6月份，重卡销量同比环比全面上涨，以9.4万辆、同比大增32%收官，可谓是大超预期。在 这个上半年的最后一个月份里，各家主流企业取得的成绩如何？跑赢"大盘"的企业多吗？ 请看第一商用车网带来的分析报道。 6月重卡"狂飙"9.4万辆，批发、终端全面上涨 根据第一商用车网最新掌握的数据，2025年6月份，我国重卡市场共计销售约9.4万辆（批发 口径，包含出口和新能源），环比今年5月上涨6%，比上年同期的7.14万辆上涨约32%。这 是重卡市场自今年4月份以来的同比三连涨，且涨幅逐月扩大——4月份销量同比增长6.5%， 5月份同比增长13.6%，6月份销量扩大至32%。而且，这也是重卡市场连续两个月实现环比 上升！ 9.4万辆放在最近几年来看，高于2022年6月（5.5万辆）、2023年6月（8.6万辆）和2024 年6月销量（7.1万辆），可以说是大超预期。累计来看，今年1-6月，我国重卡市场累计销量 约为53.53万辆，同比增长约6%。 作为"传统淡季"的6月份，重卡销量同比环比全面上涨、实现市场"大逆转"的首要原因，无疑 是环保政策。截止到5月底，几乎所有省市自治区的货车以旧换新细则都已完成落地，对重卡 新车 ...

Core Insights - SAIC Maxus has achieved significant sales growth, with June sales reaching 19,954 units, a year-on-year increase of 31%, and a total of 107,467 units sold in the first half of 2025, up 11.2% year-on-year [1] - The company is transitioning from a "tool attribute" to a "wealth creation ecosystem" strategy, focusing on optimizing total cost of ownership (TCO) for users [1][6] Sales Performance - In June, the Leap Forward light truck series saw a year-on-year sales increase of 132.9%, with a first-half growth of 89.1%, leading the urban logistics market [1] - The Danna model achieved remarkable sales in the light commercial vehicle sector, with 8,394 units sold in the first half of the year, a 66% increase year-on-year, and 2,270 units delivered in June alone, marking a 201% year-on-year growth [2] Market Expansion - SAIC Maxus is expanding its influence in overseas markets, with products now available in 73 countries and regions, establishing five major markets with over 10,000 units sold [3] - The company has achieved high market shares in Australia and Chile, and its electric commercial vehicles have received the highest safety ratings in Europe, enhancing the reputation of Chinese brands internationally [2][3] Strategic Initiatives - The launch of the "10 billion wealth creation fund" aims to reduce the purchase threshold for users, providing cash discounts, financial interest subsidies, and trade-in bonuses [5] - The integration of the logistics platform "Lingju" offers users seamless access to freight orders, transforming vehicles from mere tools to income-generating assets [5][7] Technological Collaboration - SAIC Maxus has partnered with Huawei to enhance smart driving experiences and operational efficiency, utilizing data analytics to optimize vehicle energy management and maintenance needs [7] - The strategic collaboration aims to lower hidden operational costs and improve overall vehicle value through advanced technology [7] Industry Impact - The strategic adjustments and initiatives by SAIC Maxus are not only driving its own growth but also facilitating a broader transformation in the Chinese commercial vehicle industry from a "manufacturing-driven" model to a "user value-driven" approach [8]

