Group 1: Automotive Industry Regulations - The National Market Supervision Administration issued a draft guideline prohibiting car manufacturers from selling vehicles below production costs, except for legally mandated price reductions for unsold inventory [1] - Companies like Great Wall, Changan, Xiaopeng, BAIC, and BYD have expressed support for the guideline, committing to optimize price management and eliminate price fraud [1] - Leap Motor also announced its commitment to adhere to the guideline and maintain fair market practices [6] Group 2: AI and Technology Developments - OpenAI has adjusted its compensation policy to attract and retain top AI talent amid fierce competition in the industry [4] - Ant Group's AI health assistant AQ has launched a new version with a Chinese name "Ant Ai Fu" and introduced a "Health Goals" feature [19] - XREAL and Google unveiled the world's first Android XR smart glasses, set to launch in 2026 [15] Group 3: Market Trends and Performance - Fujian's automotive exports reached 19.48 billion yuan in the first 11 months of the year, marking a 52.3% year-on-year increase [24] - The AI core industry in China is projected to exceed 1 trillion yuan by 2025, with significant growth in smart wearable devices [24] - The average age of the labor force in China has risen to 39.66 years, indicating an aging workforce [21] Group 4: Company-Specific News - Li Auto showcased its material research achievements, claiming to have the most extensive self-developed materials in the industry [8] - NIO has established 500 charging and battery swap stations in Shanghai, significantly increasing service capacity [8] - Volkswagen will cease operations at its Dresden plant, marking the first closure of a domestic production line in its 88-year history [12]

1.【崔东树：2025年新能源商用车走势较去年明显走强】乘联分会崔东树表示，近几年乘商分化特 征明显，随着房地产持续下滑，商用车走弱，乘用车消费改善。2025年市场受政策因素推动，乘用 车增速11%相对较好，商用车受电动化推动，新能源商用车走势较去年明显走强，包含微客的客车 市场实现较强增长。以旧换新政策对乘用车拉动剧烈，尤其是政策进入期效果好，近期部分暂停的地 区开始恢复，行业综合治理"内卷"工作取得积极进展，车市总体走势放缓。（IT之家） 2.【一汽-大众新车型在津启动试生产】明年，一汽-大众汽车有限公司将有两款新车型在津实现量 产。12月13日，记者从一汽-大众汽车有限公司天津分公司（简称一汽大众天津分公司）了解到，上 述两款新车型中的AU336车型已正式进入试生产阶段。2026年至2027年，一汽大众天津分公司将迎 来多款新车型密集投产。未来，该公司将全力打造集燃油车、混动车型、纯电车于一体的综合性生产 基地，全面推进"油电共线"生产模式升级。（天津日报） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 3.【零跑汽车：杜绝任何形式的价格欺诈和不正当竞争行为】 ...

2025年12月5日，博世商用车集团在重庆举办媒体开放日活动。此次媒体开放日内容丰富、亮点密集，在整体解决方案层面，博世带来了"超级重 卡"、"超级轻卡"两个平台；在核心技术层面，博世展出了电驱桥与电控气压制动系统（EBS）；从战略层面，博世商用车完成了对传统柴油系统、电驱 动、运动控制、智能辅助驾驶等业务板块的整合，正在由核心零部件供应商向全栈解决方案商转变。而此次媒体日的举办地——博世氢动力系统（重庆） 有限公司——不仅展示出博世在氢燃料领域深厚的技术积累，更显示出博世商用车对动力多元化的笃定。"博世将不仅仅是零部件技术的供应商，而是中 国商用车转型的战略伙伴与创新中心。"博世智能出行集团中国区董事会总裁王伟良在致辞中表示。 精于术：电驱桥与EBS双星闪耀 此次活动中，博世阐释了电驱桥技术作为新能源商用车电驱系统的思考。当前，我国商用车新能源渗透率显著提升，根据中汽协数据，1-10月，新能 源商用车累计零售销量为64.9万辆，同比增长60.2%。 "当前我国商用车行业的新能源渗透率已经超过了30%，这意味着很快会出现拐点，渗透率增速会有显著提升，行业的驱动模式将从政策驱动转向了 市场驱动。"博世智能出行集 ...

