在安全与智能化方面，车辆配备全方位主动、被动安全系统，并依托先进车联网技术实现行车全程监 控。此外，企业还联合日本丰田核心燃料电池部件，开发无人驾驶氢能重卡，推动跨省智能物流氢能编 组运输。目前，其试制样车已出口至德国、西班牙、墨西哥、迪拜等市场，并获中国香港客户认可，累 计收获五款车型生产订单。 图为发车仪式现场。尚虹波 摄 据介绍，圆速蒙泰的崛起，是呼和浩特市打造"中国西北氢谷"的重要支撑。呼和浩特经济技术开发区通 过政策扶持、技术突破与生态协同，推动企业成为区域产业升级标杆。其母公司蒙泰集团作为内蒙古民 营经济领军企业，2024年营收达498亿元，位列中国民营企业500强第252位，旗下铝材产业更为圆速蒙 泰提供了稳定的低成本原材料支持。 "未来我们将聚焦智能驾驶与绿色物流，以技术创新降低行业成本。"圆速蒙泰总经理张舵表示，企业将 持续探索TaaS(运输即服务)模式，助力中国新能源商用车走向世界，为全球碳减排提供"中国方案"。 (尚虹波) 原标题；中德日技术赋能 呼和浩特首批智能氢电重卡下线 5月17日上午，内蒙古呼和浩特经济技术开发区内，一辆辆崭新的智能氢电重卡缓缓驶出圆速蒙泰智能 氢电商用车有限公司 ...

Core Viewpoint - The article highlights the rapid growth and development of the new energy commercial vehicle market, emphasizing the increasing penetration rates and supportive government policies aimed at promoting electric and hydrogen fuel vehicles [3][6][10]. Industry Data - In March 2025, the sales of new energy heavy-duty trucks reached 15,433 units, representing a year-on-year increase of 181%, with a penetration rate of 19.82% [6]. - The top 10 companies in new energy heavy-duty truck sales for the first quarter of 2025 include XCMG and Jiefang, with XCMG selling 5,028 units [6][7]. - The penetration rate of new energy heavy-duty trucks has shown a consistent upward trend, with significant growth observed across various vehicle categories [6][7]. Policy and Regulations - Chongqing's Economic and Information Commission has proposed a reward system for the construction of ultra-fast charging infrastructure, with funding incentives based on performance ratings [5][14]. - Shenzhen has initiated a subsidy program for the scrapping and replacement of old commercial vehicles, offering up to 140,000 yuan for eligible vehicles [5][8]. - New regulations in Jining require new residential buildings to include charging facilities for electric vehicles, ensuring a 100% installation rate [8][11]. Company Developments - Foton Motor has launched the new national standard new energy logistics vehicle in collaboration with CATL, focusing on fast charging and user-friendly features [25]. - Baettr has introduced a comprehensive solution for solid-state battery materials, marking a significant advancement in next-generation battery technology [20]. - Huawei Digital Energy showcased its integrated ultra-fast charging solutions at the Shanghai International Charging and Energy Storage Exhibition, highlighting a breakthrough in charging technology [22]. Market Trends - The article notes a shift towards electric and hydrogen fuel vehicles in the logistics sector, with companies like Long-distance New Energy Commercial Vehicles collaborating with local governments to promote eco-friendly transportation solutions [19]. - The introduction of advanced technologies such as V2X and intelligent driving systems in new energy vehicles aims to enhance user experience and operational efficiency [26].

