在商用车市场微增、新能源替代加速的行业变局中，上汽大通MAXUS交出了一份硬核答卷。 最新数据显示，2025年上半年上汽大通累计销量达107,467辆，同比增长11.2%；6月单月销量更是激增 31%至19,954辆。 这份逆势双增的成绩单背后，上汽大通正在各个细分市场展现出了强劲势头，6月，现象级爆品"大 拿"单月销量暴增201%，跃进轻卡同比飙升132.9%；4月皮卡同比增长53%，成为唯一同环比双增品 牌；更是企业从"卖工具"向"造生态"战略转型的深刻印证。 战略升维：从聚焦营销到全球破局 创富群体年轻化、汽车消费市场全球化，为中国商用车品牌带来了新的挑战和机遇。 "百变场景"催生现象级产品 根据中汽协发布的数据，1～5月，我国商用车产销分别完成174.6万辆和175.3万辆，同比分别增长4.2％ 和1.2％。其中，客车市场同期产销均实现21.2万辆，同比增长超过5%。值得注意的是，轻型客车是唯 一实现销量增长的细分车型，同期累计销量达到17.2万辆，同比增长7.5%，新能源商用车凭借政策红利 和成本优势，市场渗透率持续攀升。 当前，商用车行业正处于转型变革的关键时期，存量市场竞争白热化、细分市场加速分 ...

Core Insights - SAIC Maxus has demonstrated strong market performance amidst industry challenges, achieving a sales increase of 31% year-on-year in June 2025, with total sales reaching 107,467 units in the first half of the year, marking an 11.2% growth [1][10] - The company has successfully launched a new strategy, focusing on product innovation and market expansion, which has led to significant growth in its electric vehicle segment, with a 69% increase in sales of new energy models [1][11] Market Performance - In the first half of 2025, SAIC Maxus's light commercial vehicles showed positive growth, particularly the "Danna" series, which saw a remarkable 66% increase in sales, reaching 8,394 units [2][5] - The company has also reported a doubling of sales for its electric light trucks in June, with a year-on-year increase of 132.9%, contributing to an 89.1% growth in the first half of the year [5][6] Strategic Developments - The new strategy emphasizes resource integration and innovation, aiming to enhance competitiveness across the light commercial vehicle sector [7][11] - The company has launched a 1 billion yuan entrepreneurship fund to lower barriers for users, enhancing the overall value proposition [9][11] Global Expansion - SAIC Maxus has established a strong presence in international markets, with its electric light commercial vehicles leading in countries like Chile, Australia, and Turkey, and achieving significant sales in Europe [6][10] - The company aims to double its sales within five years, targeting 500,000 units annually and aspiring to become the leader in the domestic light commercial vehicle market [11][13] Product Innovation - The "Danna" series is highlighted for its versatility and cost-effectiveness, catering to various entrepreneurial needs and achieving high safety ratings [3][9] - The company continues to release high-quality new models to meet diverse market demands, reinforcing its commitment to user value [9][11]

在政策与市场因素的双重作用下，城市物流电动化进程加速。新能源轻卡凭借低运营成本、路 权优势等特性成为市场刚需，推动了市场的繁荣发展。 2025年以来，新能源轻卡市场进入全面快速发展期，月销超万辆水准逐渐成为常态。同时， 新能源轻卡运输场景向中长途拓展，各品牌大电量电动轻卡产品争相登场，呈现出"一山更比 一山高"的猛烈攻势。今年上半年，轻卡行业有哪些大电量产品问世？谁家大电量轻卡产品更 胜一筹？下面就跟随小编一起来看看吧！ 力求突破续航瓶颈 大电量新能源轻卡"各显奇招" 轻卡市场新能源化，已是不容置疑的发展趋势。从去年起，新能源轻卡市场就呈现出前所未有 的活力，渗透率更是逐月攀升。由下图可见，去年新能源轻卡销量比前年的各个月份都高出一 大截，从去年9月到今年5月，已有7个月销量超过万辆水准，6月销量虽暂未公布，但大概率 会是又一个破纪录的高位数据。 新能源轻卡销量的高速增长，除开政策推动作用外，还在于产品本身实力的提升，其中关键一 点就是续航能力的提升，让卡友购买电车减少了后顾之忧。第一商用车网注意到，从今年3月 起，各家企业纷纷推出大电量轻卡新品，力求破除续航瓶颈，电量从120度到133度、151 度，甚至1 ...

