点 击 蓝 字 关 注 我 们 本文全文共 4726 字，阅读全文约需 15 分钟 目录 国内新闻 1.广州发布智能网联新能源汽车三年计划 2.河南率先明确车贷利率上限 年化不得超过6% 3.吉利汽车获得ISO与PAS8800安全认证 4.业务独立 中国长安汽车集团更名为辰致汽车 5.阿里云推PAI-TurboX优化自动驾驶训练 6.特斯拉已开始从中国向印度运输首批车辆 7.哈啰宣布进军Robotaxi赛道 8.赣锋锂业在芜湖投资成立新能源科技公司 国外新闻 1.5月欧洲汽车销量同比微增1.3% 2.特斯拉在美国得州推出自动驾驶出租车 3.电气化车型5月在欧洲的销量继续攀升 4. 丰田汽车7月将在美国涨价 商用车 1. 重汽HOWO轻卡CNG产品首发盛典圆满举行 2. 福田卡文新能源获12亿增资 3. 苇渡科技Windrose获多家银行授信 国内新闻 1 广州发布智能网联新能源汽车三年计划 时间:2025.6.24 来源:第一电动网 近日，广州市人民政府办公厅印发《广州市推动智能网联新能源汽车产业发展三年行动计划》，旨在推 动汽车产业转型升级，目标到2027年培育2—3家新能源汽车年产量超50万辆的汽车企业， ...

Core Viewpoint - The article discusses the rapid advancement and application of autonomous driving technology in commercial vehicles, particularly in mining and port operations, highlighting the shift from traditional methods to intelligent, automated solutions that enhance efficiency and reduce costs [4][5][9]. Group 1: Autonomous Driving in Mining - The introduction of autonomous trucks in the Yimin open-pit coal mine has transformed traditional transportation methods, reducing the need for human drivers significantly [4][12]. - Autonomous mining trucks can operate without drivers, utilizing advanced technologies to navigate and perform tasks, which has led to a reduction in labor costs by 35% and a decrease in safety incidents [17]. - Companies like Taga Zhixing have pioneered the development of autonomous mining vehicles, achieving operational efficiencies that match or exceed human-driven vehicles [19]. Group 2: Autonomous Driving in Ports - The deployment of autonomous container trucks at ports, such as the Yangluo Port, is becoming a critical component of smart port construction, enhancing operational efficiency [7][26]. - These autonomous trucks are equipped with multiple sensors and utilize 5G technology for real-time communication, allowing for precise navigation and task execution [8][32]. - The successful implementation of autonomous vehicles in ports is expected to lead to a nationwide rollout, with plans to replicate the model across 50 ports in the next three years [32]. Group 3: Technological Innovations - Companies are developing customized technologies, such as "balanced compaction," to enhance the operational efficiency of autonomous vehicles in challenging environments like mining [14]. - The integration of AI and advanced sensor technologies enables autonomous vehicles to make real-time decisions, improving safety and operational efficiency [30][34]. - The use of electric and hybrid models in commercial vehicles is on the rise, aligning with the trend towards sustainable energy solutions in the industry [15]. Group 4: Market Trends and Future Outlook - The market for autonomous commercial vehicles is expected to grow significantly, with projections indicating a penetration rate of 10% in mining by 2026-2027 [43]. - The article emphasizes the importance of regulatory support and technological advancements in facilitating the widespread adoption of autonomous driving in both closed and open environments [46][50]. - The future of commercial vehicle automation is promising, with expectations for large-scale commercial applications that will transform transportation and logistics [50].

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0108期 2025年6月第3周) ▌自录 CONTENTS 僵）行业数据 · 市场：市场：新能源轻卡保持大幅上升 供应链 政策法规 倍耐力：倍耐力推出新型传感器轮胎：可实时监测路况，辅助提 醒路政部门修路 众钠能源：东软睿驰携手宁德时代子公司时代智能，推动智能滑 板底盘域控平台高效落地 · 工业和信息化部发布关于制造业计量创新发展的意见 文件明确,将制造业计量与工业绿色低碳安全同步推进,全面 推广低能耗、低排放的计量器具和标准物质，广泛推行电子证 书，促进绿色低碳转型。引导仪器仪表企业建设绿色生产线, 开展能源和污染物全过程动态监测、精准控制和优化管理，提 升资源利用水平。研究碳计量技术,探索"可测量、可报告、 可核查"的碳计量体系，为国家碳排放统计核算体系的建立和 完善提供支撑。 娄底市人大常委会发布《娄底市电动汽车充电设施管理规定》 . 文件指出，本市行政区域内电动汽车充电设施（以下简称充电 设施）的规划建设、运营服务等相关管理活动适用本规定。供 电企业应当加强充电设施配套电网建设与改造，满足充电设施 电力需求，为充电设施接入电网提 ...

