第一商用车网·2025-09-21 12:03Core Viewpoint - The natural gas heavy truck market in China experienced a decline for five consecutive months from March to July 2025, with an average year-on-year decline of 27%. However, in August, the market saw a recovery with a year-on-year growth of 36% [1][2][33]. Sales Performance - In August 2025, the domestic sales of natural gas heavy trucks reached 16,700 units, marking a 19% increase from July and a 36% increase year-on-year, ending a five-month streak of decline [2][5][16]. - The overall heavy truck market sold 66,800 units in August, showing a year-on-year growth of 66%, while the natural gas heavy truck segment continued to lag behind the overall market growth for the sixth consecutive month [7][21]. Market Share and Competition - In August, natural gas heavy trucks accounted for 25.02% of the total heavy truck sales, an increase from 21.77% in July. However, this share is lower than the 29.58% for the entire year of 2024 and 35.84% for the same period last year [7][24]. - The top five companies in the natural gas heavy truck market sold over 1,000 units each in August, with Jiefang leading at 4,485 units, followed by China National Heavy Duty Truck at 3,761 units [18][21]. Regional Sales Distribution - From January to August 2025, all 31 provincial-level administrative regions in China registered natural gas heavy trucks, but the distribution remains uneven. Hebei, Shandong, Henan, and Shanxi are the top four provinces in terms of sales volume [12][14]. - Notably, regions like Xinjiang, Sichuan, and Ningxia also showed significant sales, each exceeding 7,000 units [12]. Price Influence - The average natural gas price in 2025 remained relatively stable, with fluctuations observed from March to July. By August, the price dropped to below 4,200 yuan per ton, which positively impacted the natural gas heavy truck market [10]. Year-to-Date Performance - Cumulatively, from January to August 2025, natural gas heavy truck sales totaled 122,200 units, reflecting a year-on-year decline of 12%. This decline has narrowed by 5 percentage points compared to the previous month [26][31]. - The market share of leading companies such as Jiefang and China National Heavy Duty Truck remains strong, with shares of 28.05% and 21.20% respectively [27][31].