乘联分会：5月份皮卡市场销售5.2万辆，同比增长13.6%，环比降低8.1% 金十数据6月16日讯，乘联分会发布2025年5月皮卡厂商批发销量排名快报，数据显示，5月全国皮卡生 产5.17万辆，同比2024年5月增20.8%，1-5月皮卡生产25.5万辆同比增23.4%；2025年5月份皮卡市场销售 5.2万辆，同比2024年5月增13.6%，环比上月降8.1%，处于近5年的高位水平。2025年1-5月份皮卡市场 销售25.8万辆，同比2024年1-5月增18.2%。（乘联分会） 相关链接 ...

Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, focusing on production, sales, exports, and the rise of new energy pickups. Production and Sales - In May 2025, national pickup production reached 51,700 units, a year-on-year increase of 20.8% compared to May 2024. From January to May 2025, production totaled 255,000 units, up 23.4% year-on-year [2] - Pickup sales in May 2025 were 52,000 units, reflecting a year-on-year increase of 13.6% but a month-on-month decrease of 8.1%. Cumulatively, sales from January to May 2025 reached 258,000 units, up 18.2% year-on-year [2] - Great Wall Motors continues to lead the domestic pickup market, with significant performances from Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2] Export Performance - The overall pickup truck export industry in China showed robust growth, with May 2025 exports at 28,600 units, a year-on-year increase of 23% but a month-on-month decrease of 2%. From January to May 2025, exports totaled 132,000 units, up 47% year-on-year [3] - The export share of pickups in total national sales rose from 45% in 2024 to 55% in May 2025, and 51% from January to May 2025, indicating a strong international demand for Chinese pickups [3] - Several manufacturers, including JAC Motors, BYD, Changan, Great Wall, and SAIC Maxus, have significantly increased their export volumes, with some companies exporting over half of their total pickup sales [3] New Energy Pickups - In 2024, the sales of new energy pickups reached 21,200 units, marking a 170% year-on-year increase. In May 2025, sales were 7,900 units, a staggering year-on-year growth of 503% and a month-on-month increase of 22% [4] - Cumulatively, from January to May 2025, new energy pickup sales reached 34,000 units, reflecting a 1038% increase year-on-year [4] - Major contributors to the new energy pickup market include BYD, with 4,572 units sold, and other brands like Geely and Zhengzhou Nissan also showing significant sales figures [4] Overall Market Insights - The pickup market is primarily driven by demand in the Southwest and Northwest regions of China, which account for approximately 45% of total demand [2] - The rise of new energy pickups is expected to further enhance market growth, with cities like Shenzhen and Guangzhou showing strong demand for electric pickups [2][4]

Core Viewpoint - The traditional peak season for the automotive industry has ended, leading to a sales lull, yet the pickup truck market remains competitive with notable developments in May [1][3]. Group 1: Market Rankings - In May 2025, the "Pickup Truck Influence Index" ranked the top ten brands as follows: Changan, Great Wall, Jiangxi Isuzu, Zhengzhou Nissan, Radar, Ford, JAC, JMC, Foton, and SAIC Maxus, with a total score of 1548, reflecting a month-on-month decline of 4.6% but a year-on-year increase of 10.7% [5][6]. - Changan topped the rankings with a score of 279, followed by Great Wall with 255, and Jiangxi Isuzu with 174 [2][5]. Group 2: Product Launches and Innovations - Radar emerged as a significant player in May, regaining its position in the top five due to the launch of two hybrid models, the Radar King EM-P and Radar Horizon EM-P, which sparked interest in the new energy pickup segment [7][11]. - Zhengzhou Nissan launched the "Smart Electric Hybrid New Generation" Z9 GE PHEV, offering two pure electric range options and seven configurations, priced between 156,900 to 219,900 yuan [9]. - The new JMC Yuhu was unveiled, featuring a 2.5T engine with a maximum power of 123 kW and a peak torque of 430 Nm, designed for high performance in various driving conditions [13]. Group 3: Global Expansion and Market Strategy - Changan's pickup, the Raptor, became the best-selling pickup in Kazakhstan in April 2025, achieving a market share of 26.8%, highlighting its strong product capabilities and global strategy [22][26]. - Great Wall's products have successfully entered markets in Peru and Australia, with the 2.4T Great Wall Cannon and the hybrid Mountain Sea Cannon Hi4-T being key models for expanding their global footprint [27]. - JMC delivered 12 units of the Dada pickup to HODAGRI in Kuwait, marking a significant step in enhancing its brand influence in the Middle East [29]. Group 4: Market Trends and Future Outlook - The pickup market in May showcased a strong trend towards hybrid technology, improved fuel performance, and core technological advancements, indicating a diversified development trajectory [17][30]. - Despite being in a traditional off-season, the pickup market remains vibrant, with shifts in brand rankings and increased visibility for hybrid products, suggesting ongoing progress in the sector [32].

