Core Insights - The "Light Truck First Influence Index" for major domestic light truck brands reached a total score of 1403 in September 2025, marking a 7.2% increase from August 2025 and a 0.6% increase year-on-year from September 2024 [1][3]. Brand Rankings - The top three brands in the "Light Truck First Influence Index" for September 2025 are: 1. JAC 1 Truck with a score of 297 2. Dongfeng Light Truck with a score of 236 3. FAW Jiefang Light Truck with a score of 224 [2][15]. Market Trends - The light truck market showed signs of recovery in September, with increased marketing activities from various brands, leading to a natural rise in scores [3][6]. - New products and electric vehicles emerged as the biggest trends, with significant visibility during the "September 3rd Military Parade" [3]. Key Events and Product Launches - JAC 1 Truck launched the L9 PLUS version, featuring a new generation of National VI engine with 170 horsepower and 450 Nm torque, emphasizing performance, reliability, and comfort [7]. - The launch of the Farizon Star Intelligent F3E aimed to address key pain points in urban logistics, boasting a range of 360 kilometers and fast charging capabilities [10]. - China National Heavy Duty Truck (CNHTC) signed a contract for 100 units of HOWO electric light trucks, enhancing their market presence in urban and intercity logistics [12]. - Qingling Motors partnered with Yunwei Hydrogen Energy to promote 300 units of hydrogen fuel cell refrigerated trucks, marking a significant step in the commercialization of hydrogen energy in logistics [12]. Competitive Landscape - JAC 1 Truck maintained a clear lead in the rankings, while Farizon Light Commercial Vehicles moved up three places to fourth [14][20]. - Dongfeng Light Truck continued to hold the second position, actively engaging in promotional activities including a self-produced micro-drama [18]. - FAW Jiefang Light Truck retained its third position, launching a live event to enhance brand engagement [20]. Future Outlook - As the light truck market continues to recover, brands are expected to introduce more innovative products and marketing strategies in October 2025 [21].

Policy and Regulations - The Ministry of Transport has issued guidelines for the construction of a strong transportation country, focusing on smart logistics and data sharing [8][10] - Shanghai's updated vehicle replacement subsidy policy requires new cars purchased from September 11, 2025, to be registered in Shanghai [15][19] - Henan Province has introduced new regulations to facilitate residents' access to electric vehicle charging [20][21] Market Insights - From January to August 2023, domestic sales of new energy light trucks increased by 60.5%, with a penetration rate of 33.5% [23][28] - The main battery capacity for new energy light trucks is concentrated in the 96-110 kWh range, with pure electric vehicles being the mainstream choice [29][35] - Sales of new energy light trucks are primarily concentrated in the South China, Southwest, and East China regions, accounting for 78.8% of total sales [31][36] Company Monitoring - SAIC-GM-Wuling launched the "Wuling Yangguang Champion Edition," equipped with CATL's battery system [39] - Scania has obtained independent production qualifications in China, marking a significant step in its localization strategy [41] - Supao Technology has partnered with Karl Power to explore L4-level autonomous driving for new energy heavy trucks [47] - Qingling Motors has collaborated with Yuntai Hydrogen Energy to promote the Qingling M600 hydrogen fuel cell refrigerated truck [50]

近日，国内商用车领域领军企业庆铃汽车股份有限公司，与氢燃料电池系统赛道新锐力量广东云韬氢能科技有限公司，在重庆隆重举行 签约仪式，共同签署了《车辆销售合同》。双方就联合推广300辆4.5吨庆铃M600氢燃料电池冷藏车达成深度战略合作，标志着国内氢 能冷链物流商业化运营迈进坚实一步。 在广州市白云区政府的见证下，庆铃汽车（集团）有限公司副总经理张福伦，庆铃汽车股份有限公司副总经理胡旭东，广东云韬氢能科 技有限公司联席总裁刘伟，广州润鹏汽车有限公司总经理杨尚鹏等领导嘉宾共同参与了本次签约仪式，并就深化氢能领域合作、推动项 目落地实施进行了充分交流。 本次合作基于"整车厂 - 系统厂 - 经销商" 多维合作模式，深度整合了各方在全产业链中的核心优势，实现从研发、生产到认证、市场 运营的高效联动。其中，庆铃汽车凭借数十年商用车制造经验，把控车辆生产制造、整车公告拓展及全生命周期品质保障等关键环节， 为合作车型筑牢 "硬件根基"；云韬氢能则聚焦氢燃料电池核心技术，重点负责燃料电池系统的强检认证与全流程技术支持，以专业实力 赋能车辆动力性能。 据悉，此次批量签约的庆铃M600氢燃料电池冷藏车，具备四大核心优势：其一，零排 ...

Domestic News - Six departments in China have launched a three-month special action to rectify online chaos in the automotive industry, focusing on illegal profit-making, exaggerated and false advertising, and malicious attacks [3] - Shanghai has revised its vehicle replacement subsidy policy, requiring new cars purchased from September 11, 2025, to be registered in Shanghai [4] - NIO plans to issue 181.8 million Class A ordinary shares, with proceeds aimed at investing in core technologies for smart electric vehicles and expanding battery swap and charging networks [5] - Changan Automobile expects its available production capacity to reach 460,000 units, with a global market presence in over 100 countries [6] - BYD's first batch of megawatt fast-charging stations is set to be operational in Europe by the second quarter of 2026 [8] - Zhongke Chuangda, Geely, and NVIDIA have jointly developed the AIBOX, marking a significant advancement in AI applications in vehicles [9] - Dongfeng Hongtai has established a new power battery system company in Hubei with a registered capital of 200 million RMB [10] - Huawei has launched its ultra-fast charging stations in Thailand, enhancing the charging infrastructure for electric vehicles in urban areas [11] International News - South Korea plans to establish a 150 trillion KRW (approximately 108 billion USD) fund to invest in high-tech industries such as AI, chips, and future vehicles [12] - Toyota will begin producing two new electric SUV models at its Kentucky plant in the USA to improve production efficiency [13] - Lyft has launched an autonomous vehicle deployment plan in Atlanta, Georgia, as a pilot project for local passengers [14] - Mercedes-Benz plans to introduce over 40 new models in the next three years, investing over 2.3 billion USD in European factories to support this initiative [15] Commercial Vehicles - Qingling Motors and Guangdong Yuntao Hydrogen Energy have signed a strategic cooperation agreement to promote hydrogen fuel cell refrigerated trucks [17] - The first NESTA-certified power battery system in China has successfully passed rigorous safety tests, ahead of the new national standards [18] - SAIC Maxus's Starship X has received a five-star safety rating from Australia's ANCAP, becoming the first Chinese pickup to achieve dual five-star ratings in both Euro NCAP and ANCAP [19] - DeepWay has been recognized in the "2025 Soft Power Rankings - Future Industry TOP 50" for its innovation and industry impact in the field of smart heavy trucks [20]