第一商用车网·2025-11-13 07:44Core Viewpoint - The commercial vehicle market in China has shown a fluctuating trend in 2025, with a notable increase in sales during the latter part of the year, achieving a cumulative sales volume of over 3 million units by September, reflecting a net increase of over 220,000 units compared to the previous year [1]. Sales Performance - In October 2025, the commercial vehicle market sold 360,700 units, representing a month-on-month decrease of 2% but a year-on-year increase of 21%. The growth rate compared to the previous month narrowed by 9 percentage points [4][5]. - The cumulative sales from January to October 2025 reached 3,478,700 units, marking a year-on-year growth of 9%, with an increase of nearly 290,000 units compared to the same period last year [9][17]. Market Share and Rankings - In October 2025, the top ten companies in the commercial vehicle market accounted for a combined market share of 76.19%, with the top five companies exceeding 50% [15]. - Foton led the sales with 56,100 units, followed by China National Heavy Duty Truck with 38,500 units, and Changan with 33,300 units [11][13]. Competitive Landscape - The competitive landscape remains intense, with small differences in market share among neighboring companies. For instance, the market share difference between Jianghuai and Jiangling was only 0.06% [25]. - The rankings of the top ten companies remained stable, with Jianghuai moving up three positions to seventh place [16]. Cumulative Sales by Company - Foton's cumulative sales exceeded 500,000 units, reaching 530,800 units, while China National Heavy Duty Truck, Dongfeng, and Changan all surpassed 300,000 units [19][23]. - The growth rates of major companies varied, with China National Heavy Duty Truck, Shaanxi Automobile, and SAIC Maxus showing significant increases of 25%, 20%, and 28% respectively [19].