第一商用车网·2025-10-22 07:22Core Viewpoint - The new energy heavy truck market experienced significant growth in September 2025, with a year-on-year increase of 206%, surpassing 24,000 units sold, indicating a strong demand for electric heavy trucks, particularly charging models [1][4][5]. Market Performance - In September 2025, the total sales of new energy heavy trucks reached 24,100 units, marking a 36% increase from August and a 206% increase year-on-year [4]. - Pure electric heavy trucks accounted for 97.33% of total sales, with charging models maintaining a high sales volume [4]. - The sales of battery-swapping heavy trucks reached 7,641 units in September, reflecting a 39% month-on-month increase and a 192% year-on-year increase [5][14]. Segment Analysis - The market share of battery-swapping heavy trucks in pure electric heavy truck sales was 32.54% in September, showing a slight increase from the previous month but a decrease compared to the same period last year [7]. - From January to September 2025, battery-swapping heavy trucks sold a total of 43,100 units, representing a 147% year-on-year growth [18][20]. - The main types of battery-swapping heavy trucks sold were tractor trucks and dump trucks, accounting for 87.70% and 10.39% of sales, respectively [24]. Brand Performance - Foton led the sales of battery-swapping heavy trucks in September with 1,493 units sold, followed by Jiefang, Xugong, and Yuancheng, all exceeding 1,000 units [14][16]. - The top ten brands in the battery-swapping heavy truck market saw significant growth, with Foton, Beiben, and Jiefang experiencing year-on-year increases of 2,566%, 667%, and 518%, respectively [16]. - The competitive landscape for battery-swapping tractor trucks is intense, with Foton, Xugong, and Jiefang leading the market [26]. Future Outlook - The battery-swapping heavy truck sector has seen continuous growth for eight months, but its year-on-year growth rate remains lower than that of the overall new energy heavy truck market [33]. - The industry will continue to monitor whether battery-swapping heavy trucks can outperform the market in the remaining months of 2025 and which company can break Foton's dominance [33].