Core Viewpoint - Zhengzhou Nissan officially launched its new "smart electric hybrid" Z9 GE PHEV during the "Duanwu Wonderful Tour" event, showcasing a blend of traditional culture and modern technology [1][3]. Product Launch - The Z9 GE PHEV offers two versions with electric ranges of 60 km and 135 km, and is available in seven configurations with a price range of 156,900 to 219,900 yuan [1]. - The vehicle features a unique external discharge function, allowing it to act as a "mobile power station" for various outdoor activities [4][6]. Technological Innovation - The event utilized MR (Mixed Reality) technology to connect traditional culture with modern electric hybrid technology, providing an immersive experience for attendees [3]. - The Z9 GE PHEV is equipped with a multi-source energy system, including electric, oil, and hybrid modes, which enhances fuel efficiency and reduces operational costs [10]. User Experience - The interior of the Z9 GE PHEV is designed for luxury and comfort, featuring Nappa leather seats with multiple adjustments and a panoramic sunroof, enhancing the camping experience [10]. - The vehicle supports various outdoor activities, transforming into a cinema or music venue, and is equipped to power appliances like refrigerators and coffee machines [6][8]. Cultural Integration - The event featured the character "Tang Xiaomei" from the "Tang Palace Night Banquet" IP, who engaged with the vehicle's smart features, highlighting the synergy between traditional culture and modern technology [11][13]. - Zhengzhou Nissan emphasizes the importance of cultural resonance and user needs in its product development, aiming to lead the electric transformation in the pickup market [16]. Industry Leadership - Zhengzhou Nissan positions itself as a leader in the Chinese pickup industry, leveraging its parent company Dongfeng's advantages in the new energy sector and Nissan's global manufacturing expertise [15][16].

Core Viewpoint - The launch of Geely Radar's two new electric hybrid pickup trucks, the Jingang EM-P and the Dihorizon EM-P, is expected to disrupt the pickup market by addressing user concerns regarding range, efficiency, power, and load capacity, thereby enhancing Geely Radar's market share in the electric pickup segment [1][19]. Group 1: Product Launch and Pricing - Geely Radar introduced two electric hybrid pickup models in Chengdu, with prices set at 139,800 RMB for the Jingang EM-P and 149,800 RMB for the Dihorizon EM-P, with an additional 2,000 RMB for the long box version of the Jingang [1]. - The new models aim to resolve various user pain points associated with electric pickups, such as range and efficiency, positioning them as benchmark products in the market [1][19]. Group 2: Super Electric Hybrid System - The vehicles are equipped with the Raytheon EM-P super electric hybrid system, which integrates multiple innovative technologies, including a 1.5T hybrid engine and dual electric motors, achieving a 0-100 km/h acceleration in just 6.3 seconds [4][6]. - This system has received the first S-class reliability certification for hybrid systems in China, surpassing national standards, and is already being used in other popular Geely models [6] . Group 3: Performance and Safety Features - The super electric hybrid system provides a maximum power output of 260 kW (approximately 354 horsepower) and a peak torque of 914 Nm, enabling a maximum climbing ability of 65% with a load of 0.5 tons [11]. - The vehicles feature a robust safety design, including a high-strength steel body and advanced safety systems, which enhance stability and crash protection [11][13]. Group 4: Cost Efficiency and User Benefits - The Jingang EM-P and Dihorizon EM-P offer significant cost savings, with a combined fuel consumption of just 1.5 liters per 100 km, making them the most fuel-efficient electric hybrid pickups in China [15]. - The vehicles are exempt from certain taxes and enjoy special road privileges, further enhancing their appeal to consumers [15]. Group 5: Intelligent Features and Ecosystem - The Dihorizon EM-P includes advanced smart features such as a large touchscreen interface, L2-level driver assistance, and a comprehensive entertainment system, making it user-friendly [17]. - Geely Radar's strategy focuses on using electric hybrid technology as a foundation to transform the performance architecture and usage scenarios of pickups, promoting a shift from traditional fuel vehicles to a broader range of electric applications [17][19].

