乘联分会·2025-06-27 08:50Core Viewpoint - The article highlights the robust growth and evolving dynamics of the pickup truck market in China, emphasizing the strong performance of domestic manufacturers, particularly in the context of both traditional and new energy vehicles. Group 1: Overall Market Analysis - In May 2025, the national pickup production reached 52,000 units, a year-on-year increase of 21%, with cumulative production from January to May at 255,000 units, up 23.4% [2] - The pickup market sales in May 2025 were 52,000 units, reflecting a year-on-year growth of 14% but a month-on-month decline of 10%, indicating a high level compared to the past five years [2][12] - The pickup market is primarily driven by demand in the Southwest and Northwest regions, which accounted for approximately 45% of total demand in May 2025 [2][21] Group 2: Export Performance - In May 2025, pickup exports reached 29,000 units, a year-on-year increase of 23%, with cumulative exports from January to May at 132,000 units, up 47% [3][14] - The export share of pickups in total sales rose from 45% in 2024 to 55% in May 2025, indicating a strong international market presence [3][14] Group 3: New Energy Pickup Development - New energy pickup sales in 2024 were 21,000 units, a significant year-on-year increase of 170%, with May 2025 sales at 8,000 units, up 503% year-on-year [4][19] - Cumulative sales of new energy pickups from January to May 2025 reached 34,000 units, reflecting a staggering growth of 1038% [4][19] Group 4: Manufacturer Analysis - Great Wall Motors continues to dominate the domestic pickup market with nearly 50% market share, while other manufacturers like Jiangling, Zhengzhou Nissan, and Isuzu maintain strong positions [31][32] - The competitive landscape is characterized by a few leading manufacturers, with Great Wall Motors, BYD, and Jianghuai showing significant growth in both domestic and export markets [29][34] Group 5: Regional Sales Dynamics - The pickup market is primarily concentrated in small cities and rural areas, with recent growth in demand from these regions, particularly in the Southwest and Northeast [41][42] - Major cities like Shenzhen have shown strong performance in new energy pickups, while traditional fuel pickups face challenges in larger urban markets [27][40]