Core Viewpoint - Jiangling E Fushun has emerged as a "dark horse" in the new energy commercial vehicle market, winning the "2024 Annual First Expected New Energy Light Bus" award due to its high cost-performance ratio and adaptability to various scenarios [1][2]. Group 1: Market Performance and Recognition - Jiangling E Fushun won the "2024 Annual First Expected New Energy Light Bus" award at the annual evaluation ceremony held on November 27, 2024, in Beijing [1]. - The vehicle also secured six awards at the New Energy Logistics Vehicle Challenge on December 13, 2024, highlighting its competitive edge in the market [1]. - With a starting price of 87,300 yuan and a range of 300-350 kilometers, Jiangling E Fushun has set a new benchmark for cost-performance in the industry [1]. Group 2: User Pain Points in Urban Distribution - Drivers in urban logistics face significant challenges, including frequent recharging due to insufficient battery life, which can reduce daily delivery capacity from 10 to 6-7 orders, leading to decreased income [4]. - Fuel vehicles incur high operational costs, with expenses reaching 0.8-1 yuan per kilometer, while electric vehicles often fail to significantly lower these costs [4]. - The design of traditional vehicles complicates loading and unloading, especially for large items, and high noise levels (up to 70 dB) contribute to driver fatigue and safety risks [4]. Group 3: Features of the E Fushun Ming Window Version - The E Fushun Ming Window version features a full glass window design for improved lighting and visibility, accommodating various transport needs [6]. - It offers a cargo volume of 7.1-10 cubic meters, surpassing competitors by approximately 1 cubic meter, and includes side sliding doors for easier access in narrow spaces [6]. - Equipped with a CATL battery, it provides a range of 300-350 kilometers, with a low energy consumption of 15.8 kWh per 100 kilometers, translating to just 0.08 yuan per kilometer [6]. Group 4: User Benefits and Support - Jiangling offers attractive promotional policies for E Fushun users, including a zero down payment and interest-free financing option, which alleviates financial pressure [8]. - A 3,000 yuan subsidy for vehicle replacement or purchase encourages upgrades, enhancing operational efficiency [8]. - The lifetime free maintenance policy ensures vehicles remain in optimal condition, reducing long-term costs for users [8]. Group 5: Industry Impact and Future Outlook - The E Fushun Ming Window version is revolutionizing urban logistics operations with its low energy consumption, high load capacity, and adaptability to various scenarios, marking it as an "efficiency revolutionizer" in the sector [10]. - As the new energy commercial vehicle market shifts from policy-driven to demand-driven, the E Fushun model is positioned to reshape industry standards and meet user needs effectively [10].

Market Overview - The penetration rate of new energy commercial vehicles has shown an upward trend, with significant increases in the sales of new energy medium and heavy trucks, light trucks, and light buses. However, the penetration rate for large and medium buses has slightly decreased to 48.68% [6][8]. - The sales distribution of various new energy commercial vehicle models indicates a gradual increase in the market share of medium and heavy trucks, while light buses and microbuses have seen fluctuations in their sales proportions [7][8]. Policy and Regulations - The Sichuan Province has implemented a temporary management measure for the recycling and utilization of used power batteries, effective from June 1. This measure mandates that used batteries be handed over to recycling service points or comprehensive utilization enterprises, promoting a multi-functional regional center for battery recycling and utilization [5][9]. - The Shanxi Province has released guidelines for the construction of battery swap stations for pure electric chassis-based vehicles, detailing technical requirements for site selection, power supply systems, and safety standards [5][9]. Company Developments - Changan Kaicheng has launched the V919, a new smart logistics vehicle, with a starting price of 119,900 yuan. This vehicle is positioned as a leading product in the smart new energy commercial vehicle sector [15]. - Weichai Power has introduced the new generation of pure electric small trucks, the Weichai Blue Qiang X1, aimed at urban logistics scenarios, emphasizing efficiency and green solutions [15]. - The launch of the Remote Super VAN at the Birmingham Commercial Vehicle Show showcases its capabilities in logistics and urban distribution, including models equipped with intelligent refrigeration systems [17]. Sales Performance - SAIC Maxus reported a 71% year-on-year increase in domestic sales of its light commercial new energy vehicles from January to April, with the penetration rate rising from 19% to 30% [20]. - Proton Motors achieved a record monthly order of over 1,000 units in April, indicating strong market demand and growth potential for its new energy heavy trucks [19].

