5月22日，以"效能引领——绿色货运数智发展"为核心主题的2025中国绿色货运发展大会在福 州举行。大会上，宁德时代携手地上铁发布城际场景解决方案，为城际物流电动化提供了全方 位、全天候的解决方案。 这一方案成功吸引了第一商用车网的注意，原因很简单，在新能源商用车，尤其是新能源轻型 商用车领域，目前上升空间最大的就数城际场景。根据满帮平台预估，城际场景用车需求 超"百万台"；而随着国四、国五车辆报废，会释放更多的需求。 那么，宁德时代本次与地上铁发布的城际场景解决方案，能接得住这波"泼天的流量"吗？俗话 说"没有金刚钻别揽瓷器活"，那宁德时代在城际物流场景的"金刚钻"又是什么呢？ 除了续航，城际物流轻卡还应该有什么必备技能？ 离中国"双碳"目标的第一个关键时间节点（2030年前实现碳达峰）越来越近，作为碳排放"大 户"的商用车责任重大，新能源物流车的推广对减少碳排放而言效果明显，这一点在城配等场 景已经得到充分验证。 作为新能源物流车数智化运营商，地上铁调研发现，新能源物流车（尤其是轻卡）使用场景越 来越多的涉及到城际/支线。这时候，新能源城配物流车就有些"不够用"了，最主要的原因是 续航不足。但新能源轻卡要 ...

Core Viewpoint - The event "Value Co-creation, Pursuing Light Together" showcased JAC Commercial Vehicles' 61 years of technological accumulation and innovation, presenting a new product matrix and user ecosystem plan to drive high-quality development in the commercial vehicle industry [1][3]. Group 1: Company History and Achievements - Since the launch of its first cargo vehicle in 1964, JAC Commercial Vehicles has been user-demand oriented and technology-driven, participating in major sectors like national infrastructure and logistics [3]. - JAC has produced and sold nearly 5 million vehicles, serving over 5 million customers and exporting to more than 130 countries, maintaining a leading position in China's commercial vehicle exports [5]. Group 2: Strategic New Products - The strategic new product matrix unveiled at the event includes advanced technologies across four platforms: fuel, hybrid, pure electric, and hydrogen, aimed at creating high-end intelligent trucks for modern logistics [7]. - The fuel vehicles continue to lead the market with new power series and integrated lightweight and intelligent driving assistance technologies, while the new energy sector introduces innovative electric chassis with multiple safety features [7]. Group 3: Testing and Quality Assurance - JAC's new manufacturing base features Asia's first 5.2 km high-ring test track, where every vehicle undergoes 100% testing to ensure dynamic performance and quality before leaving the factory [8]. - The immersive test drive experience highlighted JAC's strengths in power tuning, intelligent safety, and energy-saving technologies, reinforcing the company's commitment to quality [8]. Group 4: User-Centric Initiatives - JAC launched the "2025 Pursuing Light Plan" to create the industry's first "Commercial Vehicle Value Community," emphasizing user value and collaboration in brand building and value creation [9]. - The company announced a 1 billion yuan "Pursuing Light Fund" to reward long-term users, offering comprehensive benefits to express gratitude for their support [10].

Group 1 - The core objective of Beiqi Foton Motor Co., Ltd. is to become a world-class commercial vehicle enterprise, showcased during the Nampo exhibition in South Africa from May 13 to 16 [1] - Beiqi Foton presented a diverse product lineup tailored to South Africa's logistics needs, including heavy trucks, light and medium trucks, small and micro trucks, pickups, vans, and new energy products [1] - The exhibition attracted significant attention, highlighting the company's ability to adapt its products to the South African market and enhance the influence of "Chinese intelligence" in the global commercial vehicle sector [1] Group 2 - Under the guidance of the "Belt and Road" initiative, Beiqi Foton is accelerating its internationalization strategy, aiming to upgrade trade cooperation to industrial chain collaboration in the African market [2] - The company plans to continue driving the global expansion of "Chinese intelligence" in commercial vehicles through technological innovation [2]

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0104期 2025年5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 企业团公 犀重汽车:犀重汽车亮相宁德时代重卡新能源生态大会 首款物 流原型车登场 11177年 政策法规 蜂巢能源：蜂巢能源快充电池突破：15分钟充至满电，提升30% 交客 国轩高科:国轩高科集中发布六项技术,全国态已进入预量产阶 हि 上海市发改委发布《上海市新型电力系统调节能力奖励资金管 理办法》 近日,上海市发改委发布《上海市新型电力系统调节能力奖励 资金管理办法》，对上海市范围内建设运营的、服务于新型电 力系统发展的调节能力，包括虚拟电厂资源聚合平台、电动汽 车充放电（以下简称"V2G"）调节能力、新型储能提供奖励。 采用资金奖励方式,对符合要求的虚拟电厂运营商、新型储能 企业在2024年1月1日至2028年12月31日并网项目予以奖励。其 中,2025年奖励标准适用于2025年9月1日前并网项目。 《内蒙古自治区2025年新能源城市公交车及动力电池更新补贴 具体实施细则》 新能源城市公交车以旧换新可申请补贴，即报废 ...

