内容概要：在国家"双碳"战略推动下，港口、矿山、物流等重点领域环保监管趋严，电动牵引车凭借环 保优势获得发展机遇。同时，地方政府出台多项支持政策，进一步刺激了电动牵引车市场需求的快速释 放。此外，电池技术的不断突破和充电基础设施的完善，使得电动牵引车行业加速普及。数据显示， 2020-2024年中国电动牵引车行业销量从0.07万辆增长至5.58万辆。进入2025年，电动牵引车市场热度持 续攀升，仅1-8月累计销量就突破8.51万辆，不仅超越2024年全年销量，较2024年同期更是实现244%的 爆发式增长。 关键词：电动牵引车行业产业链、电动牵引车行业销量、电动牵引车行业进出口数量、电动牵引车行业 竞争格局、电动牵引车行业发展趋势 一、电动牵引车行业相关概述 相关上市企业：一汽解放（000800）、福田汽车（600166）、江淮汽车（600418）、南钢股份 （600282）、宝钢股份（600019）、柳钢股份（601003）、中信特钢（000708）、华菱钢铁 （000932）、沙钢股份（002075）、新钢股份（600782）等。 相关企业：江苏安力电动车有限公司、三一集团有限公司、徐州徐工汽车制造有限公 ...

在"双碳"目标深入推进的背景下，我国商用车产业绿色转型步伐明显加快。行业数据显示，2025年8月商用车新能源渗透率已攀升至29.89%。在此趋势下， 北汽福田以"新能源30.50战略"为引领，积极把握转型机遇，扎实推进产品布局与市场开拓。近期，其实现百辆欧曼星翼新能源牵引车在贵州的成功交付， 为推动西南地区物流体系绿色升级提供助力；同时，全新上市的新能源小卡"卡文乐迪"以其卓越性能打开城配物流市场——该车型百公里电耗仅22kWh，每 公里运营成本约0.1元，且具备3吨级承载能力，精准契合用户对高效、低碳运输的核心需求。 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 ...

Core Viewpoint - The heavy truck market in September 2025 is experiencing a significant seasonal peak, characterized by explosive growth in new energy vehicles and steady progress in traditional power vehicles, with major orders being secured across various companies [1][34]. Group 1: Company Orders and Deliveries - FAW Jiefang's Eagle Energy series launched with 1,858 orders, covering fuel, gas, and electric models for key logistics scenarios [2][3][5]. - China National Heavy Duty Truck Group signed 616 orders for its Shandeka new energy series and delivered 200 units of the Howo gas tractor [6]. - Dongfeng Commercial Vehicle delivered 300 units of the Dragon Power 3.0 integrated smart logistics tractor to Zhongtong Express [8][10]. - Foton Motor's Ouman Galaxy series concluded a nationwide tour with 1,146 orders, over 60% of which were high-end gas tractors [11][13]. - Remote New Energy delivered 200 new energy heavy trucks and signed an additional 300 orders for concrete and aggregate transportation [14][16]. - XCMG delivered 110 units of its 600-degree pure electric tractor to a leading logistics company in Hainan [17][19]. - Tomorrow Hydrogen secured a record order of 500 hydrogen heavy trucks, aimed at serving steel enterprises in northern regions [20][23]. - Dongfeng Liuzhou and XCMG won a 190 million yuan order for hydrogen heavy trucks in Guangdong [24][25]. Group 2: Market Trends and Insights - The September heavy truck market shows a clear trend where new energy models dominate order volumes, while traditional power models also secure substantial orders, indicating a diverse demand across multiple sectors [34].

Core Insights - A strategic partnership has been established among Hezhima Intelligent Technology, Chery Commercial Vehicle, and China Pacific Property Insurance to explore an innovative "technology + insurance" model [1][2] - The collaboration aims to enhance the underwriting process of vehicle insurance through advanced assisted driving technology, creating a mechanism for risk reduction and premium discounts [1] - The partnership is expected to drive the intelligent transformation of commercial vehicles, upgrade industry safety standards, and innovate vehicle insurance services [1] Company Contributions - Hezhima Intelligent Technology specializes in automotive-grade intelligent computing chips and has comprehensive capabilities in assisted driving technology development [1] - Chery Commercial Vehicle has a strong manufacturing background and market presence, establishing a reputable brand in the commercial vehicle sector with a diverse product matrix [1] - China Pacific Property Insurance leverages robust data analysis capabilities and a professional insurance service system to provide effective risk management for the industry [1] Industry Impact - The collaboration is positioned to set a benchmark for cross-industry cooperation and innovation practices, aiming to create new industrial and social value [2]

