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 ■目录 CONTENTS 政策法规 市场洞察 企业监测 奇瑞商用车:开瑞小卡及开瑞VAN系召开2025年中商务会 (总第0116期 2025年8月第2周) 新能源将全面迈入由资源驱动向市场驱动 的高质量发展新阶段 市场监管总局：发布新国标涉及动力锂电 池运输,将于明年2月实施 我国氢能产业重要政策发展进程 . 1-7月国内新能源商用车同比增长61.1%，渗透 率上升至24.2% 1-7月国内新能源重卡同比增长179.3%，渗透率 . 达22.9% 徐工、三一持续保持领先地位，传统企业加速电 · 动化转型 聚焦我国商用车行业发展，需攻克三大关 . 广汽领程：新能源重卡T9正式下线，专为短倒运输场景定制 质子汽车：发布曜灵Ⅱ，搭载奥扬科技液氢瓶 荣程新能:配套清能股份400kW电堆的氢能重卡完成整车 . 集成并进入实测阶段 政策法规 新能源将全面迈入由资源驱动向市场驱动的高质量发展新阶段 近期，国家连续发布《关于深化新能源上网电价市场化改革促进新能源高质量发展的通知》、 快电力现货市场建设工作的通知》等系列政策文件。 方面持续加快全国电力现货市场建 ...

Domestic News - Xiaopeng Motors and Volkswagen signed an expanded electronic and electrical architecture technology agreement, building on their previous collaboration to accelerate development and achieve key project milestones [4] - Beijing Hyundai launched the "818 Super Fuel Purchase Festival," offering a low entry fee and multiple purchase incentives to enhance customer engagement [5] - SAIC-GM-Wuling and Huawei are upgrading their collaboration, with the Baojun brand potentially adopting the Hi model [6] - Dongfeng Motor and JD Group established a strategic cooperation agreement to enhance collaboration in vehicle marketing, after-sales service, procurement, and smart logistics [7] - Geely's CEO announced a plan for a more than 30% increase in overseas exports in the second half of the year, focusing on a flat organizational structure and tailored product strategies for different regions [9] - NIO launched the world's highest-altitude battery swap station in Linzhi, located at 4500 meters, as part of its strategy to enhance service along the G318 route [10] - Avita's new concept car is set to debut on September 7 in Munich, with plans to enter 50 countries and regions by 2025 [11] - GAC Energy and Chery Green Energy reached a cooperation agreement to open over 20,000 charging stations to enhance charging convenience for electric vehicle users [12] Foreign News - Sony and Honda's joint venture Afeela announced the pre-production of its first electric vehicle, with deliveries expected in mid-2026 [14] - UK battery developer Harmony Energy plans to raise £300 million (approximately $400 million) to expand into the European energy storage market [15] - VinFast intends to spin off its R&D department and sell it to its founder for approximately $1.5 billion as part of its restructuring efforts [16] - Toyota plans to launch three electric vehicle models in South Africa by 2026, entering a competitive market dominated by Chinese and European brands [17] Commercial Vehicles - BYD Commercial Vehicles and JD Auto signed a strategic cooperation agreement to deepen collaboration in the electric commercial vehicle sector [19] - Sinotruk established a joint venture in Kazakhstan to produce commercial vehicles, supported by the local government [20][21] - Zero One Automotive launched its ZSD autonomous driving heavy truck in Guangdong, marking a significant milestone in the field of electric heavy trucks [23] - Proton Motors unveiled the "Yao Ling II," a new concept heavy truck aimed at leading the industry towards a future of unmanned freight [24]

