2025年，中国商用车行业温和增长与结构升级共振，于深度调整中积蓄发展势能。新能源商用车作为行业结构性增长的核心引擎，全年销量占国内商用 车总销量的比例已接近30％，迎来从政策驱动转向市场驱动的实质性拐点。 在这一产业变革浪潮中，远程新能源商用车交出一份颇具分量的答卷，成为支撑新能源商用车行业发展的核心力量。日前，2026远程新能源商用车生态 伙伴大会在温州召开，大会以"携手远程 智胜全球"为主题，系统总结了"十四五"期间的突破性成果，并发布了面向"十五五"的战略蓝图，以清晰的目标锚定 与多元的实施路径，勾勒出高质量发展的全新航向。 多维突破 夯实行业领军地位 回顾"十四五"期间，远程始终保持强劲增长势能，稳步夯实行业第一品牌的地位。从市场实绩来看，过去五年，远程销量实现了从年销4564辆到单月销 量近2.5万辆的量级跃升，年度复合增长率超120%；截至2025年，远程累计销量突破50万辆，累计蝉联新能源商用车月销44连冠，连续4年获得新能源商用 车年度销冠。 远程能够持续领跑新能源商用车赛道，并非偶然，而是源于长期以来在技术、产品、生态等多维度的精耕细作。 这一宏伟目标的设定，基于远程对我国商用车产业发展大 ...

1月8日，"携手远程 智胜全球"2026远程新能源商用车生态伙伴大会顺利举办。面对行业由 政策驱动迈入市场驱动关键节点，远程作为新能源商用车第一品牌发布了"30111"战略，以 3.0技术、3.0产品、3.0生态及全球化四大核心升级路径为支撑，致力于2030年实现100万年 销量目标，成为国内商用车销量第一、全球新能源商用车销量第一的全球型新能源商用车集 团。 远程新能源商用车集团CEO范现军在讲话中提到：面对市场高速渗透、行业变革带来的全新命 题，远程形成了以技术路径强化核心壁垒，以产品升级为客户拓展场景，以生态深化创价值， 以全球化布局拓展增长空间的新型企业战略路径，与所有生态伙伴携手共同领跑高质量发展。 50万用户基石支撑，远程连续4年稳居行业第一品牌 2025年新能源商用车行业渗透率历史性达到30%，预计2026年升至40%，2030年预计将超 70%。 随着市场需求的爆发，行业竞争格局正发生深刻变化，车企之间的竞争也在全面升 维，进入到体系与品牌的全面竞争新时期。 作为中国首家专注新能源领域的商用车集团，远程围绕"醇氢+电动"两大核心技术路线，以研 发为先导，以商业模式为基础，持续领跑行业。从202 ...

Core Insights - The article discusses the latest developments in the new energy commercial vehicle market, highlighting key trends, regulatory updates, and competitive dynamics among major players in the industry. Policy and Regulations - The Ministry of Transport is accelerating the application of artificial intelligence in the transportation sector, focusing on four key areas: strengthening technological research, deepening application scenarios, optimizing the industrial ecosystem, and enhancing digital intelligence levels [6][8]. - A new regulation on urban public transport service standards will be implemented on November 1, 2025, emphasizing the integration of bus and rail services for improved passenger convenience [11][12]. Market Insights - In the first nine months of 2025, SAIC-GM-Wuling led the new energy VAN market with sales of 45,000 units, a year-on-year increase of 27.8%, although its market share decreased by 0.9% [19][21]. - The competition in the new energy VAN market is intensifying, with the launch of new models and significant sales growth from competitors like the Farizon Star Enjoy V7E, which saw a remarkable year-on-year increase of 877.8% in September 2025 [21][29]. - The article notes that the Farizon Star Enjoy V6E has become a popular product in the market, with sales of 23,000 units in the first nine months of 2025, driven by its competitive pricing and performance [33]. Company Monitoring - Dongfeng Motor Corporation launched the Ruida V8E model, targeting multifunctional uses in urban logistics, with a promotional price of 86,800 yuan [35][40]. - BYD introduced the T35 pure electric mini truck, specifically designed for the Japanese market, showcasing the company's commitment to expanding its product offerings internationally [40].

