Core Viewpoint - The domestic new energy light truck market has experienced significant growth, with sales reaching record highs in recent months, indicating a strong upward trend in the industry. Group 1: Sales Performance - From March 2025, new energy light truck sales in China have exceeded 10,000 units for three consecutive months, with April achieving the highest monthly sales of 15,600 units [1] - In June 2025, the sales reached 16,600 units, marking a year-on-year increase of 120% and continuing an "18 consecutive months of growth" trend [7][8] - The overall light truck sales in June 2025 were 57,200 units, with new energy light trucks accounting for a record 28.95% of the total, up over 4 percentage points from the previous month [12] Group 2: Market Share and Growth - In the first half of 2025, the new energy light truck market achieved cumulative sales of 73,000 units, a year-on-year growth of 100%, with major companies showing significant increases [33] - The top companies in the new energy light truck market for June 2025 included: - Yuan Cheng with 3,309 units (19.97% market share) - Foton with 2,924 units (17.65% market share) - Jianghuai with 1,916 units (11.56% market share) [31] - The market share of new energy light trucks has seen a notable increase, with the penetration rate reaching 21.16% in the first half of 2025, up from 17.73% in the previous year [12] Group 3: Regional Performance - All 31 provincial-level administrative regions in China have seen new energy light truck registrations, with Guangdong leading with nearly 25,000 units, accounting for 34.2% of the national total [16] - The registration volume in Guangdong increased by 98% year-on-year, while other provinces like Henan, Zhejiang, and Hebei also showed substantial growth [18] Group 4: Fuel Type Distribution - Pure electric vehicles remain the dominant technology in the new energy light truck market, accounting for 91.51% of sales in the first half of 2025, with a slight increase compared to previous years [21] - Hybrid models saw a year-on-year increase of 89%, while fuel cell vehicles experienced a decline of 30% in sales [25][27]
远程超1.5万 福田暴涨389% 江淮/跃进争前三 上半年新能源轻卡销7.3万辆 | 头条