FOTON(SH:600166) 智通财经网·2025-09-25 08:04Core Insights - In August 2025, the retail sales of new energy commercial vehicles reached 73,400 units, marking a year-on-year increase of 45.96% and a month-on-month increase of 2.69% [1][2] - From January to August 2025, the cumulative retail sales of new energy commercial vehicles totaled 502,900 units, reflecting a year-on-year growth of 54.52% [9] Sales Performance - In August 2025, 96.9% of the sales were from pure electric commercial vehicles, amounting to 71,100 units, which is a year-on-year increase of 48.82% [2] - For the same month, new energy trucks accounted for 64.4% of the sales with 47,300 units sold, showing a year-on-year growth of 86.23% and a month-on-month increase of 7.75% [4] - New energy buses sold 26,100 units, representing 35.6% of the total, with a year-on-year increase of 4.93% but a month-on-month decline of 5.35% [4] Cumulative Sales Analysis - From January to August 2025, pure electric commercial vehicles made up 96.51% of the cumulative sales, totaling 485,300 units, which is a year-on-year increase of 55.41% [9] - Cumulative sales of new energy trucks reached 317,100 units, accounting for 63.06% of total sales, with a year-on-year growth of 96.86% [11] - New energy buses had cumulative sales of 185,800 units, representing 36.94% of the total, with a year-on-year increase of 13.02% [11] Brand Performance - In August 2025, the top five companies/brands accounted for 41.01% of the total sales, including Geely Remote, Foton Motor, SAIC-GM-Wuling, SAIC Maxus, and XCMG [6] - From January to August 2025, the top five companies/brands represented 37.62% of cumulative sales, which also included Geely Remote, Foton Motor, SAIC-GM-Wuling, XCMG, and Kaiyi [14]