Core Viewpoint - The launch of the new remote star enjoy V7E marks a significant addition to the remote new energy commercial vehicle lineup, redefining the value ecosystem of urban distribution and intercity logistics with its three core advantages: smart driving control, premium space, and versatile functionality [1][8]. Group 1: Market Context - The logistics market in China is currently complex, with both challenges and opportunities arising from the global economic environment. The ownership of new energy VAN products in China has exceeded 1.2 million units, with over 40% market share from January to May this year, establishing them as the main force in urban distribution logistics [3][4]. - The market faces challenges such as product homogenization, where different brands and models exhibit high similarity in features, leading to a "copycat" product matrix [3]. Group 2: Product Positioning and Features - The remote star enjoy V7E fills the product gap between the remote star enjoy V6E and the remote super VAN, enhancing the brand's global layout and product matrix [8]. - The V7E is designed for short-distance urban distribution, built on the third-generation urban new energy light vehicle platform, and features the remote Xuanwu powertrain, which integrates multiple technologies to meet user demands for efficiency and safety [9][11]. - The vehicle is equipped with a 51.4 kWh Xuanwu battery, offering a CLTC range of 375 kilometers, with plans to expand to a 460-kilometer range in the future. It achieves a low energy consumption of 13.8 kWh per 100 kilometers [11]. Group 3: Loading and Safety Features - The V7E boasts a cargo compartment length of 2870mm, expandable to 4100mm, with a maximum cargo volume of 7.5m³, making it highly competitive in its price range. It features a 270° magnetic tailgate and side sliding doors for easy loading and unloading [13]. - The Xuanwu battery offers the industry's longest warranty of 10 years or 800,000 kilometers and has passed rigorous safety tests, ensuring high durability and safety standards [15]. Group 4: Business Model and User Engagement - The company has shifted from a simple vehicle sales model to a more integrated ecosystem approach, offering a five-in-one solution that includes sales, value protection, easy leasing, vehicle-battery separation, and worry-free rentals [16]. - The launch event introduced seven major purchase benefits for the first batch of vehicle owners, covering all usage scenarios and enhancing user engagement through partnerships with platforms like Didi Freight [18].

Investment Rating - The report does not explicitly state an investment rating for the light commercial vehicle industry Core Insights - The light commercial vehicle market is expected to see stable growth in 2025, with an estimated total sales volume of 2.82 million units, representing a year-on-year increase of 3.5% [46] - The new energy small VAN market is projected to grow significantly, with sales reaching 245,000 units in 2024, a year-on-year increase of 47.2% [28] - The report highlights the introduction of innovative products such as Jiangling's "Blue Flame Power Platform" and the Oumako Smart Blue ES1 electric light truck, which aim to address market demands and consumer concerns regarding range and efficiency [11][18] Industry Insights - Jiangling has launched the "Blue Flame Power Platform," which features advanced technologies for fuel efficiency and performance, including a maximum thermal efficiency of 45.23% and a fuel consumption of 1.2L per 100 km [15][13] - The Oumako Smart Blue ES1 electric light truck is designed for urban transportation needs, offering a range of 500 km and fast charging capabilities [20][23] - The new energy small VAN market is dominated by small and medium-sized vehicles, which account for over 80% of total sales, with a compound annual growth rate (CAGR) of 50.2% from 2019 to 2024 [28] Product Analysis - The report categorizes companies in the new energy VAN market into three groups based on their penetration rates: A-class (100% new energy), B-class (30%-60% new energy), and C-class (below 25% new energy) [31] - A-class companies like Yuan Cheng focus solely on new energy products, while B-class companies like SAIC-GM-Wuling balance traditional fuel and new energy offerings [31] - The report emphasizes the potential for traditional fuel microbus users to upgrade to new energy small VANs, driven by government incentives and lower operational costs [38] Sales Forecast - The light commercial vehicle market is projected to experience stable growth, with government investment expected to boost demand in urban logistics and cold chain transportation [46] - The report notes that while there are positive growth factors, challenges such as geopolitical tensions and low consumer confidence may hinder sales performance [46] - The overall market for light commercial vehicles is expected to remain steady, with a total sales forecast of 2.82 million units in 2025, reflecting a modest increase from previous years [46]

Core Viewpoint - The article discusses the rapid growth and transformation of the new energy VAN market in China, highlighting key developments, market segmentation, and sales forecasts for the coming years [2][4][12]. Product Analysis - Jiangling Motors launched the "Blue Flame Power Platform," a new energy brand focusing on advanced technologies for diesel engines [2]. - The new energy small VAN market is projected to grow significantly, with sales expected to reach 245,000 units in 2024, representing a year-on-year increase of 47.2% and a compound annual growth rate of 50.2% from 2019 to 2024 [4]. - In the first two months of 2025, sales reached 31,000 units, showing a remarkable year-on-year growth of 92.3% [4]. Market Segmentation - The new energy VAN market can be divided into three categories based on penetration rates: - A-class: 100% penetration, focusing solely on new energy products (e.g., Yuan Cheng, Rui Chi, Kai Rui) [6]. - B-class: 30%-60% penetration, balancing traditional fuel and new energy (e.g., Wuling, Changan, Foton, Dongfeng) [6]. - C-class: below 25% penetration, primarily traditional fuel vehicles (e.g., Jiangling, SAIC Maxus) [6]. A-Class Company Research - Yuan Cheng is developing small and medium VANs based on a pure electric platform, with rapid sales growth for its models [8]. B-Class Company Research - SAIC-GM-Wuling has historically focused on traditional fuel vehicles but is expanding its new energy offerings, with the Wuling Yangguang model expected to outperform competitors in pricing and space [10]. Policy Impact - The "trade-in" policy for old vehicles is expected to stimulate demand for new energy vehicles, with significant potential for upgrading traditional fuel microbuses, as there are over 1.3 million units eligible for replacement [12]. Sales Forecast - The light commercial vehicle market is expected to see stable growth in 2025, with total sales projected at 2.82 million units, reflecting a year-on-year increase of 3.5% [16].