第一商用车网·2025-10-10 03:44Core Viewpoint - The heavy truck industry in China experienced significant growth in September 2025, with 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 [1][3][5]. Group 1: Market Performance - In September 2025, the heavy truck market sold about 105,000 units, a 15% month-on-month increase and an 82% year-on-year increase from 58,000 units [3][5]. - The heavy truck market has seen six consecutive months of growth, with an average growth rate of 39% over the past six months [3]. - Cumulatively, from January to September 2025, the heavy truck market sales exceeded 820,000 units, representing a 20% year-on-year growth [3][22]. Group 2: Factors Driving Growth - The surge in sales is attributed to a low base from the previous year, a seasonal increase in demand for freight transport, and government policies encouraging the replacement of older trucks [5][6]. - The export of heavy trucks has also shown steady growth, with September exports expected to rise by approximately 6% year-on-year [5]. Group 3: Segment Performance - The terminal sales of heavy trucks in September showed a rapid year-on-year growth of about 96% and a month-on-month increase of around 27% [6]. - Sales of natural gas heavy trucks (气卡) in September saw a significant recovery, with a year-on-year increase of nearly 140% [6]. - Sales of electric heavy trucks (电卡) reached a record high in September, with terminal sales exceeding 22,000 units, representing a year-on-year increase of 185% [9]. Group 4: Company Performance - China National Heavy Duty Truck Group (中国重汽) sold approximately 27,000 heavy trucks in September, maintaining the industry lead with a 63% year-on-year increase [13]. - FAW Jiefang (一汽解放) achieved a remarkable 200% year-on-year increase in September sales, totaling over 21,000 units [14]. - Dongfeng Motor Corporation (东风公司) sold about 16,500 heavy trucks in September, with a year-on-year growth of 116% [14]. - Other companies like Foton (北汽福田) and XCMG (徐工) also reported significant sales increases of 137% and 133% respectively in September [18][20]. Group 5: Future Outlook - The heavy truck industry is projected to exceed 1 million units in annual sales if the average monthly sales in the last quarter reach 93,000 units [22].