乘联分会秘书长崔东树：8月新能源商用车渗透率达30%

Core Insights - The domestic sales of commercial vehicles in August reached 246,000 units, representing a year-on-year increase of 14% but a month-on-month decrease of 1% [1] - From January to August 2025, domestic sales of commercial vehicles totaled 2.01 million units, showing an 8% year-on-year growth, marking a new high since the stable period of commercial vehicles began in 2022 [1] Commercial Vehicle Sales - In 2024, the sales of new energy commercial vehicles reached 579,000 units, a significant year-on-year increase of 84% [1] - By August 2025, new energy commercial vehicle sales hit 73,600 units, reflecting a 46% year-on-year growth and a 3% month-on-month increase [1] New Energy Vehicle Penetration - The penetration rate of new energy commercial vehicles was approximately 3% from 2019 to 2021, rising to 9% in 2022 and 11% in 2023, with a projected 20% for the entire year of 2024 [1] - As of August 2025, the penetration rate reached 25%, indicating strong growth in the new energy commercial vehicle sector [1] Market Dynamics - The new energy commercial vehicle market in China is performing robustly due to policy support, while traditional fuel vehicles require effective policy backing to remain competitive [1]