9月1日，石家庄市交通运输局第三批老旧营运货车报废更新补贴资格发放公告发布。2025年9月10日上午11时，石家庄交通运输局将 发放第三批老旧营运货车报废更新补贴资格205个，分别为：仅报废老旧营运货车补贴资格65个、报废并更新老旧营运货车补贴资格 120个、新购置新能源城市冷链配送货车补贴资格20个。 公告原文如下： 石家庄市交通运输局第三批老旧营运货车报废更新补贴资格发放公告 为深入贯彻落实河北省关于推动大规模设备更新的决策部署，加快报废高耗能高排放老旧货车。根据《关于开展石家庄市老旧营运货车 报废更新补贴工作的通告》安排，现将第三批老旧营运货车报废更新补贴资格发放时间、发放形式及数量公告如下： 发放时间：2025年9月10日上午 11 时 发放形式：本次补贴资格通过线上发放资格券的形式实施，需个人登录微信小程序"老旧营运货车报废更新"申领。 发放数量：第三批老旧营运货车报废更新补贴资格共发放205个。分别为：仅报废老旧营运货车补贴资格65个、报废并更新老旧营运货 车补贴资格120个、新购置新能源城市冷链配送货车补贴资格20个。 第四批补贴资格发放工作结合我市补贴资金使用情况随时调整，发放前提前进行公示， ...

Group 1 - The core viewpoint is that Shaanxi Province is actively promoting the electrification of urban buses and the scrapping of old operating trucks as part of a large-scale equipment update initiative starting in 2024 [1][2] - A total of 675 new energy buses have been updated, 404 bus batteries replaced, 226 old operating trucks scrapped, and 275 new energy urban cold chain delivery trucks purchased, with a total of 97.32 million yuan in central subsidy funds secured [1] - The provincial transportation department has conducted thorough surveys to understand the ownership of old operating trucks and urban buses, as well as the willingness of enterprises to update their equipment [1] Group 2 - Shaanxi has established a multi-department collaborative mechanism to promote the elimination of high-emission vehicles, involving transportation, public security, finance, environmental protection, and commerce departments [2] - A detailed elimination plan has been developed, with specific task indicators and differentiated subsidy methods to focus on the elimination of operating trucks with National IV and below emission standards [2] - The provincial transportation department plans to continue strengthening policy implementation to achieve greater effectiveness in transportation equipment updates [2]

Industry Insights - Foton Motor is upgrading its strategy in Brazil, marking a new phase in its globalization efforts in the Latin American market with the launch of its factory in São Paulo [1] - The factory covers an area of 197,000 square meters and has an annual production capacity of 5,000 units, with an initial phase capacity of 2,000 units, capable of producing various vehicle types including medium and light trucks, and plans to expand to heavy trucks and pickups in the future [4] Product Analysis - As of April 28, 2025, Anhui Province has implemented a policy for the scrapping and updating of old operating trucks, while Zhejiang Province has released guidelines for subsidy applications [5] - Jiangsu and Shanghai have not yet published specific policies for old operating trucks but have issued notifications supporting the scrapping and updating of eligible vehicles [5] Sales Forecast - The heavy truck sales in Anhui Province for 2024 are projected at 25,000 units, a year-on-year decline of 5.9%, with a notable increase in sales in the last quarter following policy implementation [10] - By the end of 2024, the total replacement base in the Yangtze River Delta region is expected to reach 212,000 units, with a significant portion being heavy trucks [13] - The light commercial vehicle market is expected to see stable growth in 2025, with an estimated total sales of 2.82 million units, reflecting a year-on-year increase of 3.5% [17]