点击蓝字 关注我们 新能源商用车周报 (总第0130期 2025年11月第3周) 目录 CONTENTS 政策法规 市场洞察 企业监测 乘联分会&科瑞咨询联合发布 工信部：探索"人工智能+制造"，到 2027年建成200个左右高标准数字园区 内蒙古人民政府办公厅：到2027年新增 汽车(不含货车)中新能源汽车占比达到 35% 江苏省交通运输厅：推行道路普货运输教 . 育改正不罚 2025年1-10月新能源轻卡销售13.6万辆，同比增 长81.0% 远程新能源稳居第一，1-10月累计销售2.6万辆, . 同比增长48.2% 远程星智长期占据榜首，销售超2.5万辆，市场份 · 额占18.5% 四款热门新能源轻卡产品 . 福田汽车：发布全新一代微卡Wonder Plus 魏桥新能源商用车：发布第二代高端铝VAN车型V80, 轻量化再升级 奇瑞商用车:与轻舟智航达成战略合作,打造量产级 . L4物流产品 芯联集成：发布全新碳化硅G2.0技术平台 . 新能源和Al数据中心电源 政策法规 工信部：探索"人工智能+制造"，到2027年建成200个左右高标准数字园区 【科瑞咨询|KERUL CONSULTING KEI亚业和 ...

作为宁德时代旗下的创新孵化企业，时代新安立足宁德时代"全球零碳交通"战略，开展商用车电动化集成创新，业务涵 盖核心零部件研发、三电系统集成与智能底盘解决方案。今年1月，该公司落户江苏吴中区吴淞江科技产业园，项目总投 资50亿元，占地128亩，建成后将形成年产5万套动力域控制系统、10万套汽车底盘零部件等的产能，满产后预计年销售 收入达100亿元。 不只是零碳技术架构，时代新安针对国内新能源商用车市场对"高效率、低能耗、高可靠"运营车辆的迫切需求，推 出"1+3+1"架构的坤势底盘商用车生态解决方案，采用乾坤架构、天擎动力链、多源热泵智能温控等技术，为轻卡行业提 供长续航、长质保、快充电、强过载的电底盘产品。目前，该方案已在重庆、襄阳两地国家级试验场通过了多项专业性 能测试，陕汽、庆铃基于该方案打造的商用车产品已亮相公告，获国内外知名物流企业高度认可。 近年来，吴中区将"新能源+智能汽车"产业作为核心产业重点培育，产业规模向千亿级目标稳步迈进，区内汇川联合动力 商用车电控市场占有率居全国前列，朗高电机、凯博易控在新能源商用车电机、百吨级矿卡电驱动总成等领域突破"卡脖 子"技术，东山精密加速拓展汽车电子业务，产品 ...

Core Insights - The article emphasizes the rapid growth and opportunities in the new energy commercial vehicle market, particularly in the heavy-duty truck segment, driven by supportive government policies and increasing market demand [5][20][29]. Policy and Regulations - The National Energy Administration has released guidelines to promote the integrated development of distributed renewable energy, encouraging the construction of energy facilities in transportation hubs [7][10]. - The State Council has issued opinions to accelerate the cultivation and opening of new application scenarios, focusing on clean energy applications in various transportation sectors [11][12]. Market Insights - In the first ten months of 2025, sales of new energy heavy-duty trucks reached approximately 158,000 units, marking a year-on-year increase of 178.1% [17][20]. - XCMG regained the top position in sales, with over 25,000 units sold, reflecting a growth of 165% year-on-year [20][21]. - Deepway, a new player in the market, reported a 153% increase in sales and plans to list in Hong Kong [23][24]. Competitive Strategies - The article discusses the competitive landscape, highlighting the need for differentiated competition and the expansion of application scenarios to maintain market share [29]. - Companies are encouraged to innovate their business models and enhance service networks to improve customer experience and loyalty [29]. Company Developments - Dongfeng Motor launched a new brand and strategy for light commercial vehicles, aiming for over 60% penetration of new energy vehicles by 2030 [31][32]. - Foton Motors introduced a comprehensive product matrix aimed at global commercial vehicle markets, with a focus on new energy solutions [34]. - Zero One Automotive unveiled its electric heavy-duty truck, emphasizing its technological advantages and market positioning [36][37]. - Jianghuai Automobile released the new energy light truck Kunkun ET9, developed in collaboration with CATL, addressing performance challenges in the sector [38][39].

