Group 1 - The core point of the article is that Funeng Technology (688567) has received a project confirmation notice from a leading domestic new energy commercial vehicle customer, indicating an upcoming supply contract starting in 2026 [1] - The project will utilize lithium iron phosphate batteries designed based on the SPS super soft pack power battery solution, highlighting the increasing market recognition of the company's SPS battery products [1]

Core Viewpoint - Company received a project designation notification from a leading domestic new energy commercial vehicle client, indicating a significant market recognition for its SPS lithium iron phosphate battery solution [1] Group 1 - The company will begin supplying batteries starting in 2026 based on the client's sales forecast and arrangements [1] - The project model will utilize the SuperPunchSolution (SPS) design for lithium iron phosphate batteries [1] - This notification marks a further breakthrough for the company's SPS lithium iron phosphate batteries in the new energy commercial vehicle sector [1]

Core Viewpoint - The company has received a project confirmation notice from a leading domestic new energy commercial vehicle customer, indicating a significant step forward in the market recognition of its SPS lithium iron phosphate battery solutions [1] Group 1: Project Details - The company will begin supplying batteries in 2026 based on the customer's sales forecast and arrangements [1] - The project model will utilize the SPS super soft package power battery solution designed with lithium iron phosphate technology [1] Group 2: Market Impact - The receipt of the project confirmation notice signifies an enhancement in the market acceptance of the company's SPS battery products [1] - This development marks a further breakthrough for the company's SPS lithium iron phosphate power batteries in the new energy commercial vehicle sector [1]

Domestic News - The joint statement from the China-US Stockholm Economic and Trade Talks was released, indicating a temporary suspension of tariffs on certain goods for 90 days starting August 12, 2025, while retaining a 10% tariff on the remaining goods [3] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Bureau issued a policy for personal consumption loan interest subsidies, effective from September 1, 2025, to August 31, 2026, covering various consumer sectors [4] - In July 2025, the industrial producer price index decreased by 0.2% month-on-month, with a year-on-year decline of 3.6%, indicating a narrowing of the decline compared to previous months [5] - Jilin Province is initiating the first batch of talent pool recruitment focused on key industries such as new energy vehicles and artificial intelligence [6] - GAC Group announced the upcoming release of its new "Star Source" range extender technology aimed at addressing the long-standing issues of range-extended electric vehicles [7] - Zeekr and Geely Holding Group announced a patent for anti-motion sickness technology, enhancing the driving experience [8] - NIO's G318 Tibet charging route will be fully operational on August 16, 2025, with 15 battery swap stations along the route [9] - Huawei's Qian Kun intelligent driving system has reportedly avoided over 2.54 million potential collisions as of July 31, 2025 [10] International News - Global electric vehicle sales growth slowed to 21% in July 2025, attributed to a decline in sales momentum for plug-in hybrid vehicles in China [12] - South Korea's car imports increased by 23% in July 2025, with Tesla leading the market [13] - Tesla opened its second showroom in India in New Delhi, alongside a new supercharging station [14] - Mahindra & Mahindra is expanding its operations in South Africa, increasing production capacity to meet demand for economical vehicles [16] Commercial Vehicles - The Ouman Galaxy series heavy trucks were launched in Changchun, with significant market recognition demonstrated by 186 initial orders [17] - The 2025 Wuhan Commercial Vehicle Exhibition is scheduled for November 10-13, 2025, focusing on high-end, intelligent, and green vehicle solutions [18] - JAC's electric pickup truck, the Han Tu EV, was successfully delivered to a Singaporean airline, marking a significant step in the international market [19] - Jiangling Group's vehicle exports to Latin America increased by 32.6% year-on-year, with a total of 36,813 units exported in the first seven months of 2025 [20]

转自：邢台发布微信公众号 近日，位于信都经济开发区的河北长征汽车制造有限公司整装车间里，工作人员忙着组装新上市的长城 G系列混动重卡车型订单产品。至此，企业开发新能源车型已达45款，引领全链价值提升。 "作为产业集群龙头企业，我们努力用好全省唯一具备货车类、专用车类产品生产资质整车制造企业这 一优势，瞄准氢能、纯电动等新能源'赛道'持续发力，创造了全省第一辆纯电动重卡、第一辆氢燃料电 池重卡两项第一。"和永强说，企业开发的牵引车、自卸车、环卫车、搅拌车等多款新能源车型，可满 足倒短运输、城建工程、市政环卫、城配物流、干线物流等多场景的运输需求，被应用在全省各地以及 四川、青海、内蒙古、山东等省（自治区）的城市发展一线。 45款车型中，新长征1号重卡氢能牵引车，助力长征汽车公司联合河钢集团等企业打造的多个氢能运输 示范项目投入运营。新长征1号纯电洗扫车快充50分钟即可满电，1小时可以完成作业面积7万平方米。 眼下，在即将投用的长征新能源商用车研发基地，总投资逾5亿元的国内领先新能源商用车性能试验中 心建设稳步推进。投用后，企业将具备汽车整车及核心零部件综合性试制验证能力，可完成整车基础性 能、智能网联、新能源动 ...

