在政策与市场因素的双重作用下，城市物流电动化进程加速。新能源轻卡凭借低运营成本、路 权优势等特性成为市场刚需，推动了市场的繁荣发展。 2025年以来，新能源轻卡市场进入全面快速发展期，月销超万辆水准逐渐成为常态。同时， 新能源轻卡运输场景向中长途拓展，各品牌大电量电动轻卡产品争相登场，呈现出"一山更比 一山高"的猛烈攻势。今年上半年，轻卡行业有哪些大电量产品问世？谁家大电量轻卡产品更 胜一筹？下面就跟随小编一起来看看吧！ 力求突破续航瓶颈 大电量新能源轻卡"各显奇招" 轻卡市场新能源化，已是不容置疑的发展趋势。从去年起，新能源轻卡市场就呈现出前所未有 的活力，渗透率更是逐月攀升。由下图可见，去年新能源轻卡销量比前年的各个月份都高出一 大截，从去年9月到今年5月，已有7个月销量超过万辆水准，6月销量虽暂未公布，但大概率 会是又一个破纪录的高位数据。 新能源轻卡销量的高速增长，除开政策推动作用外，还在于产品本身实力的提升，其中关键一 点就是续航能力的提升，让卡友购买电车减少了后顾之忧。第一商用车网注意到，从今年3月 起，各家企业纷纷推出大电量轻卡新品，力求破除续航瓶颈，电量从120度到133度、151 度，甚至1 ...

在2025湘浙皖鲁豫五省工程机械产业区域合作大会上，北汽福田湘鄂营销中心总经理石磊整体介绍北汽福田品牌 及产品架构，重点推介北汽福田长沙厂区制造资源和"地产车"产品资源。 长沙晚报掌上长沙5月16日讯（全媒体记者 刘琼萍 通讯员 欧亚琦）15日，第四届长沙国际工程机械展览会在长沙 开幕。此次展会，北汽福田携六大品牌十余款明星产品重磅亮相，设室内S5-1展区和室外E5-23展区，全面展示企 业在新能源与智能装备领域的前沿成果。此外，北汽福田还作为园区重点企业代表，出席2025湘浙皖鲁豫五省工 程机械产业区域合作大会，北汽福田湘鄂营销中心总经理石磊作主题推介。 北汽福田是中国品种最全、规模最大的商用车企业，业务已覆盖商用车全品类，构建了车辆与移动装备、零部 件、数字科技和商业生态四大业务体系。车辆及移动装备品类最全，覆盖253个场景，提供人和货自由移动全场 景解决方案。 展会现场，北汽福田集中展出欧曼、欧航欧马可、普罗科、奥铃、时代、皮卡等产品矩阵，涵盖重卡、轻卡等多 类别运输装备，覆盖AMT、新能源、城市配送、区域集散、专用车、城建、冷链、环卫等多个细分领域和场景。 其中有超过50%为新能源新品，凸显企业践行" ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for 2024, with a focus on improving profitability and advancing its new energy strategy while maintaining its leading position in the commercial vehicle market [1][2][3]. Financial Performance - In 2024, the company achieved revenue of 47.7 billion yuan, a year-on-year decrease of 15.0%, and a net profit attributable to shareholders of 0.08 billion yuan, down 91.1% year-on-year [1]. - For Q4 2024, revenue was 11.94 billion yuan, a decrease of 9.3% year-on-year but an increase of 1.2% quarter-on-quarter; the net profit attributable to shareholders was -0.35 billion yuan, a decline of 391.2% year-on-year and 2052.2% quarter-on-quarter [1][2]. - The gross margin for 2024 was 12.6%, up 1.3 percentage points year-on-year, while the net profit margin was 0.2%, down 1.5 percentage points year-on-year [2]. Market Position and Strategy - The company maintained its leading position in the commercial vehicle sector, achieving total sales of 614,000 units in 2024, a decrease of 2.7% year-on-year, with a market share of 15.9%, up 0.2 percentage points [3]. - New energy vehicle sales reached 54,000 units, a growth of 35% year-on-year, with a market share increase of 0.4 percentage points [3]. - The company is advancing its new energy strategy, focusing on the development of core technologies and products, including the launch of various new energy models across different market segments [3]. International Expansion - In 2024, the company exported 153,000 vehicles, a year-on-year increase of 17.3%, maintaining a market share of 17% in the commercial vehicle export sector [4]. - The company has made significant progress in international markets, particularly in the Americas and Southeast Asia, and has achieved breakthroughs in high-end markets such as Europe and Japan [4]. - The company is implementing a dual-brand strategy for overseas markets, optimizing its management structure to support its heavy-duty truck business [4].

