第一商用车网·2025-06-22 13:19Core Viewpoint - In May 2025, China's new energy bus market experienced a rebound with both month-on-month and year-on-year growth after a decline in April, indicating a positive trend in the industry [1][26]. Sales Performance - In May 2025, a total of 2,905 new energy buses (7 meters and above) were sold, representing a month-on-month increase of 14.82% and a year-on-year increase of 18.43%. Cumulatively, sales from January to May reached 13,448 units, up 17.72% compared to the same period last year [1][12]. - The top three companies in May were Yutong Bus, BYD, and Zhongtong Bus, maintaining their positions from the previous month. Yutong sold 758 units (26.09% market share), BYD sold 429 units (14.77% market share), and Zhongtong sold 368 units (12.67% market share) [5][7]. Brand Highlights - Notable performances included: - BYD's sales increased by 113.43% year-on-year, while Zhongtong's sales surged by 225.66% [9][20]. - New entrants in the top ten included Shanghai Shenwo and Ankai, with significant growth rates [4][9]. - The market concentration remains stable, with the top three companies holding a combined market share of 53.53% and the top ten companies accounting for 93.53% of the market [11] Segment Analysis - In the bus segment, sales increased significantly, with 2,295 units sold in May, reflecting a month-on-month increase of 31.14% and a year-on-year increase of 51.39% [17][18]. - The seat bus segment saw a decline, with only 102 units sold in May, down 9.78% month-on-month and 33.37% year-on-year [23][24]. Future Outlook - The market is expected to continue its positive trajectory due to the release of new policies and increasing demand for electric buses, particularly in tourism and high-end customized travel [27].