第一商用车网·2025-11-26 08:29Core Insights - In October 2025, domestic tractor truck sales surged by 80% year-on-year, marking a "7 consecutive months of growth" trend [1][4][28] - Cumulative sales from January to October 2025 increased by 40% compared to the same period last year, with a net increase of over 100,000 units [1][28] Sales Performance - In October 2025, actual sales reached 42,700 units, a month-on-month decrease of 16% but a year-on-year increase of 80% [4][5] - The overall heavy truck market saw a year-on-year growth of 57%, with tractor trucks outperforming this average by 23 percentage points [4][5] - The market share of tractor trucks in the heavy truck segment was approximately 60.87% in October 2025, slightly up from 60.75% in September [5][14] Brand Rankings - The top two brands in October 2025 were Jiefang with 9,514 units sold and China National Heavy Duty Truck (重汽) with 8,192 units [8][10] - Notable growth was observed among brands like XCMG and SANY, which saw sales increase by 104% and 172% respectively [11][14] Market Share Analysis - The top ten companies accounted for 95.70% of the market share in October 2025, with Jiefang leading at 22.29% [14][20] - The top five companies collectively held nearly 80% of the market share, indicating a significant competitive advantage [14][20] Cumulative Sales and Growth - From January to October 2025, cumulative sales reached 360,100 units, reflecting a 40% year-on-year growth [17][19] - All top ten companies experienced growth during this period, with XCMG and SANY achieving remarkable increases of 197% and 177% respectively [19][20] Fuel Type Trends - The market is witnessing a shift in fuel types, with the share of gas-powered trucks declining by over 15 percentage points year-on-year, while pure electric trucks saw a significant increase of 19.55 percentage points [22][24] - Cumulative sales of new energy trucks increased by 227% year-on-year, with pure electric trucks alone growing by 250% [24][26] Conclusion - The tractor truck market has shown robust growth, particularly in the new energy segment, which continues to gain traction [28] - The competitive landscape remains intense, with traditional fuel types losing ground to electric and hybrid models [22][28]