我国新能源商用车市场的迅猛发展让跨国零部件车企看到了商机。 "当前中国商用车行业正迎来'百年不遇的巨大挑战和机遇'，博世也不再仅仅是一家'零部件技术供应商'，而要成为'中国商用车转型的战略与创新伙伴'。"日 前，在博世商用车集团举办的媒体开放日上，博世智能出行集团中国区董事会总裁王伟良，首次向外界系统阐释了博世在中国商用车电动化、智能化浪潮下 的战略布局。 在王伟良看来，中国商用车行业近年正从"细分市场驱动"向"应用场景驱动"转变，面对电动智能化技术带来的新变化，博世已经开发出"超级重卡"与"超级 轻卡"两大集成化平台作为核心解决方案。"这两个平台的核心就在于把多样化动力、运动智控和智能辅助驾驶三个关键领域进行深度智能化融合。"王伟良 说。 事实上，不仅是跨国零部件车企，随着新能源商用车市场渗透率不断提高，以宁德时代、弗迪动力为代表的本土供应链企业也正在构建一个一体化的超级供 应链联盟，它们试图定义电池、电驱、电控乃至底盘的核心标准，为主机厂提供"打包"解决方案。面对新的竞争态势，以博世为代表的跨国零部件巨头也希 望通过自己的技术实力，在新的赛道上搏出新的增量。 中国商用车电动化拐点已至，行业竞争逻辑生变 " ...

2025年12月6日，"乘势向上聚力向新"山东重工潍柴集团2026年商务大会在山东潍坊举行。 当天，潍柴发布WP14NG、WP5H、WP2.5T三款商用车发动机新品及重卡CTB电池、底置电池包、大功率电驱动系统等全新三电产品。 2025年潍柴具体表现如何？2026年还有什么动向？ 请看方得网现场采访报道。 2025年销量42万台 新能源增长强劲 潍柴2025年市场表现如何？ 在下午进行的潍柴商用车动力分会，潍柴相关领导介绍，2025年潍柴重卡发动机市场占有率34%，稳居行业第一。2025年潍柴轻卡发动机销量突破11万 台、同比增长10%；大中客市场份额达到52%，市场表现优异。 方得网从现场了解到，2025年潍柴商用车发动机预计全年销量42万台、商用车新能源产品销量2万台左右。2026年，潍柴商用车领域销量目标是发动机45 万台，新能源6.1万台！ 其中2025年，潍柴重卡燃气动力地位稳固，持续保持市场主导地位。而全新进入的皮卡/VAN市场，WP2H预计全年销售1.3万台，同比增长134％！ 值得一提的是，潍柴新能源产业园全面投产，新能源产品布局完善，具备全系列电池、电机、电控产品的解决方案能力，市场口碑和产 ...

Core Viewpoint - Chery Commercial Vehicle's Dolphin K5 has won the "2025 Annual New Energy VAN All-round Leader Award" for its outstanding performance in the light commercial vehicle market this year [1][6]. Group 1: Market Context - The "2025 Annual Commercial Vehicle Network Awards" aims to evaluate the technological innovation and market performance of domestic commercial vehicle companies, highlighting excellent products in the industry to promote sustainable development [3]. - VAN-type commercial vehicles play a crucial role in the logistics and transportation industry, widely used in urban freight and express delivery, with increasing demand due to the rapid growth of e-commerce and logistics [5]. Group 2: Product Features - The Dolphin K5 is designed to meet market opportunities with strong new energy technology, offering advantages such as worry-free range, optimal size, safety, and intelligent configurations, aimed at alleviating operational cost pressures for users [8]. - The Dolphin K5 features a 36.8 kWh lithium iron phosphate battery, providing a range of up to 296 kilometers, suitable for urban commuting and short-distance travel [10]. - It offers both fast and slow charging options, along with a 3.3 kW external discharge function, enhancing user convenience and expanding possibilities for work and life [10]. Group 3: Performance and Safety - The Dolphin K5 has a peak power of 60 kW and a peak torque of 220 Nm, leading in its class for acceleration and climbing capabilities [12]. - It employs a rear-wheel drive layout, improving weight distribution for better handling stability and power output [12]. - Safety features include a 63% ultra-strong steel cage body, dual airbags, and standard ABS+EBD, ensuring stable and controllable braking across various road conditions [12]. Group 4: Future Outlook - The award for Dolphin K5 not only recognizes its capabilities but also injects new momentum into Chery Commercial Vehicle's continued focus on the VAN market [12]. - The company plans to enhance innovation, efficiency, comfort, and safety in its future product development, aiming to provide higher quality products and better services to users [12].

11月的重卡市场热度依旧不减，"双十一"也成为各大品牌集中发力、拓展市场的舞台。从一汽解放抖音直播狂揽6000辆订单，到中国 重汽百城接力创下千辆佳绩；从奇瑞商用车拿下3000辆订单，到零一汽车"惊蛰雷震子"上市3小时斩单1068辆；从东风商用车、福田 汽车、徐工汽车在国内外市场接连斩获大单，到重整后加速发展的上汽红岩也成功实现批量交付，足见年底重卡市场的火热。 一汽解放："双十一"直播狂揽6000辆订单 11月不仅是物流高峰，更是一汽解放的营销创新窗口。借助"双十一"契机，一汽解放与一汽租赁联合在抖音平台打造行业首个"双十一 亿万补贴"直播盛典。以J7智能工厂为背景，5小时直播集中展示了一汽解放24款主力车型，叠加"三重补贴+专属金融礼遇"，当晚团购 订单突破6000辆，累计场观超27.6万人，峰值在线人数1.8万人，开创了中国商用车行业的营销新模式——商用车制造企业与金融服务 企业首次在直播营销中深度融合，为行业开辟了一条直达用户的"快车道"。 11月中旬，一汽解放印尼代理PTGayaMakmurMobil带领147人客户团到访长春交流。此次访问期间，双方共签署350余辆意向订单， 为后续合作注入新的动力 ...

