点击蓝字 关注我们 新能源商用车周报 (总第0130期 2025年11月第3周) 目录 CONTENTS 政策法规 市场洞察 企业监测 乘联分会&科瑞咨询联合发布 工信部：探索"人工智能+制造"，到 2027年建成200个左右高标准数字园区 内蒙古人民政府办公厅：到2027年新增 汽车(不含货车)中新能源汽车占比达到 35% 江苏省交通运输厅：推行道路普货运输教 . 育改正不罚 2025年1-10月新能源轻卡销售13.6万辆，同比增 长81.0% 远程新能源稳居第一，1-10月累计销售2.6万辆, . 同比增长48.2% 远程星智长期占据榜首，销售超2.5万辆，市场份 · 额占18.5% 四款热门新能源轻卡产品 . 福田汽车：发布全新一代微卡Wonder Plus 魏桥新能源商用车：发布第二代高端铝VAN车型V80, 轻量化再升级 奇瑞商用车:与轻舟智航达成战略合作,打造量产级 . L4物流产品 芯联集成：发布全新碳化硅G2.0技术平台 . 新能源和Al数据中心电源 政策法规 工信部：探索"人工智能+制造"，到2027年建成200个左右高标准数字园区 【科瑞咨询|KERUL CONSULTING KEI亚业和 ...

Industry Insights - Foton Motor launched the Aoling new energy product matrix, addressing key pain points for logistics users such as complex purchasing processes, range anxiety, and slow maintenance response, by introducing a closed-loop ecosystem of "vehicle + pile + light + storage + load + intelligence" [3] - Jianghuai Automobile successfully conducted the first national joint debugging of the "chocolate" battery swap commercial vehicle, achieving a battery swap time of 150 seconds [4] - Yuancheng New Energy officially launched the Yuancheng Star Enjoy V7E, marking the third model in its VAN champion family, based on a new "third-generation urban new energy light vehicle platform" [6] Product Analysis - The light truck market is seeing a shift towards differentiation between large battery (above 110 kWh) and smaller battery (below 80 kWh) electric light trucks, with major sales models expected to include Yuancheng Star Wisdom and BYD T5 [9] - The small truck market is upgrading towards electric models with battery capacities above 60 kWh [11] - The micro truck market is experiencing a decline across all fuel types, with new energy penetration remaining low at only 1.2% [13] - The small electric truck market is rapidly shifting from below 60 kWh to above 60 kWh, with key sales models including Geely Yuancheng Star Wisdom F5E and Dongfeng Kaipute EV180 [14] - The light passenger vehicle market has surpassed 60% penetration for new energy, with cargo volume shifting towards 7-8 cubic meters [16] Sales Forecast - Economic factors such as insufficient domestic market demand and consumer confidence are impacting sales, with light commercial electric vehicles becoming the mainstay of the market [18] - The overall light commercial vehicle market is expected to maintain steady growth in 2025, with a projected total sales volume of 2.81 million units, reflecting a year-on-year increase of 3.1% [20]