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商用车驶入新能源深水区:技术多元竞速 出口成发展核心支柱
Core Insights - The commercial vehicle market in China is experiencing a significant shift towards electrification and globalization, marking a critical turning point for the industry [5][8] - The China International Commercial Vehicle Exhibition showcased a strong emphasis on new energy vehicles, with a ratio of 2:1 between new energy and fuel vehicles [5] - The penetration rate of new energy commercial vehicles is expected to exceed 30% by the end of the year, with a projected increase to over 35% by 2030 [5][7] Market Trends - The transition from policy-driven to market-driven sales of new energy commercial vehicles is evident, with a 61.4% year-on-year increase in sales for the first nine months of the year [5][6] - Various technology routes, including methanol, hydrogen, pure electric, and hybrid, are being pursued simultaneously in the commercial vehicle sector [6][7] - The cost of battery systems has decreased significantly from 800 yuan per kilowatt to 500 yuan per kilowatt over the past five years, alleviating concerns about the range of new energy commercial vehicles [6] Product Innovations - Major manufacturers like BYD, FAW Jiefang, and Dongfeng are launching multiple new energy models, including pure electric and hydrogen fuel cell vehicles [6][7] - Dongfeng's collaboration with Huawei on the Tianlong KL ultra-fast charging tractor allows for an 80% charge in under 20 minutes, showcasing advancements in charging technology [6] Global Expansion - The export of Chinese commercial vehicles is on the rise, with expectations to exceed 150,000 units this year, contributing to a total revenue of 49 billion yuan [8] - The export of new energy commercial vehicles has seen a 150% increase year-on-year, indicating growing competitiveness in international markets [9] - Challenges remain in localizing research and development, adapting charging networks, and enhancing compliance certification for overseas markets [9] Future Outlook - The next five years will see a further increase in the penetration of new energy in global commercial vehicles, alongside the emergence of intelligent driving technologies [9] - The industry is shifting from competing on price to competing on value, emphasizing the importance of long-term strategies and brand building in international markets [9]
新能源、全球化驱动,中国商用车出海增幅领跑汽车产业链
Di Yi Cai Jing· 2025-11-11 06:56
本届展会的海外观众数量大幅攀升。 在中国商用车迎来新能源化拐点和全球化爆发期的关键时刻,2025中国国际商用车展(CCVS)在武汉开幕。 中国国际贸易促进委员会汽车行业分会、中国国际商会汽车行业商会会长王侠在中国商用车新生态论坛上表示,毫无疑问,新能源、全球化成为我国商用 车转型升级的新引擎。 中国汽车工业协会数据显示,今年1~9月,我国商用车销量达到311.7万辆,同比增长7.8%。其中新能源商用车销量持续攀升,前9个月国内销量达56.6万 辆,同比增长61.4%,市场渗透率达23.9%;9月单月销量达9.5万辆,市场渗透率达33%,全年渗透率有望超过30%。 中国商用车新生态 本届展会展示了智电时代的中国商用车新生态,共有全球首发车23辆,国内首发车30辆,新能源展车数量与燃油车数量的比例为2:1,新企业、新产品、 新业态不断涌现,产业链边界不断拓展,商用车产业生态发生巨大变化。 比亚迪商用车首次参展,并全球首发上市纯电轿卡T4。 王侠表示,兆瓦级超充、换电网络等技术加速落地,解决了新能源商用车的续航焦虑,其成本也从5年前的800元/千瓦降至500元/千瓦。氢燃料商用车在 港口、矿山等场景的应用正在加快落 ...
首次参加武汉商用车展!比亚迪将有哪些大动作?
第一商用车网· 2025-11-05 06:44
11月10日至13日,比亚迪商用车将首次参展中国国际商用车展览会(CCVS),亮相B1馆01展位,全球首发上市纯电轿卡T4,并展示 新能源轻卡、重卡、客车领域的拳头产品——混动轻卡T5、电动重卡Q3及全新纯电动客车C11,彰显加速交通运输绿色转型的决心。 继日本东京车展全球首秀后,全新纯电轿卡T4定于13日10点,在同展馆举办上市发布会。 此外,1400㎡动态体验区将于11月10日至12日开放,通过车辆爬坡、转弯等环节,直观感受新品轿卡T4的卓越操控与可靠品质。 更多创新技术与新品动态,诚邀行业伙伴、媒体朋友及广大观众于11月10日-13日莅临比亚迪商用车展台,共同品鉴! ● 广汽领程董事长换人!| 头条 ● 欧曼重卡10月销售破万辆 牵引/载货双线发力 新能源飙升3倍 | 头条 ● 金龙连中两标! ● 重汽/解放超2万 东风涨6成 福田1.4万冲前三!10月重卡销9.5万辆 | 光耀评车 ● "小猛禽"再进化!江铃大道全新高性能皮卡明年上市,动力居然是TA ■ 品牌加盟 快手号 长按识别 i 全新小卡T35亮相2025东京车展 ...