智通财经网·2026-02-25 03:22Group 1 - The core viewpoint of the report indicates that the heavy truck sales in China are expected to reach 760,000 units in 2026, reflecting a year-on-year decline of 5.3% due to the implementation of the "old-for-new" policy [1] - In January, domestic heavy truck sales reached 105,000 units, showing a year-on-year increase of 46% and a month-on-month increase of 3% [1] - The wholesale sales growth in January is primarily driven by enterprises, as major heavy truck companies have performed well against their annual targets, leading to a portion of sales being carried over to 2026 [1] Group 2 - Focusing on natural gas heavy trucks, January sales reached 19,000 units, representing a year-on-year increase of 98% and a month-on-month increase of 50% [2] - The penetration rate of natural gas in heavy trucks was 18% in January, with significant growth expected due to the economic advantages of using natural gas for vehicles with high annual mileage [2] - The sales of natural gas semi-trailers in January were 18,000 units, showing a year-on-year increase of 97% and a month-on-month increase of 52% [2] Group 3 - In terms of new energy heavy trucks, January sales reached 20,000 units, reflecting a year-on-year increase of 102% but a month-on-month decline of 24% [3] - The penetration rate of new energy in heavy trucks was 19% in January, with the total cost of ownership (TCO) being optimal for annual mileage between 45,000 to 100,000 kilometers [3] - The report suggests that as technology matures and costs decrease, new energy heavy trucks will continue to grow, with attention needed on the implementation of the "old-for-new" policy for these vehicles [3]