12月25日，由商用汽车新闻传媒主办的2025商用车新驱动大会在北京举行，本次活动以"创变升级 智新引领"为主题，旨在通过搭建产业链交流平 台，凝聚产业发展智慧，为商用车产业低碳、数智转型深度赋能。 二十载同行：记录产业变迁 2006年，《商用汽车新闻》在经济高速发展、商用车需求蓬勃的背景下创刊，承担起观察、记录商用车产业发展的行业媒体责任。此后，中国商用车 产业几经起落，经历了结构性变革：从依赖投资拉动的规模扩张，到注重效率与质量的存量竞争；从传统燃油动力主导，到新能源技术路线百花齐放；从 扎根国内市场，到带着产品、技术、标准走向全球。这一过程，也是"中国制造"向"中国智造"转型的生动缩影。 2025年，《商用汽车新闻》迎来创刊20周年。在20年的时间尺度上，《商用汽车新闻》从纸媒转型融媒体平台，用图文、视频、直播以及多个品牌活 动记录商用车产业链在节能、低碳、智能、合规四大核心主线指引下，步履艰难却成绩斐然的转型升级之路。 现场，中国能源汽车传播集团董事、副总编辑，中国汽车报社总编辑，中国汽车新闻工作者协会理事长桂俊松表示，20年来，商用车这个汽车产业 的"小切口"，折射出中国道路交通从"野蛮生长"到"人 ...

12月25日，由商用汽车新闻传媒主办的2 025商用车新驱动大会在北京举行，本次活动以"创变升级 智新引领"为主题，旨在通过搭建产 业链交流平台，凝聚产业发展智慧，为商用车产业低碳、数智转型深度赋能。 2006年，《商用汽车新闻》在经济高速发展、商用车需求蓬勃的背景下创刊，承担起观察、记录商用车产业发展的行业媒体责任。此 后，中国商用车产业几经起落，经历了结构性变革：从依赖投资拉动的规模扩张，到注重效率与质量的存量竞争；从传统燃油动力主 导，到新能源技术路线百花齐放；从扎根国内市场，到带着产品、技术、标准走向全球。这一过程，也是"中国制造"向"中国智造"转型 的生动缩影。 2025年，《商用汽车新闻》迎来创刊20周年。在20年的时间尺度上，《商用汽车新闻》从纸媒转型融媒体平台，用图文、视频、直播 以及多个品牌活动记录商用车产业链在节能、低碳、智能、合规四大核心主线指引下，步履艰难却成绩斐然的转型升级之路。 二十载同行：记录产业变迁 现场，中国能源汽车传播集团董事、副总编辑，中国汽车报社总编辑，中国汽车新闻工作者协会理事长桂俊松表示，20年来，商用车这 个汽车产业的"小切口"，折射出中国道路交通从"野蛮生长"到 ...

Core Insights - The "Light Truck First Influence Index" for November 2025 shows a total score of 1350 for nine major light truck companies, a decrease of 20.7% from October 2025 and a 3.6% decline year-on-year from November 2024 [1][15]. Market Activity - The light truck market remains vibrant with multiple new products launched, highlighted during the 2025 China International Commercial Vehicle Exhibition [4][5]. - The "2025 First Commercial Vehicle Network Annual Awards" recognized several significant light truck awards, enhancing visibility in the light truck communication sector [5]. New Product Launches - Jianghuai's new model, Kunpeng ET9, was launched at the exhibition, featuring innovations in design, battery, motor, control, and thermal management to address current operational pain points for users [7]. - Dongfeng launched a new high-end light truck brand, "Dongfeng Qiankun," focusing on enhancing driver experience with features like onboard kitchenware and smart health cabins [9]. - China National Heavy Duty Truck HOWO won the "2025 Annual Recommended High-end Light Truck" award, showcasing advanced configurations and a 12-speed transmission for improved efficiency [11]. - Qingling's EVM2026 pure electric light truck was introduced, boasting a system efficiency of 95%, significantly reducing energy costs for urban delivery scenarios [14]. Brand Rankings - Jianghuai maintained its lead in the "Light Truck First Influence Index," while Dongfeng and Jiefang remained in the top three. Qingling made notable progress, rising three places to enter the top five [15][19]. - The rankings for November 2025 showed Jianghuai at 1st, Dongfeng at 2nd, and Jiefang at 3rd, with Qingling at 5th [16]. Industry Developments - Jianghuai hosted the eighth "Xiao Zhi Cup" New Energy Maintenance Skills Competition, enhancing service quality and technician skills across its service stations [15]. - Dongfeng Light Engine celebrated its 17th anniversary with the rollout of its 300,000th engine, emphasizing its commitment to providing efficient and reliable power solutions [17].

