SCMC(SH:600984) 第一商用车网·2025-07-23 06:58Core Viewpoint - The domestic sales of new energy heavy trucks in the first half of 2025 reached nearly 80,000 units, showing a year-on-year growth of 186% and a penetration rate exceeding 22%, indicating a strong upward trend in the market [1]. Group 1: Market Performance - In the first half of 2025, the cumulative sales of new energy heavy trucks in China reached 79,200 units, with XCMG Automotive selling 12,900 units, a year-on-year increase of 160%, capturing a market share of 16.25% [4]. - XCMG Automotive ranked first in monthly sales for seven times in the first half of 2025, with average monthly sales exceeding 1,000 units and reaching over 2,000 units for four consecutive months starting from March [5][3]. - The average monthly sales of XCMG's new energy heavy trucks in the first half of 2025 was 2,145 units, a significant increase from the average of 1,197 units in the previous year [8]. Group 2: Segment Performance - In the competitive new energy tractor market, XCMG sold 9,532 units in the first half of 2025, a year-on-year increase of 288%, achieving a market share of 16.30% [8]. - In the new energy dump truck segment, XCMG sold 2,275 units, a year-on-year increase of 93%, with a market share of 22.15% [8]. - In the battery swap heavy truck market, XCMG sold 4,647 units, a year-on-year increase of 140%, leading the market with a share of 18.59% [10]. Group 3: Product and Service Quality - XCMG's new energy heavy trucks are recognized for their reliability and effective service, contributing to positive word-of-mouth and increased orders [15]. - The trucks are equipped with unique battery thermal management technology, allowing operation in extreme temperatures from -35°C to 65°C, which enhances their appeal across diverse climates [16]. - XCMG provides comprehensive service solutions, including 24-hour online rescue services and rapid response times, ensuring efficient vehicle operation for customers [18]. Group 4: Market Expansion - XCMG has established a presence in 30 out of 31 provincial-level administrative regions in China, achieving widespread market penetration [14]. - The company continues to expand its market influence, demonstrating strong performance in the highly competitive new energy heavy truck sector [19].