8.4万辆！8月重卡销量大涨35%！全年超百万辆已无悬念

Core Viewpoint - The heavy truck market in China has shown strong performance in August, defying traditional seasonal trends, with sales reaching approximately 84,000 units, marking a 35% year-on-year increase and indicating a potential for annual sales to exceed one million units [2][5][15]. Sales Performance - In August 2025, the heavy truck market sold around 84,000 units, a slight decrease of 1% from July but a significant increase of 35% compared to the same month last year [2][5]. - Cumulatively, from January to August 2025, heavy truck sales exceeded 708,000 units, reflecting a year-on-year growth of approximately 13% [5][15]. - The sales figures for August represent the second-highest level in the past eight years, only lower than August 2020 [5]. Market Drivers - The growth in sales is attributed to two main factors: a low base from the previous year and supportive government policies, particularly the implementation of differentiated subsidies for scrapping older trucks [5][11]. - The domestic terminal sales of heavy trucks are expected to have increased by nearly 50% year-on-year in August, further contributing to the overall market growth [5]. Export Trends - Heavy truck exports in August are projected to have increased by around 10% year-on-year, indicating a robust performance in this segment as well [7]. Segment Analysis - The natural gas heavy truck segment has shown signs of recovery, with terminal demand increasing by over 30% year-on-year in August, driven by stable LNG prices and government policies promoting vehicle upgrades [11]. - Electric heavy trucks have experienced explosive growth, with terminal sales expected to exceed 16,000 units in August, representing a year-on-year increase of over 160% [11]. - Diesel heavy trucks are projected to have seen a year-on-year increase of over 25% in terminal sales, although there is a notable month-on-month decline [13]. Future Outlook - With the current market conditions, the heavy truck industry is on track to achieve annual sales exceeding one million units, a milestone not reached in three years [15].