8月13日，广州巴士集团有限公司971台纯电动城市客车采购项目延期公告发布。公告显示， 受委托，该971台纯电动城市客车采购招标进行延期，递交投标文件截止时间、开标时间调整 为2025年8月20日9时30分（北京时间）。 广州巴士集团有限公司 971 台纯电动城市客车采购项目延期公告 (招标编号: CF25ZHJ0112) 一、内容: 广州公交集团汽车服务有限公司受广州巴士集团有限公司、广州市第二巴士有限公司 (以下简称"二巴公司")、广州花都恒通客运发展有限公司(以下简称"花都恒通")(上述 三个单位以下简称"采购单位") 委托,组织广州巴士集团有限公司 971 台纯电动城市客车 来购项目 (项目编号: CF25ZHJ0112) 的公开招标工作，现对本项目进行延期，具体如下。 一、递交投标文件截止时间、开标时间和地点调整为: (一) 递交投标文件截止时间、开标时间: 2025年 8 月 20 日 09 时 30 分 (北京时间)。 (二) 开标地点: 广州市越秀区农林下路 80 号冠怡大厦 19 梭 1910 室。 二、原招标公告、招标文件内容有涉及本公告内容的,按本公告内容,有不符之处,以本公 告内容为准 ...

8月13日，质子汽车全新概念重卡——"曜灵Ⅱ"重磅发布。曜灵Ⅱ基于对无人驾驶货运模式的深度 思考，通过背车转运模式、中置轴设计、全天候运营等造型与功能的实现，最大程度释放无人驾驶 技术在效率、成本、空间方面的优势，致力于打造极致运输效率且更具盈利能力的智能无人运输 车。 航、超高安全储氢的核心需求，为曜灵Ⅱ提供了澎湃持久的零碳动力源泉。 质子汽车曜灵Ⅱ的发布，不仅是一款革命性产品的诞生，更是"无人货运"新模式与"绿色智运"新未 来的正式启航。同时，奥扬科技与质子汽车的成功合作，是奥扬科技在氢能重卡领域战略布局的关 键一步。奥扬科技表示，未来将持续加大研发投入，深化液氢等前沿储运技术的创新与应用，携手 产业链上下游伙伴，共同构建更完善、更高效、更安全的氢能生态圈。 文章 来源： 奥扬科技、质子汽车 "宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 重要会议： 2025势银绿氢产业大会（8月27-28日，江苏·无锡） 点此报名 添加文末微信，加 绿氢 群 奥扬科技自主研发的 车载液氢气瓶 ，成为"曜灵Ⅱ"的核心动力载体。奥扬液氢瓶以其卓越的低温 保温性能、行业领先的质量储氢密度和 ...

Core Viewpoint - Proton Automobile is positioning itself as a leader in the new energy commercial vehicle sector, focusing on hydrogen energy heavy trucks and intelligent driving technology to meet the evolving demands of the market [5][8][9]. Group 1: New Energy Strategy - Proton Automobile has developed over 200 new energy commercial vehicles since its establishment in 2022, emphasizing hydrogen and pure electric technology routes [5][6]. - The company has achieved a 16% market share in hydrogen energy heavy trucks in 2024, leading the industry [8]. - The maximum range of pure hydrogen commercial vehicles has reached 1000 kilometers, with a fuel cell system rated power exceeding 260 kW [8]. Group 2: Intelligent Driving and Technology - Proton Automobile is committed to a dual strategy of new energy and intelligent driving, focusing on technological innovation as a core competitive advantage [9][10]. - The company has introduced the BAR (Best Asset Return) concept to enhance operational efficiency and reduce costs through integrated vehicle capabilities [10][17]. - The intelligent driving system has achieved significant milestones, with the first phase successfully validated and the second phase expected to launch by the end of the year [13]. Group 3: Launch of YaoLing II - The YaoLing II concept vehicle was unveiled, representing a transformative approach to freight logistics and aiming to redefine the standards for new energy commercial vehicles [15][19]. - YaoLing II aims to reduce purchase costs by 30% and overall operational costs by 36%, addressing inefficiencies in freight transport [17]. - The vehicle features advanced autonomous driving technology, enabling 24/7 operations and significantly lowering labor costs [17].