第一商用车网·2025-05-26 06:54Core Viewpoint - The domestic new energy light commercial vehicle market experienced a significant decline in April 2025, with sales dropping 27% month-on-month and 16% year-on-year, indicating a potential shift in market dynamics after a period of growth [2][3][30]. Market Performance - In April 2025, the new energy light commercial vehicle market sold 18,500 units, marking a 27% decrease from March and a 16% decrease year-on-year [2][3]. - The sales trend for the first four months of 2025 showed fluctuations: a decline in January, followed by increases in February and March, and then a decline again in April [5][7]. Sales Data - Cumulatively, from January to April 2025, the new energy light commercial vehicle market sold 72,300 units, reflecting a 15% year-on-year growth, although the growth rate has narrowed by 17 percentage points compared to March [7][22]. - The market completion rate for the 2024 annual sales target stood at 29.54% by the end of April 2025 [7]. Regional Insights - All 31 provincial-level administrative regions in mainland China have registered new energy light commercial vehicles, with 20 regions exceeding 1,000 units in registrations. Guangdong province alone accounted for 13,300 units, representing 18.40% of the total registrations in the first four months of 2025 [8][11]. Company Performance - In April 2025, SAIC-GM-Wuling led the market with a sales volume of nearly 5,000 units, achieving a year-on-year growth of 227%. Other notable performers included Foton, Changan, and Jiangling, with respective growth rates of 48%, 40%, and 324% [15][16][24]. - The market share for SAIC-GM-Wuling reached 24.76%, while other companies like Farizon and Changan held 17.21% and 13.37% market shares, respectively [27][28]. Market Composition - The new energy light commercial vehicle market is predominantly composed of pure electric models, which accounted for 99.98% of sales in the first four months of 2025, showing a slight decrease from the previous year [13]. - The competitive landscape saw changes in rankings, with several companies experiencing significant fluctuations in their monthly sales performance [20].