展出产品涵盖多场景、智能化、电动化的新品阵容，让金龙重汽成为本届煤博会一道靓丽风景 线。 携手卡尔动力，引领无人化运营风潮 本届煤博会，金龙重汽着重推出的这款与卡尔动力公司合作的前装量产双冗余L4级自动驾驶 新能源卡车，专为无人化货运场景开发，引起了行业各界的重点关注。 据了解，该车拥有包括5个激光雷达在内的20余个传感器，可实现360度多冗余覆盖，自研的 KargoBrain核心计算单元和KargoConnect核心通讯单元，具备1000TOPS超高算力和供 电、通信、制动的冗余设计。 近日，第十九届鄂尔多斯国际煤博会隆重开幕。本届煤博会集结了近3000家企业参展、参 会，既有世界500强、中国煤机装备制造企业50强，也有国家专精特新小巨人企业、煤机装备 制造供应链头部企业，全方位展示行业最新技术成果。 作为鄂尔多斯高新区2023年重点引进企业，金龙重汽携多款重磅新品震撼亮相，包括腾龙EV 6x4牵引车系列产品，翼龙4x2港拖牵引车，KD800 8x4充换电自卸车、KS800 8x4纯电搅 拌车，KL105E、KL135E两款新能源矿卡，以及与卡尔动力公司合作的前装量产双冗余L4级 自动驾驶新能源卡车。 作 ...

Core Insights - The "DANA" series from SAIC Maxus has become a phenomenon in the new energy light commercial vehicle market, with sales reaching 8,394 units in the first half of the year, a year-on-year increase of 66% [1][3] - The company has launched a 10 billion yuan entrepreneurship fund to reduce startup costs for young entrepreneurs, making the "DANA" vehicle a valuable asset for wealth creation [3][10] - The "DANA" vehicle features unique design elements that cater to young entrepreneurs, including a three-seat layout, high cargo space utilization, and fast charging capabilities [3][4] Market Positioning - SAIC Maxus is strategically positioning itself to replicate the success of the "DANA" phenomenon across various segments, including pickups and MPVs [2][8] - The company has established a new commercial vehicle division to streamline decision-making and respond quickly to market changes [5] Safety and Technology - The "DANA" vehicle has achieved the highest safety rating from Euro NCAP for commercial light vehicles, enhancing its market appeal [4] - A strategic partnership with Huawei has led to advancements in smart connectivity and cloud services, marking a shift towards integrated solutions in commercial vehicles [6] Ecosystem Development - SAIC Maxus is building a comprehensive ecosystem that integrates vehicles, cargo, personnel, and data to optimize operational efficiency and create additional value for users [7] - The company aims to redefine the commercial vehicle landscape by focusing on value rather than price competition, particularly in the pickup segment [8][9] Global Expansion - The "DANA" series and other SAIC Maxus vehicles are gaining traction in international markets, with notable sales in regions such as the Americas, Middle East, and Europe [9] - The brand has been recognized as a significant player in the globalization of Chinese brands, ranking 25th in the Kantar BrandZ list [8][9]

转眼2025年已经过半。上半年，加速老旧营运货车报废更新、推动货运市场合规运营、推动"司机之家"建设等政策进入有条不紊的实 施阶段。那么，7月份，又有哪些影响商用车行业的新规将实施？ 全国政策 工信部：《重型商用车辆燃料消耗量限值》实施 7月1日起，GB30510-2024《重型商用车辆燃料消耗量限值》将正式施行。相比于GB30510-2018，新规更改了车型综合燃料消耗 量测定方法、增加了混凝土搅拌运输车燃料消耗量限值适用要求、更改了车型燃料消耗量限值、增加了与限制对应的CO₂排放量的计算 方法、更改了生产一致性要求、增加了同一型式判定条件等。 交通部：开展高速公路服务区"司机之家"标准化规范化提升行动 5月27日，交通运输部办公厅、中华全国总工会办公厅印发《关于开展高速公路服务区"司机之家"标准化规范化提升行动的通知》，提 出扩大覆盖范围、推进标准化建设、推出规范化服务、加强停车休息安全保障、开展关爱帮扶活动、加强线上推广应用等六大任务；6 月19日，交通运输部运输服务司联合中国海员建设工会召开全国高速公路服务区"司机之家"标准化规范化提升行动视频推进会，明确优 先在货车流量大的服务区进行建设改造、合理规 ...

