Core Insights - The 2025 World Bus Expo was held in Belgium, showcasing new electric vehicle models from Nanjing-based Skyworth Auto, which received significant attention and praise from global industry guests and partners [1][3]. Group 1: Event Overview - The biennial international bus and coach industry event gathered manufacturers, suppliers, and industry experts from around the world to showcase the latest vehicle products and innovative technologies [3]. - Over 80 Chinese companies participated, highlighting the "Chinese solution" for green travel [3]. Group 2: Skyworth Auto's Offerings - Skyworth Auto, a key player in China's new energy commercial vehicle sector, presented three major new energy models at the expo: the 12-meter pure electric city bus NJL6128BEV, the Skyworth Urban Elf electric mini-bus, and the new electric VAN Skyworth Hongtu, targeting the European market [5][13]. Group 3: NJL6128BEV Specifications - The NJL6128BEV features aesthetic design, comfort, and advanced technology, with a low floor, barrier-free access, and subway-style handrails. It is equipped with a powerful 3500 Nm torque motor and an efficient battery thermal management system, capable of operating in extreme temperatures from -40°C to 65°C, with a range exceeding 420 kilometers [7]. Group 4: Urban Elf Mini-Bus Features - The Skyworth Urban Elf mini-bus, measuring approximately 5.4 meters, is designed for narrow streets and short-distance connections, with a turning radius of only 6.8 meters and a low height of 2.65 meters. It features a pioneering three-in-one low-floor chassis that reduces energy consumption by 15% and achieves an electric drive efficiency of 97.2% [8]. Group 5: Skyworth Hongtu Specifications - The new electric VAN Skyworth Hongtu redefines category standards with "larger space, stronger intelligence, and comprehensive safety." It includes both passenger and cargo versions, equipped with a maximum 100 kWh battery, a range of 410 kilometers, and supports 120 kW fast charging, allowing a 20% to 80% charge in 30 minutes. The vehicle also features a 12.8-inch smart screen, massage seats, and high-quality audio for a passenger car-level comfort experience [9][11]. Group 6: Strategic Vision - The founder of Skyworth Auto emphasized that the European market is a crucial part of the company's global strategy. The participation in the World Bus Expo not only showcased its technological strength and product layout in the new energy commercial vehicle sector but also demonstrated a commitment to advancing green, intelligent, and safe travel in collaboration with global partners [13].

Core Viewpoint - The establishment of BYD's first battery after-sales service center in the UK marks a significant commitment to the local market and sets a new benchmark for efficient service in the new energy commercial vehicle industry [1][5]. Group 1: Service Center Overview - The new service center is strategically located to effectively cover the entire UK, providing service to 1,600 BYD electric buses within 2 hours and 2,100 buses within 4 hours, enhancing operational efficiency for operators across the country [2]. - The center is designed to the highest professional and compliance standards, featuring comprehensive thermal monitoring, isolated alarm storage, and planned emergency containment facilities, ensuring strict adherence to safety protocols [2][4]. Group 2: Strategic Importance - The service center will elevate services from routine maintenance to strategic partnerships, equipped with eight dedicated service areas and deep diagnostic capabilities for battery management systems (BMS), providing holistic solutions for the efficient and reliable operation of BYD electric buses throughout their lifecycle [4]. - BYD's Commercial Vehicle Division General Manager, Tian Chunlong, emphasized that the center's opening aligns with the critical development phase of the UK's electric vehicle ecosystem, positioning BYD as the first manufacturer to offer localized professional battery services [5]. Group 3: Market Impact - Since entering the UK market in 2013, BYD has received over 2,900 orders for electric buses, accumulating a total mileage of over 190 million kilometers, demonstrating the company's commitment to deepening its market presence [5]. - The launch of the battery after-sales service center is seen as a further step in BYD's efforts to expand in the UK market and instill long-term confidence in local customers [5].

