近日，第二十五届中国国际投资贸易洽谈会在厦门开幕。重卡新势力企业速豹科技以"双展台"亮相的形式，分别入驻厦门馆与新质生产 力专区，为与会者提供了一次近距离了解国内新能源重卡领先技术的机会。 展会上，速豹科技不仅展示了核心技术与纯电重卡旗舰展品"黑金刚"，更同步官宣将在厦门设立总部，企业迈向产业化、国际化驱动的 规模化发展新阶段，引发市场关注。在新能源重卡市场形势一片大好的环境下，速豹的市场潜力如何，又将走向何方？请看第一商用车 网的分析报道。 2025年以来，我国新能源重卡市场正经历爆发式增长。据第一商用车网报道，2025年1-8月，我国新能源重卡销售（北斗数据）9.8万 辆，累计同比大涨188%，且连续六个月销量破万，市场需求已然迎来爆发期。 这样的市场背景下，速豹科技此次投洽会以双展台亮相，全面展示企业在新能源重卡领域的技术积淀与产业化成果，可谓"天时地利"。 既赶上了新能源重卡需求迅速增长的红利时代，也正逢环保政策推进、油电价差扩大以及电池成本下降的历史机遇期，使得电动重卡在 全生命周期的经济性优势更加凸显。这无疑为速豹科技乘势而起提供了良好的外部环境。 市场爆发式增长 速豹科技乘势而起 在厦门馆，速豹 ...

点 击 蓝 字 关 注 我 们 本文全文共 4145 字，阅读全文约需 14 分钟 目录 国内新闻 1.湖北:加快重塑国内一流汽车产业生态 2.长城汽车与中汽中心战略合作再深化 3.蔚来李斌:明年无换代计划 聚焦SUV产品布局 4.小鹏G7 Ultra首次OTA:重点推送全场景VLA 5.吉利汽车确认南非上市计划 6.日产进出口（广州）有限公司成立 7.五菱柳机低空经济事业部成立 8.万安科技将在武汉经开区建设华中生产基地 国外新闻 1.特朗普签署命令 降低日本汽车进口关税 2.加拿大拟暂缓电动汽车销量强制规定 3.宝马新世代首款量产车iX3今日全球首发 4.特斯拉Robotaxi应用已正式对美国公众开放 商用车 1. 速豹黑金刚宁夏交付 2. 北汽福田乌干达组装厂正式投产 3. 货拉拉"多拉八方"上线 4. 瑞驰汽车卡系双子星于2025世界智博会开启预售 国内新闻 1 湖北:加快重塑国内一流汽车产业生态 时间:2025.9.5 来源: 华尔街见闻 9月4日，湖北省委副书记、省长李殿勋在武汉市调研汽车产业发展时强调，要准确把握全球汽车工业变 革趋势，依托湖北汽车工业深厚底蕴和科教人才突出优势，用好湖北极其特殊 ...

Core Viewpoint - The article discusses the rapid growth and potential of the new energy heavy truck (NEHT) industry, highlighting its technological advancements, market dynamics, and supportive government policies that are driving the transition towards greener transportation solutions [3][4][7]. Industry Definition - New energy heavy trucks are defined as heavy-duty trucks powered by new energy technologies, including pure electric, fuel cell, and hybrid models, which contribute to reduced carbon emissions and environmental pollution [3]. - The main technological routes for NEHT include Battery Electric Vehicles (BEV), Fuel Cell Electric Vehicles (FCEV), and Hybrid Electric Vehicles (HEV/PHEV) [3]. Market Performance - In the first ten months of 2024, NEHT sales reached 57,074 units, with a market penetration rate of 7.6%, representing a year-on-year growth of over 140%. The total sales for the year are expected to exceed 70,000 units, with a penetration rate projected to surpass 8% [4]. Industry Chain - The NEHT industry chain consists of upstream key component suppliers, midstream vehicle manufacturers, and downstream application and operation sectors, all of which collaborate to promote the industry's scale and marketization [4][6]. - Upstream components include power batteries, fuel cell systems, motors, and control systems, with power batteries being the most significant cost component for pure electric trucks [5]. - Major vehicle manufacturers include BYD, SANY Heavy Industry, XCMG, Dongfeng Commercial Vehicle, and others, which are developing various NEHT models based on market demand and policy guidance [5]. Infrastructure and Applications - The promotion of NEHTs relies heavily on the development of charging and hydrogen refueling infrastructure, with companies like State Grid and Sinopec actively investing in this area [6]. - Logistics companies such as SF Express and JD Logistics are adopting NEHTs to enhance operational efficiency and reduce costs [6]. Government Policies - In 2024, various government initiatives were launched to support the NEHT industry, including road rights prioritization, financial subsidies, and toll fee discounts for new energy trucks [7]. - The Ministry of Transport and other departments have issued plans to accelerate the replacement of older diesel trucks with new energy models, offering subsidies of up to 140,000 RMB for purchasing NEHTs [7]. Financing Trends - The number of financing events related to NEHTs peaked in 2022 but has since declined, indicating a cautious investment environment influenced by market demand and technological advancements [7][13]. Key Companies - Haipote Technology focuses on hydrogen fuel cell commercial vehicle solutions and has established a comprehensive ecosystem for hydrogen fuel cell vehicle development [8]. - DeepWay is dedicated to applying autonomous driving technology in heavy trucks, with significant funding rounds completed to support its innovations [17]. Recent Developments - In March 2025, Didi Delivery partnered with remote and Weiyou Technology to enhance operational efficiency for freight drivers [21]. - CATL is collaborating with Jinmao Smart Transportation to upgrade the NEHT refueling system [22]. - The first batch of 200kW hydrogen fuel cell heavy trucks was launched in China, marking a significant step in commercializing high-power hydrogen fuel cell trucks [22][23].