8月12日，2025中国国际商用车展（CCVS）新闻发布会在北京举行。展会的各主承办方领导 及50余家媒体记者出席了新闻发布会。 2025中国国际商用车展（CCVS）将于11月10-13日在武汉国际博览中心举办。该展会逢单 年举办，是国内唯一的国家级商用车展会，也是目前亚洲规模最大的商用车展会，自2012年 举办以来，已经成功举办了六届，成为国内外主流商用车企业的首选专业性展会。 本届展会的主题是"高端化、智能化、绿色化"，展出面积预计达到8万平方米，专业观众预计 超过6万人次。 "十四五"以来，我国商用车行业经历了从高速增长向高质量发展转型的关键期，以创新为引 领，以发展新质生产力为核心，能源结构转型驱动整个产业全面升级。 2025年，我国将继续加快改革步伐，投资、出口、消费多点发力，随着政策"组合拳"落地并 发挥效应，宏观经济环境前景乐观。在此背景下，我国商用车市场需求缓慢回升，结构性增长 机会大，随着新能源商用车和出口的持续增长，市场需求和产业生态继续发生巨变。 本届展会的主题是"高端化、智能化、绿色化"，将全面展现我国商用车行业高质量发展、培育 形成新质生产力的最新成果，新能源、智能化商用车及零部件是 ...

Core Viewpoint - Yutong Bus Co., Ltd. reported a decline in overall sales for July 2025, with a notable increase in light bus sales, indicating a shift in market demand [1][2][4]. Sales Data Summary - In July 2025, Yutong sold a total of 3,219 vehicles, representing a year-on-year decrease of 4.05% compared to 3,355 vehicles sold in the same month last year [2]. - Breakdown of sales in July 2025: - Large buses: 1,570 units sold, down 21.22% from 1,993 units [2]. - Medium buses: 943 units sold, up 8.39% from 870 units [2]. - Light buses: 706 units sold, a significant increase of 43.50% from 492 units [2]. - Cumulative sales for the first seven months of 2025 reached 24,540 units, reflecting a year-on-year growth of 2.63% compared to 23,910 units [2]. - Cumulative sales breakdown for the first seven months: - Large buses: 12,708 units sold, down 9.35% from 14,018 units [2]. - Medium buses: 7,258 units sold, a slight increase of 1.09% from 7,180 units [2]. - Light buses: 4,574 units sold, a remarkable increase of 68.66% from 2,712 units [2][4]. Market Trends - The strong growth in the light bus segment is a significant driver of overall sales performance for Yutong, highlighting a shift in consumer preference towards lighter vehicles [4].

Group 1: Zero Carbon Future Dialogue - The dialogue held on June 27 focused on "Embracing a Zero Carbon Future," gathering various stakeholders to discuss development paths towards zero carbon [2] - The event highlighted China's achievements in renewable energy, including the establishment of the world's largest and fastest-growing renewable energy system and contributing to a quarter of the world's new green area [3] Group 2: Government and Policy Initiatives - Liu Zhenmin, China's Special Envoy for Climate Change, emphasized that green transformation is a key driver for high-quality development and reflects a responsible nation's commitment [5] - Zhang Lupeng from the National Development and Reform Commission noted the establishment of a comprehensive "1+N" policy system for carbon peak and neutrality, and the rapid adoption of new energy vehicles [7] - Lu Xinming from the Ministry of Ecology and Environment stated that China's wind and solar power capacity has already met the 2030 targets ahead of schedule, with the national carbon trading market covering over 60% of total CO2 emissions [9] Group 3: Industry Contributions and Innovations - Li Chunjiang from the State Administration for Market Regulation discussed the establishment of a unified carbon labeling certification system as a key measure for implementing the "dual carbon" strategy [12] - Wang Naixiang from the Beijing Green Exchange reported that over 2,600 units have applied for accounts in the voluntary carbon market, with a total trading volume of 2.15 million tons and a transaction value exceeding 180 million yuan [21] Group 4: Local Government Initiatives - Beijing's Deputy Secretary-General Han Geng highlighted the city's commitment to green development, achieving a stable reduction in carbon emissions while maintaining optimal carbon emissions per GDP among provincial regions [15] - Shenzhen's Deputy District Mayor Wen Wei emphasized the integration of ecological value, green production, and low-carbon living in the district's sustainable development model [23] Group 5: Corporate Strategies and Market Trends - Companies like China Petroleum and Sinopec are focusing on integrating clean energy and traditional energy through strategic plans to ensure energy security while transitioning to a low-carbon future [25][26] - Delta Group's CEO mentioned the importance of sustainable AI in reducing carbon emissions, with a target of 100% renewable electricity usage in their mainland facilities by 2025 [26] Group 6: Youth Engagement in Low-Carbon Practices - The release of the "2025 Youth Low-Carbon Practice Report" highlighted the active role of young people in promoting low-carbon lifestyles and their influence on corporate practices [30][32] - The report identified nine trends in youth low-carbon practices, showcasing their strong awareness and participation in climate action [32]