在全球商用车市场加速转型的背景下，潍柴新能源商用车海外业务持续向好。截至10月，其海外销量实现同比增长71%，展现出强劲的国际拓展 势头。近日，旗下LANDKING品牌发布了新一代产品矩阵，30款新品集中亮相，充分体现了其在新能源商用车领域的技术实力与产业布局。 作为潍柴集团全资子公司，潍柴新能源商用车依托集团覆盖150多个国家及地区的网络资源与近2000家服务站点，构建了从动力总成到整车的全 链条技术体系。产品线涵盖中、轻、小、微型卡车以及Van类车型，总重覆盖2.5吨至24吨，并布局混动、纯电、氢燃料等多种新能源路线，满足多样 化运营场景。 为应对全球复杂运营环境，LANDKING持续推进本地化开发。例如，针对中东高温优化热管理，面向东南亚、独联体及美洲等高湿、高盐环境 升级防腐技术，并为多山地区研发专用车型，显著提升产品适应性与场景穿透力。 此次发布的新一代产品包括轻卡、微卡及VAN类车型，覆盖X7新能源及燃油版、X1纯电小卡及全新新能源大VAN。其中，X7新能源轻卡配备 2120mm超宽驾驶室与200kW·h大容量电池，搭载L2+智能驾驶系统，续航与安全性能领先。X1纯电微卡拥有1650mm宽体驾驶室 ...

11月25日，在北京举行的"2025第一商用车网年度评选"颁奖典礼上，福田卡文乐福凭借 今年在VAN车市场卓越的表现，荣获"2025年度新能源VAN车高效引领车型"殊荣。 智能配置方面，这款车可实现L2+级别的智能辅助驾驶功能。涵盖自动紧急制动（AEB）、 全速域自适应巡航（ACC）、车道保持辅助 (LDP)、车道偏离预警 (LDW)等核心配置，进 一步保障了整车行驶的稳定性与安全性。借助先进的智能座舱，福田卡文乐福提升了驾驶的 舒适性与安全性，让长途和跨城运输也变得轻松自如。 2025第一 面用年以 年度评选 2025年度新能源VAN车 高效引领车型 and the for 福田卡文乐福 卡艾乐福 商用车年度评选活动以"为中国智造加油"为初衷，致力于以专业、严谨的态度打造有影响 力的平台，发掘商用车行业中的优秀品牌和产品，树立标杆企业，推动行业健康发展。本届 评选，福田卡文乐福能从众多强劲对手中脱颖而出，也印证了市场、行业专家和用户对其实 力的认可。 高效动力+智能科技 福田卡文乐福解决用户运营焦虑 在物流行业追求高效、经济、智能的发展浪潮中，福田卡文汽车聚焦客户核心需求，以"车 效+运效"一体化解决方案为 ...

Core Viewpoint - The Chery Commercial Vehicle X5 Long Range Edition has been awarded the "2025 Annual New Energy Mini Truck Quality Award" for its high quality, long range, and low energy consumption, showcasing its competitive edge in the market [1][3]. Group 1: Product Features and Innovations - The Chery Commercial Vehicle X5 Long Range Edition is designed for the modern logistics market, aiming to redefine efficiency standards in urban delivery and short-distance transportation with its advanced technology and practical design [7]. - It is equipped with the industry's leading X-Super Motor, which has the highest power output among its peers, providing strong acceleration and a maximum climbing angle of 30°, ensuring broad adaptability for transportation [9]. - The vehicle features a 3.2-meter long cargo box, allowing for 20% more cargo capacity compared to competitors, enhancing its loading capabilities [11]. - The vehicle's liquid-cooled high-energy battery supports multiple charging cycles without fear of high temperatures, reducing charging time by 30 minutes in high-temperature conditions, and maintaining range during summer [12]. Group 2: Economic and Practical Benefits - The X5 Long Range Edition offers excellent economic benefits through low operating costs and efficient operations, creating higher returns for users [12]. - Its practical attributes meet core user demands for loading, power, and range, making it a versatile product that performs reliably across various applications [12]. - The vehicle has received widespread market acclaim for effectively addressing the core pain points of new energy commercial vehicle users, positioning it as a benchmark in the field with significant market potential [12].