第一商用车网·2025-11-03 05:58Core Viewpoint - The sales of new energy heavy trucks in September 2025 exceeded 20,000 units for the first time, marking a year-on-year increase of 252%, setting a record for the highest monthly sales in history [1]. Group 1: Monthly Sales Performance - In October 2025, 17,100 new energy heavy trucks were added, representing a year-on-year increase of 153% and a month-on-month decrease of 21% [5]. - The average monthly sales of new energy heavy trucks from January to October 2025 exceeded 13,500 units, with continuous monthly sales exceeding 10,000 units from March to October [5]. - The sales in October 2025 were still the second highest of the year, with a net increase of over 10,000 units compared to the same month last year [22]. Group 2: Regional Sales Distribution - In October 2025, 30 provincial-level administrative regions had new energy heavy truck additions, with 14 regions adding over 400 units [6]. - Shanghai and Shanxi each added over 2,000 units in October, contributing significantly to the overall sales [6]. Group 3: Company Performance - In October 2025, XCMG led the sales with 3,149 units, followed by SANY, Jiefang, and Shaanxi Automobile, each exceeding 2,000 units [10][11]. - The top ten companies in sales all achieved year-on-year growth, with XCMG, Shaanxi Automobile, and Heavy Truck achieving growth rates of 224%, 272%, and 252% respectively [14]. - From January to October 2025, cumulative sales reached 136,900 units, with XCMG, SANY, and Jiefang each surpassing 20,000 units [16][18]. Group 4: Market Share Analysis - The market share of the top five companies (XCMG, SANY, Jiefang, Heavy Truck, and Shaanxi Automobile) exceeded 10%, with XCMG holding the largest share at 16.22% [20]. - The competitive landscape shows that the market shares of adjacent companies are closely matched, indicating potential for shifts in rankings in the near future [20].