Core Viewpoint - The article highlights the rapid growth and development of the new energy commercial vehicle market, emphasizing the increasing penetration rates and supportive government policies aimed at promoting electric and hydrogen fuel vehicles [3][6][10]. Industry Data - In March 2025, the sales of new energy heavy-duty trucks reached 15,433 units, representing a year-on-year increase of 181%, with a penetration rate of 19.82% [6]. - The top 10 companies in new energy heavy-duty truck sales for the first quarter of 2025 include XCMG and Jiefang, with XCMG selling 5,028 units [6][7]. - The penetration rate of new energy heavy-duty trucks has shown a consistent upward trend, with significant growth observed across various vehicle categories [6][7]. Policy and Regulations - Chongqing's Economic and Information Commission has proposed a reward system for the construction of ultra-fast charging infrastructure, with funding incentives based on performance ratings [5][14]. - Shenzhen has initiated a subsidy program for the scrapping and replacement of old commercial vehicles, offering up to 140,000 yuan for eligible vehicles [5][8]. - New regulations in Jining require new residential buildings to include charging facilities for electric vehicles, ensuring a 100% installation rate [8][11]. Company Developments - Foton Motor has launched the new national standard new energy logistics vehicle in collaboration with CATL, focusing on fast charging and user-friendly features [25]. - Baettr has introduced a comprehensive solution for solid-state battery materials, marking a significant advancement in next-generation battery technology [20]. - Huawei Digital Energy showcased its integrated ultra-fast charging solutions at the Shanghai International Charging and Energy Storage Exhibition, highlighting a breakthrough in charging technology [22]. Market Trends - The article notes a shift towards electric and hydrogen fuel vehicles in the logistics sector, with companies like Long-distance New Energy Commercial Vehicles collaborating with local governments to promote eco-friendly transportation solutions [19]. - The introduction of advanced technologies such as V2X and intelligent driving systems in new energy vehicles aims to enhance user experience and operational efficiency [26].

Group 1: Climate Change and Global Response - The 2020s are critical for strengthening climate action, with 2024 marking a brief global temperature rise above the 1.5℃ threshold, a key target of the Paris Agreement [1] - The urgency of climate change is now a tangible reality, prompting a shift from delay to action among nations, as evidenced by extreme weather events [4][6] - The need for collective responsibility and substantial investment in climate action is emphasized to break political deadlocks [5] Group 2: China's Role in Climate Action - China is transitioning to a renewable energy-dominated system, with its green energy industry expected to exceed 8.5 trillion yuan in 2024 and reach 10 trillion yuan by 2025, reflecting a compound annual growth rate of over 18% [2] - China's rapid deployment of new energy logistics vehicles and advancements in hydrogen fuel technology highlight its commitment to sustainable transportation [9] - The country is making significant progress in reducing costs for key climate technologies, positioning itself as a leader in global decarbonization efforts [10] Group 3: Economic Opportunities and ESG - The global green market is projected to grow from $5 trillion in 2020 to $14 trillion by 2030, indicating substantial economic opportunities for early movers in climate action [8] - Companies are encouraged to recognize environmental protection as essential for survival and economic development, shifting from compliance to proactive climate action [8] - The transportation sector, responsible for 23% of global carbon emissions, faces urgent demands for energy structure transformation, with China leading in innovative solutions [7][9]

