第一商用车网·2025-09-14 07:13Core Viewpoint - The domestic new energy heavy truck market has shown remarkable growth in 2025, with sales consistently exceeding 10,000 units per month and an average year-on-year growth rate of 190% from January to July [1]. Sales Performance - In August 2025, the new energy heavy truck market sold 17,800 units, marking a 7% increase from July and a 182% increase year-on-year, making it the second-highest sales month in the history of the market [3][5]. - The average monthly sales from January to August 2025 reached 13,700 units, with a total of 113,700 units sold, reflecting a 180% year-on-year increase [22][28]. Market Penetration - The penetration rate of new energy heavy trucks reached a record high of 26.61% in August 2025, up from 25.89% in July and significantly higher than the 13.61% for the entire year of 2024 [9][12]. - From January to August 2025, the penetration rate averaged 23.39%, compared to 10.48% in the same period last year [9]. Competitive Landscape - In August 2025, five companies held over 10% market share: XCMG (15.98%), FAW Liberation (15.21%), SANY (14.36%), Shaanxi Automobile (10.91%), and China National Heavy Duty Truck Group (10.04%) [17]. - A total of 14 companies sold over 100 units in August, with three companies exceeding 2,500 units [12]. Company Performance - The top three companies in August 2025 were XCMG (2,839 units), FAW Liberation (2,702 units), and SANY (2,551 units) [13]. - Year-to-date, XCMG and SANY have sold 18,600 and 17,600 units respectively, with year-on-year growth rates of 169% and 164% [22][25]. Future Outlook - The new energy heavy truck market is expected to exceed 180,000 units in total sales for 2025, with over 20 companies already surpassing their total sales from the previous year [28].