Core Insights - The electric motor market for new energy logistics vehicles is undergoing a significant transformation, with the market share of OEM (Original Equipment Manufacturer) brands surpassing that of third-party brands for the first time [1][10] Group 1: Market Dynamics - From January to November 2025, the market structure has shifted, with OEM brands capturing 40.2% of the market share, while third-party brands dropped to 39.5% [4][12] - The top three companies in terms of installed electric motors in November 2025 are Huichuan United Power, Remote New Energy Commercial Vehicles, and Beiqi Foton, with respective shares of 22.8%, 18.0%, and 8.9% [2][11] - The overall installed capacity in November 2025 saw a decline compared to previous months, indicating volatility influenced by vehicle sales [1][10] Group 2: Company Performance - Huichuan United Power remains the leader in installed capacity with 123,017 units, despite a year-on-year decline of 7.7% [3][13] - Remote New Energy Commercial Vehicles and Beiqi Foton have shown impressive growth rates of 66.3% and 125.8% respectively, highlighting the strong performance of OEM brands [3][12] - Third-party brands like Wuhan University of Technology have experienced a significant decline, with a year-on-year drop of 46.8% [3][12] Group 3: Competitive Advantages - The growth of OEM brands is attributed to their ability to adapt technology to meet the increasing demands for long-range and heavy-load capabilities in the logistics sector [8][17] - OEMs benefit from vertical integration of the supply chain, allowing for collaborative development of the electric motor, battery, and control systems, which enhances performance and reduces costs [9][18] - Policy support and market positioning have enabled OEMs to quickly launch models equipped with self-developed motors, giving them a competitive edge over third-party brands [9][18] Group 4: Future Outlook - The market concentration in the electric motor sector is expected to increase, with OEM brands likely to maintain and expand their lead [10][18] - Third-party brands need to focus on technological innovation and deepen collaboration with OEMs to carve out competitive advantages in niche areas [10][18]

有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。 在绿色低碳转型加速推进背景下，物流领域传统车型新能源化转型正在加快，越来越多的绿色运输车辆得以应用，该趋势也受到电池企 业关注。今年以来，包括宁德时代、亿纬锂能在内的多家头部厂商凭借在商用车动力电池领域的深厚技术积累，通过战略合作等多元模 式切入并深度布局物流赛道。 值得注意的是，与私家车相比，物流车日均行驶里程更长、运营频次更高，因此对配套电池性能提出更高要求。"比如，续航里程受 限、充电不便、电池自重较大等挑战仍制约着电动重卡在长途运输场景中的大规模推广，需要企业聚焦电池充电效率展开技术攻坚，并 逐步完善配套服务体系，从而进一步提升运营效率。"一位电池行业分析师向《中国能源报》记者表示。 有业内人士表示，物流场景的广泛性与复杂性使得相关车辆在续航里程、充电速度等方面仍存在一定瓶颈。未来，随着电池企业持续加 码核心技术研发并不断推出更加适配物流场景需求的产品，有望进一步助推物流用车电动化进程提质提速。 加码相关业务合作 今年以来，已有多家电池厂商在物流领域展开战略合作与业务布局。近期，哆啦好运新能源物流平台与比亚 ...

12月16日，湖北顶好智慧能源有限公司（以下简称"顶好智慧能源"）与远程慧联达成战略 合作关系，远程慧联旗下150台星智H纯电轻卡正式完成交付。双方将依托各自资源优势， 聚焦新能源物流车运营、智慧能源补给等领域深度协同，逐步扩大新能源运力规模，打造绿 色运力示范项目。 此次交付不仅是双方在绿色运力领域合作的重要里程碑，更是远程慧联基于"五位一体"拥 车解决方案，为国资背景的产业平台提供"资产零顾虑、运营全赋能"深度服务的RKA客户 典型案例展示。标志着远程慧联在赋能RKA客户、共建绿色运力生态方面取得又一关键进 展。 针对资产安全的管控诉求，远程慧联通过数字化工具筑牢资产安全防线，让每一台车辆的运 营轨迹、健康状况都清晰可溯。定制化车型选配匹配实际场景的系统化解决方案，既赋予客 户"可退可进"的灵活空间，更构建起"稳健可控、轻量运营、持续盈利"的闭环生态，助力 其聚焦新能源主业拓展，实现运力板块快速起步与长远发展的双重突破。 强强联手：从车辆供应到全生命周期生态服务全保障 顶好智慧能源成立于2023年8月，由武汉金融控股集团联合江汉区国资共同打造，具备坚 实的国资背景与资金实力。公司定位为武汉清洁能源发展与能 ...

