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 ...

Core Viewpoint - The article highlights the significant growth and market leadership of Foton's heavy-duty trucks, particularly the Ouman brand, which achieved over 55,000 units sold in the first five months of the year, representing a 68% year-on-year increase, far exceeding the industry average [1][9]. Group 1: Market Performance - Foton's heavy-duty trucks have maintained a leading market position with a substantial increase in sales, indicating strong demand and competitive advantage [1][9]. - The overall commercial vehicle market is transitioning from rapid growth to a more rational phase, focusing on genuine user needs as the logistics industry accelerates towards green and intelligent upgrades [3]. Group 2: Product Innovation - Ouman heavy-duty trucks have introduced the "Galaxy Smart Architecture," which emphasizes a user-driven development approach, providing comprehensive solutions across various operational scenarios such as express delivery, cold chain, and municipal services [5]. - The product line features over 50 industry-first technologies, setting a global benchmark in innovation, including ergonomic seating and the industry's widest sleeping area [5][6]. Group 3: Customer-Centric Approach - Ouman's strategy is centered around customer needs, with a commitment to delivering high-quality vehicles that enhance user experience and operational efficiency [11][12]. - Feedback from users indicates significant cost savings and improved comfort, reinforcing the brand's reputation as a reliable partner in logistics [11]. Group 4: Future Outlook - The company aims to continue leading the heavy-duty truck industry by leveraging innovative technology and a customer-focused approach, ensuring that products are defined by user scenarios [12].

据了解，为反映沪深300指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将沪深300 指数300只样本按行业分类标准分为11个一级行业、35个二级行业、90余个三级行业及200余个四级行 业。沪深300行业指数系列分别以进入各一级、二级、三级、四级行业的全部证券作为样本编制指数， 形成沪深300行业指数。该指数以2004年12月31日为基日，以1000.0点为基点。 金融界6月17日消息，上证指数低开震荡，沪深300机械制造指数 (300机械，L11613)报5700.09点。 数据统计显示，沪深300机械制造指数近一个月下跌3.85%，近三个月下跌9.77%，年至今下跌0.92%。 从沪深300机械制造指数持仓的市场板块来看，上海证券交易所占比58.32%、深圳证券交易所占比 41.68%。 从沪深300机械制造指数持仓样本的行业来看，工程机械占比27.78%、船舶及其他航运设备占比 19.65%、商用车占比16.59%、电动机与工控自动化占比16.04%、城轨铁路占比15.09%、气液机械占比 4.86%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五 ...

Core Viewpoint - The light truck market in China is experiencing growth, with the "Light Truck First Influence Index" showing a 21.4% increase month-on-month in May 2025, although it has decreased by 7.8% year-on-year compared to May 2024 [2][18]. Group 1: Market Performance - In May 2025, the total score of the "Light Truck First Influence Index" for nine major light truck companies reached 1726 points, up from 1422 points in April 2025 [2]. - The rankings for the light truck brands are as follows: Jianghuai 1 Card (388 points), Jiefang Light Truck (262 points), Dongfeng Light Truck (238 points), China National Heavy Duty Truck HOWO Light Truck (233 points), Foton Aoling (164 points), Qingling Light Truck (129 points), Jiangling Light Truck (124 points), YuTong Light Truck (69 points) [3][20]. Group 2: New Product Launches - In May, several new products were launched in the light truck market, with significant orders being delivered, including a batch of 100 Jianghuai 1 Card Shailing Q6 Champion Edition trucks to a logistics company in Yunnan [5][8]. - China National Heavy Duty Truck HOWO Light Truck launched the 2025 model "Hanjiang" in Guangzhou, which features 108 upgrades and received 118 orders at its debut [12]. - Qingling introduced two new models, the intelligent heavy truck Lingjie and the efficient pure electric light truck Lingkun, showcasing significant advancements in design and technology [14][15]. Group 3: Brand Strategies and Promotions - Jianghuai is actively promoting its products with a focus on fuel efficiency and low operational costs, offering services such as rapid rescue and real-time vehicle monitoring [9]. - Jiefang Light Truck has launched a customer rights initiative, focusing on enhancing customer experience and operational efficiency through various support systems [22]. - Dongfeng Light Truck has initiated promotional activities to attract customers, including a group purchase event with various incentives [22]. Group 4: Industry Trends - The light truck market is witnessing a trend towards new energy vehicles and technological upgrades, with companies focusing on improving fuel efficiency and reducing emissions [29]. - The competitive landscape is shifting, with Jianghuai maintaining its lead, while Jiefang and Dongfeng are also strengthening their positions in the market [18][24].

