第一商用车网·2025-10-25 10:20Core Viewpoint - The domestic new energy heavy truck market experienced significant growth in September 2025, with sales reaching a record 24,100 units, marking a year-on-year increase of 206% [1][5]. Sales Performance - In September 2025, the sales of new energy self-dumping trucks reached 2,570 units, reflecting a month-on-month increase of 36% and a year-on-year increase of 127% [4][5]. - The overall heavy truck sales in September 2025 amounted to 83,400 units, with self-dumping trucks accounting for 5,502 units, representing a year-on-year growth of 68% [11]. Market Share and Trends - In September 2025, new energy self-dumping trucks held a market share of 10.65% within the new energy heavy truck segment, slightly down from 10.67% in the previous month [7]. - From January to September 2025, the market share of new energy self-dumping trucks was 12.21%, down from 16.03% in 2024 and 19.07% year-on-year [7]. Competitive Landscape - The top three companies in the new energy self-dumping truck market for September 2025 were XCMG, Sinotruk, and SANY, with XCMG leading with 584 units sold [20][18]. - The competitive landscape remains intense, with several companies achieving significant year-on-year growth, including Sinotruk and SANY, which both saw substantial increases in their sales figures [20][28]. Technology and Distribution - The primary technology route for new energy self-dumping trucks in 2025 is pure electric, with 96.47% of the 16,800 new energy self-dumping trucks registered being pure electric models [13]. - The distribution of new energy self-dumping trucks across provinces remains uneven, with the top seven provinces accounting for nearly 60% of total sales [14]. Future Outlook - The new energy self-dumping truck market is expected to remain vibrant, with an increase in market participants from 25 in 2024 to 26 by September 2025, indicating ongoing interest from heavy truck manufacturers [22][28].