具体来看，1～11月，货车累计产销分别为333.5万辆和336万辆，同比分别增长11.4％和10％。其中，重型货车与轻型货车成为增长主力。重型货车前11个 月累计销量104.2万辆，同比增长27.5％，领跑货车市场大盘；轻型货车前11个月累计销量182.4万辆，同比增长5.8％。相较之下，中型货车与微型货车销 量略有回调，前11个月累计销量分别为11万辆和38.4万辆，同比分别下降4.8％和3.3％。 2025年是我国"十四五"规划收官、"十五五"蓝图开启的关键之年，也是商用车产业在转型升级道路上迈向深水区的攻坚之年。回顾这一年，我国商用车市 场在常态化运行中实现平稳增长，结构性调整机遇持续凸显：新能源转型全面提速，智能化技术加快场景化落地，海外市场保持稳健增长。更为重要的 是，行业竞争逻辑发生深刻转变，从过去以规模扩张为主导的"量之战"，逐步转向以技术、品牌、服务为核心的"价值之争"，为我国商用车产业高质量发 展与全球竞争力提升奠定坚实基础。 01 市场实现温和增长 需求结构持续优化 2025年，国内商用车市场重回增长轨道，呈现温和复苏态势。根据中国汽车工业协会（以下简称"中汽协"）发布的最新数据，1～11 ...

12月27日，以"驭变·聚势·启新程"为主题的东风汽车股份有限公司2026年度合作伙伴大会在武汉成功举办。本届合作伙伴大会，旨在 总结东风股份2025年业绩，充分认识行业变化，精准把握市场趋势，展望下阶段发展，与会经销服务单位、产业链等进一步统一思想， 凝心聚力，以更加坚定的意志、更加饱满的激情，实现新的跨越，为东风股份下一阶段营销工作的全面突破，夯实基础。 "十四五"期间，轻型商用车行业历经多重考验。市场需求剧烈波动、行业结构深度调整、转型升级阵痛叠加。在这场行业洗牌中，东风 股份与合作伙伴携手逆势突围，交出了一份优异的成绩单。 2025年，东风股份针对性投放多款新能源、高效物流及专用车新品，绿色制造工厂建成投产，通过模块化、柔性化智能制造平台实现产 线效能、成本、质量的全方位改善。 市场表现方面，燃油轻卡销量与份额双增长，新能源车市场连续19年市占第一，与中国物流集 团、中国供销社等达成的战略合作获得广泛认可，"真美满" 服务品牌 CSI保持行业领先，成为企业立足市场的重要支撑。 2025年优秀业绩的取得，得益于东风股份的多项核心竞争优势。 首先，公司紧抓扩大内需、建设强大国内市场的战略机遇，聚焦新能 源 ...

Core Viewpoint - The article highlights the successful collaboration between China National Heavy Duty Truck Group (CNHTC) and its global supply chain partners, emphasizing the company's strategic goals and achievements in the commercial vehicle industry, particularly in the context of the upcoming "14th Five-Year Plan" period [3][7]. Group 1: Achievements and Performance - In the first eleven months of 2025, Shandong Heavy Industry achieved a revenue of 551.9 billion yuan, a year-on-year increase of 12.3%, with an expected annual revenue exceeding 600 billion yuan [3]. - CNHTC's revenue is projected to surpass 225 billion yuan, reflecting a 17% year-on-year growth, with total vehicle sales expected to exceed 450,000 units, marking a 25% increase [3][4]. - The heavy truck sales volume is anticipated to exceed 300,000 units, making CNHTC the global leader in heavy truck sales for the first time [4]. Group 2: Technological Innovations - CNHTC has made significant advancements in three major technology routes: pure electric, hybrid, and hydrogen fuel cell technologies, with a comprehensive lineup of electric vehicles including tractors, dump trucks, and cargo trucks [6]. - The company has also introduced L2 level intelligent driving assistance features and developed high-level intelligent driving cockpits based on AI models [6]. Group 3: Strategic Goals and Supply Chain Development - For the "14th Five-Year Plan" period, CNHTC aims to achieve a sales target of 800,000 vehicles and revenue exceeding 400 billion yuan by 2030 [7]. - The company has outlined four key growth drivers and four core advocacy points for supply chain development, focusing on deep integration with corporate strategy and collaborative upgrades [7]. Group 4: Future Collaboration and Ecosystem Building - CNHTC emphasizes value co-creation with suppliers, encouraging them to transition from mere parts providers to partners in creating customer value [9]. - The company advocates for an open innovation chain, fostering joint research and development efforts and breaking down technological barriers [9][11]. - A digital transformation of the supply chain is prioritized to enhance efficiency and responsiveness, while maintaining integrity and compliance in operations [11]. Conclusion - The successful hosting of the conference not only summarized CNHTC's achievements in global supply chain collaboration but also outlined a clear path for industrial cooperation during the "14th Five-Year Plan," reinforcing the company's commitment to becoming a world-class commercial vehicle group [11].

