10.5万辆狂飙！9月重卡销量大涨8成！全年能冲击110万辆吗？| 光耀评车

Core Viewpoint - The heavy truck market in China has shown significant growth, with September 2025 sales reaching approximately 105,000 units, marking an 82% year-on-year increase, driven by policies promoting the replacement of old trucks and a seasonal uptick in demand [2][8]. Group 1: Market Performance - In September 2025, the heavy truck market sold around 105,000 units, a 15% increase from August and an 82% increase from the same month last year [2][5]. - Cumulatively, from January to September 2025, the heavy truck market has sold over 820,000 units, reflecting a year-on-year growth of approximately 20% [5]. - The average growth rate from April to September 2025 has been 39%, with six consecutive months of year-on-year increases [2][5]. Group 2: Factors Driving Growth - The significant increase in September sales can be attributed to a low base from the previous year, seasonal demand in freight transport, and favorable environmental policies [8]. - The implementation of a policy for scrapping and replacing old trucks has provided stable support for the new truck market, contributing to rapid growth over the past six months [8]. Group 3: Segment Performance - The natural gas heavy truck segment saw a significant recovery, with sales in September increasing by nearly 140% year-on-year, driven by stable fuel price differentials and demand from northern regions [14]. - The electric heavy truck segment achieved record sales in September, with terminal sales exceeding 22,000 units, representing a year-on-year increase of 185% [12][14]. - Diesel heavy trucks also contributed to growth, with September sales expected to increase by nearly 60% year-on-year [16]. Group 4: Export Performance - Heavy truck exports from China have shown steady growth, with September 2025 wholesale export volumes expected to rise by approximately 6% year-on-year [10].