"做生意就是交朋友，只有大家都信任你，才会有更多的机会。而零一汽车，不论从产品还是 服务方面来看，确实是一个值得信赖的品牌。" 从建材供应商到砂石料、钢铁运输企业的管理者，再到成立河南辰龙新能源有限公司（下 称"辰龙新能源"），成为零一汽车经销商，伴随身份标签的累加，刘洋对于名下生意能够横跨 几个行业，也有着自己的深刻理解。在新能源快速导入商用车行业的大背景下，为何他能够率 先享受新能源重卡带来的时代红利？零一汽车又为其取得经营上的成功，带来了哪些增益？今 天，让我们一起听听他的故事。 在他看来，选择新能源重卡并不完全是出于政策的要求，更多的还是考虑到电动重卡在实际运 营方面的低成本优势。起初，辰龙新能源也是在经过小批量的试运营后，公司才快速完成了新 能源重卡对燃油车辆的全部替代。而车辆高出勤与高可靠带来的不仅是辰龙新能源市场竞争力 的强化，更让公司的经营效益上了一个台阶。 轻松适应多工况 领先技术成可靠保障 事实上，经过前期的市场培育，眼下电动重卡的经济性已经被市场普遍认可，但是，运输企业 大批量换装电动重卡的并不多见。原因在于，电动重卡的场景适应性让想要换装新车的经营者 们望而却步。他们认为，电动重卡的续 ...

在市场规模微增、新能源替代加速、消费需求升级及国际竞争加剧的行业背景下，中国商用车 市场正加速洗牌。2025年上半年，上汽大通MAXUS以"爆品驱动销量"，6月热销19,954 辆、同比激增31％。半年累计销量达107,467辆、同比增长11.2%，新能源车型同比增长 69%。跃进轻卡系列6月销量同比大增132.9%，上半年同比增长89.1%，以强劲增速领跑城 配物流市场；"创富神车"大拿成为商用车新能源转型的标杆爆品，进一步夯实上汽大通"中国 轻客第一品牌"的市场地位。 跃进轻卡在新能源化转型的道路上"一路跃进"。以"用户需求导向＋技术驱动创新"发展模 式，全面深化产业协同。跃进轻卡抢抓新能源赛道商机，构建规模化、高品质、更节能的电动 轻卡生态，实现6月销量翻番，同比大增125.2%，带动上半年同比增长63.1%，成为城配物 流市场黑马。 全品类协同增长，单日交付创新高。上半年，上汽大通在各个细分市场，展现强劲势头。4月 成为皮卡圈环比增长最快的品牌，5月成为轻客市场唯一同环比双增的品牌，6月，上汽大通 单日交付量与大拿单日交付量双双创新高，保持良好增长态势。"全球唯一10 万级混动 MPV"G50混动领衔 ...

资本市场"南京板块"再传捷报。继6月23日药捷安康（南京）科技股份有限公司成功登陆港交所 后，一周后的6月30日，南京司凯奇汽车科技有限公司（以下简称"南京司凯奇"）通过与境外特殊目的 并购公司Finnovate Acquisition Corp.合并，实现在美国纳斯达克证券交易所上市，股票代码SCAG， 首日收盘价9美元，总市值8.51亿美元。由此，南京司凯奇成为今年第一家在美股上市的南京企业，也 是今年南京第二家上市公司，南京境内外上市企业增至164家。 南京司凯奇成立于2019年6月，总部位于雨花台区的中国（南京）软件谷，是国内领先的零排放技 术提供商，致力于通过其先进的重型新能源商用车产品组合及创新的清洁燃料系统，加速推动全球商用 交通脱碳转型。通过与顶级车企的战略合作及严格的质量管理体系，南京司凯奇提供智能化、高性能的 新能源车辆，广泛服务于物流、矿产及港口运输等场景。 企业在新一代重型新能源商用车的设计、生产与测试方面拥有成熟经验，代表产品包括龙王Ⅱ插电 式混合动力自卸卡车、银河Ⅱ插电式混合动力卡车以及自动驾驶牵引车。凭借其对清洁能源和未来出行 的前瞻性思考，南京司凯奇正积极引领重型商用车行业向可 ...

