（文/观察者网 张家栋 编辑/高莘） 三 一重工电动卡车 金融时报 与乘用车相似的是，国内汽车市场动力形式结构的转变，正在成为推动中国卡车出海的最大动力。 据数据提供商《商用车世界》的数据，今年前八个月，柴油卡车约占中国卡车销量的51%，而2023年同 期这一比例为75%。相比之下，电动卡车的普及率已从两年前的4%飙升至约24%。 今年5月，宁德时代董事长曾毓群也曾表示，到2028 年，中国销售的所有新卡车中有一半将是电动卡 车，该预测预示着全球重型货车市场将发生巨大变革。 尽管曾毓群的预测或许掺杂着对于自身卡车电池产品的营销话术，但在客观增长的新能源卡车销量占比 背后，是中国汽车产业链在电动化技术上的领先。 《金融时报》称，电池成本的大幅下降和续航里程的提升对中国电动卡车的繁荣至关重要。同时，中国 为柴油卡车提供的以旧换新补贴，地方政府为电动汽车划拨专用车道，也帮助中国企业实现规模化发 展。 资料显示，三一重工在2021年正式开启电动卡车业务，如今在国内市场已经占据约16%的市场份额，目 前，该企业已投资约220亿元人民币发展电动卡车业务。其长沙工厂一期年产能约为15万辆，并计划在 未来五年内将产能翻一番， ...

【文/观察者网 王一】在全球汽车产业格局经历"洗牌"的当下，中国制造正瞄准海外市场，积极"走出 去"。 "我们已经看到海外市场的快速发展。"不过，三一集团重卡事业部董事长梁林河也补充说，在海外市场 推广电动卡车首先要克服的最大挑战是，许多国家电力基础设施落后于中国。 三一集团2021年才正式进军电动卡车领域，却已迅速在国内拿下16%的市场份额。2025年，预计电动卡 车全年销量可以达到3万辆，其中大部分在中国销售。 电动卡车在中国已越来越普及。中国第一商用车网数据显示，今年前8个月，中国柴油卡车销量占比已 跌至51%，2023年同期这一比例为75%。与此同时，电动卡车的渗透率已从两年前的4%飙升至24%。 英国《金融时报》9月24日报道称，中国最大电动卡车制造商三一集团表示，将大幅扩展海外市场版 图，力争到2030年实现一半销售额来自海外市场，向海外传统重卡产业发起挑战。此外，比亚迪和北汽 福田等中国车企也早已将卡车运往意大利、波兰、西班牙和墨西哥等国销售，并积极寻求在海外建设组 装工厂。 《金融时报》分析指出，电池成本的急剧下降、续航能力的提升，加上中国政府为卡车车队提供的换车 补贴，都助推中国电动卡车制造 ...

Core Viewpoint - UBS reports that China National Heavy Duty Truck Group (000951)(03808) holds over 40% market share in China's truck export market, indicating a leading position and extensive global dealer network [1] Industry Summary - The outlook for China's truck exports is positive from now until 2030, driven by OEMs accelerating penetration into the EU market through electric trucks [1] - The electric truck export strategy is expected to enhance sales growth, average selling prices, and profit margins [1] Company Summary - China National Heavy Duty Truck Group is anticipated to be a major beneficiary of the electric truck export strategy [1] - Revenue and net profit for China National Heavy Duty Truck Group are projected to grow at compound annual growth rates of 13% and 20% respectively from 2024 to 2027 [1] - UBS has set a target price of HKD 31 for China National Heavy Duty Truck Group and has rated the stock as "Buy" [1]

Core Viewpoint - UBS reports that China National Heavy Duty Truck Group (China National Heavy Duty Truck) holds over 40% market share in China's truck export market, indicating a leading advantage and extensive global dealer network [1] Group 1: Market Outlook - The outlook for China's truck exports from now until 2030 is positive, as OEMs are expected to accelerate penetration into the EU market through electric trucks [1] - The electric truck export strategy is anticipated to bring sales growth, increased average selling prices, and improved profit margins [1] Group 2: Company Projections - UBS expects China National Heavy Duty Truck's revenue and net profit to grow at a compound annual growth rate (CAGR) of 13% and 20% respectively from 2024 to 2027 [1] - The firm has set a target price of HKD 31 for China National Heavy Duty Truck and has rated the stock as "Buy" [1]

