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0125期 2025年10月第3周) ■目录 CONTENTS 政策法规 市场洞察 企业监测 工信部：拟全面提高车企智能化、网联化 相关能力要求和生产准入门槛 国家发改委：到2027年底在全国范围内 建成2800万个充电设施 住房城乡建设部办公厅等9部门：编制智 . 能化市政基础设施建设和改造行动计划 2025年1-9月新能源小卡同比增长36.5%，渗透 率达24.8% 2025年1-9月,远程新能源小卡销售突破2万辆, . 稳居榜首 新能源小卡上装类型主要以栏板、厢式为主 . 新能源小卡未来将向技术驱动+场景深耕转型 . 斯堪尼亚：如皋工业生产基地开业，推出牵引车经营性 租赁业务 上汽大通：大拿纯电轻客家族新车上市 东风商用车:与宁德时代确立新一轮五年长期战略合作 政策法规 工信部:拟全面提高车企智能化、网联化相关能力要求和生产准入门槛 =司公开征求《道路机动车辆生产企业准入审查要求》《道路机动车辆产品准入审查要求》《关于修改的 10月13日,工业和信息化部装备工业一 决定》(以下简称《企业审查要求》 《产品审查要求》《决定》）意见。《 ...

证券之星消息，10月20日商用车板块较上一交易日上涨0.3%，金龙汽车领涨。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。商用车板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600375 | 汉马科技 | 7.70 | -5.06% | 90.77万 | 7.10亿 | | 301039 | 中集车辆 | 9.54 | -1.14% | 10.55万 | + 1.01亿 | | 000951 | 中国重汽 | 17.58 | -0.45% | 13.49万 | 2.37 Z | | 600418 | 江淮汽车 | 48.24 | -0.12% | 1 38.30万 | 18.64亿 | | 000800 | 一汽解放 | 6.99 | 0.29% | 9.15万 | 6387.67万 | | 60 ...

Core Viewpoint - The sales of new energy heavy trucks in China have surged significantly, with a record monthly sales of over 24,000 units in September 2025, marking a year-on-year increase of 206% [1][2]. Sales Performance - In September 2025, new energy traction trucks sold 18,900 units, representing a month-on-month increase of 35% and a year-on-year increase of 234%, continuing a strong upward trend [2][12]. - The overall sales of heavy trucks reached 83,400 units in September, with traction trucks accounting for 50,700 units, a year-on-year increase of 124% [8]. Market Share - New energy traction trucks held a market share of 78.28% in the new energy heavy truck segment in September 2025, slightly down from the previous month [4]. - For the first nine months of 2025, the market share of new energy traction trucks was 32.78%, significantly higher than the 17.43% share in 2024 [8]. Growth Trends - The monthly sales figures for new energy traction trucks from March to September 2025 have consistently ranked among the highest in history, indicating robust market performance [6]. - Cumulatively, from January to September 2025, new energy traction truck sales reached 104,000 units, a year-on-year increase of 242% [15][21]. Leading Companies - In September 2025, the top-selling companies included Jiefang with 3,527 units, followed by Xugong with 2,857 units, and SANY with 2,314 units [14]. - The leading companies have shown substantial growth, with Jiefang and Xugong increasing their sales by 364% and 254% respectively compared to the previous year [19]. Market Dynamics - The number of players in the new energy traction truck market has increased, with 30 participants in 2024 and 29 by September 2025, indicating a competitive landscape [15]. - The market is characterized by a high penetration rate of new energy traction trucks, with a record monthly penetration of 37.27% in September 2025 [8][12].

