第一商用车网·2025-07-23 06:58Core Viewpoint - The new energy light commercial vehicle (NE LCV) market in China has shown a fluctuating trend in sales, with a cumulative growth of 14% in the first five months of 2025, indicating a strong recovery and potential for continued growth in the sector [1][11]. Market Performance - In June 2025, the NE LCV market sold 24,300 units, representing a month-on-month increase of 1% and a year-on-year increase of 10% [4][6]. - The sales trend for NE LCVs in the first half of 2025 has been characterized by alternating months of growth and decline, culminating in a total of 120,700 units sold, which is a 14% increase compared to the same period last year [11][25]. Market Penetration - The NE LCV market has achieved a penetration rate exceeding 60% in three out of the first five months of 2025, highlighting its position as the segment with the highest penetration of new energy vehicles in the commercial vehicle market [1]. Regional Insights - In the first half of 2025, all 31 provincial-level administrative regions in mainland China recorded NE LCV registrations, with Guangdong province leading with over 22,500 units, accounting for 18.68% of the national total [13][15]. Company Performance - In June 2025, Wuling maintained its position as the monthly sales champion with over 5,000 units sold, followed by Yuancheng and Changan, which also showed significant growth [19][23]. - The market share of Wuling and Yuancheng exceeded 10% in June, with Wuling holding 21.98% and Yuancheng 17.33% [23][29]. Sales Rankings - The cumulative sales rankings for NE LCVs in the first half of 2025 show that Wuling, Yuancheng, and Changan are the top three brands, with respective sales of 27,900 units, 20,700 units, and 15,100 units [27][29]. - The overall market performance indicates that most companies experienced growth, with significant increases noted for Wuling (92%), Jiangling (83%), and Guizhou Changjiang (73%) [27][29]. Future Outlook - The NE LCV market is expected to continue its growth trajectory, with the potential for further increases in sales and market penetration as the year progresses [31].