Market Overview - The sales of new energy commercial vehicles reached 78,047 units in March 2025, a 50.39% increase compared to the same month last year, with a penetration rate of 22.29% [6] - For the first quarter of 2025, total sales were 159,998 units, representing a 66.06% increase year-on-year, with a penetration rate of 20.18% [6] Policy Developments - The Ministry of Transport and ten other departments released guidelines to promote the integration of transportation and energy, aiming for non-fossil energy installations along transport routes to exceed 5 million kilowatts by 2027 and for pure electric vehicles to become mainstream by 2035 [5][10] - The National Energy Administration announced measures to support the development of the private sector in the energy field, including the promotion of virtual power plants and smart microgrids [5][9] Industry Data - The sales of electric trucks surged by 78.04% year-on-year in March 2025, with a penetration rate of 15.69% [6] - Heavy-duty trucks saw a remarkable increase of 180.91% year-on-year, with a penetration rate of 19.82% [6] Company Developments - Jianghuai Automobile launched the ES9 new energy light truck in Shenzhen, targeting the logistics market with its performance and efficiency [15] - Huawei Digital Energy aims to achieve a "ten kilometers per kilowatt-hour" standard, enhancing the electric vehicle experience [19] - Weir Electric achieved a significant breakthrough in the industrialization of its X-PIN stator line, with daily output surpassing 800 units and a yield rate exceeding 92% [19] Infrastructure Initiatives - The Chengdu government issued policies to enhance electricity supply capabilities, promoting smart charging facilities [8] - The guidelines emphasize the construction of charging and hydrogen stations to support the transition to clean energy vehicles [13] Export Performance - BYD led the export of new energy buses in Q1 2025, with 945 units sold, marking a 55.43% year-on-year increase and capturing a market share of 31.53% [19]

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0100期 2025年4月第4周) ll 自录 CONTENTS 僵）行业数据 · 市场：市场：新能源商用车销量与渗透率 企业团公 · 飞碟汽车:大电量混动轻卡"飞碟漫天飞"上市 供应链 政策法规 · 宁德时代：续航突破1500km 宁德时代发布全新电池技术 · 采埃孚：采埃孚亮相上海车展，将强化本地化战略 · 天津滨海新区持续推进充电基础设施建设 天津市滨海新区近日发布《关于进一步做好居民区新能源汽车 充电基础设施建设和管理的通知》, 这是天津市首个系统性推 进居民区充电基础设施建设管理的政策文件。根据通知,新建 小区固定车位100%建设充电基础设施或预留安装条件,同时鼓 励将充电基础设施纳入老旧小区基础类设施改造范围,要求第 季度开展全区范围内车位产权及充电基础设施接入能力摸排, 对于具备接入条件的小区,简化居民充电基础设施报装流程。 遂宁市政府印发《遂宁市充电基础设施建设运营管理试行意见》 近日，遂宁市人民政府办公室关于印发《遂宁市充电基础设施 建设运营管理试行意见》的通知,通知指出:住宅小区。新建 居住社区固定车位充电基础设施10 ...

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0099期 2025年4月第3周) ▌自录 CONTENTS 僵）行业数据 · 市场:市场:新能源轻卡开局表现强势 企业园 · 远程:醇电时代 冠军升级,远程星智H9M华中区域上市 世 政策法规 · 耐世特:耐世特推出线控制动系统 思特威：思特威推出3MP高性能车规级CMOS图像传感器新品 SC360AT GB 38031－2025《电动汽车用动力蓄电池安全要求》强制性国 家标准 工业和信息化部组织制定的强制性国家标准《电动汽车用动力 蓄电池安全要求》 (GB38031—2025) 近日发布，将于2026年 7月1日起开始实施。新标准主要修订了热扩散测试的技术要求， 由"着火、爆炸前5分钟提供热事件报警信号"修订为"不起火、 不爆炸(仍需报警),烟气不对乘员造成伤害" ,讲一步明确 上下电状态、观察时间、整车测试条件。 了待测电池温度要求、 同时,新标准新增底部撞击测试,考查电池底部受到撞击后的 防护能力;新增快充循环后安全测试,300次快充循环后进行外 部短路测试,要求不起火、不爆炸。 两部门联合印发《加快推进虚拟电厂发展的指导意见》 ...

