哆啦好运新能源物流共创平台全国推介会（贵阳首站）暨500辆徐工新能源重卡交车仪式近日 在贵阳举行。投入市场后，500辆徐工新能源重卡将直接服务于贵州省内水泥、砂石等建材的 中短途运输。 本次交付的500辆徐工新能源重卡集成了宁德时代的动力电池技术以及苏州绿控传动的电驱系 统，车辆针对贵州山地复杂地形，专门优化了动力系统，提升了重载爬坡性能。值得一提的 是，首批投入运营车辆在矿山短驳运输线路，单公里能耗成本降低了45%，每月减少二氧化碳 排放超300吨。 "水泥、砂石等大宗建材运输在碳排放中占比较高，是实现绿色转型的重点攻坚方向。"贵州省 水泥工业协会、贵州省建筑材料联合会会长龚雷海在致辞中说，推广新能源重卡已成为建材行 业提升竞争力、实现可持续发展的必然选择。 "贵阳作为西南地区的交通和物流枢纽，其短途高频、路线固定的运输特点，能够充分发挥新 能源重卡的优势。此次500台重卡的投入使用，标志着平台从规划阶段迈入规模化实际运营阶 段。"贵州哆啦好运网络科技有限公司董事长尚剑波说。 贵州省物流行业协会秘书长高波介绍，贵州省新能源物流产业联盟内的企业为新能源车辆预留 了专用停车和充换电区域，多家货主单位也达成了长期 ...

Core Viewpoint - The heavy truck market in China is showing signs of recovery despite the traditional off-season in July, driven by the "two new" policies, with the "Heavy Truck First Influence Index" reflecting a significant increase in brand influence scores compared to previous months and the same period last year [1][4]. Group 1: Heavy Truck Influence Index - In July 2025, the total score of the "Heavy Truck First Influence Index" for nine major heavy truck brands reached 2556 points, a 17.25% increase from June and a 20.34% increase year-on-year [1]. - The average weekly score for July showed a slight decline compared to the previous month, which is considered normal due to seasonal factors and extreme weather conditions [1]. Group 2: Brand Performance - The top three brands in the July "Heavy Truck First Influence Index" were: 1. FAW Jiefang with a score of 575 2. China National Heavy Duty Truck Group (CNHTC) with a score of 528 3. Dongfeng Commercial Vehicle with a score of 354 [2][16]. - FAW Jiefang announced investments totaling 498 million RMB in eight countries and reported a projected net profit of 22 million RMB for the first half of 2025 [6]. - China National Heavy Duty Truck Group achieved significant growth in all operational indicators and delivered 200 units of the V7-X new energy heavy truck in Chengdu [8]. Group 3: Industry Developments - Dongfeng Commercial Vehicle held various events, including a skills competition and a significant vehicle delivery for a coal transportation project, showcasing its commitment to quality and service [10][12]. - XCMG Automotive made strides in the new energy sector, establishing a strategic alliance for innovation in the new energy commercial vehicle industry [17]. - The heavy truck industry is expected to see renewed activity in August, as brands prepare for the peak season [20].

Group 1 - In July, major manufacturers such as FAW Jiefang, China National Heavy Duty Truck Group, XCMG, and Skyworth are actively advancing in the new energy sector, while Foton and JAC are expanding their presence in overseas markets, showcasing a diverse order landscape [1] - FAW Jiefang launched a new energy feed truck, signing a strategic cooperation agreement for the first batch of 139 vehicles, focusing on zero emissions, low costs, and high attendance in transportation solutions [2][4] - China National Heavy Duty Truck Group delivered 200 units of the V7-X new energy heavy truck and signed a strategic cooperation agreement for an additional 100 vehicles and charging stations, marking a significant collaboration [5] - Dongfeng Commercial Vehicle delivered 100 units of the Dongfeng cargo truck equipped with the Dragon Power 3.0 efficient smart power chain, enhancing operational efficiency for logistics partners [9][11] - Foton delivered 150 units of the AUMAN R tractor to a strategic client in Ghana, marking a major breakthrough in the African market with a 5% fuel efficiency improvement over similar products [12][15] - XCMG delivered 200 units of new energy heavy trucks, achieving a 160% year-on-year sales growth in the first half of the year, leading the market in various segments [17][19] - JAC delivered 50 garbage collection vehicles to Almaty, Kazakhstan, and over 100 JAC K7 intelligent heavy trucks to SF Express, enhancing the company's international and domestic order performance [20][22] - DeepWay signed a dealership agreement for intelligent new energy heavy trucks in New Zealand, marking a key step in expanding into the Southern Hemisphere market [23][24] - Skyworth signed a strategic cooperation agreement for 500 new energy heavy trucks and delivered the first 100 units, demonstrating its technical strength and commitment to green logistics [26][27] Group 2 - The order trends in July predominantly focused on new energy and overseas business, indicating a shift in product promotion and brand awareness among major manufacturers, while traditional energy sectors saw fewer significant orders [29]

