商用车

Search documents
ETF英雄汇(2025年5月21日):黄金股ETF(159562.SZ)领涨、标普消费ETF(159529.SZ)溢价明显
Xin Lang Cai Jing· 2025-05-21 09:07
Market Performance - The Shanghai Composite Index rose by 0.21% to 3387.57 points, marking a three-day increase [1] - The Shenzhen Component Index increased by 0.44% to 10294.22 points, while the ChiNext Index rose by 0.83% to 2065.39 points [1] - Total trading volume in the two markets reached 1.17 trillion yuan, exceeding 1 trillion yuan for 20 consecutive days [1] Industry Highlights - Precious metals showed strong performance, surging by 4.33% on the day [1] - Commercial vehicles and batteries followed closely with increases of 3.57% and 2.99%, respectively [1] - The CSI Hong Kong-Shenzhen Gold Industry Stock Index rose by 4.55% [1] ETF Performance - A total of 730 non-currency ETFs increased, with an increase ratio of 64% [1] - The top-performing gold ETFs included: - Gold Stock ETF (159562.SZ) with a rise of 4.85% [3] - Gold Stock ETF (517520.SH) with a rise of 4.63% [3] - Gold Stock ETF Fund (159322.SZ) with a rise of 4.51% [3] - The latest share size of Gold Stock ETF (159562.SZ) reached 365 million shares, closely tracking the CSI Hong Kong-Shenzhen Gold Industry Stock Index [3] Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the CSI Hong Kong-Shenzhen Gold Industry Stock Index is 17.28 times, which is below 50% of the time over the past three years [4] Declining ETFs - A total of 359 non-currency ETFs declined, with a decrease ratio of 32% [4] - The top declining ETFs included: - S&P Consumer ETF (159529.SZ) down by 2.29% [6] - MSCI ESG ETF (159621.SZ) down by 1.92% [6] - New Economy ETF (159822.SZ) down by 1.40% [6] Premium Rates - The S&P 500 Consumer Select Index had a premium rate of 24.88% [7] - The S&P 500 Index showed a premium rate of 11.82% [7]
开启能源变革新篇章 奇瑞商用车亮相宁德时代换电生态发布大会
第一商用车网· 2025-05-21 06:49
Core Viewpoint - The article highlights the significant transformation in the commercial vehicle industry towards new energy vehicles, with Chery Commercial Vehicle's joint efforts with CATL to develop a comprehensive battery swap solution for heavy trucks, marking a pivotal shift in the sector towards sustainability and efficiency [1][4][15]. Group 1: Strategic Partnerships and Innovations - Chery Commercial Vehicle has partnered with CATL to advance the green transformation of heavy trucks, focusing on the development of battery swap technology and energy supply networks [4][5]. - The launch of the "Qiji Battery Swap Solution" aims to achieve breakthroughs in standardization, cost-effectiveness, and comprehensive ecological integration for heavy trucks [4][9]. - The electric Kirin battery swap tractor, showcased at the event, is designed for long-haul logistics, emphasizing high performance, low energy consumption, and safety [10][12]. Group 2: Product Development and Market Positioning - Since 2014, Chery Commercial Vehicle has been developing its new energy heavy truck business, introducing products like pure electric and hybrid heavy trucks [7]. - The electric Kirin series represents a significant advancement, leading the industry into a new era where oil and electricity are priced similarly [7][12]. - The upcoming heavy truck platform set to launch in 2025 will feature innovative technologies to support the large-scale promotion of intelligent electric heavy trucks [7][15]. Group 3: Economic Impact and Customer Feedback - A customer reported that the electric Kirin has a significant cost advantage, with operational costs around 1 yuan per kilometer, saving approximately 20,000 yuan monthly compared to fuel vehicles [14]. - The electric Kirin's lightweight design and advanced battery system enhance its profitability and operational efficiency, aligning with national policies for replacing old vehicles [12][14]. Group 4: Future Outlook - The collaboration with CATL is expected to strengthen Chery Commercial Vehicle's influence in the new energy sector and accelerate the establishment of industry standards and ecosystem development [7][15]. - The comprehensive integration of resources aims to facilitate the large-scale implementation of battery swap technology across various operational scenarios, promoting cost reduction and green transformation in the logistics industry [9][10].