Core Viewpoint - The article highlights the significant growth in the export of new energy commercial vehicles, particularly electric trucks, and discusses the challenges faced by Chinese automotive companies in international markets. Policy and Regulations - The National Certification and Accreditation Administration has released new regulations for mobile power supply certification, effective from August 15, 2025, which includes a new grading system for production enterprises [8][9]. - The National Development and Reform Commission has allocated 200 billion yuan for equipment updates under the "old for new" policy, with 86.5% of the first batch of funds already distributed [10][11]. Market Insights - In the first half of 2025, the export of new energy trucks reached 43,400 units, marking a 223% year-on-year increase, with a penetration rate of 9.1% [16][20]. - South Asia and Oceania emerged as the largest export markets, with a staggering growth of 3765.3% [21][20]. - Australia was the top export destination, with sales of 16,600 units, reflecting a 3475.4% increase [23][21]. Company Monitoring - SAIC Maxus launched the 2026 Starry Pickup family, introducing the "Star Stack Platform" designed specifically for pickups [45][49]. - Modern Automotive unveiled a new hydrogen fuel cell bus with a range of 960 kilometers, enhancing its product lineup in the clean energy sector [32][37]. - Jianghuai Commercial Vehicles released the Jianghuai 1van series, targeting various operational scenarios with a comprehensive product matrix [43][44].

Core Viewpoint - The heavy truck market in China is showing signs of recovery despite the traditional off-season in July, driven by the "two new" policies, with the "Heavy Truck First Influence Index" reflecting a significant increase in brand influence scores compared to previous months and the same period last year [1][4]. Group 1: Heavy Truck Influence Index - In July 2025, the total score of the "Heavy Truck First Influence Index" for nine major heavy truck brands reached 2556 points, a 17.25% increase from June and a 20.34% increase year-on-year [1]. - The average weekly score for July showed a slight decline compared to the previous month, which is considered normal due to seasonal factors and extreme weather conditions [1]. Group 2: Brand Performance - The top three brands in the July "Heavy Truck First Influence Index" were: 1. FAW Jiefang with a score of 575 2. China National Heavy Duty Truck Group (CNHTC) with a score of 528 3. Dongfeng Commercial Vehicle with a score of 354 [2][16]. - FAW Jiefang announced investments totaling 498 million RMB in eight countries and reported a projected net profit of 22 million RMB for the first half of 2025 [6]. - China National Heavy Duty Truck Group achieved significant growth in all operational indicators and delivered 200 units of the V7-X new energy heavy truck in Chengdu [8]. Group 3: Industry Developments - Dongfeng Commercial Vehicle held various events, including a skills competition and a significant vehicle delivery for a coal transportation project, showcasing its commitment to quality and service [10][12]. - XCMG Automotive made strides in the new energy sector, establishing a strategic alliance for innovation in the new energy commercial vehicle industry [17]. - The heavy truck industry is expected to see renewed activity in August, as brands prepare for the peak season [20].

Core Viewpoint - The article highlights the rapid growth and increasing market presence of new energy VAN vehicles in the logistics and transportation industry, with various manufacturers launching innovative models to meet diverse operational needs [1][2]. Group 1: New Energy VAN Models - Jianghuai's 1van series includes three main product lines: Blue Cat (6-7 cubic meters), Van Baolu (over 8 cubic meters), and the Kara unmanned vehicle, targeting urban logistics and multi-purpose applications [4][5]. - Foton's Xiangling U7, a pure electric model, offers a spacious design and features a self-developed semi-solid-state battery with two configurations (40.18 kWh and 50.23 kWh), achieving a maximum range of 360 kilometers [7][9]. - The Farizon Super VAN series, including X-VAN and Chuan Hydrogen Super VAN, focuses on diverse market needs, offering solutions for camping, commercial use, and cost-effective ownership [11][13]. Group 2: Market Trends and Innovations - Dongfeng's Rui Lida emphasizes high cargo capacity with models like V5 (6.61 cubic meters) and V7 (7.27 cubic meters), designed for efficient loading and unloading, and features a comprehensive range of over 310 kilometers [14][16]. - Changan's Kai Cheng V919 offers eight different versions, featuring a long range of 470 kilometers and low energy consumption of 16.5 kWh per 100 kilometers, significantly reducing operational costs compared to fuel vehicles [17][20]. - Skyworth's Hongtu, a multifunctional pure electric VAN, aims to provide efficient solutions for global logistics and passenger transport, featuring a modular design and a cargo space of 14 cubic meters [21][23]. Group 3: Competitive Landscape - Foton's Tuyano X5 introduces a versatile platform compatible with fuel, pure electric, and hybrid technologies, achieving a maximum range of 520 kilometers and the lowest energy consumption in its class at 17.7 kWh per 100 kilometers [24][26].