Core Viewpoint - The domestic sales of new energy heavy trucks in the first half of 2025 reached nearly 80,000 units, showing a year-on-year growth of 186% and a penetration rate exceeding 22%, indicating a strong upward trend in the market [1]. Group 1: Market Performance - In the first half of 2025, the cumulative sales of new energy heavy trucks in China reached 79,200 units, with XCMG Automotive selling 12,900 units, a year-on-year increase of 160%, capturing a market share of 16.25% [4]. - XCMG Automotive ranked first in monthly sales for seven times in the first half of 2025, with average monthly sales exceeding 1,000 units and reaching over 2,000 units for four consecutive months starting from March [5][3]. - The average monthly sales of XCMG's new energy heavy trucks in the first half of 2025 was 2,145 units, a significant increase from the average of 1,197 units in the previous year [8]. Group 2: Segment Performance - In the competitive new energy tractor market, XCMG sold 9,532 units in the first half of 2025, a year-on-year increase of 288%, achieving a market share of 16.30% [8]. - In the new energy dump truck segment, XCMG sold 2,275 units, a year-on-year increase of 93%, with a market share of 22.15% [8]. - In the battery swap heavy truck market, XCMG sold 4,647 units, a year-on-year increase of 140%, leading the market with a share of 18.59% [10]. Group 3: Product and Service Quality - XCMG's new energy heavy trucks are recognized for their reliability and effective service, contributing to positive word-of-mouth and increased orders [15]. - The trucks are equipped with unique battery thermal management technology, allowing operation in extreme temperatures from -35°C to 65°C, which enhances their appeal across diverse climates [16]. - XCMG provides comprehensive service solutions, including 24-hour online rescue services and rapid response times, ensuring efficient vehicle operation for customers [18]. Group 4: Market Expansion - XCMG has established a presence in 30 out of 31 provincial-level administrative regions in China, achieving widespread market penetration [14]. - The company continues to expand its market influence, demonstrating strong performance in the highly competitive new energy heavy truck sector [19].

Core Viewpoint - XCMG has successfully delivered 200 units of its new energy heavy trucks in North China, aimed at enhancing local sand and stone transportation and urban construction efforts [1]. Group 1: Product Features - The delivered products include various models such as 433-degree and 600-degree tractors, as well as 800-degree tractors and 433-degree dump trucks, which are well-received in the market due to their advanced technology and excellent performance [3]. - The trucks are designed as "mobile fortresses" with a full steel cage cab that meets international crash standards, ensuring safety in harsh weather and complex road conditions [5]. - The vehicles feature a pioneering all-liquid-cooled high-power powertrain technology, providing stable and abundant power output, suitable for heavy loads and steep inclines [5]. - Energy-saving technologies such as variable frequency oil pumps and automatic energy-saving air conditioning significantly reduce energy consumption compared to similar products, helping customers lower operational costs [5]. Group 2: Customer Trust and Service - XCMG's new energy heavy trucks are reliable and adaptable to various environments, ensuring high efficiency under intense operational conditions while maintaining low energy consumption and long endurance [6]. - Customer feedback highlights high operational rates and cost-effectiveness, indicating satisfaction with the performance of XCMG's new energy heavy trucks [8]. - Post-delivery, XCMG's service engineers provide on-site guidance and training, ensuring professional support for customers [9]. Group 3: Market Performance - XCMG's new energy heavy trucks are leading the industry, with sales increasing significantly due to a focus on customer needs, technological innovation, and quality improvement [10]. - In the first half of the year, XCMG's new energy heavy truck sales grew by 160% year-on-year, securing the top market share in segments such as new energy tractors and dump trucks [12]. - The company is committed to advancing green transportation solutions, aiming to create more value for customers and lead the industry towards a sustainable future [13].

Core Viewpoint - XCMG's new energy heavy trucks are leading the industry towards zero-carbon transportation, showcasing advanced technology and performance in various challenging environments [1][19]. Group 1: Product Performance - The XCMG 400-degree pure electric tractor has been successfully delivered in the E. Dong region, demonstrating its capability to carry 40 tons of sand and stone uphill without issues [3][5]. - The 423-degree pure electric tractor operates efficiently even under extreme heat, with drivers noting significant energy savings and effective air conditioning performance [6][7]. - The 352-degree pure electric tractor has been tested in extreme cold conditions, functioning normally at -30°C, which has increased customer confidence in the product [11][12]. - The 433-degree pure electric dump truck is designed for complex construction conditions, offering robust performance and a 33% reduction in operating costs compared to traditional fuel vehicles [16][17]. Group 2: Technological Advancements - XCMG has developed a multi-dimensional intelligent torque control technology that balances economic and power output, enhancing vehicle efficiency [9]. - The new generation rear axle has improved drag torque by 66% compared to the previous model, increasing energy recovery efficiency and safety during downhill operations [10]. - The unique battery thermal management technology allows XCMG's electric trucks to operate effectively in a temperature range from -35°C to 65°C, ensuring reliable performance in various climates [14]. Group 3: Market Impact - XCMG's new energy heavy trucks are contributing to a growing trend towards zero-carbon transportation across different regions, reinforcing the company's commitment to providing reliable products and services [19].