第一商用车网·2025-07-19 14:43Core Viewpoint - The sales of new energy heavy trucks have shown significant growth, with a record of 18,000 units sold in June 2025, indicating a strong upward trend in the market [1][4][35] Sales Performance - In June 2025, the domestic new energy heavy truck market sold a total of 18,000 units, marking a 19% increase from May and a 158% increase year-on-year [4] - The sales of pure electric heavy trucks reached 17,600 units, accounting for 97.87% of total sales, with charging heavy trucks contributing 12,100 units, reflecting a 19% month-on-month increase and a 183% year-on-year increase [5][15] - Charging heavy trucks have maintained a growth rate of over 100% for 18 consecutive months, outperforming the overall new energy heavy truck market [5][35] Market Share and Competition - In the first half of 2025, the cumulative sales of charging heavy trucks reached 52,500 units, a 232% increase compared to the same period last year [19] - The market share of leading companies includes SANY at 22.48%, XCMG at 15.68%, and FAW Liberation at 14.72%, with significant year-on-year increases for several players [23] - The competition among the top three companies in the charging tractor segment is intense, with SANY, FAW Liberation, and XCMG all exceeding 6,000 units sold [28] Segment Analysis - The charging tractor segment has seen a remarkable increase, with sales reaching 35,900 units in the first half of 2025, a 351% increase year-on-year [26] - Charging dump trucks sold 6,954 units, reflecting a 102% increase, although this growth is slower compared to the overall market [30] - The charging heavy truck market has expanded to include all 31 provincial-level administrative regions in China, with 304 cities registering charging heavy trucks [11] Future Outlook - The continuous growth in sales and market participation suggests a robust future for the new energy heavy truck sector, with expectations for sustained performance [35]