Domestic News - The Ministry of Industry and Information Technology (MIIT) has opened an online feedback window for small and medium-sized enterprises regarding the payment cycle commitments of key automotive companies, addressing issues such as payment delays beyond the agreed 60 days and unreasonable payment terms [3] - MIIT is soliciting opinions on the safety requirements for fuel cell electric vehicles as part of the revision of national standards, including four mandatory national standards [4][5] - Zeekr has launched a luxury hybrid architecture called Haohan-S, featuring a 900V high-voltage system and a 70-degree 6C hybrid battery with a pure electric range of 380 kilometers [6] - BYD has achieved L4-level intelligent parking capabilities and is providing full liability coverage for accidents caused by its "Heavenly Eye" intelligent driving assistance system during parking [7] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, marking its entry into the African market, with plans to expand into Europe by 2026 [8] - Chery Automobile plans to launch two new SUV models in the UK, optimizing them for the local market [9] - Honeycomb Energy has been designated for the smart battery project, supplying lithium iron phosphate short-blade batteries to both domestic and international markets [11] - NIO has completed its plan for 1,000 highway battery swap stations, connecting 550 cities across China [12] International News - The European Union is investing €852 million (approximately 7.16 billion yuan) to promote the development of electric vehicle batteries, as part of a broader initiative to transition to a competitive and resilient industrial base [13] - Pakistan aims to achieve a 30% penetration rate for electric vehicles in total car sales by 2030, as outlined in its National Electric Vehicle Policy [14] - Stellantis has launched a battery swap service for its Fiat 500 fleet in Madrid, in collaboration with Ample, providing a quick alternative to charging [15] - Waymo has introduced a new service allowing teenagers aged 14 to 17 to ride in its autonomous taxis, starting in Phoenix [16] Commercial Vehicles - Four departments in China are promoting the construction of high-power charging facilities for public transport, logistics, and heavy-duty freight [18] - Major online freight platforms have signed a self-regulatory convention to protect the rights of truck drivers, focusing on issues like timely payment and fair pricing [19] - Chongqing is drafting policies to support the development of intelligent connected new energy commercial vehicles, offering financial incentives up to 20 million yuan for compliant companies [20][21] - Qingling Motors has launched the Lingkun electric truck in Qingdao, targeting urban delivery needs [22]

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 KERUICONSULTING ■目录 CONTENTS 政策法规 市场洞察 企业监测 三一集团:三一江山SE636重卡上市 中长途电动化再提速 (总第0110期 2025年7月第1周) 六部委：推动充换电设施建设,积极服务 新能源汽车、动力电池等新兴产业发展 重庆加强公路货物运输超限超载治理，保 障公路运输安全畅通 上海市用户侧虚拟电厂建设实施方案,明 确提升车网双向互动能力的任务 2025年5月国内新能源商用车同比增长 47.3%,环比持续下滑 卡车新能源渗透率全面提升，客车中大 中客渗透率持续下滑至42.94% 新能源中重卡保持高速增长,5月同比增 . 长184% 远程新能源：全新远程星享V7E正式上市，重构全球VAN 市场价值逻辑 庆铃汽车：庆铃铃坤深圳上市 宁德时代尖端三电加持 成功汽车:星马T3E深圳上市,开启首款新能源研 . 国芯科技：发布全球首款48V安全气裹点火芯 CCL1800B 政策法规 六部委:推动充换电设施建设,积极服务新能源汽车、动力电池等新兴产业发展 文件指出,推动新能源清洁能源加注及充换电设施建设,完善船舶燃料加 ...

Domestic News - The Ministry of Industry and Information Technology is accelerating the improvement of the standard system in the fields of new energy vehicles and other green low-carbon industries, focusing on the development of standards for various technologies such as industrial microgrids and high-safety energy storage batteries [3] - Shanghai is promoting a pilot program for the import of used key components for automotive research and testing, aiming to enhance the independent R&D capabilities of local automotive companies and improve their international competitiveness [4] - Hongmeng Zhixing has established 32 new user centers in April and May, with a target of over 350 centers by 2025, enhancing its offline service network [5] - Geely has obtained the "3A" capability certification for software quality systems, becoming the first company globally to achieve this, which signifies a significant milestone in the maturity of China's intelligent and electric vehicle standards [6] - BYD has launched its flagship luxury MPV, the M9, in Mexico, marking a significant step in its expansion into the high-end new energy market [7] - Tesla has opened over 2,100 supercharging stations in China, with a total of over 11,600 supercharging piles, enhancing its charging network across various locations [8] - Pony.ai has signed a strategic cooperation framework agreement with Lingnan Holdings to explore applications of autonomous driving in tourism [9] - CATL has commenced construction of a battery joint venture in Indonesia, with an expected total battery capacity of 15 GWh, capable of powering 250,000 to 300,000 vehicles [10] International News - Morocco plans to increase electric vehicle production by 53% by the end of 2025, reaching 107,000 units, as part of its strategy to diversify export markets [11] - Volkswagen Group is investing $1 billion in Rivian as part of a larger commitment of up to $5.8 billion, aiming to acquire advanced electric architecture technology [12][13] - VinFast has officially launched its second factory in Vietnam with an initial annual capacity of 200,000 vehicles, despite facing challenges in attracting foreign buyers [14] - The UK automotive industry reported a significant decline in production, with May's output dropping 32.8% year-on-year, marking the lowest level in over 70 years [15] Commercial Vehicles - CATL's advanced battery technology has empowered the launch of the Qingling Lingkun pure electric light truck in Shenzhen, catering to the growing demand for electric commercial vehicles [16] - The Shandong Province has established a key laboratory for safety and energy efficiency in new energy commercial vehicles, focusing on technological research and industry upgrades [18] - Wuling's Yangguang model has officially adopted CATL batteries, enhancing product reliability [19] - Beiqi Foton has launched the new Truck Mate in South Africa, targeting the growing demand for high-quality commercial vehicles in the region [20][21]

