8月重卡同比五连增，天然气迎来复苏

Core Insights - In August, domestic heavy truck sales reached 92,000 units, representing a year-on-year increase of 47% and a month-on-month increase of 8% [1][2] - The sales of natural gas heavy trucks in August were 16,000 units, showing a year-on-year growth of 32% and a month-on-month growth of 30% [1][3] - The heavy truck industry is expected to gradually recover, with projected sales of 1.067 million units in 2025, an 18% year-on-year increase [1] Sales Performance - Cumulative sales of domestic heavy trucks from January to August reached 716,000 units, a year-on-year increase of 15% [2] - The sales structure in August showed that semi-trailer trucks accounted for 50.6%, cargo trucks for 27.8%, and non-complete vehicles for 21.7% of total heavy truck sales [2] - In August, semi-trailer truck sales were 49,000 units (up 42% YoY), heavy cargo truck sales were 24,000 units (up 54% YoY), and heavy non-complete vehicle sales were 19,000 units (up 50% YoY) [2] Natural Gas Heavy Trucks - Cumulative sales of domestic natural gas heavy trucks from January to August were 116,000 units, down 9% year-on-year [3] - The penetration rate of natural gas in heavy trucks was 17% in August, with semi-trailer trucks having a penetration rate of 32% [3] - The cost-effectiveness of natural gas usage for trucks with an annual mileage exceeding 150,000 km is highlighted, suggesting potential for increased penetration [3] New Energy Heavy Trucks - In August, domestic new energy heavy truck sales reached 15,000 units, a significant year-on-year increase of 197% [3] - Cumulative sales of new energy heavy trucks from January to August were 103,000 units, reflecting a year-on-year growth of 175% [3] - The penetration rate of new energy in heavy trucks was 16% in August, with a cumulative rate of 14% for the year [3]