Core Insights - The launch of Geely Radar's Horizon EM-P and King Kong EM-P electric hybrid pickup trucks addresses consumer demand for fuel efficiency, particularly among pickup users [2][3] - The vehicles are built on the M.A.P. Radar Hanhai new energy pickup platform and utilize the Thor EM-P super electric hybrid system, offering advantages in power, safety, drivability, cost-effectiveness, and intelligence [2] - The Thor EM-P super electric hybrid system provides a maximum power of 260 kW and a peak torque of 914 N·m, with a system efficiency of up to 97% [2] Cost Efficiency and Market Potential - Geely Radar's market philosophy emphasizes that "electric is cheaper than fuel," with the ability to achieve "oil-electric parity" and save users over 10,000 yuan due to tax exemptions [3] - The new pickups have a combined fuel consumption of only 1.5 liters per 100 km and a fuel consumption of 6.4 liters when depleted, saving over 0.3 yuan per kilometer compared to traditional fuel pickups [3] - The electric hybrid pickups also benefit from green license plates, allowing them to use green channels and avoid highway fees, further reducing transportation costs [3] Industry Growth and Future Outlook - In the first quarter of this year, sales of new energy pickups increased by 180% year-on-year, with March seeing a remarkable 220% growth [3] - Industry experts view plug-in hybrid pickups as a significant growth opportunity, highlighting their low cost and long range as key advantages [3] - The launch of the super electric hybrid pickups marks a milestone for Geely Radar in the new energy pickup sector, reshaping the performance architecture and usage scenarios of pickups [3]

Group 1 - In April 2025, the national pickup truck production reached 52,000 units, representing a year-on-year increase of 18.8% [1] - The sales of pickup trucks in April 2025 amounted to 50,000 units, showing a year-on-year growth of 14%, but a month-on-month decline of 13% [1] - For the period of January to April 2025, the total pickup truck production was 184,000 units, which is a year-on-year increase of 12.2% [1] Group 2 - The total sales of pickup trucks from January to April 2025 reached 188,000 units, reflecting a year-on-year growth of 9% and marking the highest level in history [1]

Group 1: Overall Market Analysis - The national pickup truck production in April 2025 reached 52,000 units, a year-on-year increase of 18.8%, while the sales for the same month were 50,000 units, up 14% year-on-year, marking a historical high for April [2] - The pickup truck market is primarily driven by demand in the Southwest and Northwest regions, which accounted for approximately 48% of total demand in April 2025 [2] - The overall pickup truck market is showing signs of recovery post-pandemic, with a notable increase in domestic demand despite challenges in the real estate sector [8] Group 2: Export Performance - In 2024, the total pickup truck exports reached 233,000 units, representing a growth rate of 76%. In April 2025, exports were 24,000 units, up 20% year-on-year [3] - The export share of pickup trucks in total sales was 45% in 2024 and remained high at 44% in April 2025, indicating strong international demand for Chinese-made pickups [3][11] - Major players like Great Wall Motors, Changan, and JAC have significantly increased their export volumes, with some companies achieving over 50% of their total sales from exports [3] Group 3: New Energy Pickup Trucks - The sales of new energy pickup trucks in 2024 reached 13,000 units, a year-on-year increase of 59%. In April 2025, sales were 2,000 units, up 127% year-on-year [4] - The new energy pickup market is expected to grow rapidly, driven by increasing consumer interest and the introduction of models like the Geely Radar electric pickup [4][14] - The overall trend indicates a shift towards electric pickups as a viable alternative to traditional fuel vehicles, with significant growth potential in both domestic and international markets [4] Group 4: Regional Market Characteristics - The primary sales regions for pickups are in the Southwest and Northwest, with these areas showing strong demand due to economic activities centered around agriculture and construction [17] - The market in Eastern regions has not seen significant growth, while the Central and Southern regions are also lagging behind in terms of pickup sales [17] - The demand for pickups in urban areas is gradually improving, particularly with the introduction of electric and passenger-oriented models [17][19] Group 5: Manufacturer Performance - Great Wall Motors continues to dominate the domestic pickup market with nearly 50% market share, while other manufacturers like JAC and Changan are also performing well [20][22] - The competitive landscape is characterized by a few strong players, with Great Wall leading and others like JAC and Zhengzhou Nissan maintaining solid positions [20][22] - The export performance of manufacturers such as SAIC Maxus and Changan has been notably strong, contributing to their overall growth in the pickup segment [24]

