9月份，全国有30个省级行政区有新增新能源牵引车，其中单月新增超百辆的省级行政区达到25个，排名首位的上海市9月份新增新能 源牵引车继续超3000辆（上海已连续三个月新增超3000辆新能源牵引车），山西新增超2000辆，山东、河北新增超1000辆，四川、 江西、河南、新疆和广东等省（自治区）新增超600辆。从区域市场来看，2025年新能源牵引车市场一直保持火热的状态。 2025年9月份，我国新能源重卡月销量首次突破2万辆，同比大涨252%。 这其中，新能源牵引车仍然是那个"跑"得最快的存在。 请看第一商用车网带来的新能源牵引车市场观察。 9月新能源牵引车新增1.79万辆，同比大涨279% 根据第一商用车网掌握的最新数据，2025年9月份，全国共新增新能源牵引车1.79万辆（本文数据来源为重型货车北斗营运证入网销量 口径，非交强险口径，不含出口和军车，下同），环比增长37%，同比则大幅增长了279%。从增幅来看，9月份新能源牵引车市场交 出与新能源重卡市场相同的环比、同比双增的成绩单，月销量环比今年8月份提升超4800辆，同比去年9月份更是大幅提升了约1.32万 辆，约是去年9月份销量的3.8倍。值得一提的是， ...

随着新能源重卡市场竞争的加剧，用户对于重卡品牌的关注度，逐步细分至不同产品所搭载 的核心零部件的性能。毕竟，任何性能突出的新能源重卡都离不开强大的三电系统，而其中 电驱桥便是决定其动力表现、能耗水平以及车辆运营效率的核心部件。今天，第一商用车网 就为各位卡友盘点一下，当前市场上都有哪些热门的重型电驱桥产品，让各位在挑选新能源 重卡时，也能做到心中有数，找到最适合自己运营场景的"赚钱利器"。 东风德纳EP35D电驱桥 兼顾轻量化与节能 作为东风商用车的专属配置，东风德纳为其提供了覆盖燃油重卡到新能源重卡的全套车桥产 品，其可靠性和耐久表现也深受市场认可。在重卡新能源化的过程中，东风德纳的DAE系 列重卡电驱桥，也成为了东风商用车新能源重卡优秀性能表现的保障。 在传统燃油车市场，汉德车桥以用户口口相传的"黄金动力链"的关键组成而闻名，进入新 能源时代，汉德车桥的HDE系列电驱桥同样为其赢得了一片赞誉。 据了解，HDE11.5t电驱桥支持800V高压系统，充电效率较传统500V平台提升显著，同时 油冷散热技术的采用，保障了电机在高功率运行状态下的稳定性。此外，该电驱桥通过集成 化的设计，将电机、电控、减速器融为一体 ...

Group 1 - The heavy truck market in September saw significant sales, with Jiefang delivering 1,858 units and major players like Sinotruk, Dongfeng, Foton, and XCMG securing hundreds of units in large orders [4] - Chinese new energy vehicle companies are entering the European heavy-duty electric truck market through partnerships with industry giants [4] - CRRC Electric won a substantial order for electric buses, indicating a strong demand in the public transportation sector [4] Group 2 - The Ministry of Transport and the Ministry of Industry and Information Technology are implementing new national standards for commercial vehicles starting in October, which will affect the industry regulations [6] - A significant public transportation order worth nearly 160 million was awarded to a specific company, highlighting the competitive landscape in the bus manufacturing sector [6]

Core Viewpoint - The heavy truck market in September 2025 is experiencing a significant seasonal peak, characterized by explosive growth in new energy vehicles and steady progress in traditional power vehicles, with major orders being secured across various companies [1][34]. Group 1: Company Orders and Deliveries - FAW Jiefang's Eagle Energy series launched with 1,858 orders, covering fuel, gas, and electric models for key logistics scenarios [2][3][5]. - China National Heavy Duty Truck Group signed 616 orders for its Shandeka new energy series and delivered 200 units of the Howo gas tractor [6]. - Dongfeng Commercial Vehicle delivered 300 units of the Dragon Power 3.0 integrated smart logistics tractor to Zhongtong Express [8][10]. - Foton Motor's Ouman Galaxy series concluded a nationwide tour with 1,146 orders, over 60% of which were high-end gas tractors [11][13]. - Remote New Energy delivered 200 new energy heavy trucks and signed an additional 300 orders for concrete and aggregate transportation [14][16]. - XCMG delivered 110 units of its 600-degree pure electric tractor to a leading logistics company in Hainan [17][19]. - Tomorrow Hydrogen secured a record order of 500 hydrogen heavy trucks, aimed at serving steel enterprises in northern regions [20][23]. - Dongfeng Liuzhou and XCMG won a 190 million yuan order for hydrogen heavy trucks in Guangdong [24][25]. Group 2: Market Trends and Insights - The September heavy truck market shows a clear trend where new energy models dominate order volumes, while traditional power models also secure substantial orders, indicating a diverse demand across multiple sectors [34].

