在时代变革的浪潮下，东风商用车厚积薄发，于今年1-5月成功助力东风中重卡跃升国内终端 市场第一。 当前，国内中重卡市场需求依旧疲软，车多货少、运价低迷仍然是行业"痛点"。虽然面临诸多 挑战，但今年以来，东风商用车迎难而上，实现强势"破局"——2025年5月，东风汽车中重 卡国内终端市占率再增长，达到22.97%，行业第一；1-5月，东风汽车中重卡国内终端市占 率达22.70%，同样是行业第一，展现出强大的韧性（数据来源：2025年中重卡保险数 据）。 创新+产品力，差异化优势助力东风跃升行业第一 "客户需要什么，我们就造什么！" 近日，在以"擎东风·话'媒'好"为主题的媒体沟通会上，东风商用车以自信的姿态，接受了行 业媒体的采访。据东风商用车营销事业部党委书记蔡伦新介绍，基于对运营场景的"把脉"，东 风商用车从去年开始便精心打造2025年全系新品，开发了6大平台，涵盖牵引、载货、工程、 专用4大品系，覆盖29个细分行业和107个场景的全系列247款新车型，力求为客户带来更加 高效、经济、可靠、舒适的使用体验，为今年1-5月中重卡国内市占率跃升行业第一打下坚实 基础。 同时，针对新能源市场，东风商用车围绕"整车 ...

Core Viewpoint - The natural gas heavy truck market in China has experienced a significant decline in sales, with a year-on-year decrease of 34% in May 2025, marking the third consecutive month of decline, indicating a challenging market environment for the industry [2][6][10]. Sales Performance - In March and April 2025, the natural gas heavy truck market saw year-on-year declines of 26% and 35%, respectively, leading to a total sales volume of 14,000 units in May, which is a 34% decrease compared to the same month last year [2][6][10]. - The overall heavy truck market sold 63,100 units in May, showing an 18% year-on-year increase, while the natural gas heavy truck segment lagged behind, capturing only 22.10% of the market share in May, down from 24.86% in April [10][24]. Market Trends - The first five months of 2025 saw a cumulative sales volume of 78,000 units for natural gas heavy trucks, reflecting a 16% year-on-year decline, with a notable decrease of 14,600 units compared to the same period last year [29][33]. - The market share of natural gas heavy trucks has decreased from 36.47% in the same period last year to 27.33% in 2025 [10][33]. Regional Analysis - Sales distribution across regions remains uneven, with Hebei, Shanxi, Henan, Shandong, and Xinjiang accounting for a significant portion of the sales, with Hebei alone contributing nearly 15% [16][18]. - Some regions, such as Xinjiang, Sichuan, Inner Mongolia, Gansu, Chongqing, Jilin, and Beijing, have shown growth in sales during the first five months of 2025, while major provinces like Hebei and Shanxi have experienced declines [18]. Company Performance - In May 2025, the top-selling companies in the natural gas heavy truck market included FAW Jiefang, Dongfeng, and China National Heavy Duty Truck, with sales of 3,382, 2,966, and 2,963 units, respectively [20][22]. - Among the top ten companies, five experienced sales growth, while eight saw declines, with the most significant drop being 86% for one company [24][27]. Price Influence - Natural gas prices have remained relatively stable, averaging around 4,400 yuan/ton in January and February, rising to nearly 4,600 yuan/ton in March and April, before decreasing to approximately 4,500 yuan/ton in May [13][14]. - The narrowing price gap between natural gas and diesel, with diesel prices dropping below 6.5 yuan/L in many northern regions, has diminished the competitive advantage of natural gas heavy trucks [14].

点 击 蓝 字 关 注 我 们 本文全文共 4116 字，阅读全文约需 14 分钟 目录 国内新闻 1.三部门召开加强新能源汽车安全管理工作视频会 2.工信部发布新一批新能源车免税名单 3.广西:6月20日之后 暂停消费品以旧换新补贴 4.到2030年将新增超8000万辆网联汽车 5.昊铂HL增程版8月交付 智能座舱获A+认证 3.越南电动车商VinFast将在美国加州设经销店 4.德州仪器计划在美国投资600亿美元 商用车 1. 徐工2.0汉界轻卡昆明上市 2. 法士特加速进军海外高端市场 6.腾势品牌将于三季度进入澳大利亚 7.深蓝汽车登陆亚美尼亚 S07同步开启交付 8.搭载雷神AI电混2.0 吉利银河A7正式亮相 国外新闻 1.梅赛德斯-奔驰将延长内燃机战略 2.日产确认2028年推首款固态电池车型 3. 宇通客车品牌价值突破千亿 4. 远程醇氢生态产业与专用车绿色创新发展大会圆满举办 国内新闻 1 三部门召开加强新能源汽车安全管理工作视频会 时间:2025.6.20 来源: 财联社 6月19日，工业和信息化部装备工业一司、国家市场监督管理总局质量发展局、国家消防救援局消防监督 司联合召开加强新能源汽 ...

