Core Viewpoint - The article highlights the rapid growth and development of the new energy commercial vehicle market, emphasizing the increasing penetration rates and supportive government policies aimed at promoting electric and hydrogen fuel vehicles [3][6][10]. Industry Data - In March 2025, the sales of new energy heavy-duty trucks reached 15,433 units, representing a year-on-year increase of 181%, with a penetration rate of 19.82% [6]. - The top 10 companies in new energy heavy-duty truck sales for the first quarter of 2025 include XCMG and Jiefang, with XCMG selling 5,028 units [6][7]. - The penetration rate of new energy heavy-duty trucks has shown a consistent upward trend, with significant growth observed across various vehicle categories [6][7]. Policy and Regulations - Chongqing's Economic and Information Commission has proposed a reward system for the construction of ultra-fast charging infrastructure, with funding incentives based on performance ratings [5][14]. - Shenzhen has initiated a subsidy program for the scrapping and replacement of old commercial vehicles, offering up to 140,000 yuan for eligible vehicles [5][8]. - New regulations in Jining require new residential buildings to include charging facilities for electric vehicles, ensuring a 100% installation rate [8][11]. Company Developments - Foton Motor has launched the new national standard new energy logistics vehicle in collaboration with CATL, focusing on fast charging and user-friendly features [25]. - Baettr has introduced a comprehensive solution for solid-state battery materials, marking a significant advancement in next-generation battery technology [20]. - Huawei Digital Energy showcased its integrated ultra-fast charging solutions at the Shanghai International Charging and Energy Storage Exhibition, highlighting a breakthrough in charging technology [22]. Market Trends - The article notes a shift towards electric and hydrogen fuel vehicles in the logistics sector, with companies like Long-distance New Energy Commercial Vehicles collaborating with local governments to promote eco-friendly transportation solutions [19]. - The introduction of advanced technologies such as V2X and intelligent driving systems in new energy vehicles aims to enhance user experience and operational efficiency [26].

Market Overview - The penetration rate of new energy commercial vehicles has shown an upward trend, with significant increases in the sales of new energy medium and heavy trucks, light trucks, and light buses. However, the penetration rate for large and medium buses has slightly decreased to 48.68% [6][8]. - The sales distribution of various new energy commercial vehicle models indicates a gradual increase in the market share of medium and heavy trucks, while light buses and microbuses have seen fluctuations in their sales proportions [7][8]. Policy and Regulations - The Sichuan Province has implemented a temporary management measure for the recycling and utilization of used power batteries, effective from June 1. This measure mandates that used batteries be handed over to recycling service points or comprehensive utilization enterprises, promoting a multi-functional regional center for battery recycling and utilization [5][9]. - The Shanxi Province has released guidelines for the construction of battery swap stations for pure electric chassis-based vehicles, detailing technical requirements for site selection, power supply systems, and safety standards [5][9]. Company Developments - Changan Kaicheng has launched the V919, a new smart logistics vehicle, with a starting price of 119,900 yuan. This vehicle is positioned as a leading product in the smart new energy commercial vehicle sector [15]. - Weichai Power has introduced the new generation of pure electric small trucks, the Weichai Blue Qiang X1, aimed at urban logistics scenarios, emphasizing efficiency and green solutions [15]. - The launch of the Remote Super VAN at the Birmingham Commercial Vehicle Show showcases its capabilities in logistics and urban distribution, including models equipped with intelligent refrigeration systems [17]. Sales Performance - SAIC Maxus reported a 71% year-on-year increase in domestic sales of its light commercial new energy vehicles from January to April, with the penetration rate rising from 19% to 30% [20]. - Proton Motors achieved a record monthly order of over 1,000 units in April, indicating strong market demand and growth potential for its new energy heavy trucks [19].

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0100期 2025年4月第4周) ll 自录 CONTENTS 僵）行业数据 · 市场：市场：新能源商用车销量与渗透率 企业团公 · 飞碟汽车:大电量混动轻卡"飞碟漫天飞"上市 供应链 政策法规 · 宁德时代：续航突破1500km 宁德时代发布全新电池技术 · 采埃孚：采埃孚亮相上海车展，将强化本地化战略 · 天津滨海新区持续推进充电基础设施建设 天津市滨海新区近日发布《关于进一步做好居民区新能源汽车 充电基础设施建设和管理的通知》, 这是天津市首个系统性推 进居民区充电基础设施建设管理的政策文件。根据通知,新建 小区固定车位100%建设充电基础设施或预留安装条件,同时鼓 励将充电基础设施纳入老旧小区基础类设施改造范围,要求第 季度开展全区范围内车位产权及充电基础设施接入能力摸排, 对于具备接入条件的小区,简化居民充电基础设施报装流程。 遂宁市政府印发《遂宁市充电基础设施建设运营管理试行意见》 近日，遂宁市人民政府办公室关于印发《遂宁市充电基础设施 建设运营管理试行意见》的通知,通知指出:住宅小区。新建 居住社区固定车位充电基础设施10 ...

Core Viewpoint - The article discusses the strong growth and policy support for the new energy commercial vehicle industry, particularly focusing on the sales performance of new energy medium and heavy trucks and the impact of government policies on the market [2][5][6]. Industry Data - New energy medium and heavy truck sales reached 7,440 units in January 2025, representing a year-on-year increase of 96%, with a penetration rate rising to 19.39% [6]. - The top-selling companies in January 2025 included XCMG with 1,234 units sold, followed closely by Jiefang [6]. - Shanghai led the regional sales with 924 units sold [6]. Policy and Regulations - On March 18, 2025, the Ministry of Transport, National Development and Reform Commission, and Ministry of Finance jointly issued a notice expanding the "old-for-new" policy for outdated operational trucks to include those meeting the National IV emission standards, with natural gas vehicles also eligible for subsidies [5][9]. - The subsidy standards vary based on vehicle type, scrapping time, and the type of new vehicle purchased, with the policy effective throughout 2025 [9][14]. - The Shenzhen municipal government announced plans to accelerate the "old-for-new" program, aiming to replace approximately 16,000 vehicles by the end of 2025, with subsidies of up to 80,000 yuan for new energy vehicles [10]. Company Dynamics - Jianghuai Automobile is set to launch its new energy light truck ES9 on March 20, 2025, which is expected to lead the industry with its advanced features [19]. - Times New Energy has successfully delivered its first batch of cold chain transport vehicles, showcasing the efficiency and environmental benefits of electric drive systems [16]. - Geely's remote division has partnered with Didi and Weiyou Technology to deliver 6,000 customized new energy commercial vehicles [16]. Supply Chain Developments - CATL is developing a second-generation sodium battery, which is expected to have performance metrics close to lithium iron phosphate batteries, potentially offering cost advantages [27]. - NIO and CATL have signed a strategic cooperation agreement to build a comprehensive battery swap network, enhancing their partnership through technology and capital collaboration [27].