在11月25日举办的"2025第一商用车网年度评选"颁奖典礼上，庆铃铃巨力纯电小卡一路 过关斩将，从众多竞争对手中脱颖而出，成功斩获"2025年度第一推荐新能源小卡"称号， 彰显其硬核技术实力与行业影响力。 多场景适用 把核心技术用到"刀刃上" 作为新能源物流车的核心配置，可以说电池决定了一款车的上限。庆铃铃巨力小卡搭载宁德 时代磷酸铁锂电池，满电续航高达400公里，不仅打通物流末端"最后一公里"配送，还完全 满足跨城运输需求，无需担心半路电量告急。 值得一提的是，庆铃铃巨力小卡的电池还支持充电、换电两种补能方式，补能灵活性大幅提 升。若是赶时间选择换电，几分钟即可满血复活，比传统加油更高效，避免因充电排队影响 后续订单承接。如果时间充裕时充电，还可进一步降低补能成本，让跨城运输既省心又省 钱。 此外，该车还采用纵向布置电池的设计，不仅能巧妙利用空间，不占用货厢区域，还保证装 载力不受影响。不管是早出晚归跑高频短途配送，还是跨城乡跑长途运输，都能放心使用， 进一步提升了运输效率。 在新能源物流车渗透率不断提升的当下，新能源小卡新车型也如雨后春笋般涌现。那么，谁 能在2025年的新能源小卡领域脱颖而出，收获行业 ...

Core Viewpoint - The SAIC Yuedong Danao T3 has been awarded the "2025 Annual Best-Selling Pure Electric Small Truck" due to its outstanding market performance, innovative technology applications, and precise product positioning [1][5]. Market Performance - The Danao T3 has achieved leading sales in a competitive market, reflecting high user recognition of the Yuedong brand and the product's capabilities [5]. - The small truck market's new energy penetration rate has increased from 24.7% last year to 30% in the first half of 2025, marking it as the fastest-growing segment [7]. Product Features - The Danao T3 is designed for urban last-mile delivery and short-distance logistics, featuring a 53 kWh battery from CATL, and boasts five key advantages: ultra-flexibility, high load capacity, strong power, high safety, and long warranty [5][11]. - Specific features include a compact design with a 2850mm wheelbase, a total length of 5.5m, and a turning radius of 6.4m, making it highly maneuverable in urban settings [8]. - The vehicle's load capacity is enhanced by a high-strength steel frame and a 1.5T front axle with a 3T rear axle, improving capacity by 10% compared to competitors [8]. - The Danao T3 is equipped with a 100 kW flat wire motor that delivers a peak torque of 270 Nm and a climbing ability of 26%, ensuring quick power response in complex road conditions [8]. - The vehicle's battery system has an IP68 waterproof rating and a long lifespan, with a fast charging capability that allows 20%-80% charging in just 30 minutes [8]. User-Centric Design - The Danao T3 incorporates safety features from the design stage, including a wide-body cabin, multifunctional steering wheel, and optional 10-inch navigation screen, enhancing driving stability and safety [10]. - The cargo box dimensions of 3805×1850mm cater to various transportation needs, ensuring cargo security during transit [10]. - The product's design philosophy emphasizes "full scenario adaptability and peace of mind throughout the lifecycle," making it a preferred choice for logistics companies, with an 80% procurement rate among express delivery firms [10]. Future Outlook - The Danao T3 sets a new standard for entry-level small trucks with its combination of ultra-flexibility, high load capacity, strong power, high safety, and long warranty, demonstrating the direction of efficiency driven by technology in the new energy logistics vehicle sector [11]. - The expectation is that with the introduction of more high-safety and high-range versions, the Danao T3 will continue to lead the electric transformation of the small truck market and enhance cost efficiency in the logistics industry [11].

