乘联分会·2025-06-16 08:36Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, focusing on production, sales, exports, and the rise of new energy pickups. Production and Sales - In May 2025, national pickup production reached 51,700 units, a year-on-year increase of 20.8% compared to May 2024. From January to May 2025, production totaled 255,000 units, up 23.4% year-on-year [2] - Pickup sales in May 2025 were 52,000 units, reflecting a year-on-year increase of 13.6% but a month-on-month decrease of 8.1%. Cumulatively, sales from January to May 2025 reached 258,000 units, up 18.2% year-on-year [2] - Great Wall Motors continues to lead the domestic pickup market, with significant performances from Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2] Export Performance - The overall pickup truck export industry in China showed robust growth, with May 2025 exports at 28,600 units, a year-on-year increase of 23% but a month-on-month decrease of 2%. From January to May 2025, exports totaled 132,000 units, up 47% year-on-year [3] - The export share of pickups in total national sales rose from 45% in 2024 to 55% in May 2025, and 51% from January to May 2025, indicating a strong international demand for Chinese pickups [3] - Several manufacturers, including JAC Motors, BYD, Changan, Great Wall, and SAIC Maxus, have significantly increased their export volumes, with some companies exporting over half of their total pickup sales [3] New Energy Pickups - In 2024, the sales of new energy pickups reached 21,200 units, marking a 170% year-on-year increase. In May 2025, sales were 7,900 units, a staggering year-on-year growth of 503% and a month-on-month increase of 22% [4] - Cumulatively, from January to May 2025, new energy pickup sales reached 34,000 units, reflecting a 1038% increase year-on-year [4] - Major contributors to the new energy pickup market include BYD, with 4,572 units sold, and other brands like Geely and Zhengzhou Nissan also showing significant sales figures [4] Overall Market Insights - The pickup market is primarily driven by demand in the Southwest and Northwest regions of China, which account for approximately 45% of total demand [2] - The rise of new energy pickups is expected to further enhance market growth, with cities like Shenzhen and Guangzhou showing strong demand for electric pickups [2][4]