证券研究报告 | 行业专题 | 商用车 商用车 报告日期：2025 年 06 月 23 日 重卡：5 月销量同比连增环比小降，政策逐步落地促使行业回温 ——行业月报（2025 年 5 月） 投资要点 ❑ 投资建议： "以旧换新"政策已进入实质性落地阶段，对重卡市场构成明确支撑，成为全年 最具确定性的利好因素之一。自 2025 年 1 月 8 日，国家发改委、财政部联合发布 《关于 2025 年加力扩围实施大规模设备更新和消费品以旧换新政策的通知》，截 止至 2025 年 5 月底，全国已有超半数省市自治区完成地方细则制定与发布，多地 设置专项补贴资金池，结合地方财政能力给予额外补贴。2025 年下半年将进入国 四淘汰加速期，政策带动效应将进一步放大，按照我们此前发布行业报告的比例 测算，预计全年将有 40–50 万辆国四及以下重卡具备替换条件。从 2025 下半年 开始，随着政策逐渐落地，老旧车置换需求开始释放，用户意愿提高，预计下半 年重卡市场仍将保持批发销量和终端销量的连续双增长。天然气重卡销量有望在 下半年回温。同时，在以旧换新、城市运营、电动化替代等政策强推下，新能源 重卡月度销量在下半年有望再攀新高 ...

2025年6月21日，随着首台全新远程星享V7E缓缓驶下生产线，远程新能源商用车正式迎来 第40万台整车下线的历史性时刻。不仅标志着远程在新能源商用车领域的规模化发展迈入新 阶段，更以技术创新、市场领先和战略前瞻，全方位展现了远程新能源商用车的硬核实力与行 业引领者地位。 能拉能跑更能赚 硬核实力助力增效增收 颠覆新生中国VAN越级标准打造全球标杆 秉持正向研发理念与用户思维，远程中国VAN冠军家族以场景造车模式，持续打造可持续、高 价值产品，稳坐中国新能源VAN车市场引领者地位。凭借出色的产品力与卓越的全球市场表 现，成为"中国智造"向全球输出技术标准、产品价值与服务理念的标杆名片，某种意义上，远 程VAN就是"中国VAN"。 作为远程新能源商用车基于"第三代城市新能源轻型车平台"打造的战略车型，全新星享V7E深 度契合国内城配物流全场景需求，以越级标准重塑行业产品体验，树立全球新能源商用车技术 标杆。全新远程星享V7E传承远程中国VAN家族设计语言，在保障功能性与空间利用率的基础 上，融入现代美学元素，尽显中国智造魅力。 ● 东风前5月跃升中重卡国内第一！以创新构建差异化竞争力 | 头条 ● 从2元店起家 ...

未经许可，不得转载或者引用。 投资要点 本周复盘总结：六月第二周交强险45.1万辆，环比上周/上月周度+27%/+18.2% 本周细分板块涨跌幅排序:SW商用载客车(-1.3%) > SW乘用车(-2.1%) >SW汽车（-2.6%）>SW 汽车零部件(-2.6%) > SＷ商用载货车(-3.0%) >SW摩托车及其他(-4.2%) 。本周已覆盖标的中国 重汽、瑞鹄模具、立讯精密、威迈斯、雅迪控股涨幅前五。 本周团队研究成果： 外发客车6月月报。 本周行业核心变化： 1） 理想i6、方程豹钛7、领克10 EMP（Z10插混版）登录工信部公告； 2） 拓普集团将宁波前 湾内饰功能件和热管理项目延期，部分定增资金转投"泰国年产130万套热管理系统项目"，前 者项目投产时间延期至2026年7月； 3） 飞龙股份获得中国台湾某全球知名电力电子与能源管 理解决方案提供商和金運科技的大功率数据中心专用电子水泵小量订单。 板块观点重申：继续坚定看好汽车！红利/智能化/机器人三条主线！ 本周市场对汽车核心关注？ 本周汽车A-H表现依然总体一般，各个细分板块有不同幅度的回调，其中客车板块相对收益最 佳。本周国家相关部门明确表示 ...

