12月，重卡市场在年底冲量氛围中迎来一波订单小高潮，为2025全年业绩收官增添亮色。传 统巨头与新势力企业纷纷交出亮眼成绩单，一汽解放、中国重汽、福田汽车等行业巨头稳定发 挥，订单不断，新势力表现也尤为抢眼，其中光梭未来新车发布即斩获1000辆订单，质子汽 车签订300辆海外协议等。 一汽解放：海外市场获突破 国内百辆交付千辆订单达成 2025年12月初，一汽解放在波哥大斩获意向订单60辆。作为深耕拉美地区这一重要战略市场 的中国品牌，一汽解放凭借扎实的产品力与精准的战略布局，始终保持稳健增长势头。聚焦当 地市场结构特点，一汽解放制定了清晰的本地化路径，并针对运营成本高的问题，凭借高性价 比产品、完善的售后服务网络与灵活的市场策略，为拉美用户提供了更具竞争力的TCO（全生 命周期成本）解决方案。 12月11日，"美丽新乡·绿色发展"一汽解放&中集车辆&宁德时代新能源搅拌车百辆交车暨千 辆达成仪式在河南新乡圆满落幕。伴随着金钥匙的交付和启动推杆的缓缓推动，"新能源商砼 搅拌车百辆交车仪式"的字样在卷轴中逐渐展开，这标志着百辆新能源搅拌车正式投入新乡建 设一线。仪式后，嘉宾们齐聚展车旁，现场体验车辆的轻量化驾驶室 ...

12月25日，江苏首座华为兆瓦超充示范场站正式投入运营。作为华为超充联盟创始成员，东风商用车深度参与该场站的建设，并现场向江苏客户集中交 付30辆东风天龙KL纯电兆瓦超充牵引车。 HAIWU g VI 42 8 (UP) / e and the state 东风商用车营销事业部党委书记、副总经理蔡伦新 东风商用车营销事业部党委书记、副总经理蔡伦新表示，本次投运的兆瓦超充站，正是"整车企业+能源科技+终端客户+合作伙伴"生态协作的典范。围 绕新能源重卡补能效率与运营效率这一核心需求，东风商用车正系统布局兆瓦超充商品矩阵，产品覆盖牵引车、工程车、搅拌车、载货车等多个细分品系， 持续拓展兆瓦超充在不同应用场景中的落地空间。与此同时，东风商用车正在推动经销商体系由"卖车"向"提供能源与运营解决方案"转型升级。未来，将联 合更多生态伙伴，为终端客户提供涵盖场站规划、桩车匹配、金融支持与运营服务在内的一站式解决方案，助力伙伴高效运营。 华为智能充电网络领域总裁王志武 华为智能充电网络领域总裁王志武表示，重卡电动化不仅是单一产品或技术的升级，更需要整车、能源与运营体系的协同推进。通过与东风商用车等生 态伙伴的深度协作，兆瓦 ...

此次30台东风天龙KL纯电兆瓦超充牵引车集中交付，也是继合作伙伴大会之后，东风商用 车在新能源领域的首场兆瓦级产品落地，具有鲜明的示范意义。而作为深度生态战略合作伙 伴，今年以来，东风商用车与华为数字能源围绕新能源重卡与兆瓦超充展开多场景、跨行业 合作实践。从区域交付到行业应用，从示范运营到规模推广，双方合作持续深化、不断拓 展。 东风商用车营销事业部党委书记、副总经理蔡伦新 蔡伦新现场表示，本次投运的兆瓦超充站，正是"整车企业+能源科技+终端客户+合作伙 伴"生态协作的典范。围绕新能源重卡补能效率与运营效率这一核心需求，东风商用车正系 统布局兆瓦超充商品矩阵，产品覆盖牵引车、工程车、搅拌车、载货车等多个细分品系，持 续拓展兆瓦超充在不同应用场景中的落地空间。与此同时，东风商用车正推动经销商体系 由"卖车"向"提供能源与运营解决方案"转型升级。未来，将联合更多生态伙伴，为终端客 户提供涵盖场站规划、桩车匹配、金融支持与运营服务在内的一站式解决方案，助力伙伴高 效运营。 同频共振启新局，协同共进向未来。12月25日，江苏首座华为兆瓦超充示范场站在多方见 证下正式投入运营。作为华为超充联盟创始成员，东风商用车深度 ...

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]