The rivalry in the new energy passenger vehicle market intensifies daily, whereas the commercial vehicle sector lags in the adoption of electrification and intelligence. It continues to navigate various pathways towards energy conservation and carbon reduction, alongside exploring intelligent applications in open environments. Luo Changguo, General Manager of the Heavy Truck Division at Sany Group, emphasized at the China Electric Vehicle Hundred People Forum (2025) that the passenger vehicle market has already transitioned into an elimination phase. Conversely, the evolution of new energy commercial vehicles lags by one full cycle and remains in a phase characterized by capital expansion and technological accumulation. Despite the influx of new players and capital, it is anticipated that from 2026 onwards, new energy commercial vehicles will also embark on the path of elimination competition.