第一商用车网·2025-07-24 07:09Core Viewpoint - The domestic tractor truck market experienced significant growth in June 2025, with a year-on-year increase of 49%, marking the third consecutive quarter of growth in Q2 [1][4][30] Sales Performance - In June 2025, the actual sales of tractor trucks reached 38,000 units, representing a month-on-month increase of 14% and a year-on-year increase of 49%, with a net increase of approximately 12,600 units compared to June 2024 [4][10] - Cumulatively, from January to June 2025, tractor truck sales increased by 19% year-on-year, with a total of 192,100 units sold, reflecting a 6 percentage point increase compared to the growth rate after May [18][20] Market Share - In June 2025, tractor trucks accounted for approximately 54.97% of the total heavy truck market, a slight increase from 52.70% in May [6][16] - The top ten companies in the tractor truck market held a combined market share of 96.75% in June, with the top five companies accounting for nearly 80% of the market [16][22] Company Performance - FAW Jiefang led the market with 8,032 units sold in June, followed by China National Heavy Duty Truck with 6,968 units. Other notable performers included Foton and Shaanxi Automobile, both exceeding 5,000 units [10][12] - Companies such as XCMG, SANY, and Jianghuai achieved significant growth, with year-on-year increases of 120%, 120%, and 281% respectively [14][20] New Energy Vehicles - The proportion of new energy tractor trucks exceeded 30% in the first half of 2025, a significant increase from 17.43% in 2024 [26][28] - The sales of new energy tractor trucks saw a remarkable year-on-year growth of 265%, with pure electric models increasing by 286% [24][30] Market Trends - The tractor truck market exhibited a pattern of growth with fluctuations, showing a trend of increase-decrease-increase in sales throughout the first half of 2025 [30] - The competition in the tractor truck market remains intense, influenced by the ongoing transition in fuel types, with a notable decline in the market share of gas-powered trucks [22][26]