Core Insights - SAIC Maxus has achieved significant sales growth, with June sales reaching 19,954 units, a year-on-year increase of 31%, and a total of 107,467 units sold in the first half of 2025, up 11.2% year-on-year [1] - The company is transitioning from a "tool attribute" to a "wealth creation ecosystem" strategy, focusing on optimizing total cost of ownership (TCO) for users [1][6] Sales Performance - In June, the Leap Forward light truck series saw a year-on-year sales increase of 132.9%, with a first-half growth of 89.1%, leading the urban logistics market [1] - The Danna model achieved remarkable sales in the light commercial vehicle sector, with 8,394 units sold in the first half of the year, a 66% increase year-on-year, and 2,270 units delivered in June alone, marking a 201% year-on-year growth [2] Market Expansion - SAIC Maxus is expanding its influence in overseas markets, with products now available in 73 countries and regions, establishing five major markets with over 10,000 units sold [3] - The company has achieved high market shares in Australia and Chile, and its electric commercial vehicles have received the highest safety ratings in Europe, enhancing the reputation of Chinese brands internationally [2][3] Strategic Initiatives - The launch of the "10 billion wealth creation fund" aims to reduce the purchase threshold for users, providing cash discounts, financial interest subsidies, and trade-in bonuses [5] - The integration of the logistics platform "Lingju" offers users seamless access to freight orders, transforming vehicles from mere tools to income-generating assets [5][7] Technological Collaboration - SAIC Maxus has partnered with Huawei to enhance smart driving experiences and operational efficiency, utilizing data analytics to optimize vehicle energy management and maintenance needs [7] - The strategic collaboration aims to lower hidden operational costs and improve overall vehicle value through advanced technology [7] Industry Impact - The strategic adjustments and initiatives by SAIC Maxus are not only driving its own growth but also facilitating a broader transformation in the Chinese commercial vehicle industry from a "manufacturing-driven" model to a "user value-driven" approach [8]

Core Insights - The "DANA" series from SAIC Maxus has become a phenomenon in the new energy light commercial vehicle market, with sales reaching 8,394 units in the first half of the year, a year-on-year increase of 66% [1][3] - The company has launched a 10 billion yuan entrepreneurship fund to reduce startup costs for young entrepreneurs, making the "DANA" vehicle a valuable asset for wealth creation [3][10] - The "DANA" vehicle features unique design elements that cater to young entrepreneurs, including a three-seat layout, high cargo space utilization, and fast charging capabilities [3][4] Market Positioning - SAIC Maxus is strategically positioning itself to replicate the success of the "DANA" phenomenon across various segments, including pickups and MPVs [2][8] - The company has established a new commercial vehicle division to streamline decision-making and respond quickly to market changes [5] Safety and Technology - The "DANA" vehicle has achieved the highest safety rating from Euro NCAP for commercial light vehicles, enhancing its market appeal [4] - A strategic partnership with Huawei has led to advancements in smart connectivity and cloud services, marking a shift towards integrated solutions in commercial vehicles [6] Ecosystem Development - SAIC Maxus is building a comprehensive ecosystem that integrates vehicles, cargo, personnel, and data to optimize operational efficiency and create additional value for users [7] - The company aims to redefine the commercial vehicle landscape by focusing on value rather than price competition, particularly in the pickup segment [8][9] Global Expansion - The "DANA" series and other SAIC Maxus vehicles are gaining traction in international markets, with notable sales in regions such as the Americas, Middle East, and Europe [9] - The brand has been recognized as a significant player in the globalization of Chinese brands, ranking 25th in the Kantar BrandZ list [8][9]

在市场规模微增、新能源替代加速、消费需求升级及国际竞争加剧的行业背景下，中国商用车 市场正加速洗牌。2025年上半年，上汽大通MAXUS以"爆品驱动销量"，6月热销19,954 辆、同比激增31％。半年累计销量达107,467辆、同比增长11.2%，新能源车型同比增长 69%。跃进轻卡系列6月销量同比大增132.9%，上半年同比增长89.1%，以强劲增速领跑城 配物流市场；"创富神车"大拿成为商用车新能源转型的标杆爆品，进一步夯实上汽大通"中国 轻客第一品牌"的市场地位。 跃进轻卡在新能源化转型的道路上"一路跃进"。以"用户需求导向＋技术驱动创新"发展模 式，全面深化产业协同。跃进轻卡抢抓新能源赛道商机，构建规模化、高品质、更节能的电动 轻卡生态，实现6月销量翻番，同比大增125.2%，带动上半年同比增长63.1%，成为城配物 流市场黑马。 全品类协同增长，单日交付创新高。上半年，上汽大通在各个细分市场，展现强劲势头。4月 成为皮卡圈环比增长最快的品牌，5月成为轻客市场唯一同环比双增的品牌，6月，上汽大通 单日交付量与大拿单日交付量双双创新高，保持良好增长态势。"全球唯一10 万级混动 MPV"G50混动领衔 ...

