China’s new energy commercial vehicle market is accelerating its transition from policy-driven to value-driven growth, with electric light trucks emerging as a key growth segment for urban and inter-city logistics. Industry forecasts predict China’s heavy truck sales will exceed 1.1 million units in 2026, with new energy penetration reaching 35%-40%
Seizing this trend, Shacman achieves dual breakthroughs: delivering 1,000 units of its new Zhiyun Kunshi pure electric light trucks to leading operational platform Didi Ground Transportation, and its subsidiary Proton Motors announcing a strategic shift to “value competition” at its 2026 partner conference, reinforcing its leadership in both new energy light vehicles and hydrogen energy heavy-duty segments.
1,000-Unit Delivery: Zhiyun Kunshi Redefines New Energy Light Truck Efficiency
Launched in early January 2026, Shacman’s Zhiyun Kunshi pure electric light truck is tailored for urban distribution and inter-city logistics, addressing industry pain points of short range, high energy consumption, and slow charging
The 1,000-unit bulk delivery to Didi Ground Transportation marks a milestone in Shacman’s expansion into the new energy light commercial vehicle market, validating the model’s product competitiveness.
Equipped with CATL Tianxing lithium iron phosphate batteries (120kWh and 140kWh options), the Zhiyun Kunshi achieves exceptional range performance: 400km in comprehensive urban conditions and over 300km at 90km/h with a full load of 8 tons
Its 2C fast charging technology enables 20%-80% charging in just 18 minutes, while the streamlined body design (0.33Cd drag coefficient) and collaborative three-electric system (co-developed with CATL and Times New Ann) optimize energy efficiency, realizing “1kWh equals 1.35kWh” performance.
Safety and comfort are also prioritized: the high-strength steel cab passes 1.5-ton pendulum impact tests, and active safety features include ESC, AEB, FCW, and LDW
The 2170mm ultra-wide cab accommodates 3 passengers, with a 7-inch full LCD instrument and optional 12.3-inch smart screen enhancing driver experience. Core three-electric components come with an 8-year/600,000km warranty, supported by over 500 service stations nationwide.
Proton Motors’ 2026 Strategy: From Price War to Value Competition
At its 2026 Partner Conference held in Xi’an on January 6, Proton Motors, a key part of Shacman’s new quality productive forces initiative, announced 2025 sales exceeding 8,000 new energy vehicles, with hydrogen fuel cell heavy trucks achieving bulk overseas sales
Wang Zhao, Chairman of Proton Motors, emphasized the brand will shift from short-term “price wars” to long-term “value competition” centered on BAR (maximizing full-life cycle asset returns).
Proton Motors will focus on AI integration to advance autonomous driving commercialization, transforming trucks into “intelligent mobile robots”
Shacman will provide comprehensive support in industrial chain synergy, full production chain, and full-cycle services to build a win-win ecosystem. The subsidiary’s hydrogen fuel cell products are already operational in domestic scenarios, including 10 units of 49-ton hydrogen trucks deployed in Yulin, Shaanxi.
2026 Market Outlook: Aligning with Policy to Seize New Energy Opportunities
Shacman forecasts 2026 domestic heavy truck sales of around 800,000 units and exports of 300,000 units, with new energy vehicles becoming the core competition focus
Its strategy aligns with local policies like Guizhou’s measures to promote new energy trucks in mines and coal-fired power plants, which require state-owned enterprises to prioritize new energy vehicles for updates
Shacman’s 2025 performance laid a solid foundation: total sales reached 195,000 units (+16.7% YoY), with domestic commercial vehicle sales growing 60% YoY.
“The Zhiyun Kunshi delivery and Proton Motors’ value-driven strategy demonstrate Shacman’s comprehensive layout in new energy commercial vehicles,” a Shacman executive stated. “We will leverage 2026 market opportunities to deepen scenario-specific product innovation and contribute to the industry’s green transformation.”
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Post time: Jan-13-2026