智通财经APP获悉，中国汽车流通协会商用车专业委员会提供的销量数据显示，2025年8月，新能源商用车零售销量为7.34万辆，同比增长45.96%，环比 增长2.69%。1-8月，新能源商用车累计零售销量为50.29万辆，同比增长54.52%。 一、2025年8月新能源商用车零售销量 2025年8月新能源商用车零售销量为7.34万辆，同比增长45.96%，环比增长2.69%。其中96.9%的销量来源于纯电动商用车，销量达到7.11万辆，同比增长 48.82%。 从类型来看，新能源卡车销量为4.73万辆，占比64.4%，同比增长86.23%，环比增长7.75%;新能源客车销量为2.61万辆，占比35.6%，同比增长4.93%，环 比下降5.35%。 从企业/品牌表现来看，TOP5企业/品牌销量占比为41.01%，分别是吉利远程、福田汽车、上汽五菱、上汽大通和徐工汽车。 从企业/品牌表现来看，1-8月TOP5企业/品牌累计销量占比为37.62%，分别是吉利远程、福田汽车(600166.SH)、上汽五菱、徐工汽车和开瑞汽车。 二、2025年1-8月新能源商用车累计零售销量 2025年1-8月新能源商用车累计零售销量为 ...

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 ■自录 CONTENTS 政策法规 中汽协：发布支付规范倡议，推动账期承 诺落地 四份能源政策同天发布：推进新能源体系 协同发展 市场洞察 企业监测 (总第0121期 2025年9月第3周) . 1-8月国内新能源重卡自卸车同比增长75.9%, 渗透率达35.7% 401-600kWh电量产品是市场主流，600kWh . 以上产品快速渗透 新能源重卡自卸车销量集中在西南、华北、华 . 中区域 徐工销量突破3000辆，位列第一，同比增长 · 112.2% 比亚迪: 发布e-Bus平台3.0, 纯电C11客车上市, 续航 高达730km 潍柴新能源商用车：潍柴蓝擎X7纯电轻卡福建区域正式 . 上市 亿纬锂能:首套钠离子电池储能系统正式并网 政策法规 中汽协:发布支付规范倡议,推动账期承诺落地 9月15日，中国汽车工业协会（以下简称"中汽协"）发布《汽车整车企业供应商账款支付规范倡议》（以下简称《支付规范倡议》） 旨在 规范汽车整车企业与供应商之间的账款支付流程，维护供应商合法权益，尤其是中小供应商的利益，构建"整车一零部件"协作共赢的产业 生态。 ...

Core Viewpoint - Weichai Power is achieving dual breakthroughs in high-end and new energy sectors through precise strategic layout, capitalizing on the booming demand for AI data centers and the growth in new energy vehicle sales [1][3]. Group 1: AI Data Center and Large Bore Engine Growth - The demand for large bore engines used in data centers has surged, with sales increasing nearly fivefold year-on-year [1]. - The market for large bore diesel engines in China's data centers is expected to approach 10 billion yuan by 2025, with the global market surpassing 40 billion yuan by 2026 [1]. - Weichai Power has sold over 5,000 large bore engines in the first half of 2025, marking a 41% year-on-year increase, with data center engine sales reaching nearly 600 units, up 491% [2]. Group 2: New Energy Business Expansion - Weichai Power's new energy business revenue reached 1.21 billion yuan in the first half of 2025, a 37% increase year-on-year, with battery sales growing by 91% [3]. - The company aims to double its new energy revenue by 2025, driven by the increasing penetration of new energy in heavy trucks, light trucks, and construction machinery [4]. - The production capacity for new energy vehicles is being bolstered by the launch of the Yantai New Energy Power Industrial Park, which supports the full industrial chain layout [3][4]. Group 3: Technological Diversification and Market Adaptability - Weichai Power has diversified its technology routes across pure electric, hybrid, and fuel cell sectors, enhancing its market adaptability [4]. - The company is focusing on significant upgrades in battery technology, including high capacity, fast charging, and long cycle life [4]. - The strategic focus on new energy is expected to mitigate the cyclical fluctuations of traditional business and unlock growth potential [4][5].

