第一商用车网·2025-09-20 13:42Core Viewpoint - The new energy heavy truck market in August 2025 saw a significant year-on-year increase of 182%, with total sales approaching 17,800 units, indicating strong growth momentum in the sector [1][2]. Market Performance - In August 2025, the domestic new energy heavy truck market sold a total of 17,800 units, representing a month-on-month increase of 7% and a year-on-year increase of 182% [2]. - Pure electric heavy trucks accounted for 98.66% of total sales, with sales of 17,500 units, a slight increase from 98.07% in the previous month [2]. - The sales of battery-swapping heavy trucks reached 5,500 units, marking an 11% increase month-on-month and a 149% increase year-on-year, although this growth rate lagged behind the overall new energy heavy truck market [2][4]. Segment Analysis - The market share of battery-swapping heavy trucks in pure electric heavy truck sales was 31.39%, an increase from the previous month but a decrease of 7.5 percentage points compared to the same period last year [5]. - From January to August 2025, battery-swapping heavy trucks sold a total of 35,400 units, reflecting a year-on-year growth of 139% [16][18]. - The main types of battery-swapping heavy trucks sold were tractor trucks and dump trucks, accounting for 87.67% and 10.77% of sales, respectively [22]. Company Performance - In August 2025, Foton led the sales of battery-swapping heavy trucks with 1,288 units, achieving a remarkable year-on-year growth of 3,289% [12][14]. - Other notable performers included FAW Liberation, Xugong, and YuanCheng, with sales of 841, 766, and 740 units, respectively [12]. - The top ten companies in the battery-swapping heavy truck market all experienced growth compared to the previous year, with six companies achieving over 100% growth [14]. Competitive Landscape - The competition in the battery-swapping tractor truck segment is intense, with six companies selling over 3,000 units each [24]. - Foton, Xugong, and FAW Liberation are the top three companies in this segment, with market shares of 21.77%, 14.93%, and 14.04%, respectively [24]. - In the battery-swapping dump truck market, Xugong leads with a market share of 38.80%, followed by China National Heavy Duty Truck and Shaanxi Automobile, both exceeding 10% market share [26]. Future Outlook - The battery-swapping heavy truck market has shown consistent growth, with a year-on-year increase in sales for the first eight months of 2025, although the growth rate has been lower than that of the overall new energy heavy truck market [29].