又一家车企宣布停售燃油车

Group 1 - The core viewpoint of the article highlights the significant recovery of heavy truck sales in China, with a total of 1.145 million units sold in 2025, representing a year-on-year increase of 27% [2] - The sales of new energy heavy trucks reached 231,100 units in 2025, a staggering increase of 182% year-on-year, leading to a penetration rate exceeding 28% [2] - Diesel heavy trucks' market share fell below 50% for the first time, dropping 8 percentage points compared to 2024 [2] Group 2 - Hanma Technology announced it will cease production and sales of traditional fuel vehicles in China starting in 2026, focusing entirely on new energy vehicles [2] - In 2025, Hanma Technology sold 14,005 trucks, with electric medium and heavy trucks accounting for 11,449 units, a year-on-year increase of 153.46%, making up over 80% of its truck sales [2] - The company expects a revenue of 6.6 billion yuan in 2025, a 56% increase, while the net profit attributable to shareholders is projected to be approximately -66 million yuan, reducing losses by about 1.012 billion yuan year-on-year [3] Group 3 - New energy heavy trucks are supported by cost advantages, with an estimated cost of 1 yuan per kilometer for electric trucks compared to 2.5 yuan for diesel trucks, leading to potential annual savings of 300,000 yuan [3] - Government policies are providing substantial support, including a special financial subsidy of up to 140,000 yuan for scrapping old heavy trucks, effectively reducing the price of new energy heavy trucks by 6.5% to 8.5% [3] - The implementation of stricter fuel consumption standards starting July 1, 2025, aims to reduce fuel consumption by approximately 15%, further pushing the transition to new energy [4] Group 4 - The trend towards new energy heavy trucks is irreversible, with projections indicating a penetration rate of 35% by 2026 and potentially exceeding 50% by 2027 [4] - Short-distance and specific scenarios are becoming the main battlegrounds for new energy heavy trucks, supported by various local government incentives such as operational subsidies and toll reductions [4]