祥泰之州，聚力启新。11月21日，以 "驰骋山河 共筑华章" 为主题的一汽解放&华阳物流& 江苏海鹏战略签约暨百辆轿运车交付仪式 在江苏泰州圆满举行，为长三角轿运物流产业合规化转型与高质量发展注入强劲动能。 锚定场景需求，共筑协同生态 仪式现场，解放动力营销中心高级主任师陈建华在致辞中表示，作为 "国车长子"，解放始终聚焦轿运行业需求迭代，以技术创新打造核 心动力装备，而与江苏海鹏的携手，正是为了实现 "产品性能" 与 "改装适配" 的完美契合，为终端用户提供一体化解决方案。 江苏海鹏特种车辆制作有限公司专机事业部总经理范成龙表示解放悍 V 系列产品的硬核品质与可靠性能，为定制化改装提供了坚实基 础，在此前提下，海鹏精准对接华阳物流商品车运输需求，通过针对性改装实现装载空间与运输安全的最优平衡，让产品更贴合中长途 轿运场景。 长春市华阳储运有限公司车辆运营部部长吴峰则直击行业痛点："随着新能源乘用车运输订单增多，其比传统燃油车车重更重的特性， 对车辆动力提出更高要求" 他表示，选择解放青汽与海鹏的联合方案，正是看中双方在动力性能与改装适配的双重优势，相信百辆新车 将为企业降本增效提供坚实支撑。 精准破解痛点， ...

据第一商用车网统计，在2025年10月（2025年9月29日-2025年11月2日）的5周内，国内9家主流轻卡企业（或品牌）的"轻卡第一 影响力指数"总得分为1702分，环比2025年9月（2025年9月1日-2025年9月28日）的4周得分（1403）增长了21.3 %，同比2024 年10月（2024年9月30日-2024年11月3日）的5周得分（1786分）下降了4.7%。 10月份，国庆与中秋双节到来，市场也迎来传统旺季，成为一众轻卡生产企业发力品牌营销工作的极好机遇；与此同时，新品、大单及 新能源依然是轻卡市场的传播热点。 2025年10月"轻卡第一影响力"传播事件统计 | 企业 | 传播事件 | 话题 | 主推车型 | 地点 | 点评 | | --- | --- | --- | --- | --- | --- | | 江淮 1 卡 | 领跑 L6PLUS 版智威动力 L9PLUS 版智 | ┣布 | 领跑 L6PLUS 版 力、领跑 | 贵阳 | 领跑 L6PLUS 版智威动力聚 户提供舒适性、智能化的解 | | | | | | | 焦城配市场,为年轻一代用 | | | 三领跑 | 新车 | 智威 ...

据介绍，双方将携手打造全球领先的车规级无人驾驶商用车平台。目前，双方联合打造的首款无人 物流车已陆续在苏州、金华、芜湖等城市投入运营，未来将逐步推广至全国核心城配区域乃至全球市 场。此次战略签约标志着双方合作再次深化。 11月15日，轻舟智航与奇瑞商用车达成无人物流战略合作，双方将携手打造行业全新的量产级L4 物流产品，整合各自在自动驾驶技术、整车量产制造及全球市场资源等领域的优势，推动无人物流车在 城市配送全场景的规模化应用。 ...

Core Viewpoint - The sales of China's new energy heavy truck market are expected to exceed 200,000 units in 2025, with October sales reaching a record high of 20,100 units, marking a year-on-year increase of 144% [1][4][6]. Sales Performance - In October 2025, the domestic new energy heavy truck market sold 20,100 units, a decrease of 17% month-on-month but a significant increase of 144% year-on-year [3][4]. - Cumulatively, from January to October 2025, the new energy heavy truck sales reached 157,900 units, representing a year-on-year growth of 178% [19][22]. Market Trends - The new energy heavy truck market has shown consistent growth, with 33 consecutive months of year-on-year increases, and has outperformed the overall heavy truck market for 29 months [6][8]. - The penetration rate of new energy heavy trucks in the overall heavy truck market reached 24.69% from January to October 2025, significantly higher than the previous year's 11.93% [8][19]. Company Performance - In October 2025, 15 companies sold over 100 units, with 12 companies exceeding 300 units and 5 companies surpassing 2,000 units [10][15]. - The top three companies in sales for October were XCMG with 3,453 units, SANY with 3,030 units, and FAW Jiefang with 2,693 units [12][15]. Market Share - In October 2025, the market shares of the top five companies were XCMG (17.19%), SANY (15.08%), FAW Jiefang (13.41%), Sinotruk (12.54%), and Shaanxi Automobile (10.44%) [15]. - The cumulative market share of the top ten companies reached 92.38%, with the top five accounting for 66.65% [15]. Future Outlook - The expectation for the new energy heavy truck market in 2025 is to maintain high sales levels, with an average monthly sales target of over 21,000 units in the last two months to ensure the annual target is met [6][24].

