2025年"金九"旺季，重卡市场哪家企业最旺？福田欧曼。 2025年前三季度走完，重卡行业哪家企业表现最抢眼？还是福田欧曼。 为什么这么说？请看第一商用车网的分析解读。 含金量超高的"9连涨"，前三季度销量大增近9成 据最新数据显示，2025年9月份，福田重卡（以欧曼为销售主力）强势劲销1.35万辆，同比增长137%，其中欧曼重卡销售近万辆，同比大 增167%，同比增速比重卡市场整体增速高出85个百分点。自6月份起，福田重卡已连续4个月实现翻倍增长，今年前三季度收获含金量超高 的"9连涨"。而在第一商用车网看来，"9连涨"还不足以形容福田欧曼今年以来在重卡领域的突出表现。 根据第一商用车网的观察，福田重卡2025年1-9月同比"9连涨"的含金量非常高：除1月份同比增速低于20%外，其他月份均可以用大涨、 甚至暴涨来形容，其中有5个月实现翻倍增长（1-9月平均同比增速超过100%）（如上图）。 2025年1-9月，福田重卡累计销售10.4万辆，同比增长95%，其中欧曼重卡累计销售6.4万辆，同比增长86%，继续大幅跑赢重卡市场整 体增速（+20%）。第一商用车网分析认为，福田欧曼重卡今年以来的强势表现，很大程度 ...

10月8日，北汽福田汽车股份有限公司（下称"福田汽车"）发布了9月份产销数据快报。2025年9月份，福田汽车销售各类汽 车产品5.53万辆，同比增长6.1%，其中重卡销售1.35万辆，同比大增137.4%，新能源产品销售8624辆，同比增长 47.8%。 在"全面国际化、全面新能源化、全面智能化"三大核心战略的指引下，福田汽车交上了一份含金量十足的"金九"旺季成绩 单。请看第一商用车网的分析解读。 商用车市场狂揽"9连冠"，1-9月累计销量超48万辆 福田汽车9月份产销数据快报显示，公司9月销售各类汽车5.53万辆，同比去年9月份的5.21万辆增长6.1%。截止到9月份， 福田汽车2025年累计销量超48万辆，同比增长11%。 | 类别/月份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 销量 | 4.99万 | 4.68万 | 7.18万 | 5.39万 | 4.90万 | 5.23万 | 4.55万 | 5.09万 | 5.53万 ...

Core Insights - The commercial vehicle industry is undergoing a significant green transformation driven by increasing demand for green logistics and efficient transportation, alongside the development of hydrogen highway networks across the country [1] - Beiqi Foton has emerged as a key player in the new energy vehicle sector, showcasing strong sales performance and technological advancements [1][3] Sales Performance - Beiqi Foton achieved overall sales exceeding 320,000 units in the first half of the year, with new energy vehicle sales surpassing 50,000 units, marking a year-on-year increase of 151% [1] - In June alone, new energy vehicle sales approached 10,000 units, reflecting a year-on-year growth of 90.8% [1] Product Development - The company has accelerated the introduction and iteration of new energy products, particularly in the new energy heavy truck segment, which saw a remarkable growth rate of 300.6% [3] - The Euman Galaxy series aims to redefine global standards for heavy trucks, offering a diverse product matrix that covers various energy sources and market needs [3] Technological Advancements - Beiqi Foton is focusing on overcoming core technological challenges, with R&D investment exceeding 2.1 billion yuan in 2024 [5] - The company has made significant breakthroughs in battery efficiency, fast charging technology, and lightweight design, enhancing user value and operational efficiency [5] International Market Expansion - Beiqi Foton has successfully transitioned from product output to value co-creation in international markets, with notable sales achievements in countries like Qatar and Madagascar [6] - The "GREEN 3030" strategy has led to a growing share of overseas new energy sales, enhancing the company's global brand influence [6] Ecosystem Development - The company is building a comprehensive ecosystem to support its new energy vehicles, focusing on providing a complete green productivity system for customers [7] - Collaborations with partners like CATL and Telecharge have improved service efficiency and charging infrastructure, while carbon trading systems generate additional revenue for users [7] Future Outlook - Beiqi Foton aims to lead in technology, scale, cost, and market presence, contributing to the global green development of the commercial vehicle industry [7]

Group 1 - The 2025 International Automobile and Supply Chain Expo in Hong Kong, themed "New Automobile, New Journey," showcases the highest participation of mainland Chinese automotive companies in an overseas auto show to date, with increased scale and richer content compared to previous years [1] - BAIC Group presents multiple products and innovative technologies at the expo, highlighting the development achievements of China's intelligent connected new energy vehicles [1][3] - BAIC Group's self-developed technologies, including high-integration battery cells and AI-integrated platforms, are showcased, emphasizing the company's commitment to innovation [5] Group 2 - BAIC Group has accelerated its international development, establishing a comprehensive overseas business system and integrating into the global supply chain, with products now covering over 130 countries and regions [5][7] - The company operates 41 overseas factories and has sold over 1.2 million vehicles internationally, with BAIC Foton leading China's commercial vehicle exports for 14 consecutive years [7] - The Hong Kong market favors BAIC Foton's light truck series for its excellent cargo capacity and reliability, with plans to introduce more new energy products in the future [7] Group 3 - The expo includes a special event aimed at enhancing interaction among young talents from Beijing and Hong Kong, showcasing the innovative development of the Chinese automotive industry [7] - The event serves as a platform for promoting global cooperation in the Chinese automotive industry, with BAIC Group aiming to deepen collaborative innovation between Beijing and Hong Kong [7]