Core Viewpoint - Geely Radar has launched two new electric hybrid pickup trucks, the Radar King EM-P and Radar Horizon EM-P, which are positioned as global family and commercial super electric hybrid pickups, respectively, featuring the Thor EM-P super hybrid system with a comprehensive range exceeding 1000 kilometers [2][4]. Group 1: Product Features - The new electric hybrid pickups are built on the original M.A.P Radar Hanhai new energy pickup platform and are equipped with the Thor EM-P super hybrid system, which includes a 1.5T engine and dual electric motors, achieving a maximum power of 260 kW and peak torque of 914 N·m [4]. - The vehicles can accelerate from 0 to 100 km/h in just 6.3 seconds when unloaded and 8.6 seconds when fully loaded, outperforming many traditional fuel pickups [4]. - The Thor EM-P super hybrid system offers a comprehensive range of over 1068 kilometers, making it the longest-range electric pickup currently available [5][8]. Group 2: Fuel Efficiency and Cost Savings - The Thor EM-P super hybrid system achieves a fuel consumption as low as 1.5 L/100 km under normal driving conditions, significantly lower than the average 10 L/100 km for traditional fuel pickups [8]. - Users can save thousands of yuan annually on fuel costs by switching to the Radar super electric hybrid pickups, especially for those frequently using pickups for transportation or long-distance travel [8]. Group 3: Intelligent Features and Safety - The vehicles are equipped with the Galaxy OS intelligent ecosystem, featuring a 10.2-inch instrument panel and a 14.6-inch display, providing a seamless user experience with various entertainment applications [11]. - The L2-level advanced driver assistance system includes features such as intelligent navigation, emergency braking, and collision warnings, enhancing safety and reducing driver fatigue [11][12]. - The integrated One-Box braking system improves braking response and stability, with 13 safety assistance features ensuring comprehensive protection for passengers and pedestrians [12][14]. Group 4: Market Position and Growth - In a sluggish domestic pickup market, the demand for new energy pickups is on the rise, with Geely Radar achieving a market share of over 83.1% in pure electric pickups [14]. - The launch of the Radar electric hybrid pickups expands Geely Radar's product matrix, catering to a wider range of users and applications, positioning the brand as a leader in the new energy pickup market [14].

Core Viewpoint - The upcoming launch of the super electric hybrid pickup by Geely Radar is expected to lead the new energy pickup market with its advanced plug-in hybrid technology [2][5]. Industry Insights - The market for new energy pickups is seen as a "blue ocean" opportunity, with significant structural growth potential due to the rapid increase in pickup exports and the transition from traditional fuel pickups to new energy variants [2][3]. - New energy pickup sales experienced a remarkable year-on-year growth of 180% in Q1, with March alone seeing a 220% increase [3]. - The market share of pure electric pickups in the domestic market is 4.6%, while plug-in hybrid pickups account for 1.7% [3]. Technological Developments - Plug-in hybrid pickups are recognized for their three main technical advantages: cost-effectiveness for short trips, dual-system performance meeting high power demands, and the ability to provide high-power external electricity for outdoor activities [3][6]. - Geely Radar's super electric hybrid pickup features the industry's first 3-DHT configuration hybrid system, achieving a thermal efficiency of 44.26% and a fuel consumption reduction of approximately 21% compared to traditional fuel pickups [6]. Company Strategy - Geely Radar is committed to a long-term strategy of "technology + scenario," utilizing both pure electric and hybrid technologies to drive innovation and performance [5]. - The super electric hybrid pickup has undergone extensive testing, including over 1,000 powertrain system tests and 40 million kilometers of durability testing, equivalent to more than 1,000 laps around the Earth [5][6]. - With a market share of 63.2% in the new energy pickup segment, Geely Radar is positioned as a leader in the industry, enhancing its product lineup and solidifying its market position [6].