10月8日，北汽福田汽车股份有限公司（下称"福田汽车"）发布了9月份产销数据快报。2025年9月份，福田汽车销售各类汽 车产品5.53万辆，同比增长6.1%，其中重卡销售1.35万辆，同比大增137.4%，新能源产品销售8624辆，同比增长 47.8%。 在"全面国际化、全面新能源化、全面智能化"三大核心战略的指引下，福田汽车交上了一份含金量十足的"金九"旺季成绩 单。请看第一商用车网的分析解读。 商用车市场狂揽"9连冠"，1-9月累计销量超48万辆 福田汽车9月份产销数据快报显示，公司9月销售各类汽车5.53万辆，同比去年9月份的5.21万辆增长6.1%。截止到9月份， 福田汽车2025年累计销量超48万辆，同比增长11%。 | 类别/月份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 销量 | 4.99万 | 4.68万 | 7.18万 | 5.39万 | 4.90万 | 5.23万 | 4.55万 | 5.09万 | 5.53万 ...

据悉，今年1—9月，北汽福田累计销量超48万辆，同比增长10.9%，其中9月销量突破5.5万辆，同比增 长10.2%，整体延续稳健增长态势。在"全面国际化、全面新能源化、全面智能化"战略指引下，企业重 点业务板块增势显著：海外市场稳健拓展，累计销量超11.7万辆；新能源业务实现跨越式增长，累计销 售超7.4万辆，同比大幅增长113.4%；重卡等核心板块表现强劲，累计销量突破10.3万辆，同比增长 94.9%。逐步形成"重卡业务强势增长、海外市场稳步放量、新能源实现突破"的多元增长格局，展现出 高质量发展韧性。 有市场机构分析，国内重卡市场呈现两大结构性变化：一是载货车需求增速首次超过牵引车，短途物流 场景爆发；二是三、四线城市销量贡献率大幅提升。数据显示，9月北汽福田重卡销量超1.3万辆，同比 增长137.4%，展现出强劲发展势头。 全面国际化布局亦在9月取得系列进展。海外市场稳健拓展，成为企业业绩稳步提升的重要支撑。其在 全球市场持续深化本地化战略，形成多层次、高适配的出海新格局。在东南亚，企业针对高温高湿的矿 区工况，结合前期实地路测与全生命周期成本分析，成功斩获125辆重卡订单。在中东市场，凭借产品 出 ...

Core Viewpoint - Foton Motor aims to become a world-class commercial vehicle enterprise by focusing on comprehensive internationalization, new energy, and intelligence as part of its strategic transformation [6][22]. Group 1: Business Performance - In the first half of the year, Foton Motor achieved total sales of 327,000 units, a year-on-year increase of 9.1% [3]. - Heavy truck sales reached nearly 67,000 units, up 74.3% year-on-year, while new energy vehicle sales exceeded 50,000 units, surging 151% [3]. Group 2: Strategic Direction - Foton Motor emphasizes open cooperation and shared benefits as its core business philosophy [5]. - The company plans to enhance its strategic focus on three major areas: comprehensive internationalization, new energy, and intelligence [6]. Group 3: Key Initiatives for the Second Half - Foton will focus on eight key initiatives, including accelerating the transition to new energy, integrating ecological business into the dealer system, and enhancing traditional business market share [8]. - The company aims to support underperforming regions with targeted policies and encourage domestic dealers to explore overseas markets [8]. Group 4: Marketing and Service Transformation - Foton's marketing strategy will focus on enhancing channel quality and efficiency, expanding ecological business, and implementing a customer order-based model for parts sales [16]. - The company plans to deepen its new energy ecosystem by launching exclusive financial products and building a charging station network [16]. Group 5: Product and Technology Showcase - Foton showcased a comprehensive range of products across ten exhibition areas, highlighting its technological advancements and product layout in the commercial vehicle sector [17][22]. - The exhibition featured diverse power types, including pure electric, hydrogen, and LNG, demonstrating Foton's commitment to meeting various market demands [19][20].

