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你好,，这是伊芙琳,，从北京给您写信。欢迎阅读最新一期的《中国连线—》，其中概述了我'm 在当地企业的所见所闻。
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a snapshot of what I'm seeing and hearing from local businesses.
中国在电动汽车领域取得成功后并没有满足于现状。从新政策目标到出口, 什么 将加快进程?
China isn't resting on its laurels after its success in electric cars. From new policy goals to exports, what的 about to speed things up?
大故事
The big story
中国计划这次用卡车重复其电动汽车的成功故事—。
China plans to repeat its electric car success story — this time with trucks.
据三一重工 电动卡车部门海外市场总经理 Michael Yue, 称，由于今年运输和石油成本飙升,，约 880 辆电动卡车的海外买家迫使中国制造商三一重工在 6 月底之前发货,。
As shipping and oil costs surged this year, an overseas buyer of around 880 electric trucks pressed Chinese manufacturer Sany to ship all of them by the end of June, according to Michael Yue, general manager of overseas markets for Sany Heavy Industry的 electric truck division.
在伊朗战争之前, 海外采用电动卡车预计需要三到五年, Yue 上周告诉我。 "但现在,他们立即需要它。"
Before the Iran war, overseas adoption of electric trucks was expected to take three to five years, Yue told me last week. "But now, they need it immediately."
就在我们谈话的几天前，中国'交通运输部呼吁到2030年新能源重型卡车占新卡车销量的40%。政策补充说，北京周边较短路线上使用的卡车80%以上应为电动,。
Our conversation came just days after China的 Ministry of Transport called for new energy heavy trucks to account for 40% of new truck sales by 2030. More than 80% of trucks used on shorter routes around Beijing should be electric, the policy added.
中国超越了这一基准。
China blew past that benchmark.
到 2024,，中国销售的新乘用车一半以上是新能源汽车。此后，这一数字已攀升至 60%, 以上，比亚迪执行副总裁李斯特 (Stella Li) 最近预测，这一数字可能很快就会达到 80%。
By 2024, more than half of new passenger cars sold in China were NEVs. That figure has since climbed above 60%, and BYD Executive Vice President Stella Li recently predicted it could reach 80% soon.
电动卡车也遵循类似的轨迹。根据国际能源署的数据，去年在中国销售的卡车中约有四分之一是电动,，帮助该领域的全球销量翻了一番，达到 400,000 辆, 以上。 IEA 将中国的增长很大程度上归因于"运营成本优势以及电池成本下降。"
Electric trucks are following a similar trajectory. About a quarter of trucks sold in China last year were electric, helping global sales in the segment double to more than 400,000 vehicles, according to the International Energy Agency. The IEA attributed much of that growth in China to "operational cost advantages as well as declining battery costs."
IEA 在 5 月份发布的一份报告中表示，在某些情况下,，中国拥有一辆电池驱动重型货运卡车五年内的总成本已达到柴油替代品, 的同等水平。
In certain cases, the total cost of owning a battery-powered heavy freight truck in China over five years of ownership has reached parity with diesel alternatives, the IEA said in a report published in May.
IEA 表示，在中国以外,，, 电动卡车的成本通常仍至少是柴油动力车型, 的两倍。
Outside China, however, electric trucks typically still cost at least double that of diesel-powered models, the IEA said.
全球竞争
Global competition
这一差距有助于解释为什么即使汽车巨头和初创企业竞相进入市场，全球范围内的采用率仍然相对有限,。
That gap helps explain why adoption remains relatively limited worldwide, even as automotive giants and start-ups race into the market.
预计特斯拉今年将增加 "Semi" 卡车的交付量。梅赛德斯-奔驰于 2023, 推出了 eActros 600 电动长途卡车，但今年仍专注于推广该车辆。
Tesla is expected to ramp up deliveries of its "Semi" truck this year. Mercedes-Benz unveiled its eActros 600 electric long-haul truck in 2023, but is still focused on promoting the vehicle this year.
三一,几十年来一直专注于挖掘机和建筑机械,五年前才扩展到电动汽车, Yue说。他表示，该公司此后已停止在中国销售柴油卡车。
Sany, which focused on excavators and construction machines for decades, only expanded into electric vehicles five years ago, Yue said. He said the company has since stopped selling diesel trucks in China.
该公司声称其 880 辆汽车订单是迄今为止中国最大的电动卡车出口量。
The company claims its 880-vehicle order represents the largest export shipment of electric trucks from China to date.
