第一商用车网·2025-07-03 07:23Core Viewpoint - The sales of new energy heavy trucks have shown explosive growth, with June 2025 sales reaching 14,800 units, marking a year-on-year increase of 187% and a month-on-month increase of 17% [3][4][23]. Sales Performance - In June 2025, a total of 14,800 new energy heavy trucks were sold, with a month-on-month increase of over 2,000 units compared to May [4][5]. - The average monthly sales for the first half of 2025 exceeded 10,000 units, with four consecutive months of sales surpassing this threshold from March to June [5][23]. - By June, 30 provincial-level administrative regions had new energy heavy truck sales, with 24 regions reporting over 100 units sold in a single month [5][7]. Company Performance - In June 2025, three companies sold over 2,000 units: SANY (2,544 units), Jiefang (2,391 units), and Xugong (2,054 units) [9][10]. - The top ten companies in sales saw nine of them achieve year-on-year sales growth, with Jiefang and Foton leading with increases of 314% and 479%, respectively [12][18]. - Cumulative sales from January to June 2025 reached 65,900 units, a year-on-year increase of 194%, with SANY and Xugong both surpassing 10,000 units in total sales [15][16]. Market Share - The market share of the top five companies in the first half of 2025 exceeded 10%, with SANY leading at 16.91%, followed by Xugong at 15.22% and Jiefang at 14.73% [21]. - The competition among companies is tight, with minor differences in market share, indicating potential for shifts in rankings [21]. Conclusion - The new energy heavy truck market is expected to continue its robust growth in the second half of 2025, following a strong performance in the first half, characterized by consistent month-on-month and year-on-year sales increases [23].