7月30日，更懂您·江淮1van全系列全场景全价值新品上市发布会在安徽合肥举行。活动现场，卡系 +VAN系+无人系三大系列新能源产品亮相，以全系列全场景全价值新能源物流解决方案，赋能用户价 值跃升，致力成为新一代智慧物流引领者。 据介绍，卡系产品分为恺达EX6和恺达U7两大系列，分别覆盖城市低频重载和城际高频重载场 景，栏板/厢体、单排/排半/双排、冷藏全覆盖，21项行业率先应用。其中，恺达EX6定位超值纯电小 卡，拥有重载版、双排作业版、平台定制版、地库厢车版以及冷链运输版，堪称城市重载首选；恺达 U7定位全新一代纯电高端轿卡，高端配送版空间、承载、续航、舒适全面领先，助力用户多拉多赚、E 路无忧、悦享旅途！ 为用户而生 为价值而来 发布会活动现场 近年来，商用车市场正经历结构性变革，双循环、新能源驱动的市场变革重塑物流产业格局。凭借 成本、政策等优势，新能源物流车迎来黄金发展期。江淮1van顺势而为，为用户而生，为更高价值而 来，懂趋势、懂需求、懂创新，通过"市场、用户、技术、合作"四大路径，推动绿色物流发展，引领新 能源商用车产业升级。 在掌握了底盘关键科技技术之后，江淮1van坚持全新正向研发，以技术 ...

Domestic News - The Central Political Bureau emphasizes the need to govern disorderly competition among enterprises in accordance with the law, promoting the integration of technological innovation and industrial innovation to enhance international competitiveness [2] - The National Energy Administration is drafting policy documents for the construction and renovation of high-power charging facilities, focusing on immediate charging scenarios at highway service areas to improve service capabilities [3] - Shenzhen will implement a tiered lottery system for car license plates from August to December 2025, aimed at increasing the chances of winning for those who have been unsuccessful in previous lotteries [4] - China Changan plans to invest 200 billion yuan in the new automotive sector over the next decade, with a goal of producing 3.55 billion yuan in revenue this year and launching over 50 new energy products in the next five years [5] - Zeekr has launched a service initiative to support users affected by extreme weather, offering various assistance services until December 31, 2025 [6] - Geely Auto will introduce five new intelligent hybrid models in the second half of 2025, aiming to achieve an annual sales target of 3 million vehicles [7] - Lantu Auto has completed the acquisition of the Wuhan Yunfeng factory for 723 million yuan, which has an annual production capacity of 150,000 vehicles [8] - Tudatong has announced a strategic partnership with Kusa Technology to develop L4-level sanitation robots, focusing on smart sanitation operations [9] Foreign News - Toyota plans to start producing its first electric vehicle in Europe in the Czech Republic by 2028, with an annual production target of 100,000 units [10] - LG Energy Solution has secured a $4.3 billion contract with Tesla to supply lithium iron phosphate batteries for its energy storage systems, with the contract running from August 2027 to July 2030 [11] - Tata Motors is set to acquire Iveco for approximately 3.8 billion euros, forming a commercial vehicle group with an expected annual sales volume of over 540,000 units [12] - Tesla has adjusted its pricing strategy for its Robotaxi service in Austin, introducing a dynamic pricing model based on trip length [13] Commercial Vehicles - Yutong Heavy Truck has launched a series of new energy heavy trucks designed for various scenarios, marking a significant upgrade in the industry [14] - Chery has delivered the first batch of its electric heavy trucks in a strategic partnership with Zhongke Guomai, enhancing green logistics in Shandong [15] - Jianghuai has launched a full series of new energy logistics solutions, aiming to become a leader in smart logistics [16] - The first commercial vehicle powered by a hydrogen combustion engine has been put into operation in Hebei, marking a milestone in China's hydrogen engine industry [17]