Core Viewpoint - The procurement of 533 pure electric city buses and their 8-year lifecycle maintenance service by Hangzhou Public Transport Group has been awarded to Geely Sichuan Commercial Vehicle Co., Ltd. with a bid of approximately 297 million yuan [1][3]. Group 1 - The project involves the procurement of 533 pure electric city buses for the year 2025 [2][3]. - The total bid amount for the project is 297,069,710 yuan, which is about 2.97 billion yuan [1][3]. - The public announcement of the winning bid was made on July 25, 2025, with a public notice period from July 25 to July 28, 2025 [2][3]. Group 2 - The project is managed by Hangzhou Public Transport Group, with the procurement method being open bidding [3]. - The project number is JC-1HZB2507001, and the bidding announcement was published on July 4, 2025 [3]. - Contact information for the bidding organization and relevant personnel is provided for any inquiries or objections during the public notice period [3].

在新能源商用车激烈角逐的赛道上，核心技术突破正成为改写行业格局的关键变量。尤其对于承载高强 度运输任务的重卡与肩负公共出行使命的客车而言，其严苛的运营环境对三电系统提出了近乎极限的要 求。 7月28日，福田汽车发布了爱易科新能源重型超级电驱动。爱易科包含"智·生态"与"电·驱动"两大板块。 自去年年末发布以来，已经在轻卡产品上应用。此次发布的爱易科超级电驱动，主要应用于重卡和客车 平台，补齐了福田在三电领域的市场覆盖。 福田汽车试图通过底层技术的系统性创新，为行业痛点提供解决方案。 商用车电池系统面临着多重压力 重卡与客车作为商用车领域的"重劳力"，其新能源化进程远比乘用车更为艰难，核心痛点集中在电池与 电驱动系统两大命脉上。 电池系统面临着多重压力。首要且持续的挑战是安全焦虑：搭载超大电量的电池包长期暴露于高强度振 动、复杂路况及剧烈温度变化中，单体电芯故障引发的热失控连锁反应风险如影随形，是行业普遍且首 要的痛点。与此同时，厂商深陷能量密度与成本的拉锯战：满足长续航，尤其是重卡的需求，必须使用 大容量电池，但高能量密度电芯成本高昂，还需在有限的底盘空间内兼顾轻量化以降低无效能耗，平衡 能量密度、成本、重量 ...

新形势下，省委、省政府高度重视我省新能源商用车产业发展，主要领导多次莅临宇通调度解决问题、 指导企业聚力发展。特别是在"学查改·以企观政服务企业大走访活动"引领下，各级党委、政府和主管 部门靠前服务，帮助企业纾困解难，保增长拓市场取得显著成效。今年上半年，宇通顶住客货运市场低 迷、行业价格内卷等压力，销售收入实现193亿元、同比增长2%，税收贡献23亿元、同比增长28%。 宇通始终专注技术与产品创新，去年以来，发布了高端旅游客车，引领出行市场升级；推出长续航重卡 轻卡，打造新的增长点。与此同时，宇通业务在中亚、西亚、美洲、非洲、欧洲等多个市场开花结果， 全年海外市场收入贡献有望超过总收入的一半。 面向未来，宇通将在省委、省政府坚强领导下，坚定扎根中原、面向全球、守正创新，打造具有全球一 流竞争力的新能源商用车集团。 □本报记者 杨凌 郑州宇通集团有限公司是在河南成长起来的商用车企业，在各级党委、政府支持下，历经30余年发展， 已成长为全球规模领先的客车企业和新能源商用车集团，带动就业3万人。 ...

Group 1 - On July 30, Foton Motor's stock price closed at 2.76 yuan, down 0.02 yuan from the previous trading day, representing a decline of 0.72% [1] - The trading volume on that day was 686,000 shares, with a total transaction amount of 190 million yuan [1] - Foton Motor's main business includes the research, production, and sales of a full range of commercial vehicles, including heavy trucks, medium trucks, light trucks, micro trucks, and buses [1] Group 2 - On July 30, Foton Motor held its sixth extraordinary general meeting of shareholders for 2025, where it approved the proposal to increase the quota for providing guarantees to related parties for the year 2025 [1] - Data on capital flow indicated a net outflow of 15.164 million yuan from main funds on July 30, accounting for 0.08% of the circulating market value [1]

