, digitalization, and connectivity to drive the development of the Chinese automotive industry [3] - The company plans to accelerate overseas industrial investment, establishing over 10 industrial bases in countries such as Thailand, Indonesia, South Africa, Brazil, Mexico, Saudi Arabia, and the EU within the next five years [5][12] - Foton's global strategy report outlines clear goals for achieving a leading position in design, manufacturing, and quality experience in the commercial vehicle sector [3][5] Group 2: Regional Cooperation and Emerging Markets - Brazil and South Africa are identified as crucial strategic points in Foton's global layout, with significant local support for the company's investments [7][10] - The Brazilian government is promoting initiatives that align with Foton's sustainable transportation strategy, encouraging investments in decarbonization and innovation [8] - Foton's local assembly plant in South Africa is highlighted as a significant automotive investment, marking the company's commitment to local production and regional development [10] Group 3: Product Innovation and Technology - Foton is transitioning from being a market participant to a global technology leader, focusing on new energy, intelligent driving, and a multi-energy approach [14] - The company has developed proprietary technologies in electric, hybrid, and hydrogen fuel cell vehicles, achieving high efficiency and extensive testing [14] - Foton's intelligent driving technologies aim to enhance operational efficiency and safety, with significant data integration into its logistics services [16] Group 4: Future Business Planning - Foton aims to achieve a target of 200,000 units in overseas sales by 2026, with significant growth expected in heavy trucks and buses [18] - The company is focused on innovative marketing models and new product promotion, particularly in the new energy sector [18] - Foton's commitment to building a comprehensive vehicle ecosystem is evident in its plans for digitalization and service expansion [16][18] Group 5: Recognition and Awards - Foton Motor recognized outstanding partners in its global development journey with various awards, emphasizing collaboration and innovation [20]

Core Viewpoint - LiuGong's revenue from the U.S. accounts for less than 2% of total revenue, indicating minimal impact from tariff trade policies, allowing the company to maintain its overseas budget targets for 2025 and beyond [2] Group 1: Business Performance - LiuGong's U.S. business revenue is currently under 2% of total revenue, suggesting that the impact of trade policies is limited [2] - The company asserts that the overall risk is controllable and will not hinder its ability to achieve future overseas budget goals [2] Group 2: Strategic Initiatives - LiuGong will continue to implement a "comprehensive internationalization" strategy [2] - The company plans to optimize its global manufacturing base, enhance research and development of new technologies and products, and improve brand value marketing [2] - LiuGong aims to provide high-quality aftermarket services to strengthen its competitiveness and influence in overseas markets [2]

Core Viewpoint - LiuGong's revenue from the U.S. accounts for less than 2% of total revenue, indicating minimal impact from tariff and trade policies, allowing the company to maintain its overseas budget targets for 2025 and beyond [1] Group 1 - The company emphasizes its commitment to a "comprehensive internationalization" strategy [1] - LiuGong plans to optimize its global manufacturing base layout and enhance R&D for new technologies and products [1] - The company aims to strengthen brand value marketing and improve after-market service capabilities to boost competitiveness and influence in overseas markets [1]