6月16日，包头市公交运输集团有限责任公司11米级纯电动城市客车（公路版公交车辆）采购 中标结果公示。公示显示，中车时代电动汽车股份有限公司在本次招标激烈竞争中脱颖而出， 成功拿下订单，中标价格为1519.6万元。 包头市公交运输集团有限责任公司11米级纯电动城市客车（公路 版公交车辆) 采购中标结果公示 招标项目编号 (CG2025-063) 1: /; 2：公告发布媒介：中国招标投标公共服务平台(http://www.cebpubservice.com/)，内蒙古招投标公共服务平台 (https://www.nmgztb.com.cn/); 三、监督部门 本项目监督部门为包头市公交运输集团有限责任公司。 一、中标人信息 标段包1包头市公交运输集团有限责任公司11米级纯电动城市客车（公路版公交车辆）采购: 中标人：中车时代电动汽车股份有限公司，中标价格：1519.6万元 二、其他 四、联系人 招标人:包头市公交运输集团有限责任公司 地址：包头市稀土高新技术产业开发区稀土路16号 联系人:高全强 电话:5906530 邮件:3250869550@qq.com 招标代理机构:中智卓越项目管理有限公司 地址:包头 ...

Group 1: Commercial Vehicle Market Overview - In May, production and sales of commercial vehicles showed a decline compared to the previous month, with buses and trucks experiencing different levels of decrease [1] - The total production and sales of commercial vehicles in May reached 336,000 units and 335,000 units, respectively, representing a month-on-month decrease of 7.4% and 8.8% [1] - Year-on-year, bus production and sales increased, while truck production grew but sales declined [1] Group 2: Bus Segment Analysis - In May, bus production and sales were 44,000 units and 43,000 units, respectively, with month-on-month declines of 3.8% and 3.2% [3] - Among bus types, medium buses saw varying degrees of growth, while other categories experienced declines compared to the previous month [3] - Year-to-date, bus production and sales from January to May reached 212,000 units, reflecting year-on-year growth of 5.4% and 5.7% [3] Group 3: Truck Segment Analysis - From January to May, truck production and sales totaled 1.534 million units and 1.54 million units, with year-on-year increases of 4% and 0.6% [4] - In May, truck production and sales were both 292,000 units, with month-on-month declines of 7.9% and 9.6% [5] - Year-on-year, heavy and light truck production and sales showed growth, while medium and micro trucks experienced declines [5]

Group 1 - The 2025 China Langfang International Economic and Trade Fair (Langfang Economic Fair) opened on June 16, attracting over 550 enterprises from nearly 30 countries and regions [1] - The fair is the only professional exhibition in China focused on modern commercial logistics, with its origins dating back to 1984 [3] - The event aims to expand investment cooperation, promote trade transactions, boost consumption, and drive high-quality development in modern commercial logistics [3] Group 2 - During the fair, several key reports were released, including the "China Commercial Logistics Development Report" and the "China Cross-Border E-Commerce Annual Development Report" [3] - The fair features a 60,000 square meter exhibition area with four main sections: integrated import and export goods exhibition, smart logistics technology and equipment exhibition, new energy vehicle exhibition, and a multi-format consumer market [3] - Nearly 8,000 buyers were invited to participate, aiming to enhance consumption and facilitate production and sales connections [3] Group 3 - Chery Commercial Vehicle (Bozhou) Co., Ltd. showcased a newly launched box truck aimed at solving the "last mile" delivery issue during the fair [5] - YTO Express, one of the first domestic express companies to enter the international market, is looking to expand its overseas business through the platform provided by the fair [5]