据介绍，作为全面满足用户多元化工况的焕新力作，欧曼星翼600kWh纯电牵引车针对目前新能源重卡在效率、复杂环境适应性不足等痛点，实现动 力、品质、性能等精准化升级，带来全场景运营的新解决方案。 商用车是我国国民经济的运输载体，也是我国物流业兴衰的风向标。只有商用车整体水平提高了，我国物流运输行业才能高效智能发展。当前，我国商 用车行业正迈向高质量发展阶段，在汽车行业"新四化"浪潮推动下，商用车市场正经历一场前所未有的变革，而欧曼星翼600kWh纯电牵引车正是这场变革 中的缩影。 在测试过程中，商用车行业专家团队和中国商用车品鉴师团队成员一致认为，无论是从技术水平和制造工艺，还是从车辆外观、配置性能来看，欧曼星 翼600kWh纯电牵引车的表现都超过了大家的预期。 "商用车作为中国汽车产业的基石，正在经历着智能革命、能源革命和技术革命的三重转型，各家企业越来越重视产品性能和技术内涵的提升，这一点 通过欧曼星翼的测试可见一斑。"物流行业专家高维志表示，欧曼星翼600kWh纯电牵引车的推出，更为不仅是欧曼新能源重卡以大电量、低能耗、超舒适的 领先产品力为用户高效绿色运营"加码"，更为煤炭、钢材、港口等物流运营场景注入 ...

在新能源重卡领域，陕汽重卡多年来一直践行"创新、协调、绿色、开放、共享"的新发展理念，致力于新能源重卡产品的自主研发与技 术突破。日前，针对快递物流行业，陕汽重卡专门推出了陕汽H6000E纯电动载货车，以破局新能源重卡应用场景边界，满足多元化市 场需求。 外观方面，H6000E纯电动载货车整体比例、型面风格、线条处理上更加富有趣味性，外观硬朗、立体且饱满；创意格栅单元格、高级 镀铬装饰使细节更丰富，外观结构清晰，造型犀利，衬托出整体造型的青年化特质。大灯采用分离式远近光，可以更好地汇聚光线，增 强照明效果，并可根据车辆行驶路况调整近光距离，行车更安全；外后视镜集成电动可调、加热除霜功能于一体，确保车辆在各种运行 工况下，各角度视野能安全掌控；驾驶室整体的流线型设计，让车身风阻系数较同类车型更低。 另据小编了解，H6000E纯电动载货车的货厢采用国际一流重卡技术与生产制造工艺，货厢重量比普通板材货厢重量更轻，有效降低车 辆在重、空载状态下的耗电量，实现节能优化。同时，运送轻抛货，用户最看重的便是车辆的载货空间。在这方面，H6000E载货车极 具优势，货厢容积达到了67立方米，让快递物流用户可以多拉多赚。 高端配 ...

650马力+455公里长续航，三一江山平顶600度大电量牵引车为高效运输赋能。 2025年9月23日-26日，以"高端绿色、智慧未来"为主题的第十七届中国（北京）国际工程机械、建材机械及矿山机械展览会在京盛大 开幕。第一商用车网在现场发现，作为"新能源重卡第一品牌"的三一重卡，此次携江山平顶600度大电量牵引车及江山SE636高顶充电 牵引车重磅参展，赢得现场观众和行业媒体的广泛关注。 下面，第一商用车网为大家重点介绍一下三一江山平顶600度大电量牵引车，一起来看看这款车有哪些亮点？如何满足用户对不同场景 的运营需求？ 650马力+455公里续航 中长途运输更高效 近年来，运输市场竞争愈发激烈。对新能源用户来说，如何保障稳定收益是头等大事。而拥有一款动力强、续航长与能耗低的电动重 卡，无疑是最优解。为了更好地适配中长途物流等复杂运输场景，三一江山平顶600度大电量牵引车对整车"三电"系统进行了焕新升 级。 对此，在安全性方面，三一江山平顶600度大电量牵引车搭载了前碰撞预警、车道偏离预警、电子稳定系统、盲区监测系统、制动蹄片 磨损预警等一系列主动安全配置，运输企业通过车联网系统可以实时监测车辆行驶状态；还可选 ...

