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老时光里品新车:80年代画风里的江铃域虎新姿态 | 头条
第一商用车网· 2025-10-05 14:32
● 推动电动重卡普及!6大电驱桥比拼,谁会成为市场黑马?| 头条 ● 40辆纯电动公交车招标 ● 狂揽七奖 宇通多项黑科技引爆比利时车展!| 头条 ● 新能源重卡新品扎堆上新!谁能"杀出重围"?| 头条 ● 比亚迪在英"加码" 要干啥? -商用车网传播矩阵邀您 扫码关注 第一 长按识别 卡车空间站公众号 皮卡空间站公众号 长按识别 今日头条号 长按识别 长按识别 百家号 微信视频号 长按识别 快手号 长按识别 ...
智通港股解盘 | 节前效应叠加关税冲击市场 碳化硅中试线成功突破封锁
Zhi Tong Cai Jing· 2025-09-26 12:43
Market Overview - The market sentiment is cautious ahead of the holiday, leading to a decline in the Hong Kong stock market, which closed down 1.35% [1] - New tariffs announced by the U.S. on various imported products, including a 25% tariff on heavy trucks and a 100% tariff on patented and branded drugs, are expected to impact the market negatively [1] Company Performance - Pharmaceutical companies like Kelaiying and Yaojie Ankang saw their stocks drop over 7% due to the tariff news, although the impact on the pharmaceutical sector is limited as U.S. domestic companies bear the sales burden [2] - Boleton, focusing on electric heavy trucks, surged over 20% as it is not affected by the new tariffs [2] Automotive Industry - XPeng Motors announced its entry into five European markets, planning to launch new models and implementing a stock incentive plan, resulting in a stock increase of over 5% [4] - Chery Automobile is expanding its overseas market presence and has established a local development and global collaboration system, with a projected strong sales performance in various regions [4] Energy Sector - The National Energy Administration emphasizes expanding the use of green hydrogen and integrating it into various industries, which is expected to create new growth points in the renewable energy sector [5] - Wood Mackenzie forecasts that global wind power installations will exceed 170 GW annually over the next five years, with a peak of 200 GW by 2034, benefiting companies like Goldwind Technology [5] Gaming and Entertainment - The gaming sector is experiencing growth, with NetDragon leveraging AI technology to reduce costs and improve efficiency, leading to a stock increase of over 16% [6] Semiconductor Industry - The successful launch of a 12-inch silicon carbide substrate processing line marks a significant advancement for China's third-generation semiconductor industry, positioning companies like Jingrui SuperSiC as leaders in the field [7] Battery Industry - Tianneng Power's revenue for the first half of 2025 decreased by 51.53% due to rising raw material costs, but the company is refocusing on its lead-acid battery business, which holds a significant market share [8] - The lithium battery segment showed a revenue increase of 174.6%, driven by demand in the domestic and U.S. markets, indicating potential for recovery in profitability [9]
充5分钟可跑百公里,湖北首座电动重卡超充站投用
Chang Jiang Ri Bao· 2025-09-07 00:28
Group 1 - The first megawatt-level supercharging station for electric heavy trucks has been officially launched in Wuhan, marking a significant step towards the electrification of heavy-duty transportation [1][5][6] - The station is equipped with 10 truck charging spots, including one megawatt spot and nine fast charging spots, capable of meeting the charging needs of various types of trucks [6][9] - The megawatt-level supercharging technology allows for charging in just 15 minutes, providing a range of 300 kilometers, significantly reducing the time required for electric heavy trucks to recharge [6][11] Group 2 - The project includes the delivery of 70 electric vehicles, consisting of 50 Dongfeng electric heavy trucks, 10 Dongfeng Nissan N7, 5 Shenlong Shijie, and 5 Nano 01, aimed at achieving comprehensive electrification in steel logistics [9][10] - A collaborative model involving Wuhan Steel, Dongfeng, and Huawei has been established, with plans to promote this model across the national steel industry [10] - The charging station integrates with a smart microgrid system, utilizing clean energy sources such as solar and wind power, creating a closed loop of "green power generation - green transportation - green energy supply" [17]
