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7月充电重卡增205%连续19个月翻倍涨!三一/徐工/解放争冠 TA们暴涨10倍+ | 头条
第一商用车网·2025-08-22 06:50

Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have shown significant growth, with July 2025 sales reaching 16,600 units, marking a 152% year-on-year increase and a 205% increase for charging heavy trucks [4][32]. Sales Performance - In July 2025, the total sales of new energy heavy trucks reached 16,600 units, with a month-on-month decrease of 8% but a year-on-year increase of 152% [4][32]. - Charging heavy trucks accounted for 98.07% of the total sales, with 11,400 units sold, representing a year-on-year growth of 205% [4][32]. - Charging heavy trucks have achieved 19 consecutive months of doubling growth and have outperformed the overall new energy heavy truck market for 23 months [32]. Market Share and Competition - The market share of charging heavy trucks is dominated by five companies, with SANY and XCMG leading at 21.47% and 16.06% respectively [22]. - In the first seven months of 2025, the cumulative sales of charging heavy trucks reached 63,800 units, a 227% year-on-year increase, with 11 out of the top 12 companies achieving growth [20][22]. Segment Analysis - From January to July 2025, the sales of charging tractors and dump trucks accounted for 68.73% and 13.46% of the total sales respectively, with charging tractors showing a significant year-on-year increase of 333% [24][28]. - Charging dump trucks sold 8,591 units in the same period, reflecting a 106% year-on-year growth, although this was lower than the overall growth rate of charging heavy trucks [28][30]. Geographic Distribution - By July 2025, charging heavy trucks were registered in all 31 provincial-level administrative regions in China, with 309 cities having registered charging heavy trucks [12][32]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen significant registration numbers, with nine cities registering over 1,000 units [12]. Future Outlook - The remarkable growth in the charging heavy truck sector raises questions about the sustainability of this trend moving forward, especially as the market continues to evolve [32].