Zhi Tong Cai Jing·2025-10-27 09:11Core Insights - The retail sales of new energy commercial vehicles in September 2025 reached 94,400 units, marking a year-on-year increase of 73.01% and a month-on-month increase of 28.56% [1] - Pure electric commercial vehicles accounted for 97.08% of the total sales, with 91,600 units sold, reflecting a year-on-year growth of 73.94% [1] Sales Breakdown by Vehicle Type - New energy truck sales totaled 54,800 units, representing 58.12% of the total, with a year-on-year increase of 95.52% and a month-on-month increase of 16.03% [4] - New energy bus sales reached 39,500 units, accounting for 41.88% of the total, with a year-on-year increase of 49.18% and a month-on-month increase of 51.22% [4] Cumulative Sales Performance - From January to September 2025, cumulative retail sales of new energy commercial vehicles reached 597,200 units, a year-on-year increase of 57.17% [9] - Pure electric commercial vehicles contributed 96.60% of the cumulative sales, totaling 576,900 units, with a year-on-year growth of 58.09% [9] Cumulative Sales Breakdown by Vehicle Type - Cumulative sales of new energy trucks amounted to 371,900 units, making up 62.28% of the total, with a year-on-year increase of 96.66% [10] - Cumulative sales of new energy buses reached 225,300 units, accounting for 37.72% of the total, with a year-on-year increase of 18.04% [10] Brand Performance - The top five companies/brands accounted for 37.35% of the sales in September 2025, including Geely Yuanchen, Foton Motor, SAIC Wuling, XCMG, and FAW Jiefang [6] - From January to September 2025, the top five companies/brands maintained a cumulative sales share of 37.54%, comprising Geely Yuanchen, Foton Motor, SAIC Wuling, XCMG, and Kaiyue [14]