Core Viewpoint - The article highlights the launch of the SANY Jiangshan SE636 electric tractor at the BICES 2025 exhibition, emphasizing its advanced features, including a 500 km range, innovative battery design, and enhanced safety systems, positioning it as a competitive product in the electric heavy truck market [1][17]. Group 1: Product Features - The Jiangshan SE636 features a dual battery pack design that enhances stability and safety by lowering the vehicle's center of gravity and providing more space in the cabin during collisions [2][5]. - It is equipped with a 636 kWh battery, enabling a real-world range of 500 km, and utilizes an 800V high-voltage architecture with fast charging capabilities, allowing the battery to charge from 20% to 80% in just 30 minutes [5][7]. - The vehicle's electric drive system delivers a maximum output of 640 kW (870 hp) and is designed for optimal performance in heavy load conditions, with a climbing ability of 15% and a maximum slope of 28% [5][7]. Group 2: Safety and Comfort - The SE636 incorporates multiple advanced driver assistance systems, including adaptive cruise control, lane-keeping assistance, and fatigue monitoring, significantly enhancing driving safety during long hauls [7][12]. - The cabin is designed for comfort, featuring a spacious layout with a flat floor, high-strength materials, and ergonomic controls, ensuring a pleasant driving experience [12][15]. - The vehicle includes a large sleeping area and ample storage, catering to the needs of long-distance drivers [15][17]. Group 3: Design and Aesthetics - The SE636 showcases a streamlined design with a family-style front face, reducing wind resistance and improving energy efficiency [8][9]. - It features both traditional and electronic rearview mirrors, enhancing visibility while further reducing drag [9][11]. - The overall aesthetic is modern and recognizable, aligning with SANY's electric vehicle branding strategy [9][12].

转自：前瞻产业研究院 行业主要上市公司：一汽解放(600436)、中国重汽(000951)、江淮汽车(600418)、中集车辆(301039)等 本文核心数据：机构数量;重卡市场规模 产业概况 1、定义 根据《中华人民共和国机动车登记办法》规定，重型和中型载货汽车核发大型货(俗称黄牌)。具体车型 参数是：车长大于等于6m，总质量大于等于12000kg载货汽车为重型载货汽车。根据产品的完整性，重 卡又分为重卡整车、重卡非完整车辆(重卡底盘)和半挂牵引车。 2、产业链剖析：中游为产业链核心环节 重卡行业产业链上游包括汽车玻璃、车用金属、车用塑料以及汽车零部件等，中游为重卡整车生产制 造，下游为重卡产品应用场景，包括工程运输、卡车租赁、物流运输等。 产业发展历程：行业发展新阶段 20世纪60年代，济南汽车制造厂试制出了第一辆重型卡车JN150，填补了国内重卡生产领域的空白。20 世纪80年代，经国务院批准立项的国家"八五"重点项目，由当时的中国重汽集团，于1983年从当时的奥 地利斯太尔公司全套引进斯太尔91系列重型汽车整车制造技术。 进入21世纪，国家基建、西部大开发等进行了大量的固定资产投资，加上自2004年7 ...

Core Viewpoint - The new energy heavy truck market in August 2025 saw a significant year-on-year increase of 182%, with total sales approaching 17,800 units, indicating strong growth momentum in the sector [1][2]. Market Performance - In August 2025, the domestic new energy heavy truck market sold a total of 17,800 units, representing a month-on-month increase of 7% and a year-on-year increase of 182% [2]. - Pure electric heavy trucks accounted for 98.66% of total sales, with sales of 17,500 units, a slight increase from 98.07% in the previous month [2]. - The sales of battery-swapping heavy trucks reached 5,500 units, marking an 11% increase month-on-month and a 149% increase year-on-year, although this growth rate lagged behind the overall new energy heavy truck market [2][4]. Segment Analysis - The market share of battery-swapping heavy trucks in pure electric heavy truck sales was 31.39%, an increase from the previous month but a decrease of 7.5 percentage points compared to the same period last year [5]. - From January to August 2025, battery-swapping heavy trucks sold a total of 35,400 units, reflecting a year-on-year growth of 139% [16][18]. - The main types of battery-swapping heavy trucks sold were tractor trucks and dump trucks, accounting for 87.67% and 10.77% of sales, respectively [22]. Company Performance - In August 2025, Foton led the sales of battery-swapping heavy trucks with 1,288 units, achieving a remarkable year-on-year growth of 3,289% [12][14]. - Other notable performers included FAW Liberation, Xugong, and YuanCheng, with sales of 841, 766, and 740 units, respectively [12]. - The top ten companies in the battery-swapping heavy truck market all experienced growth compared to the previous year, with six companies achieving over 100% growth [14]. Competitive Landscape - The competition in the battery-swapping tractor truck segment is intense, with six companies selling over 3,000 units each [24]. - Foton, Xugong, and FAW Liberation are the top three companies in this segment, with market shares of 21.77%, 14.93%, and 14.04%, respectively [24]. - In the battery-swapping dump truck market, Xugong leads with a market share of 38.80%, followed by China National Heavy Duty Truck and Shaanxi Automobile, both exceeding 10% market share [26]. Future Outlook - The battery-swapping heavy truck market has shown consistent growth, with a year-on-year increase in sales for the first eight months of 2025, although the growth rate has been lower than that of the overall new energy heavy truck market [29].