5月24日，"辽宁省匹克球推广启动仪式·2025丹东市万人匹克球欢乐赛暨夏季旅游启动仪式"正式启 幕，来自省内外13个城市的近万名匹克球爱好者同上万名观众一起，在美丽的鸭绿江畔联手呈现一场速 度与激情交织的文体旅盛宴。 特别是进入二季度，与韩国仁川之间的海上客货运输业务全面重启、获批设立跨境电子商务综合试 验区、与浙江吉利远程新能源商用车集团签署战略合作框架协议等一幕幕不断出现的创新实践场景，更 是见证了丹东"拼""抢""干"的实绩。今年前4个月，丹东市规模以上工业增加值同比增长8.4%。其中， 高技术制造业增加值同比增长10.0%，占规上工业增加值比重的12.5%，高于全省5.6个百分点；工业投 资同比增长36.5%，占全部固定资产投资的36%；技术改造投资同比增长21.1%，占全部工业投资的 45.1%。 安全和发展是一体之两翼、驱动之双轮。统筹高质量发展和高水平安全，在全力冲刺"双过半"的同 时，丹东市树牢底线思维，紧盯关键环节，深入排查治理隐患，切实抓好重点项目和各领域安全生产管 理。 以消防安全为例，5月以来，丹东市委主要领导先后15次赴村屯社区、集贸市场、小区楼宇等重点 部位实地督导排查。全市划定 ...

未经许可，不得转载或者引用。 投资要点 数据总览： 批发： 4月重卡批发销量8.8万辆，同环比分别为+6.5%/-21.4%，符合我们预期。 出口： 4月重卡出口销量2.6万辆，同环比分别为+0.8%/-7.2%，符合我们预期。 库存： 行业总库存-0.67万辆，当前行业总库存15.0万辆。 展望： 我们预计25年5月重卡内销6万辆左右，同比增长12%。 4月销量：产批零符合预期，出口符合预期 行业总量：4月产批零符合预期，出口符合预期。1）产量： 4月重卡产量7.8万辆，同环比分别 +2.2%/-32.4%； 2）批发： 4月重卡批发销量8.8万辆，同环比分别+6.5%/-21.4%； 3）上险： 4 月重卡终端销量6.9万辆，同环+5.9%/-4.3%； 4）出口： 4月重卡出口销量2.6万辆，同环比分 别为+0.8%/-7.2%； 5）库存： 4月重卡企业库存-0.9万辆，渠道库存-0.7万辆。根据我们测算， 当前行业总库存15.0万辆，库存处于合理水平。 行业结构：新能源持续高增，天然气同比回升。 4月新能源重卡销量1.6万辆，同环比分别 +243%/+4.8%，新能源渗透率22.9%，同环比分别+1 ...

5月23日，以"千帆踏浪 智领未来"为主题的圆通速递&东风柳汽千台交车盛典在广西柳州举行。1000台乘龙快递车正式交付圆通速递， 广西壮族自治区邮政管理局党组成员、副局长许志芳，柳州市人民政府党组成员袁东升，东风柳汽总经理林长波，圆通速递广西省区党 支部书记、副总经理杜彬以及各界代表齐聚柳州，共同见证这一物流行业盛事。柳州市发展和改革委员会、邮政管理局、交通运输局、 柳江区政府等政府部门领导，圆通速递总部相关业务负责人，东风柳汽销售公司领导出席活动。 东风柳汽总经理林长波致辞 随着业务量的持续攀升，双方的合作领域也在不断拓展。智能驾驶牵引车成为双方合作的新焦点。圆通速递前期投用的乘龙H7智能驾驶 牵引车产品，凭借高阶智能驾驶科技，成功实现了长途干线"双驾变单驾"的运营模式变革，大幅提高了运营效率，赢得了圆通速递的高 度认可。 战略携手，乘龙&圆通齐奏协作共赢时代强音 此次交付的1000台乘龙快递运输车,品类丰 富、规格齐全，是东风柳汽以"轻质技术"和 "降耗技术"为核心，融合智能网联、AI、智驾 等前沿技术打造出的明星产品,具备高效、环 保、智能、节能的特点。 其中,乘龙H7智能驾驶牵引车,专为快递物 流量身 ...