产品全面升级，五大维度回应核心诉求 从产品到伙伴，上汽红岩持续赋能轿运行业升级 2025年11月12日，上汽红岩新一代中置轴轿运车在华东地区批量交车仪式圆满举行。活动现场，多位来自物流一线的用户代表与上汽 红岩相关负责人共同见证新车启程，驶向全国运输网络。一位合作多年的用户坦言"我们已有车辆实现超100万公里无大修，这样的产品 力，让我们毫不犹豫再次选择红岩"。 在喜庆热烈的氛围中，上汽红岩相关负责人将象征信任与启程的金钥匙交付用户手中，车队披红挂彩、列队出发，新一代轿运车的市场 征程正式开启。 用户声音：百万公里见证品质，续购是基于真实体验的选择 本次批量交付不仅是产品实力的体现，更是用户与企业之间深度信任的见证。未来，上汽红岩将继续聚焦真实场景下的用户需求，以技 术创新驱动产品升级，为物流行业的高质量发展注入更强动力。 票截止到11月17日 14:00 扫码参与投票 扫码加入行业交流群 第一商用车网的读者朋友们可以通过左侧二 维码,进入第一商用车网读者交流群 我们将为您提供专业的行业资讯及咨询服务 ● 续航提升100多公里、年省1.3万元！坤鹏ET9正在改写城配规则？| 头条 ● 福田5.6万领跑！重汽/ ...

Core Insights - The 2025 China International Commercial Vehicle Show (CCVS) was held in Wuhan, showcasing CIMC Vehicles' (中集车辆) commitment to high-quality development with a theme of "Only Star Link" [1] - CIMC Vehicles presented 19 flagship products across three major exhibition areas, totaling over 2,600 square meters, highlighting the company's latest achievements and future plans [1][2] Group 1: Company Strategy and Vision - CIMC Vehicles' Chairman and CEO, Li Guiping, reviewed the "Star Link Plan" and its current achievements, emphasizing the focus on high-quality development and the establishment of a modern industrial system [2] - The company aims to evolve into a "full value chain operator" in both the national unified market and global southern markets, accelerating the construction of a new development pattern for "going global" [2] Group 2: Product Innovations - CIMC Vehicles launched the "Only Star Link" semi-trailer model for 2026, focusing on specific scene demands with the "European Champion M" series liquid food transport tankers, which integrate advanced European technology and materials science [2] - The "Starry Storm" vehicle transport vehicle was introduced in response to the 2025 Vehicle Transport Vehicle Special Governance Action Plan, designed to provide compliant, efficient, safe, and worry-free transport solutions [2] Group 3: Electric Vehicle Solutions - The company globally unveiled a complete solution for engineering-type pure electric head-mounted trains, including a fully developed electric semi-trailer product platform and the world's first "head-mounted integration" collaborative platform architecture [3] - Li Guiping stated that the industry's future lies not merely in replacing fuel with electricity but in creating an ecosystem centered around user experience, considering the total cost of ownership (TCO) of the EVRT [3]

Core Viewpoint - The delivery of the first batch of Remote X7E pure electric tractors to COSCO Shipping's subsidiary marks a significant step towards green logistics and zero-carbon operations at Qingdao Port, setting a benchmark for the industry [1][3][12]. Group 1: Delivery and Strategic Cooperation - The first batch of Remote X7E pure electric tractors has been delivered to COSCO Shipping's Huanyu Dongfang International Container (Qingdao) Co., Ltd., focusing on container short-haul transportation at Qingdao Port [1]. - A strategic cooperation agreement was signed for 500 energy trucks with Tianjin COSCO Shipping's Yuanfeng Green Power Technology (Tianjin) Co., Ltd., aiming to promote the large-scale application of new energy trucks in port logistics [1][10]. Group 2: Environmental Impact and Technological Features - The Remote X7E electric tractor is designed for short-distance transportation, featuring a self-developed powertrain that offers low energy consumption, strong power, fast charging, and long warranty periods [5]. - The X7E-403 model has a comprehensive energy consumption that is over 15% lower than mainstream products in the industry, equipped with a 403kWh battery and an 8-year/1.2 million kWh warranty [5]. Group 3: Digital Management and Operational Efficiency - The vehicles can integrate with digital management systems for carbon footprint verification and utilize an intelligent fleet management system to optimize operational costs [7]. - Customers have reported that the deployment of Remote's new energy trucks will effectively reduce carbon emissions and improve the reliability and attendance rate of container transportation [7]. Group 4: Industry Position and Future Prospects - COSCO Shipping is committed to promoting green, intelligent, and low-carbon development across the entire logistics chain, with Qingdao Port serving as a strategic hub for a green logistics network [8]. - Remote New Energy Commercial Vehicles is the first commercial vehicle brand in China to fully electrify its product line, maintaining a leading market share and focusing on creating a new ecosystem for new energy trucks [8][12].

