同心同行 共鉴辉煌 2025年，商用车行业竞争日趋激烈，广大合作伙伴与中国重汽同心同行、砥砺奋进，共同铸就辉煌业绩：全 年汇总收入预计同比增长17%；整车销量预计突破45万辆，同比增长25%。其中，重卡产销规模突破30万 辆，再创中国重汽历史新高，连续4年稳居中国重卡行业前列。 依托大集团资源优势，中国重汽全力推进国内国际双循环发展格局，实现海内外市场协同增长。在国内市 场，各业务板块均表现亮眼：重卡预计销量15万辆，同比增长33%；轻卡预计销量12万辆，同比增长29%； VAN和皮卡同比增长116%。出口业务同步实现历史性突破，重卡出口超15万辆，同比增长11%，连续21年位 居中国重卡出口前列。与此同时，中国重汽坚持拓宽出口产品品类，轻卡出口销量同比增长161%，后市场配 件出口销售收入同比增长53%，构建起全品类出海的战略新格局。 亮眼成绩的背后，离不开合作伙伴的鼎力支持。大会现场隆重揭晓并颁发2025年山东重工中国重汽集团营销 功勋奖等多项荣誉，既是对优秀合作伙伴的表彰激励，更彰显中国重汽秉持长期主义、深化共赢合作的坚定 理念。 五大优势 筑牢根基 大会对年度成绩卓越、贡献突出的优秀合作伙伴进行了表彰 ...

9月出口15000辆庆祝仪式 9月30日，100台中国重汽重卡在烟台港整齐列阵，即将发往沙特。随着这批车辆出海，中国重汽9月重卡出口量达到1.5万辆，再度刷新由自己保持的纪 录，创下国内重卡行业单月出口新高。 自2004年布局海外，中国重汽始终稳坐国内重卡行业出口的"头把交椅"。在出海的第21个年头，中国重汽又交出了一份崭新亮丽的答卷。 在10月18日举办的中国重汽2025年全球合作伙伴大会上，中国重汽公布了一组数据：1—9月，中国重汽实现汇总收入228.9亿美元，同比增长14.9%；整车 销量33.5万辆，同比增长22.8%。其中，重卡出口销量11.1万辆，同比增长24.5%。如今，中国重汽的产品已遍布6大洲150多个国家和地区，全球市场保有 量超100万辆。是什么让中国重汽始终立于潮头、不断激起一个又一个浪头？不妨从这份最新的成绩单里找找答案。 逆风把舵的"稳" 船行万里，大潮奔涌。近年来，国际竞争格局加速重构，越来越多的车企布局海外。如何管控风险、保持竞争力、实现持续盈利，是中国重汽这样的先行 者、引领者面临的"灵魂拷问"。 以越南为例。当前，越南正处于城镇化加快、开展大规模基建的快速发展期，卡车市场的 ...

2025年是"十四五"收官、"十五五"谋篇布局的关键一年，更是中国商用车产业转型升级、深度调整的攻坚之年。回顾这一年，我国商用车市场 实现常态化平稳运行，结构性调整机遇持续凸显。与此同时，行业竞争逻辑迎来深刻转变，从过去单纯的"规模比拼"转向"价值驱动"的新周期。 变局之下，奇瑞商用车交出了一份亮眼的成绩单。12月23至26日，奇瑞商用车2026合作伙伴大会在芜湖召开。本次大会以"鼎新局势 智跃未来"为主 题，全面展示了奇瑞商用车在新能源、新市场、新技术、新生态等方面的突破性成果，并勾勒出面向"十五五"的战略发展蓝图。 "商用车新能源转型全面提速，海外市场的增量突破，是驱动行业与企业发展的核心双引擎。"巩月琼指出，这两大趋势的深度共振，正推动行业格局实 现技术重构、竞争态势重构与生态重构三大维度的全方位重塑。 面对结构性变革中的挑战与机遇，奇瑞商用车通过三大核心策略主动破局，夯实核心竞争力，成为新趋势下的"创变者"。 一是坚持以客户为中心。"无论行业如何变化、产品技术如何迭代，发展的底层逻辑都是为客户创造价值。"巩月琼强调，奇瑞商用车始终将客户需求导 向作为全业务流程的核心，把这一理念深度贯穿于产品研发打造、 ...

