在能源结构转型、技术迭代加速与全球格局重塑的交织影响下，商用车行业竞争已远不止于销量数字的 攀升。2025年，北汽福田以全年销量超65万辆、同比增长5.9%的表现收官，不仅稳居商用车行业第 一，更通过一系列战略发布、技术突破与市场开拓，反映企业在复杂环境中的稳健韧性，展现出从"规 模扩张"向"价值创造"转型的清晰路径。 业内人士认为，中国商用车企业的竞争力正从成本与规模优势，向技术、品牌、生态及全球运营体系等 综合优势演进。北汽福田2025年的突破，既是一家企业的阶段性成果，也为中国制造业向全球产业链高 端攀升提供了有益参照。 2025年，北汽福田海外销量达16.5万辆，同比增长7.2%，全球化经营成效卓著。这一成绩的背后，是 其"全面国际化"战略持续深化的结果——企业正实现从产品贸易到本地化运营，再到全球价值链整合的 系统性跃迁。 面对行业新能源化趋势，北汽福田2025年新能源汽车销量突破10.1万辆，同比增长87.2%，市场渗透率 显著提升。这得益于企业坚持多元化技术路线、深化场景应用与构建产业生态的系统性创新。 据悉，北汽福田坚持"纯电、混动、氢燃料"三线并举，依托自主研发的"爱易科"三电系统及"启明星 ...

Core Insights - The commercial vehicle industry is undergoing a transformation driven by energy structure changes, accelerated technological iterations, and global reconfigurations, with a focus on strategic foresight, deep industry insights, and systematic operational capabilities [1] Group 1: Sales and Market Performance - In 2025, Beiqi Foton achieved annual sales exceeding 650,000 units, reflecting a year-on-year growth of 5.9%, maintaining its position as the leader in the commercial vehicle sector [1] - The overseas sales reached 165,000 units in 2025, marking a year-on-year increase of 7.2%, showcasing the effectiveness of its comprehensive internationalization strategy [2] Group 2: Global Expansion Strategy - Beiqi Foton is transitioning from product trade to localized operations and global value chain integration, with significant milestones in production capacity and market expansion [2] - The establishment of production facilities in Thailand and Brazil, along with partnerships in the Middle East and North Africa, highlights the company's commitment to deepening its global footprint [2][3] Group 3: Innovation in "Going Global" Model - The company has shifted from single product exports to a comprehensive empowerment model that includes localized manufacturing, collaborative supply chains, and operational ecosystems [3] - Collaborations with partners like CATL and Cummins in Brazil demonstrate the development of integrated solutions for new energy vehicles and smart services [3] Group 4: Technological Advancements and Sustainability - In 2025, Beiqi Foton's sales of new energy vehicles surpassed 101,000 units, reflecting a significant year-on-year growth of 87.2% and an increase in market penetration [4] - The company is pursuing a diversified technology route with a focus on pure electric, hybrid, and hydrogen fuel technologies, supported by substantial investments in R&D [4] Group 5: Smart Technology Integration - Beiqi Foton has integrated smart technology throughout its R&D and application processes, enhancing operational efficiency and transforming vehicles into intelligent mobile terminals [5] - The company reported over 3.16 million vehicles connected to its "vehicle + internet" ecosystem, serving over 4,500 logistics companies, which has led to significant operational improvements [5] Group 6: Strategic Vision and Future Outlook - The company's growth trajectory in 2025 is attributed to its commitment to comprehensive internationalization, new energy, and smart technology strategies, indicating a maturation phase [6] - Beiqi Foton's advancements reflect a shift in competitive advantages from cost and scale to technology, brand, ecosystem, and global operational capabilities, positioning it for future growth in the global market [6]