Core Viewpoint - The signing of the cooperation agreement between Jiyuan High-tech Zone and Desai Automobile (Beijing) Co., Ltd. marks a significant breakthrough in the investment and development of the new energy vehicle industry in the region, injecting new momentum into the upgrade of the new energy industry [1][3]. Group 1: Project Overview - The project involves the establishment of a production base for new energy special vehicles and hydrogen fuel cell engines [1]. - Desai Automobile is a leading enterprise in commercial vehicle research and manufacturing, with an annual sales revenue exceeding 500 million yuan [3]. - The project aims to produce 3,500 units of new energy vans and engineering machinery, along with 10,000 sets of hydrogen fuel engines, generating an annual output value of over 2 billion yuan [3]. Group 2: Strategic Partnerships - Desai Automobile will collaborate closely with Shanghai Feng Hydrogen Technology Company, leveraging the abundant hydrogen resources in Jiyuan and the latter's core technologies in hydrogen fuel cells and high-performance vehicle systems [3]. - The integration of Desai's manufacturing and supply chain management capabilities with Feng Hydrogen's technological expertise is expected to create a leading domestic manufacturing base for new energy commercial vehicles [3]. Group 3: Project Timeline and Support - The investment party has already moved into the original Lifan New Energy Vehicle factory area and has commenced overall design and construction, with plans to complete the production line by the end of 2025 [3]. - Jiyuan High-tech Zone will continue to strengthen resource support and facilitate the project through comprehensive tracking and assistance [3].

Core Viewpoint - The article highlights the rapid growth and potential of the new energy commercial vehicle market, particularly focusing on the electric heavy truck sector, which is expected to see a penetration rate of 50% by 2025, driven by various stakeholders including battery manufacturers and operators of battery swapping stations [3]. Group 1: Industry Developments - On August 28, Qiyuan Xindong's battery PACK/module manufacturing base in Tianjin officially commenced production, with an annual capacity of 10 GWh and an annual output value of 3.6 billion yuan, capable of meeting the battery needs of nearly 30,000 electric heavy trucks and construction machinery [4]. - The new manufacturing facility will enhance the core segments of the new energy commercial vehicle supply chain, improve local battery supply capabilities, and accelerate industry clustering in Tianjin [4]. - Qiyuan Xindong is a major player in the new energy commercial vehicle sector, holding over 80% market share in the heavy truck battery swapping industry and is a key participant in setting industry standards [5]. Group 2: Market Demand and Growth - In 2024, China's new energy heavy truck sales are projected to reach approximately 79,000 units, representing a year-on-year growth of 141%, although the penetration rate remains low at 13.6%, indicating significant room for growth [7]. - The battery swapping heavy truck market has shown rapid growth, with cumulative sales reaching 16,600 units from January to July 2025, accounting for about 20% of total new energy heavy truck sales [8]. - New energy heavy trucks are becoming a significant contributor to battery installation scale, presenting a new growth curve for battery manufacturers [9]. Group 3: Strategic Partnerships and Innovations - Qiyuan Xindong has established partnerships with several battery manufacturers, including CATL, Yuanhang Jinzhi, and Ruipu Lanjun, with CATL holding approximately 7.17% of Qiyuan Xindong's shares [10][11]. - The company is collaborating with Jin Yu Xinyuan to develop a 600-degree semi-solid battery system with an energy density of 165 Wh/kg, supporting rapid charging and battery swapping [11]. - As the electrification of ports and mining sites accelerates, the battery swapping heavy truck sector is expected to experience significant growth, particularly in high-intensity operational areas like highway towing [12].

