点击蓝字 关注我们 目录 CONTENTS 国家能源局：鼓励村镇建设60千瓦以上 "超快结合"充电枪 北京经开区加快打造"北京亦庄·汽车智造 . 创新城" 重庆充电基础设施建设奖励政策重磅出台, 最高奖补300万元 新能源物流车的商业化模式正从单一的车辆销售转 向全生命周期服务 新能源物流从分散协作向高效协同的深度转型案例 · 新能源物流产业链生态建设的路径策略 . 新能源物流行业面临的挑战与机遇 · 光梭未来：1.0纯电重卡发布,以"电智融合" 锚定 干线物流市场 东风新疆：2026合作伙伴大会召开，全年冲击2.5万 · 辆目标 陕汽重卡:2026商务年会召开,营销目标民品冲击 . 年销10万辆 中通客车:2026供应链战略合作伙伴大会召开 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0133期 2025年12月第2周) 企业监测 政策法规 市场洞察 政策法规 国家能源局:鼓励村镇建设60千瓦以上"超快结合"充电枪 【科瑞咨询| KERUI CONSULTING KE 近日，国家能源局回应了网民关于优化高速服务区充电服务，进一步推进村镇充电桩建设的诉求。8周 a P 关于高速服务区充电桩 关于在村镇 ...

Domestic News - The State Taxation Administration reported that from January to November, the sales revenue of new energy passenger vehicles increased by 19.1% year-on-year, indicating a sustained positive trend in consumption and market activity [3] - The State Administration for Market Regulation is establishing a "dual loss control" risk prevention technical system for the new energy vehicle industry, which aims to accurately identify accident causes and improve investigation standards for fire and sudden loss of control incidents [4] - Guangdong's 14th Five-Year Plan emphasizes boosting consumption by removing unreasonable restrictions on automotive and housing consumption, enhancing public service spending, and supporting the development of international consumption centers [5] - Guangxi's 14th Five-Year Plan focuses on creating ten modern pillar industries in manufacturing, including new energy vehicles and batteries, and aims to build a trillion-yuan industrial cluster [6][7] - Shandong's 14th Five-Year Plan highlights the promotion of robots and intelligent equipment, aiming to upgrade traditional industries and enhance quality and efficiency [8] - Chongqing's 14th Five-Year Plan supports leading enterprises in forming an "AI + automotive" ecosystem, aiming to establish a globally influential smart connected new energy vehicle hub [9] - GAC Aion launched a promotional campaign to alleviate consumer concerns about the upcoming changes in new energy vehicle purchase tax policies, offering tax guarantees and cash rebates [10] International News - In the UK, new car sales in November fell by 1.6% year-on-year, marking the sixth decline this year, primarily due to a 5.5% drop in private buyer demand [12] - Japan's new car market saw a 5% decline in November, continuing a five-month downward trend, with total sales dropping to 369,721 units [13] - Volkswagen plans to invest €160 billion (approximately $186 billion) over the next five years, focusing on product development and infrastructure in Germany and Europe [14] - LG Energy Solution signed a supply agreement with Mercedes-Benz worth 2.06 trillion KRW (approximately $14 billion) for electric vehicle batteries, covering North America and Europe from 2028 to 2035 [15] Commercial Vehicles - Proton Motors signed a strategic cooperation framework agreement with Singapore's SATOMAS to focus on the Southeast Asian and Hong Kong markets in the new energy commercial vehicle sector, targeting sales of 300 units over three years [17] - Supa Technology and ELMI Power entered a strategic partnership to collaborate on electric heavy trucks and supporting energy systems in the European market [18] - Guangso Future launched its 1.0 pure electric heavy truck, aiming to provide efficient and sustainable transport solutions for the logistics industry [19] - Jiushi Intelligent and Yutong Commercial Vehicle signed a strategic cooperation agreement to jointly develop unmanned logistics vehicles, focusing on comprehensive collaboration in R&D, production, and marketing [20]

Core Insights - The heavy-duty truck market is experiencing a surge in orders, particularly in the new energy sector, as it approaches the end of the year [1] Group 1: Strategic Partnerships - Proton Motors signed a strategic cooperation framework agreement with Singapore's SATOMAS Energy PTE.LTD to focus on the Southeast Asian and Hong Kong markets, targeting the sale of 300 vehicles over the next three years [2][3] - The partnership aims to leverage each other's strengths in product certification, green low-carbon collaboration, and comprehensive ecological support to create customized solutions for local markets [5] Group 2: Market Developments - The launch event for the Ouman Galaxy series in Zhengzhou resulted in the signing of 87 units of pure electric trucks, marking a significant step in Ouman's strategic layout in the new energy heavy truck market [7][10] - Ouman's Galaxy 9 and Galaxy 5M electric trucks are designed to meet the specific transportation needs of Henan, focusing on cost control and safety [9][10] Group 3: Product Innovations - Guangso Future launched its 1.0 pure electric heavy truck, achieving a signing of 1,000 units, indicating a strong market entry for this new player in the industry [11][13] - The 1.0 electric truck emphasizes low energy consumption, high power, and safety, addressing diverse transportation needs and promoting a shift from generic products to customized solutions in the heavy truck sector [13]

在"十四五"收官与"十五五"规划谋篇布局的关键衔接期，中国新能源重卡赛道迎来一位引人注目的新选手——光梭未来。12月6日，光梭未来1.0纯电重 卡发布活动在苏州举行。这不仅是一款新车的亮相，更是一家新兴科技企业向庞大而传统的行业递出的"变革宣言书"。 精准锚定行业痛点重新定义重卡行业 在新能源浪潮席卷商用车领域、行业渗透率实现翻倍增长的当下，光梭未来的登场引发行业广泛关注。 作为一家专注于智能电动重卡研发与制造的企业，光梭未来以"重新定义重卡"为使命，致力于通过"电智融合"技术，为物流行业提供高效、低碳、可持 续的运输解决方案，与行业伙伴共赴绿色、智能、全球化的发展未来。本次1.0纯电重卡的发布，正式开启了光梭未来深耕智能电动运输领域的全新征程。 "不止于车，我们要打造的是一个集电动、智能和补能为一体的绿色物流生态解决方案。"光梭未来创始人兼CEO成胜惠所的表述，揭示了企业的核心战 略定位。与许多跨界造车新势力不同，光梭未来展现出"务实中求突破"的发展特质。尽管公司于2024年正式组建团队，但核心成员均深耕商用车领域多年， 凭借对复杂货运场景的深刻理解和技术积累，为企业快速发展奠定了坚实基础。 更令人瞩目的是 ...