Core Viewpoint - The article emphasizes the unprecedented transformation and opportunities in the new energy commercial vehicle sector driven by rapid technological advancements and supportive policies aimed at achieving carbon neutrality [1][3]. Group 1: Market Dynamics - The new energy commercial vehicle market is accelerating significantly due to macroeconomic factors and dual carbon goals, with policies such as emission standard upgrades and fuel consumption limits being implemented [3]. - By 2025, the overall penetration rate of new energy commercial vehicles is expected to exceed 20% [3]. Group 2: Regional Advantages - Linyi, as the host city of the event, possesses unique advantages such as being the largest city in Shandong by area and population, a strong industrial base, and a developed logistics environment, making it a strategic location for the development of new energy commercial vehicles [4]. Group 3: Technological Innovation - Huawei Digital Energy is actively entering the new energy heavy truck market, leveraging green energy and technological innovation to support China's dual carbon goals [6]. - The launch of the Super Charging Alliance 2.0 aims to address the uneven distribution of charging facilities, with plans to cover over 200 cities and 50 highways by 2025 [7]. Group 4: Industry Collaboration - The Super Charging Alliance 2.0, involving key players like Huawei Digital Energy and Dongfeng Commercial Vehicle, aims to create high-quality charging solutions and establish a megawatt-level charging network [8][10]. - Huawei's collaboration with various enterprises has led to the development of a megawatt supercharging system that significantly enhances the operational efficiency of electric heavy trucks [8]. Group 5: Expert Insights - Industry experts discussed the future trends of digital energy and its role in shaping new competitive advantages for the industry during the conference [12]. - The conference featured presentations from various experts, highlighting the importance of electric heavy trucks in reducing carbon emissions and logistics costs [15]. Group 6: Strategic Initiatives - Huawei's initiatives include the establishment of high-quality power stations and digital energy benchmarks in Shandong, focusing on optimizing energy use and promoting low-carbon transitions in various sectors [17]. - The conference served as a platform for collaboration and innovation, aiming to contribute to the green and low-carbon transformation of the energy sector [19].

Core Viewpoint - The company, Beiqi Foton, is a leader in China's new energy vehicle industry, particularly in hydrogen commercial vehicles, contributing significantly to the country's dual carbon goals and global new energy transportation development [1][5][9] Group 1: Technological Innovation - Beiqi Foton has developed a comprehensive core technology system over 20 years, achieving significant milestones such as the first domestic hydrogen fuel bus and truck, and the world's first 49-ton liquid hydrogen heavy truck [2][3] - The company has launched over 3,600 hydrogen fuel vehicles, with a safe operational mileage exceeding 200 million kilometers, demonstrating the reliability and advancement of its technology [2] Group 2: Industry Ecosystem - Beiqi Foton adopts a "pure electric + hybrid + fuel cell" development path, creating an open and collaborative industry ecosystem that promotes the rapid transformation of technological innovations [4] - The company's hydrogen energy products have been applied in various scenarios, including major event support, urban distribution, regional logistics, and public transport, marking significant industry benchmarks [4] Group 3: Commitment to Carbon Neutrality - The company recognizes the importance of new energy commercial vehicles in achieving dual carbon goals and focuses on hydrogen as a strategic energy source, enhancing competitiveness in medium to long-distance and medium to heavy commercial vehicles [5] - Beiqi Foton's efforts in technology breakthroughs and large-scale applications in the new energy commercial vehicle sector contribute to optimizing the energy structure and reducing carbon emissions in the transportation field [5] Group 4: Talent Development - The company implements a "talent strong enterprise" strategy, continuously attracting top talent in emerging fields and fostering a robust talent foundation for the development of the new energy industry [6] - Initiatives like the "FF Plan" and "Huan★ Plan" aim to cultivate a well-rounded cadre of young leaders, with 23% of management being post-90s generation [6] Group 5: Industry Leadership and Standardization - Beiqi Foton plays a pivotal role in promoting the standardized development of the hydrogen energy industry, engaging industry experts to discuss current standards and future developments [7] - The company’s hydrogen energy sub-forum at the Beijing International Youth Innovation Development Forum serves as a platform for collaboration and consensus-building among industry stakeholders [7] Group 6: Future Outlook - Beiqi Foton's achievements in new energy development set a sustainable development benchmark for the industry, with a commitment to innovation-driven growth and ecological collaboration [8] - The company aims to continue leading the hydrogen energy industry, accelerating the commercialization of hydrogen commercial vehicles, and contributing to the dual carbon goals and green transportation systems [8][9]

