第一商用车网·2025-05-23 01:41Core Viewpoint - The natural gas heavy truck market in China has experienced a significant decline in sales during the traditional peak seasons of March and April 2025, with a year-on-year decrease of 26% and 35% respectively, indicating a shift from growth to decline in the market [2][5][34]. Sales Performance - In April 2025, the actual sales of natural gas heavy trucks reached 17,100 units, representing a 35% year-on-year decline and a 21% decrease compared to March 2025 [5][18]. - The cumulative sales from January to April 2025 totaled 64,100 units, down 11% year-on-year, with a reduction of approximately 7,500 units compared to the same period last year [27][29]. Market Share - In April 2025, the market share of natural gas heavy trucks was dominated by five companies, with FAW Jiefang leading at 4,600 units sold, followed by China National Heavy Duty Truck Group and Dongfeng Motor Corporation with sales of 3,623 and 3,408 units respectively [20][25]. - The market share of natural gas heavy trucks in April was 24.86%, a decrease of over 5 percentage points from the previous month [9]. Regional Sales Distribution - The sales of natural gas heavy trucks were unevenly distributed across regions, with Hebei, Shanxi, Shandong, Henan, and Xinjiang accounting for a significant portion of the total sales from January to April 2025 [14][16]. - Notably, Xinjiang, Chongqing, and Beijing saw substantial year-on-year sales growth of 75%, 58%, and 219% respectively [16]. Price Influence - The price of natural gas has fluctuated, starting at around 5,300 RMB per ton in April 2024 and dropping to just over 4,000 RMB per ton before gradually increasing again. However, the impact of gas prices on the sales decline of natural gas heavy trucks is considered limited [12]. Competitive Landscape - The competitive landscape shows mixed results among major players, with some companies experiencing significant declines while others, like Dongfeng and Foton, reported growth in sales [28][32]. - The market dynamics have shifted, with some companies improving their market share compared to the previous year, while others have seen declines [31][32].