Core Insights - The launch of the new strategic model, Yuan Cheng Xing Xiang V7E, represents a significant technological advancement in the new energy commercial vehicle industry, addressing market pain points with its four core advantages: true capacity, true performance, true safety, and true drivability [1][2] Product Innovation - The V7E breaks through industry limitations by offering a cargo space of 7.5 cubic meters, surpassing competitors that typically provide 6-7 cubic meters, and achieves a class-leading payload of 1.5 tons [3] - The vehicle features a 51.4 kWh battery that provides a range of 375 kilometers under CLTC conditions, and its 2C liquid-cooled fast charging technology allows for a 10-minute charge to achieve 2 hours of driving [3] - The V7E is designed to address urban and intercity transport needs, providing a comprehensive energy solution that emphasizes cost reduction and efficiency [3] Safety and Intelligence - The V7E includes over 18 intelligent configurations, with the PEB system enhancing safety by expanding rear detection range and automatically braking in collision risk scenarios, significantly improving upon traditional systems [4] - Future global versions of the V7E will incorporate dual Orin 500TOPS computing platforms to support advanced driving scenarios and L4 autonomous driving capabilities [4] Technological Foundations - The Yuan Cheng VAN platform leverages the "passenger-commercial synergy" concept, sharing safety, lightweight, and intelligent technologies from Geely's passenger vehicle sector to enhance commercial vehicle quality [5] - The company has developed core technologies such as the Xuanwu powertrain and battery systems, and is pioneering a dual energy strategy of "methanol-hydrogen + electric" to address the limitations of pure electric commercial vehicles [5][6] - The GXA-M intelligent architecture enables flexible integration of various systems, paving the way for applications in smart logistics, recreational vehicles, and customized ride-hailing services [6] Industry Transformation - The launch of the V7E signifies a pivotal moment in the transformation of China's commercial vehicle sector towards electrification and intelligence, aiming for high-quality development driven by core technology autonomy and innovative scenarios [6]

Core Viewpoint - Toyota and Daimler Trucks have reached a final agreement to merge their subsidiaries, Hino Motors and Mitsubishi Fuso Truck and Bus Corporation, by April 2026, aiming to create a new holding company and list it on the Tokyo Stock Exchange, significantly impacting the competitive landscape of Japan's commercial vehicle sector [2][3]. Group 1: Merger Details - Toyota currently holds 50.11% of Hino, while Daimler Trucks owns 89.3% of Mitsubishi Fuso. The new holding company will be jointly owned, with both companies holding 25% of the shares, but with differing voting rights [3]. - The new company will be headquartered in Tokyo, employing over 40,000 staff, with Karl Deppen, the current CEO of Mitsubishi Fuso, appointed as CEO of the new entity [3]. - The merger aims to enhance competitiveness in the global commercial vehicle market by integrating resources and maintaining brand and sales networks in Japan and overseas [8]. Group 2: Background and Challenges - The merger follows a scandal involving Hino's falsification of engine emissions and fuel efficiency data, which severely impacted its financial performance, leading to significant losses in fiscal years 2021 and 2022 [4]. - Hino faced collective lawsuits in multiple markets, including the U.S. and Australia, but reached a $1.2 billion settlement with the U.S. Department of Justice in January 2025, allowing merger negotiations to progress [5]. - The merger is seen as a strategic response to the urgent need for the commercial vehicle industry to transition towards electrification and automation, with significant investments required to remain competitive [8]. Group 3: Strategic Implications - The merger is viewed as a critical move for Japan's automotive industry to adapt to global supply chain restructuring, aiming to enhance bargaining power and risk resilience in the market [9]. - Both companies plan to collaborate on next-generation technologies, including decarbonization and autonomous driving, leveraging Toyota's e-TNGA electric platform and fuel cell technology [9]. - The merger is expected to solidify Japan's position in traditional markets like Southeast Asia and the Middle East, especially in light of the rapid expansion of Chinese commercial vehicle brands [10].