随着市场需求的迅猛增长，各主机厂对新能源轻卡也不断加码。在工信部近期发布的第399批 新车公示中，有哪些看点值得关注？请看第一商用车网的分析报道。 | | | | | | 工信部第399批新车公示新能源轻卡底盘一览 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 企业名称 | 产品型号 | 产品名称 | 动力类型 | 电机生产企业/型号 | 电机功率 | 储能装置种类/生产企业 | 友动机厂家/功 NH | 总质量 | | | | | | | | (kV) | | (kv) | (kg) | | | | DLP1040FCE | 燃料电池载 | | 博世汽车 | | 磷酸铁锂 | 质子交换膜 | | | 1 | 德力新能源 | | | ज्ञ न | | 167 | | 风氢扬氢能科技/ | 4492 | | | | VT22H | 货汽车底盘 | | TZ230XS001 | | 宁德时代 | 扬青动力 | | | | | BJ1045FCEV | 燃料电池载 | 氢气 | 北汽福田 | | 磷酸铁 ...

Core Viewpoint - The competition in the new energy light truck market remains intense, with companies needing to accelerate product layout and iteration to avoid falling behind [1] Group 1: Market Overview - The 398th batch of new vehicle announcements includes 14 companies participating in the application for new energy light truck chassis, with a total of 26 models submitted [3] - Although the number of submissions is lower than the previous batch, the level of market competition remains high [3] Group 2: Key Players and Submissions - Foton submitted 5 chassis models, while China National Heavy Duty Truck Group submitted 4 models, and several other companies like Flying Car and BYD submitted 2 models each [4] - The main focus remains on pure electric models, with 22 out of 26 submissions being electric [6] Group 3: Technological Innovations - The 398th batch includes one hydrogen fuel cell truck chassis and one plug-in hybrid truck chassis, indicating a diversification in technology strategies among manufacturers [15][19] - China National Heavy Duty Truck's hydrogen fuel cell model features a proton exchange membrane fuel cell system and a lithium iron phosphate battery, suggesting potential cost advantages [17] Group 4: Product Design and Features - Foton's new chassis models feature a more modern and youthful design, with a focus on user needs across various scenarios [10][12] - The models offer flexibility in powertrain options, allowing users to choose between different power outputs and battery types [12] Group 5: Supply Chain Dynamics - The increasing focus on supply chain autonomy among manufacturers is reshaping the competitive landscape, with companies like Jianghuai and China National Heavy Duty Truck enhancing their control over supply chains [19][21] - The competition is not only about product offerings but also about achieving the best balance between product, technology, and cost [21]

Core Viewpoint - The new energy light truck market has been experiencing significant growth since 2025, driven by policy incentives and market demand, leading to an accelerated pace of new product launches by automotive companies [1]. Group 1: Market Trends - The 397th batch of new product announcements from the Ministry of Industry and Information Technology shows that 16 companies participated in the application for new energy light truck chassis, with a total of 31 models submitted, indicating high market interest in new energy logistics vehicles [3][4]. - Among the 31 chassis models, pure electric vehicles remain dominant, with 29 models being fully electric, including 3 models designed for battery swapping and 2 models featuring CNG/electric hybrid systems, reflecting a diversification in technology routes for new energy logistics vehicles [7][11]. Group 2: Key Players and Products - Fei Die Automobile leads the application list with 5 new chassis models, followed by Kai Rui Automobile with 4 models, and Jianghuai and Foton with 3 models each [4]. - The competition in the small micro truck market is intensifying, with various manufacturers accelerating their layouts in this segment, as evidenced by the total weight of models submitted ranging from 2510 to 3495 kg [16]. Group 3: Technological Innovations - The introduction of battery swapping technology is gaining traction, with models from Jianghuai, Qingling, and China National Heavy Duty Truck Corporation featuring this capability, indicating a consensus among manufacturers to enhance product offerings in this niche [11]. - The power systems of the chassis models show a trend towards using lithium iron phosphate batteries from CATL, while China National Heavy Duty Truck is innovating with ternary lithium batteries, showcasing competitive advantages in the market [13]. Group 4: Market Dynamics - The competition for battery market share is intensifying, with CATL's influence being challenged by other manufacturers like Yiwei Lithium Energy and Guoxuan High-Tech, indicating a shift in consumer preferences away from relying solely on CATL [20]. - The focus for light truck brands is shifting towards quickly penetrating various market scenarios to capture user interest, as the new energy logistics vehicle market enters a critical phase of competition [23].

Core Viewpoint - The release of the 395th batch of new vehicle announcements by the Ministry of Industry and Information Technology highlights the rapid growth in the sales of new energy light trucks, indicating a strong market interest and competitive landscape in the sector [1][4]. Group 1: Market Dynamics - A total of 21 companies participated in the announcement, with 47 light truck chassis models submitted, representing a significant increase of 104% compared to the previous batch [4]. - The enthusiasm for new energy logistics vehicles is evident, with both traditional and new entrants in the market seeking to capitalize on the growing demand [10][12]. Group 2: Product Offerings - Foton Motors led the submissions with 6 chassis models, followed by Remote New Energy Commercial Vehicles with 5 models [7]. - The majority of the submitted models (44 out of 47) are pure electric, accounting for approximately 94% of the total, reflecting strong market acceptance of electric light trucks [13]. Group 3: Technological Innovations - The announcement includes innovative hybrid models, such as Remote's methanol-fueled range extender and Foton's battery swap hybrid, showcasing diverse technological approaches to meet market needs [16][18]. - The introduction of hydrogen fuel cell models by Dongfeng Liuqi and Yutong indicates a broader exploration of alternative energy sources in the light truck segment [19][24]. Group 4: Competitive Landscape - CATL remains the leading battery supplier, equipping 20 models (42.6% of the total), but faces increasing competition from companies like EVE Energy and Fudi Battery, which supply 10 and 6 models respectively [28][30]. - The competitive dynamics in the battery supply market are intensifying, with EVE Energy's cost-effectiveness and Fudi Battery's integration with BYD's technology gaining traction among major manufacturers [33]. Group 5: Future Trends - The upcoming changes in battery standards and the introduction of new technologies, such as sodium-ion batteries, are expected to shift the competitive focus from just range and load capacity to overall lifecycle costs and adaptability to specific scenarios [34].