Core Viewpoint - The article emphasizes that the promotion of new energy commercial vehicles has shifted from policy-driven to market demand, with Foton Motor set to reveal its strategic plans at the 2025 mid-year business conference [1][11]. Product Focus - Foton Motor's upcoming products are aimed at the urban logistics sector, addressing operational pain points in delivery and city distribution, thereby enhancing its competitiveness in the new energy urban distribution market [7]. - The new Karwen Le Di, a pure electric urban logistics vehicle, will be introduced, featuring a peak power of 90kW and a range of 360 kilometers, catering to various urban logistics needs [7]. - The Xiangling U7, a pure electric VAN, will also be launched, targeting the small and micro commercial vehicle segment, thus expanding the Xiangling brand's product lineup [8]. - Another anticipated product, the Fengjing T7, is expected to be a pure electric micro truck, enhancing Foton's offerings in the rapidly growing new energy segment [8]. Strategic Direction - The invitation for the conference indicates a systematic approach to advancing Foton's "comprehensive electrification" strategy, aiming to fully electrify its commercial vehicle product line [11][12]. - Foton's strategy aligns with the broader goals of achieving carbon neutrality and responding to the green logistics development opportunities, marking a significant shift in the competitive landscape [11][12]. - The introduction of high-end products like the Ouman Galaxy New Energy and the new platform light truck strategy reflects Foton's ambition to enhance its brand image and market position in the new energy heavy truck sector [9][12]. Long-term Vision - Foton is committed to a long-term strategy that emphasizes sustainable development and the transition to new energy, with specific targets for carbon peak and neutrality by 2028 and 2035, respectively [12][13]. - The upcoming product launches will serve as a demonstration of Foton's long-term strategic vision, with a focus on delivering sustainable competitive advantages through innovation and operational excellence [13][16].

Group 1 - North Benz Foton has achieved significant milestones in the Saudi market, including the delivery of 1,000 customized school buses and the signing of a memorandum for a KD manufacturing plant [1][3][4] - The KD manufacturing plant will focus on producing heavy-duty trucks, light-duty trucks, and buses, contributing to Saudi Arabia's Vision 2030 industrial localization efforts [1][4] - The delivery of school buses is designed to meet the specific needs of the Saudi environment, featuring enhancements such as a Cummins ISF2.8 engine and an ESC stability monitoring system for safety [3][4] Group 2 - The collaboration with Saudi entities marks a shift from mere product export to deep localization, strengthening the strategic partnership between China and Saudi Arabia in the automotive sector [4] - North Benz Foton aims to accelerate its transformation towards comprehensive internationalization, new energy, and intelligence, driven by green technology [4] - The company has established 32 localized factories globally, with products and services covering over 130 countries and regions, enhancing its global supply chain capabilities [1]

Core Insights - Foton Motor is experiencing strong growth in market share and user recognition, driven by technological innovation, product iteration, channel expansion, and high-quality service [1] - The company reported cumulative sales exceeding 270,000 units from January to May 2025, marking a year-on-year increase of 9.8%, with significant growth in new energy vehicles and heavy trucks [1][4] - Foton's strategic transformation towards "comprehensive internationalization, comprehensive electrification, and comprehensive intelligence" is a reflection of its ambition to become a world-class enterprise [3][4] Sales Performance - From January to May 2025, Foton's cumulative sales reached over 270,000 units, a 9.8% increase year-on-year [1] - New energy vehicle sales surged to over 40,000 units, representing a 167.7% year-on-year growth [1] - Heavy truck sales exceeded 50,000 units, showing a year-on-year increase of 67.6% [1] - The overseas market also saw significant growth, with cumulative sales surpassing 60,000 units [1] Strategic Goals - Foton aims to achieve a sales target of 12 million units by 2025, building on its historical success of becoming the first Chinese commercial vehicle manufacturer to exceed 10 million units in sales [3][4] - The company is responding to global trends in electrification and smart technology, with a focus on enhancing its competitive edge in the commercial vehicle sector [4][6] Technological Advancements - Foton has been proactive in developing core technologies in the new energy sector since 2003, including hybrid, electric, and hydrogen fuel cell technologies [8] - The company has established a comprehensive ecosystem through its "Aiyike" brand, integrating energy, leasing, and used vehicle services [8] - Foton is also advancing in smart vehicle technology, with developments in intelligent cockpit software, vehicle networking platforms, and autonomous driving capabilities [9] Global Expansion - Foton has built a global presence with 32 localized factories and has made significant inroads in markets such as Europe, Thailand, Chile, Colombia, and the Philippines [7] - The company’s international strategy has been a core focus since 2004, establishing a robust global supply chain to support its growth [7] Industry Impact - Foton's "three comprehensive" strategy aims to enhance its global competitiveness and contribute to China's transition from a manufacturing powerhouse to a leader in intelligent manufacturing [11] - The company is positioned to elevate China's voice in the global commercial vehicle market, leveraging its technological leadership and sustainable profitability [11]