Core Viewpoint - The collaboration between SAIC Maxus and the Shanghai Road Transport Industry Association aims to accelerate the transition to new energy logistics vehicles in Shanghai's freight taxi industry, with a strategic order of 150 units, including the first batch of 50 DANA V1 vehicles delivered [1][8]. Group 1: Strategic Collaboration - SAIC Maxus and the Shanghai Road Transport Industry Association signed a strategic cooperation agreement to promote the new energy vehicle upgrade in the freight taxi sector [1][6]. - The partnership is expected to enhance the efficiency and cost-effectiveness of urban logistics through a comprehensive support system provided by Lingju Ecology, which includes "zero threshold, zero burden, and zero commission" services [3][5]. Group 2: Product Features and Performance - The DANA V1 is designed specifically for high-frequency urban logistics scenarios, featuring a CLTC comprehensive range of 405 km and the ability to charge to 80% in just 30 minutes [5]. - The vehicle boasts a low energy consumption of 15.9 kWh per 100 km, high cargo box utilization of 98%, and a low floor design that improves loading efficiency [5]. - DANA V1 is equipped with advanced safety features, including a high-strength cage body, ABS+EBD, and an IP67-rated battery pack, ensuring safety for both passengers and cargo [5]. Group 3: Market Performance - SAIC Maxus has achieved nine consecutive months of sales growth, with a 133% year-on-year increase in October for new energy models and a 184% increase for the DANA family [8]. - The DANA V1 has captured over 25% market share in Hong Kong and ranks first in the electric LCV market in Singapore since August [8].

Core Insights - The article highlights the transformative impact of the new energy logistics vehicle, the Yuanmeng Xingxiang V7E, on the urban distribution industry, showcasing its ability to redefine value standards through real-world performance and efficiency [1][17]. Group 1: Performance and Efficiency - The Yuanmeng Xingxiang V7E demonstrated impressive real-world endurance during a 12-hour challenge, maintaining stable range despite various operational stresses, addressing the common concern of range anxiety among users [3][4]. - The vehicle is equipped with a 51.4 kWh battery, achieving a CLTC range of 375 kilometers, with an energy consumption rate of 13.8 kWh per 100 kilometers, outperforming competitors by over 3% [6][10]. Group 2: Economic Benefits - The V7E's design allows for a maximum cargo capacity of 7.5 m³ and a rated load of 1.5 tons, enabling drivers to take on higher-value cargo, thus increasing potential earnings [7][8]. - Over five years, the total cost of ownership (TCO) for the V7E is projected to save drivers 100,000 yuan compared to traditional fuel vehicles, translating to significant long-term financial benefits [11][13]. Group 3: Operational Innovations - The vehicle's low loading height and wide side sliding door enhance loading and unloading efficiency, reducing the time required for these tasks significantly, which can lead to increased daily orders and revenue [8][10]. - The V7E supports rapid charging technology, allowing for a 30%-80% state of charge in just 15 minutes, which optimizes operational schedules and minimizes downtime [10][11]. Group 4: Industry Transformation - The challenge event illustrated how the V7E is not just a transportation tool but a "mobile profit solution," helping drivers transition from a reactive to a proactive operational model [17]. - Industry leaders emphasize the importance of providing comprehensive solutions for drivers and partners, indicating a shift towards a more integrated approach in the new energy commercial vehicle sector [15][17].

Core Insights - The new energy logistics vehicle market is operating at a high and stable level, with the overall battery installation volume remaining relatively stable [1] - In July, the total battery installation volume reached 3.19 GWh, a decrease of 0.13 GWh month-on-month, with a cumulative total of 1-7 months data indicating a steady trend [1] Group 1: Market Share and Competition - CATL continues to dominate the market with a July installation volume of 1.69 GWh, capturing 52.9% of the market share, although its market share has shown a declining trend this year [1] - The competition among the "three strong" players—Guoxuan High-Tech, Zhongxin Innovation, and Yiwei Lithium Energy—remains intense, with Guoxuan High-Tech achieving a significant lead in July with nearly 0.4 GWh of installation volume [1] - The top five battery companies are focusing on optimizing customer structures and deepening their presence in niche markets, indicating a shift from merely competing on capacity and installation volume [1] Group 2: Customer Distribution and Market Segmentation - CATL maintains a healthy customer concentration, with its largest customer, Beiqi Foton, accounting for only 17.7% of its total supply, primarily targeting the more profitable light truck market [1] - Guoxuan High-Tech is recognized as the "king of medium vehicles," with a stable base and growing presence in the large vehicle market, contributing to its second-place position [1] - Zhongxin Innovation's core customer is Chery Commercial Vehicles, which constitutes 53.4% of its total supply, showcasing a balanced approach in niche market segments [1] - Yiwei Lithium Energy has been competitive in the small truck market, maintaining a close cumulative installation volume with Guoxuan High-Tech and Zhongxin Innovation, indicating potential for a second-place finish in the annual ranking [1] - Fudi Battery, with less than two years of external supply experience, has achieved a 70% external supply ratio, focusing on the light truck sector, and is expected to expand its market presence [1]

