沪/粤/川/冀前四！上半年新能源重卡区域市场暗藏哪些“销冠”玄机？| 头条

Core Viewpoint - The sales of new energy heavy trucks in 2025 have shown remarkable growth, with a cumulative sales increase of 186% year-on-year in the first half of the year, surpassing 79,200 units, which is 96.61% of the total sales target for 2024 [1][2][51]. Group 1: Sales Performance - In the first half of 2025, new energy heavy truck sales exceeded 15,000 units for four consecutive months from March to June [1]. - The cumulative sales in the first half of 2025 reached 79,200 units, completing 96.61% of the total sales target for 2024 within just six months [2]. - The sales growth rate of 186% year-on-year indicates a strong market demand for new energy heavy trucks [1][41]. Group 2: Regional Market Analysis - All 31 provincial-level administrative regions in China have registered new energy heavy trucks, with 28 regions exceeding 100 units and 20 regions surpassing 1,000 units in sales [7]. - The top three regions for new energy heavy truck sales in the first half of 2025 were Shanghai (12,400 units), Guangdong (9,906 units), and Sichuan (5,819 units), accounting for 15.67%, 12.50%, and 7.34% of total sales respectively [9]. - Significant sales growth was observed in regions such as Shanghai, Guangdong, Yunnan, and others, with year-on-year increases exceeding 500% in some areas [9][41]. Group 3: Brand Performance - In Shanghai, the leading brand for new energy heavy trucks was SANY, with sales of 2,475 units and a market share of 19.94% [18]. - In Guangdong, SANY also led with 1,544 units sold, achieving a market share of 15.59% [24]. - In Sichuan, the top brand was Heavy Truck, with sales of 2,099 units and a market share of 36.07% [31]. - In Yunnan, the leading brand was XCMG, with a market share of 33.81% [43]. Group 4: Market Expansion - By June 2025, new energy heavy trucks had been registered in 312 cities across China, surpassing the total of 309 cities registered in 2024 [10][51]. - The market is experiencing widespread growth, with over 150 cities exceeding their total sales from the previous year [51].