第一商用车网·2025-10-16 09:31Core Viewpoint - In September 2025, the heavy truck market experienced a significant year-on-year sales increase of 83%, with the tractor truck segment outperforming the overall market by achieving a remarkable 95% growth, marking a turnaround after six months of underperformance [1][27]. Market Performance - In September 2025, the total sales of heavy trucks reached 105,600 units, reflecting a month-on-month increase of 15% and a year-on-year increase of 83% [3][4]. - The tractor truck market sold 56,300 units in September, also showing a month-on-month growth of 15% and a year-on-year growth of 95%, achieving five consecutive months of year-on-year increases [3][11]. - The tractor truck's year-on-year growth rate of 95% exceeded the overall heavy truck market's growth rate by 12 percentage points [4]. Historical Context - An analysis of the tractor truck market over the past five years shows a fluctuating trend with two years exceeding 50,000 units in September, including the current year's sales, which is the second highest in five years [6]. - Cumulatively, from January to September 2025, the tractor truck market sold 419,800 units, ranking second in the last five years, with a year-on-year increase of 16% compared to 362,200 units in the same period last year [8][19]. Company Performance - In September 2025, two companies, China National Heavy Duty Truck Group and FAW Jiefang, each sold over 10,000 units, with sales of 14,400 and 13,000 units respectively, maintaining a market share of over 20% [10][11]. - The top ten companies in the tractor truck market accounted for 98.31% of the total sales, with the top five companies holding nearly 90% of the market share [17]. Competitive Landscape - The market share of the top five companies in September 2025 was as follows: China National Heavy Duty Truck Group (25.56%), FAW Jiefang (23.16%), Shaanxi Automobile Group (17.53%), Foton Motor (12.15%), and Dongfeng Motor (10.48%) [17][18]. - Notably, companies like XCMG and Foton saw significant year-on-year growth rates of 164% and 62% respectively, indicating a competitive shift in the market [22]. Future Outlook - The heavy truck market is projected to continue its growth trajectory, with the tractor truck segment aiming to catch up in cumulative sales by the end of 2025, as the overall market has shown a cumulative growth of 20% in the first nine months [27].