牵引车4月实销3.6万辆增2%!解放份额超20%,东风升前三,TA们翻倍涨 | 头条
第一商用车网· 2025-05-21 06:49
2025年一季度,国内牵引车终端市场在1月份和2月份收获"2连增",3月份却出现7%的同比 下滑。 "金三"旺季失约了,"银四"旺季还有吗? 请看第一商用车网的分析报道。 根据第一商用车网最新掌握的终端销量数据,2025年4月份,国内牵引车实销3.57万辆(交 强险口径,不含出口和军品,下同),环比今年3月份下降8%,同比增长2%,同比增速从上 月(-7%)转正,比去年4月份多销售800余辆。4月份,重卡整体实销6.87万辆,同比增长 6%,牵引车市场2%的同比增速比重卡市场整体增速低了4百分点,继续跑输重卡市场"大 盘"。 4月实销3.6万辆,环比下降8%,同比增长2% 2025年4月份,牵引车市场3.57万辆的销量在整个重卡市场终端销量的占比约为51.95%,较 上月(54.10%)有所下滑,比2024年全年占比(53.10%)则低了1.14个百分点。从数字上 看,3.57万辆的月销量的确不高,上图可见,最近五年,牵引车终端销量最高的4月份是 2021年,达到7.86万辆,今年4月份3.57万辆的销量在近五年里排在第2,属于中等水平。 2025年前4个月,牵引车终端销量走出一个增-增-降-增的走势,1-4 ...
前4月销近8000辆再夺冠,三一新能源重卡销量长青的秘诀是什么?| 头条
第一商用车网· 2025-05-21 03:37
三一重卡在新能源市场跑出加速度,强势领跑行业。 根据第一商用车网掌握的最新数据(交强险实销口径,不含出口和军车,下同),2025年4 月,三一共计销售新能源重卡2824辆,蝉联月榜销冠。面对新能源重卡市场的激烈竞争,三 一重卡为何这么"强"?其销量长青的秘诀又是什么呢? 4月销量与累销均为行业第一,三一重卡交出靓丽答卷 据交强险数据显示,2025年4月,国内新能源重卡市场共计销售1.58万辆,同比增长245%。 其中,三一重卡凭借2824辆的月销量表现,再度以新能源重卡市场17.84%的市占率夺冠, 且销量同比增幅近3倍,高于4月新能源重卡市场整体增速,跑赢行业"大盘"。 同时,这也是三一在2025年收获的第三个新能源重卡月榜销冠。除了单月销量第一,2025年 1-4月,三一累计销售新能源重卡7591辆,同比增长193%,同样排名行业第一,市场份额达 16.46%,足见三一在新能源重卡市场的引领实力。 | 新能源重卡品牌/行 业总计 | 2025年累计 | 同期累计 | 同比增长 | 2025年份额 | 同期份额 | 份额增减 | | --- | --- | --- | --- | --- | --- | - ...
东风商用车新领导班子组建!董事长、总经理都是谁? | 头条
第一商用车网· 2025-05-20 13:51
近日,东风商用车有限公司官网信息更新显示,公司迎来重大人事调整。张小帆出任公司董事 长,刘利成担任公司总经理一职。 据公开资料显示,东风商用车有限公司现任董事长为张小帆,张小帆接任后主导专用车转型战 略。 用车领域的优势地位,推动企业迈向新的发展阶段。第一商用车网将持续关注东风商用车在新 领导班子带领下的战略布局与市场表现。 张小帆出生于1970年3月,河南洛阳人,大学本科学历,1992年7月入职东风公司。他从东风 公司襄樊管理部基层岗位逐步成长,后在东风汽车股份有限公司多个关键部门任职,积累了丰 富的公关、宣传策划及营销经验。 张小帆在任期间,东风商用车的市场表现显著提升。2025年4 月,东风公司中重卡国内市场占有率达到23.6%,排名第一。此外,东风公司在31个省市区中有15 个省市区排名中重卡市占率第一。这些成就部分归功于张小帆的领导和东风集团内部的商用车业务 整合计划。 战略方向上, 张小帆全力推动专用车向高端化、智能化转型,目标在2025年实现东风商用车专用底 盘年销量达5万辆,稳固在环卫、危化等细分市场的领先地位;新能源布局上,着重强调智能网联与 新能源技术研发,加速商用车绿色化发展进程。 新任 ...
