来源：环球网 【环球网财经综合报道】1月29日晚，北汽福田汽车股份有限公司（以下简称"北汽福田"）发布的2025 年度业绩预增公告，犹如一剂强心针注入商用车行业。公告显示，企业预计2025年归母净利润约13.3亿 元，同比激增1551%；扣非净利润约8.2亿元，远超行业平均水平。在行业整体呈现复苏但分化加剧的 背景下，北汽福田以"全面国际化、全面新能源化、全面智能化"三大战略为牵引，实现从规模扩张向质 量效益的跨越式转变，为商用车行业高质量发展提供转型样本。 智能化战略同样取得突破性进展。自研的HWP高速公路领航系统采用"BEV+OGM"感知大模型，辅助驾 驶测试里程超200万公里；卡文BEACON支持22项辅助驾驶功能，欧辉智能巴士实现L2至L4级自动驾驶 功能。车联网系统接入车辆超281万辆，通过数据变现、智能运维等服务延伸价值链条，推动产品从"运 输工具"向"智能运营载体"转型。 盈利质量显著提升，主营业务造血能力增强 翻阅业绩预告，最引人关注的不仅是1551%的净利润增幅，更是盈利结构的实质性优化。数据显示，北 汽福田2025年非经常性损益约5.1亿元，占归母净利润比例约38.3%，剩余61.7%的盈 ...

Core Insights - The commercial vehicle industry is undergoing a transformation driven by energy structure changes, accelerated technological iterations, and global reconfigurations, with a focus on strategic foresight, deep industry insights, and systematic operational capabilities [1] Group 1: Sales and Market Performance - In 2025, Beiqi Foton achieved annual sales exceeding 650,000 units, reflecting a year-on-year growth of 5.9%, maintaining its position as the leader in the commercial vehicle sector [1] - The overseas sales reached 165,000 units in 2025, marking a year-on-year increase of 7.2%, showcasing the effectiveness of its comprehensive internationalization strategy [2] Group 2: Global Expansion Strategy - Beiqi Foton is transitioning from product trade to localized operations and global value chain integration, with significant milestones in production capacity and market expansion [2] - The establishment of production facilities in Thailand and Brazil, along with partnerships in the Middle East and North Africa, highlights the company's commitment to deepening its global footprint [2][3] Group 3: Innovation in "Going Global" Model - The company has shifted from single product exports to a comprehensive empowerment model that includes localized manufacturing, collaborative supply chains, and operational ecosystems [3] - Collaborations with partners like CATL and Cummins in Brazil demonstrate the development of integrated solutions for new energy vehicles and smart services [3] Group 4: Technological Advancements and Sustainability - In 2025, Beiqi Foton's sales of new energy vehicles surpassed 101,000 units, reflecting a significant year-on-year growth of 87.2% and an increase in market penetration [4] - The company is pursuing a diversified technology route with a focus on pure electric, hybrid, and hydrogen fuel technologies, supported by substantial investments in R&D [4] Group 5: Smart Technology Integration - Beiqi Foton has integrated smart technology throughout its R&D and application processes, enhancing operational efficiency and transforming vehicles into intelligent mobile terminals [5] - The company reported over 3.16 million vehicles connected to its "vehicle + internet" ecosystem, serving over 4,500 logistics companies, which has led to significant operational improvements [5] Group 6: Strategic Vision and Future Outlook - The company's growth trajectory in 2025 is attributed to its commitment to comprehensive internationalization, new energy, and smart technology strategies, indicating a maturation phase [6] - Beiqi Foton's advancements reflect a shift in competitive advantages from cost and scale to technology, brand, ecosystem, and global operational capabilities, positioning it for future growth in the global market [6]