混动重卡连续7个月暴涨！远程73%市占率封神 长城/东风等崛起

Core Insights - The domestic new energy heavy truck market maintained a high level in July 2025, with total sales reaching 16,600 units, representing a year-on-year growth of 152% [1] - Among the sales, pure electric trucks accounted for 16,300 units, fuel cell trucks for 236 units, and hybrid trucks for 86 units, with year-on-year growth rates of 176%, -64%, and 139% respectively [1] - The market share of hybrid trucks remains low at 0.59% for the first seven months of 2025, while pure electric trucks dominate with a share of 97.8% [3] Sales Performance - In July 2025, hybrid truck sales reached 86 units, marking a year-on-year increase of 139%, and the market has seen seven consecutive months of growth [6] - Five companies achieved sales in the hybrid truck market in July, with Yuanliang leading with 54 units sold, followed by Changzheng with 16 units [6][7] - By July 2025, a total of 11 companies had sold hybrid trucks, with Yuanliang holding a market share of 73.45%, a significant increase of 37.53 percentage points from the previous year [9] Market Trends - The cumulative sales of hybrid trucks from January to July 2025 reached 565 units, reflecting a year-on-year growth of 174%, slightly below the overall growth rate of the new energy heavy truck market [10] - Companies such as Yuanliang, Changzheng, and Foton experienced substantial year-on-year growth rates of 461%, 400%, and 236% respectively, while some companies reported declines [10] - The unique advantages of each technology route in the new energy heavy truck sector are highlighted, with hybrid trucks offering a solution for long-distance logistics due to their dual-mode operation [4]