Core Insights - Shaanxi Province's Xianyang City has planned 356 key construction projects with a total investment of 215.69 billion yuan, aiming for an annual investment of 72.85 billion yuan, achieving 40.38% of the annual target by the end of April [1][6] - The city is focusing on effective investment through a multi-faceted approach, including clear pathways, resource guarantees, and a chain ecosystem to enhance investment quality and quantity [1][2] Investment Projects - Major projects include a hydrogen production project in Yongshou County, a specialized tire manufacturing project in the High-tech Zone, and a key materials production project in Binzhou City, all aimed at enhancing energy transition and national competitiveness [2] - The Xianyang Digital Innovation Port has opened, serving as a new landmark for digital transformation and showcasing the city's commitment to high-quality development [5] Project Planning and Reserve - Xianyang has actively planned and reserved projects in infrastructure, technological innovation, and public welfare, with 2,133 projects identified and a funding requirement of 128.32 billion yuan [3] - The city has submitted 697 project applications, seeking 52.105 billion yuan in funding, with a focus on central budget projects and special bonds [3] Project Execution and Monitoring - A monthly scheduling and supervision mechanism has been established to monitor the progress of policy investment projects, with a current opening rate of 100% for 122 policy projects [4] - The city aims to enhance project planning and funding acquisition to support high-quality development through effective project execution [4] Technological and Structural Upgrades - Xianyang is promoting investment structure optimization through technological advancements, focusing on equipment updates, digital empowerment, and energy-saving measures [7] - The city aims for a 25% increase in industrial equipment investment by 2027, with a target of over 90% for digital design tool adoption among large-scale industrial enterprises [9] Policy and Service Optimization - The "Xianqi Tong" smart service platform has been developed to streamline policy access and improve service efficiency for enterprises, enhancing the overall investment environment [10] - Xianyang is committed to providing comprehensive support for project construction, ensuring that 80% of land for provincial key projects is secured [11][12]

Core Viewpoint - The launch of the new energy light truck "Lingkun" by Qingling, in collaboration with CATL and its subsidiary Times New Energy Technology, marks a significant milestone in redefining the value benchmark for new energy commercial vehicles, showcasing Qingling's competitive edge in the new energy product technology iteration [1][3]. Group 1: Dual Empowerment Restructuring the Value Chain - Since its joint venture with Isuzu in 1985, Qingling has adhered to leading development concepts of technology, quality, and management, forming a comprehensive lineup of commercial vehicle products and serving over 2 million users [3]. - The Lingkun light truck represents a milestone in Qingling's green transformation, driven by innovation for high-quality development, and is a result of strategic collaboration with CATL and Times New Energy [3][7]. - The partnership signifies a new era of "technological symbiosis" and "ecological co-creation" in China's new energy commercial vehicle industry [7]. Group 2: Six Technological Breakthroughs Addressing Industry Pain Points - The Lingkun light truck features six major technological breakthroughs, addressing market pain points and enhancing its competitive advantages over traditional fuel vehicles [8][10]. - Key advancements include a streamlined cab design with a drag coefficient of 0.33, leading its class by over 26%, and a flat wire oil-cooled motor with a power density of 7.1 kW/kg, achieving a 20% reduction in energy consumption [10]. - The truck supports a maximum range of 500 kilometers, effectively alleviating "range anxiety" and "cost pressure" in urban logistics, and operates efficiently in extreme temperatures from -30°C to 60°C [10]. Group 3: Promoting Zero-Carbon Transformation in the Logistics Industry - Qingling and CATL signed a strategic cooperation agreement to deepen collaboration in products, technology, and business models, enhancing market competitiveness domestically and internationally [11]. - The companies aim to build a comprehensive green, efficient, and intelligent logistics ecosystem, focusing on user-centric development and expanding the application scenarios of smart connected new energy commercial vehicles [13]. - The Lingkun light truck is positioned as a key player in driving the zero-carbon transformation of the logistics industry and supporting regional economic green development [15].

圆通速递与东风柳汽已并肩走过11个春秋，堪称行业强强联合的典范。这11年里，乘龙快递车如同坚实的伙伴，始终与圆通速递并肩作战。它们如同高 速运转的精密齿轮，紧密嵌入圆通速递庞大高效的物流网络之中，成为承载亿万包裹的移动桥梁。 随着业务量的持续攀升，双方的合作领域也在不断拓展。智能驾驶牵引车成为双方合作的新焦点。圆通速递前期投用的乘龙H7智能驾驶牵引车产品， 凭借高阶智能驾驶科技，成功实现了长途干线"双驾变单驾"的运营模式变革，大幅提高了运营效率，赢得了圆通速递的高度认可。 东风柳汽总经理林长波致辞 交付仪式上，东风柳汽将象征着"战略携手，共赢未来"的金钥匙交予圆通速递，同时双方领导共同启动发车仪式，标志着1000台乘龙快递运输车正式投 入运营，将助力圆通速递增效减排，打造绿色物流运输网络，更为物流行业绿色低碳发展贡献力量。 5月23日，以"千帆踏浪 智领未来"为主题的圆通速递&东风柳汽千台交车盛典在广西柳州举行。1000台乘龙快递车正式交付圆通速递，广西壮族自治区 邮政管理局党组成员、副局长许志芳，柳州市人民政府党组成员袁东升，东风柳汽总经理林长波，圆通速递广西省区党支部书记、副总经理杜彬以及各界代 表齐聚柳 ...