中经记者 张家振 武汉 襄阳报道 在焊装车间里，154台KUKA机器人"兄弟"合作焊接零部件；在VAN车总装车间里，"全国首个滑板底盘 VAN车生产线"高效运转，车身和底盘总成在短短几分钟内就可以轻松"合体"；在轻卡总装车间里，主 线60组AGV排队当"搬运工"，往来穿梭配送零部件。这是东风汽车股份有限公司（以下简称"东风股 份"，600006.SH）襄阳智造工厂生产车间里每天都在上演的自动化生产场景。 作为东风汽车集团有限公司（以下简称"东风汽车"）旗下东风商用车的核心业务，东风股份正携东风轻 型车以全新形象迎战"十五五"。根据东风股份此前在"2025中国国际商用车展发布会"上正式发布的东风 轻型车新品牌、新产品、新战略，到2030年，东风轻型车的新能源渗透率将超过60%。 日前，《中国经营报》记者深入湖北武汉与襄阳两地，实地探访东风股份商品研发院、东风康明斯智能 化工厂以及东风股份智能制造中心，通过走进发动机生产车间、智能制造运营中心、焊装车间、轻卡总 装车间、VAN车总装车间和魏明伟劳模创新工作室等生产一线，以沉浸式走访调研解锁东风轻型车从 商品开发验证到关键技术突破，再到绿色智造升级的"新质造"全链路 ...

Core Insights - The article emphasizes the rapid growth and opportunities in the new energy commercial vehicle market, particularly in the heavy-duty truck segment, driven by supportive government policies and increasing market demand [5][20][29]. Policy and Regulations - The National Energy Administration has released guidelines to promote the integrated development of distributed renewable energy, encouraging the construction of energy facilities in transportation hubs [7][10]. - The State Council has issued opinions to accelerate the cultivation and opening of new application scenarios, focusing on clean energy applications in various transportation sectors [11][12]. Market Insights - In the first ten months of 2025, sales of new energy heavy-duty trucks reached approximately 158,000 units, marking a year-on-year increase of 178.1% [17][20]. - XCMG regained the top position in sales, with over 25,000 units sold, reflecting a growth of 165% year-on-year [20][21]. - Deepway, a new player in the market, reported a 153% increase in sales and plans to list in Hong Kong [23][24]. Competitive Strategies - The article discusses the competitive landscape, highlighting the need for differentiated competition and the expansion of application scenarios to maintain market share [29]. - Companies are encouraged to innovate their business models and enhance service networks to improve customer experience and loyalty [29]. Company Developments - Dongfeng Motor launched a new brand and strategy for light commercial vehicles, aiming for over 60% penetration of new energy vehicles by 2030 [31][32]. - Foton Motors introduced a comprehensive product matrix aimed at global commercial vehicle markets, with a focus on new energy solutions [34]. - Zero One Automotive unveiled its electric heavy-duty truck, emphasizing its technological advantages and market positioning [36][37]. - Jianghuai Automobile released the new energy light truck Kunkun ET9, developed in collaboration with CATL, addressing performance challenges in the sector [38][39].