Core Insights - The heavy truck industry in China experienced significant growth in September 2025, with sales reaching approximately 105,000 units, a 15% increase from August and an 82% increase year-on-year [1] - The heavy truck market has seen six consecutive months of growth, with an average growth rate of 39% from April to September [1] - Cumulatively, the heavy truck market sold over 820,000 units from January to September 2025, indicating a year-on-year growth of about 20% and suggesting that annual sales could exceed 1 million units [1] Sales Performance - In September 2025, heavy truck wholesale sales were approximately 105,000 units, marking the second-highest level in the past eight years, only behind September 2020 [1] - The domestic terminal sales of heavy trucks also showed strong performance, with a year-on-year increase of over 90% in September [2][3] Contributing Factors - The surge in sales during September can be attributed to a low base from the previous year, increased demand due to a seasonal uptick in road freight, and favorable environmental policies [6] - The implementation of differentiated subsidies for scrapping and updating old trucks has provided stable support for the heavy truck market since May [6] Export Trends - Heavy truck exports have also shown steady growth, with an estimated year-on-year increase of around 6% in September 2025 [6] Segment Performance - The natural gas heavy truck segment saw a significant recovery in September, with sales increasing by nearly 140% year-on-year and a domestic penetration rate rising to approximately 26%-27% [7] - The electric heavy truck segment achieved record monthly sales of over 22,000 units in September, reflecting a year-on-year growth of 185% [7] - Diesel heavy trucks also contributed to the growth, with September sales expected to increase by nearly 60% year-on-year [7]
9月我国重卡市场销售约10.5万辆 同比大涨8成
智通财经网·2025-10-08 22:52