Core Viewpoint - The 2026 Global Supply Chain Strategic Partnership Conference held by Shandong Heavy Industry and China National Heavy Duty Truck Group emphasizes the theme of "Technology Leading, Comprehensive Win-Win," showcasing China National Heavy Duty Truck's role as a leader in the commercial vehicle industry and outlining a new blueprint for collaborative development with global partners [1][3]. Group 1: Performance and Market Position - In 2025, China National Heavy Duty Truck is expected to achieve a total revenue exceeding 225 billion yuan, representing a 17% year-on-year growth, with vehicle sales projected to surpass 450,000 units, a 25% increase [3]. - The heavy truck production and sales volume is anticipated to exceed 300,000 units, maintaining the top position in the Chinese industry for four consecutive years and achieving the title of the world's largest heavy truck seller [3]. - The company has upgraded its product structure, marketing concepts, and business models, resulting in significant domestic market growth, with heavy truck sales expected to reach 150,000 units (up 33%), light truck sales at 120,000 units (up 29%), and a remarkable 116% increase in VAN and pickup sales [5]. Group 2: Export and Global Strategy - China National Heavy Duty Truck's heavy truck exports exceeded 150,000 units, marking an 11% year-on-year increase and maintaining its position as the leading exporter of heavy trucks in China for 21 consecutive years [5]. - The company achieved a record monthly export of over 15,000 heavy trucks in September, while also expanding its export product categories, with light truck exports increasing by 161% and aftermarket parts sales rising by 53% [5]. Group 3: Value Proposition for Partners - China National Heavy Duty Truck aims to create a "win-win chain" by transitioning from traditional supplier relationships to deep collaborative models focused on customer value co-creation [9]. - The company is committed to building an "innovation chain" by forming tighter R&D communities and breaking down technological barriers to enhance core competitiveness across the entire industry chain [10]. - A "smart chain" will be developed through digital transformation, utilizing big data and AI to improve supply chain efficiency and transparency [10]. - The establishment of a "sunshine chain" emphasizes integrity and compliance, ensuring fair and transparent cooperation with partners [12]. Group 4: Strategic Goals and Future Outlook - China National Heavy Duty Truck has set a clear strategic goal for 2030, targeting vehicle sales of 800,000 units and revenue exceeding 400 billion yuan, providing a stable growth platform for partners [13]. - The company is positioned as a reliable partner for suppliers looking to expand into international markets, leveraging its strong leadership and growth certainty in the commercial vehicle sector [13]. - The conference highlighted the recognition from various supply chain representatives of the company's development philosophy and ecosystem, viewing collaboration as a strategic choice to participate in the rise of China's high-end equipment manufacturing [15].

