数据 | 10.54万辆！同比大涨46%！1月重卡市场喜迎“开门红”

Core Insights - The overall truck sales in January 2026 reached 323,500 units, showing a month-on-month decline of 10.4% but a year-on-year increase of 27.92% [1][5] - Heavy-duty truck sales for January were 105,352 units, reflecting a month-on-month growth of 2.58% and a year-on-year growth of 45.98% [1][5] Sales Performance - Among the top 10 heavy-duty truck manufacturers, China National Heavy Duty Truck Group and FAW Jiefang sold over 20,000 units each, with sales of 29,114 and 20,509 units respectively, leading the market [3][8] - The top 3 to 5 manufacturers sold over 10,000 units, with a minor sales gap of around 1,000 units between adjacent ranks, indicating a relatively close competition [3][8] - Notably, Shandong Leichi re-entered the top ten with sales of 791 units, showcasing the strength of new entrants in the heavy-duty truck market [3][8] Market Dynamics - The top 10 manufacturers experienced a mixed performance with 5 companies showing sales growth and 5 experiencing declines [3][10] - Chery Automobile had the highest month-on-month growth rate at 68.85%, while XCMG and Shandong Leichi saw significant declines of 27.27% and 26.69% respectively [3][10] - Year-on-year, 8 out of the top 10 manufacturers reported sales increases, with XCMG showing the largest growth at 95.12% [3][10] Ranking Changes - Compared to the previous month, 5 companies in the top 10 improved their rankings, while 2 companies dropped [4][9] - China National Heavy Duty Truck Group maintained its leading position, while FAW Jiefang moved up from fourth to second place [4][9] - The rankings of Hualing Automotive and Jianghuai Automotive improved by one position each, while Shaanxi Automobile Group and Dongfeng Motor dropped one position [4][9] Market Share - The cumulative market share of the top 10 manufacturers reached 98.26%, an increase of 3.69 percentage points from the previous month, indicating a further concentration in the market [6][10] - China National Heavy Duty Truck Group and FAW Jiefang saw significant market share growth of 5.46 and 4.23 percentage points respectively, while Shaanxi Automobile Group and Dongfeng Motor experienced declines exceeding 3 percentage points [5][10]