智能汽车ETF(159889)收涨1.63%,汽车智能化渗透提速或驱动板块分化
Mei Ri Jing Ji Xin Wen· 2025-05-20 09:33
Core Viewpoint - The smart automotive sector is experiencing accelerated penetration of intelligent technology, which is expected to drive differentiation within the industry, particularly in the automotive parts sector [1]. Group 1: Industry Insights - The Special Vehicle Industry Innovation Development Conference was held in Shiyan, Hubei from May 15 to 17, focusing on the implementation of new energy and intelligent technology, emphasizing industry chain collaboration and global layout [1]. - Data indicates that by 2024, the penetration rate of new energy special vehicles in China is projected to reach 29.8% [1]. - The automotive parts sector is expected to see a divergence in revenue and profit growth from Q4 2024 to Q1 2025, with the intelligent driving industry chain performing notably well [1]. Group 2: Market Trends - Benefiting from the increase in intelligent driving penetration, sectors such as intelligent chassis, domain control, and sensors are expected to see performance growth surpassing the industry average [1]. - The penetration rate of L2.5 and above intelligent driving models is anticipated to enter a rapid growth phase by 2025 [1]. - The passenger vehicle market is accelerating its phase-out, with leading domestic automakers and new force car companies expected to expand their market share [1]. Group 3: Commercial Vehicle Outlook - In the commercial vehicle segment, new energy buses are maintaining high demand supported by subsidy policies, while the heavy truck market shows resilience in both domestic and international demand [1]. - Gas and new energy heavy trucks are likely to continue benefiting from market conditions [1]. Group 4: ETF and Index Information - The Smart Automotive ETF (159889) rose by 1.63%, tracking the CS Smart Automotive Index (930721), which is compiled by China Securities Index Co., Ltd. and includes listed companies involved in intelligent driving and vehicle networking [1].
解放又有大动作!
第一商用车网· 2025-05-20 06:50
行业普遍认为,今年商用车市场较去年有几重"优势",比如:老旧营运车辆焕新;节能减排和 公共领域电动化推动新能源市场增长;广东、广西等地区对氢能产业的支持……促进市场需求 小幅提升,按照此趋势,中汽协在年初预计的全年商用车销量将突破400万辆,应该"稳了"。 从当前商用车头部企业的销量分析,虽然进入二季度,产销较去年同期实现稳步增长:内需潜 力加快释放、新能源市场活跃、海外出口环境趋稳定,但属于一汽解放的"拉锯战"才刚刚开 始。在中重卡终端销量、新能源市场份额、海外出口方面,有三场"硬仗"摆在一汽解放面前! 第一场"战役":中重卡终端销量保卫战 4月,我国商用车市场无论是批发销量、还是终端销量,均呈现两位数的环比下降,批发销量 下降17.9%,终端销量下降11.1%。当月,中重卡市场仅重汽一家批发销量超2万辆,达2.68 万辆,一汽、东风、陕汽、福田的批发销量分别为1.84万辆、1.63万辆、1.36万辆和1.26万 辆,市场份额呈现"阶梯状"。 同期,对于极度"内卷"的国内终端市场而言,二季度"拉锯战"更为明显。北斗运营数据显 示:今年前4个月,一汽集团累计终端销量超4万辆,市占率为24%,一汽解放凭借在NG ...