一汽解放J7智能工厂。 记者 田甜 摄 一汽解放动力总成长春工厂 一汽解放最新发布的智慧动力域产品 ◎记者 田甜 "我们卷价值、卷质量、卷产品、卷技术，但绝不卷价格。"在近日召开的一汽解放2025年中媒体交流会 上，公司多位高管表示，在商用车市场竞争白热化的当下，面对传统企业存量博弈与新玩家跨界入局带 来的变量，一汽解放上半年在品牌价值、市场份额等领域以八项"行业第一"巩固领航地位，并明确 以"不卷价格卷价值"的定力应对行业竞争。 "拿短期冠军不难，但更重要的是关注长期主义。"在一汽解放董事长李胜看来，企业的核心竞争力不在 于短期销量波动，而在于长期主义下的质量根基、技术突破与生态协同。作为1953年建厂、志在成 为"百年老店"的企业，不能为短期销量目标盲目冲量、在供应链一味压价，还要考虑渠道的承受能力， 兼顾产业责任与社会责任，才是可持续发展的根本保障。 "我们深入研究品牌本质，发现质量与品牌如影相随。真正的名牌、好车必然以质量为基石，无论产品 定位高端、中端还是低端，质量始终是第一位的。"在李胜看来，质量是品牌的生命线，无论市场销 量、行业排名如何，打造过硬产品才是根本。 为此，一汽解放将质量提升作为"一 ...

Group 1 - The stock price of FAW Jiefang is reported at 7.12 yuan as of July 30, 2025, with a slight decrease of 0.01 yuan, representing a drop of 0.14% from the previous trading day [1] - FAW Jiefang is a leading enterprise in the commercial vehicle industry in China, specializing in the research, production, and sales of commercial vehicles and core components, including heavy trucks, medium trucks, and light trucks [1] - The company holds a dominant market share, with a terminal market share of 23.2% in the domestic medium and heavy truck market for the first half of the year, maintaining its position as the industry leader [1] Group 2 - FAW Jiefang has accelerated its transition to new energy vehicles, achieving a continuous doubling of sales for three consecutive years [1] - The company is expanding its overseas presence with the establishment of eight wholly-owned subsidiaries, maintaining a leading market share in key markets such as South Africa [1] - FAW Jiefang has signed a strategic cooperation agreement with Telai Electric, collaborating with CATL and the State Grid to develop a charging network [1]

证券之星消息，7月30日商用车板块较上一交易日下跌0.68%，江淮汽车领跌。当日上证指数报收于3615.72，上涨0.17%。深证成指报收于 11203.03，下跌0.77%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600066 | 宇通客车 | 25.56 | 1.67% | 11.19万 | 2.85亿 | | 600375 | 汉马科技 | 6.87 | 1.48% | 31.04万 | 2.12亿 | | 000951 | 中国重汽 | 18.75 | 0.11% | 10.13万 | 206.T | | 000800 | 一汽解放 | 7.12 | -0.14% | 11.78万 | 8420.61万 | | 600006 | 东风股份 | 7.30 | -0.41% | 27.29万 | 2.00亿 | | 301039 | 中隼车辆 | 8.78 | -0.45% | 10.90万 | 9588.52万 | | 000868 | 安凯客车 | 5 ...

当一辆行驶六年的解放二手卡车稳稳停在断裂的贵州猴子河大桥边缘，业界突然意识到，商用车行业的竞争本质正在被重新定义。在这场没有 硝烟的战争中，一汽解放正以质量攻坚为矛、生态协同为盾，开启中国制造的高质量突围。 "他们进来，恰恰证明机会大于危机。这些新玩家的进入，更增强了我们在商用车进一步生根的信心，因为一汽解放更有优势，我们是'守擂方'，不 是'打擂方'。"在李胜看来，面对复杂激烈的市场竞争环境，商用车行业仍有着巨大机遇和市场空间，一汽解放作为商用车行业的头部企业，非常有信心在 接下来更加残酷的市场竞争中保持领航优势、引领行业发展。 一汽解放的底气源于对核心技术的掌控。"车身可以仿制，但发动机、变速箱、车桥这些动力总成，抄都抄不出来。"李胜强调，一汽解放动力（发动 机、变速箱、桥、电驱动系统等）是根本的看家本领。上半年，公司对这些核心领域强化管理并改革体制机制，确保技术护城河持续加深。 7月13日，一汽解放再次带着前沿的动力域技术及产品创领而来，把解放自主事业推向了一个前所未有的新高度。4款智慧动力域产品涵盖了油气智慧动 力域和新能源智慧动力域，充分体现了一汽解放正向着高端化、绿色化、智能化不断发展的态势，赢得 ...

