Group 1 - In August, the wholesale sales of heavy trucks and the sales of Beidou operation certificates both achieved year-on-year growth, indicating a strong market recovery despite being a "traditional off-season" [1] - China National Heavy Duty Truck Group (CNHTC) received over 1,000 orders for the Shandeka model, showcasing strong market demand [2][5] - A strategic cooperation between CNHTC and a major client in Zunyi resulted in the signing of a contract for 100 units of the HOWO TH7-N tractor, marking a significant milestone in the industry's modernization [3] Group 2 - FAW Jiefang delivered 100 units of the JH6 new energy tractor to Water Mountain Logistics, emphasizing the collaboration's role in promoting low-carbon transformation in the logistics industry [6] - Dongfeng Commercial Vehicle successfully delivered 100 intelligent driving vehicles and 100 cargo trucks to a leading logistics company, demonstrating advancements in smart logistics solutions [7][10] - Foton Motor signed contracts for 186 units of the Ouman heavy truck and exported 107 units, reflecting strong market recognition for its products [9][12] Group 3 - XCMG achieved significant domestic and international orders, including the delivery of 200 units of dump trucks and 500 units of new energy heavy trucks, contributing to local construction logistics [14][16] - SANY Heavy Industry signed contracts for 150 electric heavy trucks in Jiangxi and 200 in Huizhou, marking a major step in green logistics development [17][19] - Zero One Automotive launched a new electric heavy truck model, receiving 568 pre-orders within three hours, indicating robust market interest [20][21][23] Group 4 - DeepWay delivered 100 units of new energy heavy trucks and signed an additional order for 500 units, marking a milestone in the scale application of new energy vehicles [24][25] - CIMC secured a strategic cooperation agreement for 2,000 semi-trailers in Tanzania, enhancing local delivery and service capabilities [26][29] - Yihua Tong signed a strategic cooperation agreement for 100 hydrogen fuel cell heavy trucks, aiming to develop a hydrogen energy vehicle manufacturing base [34][35] Group 5 - The heavy truck market in August saw significant orders, reflecting strong demand for efficient, environmentally friendly, and intelligent products [37] - The upcoming traditional sales peak in September and October is expected to sustain the growth momentum in the heavy truck market, with companies striving to achieve better results [37]

Core Viewpoint - The article highlights the positive performance and market acceptance of the new energy heavy trucks equipped with the Tebejia electric drive system, showcasing their efficiency and reliability in operations [1][5][14]. Group 1: Performance and Efficiency - The company operates 700 heavy trucks, of which 200 are new energy trucks, with 150 equipped with the Tebejia electric drive system [3]. - The energy consumption of the 50 new energy trucks is approximately half that of traditional fuel trucks and at least 30% lower than that of natural gas trucks [3][5]. - The new energy trucks have shown excellent performance in various operational conditions, including acceleration, overtaking, heavy loads, and climbing [9][11]. Group 2: Market Position and Trust - The market share of new energy trucks equipped with the Tebejia electric drive system in Xinjiang has exceeded 30%, indicating strong market competitiveness [6][14]. - The company expresses great trust in Tebejia due to its market performance and the positive feedback from drivers regarding the trucks' power and reliability [6][14]. Group 3: Service and Support - Tebejia provides responsive service, including point-to-point support in the Xinjiang region, ensuring high quality control of electric motors and electronic controls [13]. - The after-sales team of Tebejia responds quickly to issues, tracks problems in real-time, and enhances driver training to reduce operational failures [13].

Core Viewpoint - The delivery of 500 XCMG new energy heavy trucks marks a significant step in promoting green logistics in Guizhou, focusing on reducing carbon emissions and enhancing operational efficiency in the construction materials transportation sector [1][3][7]. Group 1: Delivery and Technology - The 500 XCMG new energy heavy trucks are equipped with CATL's power battery technology and Suzhou Green Control's electric drive system, optimized for the mountainous terrain of Guizhou, improving heavy load climbing performance [3]. - The operational vehicles have achieved a 45% reduction in energy consumption costs per kilometer on short-distance mining transport routes, resulting in a monthly decrease of over 300 tons in carbon dioxide emissions [3]. Group 2: Ecosystem and Policy Support - The "New Energy Logistics Co-Creation Platform" ecosystem integrates manufacturing capabilities from vehicle manufacturers, technological advantages from energy companies, and logistical resources from logistics firms, creating a model of "zero-carbon energy network, electric capacity network, comprehensive refueling network, and cloud-based intelligent network" [5]. - Guizhou has actively responded to the "dual carbon" goals by prioritizing road rights for new energy logistics, providing charging and battery swap subsidies, and promoting industry alliance construction to support the green transformation of bulk goods transportation [7]. Group 3: Strategic Partnerships and Future Plans - The event saw the signing of strategic cooperation agreements with six companies, including Guangdong Yutong Qiyuan Chip Power and Chongqing Zhongji New Energy, as well as partnerships with eight other firms, aiming to provide a one-stop service including vehicle leasing, sourcing, financial support, charging network, intelligent scheduling, and after-sales service [11]. - The model developed in Guizhou is set to be promoted nationwide, facilitating the widespread application of new energy heavy trucks in mining, construction materials, and urban distribution sectors [11].

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].