Investment Rating - The investment rating for Foton Motor (600166.SH) is not explicitly stated in the provided documents, but the report indicates a focus on the company's strong market position and strategic initiatives [2][3]. Core Viewpoints - Foton Motor remains the leader in the commercial vehicle industry, with significant advancements in its "new energy" and "internationalization" strategies [2][3]. - In 2024, the company achieved revenue of 47.7 billion yuan, a year-on-year decrease of 15.0%, and a net profit attributable to shareholders of 0.08 billion yuan, down 91.1% year-on-year [2][3]. - The company’s gross margin improved to 12.6% in 2024, up 1.3 percentage points year-on-year, while the net profit margin was 0.2%, down 1.5 percentage points year-on-year [3]. - Foton's total sales volume for 2024 was 614,000 units, a decrease of 2.7% year-on-year, with a market share of 15.9%, an increase of 0.2 percentage points [3]. - The new energy vehicle segment saw sales of 54,000 units, a growth of 35% year-on-year, contributing to an increase in market share [3]. - The company exported 153,000 vehicles in 2024, a year-on-year increase of 17.3%, maintaining its position as the top exporter of commercial vehicles in China [3]. Summary by Sections Financial Performance - In Q4 2024, Foton reported revenue of 11.94 billion yuan, a decrease of 9.3% year-on-year, but a slight increase of 1.2% quarter-on-quarter [2][3]. - The gross margin for Q4 2024 was 12.8%, up 3.5 percentage points year-on-year, while the net profit margin was -2.9%, reflecting a significant decline [3]. Strategic Initiatives - The company is actively implementing its new energy strategy, focusing on the development of core technologies and expanding its product matrix to enhance competitiveness [3]. - Foton is also advancing its internationalization strategy, achieving notable growth in overseas markets, particularly in the Americas and Southeast Asia [3].

KERUI 轻型商用车市场预测研究报告 2025年3月 KERUICONSULTING 2025年3月商用车 科瑞卓信(北京)咨询有限公司 2025.3 01/ 行业洞察 CONTENTS 目录 02/ 产品分析 03/ 销量预测 • 江铃发布"蓝焰动力平台" • 欧马可智蓝ES1·165度纯电轻卡开启全国预售 • 新能源中小VAN市场总量 • 新能源VAN市场划分 • A类企业研究-远程 • B类企业研究-上汽通用五菱 • 2025年新能源中小VAN机会分析 • 经济驱动因素——国内市场需求及消费者信心不足 • 市场销量预测——轻商整体市场预测 Part 01 第一部分 行业洞察 3月10日，江铃汽车在南昌发布全新动力品牌——"蓝焰动力平台"，全新平台是江铃以极净燃烧技术、灵犀智控技术、盾构 级耐久技术三大核心技术打造的节能、强劲、耐用的巅峰标杆动力平台，重新定义新时代轻型柴油引擎边界。 蓝焰系列柴油发动机可覆盖136-272马力的功 率输出和360Nm-600Nm的峰值扭矩，低速 1000转时即可爆发340Nm强大扭矩，起步加 速更快、爬坡更有力，整车百公里节油1.2L。 未来还将衍生出双增压高性能版、混 ...

点 击 蓝 字 关 注 我 们 本文全文共 1519 字，阅读全文约需 5 分钟 一、行业洞察 江铃发布"蓝焰动力平台" 3月10日，江铃汽车在南昌发布全新动力品牌——"蓝焰动力平台"，全新平台是江铃 以极净燃烧技术、灵犀智控技术、盾构级耐久技术三大核心技术打造的节能、强劲、 耐用的巅峰标杆动力平台，重新定义新时代轻型柴油引擎边界 。 欧马可智蓝ES1·165度纯电轻卡开启全国预售 3月10日，欧马可智蓝ES1·165度电轻卡在福田营销中心工厂店每月十号的千店同频 全球直播嗨购日的直播中开启全网预售，此车型是欧马可针对城市圈运输需求长续航 定制打造的产品，力图打破用户"续航忧虑" 。 二、产品分析 根据各企业的新能源VAN渗透率可将企业划分为三大类，A类，新能源VAN渗透率 100%，即VAN类全部为新能源产品，专注新能源业务发展，不涉足传统燃油业务， 主要企业有远程、瑞驰和开瑞；B类，新能源VAN渗透率介于30%-60%，企业兼顾传 统燃油及新能源，由传统能源向新能源转变，主要企业有五菱、长安、福田、东风 等；C类，新能源渗透率低于25%，企业发展仍以传统燃油业务为主导，主要为江铃 和上汽大通等大VAN为主 ...