Group 1 - Company Zhongwei Financial (00245) announced plans to acquire approximately 23.87% and 19.33% of the issued A shares of Wisdom Moon (BVI) Limited for a total consideration of HKD 514.1 million [1] - After the completion of the acquisition, the company will indirectly hold approximately 52.44% of the issued A shares of the target company, but will not have control or significant influence over it due to the lack of voting rights for A share holders [1] - The target company is an investment holding company primarily investing in Wisdom Group Holdings Limited, which holds about 43.28% of the voting ordinary shares of Wisdom Group Holdings [2] Group 2 - The commercial vehicle industry is undergoing a transformation towards clean energy, with significant potential in the growing market for battery electric vehicles and fuel cell electric vehicles [2] - Hydrogen is becoming increasingly important for medium and heavy commercial vehicles, and the adoption of fuel cell electric vehicles is expected to accelerate significantly [2] - The target company, along with its subsidiary, is expanding its global market share in the zero-emission commercial vehicle sector, achieving milestones such as introducing the world's first hydrogen three-axle double-decker bus in Hong Kong and exporting the first hydrogen fuel heavy truck to Australia [2]

Group 1 - Zhongwei Financial (00245.HK) announced the acquisition of shares in Wisdom Moon (BVI) Limited, which represents approximately 23.87% and 19.33% of the target company's issued A shares, for a total consideration of HKD 514.1 million [1] - After the completion of the agreements, Zhongwei Financial will indirectly own approximately 52.44% of the issued A shares of the target company [1] Group 2 - The target company, Wisdom Moon (BVI) Limited, is an investment holding company that primarily invests in Wisdom Group Holdings Limited, which holds approximately 43.28% of its issued share capital [2] - Wisdom Group Holdings has issued voting ordinary shares and voting preferred shares, representing approximately 75.38% and 24.62% of its total issued share capital, respectively [2] Group 3 - Wisdom Group Holdings is engaged in the design and manufacturing of new energy commercial vehicles, including battery electric vehicles, fuel cell vehicles, and hybrid vehicles [3] - The group has developed various new energy vehicle products, including city buses, luxury tourist buses, logistics vehicles, heavy trucks, and other commercial vehicles, which have received certifications from multiple developed countries and regions [3] - Ballard Power Systems Inc. is a shareholder of Wisdom Group Holdings, focusing on the design, development, manufacturing, and sales of proton exchange membrane (PEM) fuel cell products for heavy-duty applications [3]

携手深耕，共建高效运输生态 交车合影留念 东风商用车&BSWL交车现场 在成渝地区双城经济圈加快建设的背景下，东风商用车持续深耕区域市场。6月20日，东风 商用车与BSWL在成都举行交车仪式，首批40台搭载龙擎3.0一体化智慧动力链的燃气危化 牵引车成功交付。这是龙擎3.0一体化智慧动力链产品首次进入BSWL运营体系，标志着双 方合作迈入新阶段，也意味着东风商用车在成渝地区危化运输领域实现重要突破，更体现了 东风商用车紧扣区域重点客户、重点运输场景精准发力的务实行动。BSWL相关领导，东风 商用车有限公司总经理刘利成，东风商用车技术中心党委书记熊博，东风商用车办公室主任 杨波，东风汽车贸易有限公司总经理刘力，东风商用车有限公司营销事业部副总经理薛林艺 共同出席仪式现场。 作为国内快运与危化品运输行业的头部企业之一，BSWL业务覆盖快运、危化、重货、新能 源等多个板块，运营车辆超1500台，具备广泛的运输网络与成熟的业务体系。面对不断变 化的行业趋势，BSWL始终重视运输装备的升级与服务效率的提升，近两年持续加大车辆采 购与品牌合作投入。 2023至2024年间，BSWL累计采购东风商用车产品超百台，双方合作基 ...

Group 1 - The core viewpoint of the article highlights a significant decrease in domestic financing events, with a total of 77 events reported this week, down by 43 from the previous week, and a total financing scale of 5.584 billion RMB [5] - The average financing amount per event is 169 million RMB, indicating a trend towards larger individual financing rounds despite the overall decrease in the number of events [5] - The most active sectors in terms of financing events are intelligent manufacturing, artificial intelligence, and healthcare, with 19, 14, and 9 events respectively [7] Group 2 - In the artificial intelligence sector, the total financing scale reached approximately 1.68 billion RMB, with the AI diagnostic service provider "United Imaging Intelligence" completing a 1 billion RMB Series A financing round [7][9] - The automotive sector also saw significant activity, with a total disclosed financing amount of 1.509 billion RMB, including a 1.208773 billion RMB Series A financing round for "Kavon Automotive," a company focused on new energy commercial vehicles [9] - The geographical distribution of financing events shows a concentration in Jiangsu, Guangdong, and Beijing, with Jiangsu reporting 19 events, Guangdong 16, and Beijing 11 [13][16] Group 3 - The stage distribution of the financing events indicates that 54 events were early-stage, 21 were growth-stage, and only 2 were late-stage, reflecting a strong interest in early-stage investments [17] - The article also notes that there were 12 completed M&A events this week, with a notable acquisition by Jiangsu Suhao Holding Group, which acquired 24.5% of the tire manufacturer General Shares for 2.118 billion RMB [33][35] - The active investment institutions this week included Yida Capital and Guanggu Industry Investment, each participating in multiple investment events [29]