Core Viewpoint - The automotive industry in Liuzhou, Guangxi, is undergoing a transformation towards new energy vehicles, with financial institutions like Postal Savings Bank playing a crucial role in supporting this transition through innovative financial services [1][5]. Group 1: Financial Support and Services - Postal Savings Bank's Guangxi branch has focused on the automotive industry's transformation and the rapid development of the new energy vehicle market, providing tailored financial services to support the creation of a trillion-yuan automotive industry cluster in Liuzhou [1]. - As of March 2025, the bank has issued a total of 35.8 billion yuan in manufacturing loans, with a loan balance exceeding 25.7 billion yuan, including 10.336 billion yuan in medium and long-term loans and 9.872 billion yuan in credit loans [1]. - The bank has implemented measures to enhance service efficiency, such as optimizing review materials and adopting a one-level review and approval system, which shortens the business chain [1]. Group 2: Company Developments - Songsen Company, the only domestic brand automotive fuel pump manufacturer in Liuzhou, has expanded its customer base from a single supplier to include major automakers like Great Wall, Volkswagen, and SAIC, leading to a significant increase in its working capital needs [2][3]. - The company has received financial support from Postal Savings Bank, increasing its credit limit from 5 million yuan in 2022 to 45 million yuan in 2023, with plans to further increase it to 50 million yuan by 2025 [3]. - Songsen Company is focusing on both traditional fuel vehicle components and optimizing its production capacity by relocating its assembly operations from Shanghai to Liuzhou, creating a collaborative model of "R&D in Shanghai, manufacturing in Liuzhou" [2]. Group 3: New Energy Vehicle Production - Liuzhou Wuling New Energy Co., Ltd. has invested 2.469 billion yuan in its factory, which is designed to produce high-cost performance pure electric and plug-in hybrid vehicles, with an annual production capacity of 200,000 units [4]. - The company has reported a sales target of over 14,000 units and revenue exceeding 1 billion yuan in 2024, with significant year-on-year growth in the first quarter of this year [4]. - Postal Savings Bank has been a key financial partner for Liuzhou Wuling New Energy, providing a credit line of 500 million yuan and supporting its initial R&D and production line upgrades with a loan of 250 million yuan [5].

撰 文 / 牛跟尚 设 计 / 琚 佳 如果不是年度盘点，如果不是东风公司与兵装集团汽车业务合并的传闻，不会想到由军转民、由兵 转车、由微转商、由商转乘的重庆长安汽车股份有限公司（简称长安汽车），不仅在乘用车保持行 业前四——2024年批发164万辆、零售136万辆，而且在商用车及轻卡、皮卡、微卡等细分市场还保 持着持续向上的优势。 2024年，中国商用车企业（含卡车和客车及出口）销售387万辆，同比下滑3.9%。 从中国商用车销量前10强看，相比2023年，福田汽车和东风公司的冠亚军位置没变。福田汽车销售 61.16万辆，减少1.58万辆，同比下滑2.5%，市场份额为15.8%，市场份额上升0.79个百分点。 东风公司的商用车销量38.54万辆，减少了4.62万辆，同比下滑10.7%，市场份额为9.9%，市场份额 下滑0.66个百分点。 没有想到的是，新的季军是长安汽车，从2023年第五位上升到第三位，销量为34.30万辆，多卖了 2.67万辆。 此前这一位置是上汽通用五菱，但由于微型商用车式微，少卖了18.73万辆，直接从第三滑到第 八。 现在，中国商用车三强的共同特点是：轻卡量大，得轻卡得卡王。 202 ...