由于保密协议，Yue 拒绝透露客户或目的地国家,，但表示三一重工此前曾向印度尼西亚和阿拉伯联合酋长国等国家运送电动卡车。
Yue declined to identify the customer or destination country due to non-disclosure agreements, but said Sany has previously shipped electric trucks to countries such as Indonesia and the United Arab Emirates.
与小米和其他越来越依赖工厂自动化来降低成本和提高产量的中国电力公司一样，三一重工已在内部建立了大部分制造能力。
Like Xiaomi and other Chinese electric companies that increasingly rely on factory automation to cut costs and increase production, Sany has built much of its manufacturing capability in-house.
事实上,位于长沙的高度自动化工厂一期已经可以使用中国制造的零部件每年生产高达300,000辆卡车, Yue说。他声称它'是世界第二大商用卡车工厂,，仅次于欧洲的宝马。
In fact, the first phase of its highly automated factory in Changsha can already produce up to 300,000 trucks a year using parts made in China, Yue said. He claimed it的 the second-largest commercial truck factory in the world, just behind BMW in Europe.
三一重工已在亚洲,、美洲,、欧洲和非洲开展业务。去年其总收入897亿元人民币，其中60%以上25来自中国境外。
Sany already operates across Asia, the Americas, Europe and Africa. More than 60% of its total revenue of 89.7 billion yuan last year came from outside China.
"公司'位于印度尼西亚的工厂生产的产品已销往欧洲和美国的高端市场,"三一重工在其2025年年报中表示。该公司拒绝就其计划在香港上市电动卡车业务的报道发表评论。
"The Company的 factory in Indonesia has produced products reaching high-end markets in Europe and the United States," Sany said in its 2025 annual report. The company declined to comment on a report that it plans to list its electric truck business in Hong Kong.
电动卡车在中国的卡车出口,中所占份额虽小，但增长迅速。,惠誉评级,董事,亚太区企业评级,董事杨景表示。 "该细分市场在 2025 年和 2026 年前四个月快速增长。惠誉预计强劲势头将持续。"
Electric trucks are a small but quickly growing share of China的 truck exports, said Jing Yang, director, Asia-Pacific corporate ratings, Fitch Ratings. "This segment grew rapidly in 2025 and in the first four months of 2026. Fitch expects the strong momentum to continue."
如果这一预测成立，, 电动卡车可能会与汽车和半导体一起支持中国'的全球出口,，尽管关税不断上升—，因为北京正在建设另一个由其引领的行业。
If that forecast holds true, electric trucks could join cars and semiconductors in supporting China的 global exports, despite rising tariffs — as Beijing builds another industry where it sets the pace.
需要知道
Need to know
中国'的零售额三年来首次下降
China的 retail sales drop for the first time in three years
5 月份官方数据显示，零售销售意外同比下降 0.6%,，而投资数据的降幅也超出预期。工业产出增长 4.5%，超出预期25。
Official data for May showed retail sales unexpectedly fell by 0.6% from a year ago, while investment figures also dropped by more than anticipated. Industrial output beat expectations with growth of 4.5%.
七国集团峰会在没有北京的情况下结束，中国推动人工智能安全
China pushes for AI safety as G7 summit wraps up without Beijing
王毅,中国'的最高外交官,表示，中国正在加快计划建立全球人工智能合作组织。他是在中国'的全球治理白皮书,发布时发表上述言论的，该白皮书批评了贸易战并强调了对全球南方的支持。
Wang Yi, China的 top diplomat, said the country is speeding up plans to establish a global AI cooperation organization. He was speaking at the release of China的 global governance whitepaper, which criticized trade wars and emphasized support for the Global South.
中国证监会警告不要炒作'科技炒作'并利用人工智能选股
China securities regulator warns against speculating on 'tech hype and using AI for stock picking
监管机构将"严厉查处"违法行为, 中国证监会主席,吴清,周三在上海举行的年度陆家嘴论坛上表示。
Regulators will "strictly investigate and punish" illicit activities, Wu Qing, chairman of the China Securities Regulatory Commission, said at the annual Lujiazui Forum in Shanghai on Wednesday.
Coming up
6月22日——26:中国国际供应链博览会(CISCE)在北京举办
June 22 - 26: China International Supply Chain Expo (CISCE) is held in Beijing
6月23日——25:世界经济论坛"夏季达沃斯"在大连举行
June 23 - 25: World Economic Forum "Summer Davos" is held in Dalian
6月27: 5月工业利润
June 27: Industrial profits for May
6月30:中国6月官方PMI
June 30: China official PMI for June
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