第二代钠电池

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【联合发布】新能源商用车周报(2025年3月第3周)
乘联分会· 2025-03-24 08:32
Core Viewpoint - The article discusses the strong growth and policy support for the new energy commercial vehicle industry, particularly focusing on the sales performance of new energy medium and heavy trucks and the impact of government policies on the market [2][5][6]. Industry Data - New energy medium and heavy truck sales reached 7,440 units in January 2025, representing a year-on-year increase of 96%, with a penetration rate rising to 19.39% [6]. - The top-selling companies in January 2025 included XCMG with 1,234 units sold, followed closely by Jiefang [6]. - Shanghai led the regional sales with 924 units sold [6]. Policy and Regulations - On March 18, 2025, the Ministry of Transport, National Development and Reform Commission, and Ministry of Finance jointly issued a notice expanding the "old-for-new" policy for outdated operational trucks to include those meeting the National IV emission standards, with natural gas vehicles also eligible for subsidies [5][9]. - The subsidy standards vary based on vehicle type, scrapping time, and the type of new vehicle purchased, with the policy effective throughout 2025 [9][14]. - The Shenzhen municipal government announced plans to accelerate the "old-for-new" program, aiming to replace approximately 16,000 vehicles by the end of 2025, with subsidies of up to 80,000 yuan for new energy vehicles [10]. Company Dynamics - Jianghuai Automobile is set to launch its new energy light truck ES9 on March 20, 2025, which is expected to lead the industry with its advanced features [19]. - Times New Energy has successfully delivered its first batch of cold chain transport vehicles, showcasing the efficiency and environmental benefits of electric drive systems [16]. - Geely's remote division has partnered with Didi and Weiyou Technology to deliver 6,000 customized new energy commercial vehicles [16]. Supply Chain Developments - CATL is developing a second-generation sodium battery, which is expected to have performance metrics close to lithium iron phosphate batteries, potentially offering cost advantages [27]. - NIO and CATL have signed a strategic cooperation agreement to build a comprehensive battery swap network, enhancing their partnership through technology and capital collaboration [27].