据第一商用车网统计，在2025年5月（2025年4月28日-2025年6月1日）的5周内，国内9家 主流轻卡企业（或品牌）的"轻卡第一影响力指数"总得分为1726分，环比2025年4月（2025 年3月31日-2025年4月27日）的4周得分（1422）增长了21.4%，同比2024年5月（2024 年4月29日-2024年6月2日）的5周得分（1873分）下降了7.8%。 | 排名 | 品牌 | 总得分 | | --- | --- | --- | | 01 | 江淮1卡 | 388 | | 02 | 汽解放轻卡 | 262 | | 03 | 东风轻卡 | 238 | | 04 | 中国重汽HOWO轻卡 | 233 | | 05 | 福田奥铃 | 164 | | 06 | 庆铃轻卡 | 129 | | 07 | 江铃轻卡 | 124 | | 08 | 远程轻型商用车 | 119 | | 09 | 宇通轻卡 | 69 | 5月，轻卡市场又有不少新产品诞生，超百辆的大单交付也依然是行业关注的热点。同时，各 轻卡生产企业还积极在新能源、品牌营销等领域发力。 2025年5月"轻卡第一影响力"传播事件统计 | 企业 | ...

6月12日，庆铃汽车股份有限公司发布内幕消息公告，披露控股股东股权划转进展。公告显示，重庆市 人民政府拟将重庆市国有资产监督管理委员会(重庆市国资委)所持有的庆铃集团80%股权无偿划转(股 权划转)至重庆渝富控股集团有限公司(渝富控股)。 庆铃汽车于6月10日接获控股股东庆铃汽车（集团）有限公司（"庆铃集团"）通知，重庆市人民政府拟 将重庆市国有资产监督管理委员会（"重庆市国资委"）所持庆铃集团80%股权无偿划转至重庆渝富控 股集团有限公司（"渝富控股"）。划转完成前，重庆市国资委持有庆铃集团100%股权，庆铃集团持有 庆铃汽车50.1%股权；划转完成后，重庆市国资委将直接持有庆铃集团20%股权，并通过渝富控股间 接持有80%股权，庆铃汽车控股股东仍为庆铃集团，实际控制人仍为重庆市国资委，其主要业务不受 影响，正常生产经营活动亦不受实质性影响。 一段时间以来，庆铃汽车积极融入重庆市「33618」现代制造业集群体系和「416」科技创新布局，加 快推进新能源转型升级，一方面充分发挥资本、资产、资质、品牌优势，转变发展模式，加大市场化资 源整合力度，扩大创新链、产业链合作圈，构建产业生态。持续深化与博世、华为、宁德 ...

Core Viewpoint - The announcement details the transfer of 80% equity of Qingling Group, the controlling shareholder of Qingling Motors, to Chongqing Yufu Holding Group, which is a state-owned capital operation platform under the Chongqing State-owned Assets Supervision and Administration Commission [1][2]. Group 1: Shareholder Structure and Changes - After the equity transfer, Qingling Group will still hold 50.1% of Qingling Motors, while the Chongqing State-owned Assets Supervision and Administration Commission will continue to hold 20% of Qingling Group directly and 80% indirectly through Yufu Holding [3]. - The equity transfer will not change the controlling shareholder or the actual controller of Qingling Motors, which will remain Qingling Group and the Chongqing State-owned Assets Supervision and Administration Commission respectively [3]. Group 2: Strategic Initiatives and Collaborations - The company is actively integrating into Chongqing's "33618" modern manufacturing cluster and "416" technology innovation layout, accelerating its transition to new energy [2]. - Collaborations with leading companies such as Bosch, Huawei, and CATL are ongoing, with notable projects including the world's first megawatt-level ultra-fast charging heavy truck "Lingjie" and the new energy light truck "Lingkun" [2]. - The company is celebrating 40 years of uninterrupted joint ventures with Isuzu and plans to launch new products focusing on smart connected new energy commercial vehicles [2]. Group 3: Implications of the Equity Transfer - The equity transfer is expected to enhance the company's new energy transition and promote high-quality development through capital investment and resource integration [2]. - The transfer will be conducted in compliance with relevant laws and regulations, including the Hong Kong Code on Takeovers and Mergers, and may trigger mandatory general offer obligations [3].

