据第一商用车网统计，在2025年11月（2025年11月3日-2025年11月30日）的4周内， 国内9家主流重卡品牌"重卡第一影响力指数"的总得分为2220分，环比10月（2566分）5 周下降13.5%，较去年同期4周得分（2298分）略降3.4%。 | 排名 | 品牌 | 总得分 | | --- | --- | --- | | 01 | 汽解放 | 588 | | 02 | 中国重汽 | 433 | | 03 | 东风商用车 | 262 | | 04 | 东风柳汽乘龙 | 209 | | 05 | 徐工汽车 | 204 | | 06 | 陕汽重卡 | 167 | | 07 | 北奔重汽 | 144 | | 08 | 北汽重卡 | 139 | | 09 | 远程商用车 | 74 | 虽说总得分同比迎来微降，但由于统计周数不同，11月周均得分环比来看还是微涨的，尤 其考虑到10月份的得分成绩较为突出，加上2025武汉商用车展的助推，11月的影响力总分 可谓含金量十足，9家重卡品牌也用传播数据证明了重卡市场的火热。 2025年11月"重卡第一影响力"传播事件统计 | 企业 | 传播事件 | 话题 | 主推车型 ...

Core Insights - The 2025 China International Commercial Vehicle Show (CCVS) held in Wuhan focused on "high-end, intelligent, and green" themes, showcasing the latest achievements in the global commercial vehicle industry [1] - Dongfeng Commercial Vehicle, as the host, presented six models covering pure electric, hydrogen, and hybrid technologies, along with seven core technology exhibits, emphasizing its technological strength and ecological layout [1][3] Industry Overview - The Chinese commercial vehicle industry is undergoing a significant transformation, with sales reaching 3.117 million units from January to September 2025, marking a 7.8% year-on-year increase [3] - In the new energy sector, sales of new energy commercial vehicles reached 566,000 units, a staggering 61.4% increase year-on-year, with a market penetration rate of 23.9%, expected to exceed 30% for the year [3] - Exports of new energy commercial vehicles reached 64,000 units, a 150% increase, highlighting globalization and new energy as dual driving forces for the industry [3] Dongfeng Commercial Vehicle Performance - Dongfeng Commercial Vehicle achieved a wholesale sales volume of 63,000 units in the first half of the year, a 4.3% increase year-on-year, with terminal sales at 60,000 units [3] - The company’s new energy product sales surged by 191% year-on-year, becoming a significant growth driver in the commercial vehicle sector [3][5] - By 2024, Dongfeng aims to double its overseas export volume and quadruple its new energy sales compared to the beginning of the 14th Five-Year Plan [5] Technological Innovations - Dongfeng showcased six high-quality models at the exhibition, including hydrogen fuel cell and pure electric vehicles, demonstrating its comprehensive operational capabilities in the new energy sector [8] - The Dongfeng Tianlong GX hydrogen fuel cell tractor features a fuel cell efficiency of ≥48%, with a refueling time of just 20 minutes and a range of up to 700 km [8] - The Dongfeng Tianlong KL pure electric tractor can recharge to 80% in under 20 minutes, achieving a range of 100 km with just 5 minutes of charging [9] Strategic Vision - Dongfeng Commercial Vehicle is committed to sustainable development through innovation in new energy and intelligent connected vehicles, positioning itself as a key player in the low-carbon transformation of the logistics industry [6] - The company plans to maintain high-intensity R&D investments in strategic emerging industries, with over 70% of new industry investments during the 15th Five-Year Plan period [16] - Dongfeng aims to enhance its core capabilities in technology breakthroughs, platform development, and testing validation, striving to become a leader in the international commercial vehicle market [16]

Core Insights - The 2025 China International Commercial Vehicle Show (CCVS) was held in Wuhan from November 10 to 13, showcasing Dongfeng Commercial Vehicle's commitment to green and intelligent technologies with six complete vehicles and seven core components on display [1][2]. Electric and Hydrogen Technologies - Dongfeng's hydrogen fuel cell truck, the Dongfeng Tianlong GX, features a high-efficiency fuel cell system with an efficiency of ≥48%, a refueling time of 20 minutes, and a range of 700 km, meeting EU safety and emission standards [1]. - The Dongfeng Tianlong KL electric truck, developed in collaboration with Huawei, can charge to 80% in under 20 minutes under dual-gun supercharging conditions and has a range of 460 km with a power consumption of only 1.2 kWh per kilometer [1][2]. Hybrid Solutions - The Dongfeng Tianlong KX dual-engine hybrid truck utilizes a gas engine and electric motor system, achieving a fuel-saving rate of 10% in complex mountainous conditions [2]. - The Dongfeng Tianlong KL range-extended hybrid truck supports pure electric start and features energy recovery systems, enhancing energy efficiency while ensuring driver comfort with adjustable seating [2]. Intelligent Driving Features - The Dongfeng Tianlong GX intelligent truck is equipped with L2+ level autonomous driving capabilities, supporting full-speed range intelligent assistance and predictive cruise functions [2]. - The vehicle's "smart brain" consists of self-developed controllers for energy distribution and advanced driving, showcasing Dongfeng's control over core power technologies [2]. Technological Advancements - The seven core technology exhibits highlight Dongfeng's achievements in independent research and development of key components, focusing on a unified multi-energy engine platform aimed at zero-carbon fuel technology [4]. - This platform is designed to comply with National VI emissions standards and is compatible with future regulations, featuring 16 proprietary technologies that lower user acquisition and maintenance costs [4].

Core Insights - The commercial vehicle market in China is experiencing a significant shift towards electrification and globalization, marking a critical turning point for the industry [5][8] - The China International Commercial Vehicle Exhibition showcased a strong emphasis on new energy vehicles, with a ratio of 2:1 between new energy and fuel vehicles [5] - The penetration rate of new energy commercial vehicles is expected to exceed 30% by the end of the year, with a projected increase to over 35% by 2030 [5][7] Market Trends - The transition from policy-driven to market-driven sales of new energy commercial vehicles is evident, with a 61.4% year-on-year increase in sales for the first nine months of the year [5][6] - Various technology routes, including methanol, hydrogen, pure electric, and hybrid, are being pursued simultaneously in the commercial vehicle sector [6][7] - The cost of battery systems has decreased significantly from 800 yuan per kilowatt to 500 yuan per kilowatt over the past five years, alleviating concerns about the range of new energy commercial vehicles [6] Product Innovations - Major manufacturers like BYD, FAW Jiefang, and Dongfeng are launching multiple new energy models, including pure electric and hydrogen fuel cell vehicles [6][7] - Dongfeng's collaboration with Huawei on the Tianlong KL ultra-fast charging tractor allows for an 80% charge in under 20 minutes, showcasing advancements in charging technology [6] Global Expansion - The export of Chinese commercial vehicles is on the rise, with expectations to exceed 150,000 units this year, contributing to a total revenue of 49 billion yuan [8] - The export of new energy commercial vehicles has seen a 150% increase year-on-year, indicating growing competitiveness in international markets [9] - Challenges remain in localizing research and development, adapting charging networks, and enhancing compliance certification for overseas markets [9] Future Outlook - The next five years will see a further increase in the penetration of new energy in global commercial vehicles, alongside the emergence of intelligent driving technologies [9] - The industry is shifting from competing on price to competing on value, emphasizing the importance of long-term strategies and brand building in international markets [9]