南方财经21世纪经济报道记者郑青亭、实习生郑丹凝 北京报道 近日，在英国首相斯塔默访华期间，中国奇瑞商用车与英国利物浦市议会在北京签署合作协议。中国奇 瑞商用车将把其欧洲总部设在利物浦。这是该公司在欧洲设立的首个总部项目，标志着奇瑞商用车深度 拓展欧洲市场迈出关键一步。 陆睿德强调，奇瑞商用车落户利物浦是 "对英国投下的强有力的信心票"，也彰显了利物浦与中国的深 厚历史渊源——这构成了双方商业合作的坚实文化纽带。他表示，英国的投资环境对中国企业而言有很 强的吸引力，利物浦政府将全力支持奇瑞商用车在当地的落地与发展，期待奇瑞商用车为当地的经济和 就业作出积极贡献。 据悉，2025年12月，奇瑞商用车宣布启动FSCV-P（Future-Super-Commercial Vehicle- Program）平台战 略，目标以原生新能源与原生智能化架构引领下一代商用车技术路线。不同于传统商用车平台"先国产 再国际"的升级思路，FSCV-P平台从底层对标欧洲法规体系，覆盖城市配送、高速长途与多场景运营， 为产品全球化提供结构基础。 大VAN产品是全新3.0平台推出的首款成果，同时也是奇瑞商用车面向欧洲市场开展体系能力验证 ...

Core Viewpoint - The year 2025 is a critical year for China's commercial vehicle industry, marking the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan," with a focus on transformation and upgrading of the industry [1] Group 1: Industry Trends - The commercial vehicle market in China has shown a stable operation with structural adjustment opportunities becoming increasingly prominent [1] - The competition logic in the industry is shifting from a focus on scale to a value-driven approach [1] - From January to November 2025, the cumulative production and sales of commercial vehicles reached 3.843 million and 3.87 million units, respectively, representing year-on-year growth of 11.6% and 10.4% [4] Group 2: Company Performance - Chery Commercial Vehicles achieved a remarkable year-on-year growth rate of 67%, indicating strong growth momentum driven by precise understanding of industry trends and user value creation [4][6] - The company aims to position itself among the top global brands in the new energy commercial vehicle sector, demonstrating a commitment to high-quality development in the industry [3] Group 3: Strategic Initiatives - Chery Commercial Vehicles has adopted three core strategies to enhance its competitive advantage: focusing on customer needs, leading with technological innovation, and maintaining strict quality control [6] - The company plans to launch the "Future Super Commercial Vehicle Plan" in 2026, focusing on zero emissions and AI integration, while also enhancing existing product competitiveness [10][11] - The company will deepen its quality-first strategy and enhance brand influence through superior product quality and service [11] Group 4: Market Outlook - The domestic commercial vehicle market is expected to remain stable with structural replacement demand driven by policy and market factors, particularly in the new energy sector [7] - By 2028-2029, the penetration rate of new energy commercial vehicles is anticipated to exceed 50%, supported by improved market recognition and charging infrastructure [8] - The growth of new energy commercial vehicles is characterized by a shift from policy-driven to market-driven dynamics, with significant increases in market penetration rates [7]

Core Insights - The 138th China Import and Export Fair (Canton Fair) opened in Guangzhou, highlighting the strong performance of the new energy vehicle (NEV) sector, with many companies showcasing intelligent products and comprehensive solutions [1][4]. Industry Performance - NEVs have become a significant growth driver for China's automotive industry, with exports reaching 1.758 million units from January to September, marking a year-on-year increase of 89.4% [4]. - The Dongfeng Liuzhou Motor Company reported a 20% increase in export volume for the first three quarters, attributed to their hybrid models that cater to markets with inadequate charging infrastructure [4]. Company Strategies - Companies like Kaiwo New Energy and GAC Group are focusing on customized solutions for different markets, enhancing battery management and vehicle performance based on regional needs [3][4]. - Kaiwo's products, including the autonomous Shuttle Bus and the large VAN, have garnered significant attention, particularly in European markets, where they plan to launch by the end of the year [3]. Future Trends - The future of NEV exports is expected to be driven by intelligence and sustainability, with companies aiming to enhance their brand and service quality to elevate "Made in China" to "Quality from China" [5].