第一商用车网·2025-07-11 03:28Core Viewpoint - The heavy truck market in China experienced significant growth in June 2025, with sales reaching 97,900 units, marking a 37% year-on-year increase and a 10% month-on-month increase, contributing to a "three consecutive months of growth" in the second quarter [4][5][22]. Sales Performance - In June 2025, the total sales of trucks (including chassis and tractors) amounted to 316,200 units, reflecting an 8% increase both month-on-month and year-on-year [5]. - The heavy truck market's sales for the first half of 2025 totaled 539,200 units, a 7% increase compared to the same period last year, with a net increase of approximately 35,000 units [10][17]. Historical Context - The June 2025 heavy truck sales of 97,900 units is the second highest in the last five years and the fifth highest in the last decade, indicating a recovery from previous years where sales were below historical averages [6][8]. Market Share and Competition - In June 2025, five companies achieved sales exceeding 10,000 units, with the top five companies capturing over 90% of the market share [13]. - The leading companies in June included Heavy Truck with 24,600 units sold, followed by Dongfeng, Shaanxi Automobile, Jiefang, and Foton [13]. Growth Trends - All top ten companies in the heavy truck market reported year-on-year sales growth in June, with Foton and Beiqi Heavy Truck leading with increases of 116% and 125%, respectively [15]. - The market concentration has increased, with the top ten companies accounting for 98.04% of total sales, and the top five companies holding a combined market share of 90.94% [19]. Future Outlook - The heavy truck market is expected to continue its growth trend into the second half of 2025, despite July and August being traditionally slower months for sales [22].