2025年9月19日，江淮1卡将100台江淮新能源轻卡冷藏车正式交付顺新晖。此批车辆是江淮1卡基于顺新晖的业务场景量身定制，配备 宁德时代最新研发的天行电池，具备大电量、高续航等能力优势，在满足三温区精准控温和多点配送等复杂冷链运输需求的同时，能耗 较传统燃油冷藏车降低约50%、预计每年实现减碳约3,000吨。 此批江淮新能源冷藏车将陆续投入于顺新晖在上海及华东地区的冷链配送业务中。围绕车辆的日常运营，顺新晖携手江淮1卡、宁德时 代等"X链"伙伴，共同构建涵盖充电补能、电池维保、数据协同在内的系统性配套机制，全面保障车辆的长期稳定运行与在全生命周期 的高效管理。 顺新晖"X链计划"加速落地 共推冷链行业绿色转型 作为顺新晖与宁德时代联合发起的战略合作项目，"X链计划"旨在联结整车企业、补能服务商、金融服务商、承运商等生态伙伴，打造 新能源冷链供应链联动平台，加快冷链运输环节的电动化替代。此次车辆交付是该计划的首个系统性落地项目，凝聚了生态各方在技 术、产品与运营层面的协同成果。 顺新晖首席执行官林昌烜表示："顺新晖致力于以科技驱动绿色变革，打造面向未来的可持续供应链。我们希望通过'X链计划'，加快新 能源技术 ...

Core Viewpoint - The collaboration between CATL and Di Shang Tie to launch an intercity logistics solution aims to enhance the electrification of logistics, addressing the growing demand in the intercity logistics sector, particularly for light commercial vehicles [1][3][20]. Summary by Sections Intercity Logistics Demand - The intercity logistics vehicle demand is projected to exceed "one million units" as older vehicles are phased out, creating significant market opportunities [3]. - The transition to electric logistics vehicles is crucial for reducing carbon emissions, especially as the 2030 carbon peak target approaches [3][4]. Key Requirements for Intercity Logistics Vehicles - Essential requirements for intercity logistics vehicles include: - Range: Minimum daily operational mileage of 280 km, with some users expecting up to 450 km [6]. - Payload: A capacity of 5-7 tons is necessary [6]. - Power: Electric motors must have a power output of at least 70 kW and a torque of 400 Nm [6]. - Energy consumption: Lower energy consumption is preferred [6]. - Charging efficiency: Fast or ultra-fast charging capabilities are required [6]. - Timeliness: Vehicles should maintain a speed of 100 km/h while balancing cost and safety [6]. CATL's Solutions - CATL has launched the "Tianxing" commercial power battery brand, which aims to provide comprehensive solutions for the logistics industry, indicating readiness for the intercity logistics market [4][8]. - The Tianxing battery offers various configurations to meet different intercity logistics needs, including ultra-fast charging and long-range options [14][16]. Economic Benefits - The long-range version of the Tianxing battery can achieve a range of 500 km, significantly reducing operational costs, with potential savings of over 20,000 yuan annually compared to traditional fuel vehicles [18]. - The high energy density of the Tianxing battery allows for a weight reduction of 300 kg in vehicles, enhancing payload capacity and profitability [18]. Conclusion - The partnership between CATL and Di Shang Tie is expected to accelerate the electrification of intercity logistics, contributing significantly to carbon reduction goals [20].

Domestic News - The People's Bank of China announced a reduction in the reserve requirement ratio for financial institutions by 0.5 percentage points starting May 15, 2025, and a 5 percentage point reduction for auto finance and leasing companies [2] - Guangdong Province encourages Guangzhou and Shenzhen to further relax vehicle purchase restrictions, including issuing more purchase quotas and allowing direct applications for regular vehicle quotas for individuals who have been unsuccessful in obtaining them [3] - Guangdong's plan to expand automotive consumption scenarios includes support for local standards for vehicle modifications, promoting international automotive events, and enhancing the second-hand car market through transparency measures [4] - Geely announced plans to acquire all issued shares of Zeekr, aiming for a complete merger to enhance resource integration and operational efficiency [5] - The Tank 400 model from Great Wall Motors offers a limited-time purchase incentive of up to 32,000 yuan, including various subsidies [7] - Lantu's Dreamer model has fully rolled out the Huawei QianKun intelligent driving system, enhancing safety and convenience features [8] - Li Auto has launched 119 new supercharging stations in one week, bringing the total to over 2,200 stations nationwide, with plans for extensive coverage of national highways and major urban areas [9] - A new automotive industry development company with a registered capital of 5 billion yuan has been established in Shenyang, focusing on automotive parts and new energy vehicle production [10] International News - The European Parliament approved relaxed carbon emission rules for car manufacturers, allowing more time for compliance and reducing potential fines [11] - New car sales in the UK fell by 10.4% year-on-year in April 2025, marking the sixth decline in seven months, although electric vehicle sales increased by 8.1% [12] - Mercedes-Benz has partnered with Luminar to develop next-generation lidar sensors, marking a shift from purchasing existing products to collaborative development [13] - Mitsubishi Motors has signed a memorandum of understanding with Foxconn to develop an electric vehicle for the Australian and New Zealand markets, expected to launch in the second half of 2026 [14] Commercial Vehicles - CATL's Tianxing series batteries have become the first commercial power batteries to pass the new national standard for electric vehicle batteries in China [15] - The Remote Super VAN was showcased at the Birmingham Commercial Vehicle Show, marking its entry into the UK market and attracting significant media attention [16] - Dongfeng Liuzhou, West Science City Intelligent Connected Vehicle Innovation Center, and Zhiyu Weike signed a strategic cooperation agreement to collaborate on the development of new energy intelligent connected commercial vehicles [17] - A differentiated periodic emission inspection system for trucks will be trialed, allowing certain vehicles to bypass inspections if they meet remote monitoring requirements [19]