中经记者 夏治斌 石英婧 上海报道 2025年既是"十四五"规划的收官交卷之年，也是为"十五五"发展谋篇布局的关键之年。"十四五"期间， 中国商用车行业在销量起伏中完成了一场静水深流式的结构性重塑。 中国汽车工业协会的数据勾勒出一条曲折的复苏曲线：商用车行业在2021年以产销同比双降开局，2022 年更是深蹲探底，产销同比下滑均超30%。而后在经历2023年的强势反弹后，2024年市场再次小幅回 调。直至2025年1—10月，产销重现接近双位数的同比增长。 这种"W"形的产销起伏背后，是商用车行业从政策驱动转向市场驱动的深层蜕变。行业竞争的逻辑也已 经从单一产品性能的比拼，逐渐转向技术、生态与组织能力的系统较量。 《中国经营报》记者注意到，"十四五"期间，国内各类商用车企业在绿色化、智能化、高端化与全球化 领域精耕细作，完成了多技术路线、全场景覆盖、海内外拓展的多元布局。 比如，宇通相关负责人告诉记者："'十四五'期间，中国商用车行业经历结构性调整，新能源渗透率快 速提升，出口成为高质量发展新引擎，围绕科技创新、产业发展、高端化等领域，新质生产力不断被培 育壮大。面对新形势、新机遇，宇通始终与国家战略步调一致 ...

Core Insights - The transition of commercial vehicles to new energy has shifted from policy-driven to market-driven, with a significant penetration rate expected to exceed 10% in 2024, indicating a critical turning point from early to mass market [1] - The industry anticipates that new energy commercial vehicle sales will reach 940,000 units this year, with a penetration rate increase of 11.8 percentage points to 23%, signaling the beginning of a rapid growth phase [1] - Major players like Foton and Yutong, along with new entrants like Yuanmeng New Energy, are accelerating the development of new technologies and products to adapt to intensified competition [1] Company Developments - Foton's new electric light truck platform, "Qixing," was unveiled at a product launch event, addressing the dual pressures of rising operational costs and shrinking profit margins in the light truck sector [1][2] - Foton emphasizes that transitional technologies are merely stopgap measures, advocating for a complete development from the ground up as the key to industry breakthroughs [2] - The "Qixing" platform incorporates four innovative technology architectures, achieving a total efficiency of 95.7% in its drive system, and supports advanced driving capabilities [2] Market Dynamics - The light truck market, which holds about 40% of the commercial vehicle market share, is experiencing a new wave of competition, with Foton aiming to enhance its market share through the "Qixing" platform [1][2] - Yutong Group launched the "Rui Control E" platform in June 2023, integrating hardware and software for electric commercial vehicles, addressing key pain points in the sector [3] - Yuanmeng New Energy aims to solidify its leadership position in the new energy commercial vehicle market through technological breakthroughs and ecosystem development, with significant sales growth reported in the light truck segment [3]

Core Insights - Yutong Bus has successfully delivered 287 pure electric buses to Norway in Q1 2024, marking a significant milestone in expanding China's new energy bus market in Europe [1] - In 2024, Yutong Bus sold a total of 46,918 buses, with 14,000 exported, representing a growth of 37.73%, and 13,795 new energy buses over 6 meters, showing a year-on-year increase of 93.26%, maintaining the industry lead [1] Group 1: Technological Advancements - Yutong Bus has established a strong technological "moat" through over 20 years of research, leading in core technologies related to new energy vehicles [2] - The company has developed the RuiControl E platform, the first integrated hardware and software platform for electric buses in the industry, enhancing hardware integration and software upgrades [2] - Yutong Bus has launched five product series in public transportation, achieving full low-floor design for buses ranging from 5 to 18 meters, catering to diverse operational needs [2] Group 2: Research and Development Investment - Yutong Bus invests over 5% of its revenue annually in R&D, with a budget of 1 billion yuan for a national engineering research center, resulting in several globally leading technological achievements [3] Group 3: International Market Expansion - Yutong Bus has achieved significant growth in overseas markets, operating in over 60 countries and regions, with cumulative exports exceeding 110,000 units [5] - Recent orders include 287 buses to Norway and 100 buses to Greece, indicating a strong demand for new energy vehicles in international markets [5] - The company is actively participating in international exhibitions to enhance brand recognition and competitiveness globally [6]