第一商用车网·2025-06-28 13:29Core Viewpoint - The sales of new energy heavy trucks in 2025 have shown remarkable growth, with a cumulative sales volume of 62,100 units in the first five months, representing a year-on-year increase of 195% and achieving 74.65% of the total sales for 2024 within just five months [1][2]. Group 1: Sales Performance - In the first five months of 2025, new energy heavy truck sales exceeded 15,000 units for three consecutive months from March to May [1]. - The cumulative sales of 62,100 units in 2025 have already surpassed 74.65% of the total sales for the entire year of 2024 [2]. - The number of provinces and cities exceeding last year's total sales has been increasing, indicating a broadening market [3]. Group 2: Regional Market Analysis - All 31 provincial-level administrative regions in China have registered new energy heavy trucks, with 28 regions registering over 100 units and 18 regions over 1,000 units [6]. - The top three regions for new energy heavy truck sales from January to May 2025 are Shanghai (9,727 units), Guangdong (7,425 units), and Sichuan (4,576 units), accounting for 15.89%, 12.13%, and 7.47% of total sales respectively [8]. - Shanghai has maintained the highest sales for five consecutive months, with 97.64% of the registered trucks being tractors [13]. Group 3: Growth Rates - The overall sales of new energy heavy trucks in the first five months of 2025 have increased by 195%, with several regions experiencing even higher growth rates, such as Shanghai (4,262%), Henan (515%), and Guizhou (994%) [9]. - A total of 308 cities have registered new energy heavy trucks by May 2025, nearing the total of 309 cities for the entire year of 2024 [9]. Group 4: Brand Performance - In Shanghai, the leading brand for new energy heavy trucks is SANY, with sales of 1,921 units and a market share of 19.75% [17]. - In Guangdong, SANY also leads with 1,176 units sold, capturing a market share of 15.84% [23]. - In Sichuan, the top brand is Heavy Truck, with 1,746 units sold and a market share of 38.16% [30]. Group 5: Conclusion - The new energy heavy truck market is experiencing significant growth across various regions, with expectations that the number of cities registering these vehicles will exceed last year's total by the end of 2025 [51].