| | | 新能源轻卡的市场争夺战虽已历经几轮激战，但市场悬念依旧，唯有加紧产品布局和迭代方能 不落后于人。近期，第398批新车公示发布，又有哪些新看点和新动向？请看第一商用车网的 分析报道。 | 工信部第398批新车公示新能源轻卡底盘一览 | | | | | | | --- | --- | --- | --- | --- | --- | | 电机功率 息质量 | | | | 发动机厂家/ | | | 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 功率 | | (k ) | 储能装置种类/生产企业 | | (kg) | | (k ) | | | | | | | ZKH1047P1BEV 纯电动载货汽 | 宇通客车 | | 磁酸铁锂 | | | | 1 宇通汽车 纯电动 LT253C 年底益 | TZ210XSYTC81 | 120 | 宁德时代/里体 郑州深澜/总成 | l | 4495 | | 纯电动载货汽 2 BJ1040EVA2ZB 纯电动 | 福田汽车 | 230 | 二元程 | l | 4492 | | 车底盘 | FTTBP230B | | 宁德时代 | | | | 福田汽车 ...

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].