Zhi Tong Cai Jing·2026-02-25 08:53Core Viewpoint - The forklift industry is experiencing strong growth driven by the recovery of manufacturing and increased logistics demand, with domestic companies expanding their global presence and focusing on smart logistics and robotics [1][2][3]. Group 1: Industry Overview - Forklift sales in January 2026 reached 141,700 units, a year-on-year increase of 51.4%, with domestic sales at 89,700 units (up 63.3%) and overseas sales at 52,000 units (up 34.4%) [2]. - Cumulative forklift sales for 2025 were 1,451,800 units, reflecting a 12.9% year-on-year growth, with domestic sales at 906,800 units (up 12.6%) and export sales at 545,000 units (up 13.4%) [2]. - The demand for forklifts is closely linked to the manufacturing and logistics sectors, with a steady growth in social logistics and a positive trend in manufacturing PMI [3]. Group 2: Company Developments - Anhui Heli's smart logistics division achieved over 100% revenue growth in 2025, showcasing advancements in AI logistics robots and a diverse product matrix [4]. - Hangcha Group's affiliate, Henan Jiachen, passed the listing review on the Beijing Stock Exchange, which will enhance Hangcha's capabilities in core components and forklift product intelligence [5].