据介绍，为扛起这一使命，进一步激发动力系统对商用车竞争力的价值贡献，解放动力早于 2022 年率先推进系列战略动作。 先是完成组织架构深度整合，将发动机、变速箱、车桥三大业务进行整合，成立动力总成事业部。近年来，解放动力不仅推动动力系统从"物理连接"升 级为"化学整合"，创新性提出"动力域"概念，实现机箱桥与整车的协同匹配开发，更致力于构建智慧动力域研发布局，通过将动力链与场景需求、整车功 能、车联网大数据、智能OTA进行深度融合，实现场景定义整车、整车优选动力链配置、大数据迭代动力链算法，打造软件定义动力系统的智能化解决方 案。 生产制造层面，解放动力在无锡、长春、大连布局的三大"超级工厂"先后投产，累计投入近 40 亿元，以世界领先的智能制造水平为核心支撑，保障动 力域产品高品质交付，产品性能与可靠性指标均达国际领先水平；海外布局上，解放动力则组建了专属研发团队，深度调研海外用户场景，定制化开发海外 产品，通过加大海外市场的人力与资源投入，力求达到甚至超越国内市场的服务与产品适配水平，全面支撑一汽解放国际化战略。 多域破局夯实行业领军地位 2023年，一汽解放（无锡）研发基地开工。历经两年时间，随着崭新的 ...

10月18日，以"科技赋能 装备美好——Tech Empowered Future Equipped"为主题的山东重工·潍柴动力全 球合作伙伴大会召开。同日下午，以"跨越·共联·引领——We leap We link We lead"为主题的中国重汽 2025年全球合作伙伴大会接力启幕！本次盛会汇聚了来自全球97个国家和地区的620位合作伙伴，聚焦 全球化发展、产业链合作共赢等核心议题，重磅释放行业未来发展的新思考、新规划、新举措，共话产 业趋势，共探合作新机。 战略引领：以全价值链共赢，铸就中国商用车核心名片 2025年是中国商用车行业转型升级的关键一年，也是中国重汽实现高质量发展的关键一年。今年1-9 月，中国重汽新能源整车销量同比增长300%，尽显绿色转型领跑优势；出口轻卡销量同比增长140%、 矿卡销量同比增长35%、后市场配件销售收入同比增长59%，全球化布局持续深化。尤为值得关注的 是，1-9月中国重汽重卡产销量跃居世界第一，铸就了全球商用车行业新的里程碑！ 未来，中国重汽将携手全球合作伙伴推进三大核心升级：实现全系列产品突破升级、实现全生命周期共 赢升级、实现营销体系全方位升级！集团将持续凝聚全 ...

Core Viewpoint - Current internal growth expectations are relatively subdued, leading investors to focus more on fundamental movements during the earnings season, seeking structural highlights through the third-quarter reports [1] Summary by Categories Earnings Highlights - Key areas to focus on in the third-quarter reports include sectors such as gold, TMT (Technology, Media, and Telecommunications) benefiting from high AI demand, and non-bank financials [1] High-Growth Opportunities - High-growth opportunities that are less correlated with economic cycles and external risks include the AI industry chain, as well as white goods, construction machinery, and power grid equipment that are well-positioned for trade with non-US economies and have sufficient overseas production capacity [1] Supply-Side Improvements - Industries that have achieved supply-side clearing in a moderately recovering environment include industrial metals, lithium batteries, innovative pharmaceuticals, commercial vehicles, rail transit equipment, and railway and highway sectors [1]

Core Insights - The article emphasizes three investment themes to focus on during the third quarter earnings reports, highlighting the relatively subdued internal growth expectations and increased external uncertainties due to the escalation of US-China tariffs [1] Group 1: Earnings Highlights - Key areas to watch in the third quarter earnings include sectors such as gold, TMT (Technology, Media, and Telecommunications) benefiting from high AI demand, and non-bank financials [1] - Investors are encouraged to identify structural highlights through the earnings reports, particularly in sectors with low correlation to economic cycles and external risks [1] Group 2: High-Growth Opportunities - High-growth opportunities include the AI industry chain and sectors with significant overseas capacity layout that cater to non-US economic trade, such as white goods, construction machinery, and power grid equipment [1] - The article suggests focusing on industries that have achieved supply-side clearing in a moderately recovering environment, including industrial metals, lithium batteries, innovative pharmaceuticals, commercial vehicles, and rail and road equipment [1]