【联合发布】新能源商用车周报(2025年5月第2周)
乘联分会· 2025-05-19 08:34
乘联分会&科瑞咨询联合发布 新能源商用车周报 点击蓝字 关注我们 (总第0103期 2025年5月第2周) ▌自強 CONTENTS 僵)行业数据 · 市场:市场:新能源渗透率年度走势 企业团公 福田图雅诺:福田图雅诺携手宁德时代首发新国标新能源物流 车 供应链 政策法规 市场:新能源渗透率年度走势 3月:新能源中重卡销量15433,同比上涨181%,渗透率提高至19.82%; 1-3月:企业方面, 徐工以5028台取得 解放紧随其后;地区上,上海以4434台领跑;充电产品占比持续提升;四类车型同比均呈上涨趋势。 榜首, 2025年1-3月新能源中重卡销量TOP10企业 (辆) 2025年3月新能源中重卡月度销量 (辆) 新能源中重卡各燃料销量及增长率 然抖电池 插电混动 然中共 ■2024年同期 播电混动 2022 2023 == 2024 == 2025 =2025年1-3月 -YoY 纯电 -YOV 0.6% 的即 2.7% 3.2% 1.0% CR10=89% (换电) 18000 350% 5500 600% (拾肥) 39.0% 16000 5000 300% 31.3% 4500 14000 4 ...
江铃E福顺明窗版深度测评:城配“多面手”如何用实力圈粉?| 头条
第一商用车网· 2025-05-19 08:13
作为新能源商用车市场的"黑马",江铃E福顺自上市以来便以高性价比和场景适配性赢得广泛 关注在由第一商用车网、卡车空间站和皮卡空间站联合主办的2024"谁是第一"商用车年度评 选颁奖典礼上,江铃E福顺更拿下"2024年度第一期待新能源轻客"荣誉奖项。 作为奋斗者的"搭档",让用户多省多赚是首要目标,封闭货厢的轻客拥有更少的路权、难以兼 顾载客乘坐需求、燃油车每公里运营成本过高等痛点,E福顺明窗版车型,凭借更高的路权、 兼顾载客和货运、更低的运营成本,成为商超配送、搬家服务等领域的"效率担当"。但参数表 上的数据是否真能转化为实际运营中的高效体验?今天我们跳出"纸上谈兵",从核心亮点解析 到真实路况试驾,带您全方位感受这款"创富神车"的硬核实力! 2024年11月27日,在北京举行的"谁是第一"商用车年度评选中,江铃E福顺凭借其卓越性能 和创新设计荣获了"2024年度第一期待新能源轻客"的称号。2024年12月13日,在新能源物 流车挑战赛中更是包揽6项大奖。2025 年初,江铃汽车更是精准把握新能源城配物流市场需 求,推出江铃E福顺明窗版,以8.73万元起的亲民价格,打破行业性价比天花板,同时搭载超 300 - ...
新能源轻卡惊现3亿元大单!
第一商用车网· 2025-05-19 07:03
近日,佛山市飞驰汽车科技有限公司在佛山市公共资源交易中心南海分中心组织的氢能车辆 运营平台采购项目中脱颖而出,成功中标500辆轻型燃料电池冷藏车采购包组,中标金额达 2.875亿元。此次中标不仅创下了公司本年度单笔订单金额新高,更以57.5万元的标杆性单 价,充分彰显了公司在氢能商用车领域强大的成本控制能力和领先的技术优势。 | | (包组一) | | | --- | --- | --- | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | 佛山市飞驰汽车科技有限公司 | 佛山市南海区里水镇红兴路2号(住所申报) | 575,000.00 | | | (包组二) | | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | | (包组三) | | | 投标人名称 | 投标人地址 | 中标单价(元/辆) | | 氢装前行汽车运营(佛山)有限公司 | 广东省佛山市南海区狮山镇信息大道力合科技园76栋106室 | 575,000.00 | | | | ( Ran -- ) | | | | | --- | --- | --- | --- | --- | --- | | 项目名称 | 采购标的 ...