12月18日，山东重工中国重汽（000951）集团2026年合作伙伴大会在山东国际会展中心拉开帷幕。这是 一场汇聚4500余位家合作伙伴的行业盛会，也是中国重汽向外界集中展示发展成绩与未来战略的关键窗 口。 2025年1-11月，在国内商用车行业整体销量同比增长27.5%的背景下，中国重汽交出了一份亮眼的成绩 单：实现重卡销量28万辆，市场占有率达27%以上，稳居行业首位第一的宝座。 尤为亮眼的是其全球化步伐。作为中国商用车出口领军企业，中国重汽20多年来始终保持重卡出口量领 先，2025年重卡出口预计突破15万辆，同比增长11%；9月份单月出口突破1.5万台，再次刷新由自身保 持的行业出口单月纪录；轻卡出口销量同比翻番更是激增140%，成功形成全品类出口新格局。 从国内市场领先市占率第一到全球市场稳步扩张，中国重汽在2025年连续刷新多项新高，亮眼的市场表 现进而转化为扎实的经营成果——在行业"内卷"加剧的背景下，企业实现了收入与利润"双增长"， 为"十四五"收官画上了圆满句号，也为"十五五"开局奠定了坚实基础。 深厚内力，构建系统性优势 大会以"科技引领·全链共赢"为主题，在4万平方米的展区内，近200件 ...

Core Viewpoint - The 2026 Global Supply Chain Strategic Partnership Conference held by Shandong Heavy Industry and China National Heavy Duty Truck Group emphasizes the theme of "Technology Leading, Comprehensive Win-Win," showcasing China National Heavy Duty Truck's role as a leader in the commercial vehicle industry and outlining a new blueprint for collaborative development with global partners [1][3]. Group 1: Performance and Market Position - In 2025, China National Heavy Duty Truck is expected to achieve a total revenue exceeding 225 billion yuan, representing a 17% year-on-year growth, with vehicle sales projected to surpass 450,000 units, a 25% increase [3]. - The heavy truck production and sales volume is anticipated to exceed 300,000 units, maintaining the top position in the Chinese industry for four consecutive years and achieving the title of the world's largest heavy truck seller [3]. - The company has upgraded its product structure, marketing concepts, and business models, resulting in significant domestic market growth, with heavy truck sales expected to reach 150,000 units (up 33%), light truck sales at 120,000 units (up 29%), and a remarkable 116% increase in VAN and pickup sales [5]. Group 2: Export and Global Strategy - China National Heavy Duty Truck's heavy truck exports exceeded 150,000 units, marking an 11% year-on-year increase and maintaining its position as the leading exporter of heavy trucks in China for 21 consecutive years [5]. - The company achieved a record monthly export of over 15,000 heavy trucks in September, while also expanding its export product categories, with light truck exports increasing by 161% and aftermarket parts sales rising by 53% [5]. Group 3: Value Proposition for Partners - China National Heavy Duty Truck aims to create a "win-win chain" by transitioning from traditional supplier relationships to deep collaborative models focused on customer value co-creation [9]. - The company is committed to building an "innovation chain" by forming tighter R&D communities and breaking down technological barriers to enhance core competitiveness across the entire industry chain [10]. - A "smart chain" will be developed through digital transformation, utilizing big data and AI to improve supply chain efficiency and transparency [10]. - The establishment of a "sunshine chain" emphasizes integrity and compliance, ensuring fair and transparent cooperation with partners [12]. Group 4: Strategic Goals and Future Outlook - China National Heavy Duty Truck has set a clear strategic goal for 2030, targeting vehicle sales of 800,000 units and revenue exceeding 400 billion yuan, providing a stable growth platform for partners [13]. - The company is positioned as a reliable partner for suppliers looking to expand into international markets, leveraging its strong leadership and growth certainty in the commercial vehicle sector [13]. - The conference highlighted the recognition from various supply chain representatives of the company's development philosophy and ecosystem, viewing collaboration as a strategic choice to participate in the rise of China's high-end equipment manufacturing [15].