Core Viewpoint - The new energy light truck market has been experiencing significant growth since 2025, driven by policy incentives and market demand, leading to an accelerated pace of new product launches by automotive companies [1]. Group 1: Market Trends - The 397th batch of new product announcements from the Ministry of Industry and Information Technology shows that 16 companies participated in the application for new energy light truck chassis, with a total of 31 models submitted, indicating high market interest in new energy logistics vehicles [3][4]. - Among the 31 chassis models, pure electric vehicles remain dominant, with 29 models being fully electric, including 3 models designed for battery swapping and 2 models featuring CNG/electric hybrid systems, reflecting a diversification in technology routes for new energy logistics vehicles [7][11]. Group 2: Key Players and Products - Fei Die Automobile leads the application list with 5 new chassis models, followed by Kai Rui Automobile with 4 models, and Jianghuai and Foton with 3 models each [4]. - The competition in the small micro truck market is intensifying, with various manufacturers accelerating their layouts in this segment, as evidenced by the total weight of models submitted ranging from 2510 to 3495 kg [16]. Group 3: Technological Innovations - The introduction of battery swapping technology is gaining traction, with models from Jianghuai, Qingling, and China National Heavy Duty Truck Corporation featuring this capability, indicating a consensus among manufacturers to enhance product offerings in this niche [11]. - The power systems of the chassis models show a trend towards using lithium iron phosphate batteries from CATL, while China National Heavy Duty Truck is innovating with ternary lithium batteries, showcasing competitive advantages in the market [13]. Group 4: Market Dynamics - The competition for battery market share is intensifying, with CATL's influence being challenged by other manufacturers like Yiwei Lithium Energy and Guoxuan High-Tech, indicating a shift in consumer preferences away from relying solely on CATL [20]. - The focus for light truck brands is shifting towards quickly penetrating various market scenarios to capture user interest, as the new energy logistics vehicle market enters a critical phase of competition [23].

Core Viewpoint - The introduction of the SANY Jiangshan SE636 electric truck is seen as a key solution to the dual pressures of cost and environmental concerns in the logistics industry, particularly in the express delivery sector, which heavily relies on road transport [1][9]. Group 1: Industry Context - The logistics industry in China relies on road transport for 82% of its volume, highlighting the urgent need for emissions reduction in this sector [9]. - The current profit margins for trunk logistics companies are extremely sensitive due to rising costs and environmental pressures [1][4]. Group 2: Policy and Market Dynamics - The Chinese government is pushing for the large-scale application of new energy heavy trucks, with a guiding opinion set to be released in April 2024 [5]. - The logistics sector is not only influenced by market dynamics but also by national policy adjustments, making it a critical area for regulatory focus [4]. Group 3: Technological Innovations - The Jiangshan SE636 features advanced battery design and electric drive systems, achieving a real-world range of 500 kilometers and a rapid charging capability [11]. - The truck's dual motor and dual transmission architecture provide a maximum power output of 870 horsepower, surpassing traditional diesel engines [11]. Group 4: Cost and Environmental Impact - The SE636 can reduce operational costs by 120,000 yuan per year and cut carbon emissions by 98 tons, addressing the financial pressures faced by express delivery companies [11]. - The vehicle's energy consumption is optimized to as low as 1.1 kWh per kilometer, making it both cost-effective and environmentally friendly [11]. Group 5: Collaborative Ecosystem - SANY is forming alliances with leading logistics companies like SF Express and JD.com to create a collaborative ecosystem aimed at reducing logistics costs and enhancing green solutions [12][13]. - The concept of a "zero-carbon transport corridor" is being promoted to integrate various stakeholders, including logistics firms and energy providers, to facilitate the transition to green transport [14]. Group 6: Conclusion - The launch of the Jiangshan SE636 represents a convergence of policy, technology, and market demand, positioning it as a pivotal element in the green transformation of the logistics industry [15].