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].

3月5日，习近平总书记在参加十四届全国人大三次会议江苏代表团审议时强调，圆满实现"十四 五"发展目标，经济大省要挑大梁。明确了江苏"挑大梁"要把握好的四大着力点，"在推动科技创新和产 业创新融合上打头阵"排在第一位。 科技创新和产业创新，是发展新质生产力的基本路径。科技创新是产业创新的内生动力，产业创新 是科技创新的价值实现。制造业，正是科技创新和产业创新的主战场。推动科技创新和产业创新融合， 作为制造大省的江苏责无旁贷。 习近平总书记对江苏科技创新和产业创新一直都寄予厚望，特别是近年来多次作出重要指示—— 2023年全国两会期间，习近平总书记参加江苏代表团审议时强调，加快实现高水平科技自立自强， 是推动高质量发展的必由之路。 2023年7月，习近平总书记在江苏考察时指出，中国式现代化关键在科技现代化。江苏要在科技创 新上率先取得新突破，打造全国重要的产业科技创新高地，使高质量发展更多依靠创新驱动的内涵型增 长。 2024年全国两会期间，习近平总书记在参加江苏代表团审议时强调，面对新一轮科技革命和产业变 革，我们必须抢抓机遇，加大创新力度，培育壮大新兴产业，超前布局建设未来产业，完善现代化产业 体系。 经济大 ...

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].

(总第0093期 2025年3月第1周) ▌自录 CONTENTS 间) 行业数据 企业动态 飞碟汽车:飞碟汽车万元福利大放送:真免费,无套路,不限 首任车主! 供应链 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 -锂能：三一埋能与上海建工达成战略合作，共筑低碳未来 英飞凌：英飞凌与东软睿驰签订合作谅解备忘录，携手推动汽车 智能化讲程 IV (s) = M. · 市场:新能源商用车销量与渗透率 · 两部门: 加大对充电基础设施领域的金融支持 国家金融监督管理总局办公厅 、中国人民银行办公厅发布的 《银行业保险业绿色金融高质量发展实施方案》指出，支持能 . 源体系低碳转型。探索完善新能源汽车全产业链金融服务，加 大对充电基础设施领域的金融支持。引导银行业保险业大力发 展绿色金融,加大对绿色、低碳、循环经济的支持,防范环境, 社会和治理风险，提升自身的环境、社会和治理表现, 制定本 实施方案。 关于执行《市场监管总局关于对电动汽车供电设备实施强制性 产品认证管理的公告》(2024年第50号)及《强制性产品认证 实施细则电动汽车供电设备》发布的通知 根据国家认监委2024年第25号公告， ...

Core Viewpoint - The article highlights the rapid growth and development of the new energy commercial vehicle market in China, emphasizing significant sales increases and various supportive policies aimed at promoting electric vehicles and infrastructure development [5][6][10]. Group 1: Company Dynamics - Changan Hunter has launched a promotional campaign offering up to 10,000 yuan in subsidies, including tax exemptions and insurance coverage, to encourage the purchase of new energy pickups [3][31]. - Dongfeng Motor Corporation is accelerating its overseas expansion, showcasing over 60 models and new technologies at a global product launch event [3][20]. - Jianghuai's new energy vehicles were prominently featured at the 2025 Commercial Vehicle Industry Conference, with their EV5 model winning an award for urban logistics vehicles [3][17]. - The Far-reaching Super VAN has maintained its position as the top-selling new energy light bus in January 2025, reflecting strong market demand [3][18]. Group 2: Industry Data - In December 2024, new energy commercial vehicle sales reached 82,856 units, a year-on-year increase of 101.28%, with a penetration rate of 26.57% [6]. - The truck segment saw sales of 41,677 units in December 2024, up 108.88% year-on-year, with a penetration rate of 18.69% [6]. - The bus segment experienced a 94.14% increase in sales, totaling 41,179 units in December 2024, with a penetration rate of 46.34% [6]. Group 3: Policy and Regulation - The "2025 Energy Work Guidance Opinion" outlines targeted policy measures to accelerate the construction of a new energy system, aiming for high-quality energy development and safety [5][10]. - Hainan Haikou is implementing a pilot project for electric vehicle battery swapping in public transport, offering financial incentives for operators [5][10]. - The city of Yinchuan plans to establish over 6,500 charging stations by 2025, with a goal of 12,000 by 2030, to enhance charging infrastructure [9].

质子汽车的实际交付量和市场份额在氢燃料电池重卡市场中位于行业第一。 本文为IPO早知道原创 质子汽车共开发超过200款产品，其中氢燃料电池产品涵盖4.5-49 吨全系列商用车。而质子汽车的 纯电动产品已在全国多地销售。 现场交付的氢燃料电池牵引车，由质子汽车与亿华通合作打造， 适合钢厂到港口各类型钢厂产品及 副产品（型钢、钢卷、港渣、焦炭等）等运输工况 ，搭载6×385L供氢系统及108.28 kWh电池， 综合工况下续航里程超550km。这也是质子汽车围绕"低能耗、轻量化、高效率、高度安全可靠"四 大优势迭代优化的研发成果。 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，11月25日，质子汽车科技有限公司（下称"质子汽车"）携手唐山重要企业单位 交付300辆氢燃料电池牵引车，并与唐山瀚逸氢能科技有限公司（下称"瀚逸氢能"）、北京亿华通 科技股份有限公司（下称"亿华通"）签约战略合作，推进唐山货运新能源化转型工作。当日，交付 及签约仪式在河北唐山举办。 据悉，本次300辆氢能重卡交付与签约， 是国内氢燃料电池重卡领域实际交付并运营量最大的订单 。事实上，质子汽车的实际交付量和市场份额在 ...