Core Points - The China International Commercial Vehicle Show (CCVS) will be held from November 10-13, 2025, at the Wuhan International Expo Center, showcasing the commitment and achievements of CIMC Vehicles (Group) Co., Ltd. under the theme "Only Star Link" [1][3] - CCVS is the only national-level commercial vehicle exhibition in China and the largest in Asia, with an exhibition area of 60,000 square meters and an expected attendance of over 60,000 professional visitors [3] - CIMC Vehicles aims to build differentiated core competitiveness and high-quality development amidst the complexities of the VUCA world and BANI era, showcasing the results of its "Only Star Link" strategy at the exhibition [3][4] Company Highlights - CIMC Vehicles will present a variety of products, including logistics vehicles, tank trucks, and special vehicles, at three major exhibition booths [3] - The company will launch the "Only Star Link" semi-trailer model for 2026, the "Euro Champion M" series liquid food transport tankers, and the "Starry Storm" vehicle transport products during the event [3][4] - The EVRT booth will focus on the company's pure electric head trailer business, introducing a prototype for 2025 and operational support bases, aligning with the national "14th Five-Year Plan" for smart, green, and integrated development [4] Event Agenda - The main exhibition activities will include a series of product launches and presentations scheduled for November 10, with specific timings for each event [8] - Key events include the launch of the "Only Star Link" semi-trailer, the "Euro Champion M" series, and the "Starry Storm" vehicle transport products, along with the introduction of the EVRT product platform and the integrated products from CIMC and Shaanxi Automobile [7][8]

Core Insights - Shell and FAW Jiefang launched an innovative battery immersion cooling solution for commercial vehicles, marking a significant advancement in thermal management for the industry, which will drive low-carbon transformation [1][3][4] Group 1: Market Context - The penetration rate of new energy commercial vehicles has surged from 3% in 2021 to approximately 20% in the first half of 2025, with electric heavy trucks showing particularly rapid growth, exceeding 22% in the same period [3][12] - The rapid expansion of electrification in commercial vehicles has highlighted the thermal management challenges of battery systems, which are crucial for charging efficiency and cooling performance [3][4] Group 2: Technological Innovation - The immersion cooling solution allows each battery cell to be fully surrounded by an insulating cooling liquid, achieving real-time and efficient heat transfer, thus overcoming the limitations of traditional bottom cooling systems [5][6] - This new solution integrates Shell's advanced Gas to Liquid (GTL) technology, enhancing safety, reliability, and durability of batteries under high discharge scenarios [5][8] Group 3: Performance Improvements - The immersion cooling system supports higher discharge rates and power output, significantly improving vehicle performance in demanding conditions such as heavy loads and steep inclines [5][6] - Enhanced energy utilization efficiency is achieved, optimizing overall vehicle energy consumption and supporting rapid recharging and efficient operation [6][10] - The technology reduces maximum temperature, temperature differences, and average temperature, leading to improved battery lifespan by mitigating uneven degradation [7][10] - The solution effectively suppresses thermal runaway risks by enveloping battery cells in insulating cooling liquid, significantly enhancing safety [8][10] Group 4: Future Developments - The Starship 3.0 Hybrid project aims to address energy transition challenges in China's transportation sector, with ongoing technology research and innovation [3][10] - The project is set to undergo a significant upgrade next year, with real vehicle road tests planned to validate the cooling technology's performance in high-load, long-duration operational conditions [10]

Core Insights - The 2025 International Commercial Vehicle Intelligent Manufacturing and Chassis Technology Summit was successfully held in Shiyan, Hubei, focusing on high-quality, digital, international, and low-carbon development of commercial vehicles [1][3][5]. Industry Overview - The Chinese commercial vehicle industry is accelerating its transition towards the global value chain's mid-to-high end, driven by the dual forces of the dual carbon strategy and digital revolution [3][5]. - Shiyan, known as the birthplace of Dongfeng's heavy-duty vehicles, has become a focal point for the industry, gathering over 200 representatives from various sectors to discuss new paths for high-quality development [3][6]. Technological Advancements - The summit highlighted the importance of new technologies in the commercial vehicle sector, including digitalization, new energy, and low-carbon solutions, which are essential for enhancing global competitiveness [5][9]. - Key trends identified include the shift from "single application" to "full domain reshaping" in digitalization, and the transition of AI from a "tool" to a "value creator" [9]. Chassis Technology Development - Chassis technology is evolving from a "load-bearing structure" to a "strategic platform," emphasizing platformization and integrated chassis systems to support a full range of new energy commercial vehicles [11][13]. - The focus on lightweight, low-carbon materials and processes is aligned with carbon neutrality goals, promoting lifecycle low-carbon practices [13]. Future Outlook - By 2026, the penetration rate of new energy commercial vehicles is expected to reach 23.7%, transitioning from "substitution growth" to "platform-wide popularization" [9]. - The commercial vehicle industry is set to adopt a model combining "new energy + digitalization" as its core, fostering collaboration among various stakeholders to enhance the entire supply chain [9][13]. Event Highlights - The summit featured a three-dimensional approach with thematic discussions, technical demonstrations, and site visits, marking a shift from "scale competition" to "value symbiosis" in the commercial vehicle sector [24]. - The successful hosting of the summit signifies the formation of a "trillion-level industrial cluster + global technological discourse power" in the Chinese commercial vehicle supply chain, providing crucial support for the 2030 carbon peak target [24].