Core Insights - The industry consensus indicates a shift from an incremental expansion phase to a new cycle focused on deepening the value of existing assets, with competition evolving from price-based to providing comprehensive lifecycle value (TCO) [1][9] Industry Consensus: Three Deterministic Trends - The market is expected to enter a phase of "high-level consolidation and structural differentiation," with the medium and heavy truck market projected to remain stable at 1.1 to 1.25 million units, similar to 2025, as the driving force shifts from policy stimulus to optimizing existing resources [2][10] - Three major trends have emerged as strategic anchors for all companies: 1. Accelerated penetration of new energy vehicles (NEVs), with a consensus that the penetration rate will exceed 30% and potentially reach 35% or higher by 2026, driven by market demand rather than policy [3][11] 2. Value competition is replacing price wars, with a focus on service and ecosystem as key differentiators, emphasizing the importance of a comprehensive ecosystem that includes finance, used vehicles, and connectivity [3][11] 3. Globalization is becoming a core growth driver, with exports viewed as a crucial growth engine, as companies shift from simple trade to a more integrated approach involving products, technology, services, and finance [3][11] Strategic Differentiation: Paths of Eight Major Companies - Companies are adopting different strategic focuses based on their resources and capabilities: - China National Heavy Duty Truck Corporation aims to consolidate its leading position through a comprehensive transformation strategy [4][13] - FAW Jiefang focuses on accelerating overseas expansion and enhancing its core components [4][13] - Dongfeng Commercial Vehicle targets breakthroughs in new energy, globalization, and traditional energy markets [4][13] - Shaanxi Heavy Duty Truck emphasizes value creation through a diversified product lineup [4][13] - Foton Motor is pursuing a multi-faceted strategy focusing on internationalization and new energy [4][13] - Dongfeng Liuzhou Motor is leading in regional markets through ecosystem competition [4][13] - Weichai Power and Yunnei Power are adopting a pragmatic approach by diversifying their energy technology routes [6][14] Technology Routes: Diverse Approaches Based on Application Scenarios - The commercial vehicle power technology landscape is expected to be diverse, with choices heavily influenced by application scenarios: - Traditional power is evolving towards high-end and specialized applications, focusing on improving thermal efficiency and reducing fuel consumption [7][15] - Pure electric technology is becoming the preferred choice for short-distance fixed routes, with competition centered on battery energy density and lifecycle costs [7][15] - Hybrid and range-extended technologies are seen as key solutions for long-distance logistics, with significant R&D efforts underway [7][15] - Hydrogen fuel technology is being explored as a future strategic reserve, with ongoing commercial exploration [7][15] Ecosystem Construction: From Chain Leaders to Symbiosis - Leading companies are actively reshaping the industry ecosystem, moving beyond simple supplier relationships to create a community that shares risks and values: - China National Heavy Duty Truck Corporation leverages its capabilities for strong collaboration [8][16] - Dongfeng Liuzhou Motor is integrating upstream and downstream through the "Chenglong Ecosystem Alliance" [8][16] - Weichai Power is collaborating with multiple strategic partners to create a comprehensive service system [8][16] Observations: Coexistence of Consensus and Differentiation - The 2026 Chinese commercial vehicle market is characterized by both consensus on the shift to value-based competition and differentiation in strategic paths chosen by companies [9][17] - The upcoming competition will focus on technological depth, ecosystem breadth, and precision in user operations, with companies that effectively reduce operational costs and enhance efficiency poised to lead in this transformative phase [9][17]

2025年12月6日，"乘势向上聚力向新"山东重工潍柴集团2026年商务大会在山东潍坊举行。 当天，潍柴发布WP14NG、WP5H、WP2.5T三款商用车发动机新品及重卡CTB电池、底置电池包、大功率电驱动系统等全新三电产品。 2025年潍柴具体表现如何？2026年还有什么动向？ 请看方得网现场采访报道。 2025年销量42万台 新能源增长强劲 潍柴2025年市场表现如何？ 在下午进行的潍柴商用车动力分会，潍柴相关领导介绍，2025年潍柴重卡发动机市场占有率34%，稳居行业第一。2025年潍柴轻卡发动机销量突破11万 台、同比增长10%；大中客市场份额达到52%，市场表现优异。 方得网从现场了解到，2025年潍柴商用车发动机预计全年销量42万台、商用车新能源产品销量2万台左右。2026年，潍柴商用车领域销量目标是发动机45 万台，新能源6.1万台！ 其中2025年，潍柴重卡燃气动力地位稳固，持续保持市场主导地位。而全新进入的皮卡/VAN市场，WP2H预计全年销售1.3万台，同比增长134％！ 值得一提的是，潍柴新能源产业园全面投产，新能源产品布局完善，具备全系列电池、电机、电控产品的解决方案能力，市场口碑和产 ...