Core Insights - Beiqi Foton continues to lead the commercial vehicle market with a strong sales performance, achieving over 270,000 units sold in May 2025, representing a year-on-year growth of 9.8% [1] - The company has transformed from a follower to a leader in the new energy vehicle sector, with a remarkable 124% year-on-year increase in sales for its new energy models in May [2] - Beiqi Foton is committed to a "fully electrified" strategy, focusing on 32 core technology innovation areas and developing a product matrix that includes pure electric, hybrid, and hydrogen energy vehicles [4] New Energy Sector - The new energy segment is highlighted as the most significant achievement for Beiqi Foton in May, with cumulative sales exceeding 40,000 units [2] - The company aims to implement its "New Energy 30・50 Strategy" by 2024, focusing on building a comprehensive ecosystem for new energy vehicles [7][8] Heavy-Duty Truck Market - In the heavy-duty truck market, Beiqi Foton sold over 11,000 units in May, maintaining a leading position with a strong growth rate [5] - The launch of the new Euro 6 M6 platform is expected to enhance the company's product line and accelerate the high-end development of heavy-duty trucks [5] Global Expansion - Beiqi Foton has made significant strides in international markets, delivering electric buses to Australia and micro trucks to Nigeria, showcasing its global reach [6] - The company has established 32 localized factories worldwide and sells products in over 130 countries, reinforcing its position as a leader in the commercial vehicle industry [6] Intelligent Transformation - The company is embracing intelligent transformation by integrating advanced technologies into its operations, focusing on five core scenarios for commercial vehicles [10] - The introduction of AI technology across various business domains aims to enhance operational efficiency and reduce costs [10] Strategic Vision - Beiqi Foton is advancing towards its goal of becoming a world-class enterprise through clear strategic direction and strong execution capabilities, focusing on full electrification, internationalization, and intelligent transformation [12]

Core Viewpoint - The article emphasizes that Foton Motor is leveraging the rapid advancements in new energy and intelligent technology to seize structural growth opportunities in China's automotive industry, aiming to become a world-class commercial vehicle enterprise through its "Three Comprehensive" strategy [1][6][17]. Group 1: Strategic Development - Foton Motor has established a strategic goal of becoming a world-class commercial vehicle enterprise, focusing on "comprehensive internationalization, comprehensive new energy, and comprehensive intelligence" as its core paths [6][17]. - The company has a rich history, having achieved significant milestones since its establishment in 1996, including becoming the national light truck sales champion and reaching a cumulative global sales of over 10 million commercial vehicles by 2021 [3][4]. Group 2: Market Trends and Challenges - The commercial vehicle industry is undergoing significant changes, with new energy vehicles gaining traction while traditional fuel vehicles are declining in the domestic market. Export markets are experiencing rapid growth, making new energy and exports the new focal points for growth [4][7]. - Foton Motor's strategic goals are closely aligned with these market changes, emphasizing the need for innovation and adaptation to maintain competitiveness [4][8]. Group 3: Internationalization Strategy - Foton Motor has made notable progress in international markets, with overseas exports reaching 14,033 units in the first four months of 2025, marking an 11.4% year-on-year increase [7]. - The company aims to achieve an export target of 300,000 units by 2030 under its GREEN3030 international strategy, focusing on green and technological advancements [8][10]. Group 4: New Energy Development - Foton Motor has been investing in new energy technology since 2003, with a strategic focus on new energy vehicles since 2022. The company has defined a comprehensive approach covering pure electric, hybrid, and hydrogen energy technologies [10][11]. - The company has achieved significant breakthroughs in core modules for electric vehicles and is enhancing its capabilities in hybrid and hydrogen technologies to support the global transition to new energy commercial vehicles [10][11]. Group 5: Intelligent Transformation - Foton Motor is committed to "comprehensive intelligence," focusing on product and operational excellence through the integration of AI and big data technologies [11][12]. - The company aims to enhance operational efficiency across all business domains, achieving a 30% increase in R&D efficiency and a 90% automation rate in logistics and warehousing [11][12]. Group 6: Product Launch - The launch of the Xiangling V5, a new model designed for high-load markets, aims to meet the increasing demand for high-quality commercial vehicles in the logistics sector [12][15]. - The Xiangling V5 features a robust design and versatile cargo configurations, enhancing its appeal to users with diverse transportation needs [12][15].