第三届中国碳市场大会将于24日在上海举行。近年来绿色低碳贯穿民生领域方方面面。 最近，"苏超"联赛第12轮比赛正式打响。无纸化的电子门票、"人走场净"、绿色出行等，让一场城市间的足球赛，正演变为绿色创新的试验场。 比赛前三个小时，位于江苏宿迁千鸟园广场公交集散点，不少市民已经开始陆续坐上公交，准备前往比赛现场。 球迷：我很愿意用这种绿色、健康的方式出行观赛，也能用这种特别方式为我喜欢的家乡球队加油助威。 球迷：公交车可以直达赛场周边，这对大家来讲都非常方便。公交车上有很多本地球迷，这样可以一起为我们宿迁队加油，这比自己开车有意思多了。 针对此次足球比比赛，江苏宿迁公交集团抽调了80辆新能源公交，保障赛事出行。 不仅出行方式注重低碳环保，早在赛事筹备时，低碳理念已融入比赛全流程设计之中。电子票务系统替代传统纸质票，单场就能减少纸张消耗超2万张，球 迷拿着手机和身份证，一扫就能进场，快速便捷。 宿迁市楚润数据集团有限公司副总经理 陈兆国：电子票不仅减少了纸张的使用，也减少了取票环节，广大球迷只要用手机就能实现购票、取票、观赛，同 时电子票也不易丢失，更加安全便捷。 在赛场，每隔50米就有一个分类垃圾桶，实现了垃圾 ...

Core Viewpoint - The new rural road improvement action plan issued by the Ministry of Transport, Ministry of Finance, and Ministry of Natural Resources aims to enhance the modern rural transportation system, which is expected to bring significant benefits to the automotive industry [2] Group 1: Automotive Market Expansion - Improvements in infrastructure such as roads, charging, and parking will drive the demand for automobiles and new energy vehicles [3] - The plan aims to complete the reconstruction of 300,000 kilometers of rural roads by 2027, which will release pent-up car purchasing demand, especially in traditionally underserved areas [3] - The rural automobile ownership rate is currently one-third of urban areas, with a projected compound annual growth rate of over 15% for rural passenger vehicles in the next five years [3] Group 2: Public Transport and Bus Procurement - The plan mandates that the bus service coverage in administrative villages reaches over 55% by 2027, which will stimulate demand for new energy buses and small commuter vehicles [4] - Pilot programs in regions like Henan and Sichuan show that integrated urban-rural bus services can lead to an annual increase of 50-80 new energy buses per county, boosting commercial vehicle orders by over 20% [4] Group 3: Product Structure Optimization - The enhancement of rural road quality will necessitate the optimization of automotive product structures, leading to diverse vehicle demands [5] - The plan emphasizes the construction of industry-related roads, which has resulted in a 30% annual growth in sales of micro and light trucks in agricultural areas [5] - The demand for specialized refrigerated trucks is also experiencing explosive growth, driven by the need for efficient logistics in rural areas [5] Group 4: Infrastructure and Ecosystem Development - The improvement of rural roads and infrastructure will help create a new automotive consumption ecosystem [7] - The plan encourages the development of public charging and swapping facilities along rural roads, addressing the "charging difficulty" for new energy vehicles [7] - The rural automotive aftermarket is expected to exceed 200 billion yuan by 2027, driven by improved service networks and maintenance options [7] Group 5: Industry Restructuring and New Opportunities - The integration of rural logistics will reshape the commercial vehicle industry, with a growing demand for new energy logistics vehicles [9] - The annual growth rate of rural e-commerce and express delivery services is 25%, leading to a 40% increase in demand for new energy logistics vehicles [9] - The plan provides a solid foundation for automotive companies to penetrate rural markets, emphasizing the need for tailored products and services [9]

Market Overview - The market for new energy heavy-duty trucks continues to experience rapid growth, with sales in April reaching 16,384 units, a year-on-year increase of 245%, and a penetration rate of 21.75% [8][10]. - The top 10 companies in new energy heavy-duty truck sales for the first four months of 2025 have all surpassed 7,500 units, with Shanghai leading the regions with 7,155 units sold [8][9]. Policy and Regulations - Chongqing's plan aims to establish a comprehensive electrification pilot area for public vehicles by the end of 2025, promoting over 180,000 new energy vehicles, with a target of over 90% electrification for public service vehicles [7][10]. - The Jiaxing Municipal Development and Reform Commission has set goals for carbon neutrality, including increasing renewable energy generation capacity to over 64% by the end of 2025 [11]. Industry Data - In the first four months of 2025, the sales of new energy heavy-duty trucks showed significant growth across all fuel types, with charging products continuing to gain market share [8][9]. - The penetration rate of new energy heavy-duty trucks is projected to increase significantly, with various models showing year-on-year growth rates exceeding 300% [8][9]. Corporate Developments - Jianghuai Automobile launched its new energy light truck solutions in Guangzhou, targeting various logistics scenarios including cold chain and urban distribution [15]. - Dongfeng Commercial Vehicle received an order for 1,000 new energy heavy-duty trucks, optimized for diverse terrains and conditions in Xinjiang [17]. - XCMG's new energy traction vehicles have been delivered to coal transportation fronts, marking a significant step in green logistics [15][17].