Group 1 - Zhongwei Financial (00245) experienced a stock price increase of over 10%, reaching 1.12 HKD with a trading volume of 4.52 million HKD [1] - The company reported total revenue of 78.846 million HKD for the six months ending June 30, 2025, representing a year-on-year increase of 54.44% [1] - The profit attributable to shareholders was 743 million HKD, a significant turnaround from a loss of 20.781 million HKD in the same period last year, with earnings per share of 39.96 HKD cents [1] Group 2 - Zhongwei Financial's wholly-owned subsidiary, Zhongmin Strategic Investment Management Holdings Limited, plans to acquire approximately 23.87% and 19.33% of the issued Class A shares of Wisdom Moon (BVI) Limited from Integrated Winners Enterprises Limited and Smart Silver Global Limited for a total consideration of 514.1 million HKD [1] - The target company is an investment holding company primarily investing in Wisdom Group Holdings Limited, registered in the Cayman Islands [1] - The company sees significant potential in the transformation of the commercial vehicle industry towards clean energy, particularly in the growing market for battery-driven and fuel cell electric vehicles [1] - Hydrogen is becoming increasingly important for medium and heavy commercial vehicles, with expectations for rapid acceleration in the adoption of fuel cell electric vehicles [1] - The target company, along with Weichiteng Fujian, is expanding its global market share in the zero-emission commercial vehicle sector, leveraging China's efficient and cost-competitive supply chain [1]

Core Viewpoint - The article highlights the positive performance and market acceptance of the new energy heavy trucks equipped with the Tebejia electric drive system, showcasing their efficiency and reliability in operations [1][5][14]. Group 1: Performance and Efficiency - The company operates 700 heavy trucks, of which 200 are new energy trucks, with 150 equipped with the Tebejia electric drive system [3]. - The energy consumption of the 50 new energy trucks is approximately half that of traditional fuel trucks and at least 30% lower than that of natural gas trucks [3][5]. - The new energy trucks have shown excellent performance in various operational conditions, including acceleration, overtaking, heavy loads, and climbing [9][11]. Group 2: Market Position and Trust - The market share of new energy trucks equipped with the Tebejia electric drive system in Xinjiang has exceeded 30%, indicating strong market competitiveness [6][14]. - The company expresses great trust in Tebejia due to its market performance and the positive feedback from drivers regarding the trucks' power and reliability [6][14]. Group 3: Service and Support - Tebejia provides responsive service, including point-to-point support in the Xinjiang region, ensuring high quality control of electric motors and electronic controls [13]. - The after-sales team of Tebejia responds quickly to issues, tracks problems in real-time, and enhances driver training to reduce operational failures [13].

Core Insights - The article highlights the significant achievements in the construction of key laboratories in Liaocheng, emphasizing the "Three Strengths, Three Commons, and Four Transformations" strategy to enhance technological innovation and support industrial development [1] Group 1: Laboratory Development - Liaocheng has established 12 provincial key laboratories in various fields, including information technology and new materials, nearly doubling the number from the previous year [1] - The city ranks among the top in the Shandong province's "1313 laboratory system," showcasing its leadership in the western region of Shandong [1] Group 2: Innovation Strategy - The "Three Strengths" framework focuses on strengthening organization, policy, and assessment to solidify the foundation for laboratory construction [1] - The "Three Commons" approach aims to activate innovation through collaborative platform building, joint research, and talent cultivation [1] - The "Four Transformations" strategy seeks to enhance overall effectiveness by promoting the industrialization of research, resource aggregation, standardized management, and precise service for industries [1] Group 3: Research Outcomes - Over 60% of research results have been successfully transformed into practical applications, with the high-performance copper-based new materials laboratory generating over 300 million yuan in new enterprise output [1] - The new energy commercial vehicle laboratory's technology has contributed over 2 billion yuan in economic benefits to the industrial chain, attracting participation from over 30 universities and more than 300 high-end talents [1] Group 4: Laboratory Optimization - The city aims to construct a scientific, clear, and distinctive laboratory system within two years, maintaining around 200 laboratories [3] - The restructuring will enhance the alignment of research areas with 12 key industrial chains, significantly improving the ability to tackle critical technologies and produce influential original results [3] Group 5: Mechanisms for Innovation - The article outlines mechanisms for promoting the establishment of independent laboratories, encouraging high-level leaders to take charge, and ensuring that over 70% of laboratories involve enterprise participation [4] - It emphasizes the importance of open collaboration, attracting participation from universities and research institutions to enhance the laboratories' influence [4]