Core Viewpoint - China National Heavy Duty Truck Group aims to achieve a total commercial vehicle sales target of 800,000 units and an export target of 300,000 units by 2030, with specific sales goals for 2026 set at 340,000 units domestically, including 170,000 heavy trucks and 150,000 light trucks [1][12]. Group 1: 2025 Achievements - In 2025, China National Heavy Duty Truck's heavy truck production and sales exceeded 300,000 units, maintaining its position as the leading heavy truck manufacturer in China for four consecutive years and becoming the world's number one heavy truck brand [3]. - The company expects a total revenue of over 225 billion yuan in 2025, representing a 17% year-on-year increase, with total vehicle sales projected to surpass 450,000 units, a 25% increase from the previous year [4][10]. Group 2: Export Performance - Heavy truck exports are projected to exceed 150,000 units in 2025, marking an 11% year-on-year growth, while light truck exports saw a significant increase of 161% [4]. - The company has established a strong export presence, accounting for a substantial share of China's heavy truck exports for 21 consecutive years [4]. Group 3: Technological and Strategic Developments - China National Heavy Duty Truck has invested approximately 3 billion yuan annually in R&D, supported by national-level research centers and a workforce of over 3,000 R&D personnel [6][9]. - The company is focusing on six major transformations: green, digital, service-oriented, international, diversified, and high-end, aiming to lead in high-end commercial vehicle products [10][12]. Group 4: Future Goals and Market Outlook - For 2026, the company anticipates a stable demand in the commercial vehicle market, with a total market capacity of 800,000 heavy trucks and 700,000 light trucks [14]. - To achieve its sales target of 340,000 units in 2026, the company plans to invest over 3.4 billion yuan in product upgrades and enhance its supply chain collaboration [14].

党的二十届四中全会明确提出，"十五五"时期经济社会发展必须坚持全面深化改革，以改革创新为根本动力。 2026年是"十五五"开局之年。站在新的起点上，我国经济发展中老问题、新挑战仍然不少，需要着力寻找新的思路和办法，用好改革开放这 个关键一招。日前召开的中央经济工作会议，提出"必须坚持政策支持和改革创新并举"，并将"坚持改革攻坚，增强高质量发展动力活力"纳入 2026年经济工作重点任务。 国务院发展研究中心发展战略和区域经济研究部副部长、一级巡视员何建武说："我们经济社会发展之所以能取得这么巨大的成就，其实很重 要的一点就是得益于我们的持续的改革开放。我们持续深化重点领域改革，加快建设统一大市场，对于发挥中国的超大规模市场的作用发挥了重 要的作用。我们市场负面清单'十四五'期间减少了30%，出台了民营经济促进法，对进一步地激发民营经济的活力起到了巨大作用。" 从发布《全国统一大市场建设指引（试行）》到出台民营经济促进法、再到10个地区获批开展要素市场化配置综合改革试点……我国改革的 广度和深度不断拓展，为经济社会发展提供了制度保障和强劲动力。 这是2025年5月14日拍摄的天津自由贸易试验区中心商务片区的楼宇（ ...

Core Viewpoint - The domestic new energy light truck market has maintained a continuous growth momentum, achieving a record of "23 consecutive increases" in sales as of November 2025, with a total sales volume of 15.21 million units, reflecting a year-on-year growth of 69% [5][37]. Sales Performance - In November 2025, the new energy light truck market sold 16,000 units, marking a month-on-month increase of 13% and a year-on-year increase of 9% [5][6]. - The overall light truck market sold 54,100 units in November, with new energy light trucks accounting for 29.56% of the total, up from 27.93% the previous month [10][25]. - The cumulative sales of new energy light trucks from January to November 2025 reached 152,100 units, significantly higher than the average monthly sales of approximately 8,700 units in 2024 [8][10]. Market Share and Growth - The market share of new energy light trucks has increased, with a penetration rate of 24.46% from January to November 2025, compared to 17.73% for the entire year of 2024 [10][37]. - The top companies in the new energy light truck market include: - Yuan Cheng New Energy Commercial Vehicles: 2,733 units sold, -13% year-on-year [2][27]. - Foton Motor: 2,684 units sold, +14% year-on-year [2][27]. - China National Heavy Duty Truck Group: 1,259 units sold, +199% year-on-year [2][27]. - Shaanxi Automobile Group: 1,136 units sold, +49% year-on-year [2][27]. - Weichai New Energy: 1,023 units sold, +150% year-on-year [2][27]. Regional Performance - All provincial administrative regions in China have seen an increase in new energy light truck registrations, with Guangdong leading with a 53% year-on-year growth [13][14]. - Major cities such as Shenzhen, Guangzhou, and Zhengzhou have registered over 3,000 new energy light trucks this year [13]. Fuel Type Analysis - Pure electric vehicles remain the dominant technology in the new energy light truck market, accounting for 92.74% of sales from January to November 2025, an increase from previous years [17][19]. - Hybrid light trucks sold 9,850 units, reflecting a year-on-year growth of 43%, but this growth rate is lower than the overall market growth [19][20]. - Fuel cell light trucks have seen a decline, with only 1,190 units sold, a decrease of 26% year-on-year [23]. Conclusion - The new energy light truck market has shown robust growth, with significant increases in both sales volume and market penetration. The trend is expected to continue into December 2025, potentially extending the growth streak [37].