Group 1 - The Ministry of Industry and Information Technology emphasizes accelerating the research and application of new intelligent terminals such as humanoid robots and brain-computer interfaces, promoting the deep integration of AI technology in manufacturing processes [1] - The Ministry plans to implement guidelines for the intelligent transformation of key manufacturing industries, focusing on the full-process intelligent upgrade of manufacturing [1] - The initiative includes accelerating the iteration and innovation of smart products and equipment, such as AI smartphones and AI computers [1] Group 2 - The Ministry of Finance has updated its website to include the Debt Management Department, which is responsible for formulating and executing domestic debt management policies for the government [2] - The department will oversee the issuance and repayment of government internal debts and manage external debts, enhancing monitoring and regulation to mitigate hidden debt risks [2] Group 3 - The Ministry of Industry and Information Technology is promoting high-quality development of water-saving equipment through a new implementation plan, which includes policies for large-scale equipment updates and trade-in programs for consumer goods [3] - The plan aims to support key industries in upgrading water-saving equipment and technology, leveraging green finance to encourage enterprises to procure such equipment [3] Group 4 - Microsoft CEO Satya Nadella highlights that the main challenge facing the AI industry is not an oversupply of computing power but rather a lack of sufficient electricity to support GPU operations [4] - The issue is related to the infrastructure needed to power these GPUs, indicating a potential bottleneck in the deployment of AI technologies [4] Group 5 - The Jiangsu Provincial Innovation Center for New Energy Commercial Vehicle Power and Control Systems has received expert approval for its construction plan, which will operate under a "company + alliance" model [5] - The center aims to foster innovation in the new energy commercial vehicle sector and is supported by a strategic alliance for technological innovation [5] Group 6 - The National Data Bureau is prioritizing support for private enterprises in the development of data standards, with a focus on encouraging innovation and core technology mastery among these companies [6] - Currently, enterprises account for 78% of all units involved in the formulation of national data standards, indicating a strong industry participation [6] Group 7 - A recent study from Kobe University reveals the mechanism of a potent "brake" molecule in cancer, which could lead to new therapeutic drug development [7] - The research focuses on the Ras-ERK signaling pathway, which is closely related to cancer cell proliferation, and the role of the DA-Raf molecule in inhibiting this pathway [7] Group 8 - China successfully launched the Remote Sensing Satellite No. 46, which will be used for disaster prevention, land resource investigation, and meteorological applications [8] - This launch marks the 605th flight of the Long March series of carrier rockets, showcasing China's advancements in satellite technology [8] Group 9 - Guangzhou Huitian Aerospace Technology Co., Ltd. has successfully trial-produced the first "land aircraft carrier" flying vehicle, marking the establishment of the world's first mass production line for flying cars [9] - This development aims to validate product performance and processes, laying the groundwork for mass production and delivery in the coming year [9] Group 10 - Samsung has paused its contract pricing for DDR5 DRAM, prompting SK Hynix and Micron to follow suit, which may lead to supply chain disruptions [10] - The delay in contract pricing has resulted in a 25% surge in the spot price of DDR5 within a week, indicating a significant market reaction [10]

Group 1 - The "Fat Cat Logistics 2025 Annual Partner Conference" was held with the theme "Linking the Future, Coexisting and Winning," focusing on digitalization and green transformation in the steel trade logistics industry [1] - Find Steel Group aims to enhance operational efficiency and reduce costs for steel trading enterprises through upgraded digital products and a comprehensive service platform [1][2] - The launch of the "Fat Cat Alliance" marks a significant milestone for Fat Cat Logistics in establishing standardized operating systems and supporting small logistics enterprises and individual operators [1][2] Group 2 - The Fat Cat Alliance has surpassed 100 members, covering over 50 cities nationwide, indicating strong collaboration among logistics partners [2] - Remote New Energy Commercial Vehicle Company is focusing on a "Methanol + Electric" new energy route, aiming to assist steel trade logistics companies in green transformation and cost reduction [2] - The Fat Cat Alliance integrates Find Steel Group's core digital service capabilities to create industry-level infrastructure, promoting real-time logistics information management and intelligent scheduling [2]