Core Insights - Suzhou Times New Energy Technology Co., Ltd. (referred to as "Times New Energy") has launched a new generation of pure electric light truck "Kunpeng ET9" in collaboration with Jianghuai 1 Card, featuring the innovative "Kunshi" zero-carbon technology architecture [1] - The Kunpeng ET9 integrates a customized Tianxing battery, a high-efficiency flat wire oil-cooled motor, and the BrainOne central domain control system, achieving over 25% reduction in comprehensive energy consumption and saving users more than 20,000 yuan annually [1] - This launch marks the first commercial application of the highly efficient integrated system from CATL in the commercial vehicle sector, indicating a significant advancement in the integration of battery, motor, and electronic control systems [1] Company Overview - Times New Energy, an innovative incubation enterprise under CATL, focuses on the electrification and integration innovation of commercial vehicles, covering core component R&D, three-electric system integration, and intelligent chassis solutions [1] - The company has established a project in Jiangsu Wuzhong District with a total investment of 5 billion yuan, occupying 128 acres, and aims to achieve an annual production capacity of 50,000 sets of power domain control systems and 100,000 sets of automotive chassis components, with projected annual sales revenue of 10 billion yuan upon full production [1] Industry Context - The "1+3+1" architecture of the Kunshi chassis commercial vehicle ecosystem solution addresses the urgent demand for "high efficiency, low energy consumption, and high reliability" in the domestic new energy commercial vehicle market [2] - The solution has passed multiple professional performance tests at national-level testing grounds in Chongqing and Xiangyang, with products based on this solution receiving high recognition from well-known logistics companies [2] - Wuzhong District is focusing on cultivating the "new energy + smart vehicle" industry as a core industry, steadily progressing towards a trillion-level industry scale, with several companies achieving breakthroughs in key technologies [2]

Core Insights - The 2025 China International Commercial Vehicle Show (CCVS) showcased the industry's shift towards green transformation and global expansion, highlighting the steady recovery of domestic demand and the growth potential of new energy commercial vehicles [1][4] - The event featured 23 global debuts and 30 domestic debuts, emphasizing innovative solutions across the commercial vehicle sector [2] - The integration of green and intelligent technologies is reshaping the commercial vehicle landscape, with a significant focus on new energy and smart driving systems [4][6] Industry Trends - The demand for new energy commercial vehicles is driving structural growth, with a notable increase in the number of electric and hydrogen-powered vehicles compared to traditional fuel vehicles [4][6] - Companies like Shaanxi Heavy Duty Automobile and BYD are introducing products that enhance fuel efficiency and operational performance, with specific improvements such as a 1% increase in engine efficiency and a 5% reduction in overall energy consumption [2][3] - The trend towards intelligent cabins and L2+ level assisted driving is becoming mainstream, significantly improving operational efficiency and reducing maintenance costs [6][7] Export Growth - The exhibition attracted international manufacturers and dealers, indicating a strong interest in China's new energy commercial vehicles from overseas markets [7] - From January to September, China's commercial vehicle exports reached 748,000 units, a year-on-year increase of 10.2%, with new energy vehicle exports growing by 150% [7] - Companies like China National Heavy Duty Truck Group are focusing on overseas markets, with expectations to export over 150,000 units this year, contributing significantly to overall revenue [7][8]

