Abstract: In 2025, the state will expand its coverage of "trade-in" policy and upgrade transportation standards, bringing a "window period" for the commercial vehicle industry to upgrade. Driven by policies, the commercial vehicle industry is facing opportunities for accelerated elimination of traditional fuel vehicles and increased penetration of new energy vehicles. State-owned enterprises, foreign funded enterprises, and joint ventures are breaking through with differentiated innovation, while automotive and logistics enterprises are deepening their collaboration, and scenarios such as TIR cross-border transportation are driving technological iteration. In the future, the industry needs to focus on technological breakthroughs, industrial chain collaboration, and global layout, and achieve high-quality development under the dual drive of policies and markets.