Core Insights - The article discusses the latest developments in the new energy commercial vehicle market, highlighting key trends, regulatory updates, and competitive dynamics among major players in the industry. Policy and Regulations - The Ministry of Transport is accelerating the application of artificial intelligence in the transportation sector, focusing on four key areas: strengthening technological research, deepening application scenarios, optimizing the industrial ecosystem, and enhancing digital intelligence levels [6][8]. - A new regulation on urban public transport service standards will be implemented on November 1, 2025, emphasizing the integration of bus and rail services for improved passenger convenience [11][12]. Market Insights - In the first nine months of 2025, SAIC-GM-Wuling led the new energy VAN market with sales of 45,000 units, a year-on-year increase of 27.8%, although its market share decreased by 0.9% [19][21]. - The competition in the new energy VAN market is intensifying, with the launch of new models and significant sales growth from competitors like the Farizon Star Enjoy V7E, which saw a remarkable year-on-year increase of 877.8% in September 2025 [21][29]. - The article notes that the Farizon Star Enjoy V6E has become a popular product in the market, with sales of 23,000 units in the first nine months of 2025, driven by its competitive pricing and performance [33]. Company Monitoring - Dongfeng Motor Corporation launched the Ruida V8E model, targeting multifunctional uses in urban logistics, with a promotional price of 86,800 yuan [35][40]. - BYD introduced the T35 pure electric mini truck, specifically designed for the Japanese market, showcasing the company's commitment to expanding its product offerings internationally [40].

Core Viewpoint - The Jiangsu Province Innovation Center for New Energy Commercial Vehicle Power and Control Systems has been approved, focusing on high-quality development in the new energy commercial vehicle industry [1] Group 1: Innovation Center Overview - The center is led by Xuzhou Xugong Automobile Manufacturing Co., Ltd. and operates under a "company + alliance" model [1] - It is supported by Jiangsu Guo Chuang New Energy Commercial Vehicle Innovation Technology Co., Ltd. and has established a strategic alliance for technological innovation in the new energy commercial vehicle sector [1] Group 2: Focus Areas and Objectives - The center will concentrate on core aspects of power and control systems for new energy commercial vehicles, addressing critical issues such as high-power electric drive systems, electronic control systems, thermal management systems, and intelligent drive-by-wire chassis [1] - The initiative aims to gather resources for research and development to tackle these pressing industry challenges [1]

Core Viewpoint - Linyi aims to transform into an international city by enhancing its trade and logistics capabilities, drawing comparisons to Yiwu, which has successfully established itself as a global small commodity hub [1][2][4]. Group 1: Economic Goals and Development Plans - By 2030, Linyi's market transaction volume is expected to exceed 1 trillion yuan, logistics volume to surpass 1.5 trillion yuan, and foreign trade import and export volume to reach 200 billion yuan [5][6]. - The Shandong provincial government emphasizes the need for Linyi to develop a robust commercial logistics system with strong radiation capabilities, aiming to establish it as an international commodity distribution center and logistics hub by 2035 [6][7]. Group 2: Current Market Position and Challenges - Linyi has the largest market cluster in the country, with 136 specialized wholesale markets covering over 600 million types of goods, achieving a market transaction volume of 660.48 billion yuan and a logistics volume of 1 trillion yuan last year [4][8]. - Despite progress, Linyi's foreign trade volume remains significantly lower than Yiwu, with Linyi's import and export total at 114.8 billion yuan, only one-fifth of Yiwu's [9][10]. Group 3: Strategic Initiatives and Innovations - Linyi is focusing on integrating internationalization and digitalization to enhance its market presence, with plans to develop overseas markets and logistics channels [11][12]. - The local government is prioritizing key industries and aims to strengthen its supply chain support, particularly in high-end stainless steel and advanced commercial vehicles [10][15]. Group 4: Regional Economic Significance - As a key player in Shandong's economy, Linyi is expected to contribute significantly to the province's GDP, which is projected to exceed 10 trillion yuan, making Shandong the third province in China to achieve this milestone [12][13]. - Linyi's development is crucial for the integration of the Lunan economic circle, with plans to elevate its economic capabilities and become a vibrant growth engine for the province [12][13].