第一商用车网·2025-06-03 09:35Core Viewpoint - The new energy tractor truck market in China has experienced rapid growth since 2025, with significant year-on-year increases in sales, particularly during the peak seasons of March and April, and a remarkable surge in May [1][28]. Group 1: Market Performance - In March and April 2025, new energy tractor trucks achieved year-on-year growth rates of 253% and 288%, respectively, outpacing the overall growth of the new energy heavy truck market [1][28]. - In May 2025, the market added 10,000 new energy tractor trucks, marking a year-on-year increase of 326%, which is 4.3 times the sales volume of May 2024 [4][5]. - The cumulative sales of new energy tractor trucks from January to May 2025 reached nearly 40,000 units, reflecting a year-on-year increase of 266% [17][20]. Group 2: Regional Insights - In May 2025, 30 provincial-level administrative regions in China reported new additions of new energy tractor trucks, with 21 regions adding over 100 units each [6]. - Shanghai led the regions with over 2,500 new energy tractor trucks added in May, followed by Sichuan and Shanxi with over 800 units each [6][7]. Group 3: Company Performance - In May 2025, five companies sold over 1,000 new energy tractor trucks, with Jiefang leading the sales with 1,680 units, followed by SANY and XCMG with 1,460 and 1,433 units, respectively [9][12]. - The top ten companies in the new energy tractor truck market saw significant year-on-year growth, with Jiefang, XCMG, and others achieving increases of over 300% [15][22]. - The market share of the top five companies, including Jiefang and XCMG, exceeded 10%, with Jiefang holding a share of 16.13% [25].