10月16日，远程X7E纯电牵引车首批交付中远海运旗下寰宇东方国际集装箱（青岛）有限 公司，将集中投用于青岛港集装箱短倒运输业务，以零碳运力助力青岛港绿色智慧码头建 设。活动现场，远程新能源重卡还同时与天津中远海运旗下远风绿色动力科技（天津）有限 公司签署500辆能源重卡战略合作协议。双方将以此为契机，共同推进新能源重卡在港口物 流场景的规模化应用，为港航物流行业的绿色低碳转型树立新标杆。 以本次交付的X7E-403车型为例，其综合能耗较行业主流产品低15%以上，配备自研玄武 403kWh电池，享有8年/120万度电超长质保，并支持双枪600A极速快充，有效保障港口 连续作业需求。车辆搭载自研高效电机，电驱系统功率可达612马力，整车历经严苛考验， 轻松应对港口高强度、高频率的作业挑战。 此外，车辆还可接入数字化管理，实现碳足迹核查，同时依托智能化车队管理系统，实 现"人、车、货、桩"全要素打通，提供从资产管理到运输服务的全链路精细化协同，为用 户打造一站式运力监控与服务解决方案，进一步优化运营成本。客户表示："远程新能源重 卡车队的投用，不仅将有效减少碳排放，还将改善集装箱单箱运输成本，提升运力的可靠性 与 ...

Core Viewpoint - The recovery of the heavy truck market in June is attributed to the efforts of major manufacturers in communication and marketing strategies, despite a year-on-year decline in the "Heavy Truck First Influence Index" [1][4]. Group 1: Market Performance - In June 2025, the total score of the "Heavy Truck First Influence Index" for nine major brands was 2180 points, a slight increase of 1.3% month-on-month but a decrease of 4% year-on-year [1]. - The top three brands in the index were FAW Jiefang with 514 points, China National Heavy Duty Truck with 432 points, and Dongfeng Commercial Vehicle with 315 points [2][16]. Group 2: Brand Activities and Events - FAW Jiefang had significant events in June, including the delivery of 50 new energy trucks and the launch of the T-shift 12-speed AMT transmission, which is considered a benchmark in the heavy truck AMT field [9]. - China National Heavy Duty Truck launched the G7H 720 horsepower gas tractor and reported a 20.3% year-on-year increase in heavy truck sales, totaling 24,553 units in May [12][13]. - Dongfeng Commercial Vehicle signed multiple large contracts, including a strategic cooperation agreement for 50 hazardous chemical tractors and the delivery of 1,600 gas heavy trucks to the African market [15][18]. Group 3: Competitive Landscape - The competition between FAW Jiefang and China National Heavy Duty Truck is intensifying, with the gap in their influence scores narrowing [7]. - Dongfeng Commercial Vehicle's marketing activities and large orders have contributed to its strong performance in the index, showcasing its strategic initiatives [20][23].

Market Overview - The market for new energy light trucks continues to rise significantly, with May sales reaching 17,180 units, a year-on-year increase of 75%, and a penetration rate of 26.09% [6][7] - From January to May 2025, the top-selling company was Yuan Cheng with 16,228 units sold, while Guangdong province had the highest sales proportion [6] Company Developments - Foton's Aoling New Energy product matrix was launched, focusing on addressing logistics users' pain points such as complex purchasing processes and maintenance response times [22] - Jianghuai delivered 100 units of its new energy cold chain vehicles to Xuelan Dairy, ensuring fresh and stable quality during transportation [27] - Chery's Zero Meter light truck introduced a new version with enhanced battery technology, promising longer battery life and reduced energy consumption [28] - Dongfeng Liuzhou's new energy heavy-duty truck, based on an 800V high-voltage platform, features a maximum power of 1,209 horsepower and supports super-fast charging [29] Policy and Regulation - The Ministry of Industry and Information Technology released guidelines to promote low-energy and low-emission measuring instruments, supporting the green and low-carbon transition in manufacturing [5][17] - Hunan Province's three-year action plan for hydrogen energy development emphasizes coordinated layout and innovation-driven applications [9] Industry Data - The top 10 companies in new energy light truck sales from January to May 2025 show significant growth, with some models experiencing over 500% year-on-year increases [6][7] - The penetration rate of new energy light trucks has increased from 24.85% to 26.09% in 2025 [6] Technological Innovations - Dongsoft and CATL's subsidiary collaborated to promote the efficient implementation of intelligent skateboard chassis control platforms [4] - The introduction of new sensor tires by Pirelli aims to monitor road conditions in real-time, assisting road management departments [4]