Core Viewpoint - The current market for new energy light trucks is competitive but lacks products that effectively address user pain points and enhance operational efficiency. The launch of the Kunpeng ET9 by JAC and CATL is expected to redefine the market standards for new energy urban distribution light trucks, offering innovative technologies and user experiences that can significantly improve user benefits [1][20]. Group 1: Innovative Technologies - The Kunpeng ET9 features five industry-first technologies: a dedicated electric light truck architecture, a wedge-shaped body design, a "clean version" battery, a liquid-cooled flat wire high-efficiency motor, and a highly integrated seven-in-one SIC power domain controller. These innovations enhance energy efficiency, resulting in over 100 kilometers of increased range and a reduction in energy consumption by over 30% [5][12]. - The wedge-shaped design reduces the vehicle's drag coefficient to 0.33Cd, improving range by 15%, while the seven-in-one controller achieves peak efficiency greater than 99.5%, further enhancing range [10][12]. - The Kunpeng ET9's flat wire oil-cooled motor delivers a peak power of 180 kW and a maximum torque of 400 Nm, with a 50% improvement in cooling efficiency and a 3.5% increase in transmission efficiency [12][14]. Group 2: User Value and Experience - The Kunpeng ET9 aims to maximize user benefits through six key value experiences: saving time, money, effort, enhancing safety, comfort, and convenience. It can save users one hour of daily operation and over 13,000 yuan in annual electricity costs, supported by an eight-year or 600,000-kilometer warranty on the battery and intelligent remote services [7][8]. - The vehicle's design allows for quick charging, with a 20%-80% state of charge achieved in just 18 minutes, making it comparable to traditional refueling times [12][14]. Group 3: Market Adaptability and Solutions - The Kunpeng ET9 is designed to adapt to various operational scenarios, moving beyond a generic model to a solution that meets diverse user needs, such as cold chain logistics and high-efficiency delivery [15][19]. - It includes customizable features for different scenarios, such as dual compressor mounts for cold chain users and enhanced torque and chassis tuning for complex road conditions [17][19]. - The vehicle's development is informed by insights from JAC's extensive user base and operational data, ensuring that it meets the specific demands of various transport scenarios [14][20].

Core Insights - The commercial vehicle industry is experiencing a significant shift towards new energy vehicles (NEVs), with a ratio of 2:1 between NEV and fuel vehicles at the recent China International Commercial Vehicle Exhibition [1] - The growth of NEVs in the commercial vehicle sector is driven by systemic policy regulations, market mechanisms, and technological advancements, aligning with China's "dual carbon" goals [2] Group 1: Industry Trends - In the first ten months of this year, commercial vehicle production and sales reached 3.456 million and 3.479 million units, respectively, marking year-on-year increases of 10.9% and 9% [2] - NEV sales in the commercial vehicle sector reached 649,000 units in the same period, reflecting a remarkable year-on-year growth of 60.2% and a market penetration rate of 24.6% [2] - In October alone, NEV sales hit 82,000 units, a 52.4% increase year-on-year, with NEVs accounting for 30.9% of total commercial vehicle sales, surpassing 30% for the second consecutive month [2] Group 2: Company Developments - CIMC Vehicles Group launched the EVRT (pure electric head-mounted train) ecosystem and comprehensive solutions, showcasing advancements in EVRT technology and industry positioning [1] - BYD made its global debut of the pure electric T4 truck at the exhibition, along with showcasing core products in the NEV light truck, heavy truck, and bus sectors, providing solutions for urban logistics and mid-distance transport [1] - FAW Jiefang Group presented five pure electric NEV models, while Dongfeng Commercial Vehicle Company showcased six models across pure electric, hydrogen, hybrid, and intelligent technology routes [1] Group 3: Economic Considerations - The total cost of ownership (TCO) for NEVs is becoming increasingly favorable, with estimates suggesting a potential cost reduction of over 30% over a five-year vehicle usage cycle for a 4.5-ton light truck [3] - The commercial vehicle market prioritizes economic viability, with a shift from policy-driven purchases to economically rational choices as the TCO of NEVs becomes more competitive compared to traditional fuel vehicles [3]