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0105期 2025年5月第4周) ▌自录 CONTENTS 僵）行业数据 · 市场：市场：新能源商用车销量与渗透率 企业团公 · 徐工汽车:驭汉界,定乾坤!徐工2.0轻卡重磅发布 供应链 政策清晨规 · 赛轮:塞轮印尼工厂首胎下线 全球化战略再迎重要突破 · 长飞先进：长飞先进武汉基地首片晶圆正式下线 上海市嘉定区人民政府发布关于印发《嘉定区关于支持智能网 联新能源汽车产业发展的若干政策》的通知 《通知》指出，支持氢燃料电池汽车产业发展。按上海市有关 政策支持。支持全固态电池产业发展。鼓励全固态电池产业链 企业开展研发活动，按核定研发投入的10%给予奖励，最高500 万元。支持扩大产能，按核定发生费用的10%给予奖励，最高 3000万元。实施增产奖励,按照增长比例最高给予500万元的- 次性奖励。鼓励产业集聚发展,对推动集聚发展情况开展评价 并予以奖励,最高不超过500万元。 贵州贞丰县人民政府发布《贞丰县能源局关于进一步加强电动 汽车充电基础设施建设运行管理的通知》 《通知》指出,有停车位的个人、加油站、自有用地的企业等 增加安装充电 ...

Core Viewpoint - The launch of the new energy light truck "Lingkun" by Qingling, in collaboration with CATL and its subsidiary Times New Energy Technology, marks a significant milestone in redefining the value benchmark for new energy commercial vehicles, showcasing Qingling's competitive edge in the new energy product technology iteration [1][3]. Group 1: Dual Empowerment Restructuring the Value Chain - Since its joint venture with Isuzu in 1985, Qingling has adhered to leading development concepts of technology, quality, and management, forming a comprehensive lineup of commercial vehicle products and serving over 2 million users [3]. - The Lingkun light truck represents a milestone in Qingling's green transformation, driven by innovation for high-quality development, and is a result of strategic collaboration with CATL and Times New Energy [3][7]. - The partnership signifies a new era of "technological symbiosis" and "ecological co-creation" in China's new energy commercial vehicle industry [7]. Group 2: Six Technological Breakthroughs Addressing Industry Pain Points - The Lingkun light truck features six major technological breakthroughs, addressing market pain points and enhancing its competitive advantages over traditional fuel vehicles [8][10]. - Key advancements include a streamlined cab design with a drag coefficient of 0.33, leading its class by over 26%, and a flat wire oil-cooled motor with a power density of 7.1 kW/kg, achieving a 20% reduction in energy consumption [10]. - The truck supports a maximum range of 500 kilometers, effectively alleviating "range anxiety" and "cost pressure" in urban logistics, and operates efficiently in extreme temperatures from -30°C to 60°C [10]. Group 3: Promoting Zero-Carbon Transformation in the Logistics Industry - Qingling and CATL signed a strategic cooperation agreement to deepen collaboration in products, technology, and business models, enhancing market competitiveness domestically and internationally [11]. - The companies aim to build a comprehensive green, efficient, and intelligent logistics ecosystem, focusing on user-centric development and expanding the application scenarios of smart connected new energy commercial vehicles [13]. - The Lingkun light truck is positioned as a key player in driving the zero-carbon transformation of the logistics industry and supporting regional economic green development [15].

第七届中国西部国际投资贸易洽谈会，于5月22日在重庆国际博览中心盛大开幕。庆铃集团携 燃油、纯电、氢能、混动四大动力平台，及"铃界""铃坤"多款新产品重磅亮相N4馆，以全球 顶尖的新科技、领先的新产品，向世界展示重庆商用车产业在转型升级中的最新突破。 作为本届西洽会首场新能源商用车新品发布会，庆铃携手华为数字能源，重磅发布全球首款兆 瓦级超充重卡——铃界。该车以兆瓦超充和智能网联技术，重塑绿色物流新生态，掀起重卡电 动化、智能化新革命。 铃界采用了全面突破重卡电动化应用瓶颈的底层领先技术。补能快，应用华为兆瓦超充技术， 15分钟充满80%，每日多跑1-2趟；效率高，搭载博世电驱桥，匹配碳化硅逆变器，最高效 率99.5%，系统效率96%，满载能耗每公里仅1.2度电；自重轻，应用轻量化设计，自重9.3 吨（352度电），较行业轻15%；风阻低，采用星际流体曲面设计，风阻降低20%；智能 化，采用全新庆铃智能座舱，提供车队管理等网联服务；成本低，TCO较油车低38%（五 年、倒短场景），每年可节省燃料成本15万。 ● "双龙"争霸 宇通多个细分市场夺冠 江铃第六 前4月客车出口破2万辆增三成 | 头条 ● 720马 ...