纵观此次商务年会释放的信号，商用车行业的变革已进入深水区。从新能源渗透率的跃升，到智能化的 场景落地，从服务模式的迭代，到产业生态的重构，其底层逻辑是行业从"规模驱动"转向"价值驱动"。 未来，只有精准把握用户需求、实现技术与场景深度融合、构建协同共生生态的企业，才能在新周期的 竞争中占据主动。 具体来看，首先是新能源赛道的"渗透率竞赛"，标志着行业从政策驱动转向市场内生驱动。此前，商用 车新能源化一度面临成本高、补能难等现实掣肘，而从此次年会释放的信号看，这一局面已彻底扭转。 例如，陕汽重卡2025年新能源重卡全年销量突破2.5万辆，同比暴涨 260%。基于当前新能源重卡的应用 场景分析，陕汽重卡认为，新能源重卡市场占有率有望达到35%-40%。2026年，国内整体重卡销量将达 116万辆，而新能源车型市场占比将升至40%。因此，陕汽重卡将2026年新能源车型销量目标锁定在 4 万辆，占整体销量目标的 40%；潍柴则将 2026 年新能源领域销量目标从 2025 年的 2 万台大幅拉升至 6.1 万台；江淮商用车新能源轻卡跻身行业前三，其"新能源+"战略通过车辆、能源、运营协同优化，为 用户打造全生命周期成 ...

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0132期 2025年12月第1周) 目录 CONTENTS 政策法规 市场洞察 企业监测 国家能源局启动"人工智能+能源"试点, 解锁能源智能化新塞道 含储能设施项目，国家发改委发布基础设 施领域REITs项目行业范围清单 上海：加强本市公共领域新能源汽车充 (换) 电设施安全管理 2025年1-10月深圳新能源轻卡2.2万辆销售第一, 新能源渗透率达78.8%但增速放缓 深圳新能源轻卡：纯电动占97.1%，厢式占 · 75.7%, 电量96-110度占62.1% 深圳新能源轻卡：1-10月远程汽车销售近5000辆， · 稳居榜首 深圳新能源轻卡补贴与通行政策双支持 . 远程新能源:首款Robovan神童T6计划于2026年1 月正式上市 采埃孚：与卡尔动力在商用车智能驾驶领域达成全面 战略合作 国轩高科：全固态电池已推进2GWh昌产线设计 · 政策法规 国家能源局启动"人工智能+能源"试点,解锁能源智能化新赛道 KE 近日,国家能源局印发《关于组织开展"人工智能+"能源试点工作的通知》 正式启动"人工智能+"能源试点申报工作,以"场景 ...

"近年商用车市场最大的变化，就是电动化转型加速！" 在近日举办的 "2025第一商用车网年度评选" 颁奖典礼上，国家信息中心正高级经济师徐 长明就商用车电动化转型现状与趋势进行了演讲。他表示，从近六年来看，商用车电动化转 型自2024年以来进入快速发展期，这其中，重卡和轻卡两大细分市场，虽然新能源渗透率 并非行业最高，但由于市场体量大，其电动化进程的加快备受业内人士关注。 那么，重卡和轻卡电动化具体呈现出哪些特征？未来将如何进一步发展？下面随小编一起来 回顾徐长明演讲中的干货内容，探寻这将为企业带来怎样的发展新契机。 商用车电动化转型加速 重卡、轻卡看点多 具体来看，商用车电动化转型是从2024年下半年开始呈现明显加速态势。 从终端零售数年度数据来看，2020年到2024年新能源商用车渗透率依次为1.9%、 2.9%、9.1%、10.6%和19.8%，2024年相比2023年渗透率一下子增长了至少9个百分 点。2025年1-10月，新能源商用车渗透率为25.2%，相比2024年全年增长了将近6个百 分点，电动化转型进一步加速。 从终端零售数月度数据来看，新能源商用车渗透率从2024年六七月份起开始加速，202 ...