为填补常熟港第九类危险货物港口作业资质空白，常熟市交通运输局、海事局等多部门会同相关企 业做了大量调研评估，指导兴华港口完善码头、堆场等场所装卸作业条件，规范新能源汽车的货物积 载、装卸和口岸查验等监管程序。今年4月，兴华码头取得第九类危险货物正式运营资质。常熟海关结 合新能源汽车特点，为企业提供通关全流程指导，主动对接企业出口计划及船期需求，引导港口作业部 门优化存放、装载等各流程，提升通关效率30%。 这批新能源汽车为三一汽车制造有限公司、东风汽车工业进出口有限公司定制的电动卡车和电动自 卸汽车。这是常熟港继6月份首次出运"新三样"产品——储能柜后，首次大批量水运出口新能源汽车， 标志着常熟港在新能源产品出口领域迈出重要一步。 昨天（8月13日），在常熟港兴华码头，装载122辆新能源汽车的杂货船"东悦"轮启航驶往印尼雅加 达港。这是常熟港首次出口新能源汽车。 ...

Group 1 - The Indian government has extended the deadline for its electric vehicle subsidy program from March 2026 to March 2028, with a total value of ₹109 billion (approximately ¥8.94 billion) [1] - The subsidy program, which started in September 2024, aims to promote the rapid adoption of electric vehicles in India, providing a total of ₹36.8 billion (approximately ¥3 billion) for electric two-wheelers, three-wheelers, ambulances, and trucks [1][2] - The government has allocated ₹43.9 billion (approximately ¥3.6 billion) for public transport agencies to purchase 14,000 electric buses [1] Group 2 - The program includes large-scale charging infrastructure development to facilitate convenient charging for electric vehicle users and aims to strengthen the domestic electric vehicle manufacturing supply chain [2] - The Indian government has faced challenges in promoting electric trucks and buses, as well as difficulties for testing agencies, which have impacted the normal progress of the project [2][5] - The extension of the subsidy deadline reflects the real challenges India faces in the transition to electric vehicles, including the complex technology requirements and the need for longer research and testing cycles [5][7] Group 3 - India is the third-largest automotive market globally, with car sales reaching 5.23 million units in 2024, a year-on-year increase of 3% [7] - From January to July this year, cumulative car sales in India reached 3.01 million units, showing a year-on-year growth of 2% [7] - However, the penetration rate of new energy vehicles in India is less than 1%, compared to 50% in China and 10% in the United States [7]

但是在汽车产业和能源产业的交汇处，或许电动卡车才是那个有可能撬动两大行业翻天覆地的关键产品。 这不，才不过半年，电动卡车就迎来了高光时刻。据卓创资讯的数据，今年上半年，中国新能源卡车的销量同比 增长175%，达到7.61万辆，约占新卡车销量的1/4，其中用于港口、矿山或钢厂短途运输的电动卡车，占新增销量 的90%以上。中国销量第二的电动卡车制造商三一重工认为，电动卡车的增长潜力大于乘用电动汽车，因为较低 的运营成本可以提高企业用户的盈利能力。他们预计，电动重型卡车将在2~3年内占到新销量的70%~80%。这一 快速增长无疑令分析师们感到很意外，因此下调了对柴油需求的预测，并认为中国石油需求将提前达到峰值。 张锐认为，当能源从"稀缺品"真正变成"充沛物"，全球能源政治也将随之从"忧心政治"转变为"信心政治"。 去年底，我就在财经媒体的公告中，看到某智能科技公司与湖南一家车企签署合同，购置50辆电动卡车，用于开 展智能运输业务。查了下，合同总额为3745万元。从企业角度，这个规模相当不小了，不过就行业而言，这个公 告只是引起了一些兴趣，还谈不上是多么重要的信息。当时恐怕还没多少人，在中国"电动爹"狂飙突进的当口， ...

