第一商用车网·2025-10-23 06:47Core Insights - The sales of new energy heavy trucks have exceeded 15,000 units for six consecutive months since March 2025, with charging heavy trucks maintaining monthly sales above 10,000 units since April [1][4] - In September 2025, the overall sales of new energy heavy trucks reached a record high of 24,100 units, with charging heavy trucks continuing to show strong performance [4][34] Sales Performance - In September 2025, the domestic new energy heavy truck market sold 24,100 units, marking a 36% month-on-month increase and a 206% year-on-year increase [4] - Pure electric heavy trucks accounted for 97.33% of total sales, with charging heavy trucks selling 15,800 units, reflecting a 32% month-on-month increase and a 220% year-on-year increase [4][5] - Charging heavy trucks have achieved a year-on-year growth rate of 220% in September, outperforming the overall new energy heavy truck market [5][34] Market Share and Competition - As of September 2025, charging heavy trucks have been the dominant segment, with a market share of 67.46% [5] - The market for charging heavy trucks has seen participation from 30 companies by July 2025, with 11 out of the top 12 companies achieving sales growth [19][25] - The top four companies in market share for charging heavy trucks are SANY, XCMG, FAW Jiefang, and Shaanxi Automobile, with respective market shares of 20.59%, 16.02%, 15.40%, and 12.10% [25] Segment Analysis - From January to September 2025, charging heavy trucks sold 91,700 units, with tractor trucks and dump trucks making up 70.37% and 12.82% of sales, respectively [11][27] - Charging tractor trucks saw a significant year-on-year increase of 311%, while charging dump trucks grew by 122% [27][31] - The competition for charging tractor trucks is intense, with SANY, FAW Jiefang, and XCMG each exceeding 10,000 units sold [29] Geographic Distribution - By September 2025, charging heavy trucks have been registered in all 31 provincial-level administrative regions in China, with 317 cities having registered charging heavy trucks [13] - Major cities such as Shanghai, Shenzhen, Chengdu, Guangzhou, Changsha, and Zhengzhou have seen over 2,000 units registered [13] Future Outlook - The continuous growth of charging heavy trucks, with 21 months of doubling sales and 25 months outperforming the overall new energy heavy truck market, raises questions about the sustainability of this trend [34]