9.2万辆！逆天了！6月重卡全面上涨

Core Viewpoint - The heavy truck market in China experienced a significant increase in sales in June, with a year-on-year growth rate of 29%, marking the third consecutive month of growth in 2023 [1][4][5]. Sales Performance - In June 2025, approximately 92,000 heavy trucks were sold, representing a 4% increase from May and a 29% increase from the same month last year [4][5]. - Cumulatively, from January to June 2023, the heavy truck market in China sold about 533,300 units, reflecting a year-on-year growth of approximately 6% [7]. - The retail sales of heavy trucks also saw a year-on-year increase exceeding 36% in June, with a slight month-on-month rise [7][14]. Market Drivers - The primary reason for the sales surge in June, traditionally a "slow season," is attributed to environmental policies, particularly the implementation of a vehicle scrappage and replacement program initiated by three ministries on March 18 [8][9]. - The program has led to increased demand for new heavy trucks as older vehicles are replaced, contributing to the market's growth despite challenges in the freight market [9][10]. Segment Performance - The electric heavy truck segment has shown remarkable growth, with sales exceeding 15,000 units in June, a year-on-year increase of over 120%, and a market penetration rate surpassing 24% [16][17]. - Diesel heavy trucks also performed well, with a year-on-year growth rate of around 52% in June [17]. - Conversely, the natural gas heavy truck segment continues to decline, with sales dropping over 22% year-on-year in June, primarily due to unfavorable price differentials and delayed policy implementation in key regions [16][17]. Future Outlook - The ongoing effects of the scrappage policy are expected to sustain the demand for new heavy trucks, with projections indicating a significant year-on-year increase in sales for the third quarter of 2023, particularly in September [19].