北京国家会议中心的聚光灯下，福田汽车3000人规模的2026商务年会，展示的不仅是一场年度营销盛会，更是中国商用车龙头企业面向"十五五"的关键战 略宣示。"争创世界一流商用车企业"——这一主题背后，是福田汽车在行业深度调整期，对自身发展路径的重新锚定，也是中国商用车产业从规模领先到 价值引领的集体突围尝试。 转型的真实温度 福田汽车掌门人常瑞用一系列数据勾勒了福田汽车的2025年图景：终端市占率提升至17%，重卡业务翻倍，新能源同比增长约90%。这是一份稳健的成绩 单。 常瑞提出的"全面国际化、全面新能源化、全面智能化"，是清晰的战略方向。核心在于构建系统性转型能力。他提出的"十五五"期间实现50%新能源渗透 率、30%海外占比的目标，绝非简单的数字堆砌，而是基于对技术路线、市场结构和全球格局的深刻研判。但在实践中，每一个"全面"都对应着复杂的战 术抉择。 全面新能源化，意味着告别"单一路线幻想"。福田选择"纯电与混动双轮驱动"，并坚持燃油、气、氢燃料多路线并行。这不是技术路线的摇摆，而是对商 用车运营场景极端复杂性的清醒认知。长途干线、城市配送、港口作业、矿山运输，对动力形式、补能效率、成本结构的要求天差地 ...

Core Insights - In 2025, China's commercial vehicle industry achieved a historic breakthrough, with China National Heavy Duty Truck Group (CNHTC) surpassing 300,000 heavy truck sales, marking its fourth consecutive year as the domestic industry leader and its first time ranking first globally in heavy truck sales [1][3] Group 1: Financial Performance - CNHTC's total revenue is expected to exceed 225 billion yuan, representing a 17% year-on-year increase, while total vehicle sales are projected to surpass 450,000 units, reflecting a 25% growth [3] - In the domestic market, heavy truck sales are expected to reach 150,000 units, a 33% increase, while light truck sales are projected at 120,000 units, up 29% [3] - The company has shown remarkable growth in the new energy sector, with expected sales increases of 230% for new energy heavy trucks and 390% for light trucks [3] Group 2: Export Performance - CNHTC exported over 150,000 heavy trucks this year, marking an 11% increase and maintaining its position as the top exporter of heavy trucks in China for 21 consecutive years [4] - In September, the company set a new record for monthly exports, exceeding 15,000 units [4] - The company has diversified its export product categories, with after-market parts sales increasing by 53% [4] Group 3: Competitive Advantage - CNHTC has developed a robust core competitiveness system, highlighted by the launch of the "Xiao Zhong 1.0" intelligent service system, which utilizes advanced AI technology to enhance customer service across the vehicle lifecycle [6] - The introduction of L2+ intelligent driving assistance technology improves operational efficiency, reducing labor costs by 20%-50% and increasing vehicle utilization by 20% [6] - The company has achieved a daily production capacity of 1,300 vehicles, ensuring high-quality and timely delivery to customers [6] Group 4: Future Development Plans - CNHTC aims to achieve a total revenue of over 400 billion yuan and vehicle sales exceeding 800,000 units by 2030, supported by a commitment to R&D and the "Talent Plan" [8] - The company will focus on six strategic directions: product, channel, policy, brand, service, and ecosystem, to maintain its leadership in commercial vehicle sales and market share [8] - The chairman emphasized that reaching the top is just the beginning, and the company is committed to high-quality development in the commercial vehicle industry [8]