Core Viewpoint - The procurement project for 118 new energy buses by Jinjiang Public Transport has been awarded to two companies, Xiamen King Long Motor Co., Ltd. and Xiamen King Long United Automotive Industry Co., Ltd., with a total contract value of 99.5953 million yuan [1][2]. Summary by Sections Procurement Project Details - Project Number: XFZB-2025-QZ050 - Project Name: Procurement of 118 New Energy Buses for Jinjiang Public Transport [3]. Winning Bids - Contract Package 1: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 44.2323 million yuan [2]. - Contract Package 2: - Winning Supplier: Xiamen King Long United Automotive Industry Co., Ltd. - Winning Amount: 40.2750 million yuan [2]. - Contract Package 3: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 11.9760 million yuan [2]. - Contract Package 4: - Winning Supplier: Xiamen King Long Motor Co., Ltd. - Winning Amount: 3.1120 million yuan [2]. Evaluation Experts - The evaluation panel for the bids included experts such as Guo Yuhuan, Wang Minghua, and others [4]. Agency Service Fees - Total agency service fees for the project are as follows: - Package 1: 270,161 yuan - Package 2: 250,375 yuan - Package 3: 108,880 yuan - Package 4: 38,232 yuan [6]. Contact Information - Procurement Entity: Jinjiang Public Transport Co., Ltd. - Contact Person: Mr. Lin, Phone: 15959562163 [8].

Core Viewpoint - Shandong Heavy Industry Group is significantly expanding its global presence, with a projected export revenue of 100 billion RMB by 2025, marking a fivefold increase from 2020, and aims for over 60% of total revenue to come from overseas operations [2][4][8]. Group Performance - In the first nine months of 2025, Shandong Heavy Industry reported nearly 440 billion RMB in revenue, a year-on-year increase of over 9% [3]. - Export revenue for the same period reached 72.7 billion RMB, with an expected annual total of 100 billion RMB, which is five times the export revenue of 2020 [4][5]. Subsidiary Contributions - Weichai Power, a subsidiary, achieved over 250 billion RMB in revenue in the first three quarters of 2025, with a 30% increase in engine exports [4][6]. - China National Heavy Duty Truck Group (CNHTC) exported 111,000 heavy trucks in the first nine months, a 24.5% increase, maintaining its position as the leading exporter in China [5][6]. - Zhongtong Bus's overseas business accounted for 70% of its revenue, with a 40% increase year-on-year [6][7]. Globalization Strategy - The group emphasizes a balanced global industrial layout to mitigate local market risks, with 30% of overseas revenue coming from local manufacturing and sales of Chinese products [8][9]. - The company aims for deep localization in its global strategy, ensuring that supply chains and production align with local markets [9][10]. Future Directions - Shandong Heavy Industry plans to focus on four strategic directions: new energy, digital intelligence, aftermarket services, and globalization, with a goal of achieving 100 billion USD in revenue by 2030 [11].

战略引领：以全价值链共赢，铸就中国商用车核心名片 2025年是中国商用车行业转型升级的关键一年，也是中国重汽实现高质量发展的关键一年。今年1-9月，中国重汽新能 源整车销量同比增长300%，尽显绿色转型领跑优势；出口轻卡销量同比增长140%、矿卡销量同比增长35%、后市场 配件销售收入同比增长59%，全球化布局持续深化。尤为值得关注的是，1-9月中国重汽重卡产销量跃居世界第一，铸 就了全球商用车行业新的里程碑！ 未来，中国重汽将携手全球合作伙伴推进三大核心升级：实现全系列产品突破升级、实现全生命周期共赢升级、实现 营销体系全方位升级！集团将持续凝聚全球合作伙伴力量，全力拓展全系列商用车业务，共同深耕后市场及车辆全生 命周期领域，实现全价值链共赢，朝着世界一流的宏伟目标加速前进! 场景驱动：以全产业链解决方案，重塑商用价值新生态 齐鲁晚报·齐鲁壹点 吴海云 10月18日，以"科技赋能 装备美好——Tech Empowered Future Equipped"为主题的山东重工·潍柴动力全球合作伙伴大会 召开。同日下午，以"跨越·共联·引领——We leap We link We lead"为主题的中国重汽2025 ...