Core Viewpoint - The demand for new energy heavy trucks is surging, leading to full capacity utilization among major battery manufacturers in China, driven by strong orders from truck manufacturers [1][3]. Group 1: Market Demand and Trends - In September, the new energy heavy truck market experienced significant demand, likely surpassing June's sales record of 18,000 units due to various factors including the end of the quarter and the "Golden September" peak season [3][5]. - The upcoming deadline for the old-for-new truck policy and the impending increase in purchase tax for new energy vehicles are expected to create a sales peak in the fourth quarter of 2025, with monthly sales potentially exceeding 20,000 units [5][7]. Group 2: Future Market Implications - The strong sales in the fourth quarter of 2025 may lead to a sales decline in the first quarter of 2026 due to sales being pulled forward [8]. - There are differing opinions on the 2026 market outlook, with some predicting a slight decline or stagnation in sales, while others anticipate modest growth, albeit at a slower pace compared to 2025 [8].
电池厂产能拉满！最后四个月的新能源重卡到底有多火爆？|光耀评车
第一商用车网·2025-09-14 02:00