目前，我国商用车新能源渗透率已超10%，迈入发展快车道。同城货运规模也在持续增长，整 个物流行业向绿色化、合规化发展。作为城配物流的领军企业之一，上汽跃进通过不断创新技 术打磨产品，带动司机创富。 6月13日，苏州恒灵新店开业仪式暨上汽跃进超越 H500大咖与大拿T1天行版双车上市活动， 在江苏省苏州市举行。发布会上，上汽跃进以"双子星"产品阵容——H500大咖和大拿T1天行 版登陆苏州。来自上汽跃进、主流媒体、经销商和用户的百余名资深业内人士在此谋行业绿色 发展，共商创富之道。 发力苏州市场 打造行业领军产品 2025年，上汽跃进在传统能源与新能源市场双线告捷：最新上市的超越H500 大咖凭借上汽 πPlus高效动力系统，以170马力、500牛米的强劲表现，成为城配重载运输的效率担当；在 竞争激烈的新能源商用车赛道中逆势上扬，实现销量、排名、市占率三项突破，行业排名跃升 第三。 苏州作为江苏长期霸占GDP榜首的城市，是长三角经济的核心城市之一，不但拥有雄厚的经济 实力，物流体系及汽车产业生态也非常庞大，新能源商用车具有十足的市场基础和潜力。此次 活动选择在苏州举办，为上汽跃进持续引领江苏并开拓东部战区市场意 ...

当新能源乘用车渗透率达到近50%（2025年5月数据），商用车的电动化率却仍受制于续航 焦虑、充电效率等痛点艰难前行时，商用车行业便已经到了亟需一场变革，加速转向新能源化 的关键期。尤其，在日均行驶200-300公里，最易实现电动化转型的城配场景中，提升纯电 轻卡的性能边界，以实现低运营成本与高收益的兼顾，变得日益紧迫。 6月5日，以"宁心聚力 跃行千里"为主题的上汽跃进大拿T1天行版发布会在南京顺利落下帷 幕，从与宁德时代在"双灯塔工厂"的战略签约，到与生态合作伙伴地上铁的协作共赢，在上汽 跃进构想的城配物流解决方案中，大拿T1天行版将扮演何种角色，又将解决哪些用户痛点， 请看第一商用车网的分析报道。 战略签约 "宁芯聚力"锻造创富利器 "68年风雨征程，跃进始终是轻卡行业的开拓者与坚守者。"上汽大通南京分公司何富强在致 辞中强调。从1958年第一辆跃进轻卡下线至今，品牌见证了中国物流从"人拉肩扛"到"智慧运 力"的变迁。面对新能源浪潮，跃进以"乘用化思维"重构标准，携手宁德时代打造"创富者的 高质量首选"产品。 宁德时代上海芯时代总经理张莹则指出："天行电池之名取自《周易》'天行健，君子以自强不 息'。" ...

4月23日，2025上海国际车展启幕。《中国经营报》记者在采访中了解到，上汽商用车在此期间发布全 新战略，作为中国最早的轻型商用车企业，上汽商用车将打造国际化科技生态商用车集团，提出五年内 达到"销量翻番、突破年销量50万台"的目标，以"中国市场轻客第一""中国市场新能源轻商第一""海外 市场轻商出口第一"三大战略支点，剑指全球商用车第一梯队。 在此背景下，上汽大通加速智能化转型。在上海车展上，上汽大通官宣与华为合作，目前双方已在智能 网联、云服务等领域展开合作，首批合作成果将搭载于星际皮卡，通过华为乾崑云服务实现车辆状态实 时监控、智能货柜调度等功能。这标志着商用车从"功能简单叠加"迈向"云端一体智能化"。 未来，双方还将在智能座舱与组合辅助驾驶等领域持续创新，推动商用车进入"高端智能"时代。作为首 个与华为乾崑合作的轻型商用车品牌，上汽大通MAXUS让智能技术真正服务于用户的创富与生活，并 引领商用车行业向智能化转型。 据了解，根据针对不同人群需求，上汽大通打造专属出行方案。其中，大拿餐车定制版凭借模块化设 计、1公里仅1角钱的电费和高品质配置，是移动经营方式的理想选择。"大拿"强大的改装定制潜力，能 满 ...

撰 文 / 孟 为 当下，上汽商用车一方面面临着全球商用车需求持续释放，特别是新能源化、智能化产品高速增长 的市场机遇；另一方面也面临着行业深度洗牌的挑战，不仅看国际商用车巨头，如戴姆勒、沃尔沃 等加速电动化布局，特斯拉Semi等创新产品不断涌现，国内各大汽车集团也开始发力布局商用车， 逐渐在新能源赛道上强势崛起。 设 计 / shelly "以上汽大通为核心，重点打通旗下轻型商用车板块之间的融合，促进各方资源整合，完成整体 板块竞争力的重构，构建技术共享、全球先进的全新商用车发展战略。 " 4月23日，上汽商用车执管会主席、上汽大通总经理杨怀景在上海车展上发布了上汽集团的全新商 用车战略。 不久前的上汽之夜上，上汽集团提出在"懂车更懂你" 的战略框架下，以技术平权与生态共创为双 轮驱动，重构汽车产业价值逻辑，将用户需求深度融入产品全链路，实现从"功能堆砌"到"价值共 生"的跃迁。 在上汽挥出的组合拳中，上汽商用车是其中的一记。 打造一个以用户为中心，开放型的国际化科技生态商用车集团，是上汽商用车战略的新目标。 到2030年，上汽商用车设定了50万台的销量目标，力争重回行业第一阵营，并在轻商出口、轻客及 新能 ...