智通财经APP获悉，2025年9月26日，智能汽车计算芯片引领者黑芝麻智能(02533)、国内自主品牌中率先突破百万销量的奇瑞商用车，以及行业领先的中国 太平洋财产保险(下称 "中国太保产险")正式达成战略合作。三方将携手探索"技术+保险"创新模式，以先进辅助驾驶技术赋能车险承保环节，构建风险减量 与保费优惠的联动机制，为新能源商用车的安全升级与运营效率提升注入强劲动力。 黑芝麻智能创始人兼CEO单记章(二排左侧)、奇瑞控股集团副总裁兼奇瑞商用车总经理巩月琼(二排中间)、中国太平洋财产保险股份有限公司副总经理、总 精算师陈森(二排右侧)出席签约 作为此次合作的核心技术支撑方，黑芝麻智能专注于车规级智能汽车计算芯片及配套解决方案的研发与供应，具备全栈辅助驾驶技术研发能力与丰富的行业 实践经验。奇瑞商用车凭借深厚的制造底蕴与市场积淀，在商用车领域树立了卓越的品牌口碑，其产品矩阵广泛覆盖物流等多元应用场景。中国太保产险则 依托强大的数据分析能力与专业保险服务体系，为行业风险管理提供有力保障。三家企业优势互补、资源整合，将共同推动商用车智能化的普及进程，引领 行业安全标准升级，并探索车险服务创新的全新路径。 根据合作 ...

黑芝麻智能创始人兼CEO单记章(二排左侧)、奇瑞控股集团副总裁兼奇瑞商用车总经理巩月琼(二排中间)、中国太平洋财产保险股份有限公司副总经理、总 精算师陈森(二排右侧)出席签约 智通财经APP获悉，2025年9月26日，智能汽车计算芯片引领者黑芝麻智能(02533)、国内自主品牌中率先突破百万销量的奇瑞商用车，以及行业领先的中国 太平洋财产保险(下称 "中国太保产险")正式达成战略合作。三方将携手探索"技术+保险"创新模式，以先进辅助驾驶技术赋能车险承保环节，构建风险减量 与保费优惠的联动机制，为新能源商用车的安全升级与运营效率提升注入强劲动力。 奇瑞商用车将负责协调线下管理工作，依托其成熟的渠道网络与服务体系，为合作落地提供高效的线下支撑，保障技术与产品快速触达市场。 作为此次合作的核心技术支撑方，黑芝麻智能专注于车规级智能汽车计算芯片及配套解决方案的研发与供应，具备全栈辅助驾驶技术研发能力与丰富的行业 实践经验。奇瑞商用车凭借深厚的制造底蕴与市场积淀，在商用车领域树立了卓越的品牌口碑，其产品矩阵广泛覆盖物流等多元应用场景。中国太保产险则 依托强大的数据分析能力与专业保险服务体系，为行业风险管理提供有力保障。 ...

合资企业双方中，Robo.ai将通过资本市场助力合资公司，并通过品牌营销推动中东以及全球市场的开 拓；JW集团将通过其海外制造业基地帮助合资公司的产品快速投产上市，并通过其现有的400多家经销 商网络，进一步开拓市场。其中，RO1绿色智能豪华大巴车系列，该系列产品覆盖了6米—12米的新能 源客车系列，主要满足日益增长的长途客运、旅游客运以及通勤车需求；RO2绿色智能公交车系列，该 系列产品覆盖了9米—12米的新能源公交车系列，主要满足城市公共交通绿色出行的需求。通过搭载多 项先进的智能辅助驾驶技术，R02在环境感知、预警、驾驶行为监测及防错控制等方面均表现出色，为 乘客和驾驶员提供了全方位的安全保障；RO3豪华舒适商务车系列，该系列产品是面向高端公商务出行 的需求，豪华感与智能感兼具，具备更安全、更可靠、更舒适、更智能、更强劲五大性能优势，能够为 客户提供更加便捷、高效、安全的高品质用车体验。 JW集团首席执行官Javed Afridi表示："RoBUS的成立将实现绿色智能商用车产品的普及，通过建立商用 车共享智能制造平台，我们期待和Robo.ai合作打造最具影响力的商用车制造基地，满足全球市场的需 求。" ...