国联民生证券:8月重卡批发五连涨 全年销量有望超预期
Zhi Tong Cai Jing· 2025-09-03 05:55
Group 1 - The heavy truck wholesale sales in August reached approximately 84,000 units, showing a slight month-on-month decrease of 1% but a year-on-year increase of about 35%, indicating a strong performance in the off-season [1] - Cumulative wholesale sales of heavy trucks from January to August amounted to approximately 708,000 units, reflecting a year-on-year growth of 13% [1] - The domestic terminal sales of heavy trucks in August are expected to grow by about 50% year-on-year, benefiting from the trade-in policy [1] Group 2 - The demand for gas vehicles has rebounded significantly in August, with terminal sales expected to increase by over 15% month-on-month and over 30% year-on-year, returning to positive growth [2] - The penetration rate of gas vehicles increased from less than 22% in July to 26%-27% in August [2] - The terminal sales of electric heavy trucks are expected to exceed 16,000 units in August, representing a year-on-year increase of over 160% [2] Group 3 - Both China National Heavy Duty Truck Group and Weichai Power reported their Q2 revenues, with China National Heavy Duty Truck at 133 billion and Weichai Power at 557 billion, showing a quarter-on-quarter increase of 3% and a decrease of 3% respectively [3] - The net profits for China National Heavy Duty Truck and Weichai Power were 3.6 billion and 29.3 billion respectively, with quarter-on-quarter increases of 15% and 8% [3] - The heavy truck industry is expected to see an upward trend in the second half of 2025, with leading companies likely to benefit significantly [3] Group 4 - The heavy truck industry is anticipated to recover in 2024, with domestic sales remaining stable and overseas markets continuing to grow [4] - The trade-in policy is expected to stimulate demand for terminal replacements, driving domestic sales towards the central level in 2025 [4] - The increase in export and natural gas sales proportions is expected to optimize the profit structure significantly, with profit elasticity likely to exceed sales elasticity [4]
国内交通电气化转型加速,今年电动重卡或替代超15万桶/天柴油需求
Di Yi Cai Jing· 2025-09-02 10:10
Group 1 - The core viewpoint is that the traditional fuel vehicle ownership is nearing the end of its growth phase due to the rapid penetration of electric vehicles in both passenger and commercial heavy-duty truck markets in China [1][3] - In June 2023, the sales of electric heavy-duty trucks in China surpassed that of liquefied natural gas (LNG) heavy-duty trucks, challenging the stereotype that electric heavy-duty trucks are less efficient [1] - It is estimated that the rapid development of electric heavy-duty trucks will replace approximately 153,000 barrels per day of diesel demand this year [1] Group 2 - The report predicts a 1.2% year-on-year increase in domestic automobile sales to 31.25 million units in 2023, but fuel structure changes indicate a 14% decline in fuel-powered passenger vehicle sales [1] - In the commercial vehicle sector, there is a dual replacement effect where new energy vehicles are taking over short-distance transport while LNG is encroaching on long-distance