7月28日，在福田汽车新产品发布会上，福田汽车旗下新能源商用车品牌卡文汽车推出全新纯电动微卡产品——卡文乐迪。作为卡文汽车的第二款量产车 型，卡文乐迪指向长期由五菱主导的微卡市场。 今年以来，轻卡市场新能源渗透率攀升至20%以上，微卡市场新能源渗透率却仅有6%左右。对于微卡市场而言，一面是潜在的新能源销量潜力，一面是缺 少补贴、增长乏力的现实困境。福田能否借电动化转型撬动微卡市场？ 福田的新能源野心 中国微卡市场长期由传统燃油车主导，五菱凭借性价比和渠道优势稳坐霸主位置。与五菱相比，福田的优势在于更快的新能源转型速度。 官方数据显示，今年上半年，福田总销量为32.7万辆，同比增长9.1%，其中新能源车型销量超5万辆，同比增长151%。 在微卡市场，第三方机构电车资源行业研究院数据显示，今年1至4月，五菱、长安系（长安跨越+长安凯程）、福田微卡的新能源渗透率分别为0.6%、 1.9%、15.6%，其中五菱新能源微卡销量不足500辆，长安系新能源微卡销量不足800辆，福田新能源微卡销量达到2913辆。 2023年，福田汽车启动了新能源2.0战略，宣布将覆盖"纯电动+插电式混合动力+燃料电池"等全领域，并确立了30 ...

Core Viewpoint - The article emphasizes that the promotion of new energy commercial vehicles has shifted from policy-driven to market demand, with Foton Motor set to reveal its strategic plans at the 2025 mid-year business conference [1][11]. Product Focus - Foton Motor's upcoming products are aimed at the urban logistics sector, addressing operational pain points in delivery and city distribution, thereby enhancing its competitiveness in the new energy urban distribution market [7]. - The new Karwen Le Di, a pure electric urban logistics vehicle, will be introduced, featuring a peak power of 90kW and a range of 360 kilometers, catering to various urban logistics needs [7]. - The Xiangling U7, a pure electric VAN, will also be launched, targeting the small and micro commercial vehicle segment, thus expanding the Xiangling brand's product lineup [8]. - Another anticipated product, the Fengjing T7, is expected to be a pure electric micro truck, enhancing Foton's offerings in the rapidly growing new energy segment [8]. Strategic Direction - The invitation for the conference indicates a systematic approach to advancing Foton's "comprehensive electrification" strategy, aiming to fully electrify its commercial vehicle product line [11][12]. - Foton's strategy aligns with the broader goals of achieving carbon neutrality and responding to the green logistics development opportunities, marking a significant shift in the competitive landscape [11][12]. - The introduction of high-end products like the Ouman Galaxy New Energy and the new platform light truck strategy reflects Foton's ambition to enhance its brand image and market position in the new energy heavy truck sector [9][12]. Long-term Vision - Foton is committed to a long-term strategy that emphasizes sustainable development and the transition to new energy, with specific targets for carbon peak and neutrality by 2028 and 2035, respectively [12][13]. - The upcoming product launches will serve as a demonstration of Foton's long-term strategic vision, with a focus on delivering sustainable competitive advantages through innovation and operational excellence [13][16].