Group 1 - In July, major manufacturers such as FAW Jiefang, China National Heavy Duty Truck Group, XCMG, and Skyworth are actively advancing in the new energy sector, while Foton and JAC are expanding their presence in overseas markets, showcasing a diverse order landscape [1] - FAW Jiefang launched a new energy feed truck, signing a strategic cooperation agreement for the first batch of 139 vehicles, focusing on zero emissions, low costs, and high attendance in transportation solutions [2][4] - China National Heavy Duty Truck Group delivered 200 units of the V7-X new energy heavy truck and signed a strategic cooperation agreement for an additional 100 vehicles and charging stations, marking a significant collaboration [5] - Dongfeng Commercial Vehicle delivered 100 units of the Dongfeng cargo truck equipped with the Dragon Power 3.0 efficient smart power chain, enhancing operational efficiency for logistics partners [9][11] - Foton delivered 150 units of the AUMAN R tractor to a strategic client in Ghana, marking a major breakthrough in the African market with a 5% fuel efficiency improvement over similar products [12][15] - XCMG delivered 200 units of new energy heavy trucks, achieving a 160% year-on-year sales growth in the first half of the year, leading the market in various segments [17][19] - JAC delivered 50 garbage collection vehicles to Almaty, Kazakhstan, and over 100 JAC K7 intelligent heavy trucks to SF Express, enhancing the company's international and domestic order performance [20][22] - DeepWay signed a dealership agreement for intelligent new energy heavy trucks in New Zealand, marking a key step in expanding into the Southern Hemisphere market [23][24] - Skyworth signed a strategic cooperation agreement for 500 new energy heavy trucks and delivered the first 100 units, demonstrating its technical strength and commitment to green logistics [26][27] Group 2 - The order trends in July predominantly focused on new energy and overseas business, indicating a shift in product promotion and brand awareness among major manufacturers, while traditional energy sectors saw fewer significant orders [29]

Core Viewpoint - The launch of the new energy feed truck by FAW Jiefang marks a significant milestone in the transformation of the feed transportation industry towards new energy solutions, emphasizing zero emissions, low costs, and high efficiency [1][3]. Group 1: Product Highlights - The new energy feed truck features an advanced electric drive system with an energy consumption as low as 1.1 kWh/km, reducing energy costs by over 60% compared to traditional fuel vehicles, saving approximately 350,000 yuan in operating costs over a 5-year lifecycle [5]. - It is equipped with a 310 kWh battery, providing a range that covers 80% of feed transportation scenarios [5]. - The truck is the lightest in the industry, allowing for an additional 200-500 kg of feed per vehicle, potentially increasing annual earnings by nearly 20,000 yuan [5]. - It meets the highest standards for vehicle protection, effectively handling the typical conditions of transporting pig feed, with a lifespan 1-2 years longer than fuel vehicles, equating to additional earnings from the same investment [5]. Group 2: Strategic Collaborations - FAW Jiefang signed a strategic cooperation agreement with Lianti Technology for the first batch of 139 vehicles, focusing on the purchase, promotion, and ecosystem development of new energy vehicles [8]. - The collaboration with industry leaders aims to inject green energy into the livestock supply chain, promoting a safer and more efficient upgrade in the feed transportation sector [3][6]. Group 3: Industry Impact - The event signifies the beginning of a transformation in the feed transportation industry, with FAW Jiefang committed to integrating green power and smart technology to support the industry's transition to zero-carbon transportation [8].