第一商用车网·2025-10-29 06:46Core Viewpoint - The domestic new energy light commercial vehicle market is experiencing fluctuations, with a notable increase in sales and penetration rates, particularly in September 2025, which marked a record month for sales and growth in this segment [1][29]. Sales Performance - In September 2025, the new energy light commercial vehicle market sold 35,500 units, representing a month-on-month increase of 51% and a year-on-year increase of 48% [4][29]. - From January to September 2025, the cumulative sales of new energy light commercial vehicles reached 205,100 units, showing an 18% year-on-year growth [10][23]. Market Penetration - The penetration rate of new energy vehicles in the light commercial vehicle market exceeded 60%, with September 2025 achieving a record penetration rate of 70.12% [8][29]. - The cumulative penetration rate from January to September 2025 was 61.55%, up from 56.37% in the previous year [8][27]. Regional Insights - In the first nine months of 2025, all 31 provincial-level administrative regions in mainland China registered new energy light commercial vehicles, with Guangdong province leading with over 35,700 units [12][14]. - Most provinces experienced growth in new energy light commercial vehicle registrations compared to the previous year, with significant increases in Anhui, Chongqing, and Yunnan [14]. Vehicle Type Distribution - Pure electric vehicles dominated the new energy light commercial vehicle market, accounting for 99.977% of sales from January to September 2025, with negligible presence of hybrid and fuel cell vehicles [16]. Leading Companies - In September 2025, the top-selling companies in the new energy light commercial vehicle market included Yuan Cheng, which sold 8,011 units, followed by Wuling and Changan [18][21]. - The market share of the leading companies in the first nine months of 2025 was as follows: Wuling (21.93%), Yuan Cheng (19.38%), and Changan (12.63%) [27]. Future Outlook - The new energy light commercial vehicle market is expected to maintain its growth momentum, with the potential for continued increases in sales and market penetration [29].