第一商用车网·2025-08-13 04:34Core Viewpoint - The commercial vehicle market in China experienced fluctuations in sales throughout 2025, with July marking a significant increase in year-on-year sales, indicating a competitive landscape among manufacturers [1][26]. Sales Performance - In July 2025, the commercial vehicle market sold 306,000 units, representing a month-on-month decrease of 17% but a year-on-year increase of 14%, marking the first consecutive monthly increase of the year [3][26]. - The cumulative sales from January to July 2025 reached 2.4277 million units, showing a year-on-year growth of 4%, with an increase of over 90,000 units compared to the same period last year [7][17]. Historical Context - The sales trend for July over the past five years has shown a pattern of fluctuations, with July 2025's sales being the second highest in this period, only behind July 2021 [5][26]. - The cumulative sales for the first seven months of 2025 are considered normal, ranking second in the last five years, but still falling short by nearly 800,000 units compared to the highest sales in 2021 [7][17]. Market Share and Rankings - In July 2025, the top ten manufacturers collectively held a market share of 76.09%, with the top five alone accounting for over 50% [14][22]. - Foton led the sales with 45,500 units, followed by China National Heavy Duty Truck Group and Dongfeng, with sales of 31,100 and 30,000 units respectively [9][11]. Competitive Landscape - The competition among manufacturers remains intense, with small differences in market share among neighboring companies, indicating potential for shifts in rankings [26]. - Notably, Foton and China National Heavy Duty Truck Group saw significant increases in market share, with Foton's share rising to 15.21% and China National Heavy Duty Truck Group's to 10.03% [22][23]. Future Outlook - The commercial vehicle market is expected to continue its competitive dynamics, with close monitoring of sales performance and market share shifts among key players [26].