Core Viewpoint - Dongfeng Commercial Vehicle is navigating a challenging domestic commercial vehicle market characterized by weak demand and intense competition, while simultaneously achieving significant growth and market share increases through innovation and strategic initiatives [4][12][20]. Industry Overview - The domestic commercial vehicle market is experiencing a downturn, with excess freight capacity and a significant increase in truck idle rates, exceeding 35% in some regions [4]. - The competition within the industry has intensified, leading to price wars that compress profit margins and threaten the survival of smaller manufacturers [4]. Company Performance - Dongfeng Commercial Vehicle is projected to sell approximately 53,000 units in the first half of the year, achieving a market share of 13.8%, an increase of 1.1 percentage points compared to 2024 [12]. - The company has seen substantial growth in specific segments, such as a 216% increase in new energy vehicle sales and a 49% market share in the specialized hazardous goods segment [12]. Product and Technology Innovation - Dongfeng has introduced several advanced products, including the Dragon Power 3.0 integrated power chain and various models in electric, hydrogen, and hybrid categories, addressing customer needs and enhancing competitiveness [9][15]. - The Dragon DGi520 gas vehicle has achieved sales of over 4,000 units within six months of its launch, highlighting its economic and reliability advantages [13]. Strategic Initiatives - The company is focusing on six strategic areas for future growth, including product innovation, market insight, customer experience enhancement, brand promotion, and the development of a new energy ecosystem [16][17][18]. - Dongfeng aims to develop a comprehensive product lineup by 2025, covering various energy sources and addressing 107 specific operational scenarios [16]. Brand Development - Dongfeng Commercial Vehicle is committed to building a globally recognized brand, emphasizing reliability and continuous innovation across products, services, and business models [11][20]. - The company is enhancing its marketing strategies through digital channels and targeted promotions to increase brand visibility and customer engagement [18].

目前，我国商用车新能源渗透率已超10%，迈入发展快车道。同城货运规模也在持续增长，整 个物流行业向绿色化、合规化发展。作为城配物流的领军企业之一，上汽跃进通过不断创新技 术打磨产品，带动司机创富。 6月13日，苏州恒灵新店开业仪式暨上汽跃进超越 H500大咖与大拿T1天行版双车上市活动， 在江苏省苏州市举行。发布会上，上汽跃进以"双子星"产品阵容——H500大咖和大拿T1天行 版登陆苏州。来自上汽跃进、主流媒体、经销商和用户的百余名资深业内人士在此谋行业绿色 发展，共商创富之道。 发力苏州市场 打造行业领军产品 2025年，上汽跃进在传统能源与新能源市场双线告捷：最新上市的超越H500 大咖凭借上汽 πPlus高效动力系统，以170马力、500牛米的强劲表现，成为城配重载运输的效率担当；在 竞争激烈的新能源商用车赛道中逆势上扬，实现销量、排名、市占率三项突破，行业排名跃升 第三。 苏州作为江苏长期霸占GDP榜首的城市，是长三角经济的核心城市之一，不但拥有雄厚的经济 实力，物流体系及汽车产业生态也非常庞大，新能源商用车具有十足的市场基础和潜力。此次 活动选择在苏州举办，为上汽跃进持续引领江苏并开拓东部战区市场意 ...

6月18日，福田奥铃在广东正式发布奥铃新能源新品矩阵，并同步启动全国首家新能源生态 港。此次活动聚焦物流用户长期面临的购车流程复杂、续航焦虑与维保响应慢等核心痛点，奥 铃创新推出"车+桩+光+储+荷+智"闭环生态体系，并发布精准覆盖从城际到末端物流全场景 的新能源产品，实现了产品方案与服务生态的深度协同。 新品矩阵+生态港双擎破局：定义新能源轻卡新标杆 活动伊始，北汽福田业务副总裁、奥铃事业部党委书记、总裁江健在致辞中指出，福田奥铃新 能源产品取得爆发式增长的背后，是其在三电技术、场景化设计及用户价值上的持续突破。此 次发布的奥铃智蓝新能源新品矩阵，正是技术实力与创新能力的集中体现，新品深度融合了智 能化、网联化技术，致力于为用户提供更高效、智能、环保的物流解决方案，助力用户降本增 效，在激烈的市场竞争中脱颖而出。 面对物流产业低碳运营与价值跃升的时代命题，他强调，奥铃将以生态港启动为新起点，携手 合作伙伴推进全链资源协同，系统性优化用户运营价值，推动新能源轻卡从运输工具升级为可 持续的利润增长引擎。 长严志文等领导的共同启动下，奥铃智蓝全系新能源产品矩阵正式发布。该矩阵覆盖多档电 量，精准匹配从末端配送、城 ...

Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have reached record highs, with significant year-on-year growth and a consistent trend of doubling sales for 17 consecutive months [1][3][33]. Sales Performance - In April 2025, new energy heavy truck sales hit a historical high of 15,800 units, with charging heavy trucks contributing 10,800 units [1]. - In May 2025, sales remained above 15,000 units, with charging heavy trucks continuing to exceed 10,000 units [3]. - May 2025 saw a total of 15,100 new energy heavy trucks sold, a year-on-year increase of 190% [3]. - Charging heavy trucks accounted for 98.99% of total sales in May 2025, with 10,100 units sold, marking a year-on-year growth of 264% [4][6]. Market Trends - Charging heavy trucks have consistently outperformed the overall new energy heavy truck market, achieving a 264% year-on-year growth in May 2025, compared to the overall market's growth [4][33]. - The market share of charging heavy trucks in the pure electric heavy truck segment has remained above 60% since June 2024, reaching 67.85% in May 2025 [6][10]. Segment Analysis - From January to May 2025, charging heavy truck sales totaled 40,400 units, a 250% increase year-on-year [18]. - The main types of charging heavy trucks sold include tractors (27,100 units), dump trucks (5,505 units), and concrete mixers (5,402 units), with tractors making up 67.17% of total sales [10][25]. - The sales of charging tractors increased by 405% year-on-year, significantly outpacing the overall market growth [25]. Company Performance - In May 2025, SANY led the market with 2,245 units sold, followed by XCMG, FAW Jiefang, and Shaanxi Automobile with 1,841, 1,375, and 1,101 units sold respectively [14][16]. - Among the top 12 companies, 11 achieved year-on-year sales growth, with several companies experiencing growth rates exceeding 300% [16][22]. - The market share of SANY reached 22.99%, while FAW Jiefang saw a significant increase of 7.80 percentage points compared to the previous year [22]. Geographic Distribution - Charging heavy trucks have been registered in all 31 provinces (municipalities and regions) in mainland China, with 295 cities having registered charging heavy trucks by May 2025 [10]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen substantial registration numbers, with over 600 units in each [10]. Conclusion - The remarkable growth in charging heavy truck sales and the consistent outperformance against the broader market indicate a strong upward trend in the new energy heavy truck sector, raising questions about the sustainability of this growth [33].

"要选一款马力足、实用性强、颜值又高的车型，我认为，福田欧马可X轻卡再合适不过了。" 近日，第一商用车网在山东德州走访用户时，采访到这位福田欧马可X轻卡的车主刘师傅。从 事轮胎销售工作的他，为何直言欧马可X实力不俗、值得信赖？通过接下来的采访小编找到了 答案。 高颜值更安全 刘师傅从事货车轮胎销售业务已有八年，从最初单一的批发业务，到如今的免费上门送货服 务，足以看出行业内卷之下，小微企业不得不以提升服务品质来吸引更多客户。在综合考虑实 际配送场景后，刘师傅这次换车便把目光瞄准了具备综合实力的高端轻卡品牌。 "现在货运环境低迷，大型物流公司在购买轮胎时，也都是根据轮胎品牌的活动力度酌情购 买，单次购置基本在20条左右，重量基本不超过2吨。况且物流公司或物流园区多数道路狭 窄，路况复杂。综合通过性来看，轻卡的优势更明显。"刘师傅说。 基于轮胎运输的基本需求，刘师傅便做好了选车的打算，平日里他的出勤率并不高，每天行驶 里程在100公里左右。在经过综合对比了各大品牌车型后，他最终选择了福田欧马可X轻卡。 在刘师傅心目中，福田欧马可X是他从诸多同类车型中的"优中选优"。就拿颜值来说，欧马可 X车身都采用了金属漆面，看 ...

44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444 44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444 44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444 44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444 国四补贴为重卡注入明确增量，乘用车及两 轮车加码成长斜率 ——鸿泉物联（688288.SH）公司深度报告 2025 年 6 月 18 日 庞倩倩 计算机行业首席分析师 执业编号：S1500522110006 邮 箱：pangqianqian@cindasc.com 请阅读最后一页 ...

Coretura将总部设于瑞典哥德堡,已于2025年6月初开始运营,来自沃尔沃集团的 Johan Lundén出任首席执行官。Coretura采用与客户合作共同开发的方式,计划在 本十年末推出首批车载产品。同时Coretura支持开放合作,诚邀志同道合的新老供应 商和合作伙伴共塑行业的未来。 鼓姆勒卡车和沃尔沃集团在合资公司以外仍保持竞争关系,并将各自继续提供差异化的产品和服务, 关于戴姆勒卡车 戴姆勒卡车控股公司(戴姆勒卡车)是全球领先的商 用车企业之一,在全球范围内拥有40多个主要分支机 构和10万多名员工。 1896年，戴姆勒卡车的创始人 发明了卡车,拉开了现代交通运输业的帷幕。时至今 日, 戴姆勒卡车的初心始终如一: For all who keep Coretura将总部设于瑞典哥德堡，已于2025年6月初开始运营，来自沃尔沃集团的Johan Lundén出任首席执行官。Coretura采用与客 户合作共同开发的方式，计划在本十年末推出首批车载产品。 开启商用车的数字化未来 Coretura的使命是构建一个标准化且开放的软件定义车辆平台和专用于商用车的操作 系统。其业务还包括规范设计和批量采购用于商 ...