Core Insights - Foton Motor aims to become a world-class commercial vehicle enterprise, focusing on strategic development, product innovation, and market layout for 2026 [1][3] Group 1: 2025 Achievements - The company expects a market share increase to 17% in 2025, a year-on-year growth of 1.6 percentage points [1] - Heavy-duty truck business is projected to double in growth, while the new energy business is expected to grow by approximately 90% year-on-year [1] - Product quality satisfaction has improved by 42%, with new platforms for heavy-duty trucks, vans, micro trucks, and light trucks launched [1] Group 2: Challenges and Strategic Focus for 2026 - The company faces challenges in new energy advancement, dealer transformation, and ecological business development [3] - In 2026, the focus will be on core categories like heavy-duty, light-duty, and micro trucks, promoting rapid product uptake and comprehensive new energy transformation [3] - The company plans to deepen the integration of distribution and direct sales, develop new energy dedicated networks, and encourage dealers to expand into used cars and overseas exports [3] Group 3: Long-term Development Goals - Foton Motor's "14th Five-Year Plan" aims for a new energy penetration rate of 50% and an overseas business share of 30% [3] - The company will pursue comprehensive internationalization, new energy, and intelligent transformation, covering all market scenarios with multiple technology routes [3] Group 4: Market Outlook and Sales Targets - The commercial vehicle market is expected to reach approximately 4.25 million units in 2026, with significant structural opportunities despite domestic growth pressures [6] - The new energy penetration rate is anticipated to exceed 35%, with exports and new energy being the core growth drivers [6] - Foton Motor aims to sell 200,000 new energy vehicles and 200,000 export vehicles, with specific tasks outlined for each business line [6] Group 5: Future Initiatives - The company plans to leverage the annual meeting as a key opportunity to deepen transformation, enhance technological breakthroughs, and innovate marketing strategies [8] - Foton Motor aims to contribute to the high-quality development of the logistics and transportation industry in collaboration with global partners [8]

当下已近2025年岁末。12月17日，山东重工中国重汽集团（下称"中国重汽"）对外称，2025年其重卡产销规模已突破30万辆，超越2021年的历史高点，实现 了历史性跨越——中国重卡品牌首次跃居全球重卡销量第一。 这一天，中国重汽新一届高管层首次集体出现在媒体面前。面对即将到来的"十五五"，中国重汽集团党委书记、董事长刘正涛详述了最新出炉的"五年规 划"——2030年将实现整车产销80万辆、4000亿元产值。相对于2025年的业绩，中国重汽将在"十五五"末实现业绩倍增，再造一个"中国重汽"。 海外业务占销量一半 多年来，中国商用车行业呈现出一个有趣的现象——"逢单必涨"（每逢单数年行业总是上涨的）。2025年1—11月，中国商用车行业整体销量约为104万辆， 同比增长约27.5%，行业景气度持续回升。 龙头企业是行业的风向标，往往更能反映出行业的兴衰起伏。 根据中国重汽于17日发布的最新业绩数据，2025年集团重卡产销规模已然突破30万辆，超越2021年的历史高点。其中，重卡出口预计突破15万辆，同比增长 11%，仅9月份就实现出口1.5万辆，刷新中国重汽保持的行业出口单月记录；轻卡出口同比增长140%。 2 ...

Core Viewpoint - In November 2025, China's commercial vehicle sales increased by 24% year-on-year, with the truck market growing by 26%, slightly above the overall commercial vehicle market growth. The light truck segment, being the largest in the truck market, showed a mixed performance, raising questions about its competitiveness in the final month of the year [1][3][6]. Summary by Sections Overall Market Performance - In November 2025, the truck market sold 338,400 units, a month-on-month increase of 9% and a year-on-year increase of 26%. The light truck market sold 179,500 units, with a year-on-year growth of 7%, marking a "10 consecutive months increase" [3][4][6]. Light Truck Market Analysis - The light truck market's year-on-year growth of 7% in November was lower than the overall truck market's growth, indicating a recent decline in performance compared to earlier months. Cumulatively, from January to November, the light truck market grew by 6%, also lagging behind the overall truck market growth [6][28]. Historical Context - November is typically not a peak sales month for the truck market, with average sales in the last decade around 150,000 units. The 2025 November sales of 179,500 units ranked third in the last ten years, indicating a decent performance but not exceptional [8][10]. Company Performance - In November, nine companies sold over 10,000 light trucks, with Foton leading at 37,000 units, followed by Changan and Great Wall. The top five companies accounted for 56.07% of the market share [13][14][20]. - Year-to-date, Foton maintained the highest cumulative sales at 403,100 units, with a market share of 22.11%. Other notable companies included Changan, Great Wall, and Jianghuai, each exceeding 150,000 units in sales [20][21]. Growth Trends - Among the top ten companies, eight reported year-on-year sales increases in November, with Leap Motor and BYD showing significant growth rates of 142% and 70%, respectively. The overall light truck market growth was outpaced by several companies [18][19][23]. Market Share Changes - Compared to 2024, companies like Leap Motor and BYD saw notable increases in market share, while others experienced declines. The competitive landscape shifted, with Jianghuai and Changan moving up in rankings [26][28].