transport, leading to an estimated 5% decline in fuel commercial vehicle sales [1] - The peak in domestic refined oil consumption is expected to lead to a continued decline in gasoline and diesel demand in the coming years, with uncertainty regarding the speed of this decline [3] Group 3 - Major oil companies in China, such as China National Petroleum Corporation (CNPC) and China Petroleum & Chemical Corporation (Sinopec), have reported significant impacts on their downstream refining and sales businesses due to the accelerated penetration of electric vehicles [3] - In the first half of 2023, CNPC's gasoline and diesel sales and prices saw significant declines, resulting in a more than 25% drop in operating profit for its sales division [3] - Sinopec also reported declines in sales volume and price for gasoline, diesel, and kerosene, leading to a 50% and 46% drop in profits for its refining and marketing divisions, respectively [3] Group 4 - In response to the pressure from electrification, both CNPC and Sinopec emphasized the need to strengthen the collaborative development of oil, gas, hydrogen, and electricity, and to accelerate the expansion of gas refueling and charging networks [3] - Sinopec has invested in CATL, the world's largest battery manufacturer, and plans to build at least 500 battery swap stations this year [3]
8月份我国重卡市场共计销售约8.4万辆 全年销量有望重回百万规模
智通财经网· 2025-09-02 06:56
Core Viewpoint - The heavy truck market in China is experiencing significant growth, with sales expected to exceed 1 million units for the year, marking a return to pre-pandemic levels [1][3]. Group 1: Sales Performance - In August 2025, approximately 84,000 heavy trucks were sold in China, a slight decrease of 1% from July but a 35% increase year-on-year from 62,500 units [1]. - Cumulative sales from January to August 2025 reached nearly 710,000 units, indicating a year-on-year growth of about 13% [3]. - The monthly average sales needed to surpass 1 million units for the year is approximately 73,000 units over the next four months, which is deemed achievable based on current market conditions [1]. Group 2: Market Drivers - The significant year-on-year growth in August's sales is attributed to a nearly 50% increase in domestic terminal sales, driven by low base effects from the previous year and supportive government policies [3]. - The "old-for-new" vehicle replacement policy implemented across various provinces has provided a stable boost to the heavy truck market since mid-May [3]. Group 3: Export and Segment Performance - Heavy truck exports in August are expected to grow by around 10% year-on-year, reflecting a robust performance in this segment [5]. - The natural gas heavy truck segment has shown signs of recovery, with terminal demand increasing by over 30% year-on-year in August, aided by stable LNG prices and regional replacement policies [6]. - Electric heavy trucks have also seen explosive growth, with terminal sales exceeding 16,000 units in August, representing a year-on-year increase of over 160% [7].
8.4万辆!8月重卡销量大涨35%!全年超百万辆已无悬念 | 光耀评车
第一商用车网· 2025-09-01 03:32
这是8月份重卡市场交出的"成绩单"。截止到今年8月份,我国重卡市场已经连续涨了五个月,让行业看到了全年百万辆的曙光和希望。 究竟2025年8月重卡行业销售情况如何?背后的原因何在? 请看第一商用车网带来的分析报道。 淡季不淡! 其次,出口继续保持稳健上升。今年8月份,中国重卡出口批发销量预计同比增长10%左右,该细分领域的表现同样超出预期。 作为"传统淡季"的7、8月份,重卡市场的整体表现仍然不错。 根据第一商用车网初步掌握的数据,2025年8月份,我国重卡市场共计销售8.4万辆左右(批发口径,包含出口和新能源),环比今年7 月微降1%,比上年同期的6.25万辆上涨约35%。这也是重卡市场自今年4月份以来的五连涨——4月份销量同比增长6.5%,5月份同比 增长13.6%,6月份同比增长37%,7月份销量同比增长47%,8月份销量则同比增长了35%。 8月重卡销出8.4万辆,全年百万辆已无悬念 2019-2025年我国重卡市场销量月度走势图(单位:辆) 8.4万辆放在最近八年来看,属于第二高水平,只低于2020年8月的13万辆,比其他年份的8月份销量都要高,含金量比较高,市场表现 也小超预期。累计来看,今年1- ...