证券研究报告 汽车周观点： 6月第1周乘用车环比-22.6%，继续看好汽车板块 证券分析师 ：黄细里 执业证书编号：S0600520010001 联系邮箱：huangxl@dwzq.com.cn 2025年6月16日 请务必阅读正文之后的免责声明部分 核心结论 注：若无特殊说明，"本周"均代表2025.6.9-2025.6.15 2 ➢本周复盘总结：六月第一周交强险35.5万辆，环比上周/上月周度-22.6%/-14.8%。 ◼ 本周细分板块涨跌幅排序:SＷ商用载货车(+10.7%) >SW摩托车及其他(+2.0%) >SW 商用载客车(+0.4%) > SW汽车（-0.8%）>SW汽车零部件(-1.6%)> SW乘用车(+2.0 %) 。本周已覆盖标的江淮汽车、春风动力、威迈斯、上汽集团、中国重汽涨幅前五。 （ ◼ 本周团队研究成果：外发AI+汽车智能化系列之十二——理想汽车核心竞争力剖析、精 锻科技、隆鑫通用、福耀玻璃专题第六篇深度。 ◼ 本周行业核心变化：1）多家车企将供应商支付账期调整至60天以内；2）地方补贴暂 停，目前基于我们统计大概补贴受影响城市占总体汽车销量比例低于10%；3）小鹏G 7亮相， ...

重庆市经济信息委印发《重庆市加快推进公共领域车辆全面电动化工作方案》，计划今年内建成全国公共领域车辆全面电动化试点先行 区，在推进公共领域车辆电动化进程方面，计划到今年底，全市将累计推广新能源公交车6500辆、新能源环卫车300辆、新能源邮政车 600辆、新能源快递车1000辆、新能源城市物流配送车6万辆、新能源机场用车500辆，以及特定场景用车4000辆。 方案提出，到 2025 年底，全市公共领域累计推广新能源汽车超18万辆，其中商用车各细分领域电动化进程按下 "加速键"： 城市公交领域：新增和更新车辆电动化比例超 90%，累计推广新能源公交车达 6500 辆。重庆将进一步打造 "绿色出行" 公交都市， 鼓励公交企业探索 "融资租赁、车电分离、充维外包" 的创新采购模式，同时加大公交场站供给，支持专用充电设施建设。 出租与物流运输领域：出租车行业成为电动化主力，新增和更新的巡游出租车、网约出租车电动化比例超90%，累计推广新能源巡游出 租车1.1万辆、网约出租车9.5万辆。物流领域则重点推动中心城区邮政快递、城市物流配送车辆电动化，累计推广新能源邮政车600 辆、快递车1000辆、城市物流配送车6万辆，加 ...

6月13日，远程258台新能源重卡在浙江建德圆满交付腾骅控股集团，此次大批量交付，将为 电动重卡在浙江大宗物流运输的规模化应用起到示范作用，助力交通运输零碳升级，同时现场 双方又达成500台订单签约。远程新能源商用车集团副总裁郭磊，副总裁赵杰，腾骅控股集团 董事长王秀松，常务副总经理薛勤等相关领导、嘉宾出席。 浙江是"绿水青山就是金山银山"理念的发源地，当前正大力发展新能源产业，推动交通节能减 排，加速绿色转型。今年3月，浙江省生态环境厅、交通运输厅联合印发《浙江省重点领域清 洁运输实施方案》，明确提出推进大宗货物清洁运输，加快重点企业改造，并协同推进交通领 域设备更新。 作为浙江省大宗原材料供应链代表企业，腾骅控股集团加快拓展新能源物流领域，并打造"物 流运营+能源保障"双轮驱动的绿色生态体系，是行业转型升级的领跑者。远程新能源商用车是 全球首个达成30万台累计销量的新能源商用车品牌，围绕"醇氢+电动"两大核心技术路线，布 局绿色智能新一代商用车，聚焦用户实际需求，持续打造具有市场竞争力的产品，旗下智能电 动重卡已在全国区域投入运营，赢得客户和市场的广泛好评。 基于此次交付，双方将发挥各自资源优势，打造车与 ...