Core Viewpoint - China National Heavy Duty Truck Group (CNHTC) has achieved significant success in the heavy-duty truck and tractor market, maintaining a market share exceeding 25% and securing a "six consecutive championships" in both segments as of the first half of 2025 [1]. Market Performance - In the first half of 2025, CNHTC sold 9,400 units of various types of new energy heavy-duty trucks, marking a year-on-year increase of 221%, which is 35 percentage points higher than the overall market growth rate of 186% [4]. - The market share of CNHTC in the new energy heavy-duty truck segment reached 11.84%, an increase of 1.29 percentage points compared to the same period last year, placing it among the top four in the industry [4]. Competitive Landscape - The market presence of traditional heavy-duty truck manufacturers in the new energy segment has increased significantly, with CNHTC improving its ranking by 11 positions since 2021, now holding a market share increase of 11.21 percentage points [9]. - The top five companies in the heavy-duty truck industry collectively held a market share of 52.61% in the new energy segment as of the first half of 2025 [9]. Segment Leadership - CNHTC has achieved multiple monthly sales championships in various sub-segments, including new energy tractors, new energy dump trucks, and fuel cell heavy-duty trucks [11][12]. - In the first half of 2025, CNHTC's fuel cell heavy-duty trucks achieved a market share of 41.72%, making it the leader in this sub-segment [14]. Geographic Expansion - CNHTC has expanded its market reach, entering 30 out of 31 provincial-level administrative regions in China, with over 100 units sold in 15 cities [16]. - The top three cities for new energy heavy-duty truck sales in China are Shanghai, Shenzhen, and Chengdu, where CNHTC ranks prominently [18]. Product Development - CNHTC has demonstrated a strong commitment to the new energy segment, with a comprehensive product matrix established by early 2025, including a recent announcement of 30 new energy heavy-duty truck models [19][21]. - The company is actively responding to market trends, with new products featuring high power outputs, such as the 600 kW pure electric tractor [19].

Core Viewpoint - The commercial vehicle market is at a critical juncture in 2025, characterized by intensified price wars, soaring penetration of new energy vehicles, and accelerated globalization, where strategic determination and full-chain collaboration of leading companies are essential for success [1][3]. Group 1: Market Environment - The commercial vehicle market is facing dual challenges of price wars and intensified competition, while also experiencing structural opportunities driven by "dual carbon" policies and global demand [3]. - In the first half of 2025, the penetration rate of new energy heavy trucks reached 21%, with emerging markets like Africa and Southeast Asia showing rapid growth, particularly in overseas engineering vehicles, which accounted for nearly 50% [3]. Group 2: Company Performance - Dongfeng Commercial Vehicle achieved a wholesale sales volume of 63,000 units in the first half of the year, a year-on-year increase of 4.3%, with terminal sales reaching 60,000 units, indicating a positive operational trend [4]. - The sales of new energy products surged by 191% year-on-year, reflecting significant improvements in market competitiveness and customer acceptance of self-developed powertrains [4][7]. Group 3: Strategic Initiatives - Dongfeng Commercial Vehicle's success is attributed to its courage to face challenges, deepening reforms, and innovations that stabilize its foundational business, alongside a commitment to "full-chain precise collaboration" [5]. - The company has developed new products tailored to differentiated customer needs and enhanced its marketing system through a comprehensive marketing cycle and improved dealer network management [5][11]. Group 4: Future Goals - For the second half of the year, Dongfeng Commercial Vehicle aims to achieve terminal sales of 71,000 units, targeting a total of 131,000 units for the year, emphasizing the need for technological innovation and product empowerment [9]. - The company plans to deepen its focus on customer core demands and differentiated needs through platform-based and modular development, while also enhancing its product coverage in key overseas markets [11]. Group 5: Industry Transformation - The industry is moving away from chaotic competition towards a healthier ecosystem, with Dongfeng Commercial Vehicle's initiatives resonating with the call for high-quality development amidst market "involution" [13]. - The company is committed to improving product quality and establishing a robust quality management system, leveraging big data to predict quality issues and fostering a culture of excellence [15].