第一商用车网·2025-08-02 12:46Core Viewpoint - The new energy tractor truck market in China has experienced rapid growth since 2025, with monthly sales consistently exceeding 10,000 units, particularly driven by the outstanding performance of new energy tractor trucks, which have shown significantly higher growth rates compared to the overall new energy heavy truck market [1][4]. Summary by Sections Market Performance - In July 2025, the new energy tractor truck market added 13,300 units, marking a year-on-year increase of 234% and a month-on-month increase of 11% [4][5]. - The July sales growth of 234% is notably higher than the overall new energy heavy truck market's growth of 185% for the same month, indicating that new energy tractor trucks are leading the market [5][6]. Regional Insights - In July, 30 provincial-level administrative regions in China reported new energy tractor truck sales, with 23 regions adding over 100 units each. Shanghai led with over 3,000 units sold [5][6]. Company Performance - In July, six companies sold over 1,000 units of new energy tractor trucks, with XCMG leading at 2,174 units, followed closely by Jiefang at 2,135 units [8][9]. - The top ten companies in terms of sales saw significant year-on-year growth, with XCMG, Jiefang, and SANY being the top three companies in cumulative sales [11][14]. Cumulative Sales Data - From January to July 2025, cumulative sales of new energy tractor trucks reached 65,100 units, representing a year-on-year increase of 266% [13][14]. - Jiefang, XCMG, and SANY have cumulative sales exceeding 9,000 units, with Jiefang leading at 10,700 units [14][15]. Market Share - The top five companies in the new energy tractor truck market hold significant market shares, with Jiefang at 16.49%, XCMG at 15.15%, and SANY at 14.86% [19]. - The competition among companies remains intense, with frequent changes in rankings as companies strive to outperform each other [19]. Future Outlook - The July sales record of 13,300 units sets a positive tone for the second half of the year, raising expectations for continued growth in August [21].