点击蓝字 关注我们 僵）行业数据 · 市场：市场：新能源中重卡迎来强势开局 企业团公 · 比亚迪:场景化电动轻卡再升级,比亚迪轻卡T5劲享版上市 111 NVE14 政策法规 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0098期 2025年4月第2周) ▌自強 CONTENTS 东风: 东风车规级MCU芯片DF30完成第一次流片 计划明年量产 上市 谷歌：谷歌发布Android Auto 14.0更新，界面优化并准备车机版 Gemini Al 重庆市人民政府办公厅发布《重庆市新能源汽车便捷超充行动 计划(2024-2025年)》 到2025年,按照"智能便捷、适度超前"的建设原则,中心城 区实现超充基础设施密集布点,建成超充站1340座;主城新区 及万州区实现超充基础设施合理布局和场景全覆盖,建成超充 站430座;两群地区实现超充基础设施基本覆盖,建成超充站 100座;高速公路服务区实现超充基础设施全覆盖,建成超充站 170座。全市建成超充站2040座,建成超充桩4000个。 四川省商务厅等9部门印发《四川省推动汽车后市场高质量发展 的实施方案》 《通知》提到，完善汽车基础设施配套。优化城乡充电设备 ...

Core Insights - The article highlights the rapid growth of the new energy commercial vehicle market in China, with significant increases in sales and penetration rates, driven by supportive government policies and technological advancements [6][7]. Industry Data - In February 2025, the domestic sales of new energy commercial vehicles reached 50,000 units, with a penetration rate of 18.81%, marking a year-on-year growth of 184.8% [6]. - The total sales of new energy commercial vehicles from 2021 to 2025 show a consistent upward trend, with 2025 projected to reach 60,700 units, reflecting a year-on-year increase of 71.4% [7]. Policy and Regulations - The Ministry of Transport and the Ministry of Ecology and Environment jointly issued a notice to strengthen highway planning and environmental assessment, promoting the use of new energy vehicles and machinery to combat air pollution [5][16]. - Gansu Province announced a subsidy of up to 192,000 yuan per vehicle for new energy city buses, with varying amounts based on vehicle length [11]. Company Developments - Fei Die Automotive launched the EW7 series in Kunming, receiving 1,200 orders, indicating strong market demand [18]. - Longpan Technology held its first global technology release, showcasing innovations in lithium battery technology and cooling solutions [21]. - Dongfeng Commercial Vehicle signed a strategic cooperation agreement for 700 new energy transport vehicles, emphasizing efficiency in logistics [20]. Market Trends - The article notes a significant increase in the adoption of new energy vehicles in public transportation, with various provinces implementing substantial subsidies to encourage the transition [11][12]. - The trend towards electrification in the commercial vehicle sector is evident, with multiple companies introducing new electric models and expanding their product lines [19][21].

Core Viewpoint - The article discusses the strong growth and policy support for the new energy commercial vehicle industry, particularly focusing on the sales performance of new energy medium and heavy trucks and the impact of government policies on the market [2][5][6]. Industry Data - New energy medium and heavy truck sales reached 7,440 units in January 2025, representing a year-on-year increase of 96%, with a penetration rate rising to 19.39% [6]. - The top-selling companies in January 2025 included XCMG with 1,234 units sold, followed closely by Jiefang [6]. - Shanghai led the regional sales with 924 units sold [6]. Policy and Regulations - On March 18, 2025, the Ministry of Transport, National Development and Reform Commission, and Ministry of Finance jointly issued a notice expanding the "old-for-new" policy for outdated operational trucks to include those meeting the National IV emission standards, with natural gas vehicles also eligible for subsidies [5][9]. - The subsidy standards vary based on vehicle type, scrapping time, and the type of new vehicle purchased, with the policy effective throughout 2025 [9][14]. - The Shenzhen municipal government announced plans to accelerate the "old-for-new" program, aiming to replace approximately 16,000 vehicles by the end of 2025, with subsidies of up to 80,000 yuan for new energy vehicles [10]. Company Dynamics - Jianghuai Automobile is set to launch its new energy light truck ES9 on March 20, 2025, which is expected to lead the industry with its advanced features [19]. - Times New Energy has successfully delivered its first batch of cold chain transport vehicles, showcasing the efficiency and environmental benefits of electric drive systems [16]. - Geely's remote division has partnered with Didi and Weiyou Technology to deliver 6,000 customized new energy commercial vehicles [16]. Supply Chain Developments - CATL is developing a second-generation sodium battery, which is expected to have performance metrics close to lithium iron phosphate batteries, potentially offering cost advantages [27]. - NIO and CATL have signed a strategic cooperation agreement to build a comprehensive battery swap network, enhancing their partnership through technology and capital collaboration [27].