Core Viewpoint - BYD is advancing its localization strategy in Europe through the expansion of its commercial vehicle factory in Komárom, Hungary, which will enhance production capacity for electric buses and trucks, marking a significant step in its European operations [1][3]. Group 1: Expansion and Capacity - The expansion project includes the construction of a 29,000 square meter intelligent production facility, which will increase the annual production capacity to over a thousand units [1]. - The expansion is expected to create hundreds of high-quality jobs in the local area, injecting economic vitality and technical talent into the region [6]. Group 2: Technological Innovation and Sustainability - BYD's Executive Vice President, Li Ke, emphasized that the expansion represents not only an upgrade in capacity but also a commitment to technological innovation and green missions, contributing to Hungary's economic development and supporting Europe's transition to sustainable transportation [2]. - The new facility will integrate digital, intelligent, and green manufacturing technologies to meet the growing demand for zero-emission public transport solutions in Europe [3]. Group 3: Market Presence and Future Strategy - Since entering the Hungarian market in 2005, BYD has established a strong presence in Europe, with its electric buses serving over 160 cities across 26 countries and accumulating over 590 million kilometers in operation, which has led to a reduction of 630,000 tons of CO2 emissions [7]. - Looking ahead, BYD plans to deepen its localization strategy in Europe, providing customized electric solutions for the commercial vehicle sector and contributing more "Chinese wisdom" and "Chinese solutions" to global green transportation development [8].

Core Viewpoint - BYD, a Chinese electric vehicle manufacturer, is expanding its electric bus and truck factory in Komárom, Hungary, which is expected to enhance Hungary's position in the electric vehicle manufacturing industry [1] Company Summary - The groundbreaking ceremony for BYD's factory expansion project took place on the 27th of the month [1] - Hungarian Foreign and Trade Minister Péter Szijjártó highlighted BYD's rapid development and the significance of the new project for Hungary's electric vehicle sector [1] Industry Summary - The expansion of BYD's factory is anticipated to contribute to the growth of the electric vehicle manufacturing industry in Hungary [1]

Core Viewpoint - Toyota and Daimler Trucks have reached a business merger agreement, aiming to complete the integration of their respective truck manufacturing subsidiaries by April 2026, which is seen as a strategic response to industry challenges such as electrification and stricter emissions regulations [2][3][6]. Group 1: Merger Details - The new holding company will be jointly owned by Toyota and Daimler Trucks, each holding 25% of the shares, consistent with a previous agreement [3]. - As part of the merger, Hino Motors will issue new shares and transfer its Hamura plant to Toyota for 150 billion yen (approximately 1 billion USD) [3]. - The merger is expected to create a new company with an annual sales volume exceeding 230,000 units, positioning it as a leader in the Asian truck market [5]. Group 2: Strategic Rationale - The merger is driven by external pressures including electrification, environmental regulations, and rising costs, making it difficult for single companies to bear the financial burden alone [6]. - Internally, the complementary strengths of Hino Motors in the Asian market and Mitsubishi Fuso's technological advantages in heavy trucks and electrification will enhance operational efficiency [6]. Group 3: Market Impact - The merger will shift the companies from regional competitors to global players, with over 60% market share in Japan and 35% in Southeast Asia [7]. - The combined entity plans to invest 20 billion USD in electric truck technology over the next five years, aiming for significant advancements in battery technology and autonomous driving [7]. Group 4: Future Plans - The new company plans to go public on the Tokyo Stock Exchange by April 2026, potentially raising 50-80 billion yen for smart factory upgrades and charging infrastructure [8]. - The merger signifies a broader trend in the commercial vehicle industry towards strategic alliances, reflecting the need for resource integration and collaboration in the face of market challenges [8][9].