第一商用车网·2025-10-21 07:03Core Viewpoint - The natural gas heavy truck market has regained growth in September 2025 after five consecutive months of year-on-year decline, with significant sales increases observed during the peak sales season [1][2][34]. Sales Performance - In September 2025, the actual sales of natural gas heavy trucks reached 23,400 units, representing a month-on-month increase of 40% and a year-on-year increase of 149%. This marks a substantial acceleration from the previous month's year-on-year growth of 36% [5][9]. - The overall heavy truck market sold 83,400 units in September, with natural gas heavy trucks outperforming the market for the third time this year, capturing 28.12% of the total market share, up from 25.02% in August [9][24]. Market Trends - The monthly sales data for the past five years indicates that January and February 2025 had the highest sales figures, while March to July saw a decline. However, sales in August and September were the second highest in the past five years [7][34]. - The average natural gas price in September 2025 was around 4,050 yuan/ton, down from previous months, which positively impacted the natural gas heavy truck market [13]. Regional Sales Distribution - The sales of natural gas heavy trucks were unevenly distributed across regions, with Hebei, Shandong, Henan, and Shanxi being the top four provinces in terms of sales volume. Hebei alone accounted for 14.9% of the total sales [13][15]. Company Performance - In September 2025, five companies sold over 1,000 units of natural gas heavy trucks, with Jiefang leading at 6,228 units, followed by China National Heavy Duty Truck Group with 5,101 units. Other notable companies included Dongfeng, Shaanxi Automobile, and Foton, all exceeding 3,000 units [19][21]. - The cumulative sales of natural gas heavy trucks from January to September 2025 totaled 145,700 units, a decrease of 2% compared to the same period last year. However, companies like Dongfeng, Shaanxi, Foton, and Beiqi Heavy Truck showed growth [27][31]. Market Share Analysis - In the first nine months of 2025, five companies held over 10% market share, with Jiefang and China National Heavy Duty Truck Group exceeding 20% at 27.81% and 21.29%, respectively [31][34]. - The competitive landscape has shifted slightly compared to the end of the previous year, with some companies improving their rankings while others experienced declines [33].