打造长三角道路货运零排放走廊,上海需为电动重卡做好顶层设计和路权支持
Xin Lang Cai Jing· 2025-08-28 03:50
上海是中国重要的物流节点。西边的青浦,集聚众多头部快递企业的全国总部和区域总部;东边的上海 港,集装箱吞吐量一路走高。从上海出发的长三角物流通道,如何形成货运电动化走廊,释放强大的绿 色动能?其中有哪些待解难题,各方应如何推动解决? 对这辆崭新的陕汽德龙X5000E,应以怎样的时空节奏在上海的港口和江浙的工厂之间穿行,王师傅还 在摸索。他今年不到四十岁,来自河南周口,之前开了十多年燃油货车,截至2025年7月初,刚开上十 来天纯电动重卡。两年前,他曾离开这行返乡创业,但生意越发难做,回到上海重新开车,正赶上货运 电动化浪潮。 当下的货运电动化浪潮,不仅是运输工具的变革,还要与交通组织和能源系统协同革新,并带动城市的 创新发展格局。其中,从驾驶员到物流企业,从主机厂商到电池研发,从停车场到充换电设施,都需面 向降低成本和绿色减碳,在市场需求和政策导向之间,找到最适合自己的运行场景。 2025上海国际汽车创新技术周于8月13日至15日在上海新国际博览中心举行。 对此,上海能做的还有很多。2025年5月至7月,智通财经在上海寻访了电动重卡的驾驶员、最先应用干 线电动重卡的快递企业,以及运用电动集卡在港口做短倒的运输 ...
2040万元招标17辆新能源客车!
第一商用车网· 2025-08-25 06:57
Core Viewpoint - Wuxi New District Public Transport Co., Ltd. plans to procure 17 pure electric city buses with a total budget of 20.4 million yuan [1][3]. Group 1: Project Overview - The project involves the procurement of 17 new energy buses, each over 9 meters in length, with a total estimated contract value of 20.4 million yuan [3]. - The scope of the procurement includes manufacturing, transportation, unloading, installation, debugging, after-sales service, technical training, and quality warranty [3]. Group 2: Bidding Conditions - The project is open for public bidding, inviting interested potential bidders to participate [2]. - Bidders must be registered legal entities within the People's Republic of China and provide a credit record report from the "Credit China" website [4]. - Bidders must demonstrate good financial status and provide financial reports or audit reports from the past three months [5]. Group 3: Bid Submission Details - The deadline for bid submission is set for September 17, 2025, at 09:30 [6]. - Bidders can obtain the bidding documents from the Wuxi Public Resource Trading Service Center's electronic platform between August 22 and August 29, 2025 [6]. Group 4: Contact Information - The contact person for the bidding is Mr. Pan from Wuxi New District Public Transport Co., Ltd., with a contact number of 0510-68005321 [9].
申万宏源:国内商用车电动化外溢 电动重卡产业链生态愈加完善
智通财经网· 2025-08-21 07:01
Group 1 - The core viewpoint is that the domestic new energy heavy truck sales and penetration rate are rapidly increasing due to policy support, strong power performance, low energy consumption, and operational costs, with sales reaching 79,200 units and a penetration rate of 22% in the first half of 2025 [1][2] - The economic advantages of new energy heavy trucks, including lower operating costs and environmental value, are becoming increasingly prominent, with a projected total sales of 500,000 electric heavy trucks in China by 2028, driving a demand for 250 GWh of batteries [1][2] - The electric heavy truck industry chain is becoming more collaborative, with a concentrated market structure in the vehicle, battery, and motor segments, which is expected to enhance profit elasticity across various segments [3] Group 2 - In Europe, the electric light and medium trucks and buses are experiencing rapid electrification, with sales of 131,000, 6,000, and 9,000 units respectively in 2024, and a penetration rate of 6.5%, 8.5%, and 19.8% [2] - The electric heavy truck market in Europe is still in its early stages, but issues such as insufficient range and inadequate charging infrastructure are gradually being resolved, with an expected sales increase to 17,000 units and a penetration rate of 5% by 2026 [2] - The focus on key segments of the electric heavy truck industry chain includes vehicle manufacturers, battery suppliers, and major component manufacturers, with recommendations to pay attention to specific companies in these areas [4][5]