9月21日，一汽解放发布了鹰驰重卡全系新品，涵盖燃油、燃气及纯电动三大品类，并精准适配煤炭、砂石料、城配短驳等细分场景运 输需求。发布会后，第一商用车网从整车造型、动力、能耗表现、可靠性与安全性等方面对该车进行了深度评测。 下面，我们一起来看看这款车有哪些与众不同之处。 其次，在细节方面，鹰驰内饰风格更多呈现轻奢之风。彩色液晶仪表盘搭配12.3寸触控大屏，将这款车的高端、豪华感展现得淋漓尽 致；环抱式仪表台搭配多功能方向盘，驾乘体验更优；全新领航员高端座椅，自带通风加热、气囊减震、气动调节等功能，搭配主驾双 扶手以及大直径悬置气囊驾驶室。通过一汽解放的精准调教，令该车即便行驶在颠簸路面等复杂工况下，也能保持驾乘人员拥有较高的 舒适度。 除此之外，鹰驰还应用了高顶排半平地板驾驶室，车内净高达1820mm，卧铺宽度更是达910mm，较同级别车型更舒适；电动电加热 后视镜，具备快速除霜、除雾和除雨雪等功能，240升卧铺下工具箱，搭配155升车顶高架储物箱，收纳日常用品和过夜用品不在话 下。总之，这款车绝对可以满足用户日常的用车需求。 自主动力域+轻量化 能耗更低、运输效率更高 作为一汽解放鹰阵家族的又一全新力作，鹰 ...

Group 1 - The launch of six new hydrogen fuel heavy trucks by Dongfeng Special Automobile under Pengfei Group marks a significant breakthrough in the hydrogen transportation sector and advances the industrialization of hydrogen fuel heavy trucks in China [1][2] - The new heavy trucks feature systematic technological breakthroughs in lightweight design, energy efficiency, and range capabilities, with the lightest model weighing 9,980 kg, hydrogen consumption as low as 7.5 L/100 km, and a range exceeding 650 km [1] - The trucks can be refueled in just 20 minutes, addressing range anxiety for medium to long-distance transportation, and include various configurations with different power and battery capacities [1] Group 2 - Pengfei Group signed cooperation agreements with six core suppliers, including Bosch Hydrogen Power and Weishi Energy, to collaboratively build a hydrogen fuel heavy truck industry chain ecosystem [2] - Industry experts highlight that hydrogen fuel heavy trucks are a key pathway for China to achieve its "dual carbon" goals, with Pengfei Group leveraging its extensive operational experience and reliability testing in extreme environments [2] - The company aims to promote the large-scale application of hydrogen fuel cell technology and support the high-quality development of the new energy vehicle industry chain, showcasing its technological leadership and commitment to green transformation [2]

Core Viewpoint - The commercial vehicle market in China shows a mixed performance in August 2025, with a decline in production and sales compared to the previous month, but an increase compared to the same period last year [1][4][8]. Group 1: Commercial Vehicle Performance - In August 2025, commercial vehicle production and sales reached 315,000 and 316,000 units respectively, with month-on-month increases of 5.9% and 3.4%, and year-on-year increases of 16.4% and 16.3% [3]. - From January to August 2025, commercial vehicle production and sales totaled 2.713 million and 2.744 million units, reflecting year-on-year growth of 7.1% and 5.2% [5]. Group 2: Bus Performance - In August 2025, bus production and sales both reached 45,000 units, with month-on-month increases of 3.4% and 7.4%, and year-on-year increases of 18.7% and 11.6% [4]. - Despite a slight decline in overall bus production and sales, other bus categories showed varying degrees of growth [6]. Group 3: Truck Performance - In August 2025, truck production and sales were 270,000 and 272,000 units, with month-on-month increases of 6.3% and 2.7%, and year-on-year increases of 16% and 17.1% [8]. - From January to August 2025, truck production and sales reached 2.362 million and 2.393 million units, with year-on-year growth of 6.5% and 4.5% [8].