第一商用车网·2025-10-15 07:04Core Viewpoint - The heavy truck market in China has shown significant growth, with September 2025 sales reaching 105,600 units, marking an 83% year-on-year increase and achieving a "six consecutive months of growth" milestone [1][3][21]. Group 1: Market Performance - In September 2025, the overall truck market (including chassis and tractors) sold 312,000 units, a 29% year-on-year increase and a 15% month-on-month increase [3]. - The heavy truck segment alone sold 105,600 units in September, with a month-on-month growth of 15% and a year-on-year growth of 83%, which is a 36 percentage point increase from August's 47% growth [3][11]. - The average monthly sales for heavy trucks in 2025 reached approximately 91,000 units, significantly higher than the average monthly sales of 75,000 units in 2024 and 76,000 units in 2023, indicating a clear recovery in the market [8]. Group 2: Cumulative Sales Data - From January to September 2025, cumulative heavy truck sales reached 822,800 units, a 20% increase compared to the same period last year, with a net increase of about 140,000 units [8][16]. - The cumulative sales for the top ten companies in the heavy truck market accounted for 97.78% of the total market share, with the top five companies holding 90.72% of the market, indicating a strengthening concentration in the industry [18]. Group 3: Company Performance - In September 2025, five companies sold over 10,000 heavy trucks, with the top two being Sinotruk and Jiefang, selling 28,000 and 20,400 units respectively [12]. - Notably, companies like Foton and XCMG achieved impressive year-on-year growth rates of 137% and 133%, respectively, outperforming the overall market growth [14]. - Cumulatively, from January to September 2025, Chery's sales doubled, and Foton's market share increased significantly, highlighting strong performance among several key players [16][18]. Group 4: Future Outlook - The heavy truck market is expected to continue its growth trend into October 2025, which is traditionally a strong sales month, with the potential to maintain sales above 100,000 units [21].