乘联分会·2025-12-15 08:40Core Viewpoint - The article highlights the strong performance of the pickup truck market in China, with significant year-on-year growth in both sales and production, driven by key players like Great Wall Motors and the increasing demand for electric pickups [2][3]. Pickup Truck Sales - In November 2025, the pickup truck market sold 56,000 units, marking an 18.8% year-on-year increase and a 16.8% month-on-month increase, reaching a five-year high [2]. - From January to November 2025, total sales reached 537,000 units, reflecting a 12.1% year-on-year growth [2]. - The production in November 2025 was 52,000 units, up 8% year-on-year, with a total production of 527,000 units from January to November, showing a 14.5% increase [2]. Key Players in the Market - Great Wall Motors continues to lead the pickup market, with stable performance both domestically and internationally [2]. - Other strong performers include Changan Automobile, SAIC Maxus, JAC Motors, and Zhengzhou Nissan, with notable growth in exports [2]. - The domestic retail market shows a "one strong, many strong" pattern, with Great Wall, JMC, Zhengzhou Nissan, Radar, and Jiangxi Isuzu performing well [2]. Regional Demand - The main demand for pickups is concentrated in the Southwest and Northwest regions, which accounted for 45% of total demand in November 2025 [2]. - The performance in the Beijing-Tianjin-Hebei region is weaker compared to the western regions [2]. Export Performance - In November 2025, China exported 32,000 pickups, a 54% year-on-year increase and a 19% month-on-month increase, with total exports reaching 268,000 units from January to November, up 22% year-on-year [3]. - Exports accounted for 45% of total pickup sales in 2024, rising to 57% in November 2025 [3]. New Energy Pickup Trucks - In November 2025, sales of new energy pickups reached 8,000 units, a remarkable 152% year-on-year increase and a 40% month-on-month increase [3]. - Cumulatively, 67,000 new energy pickups were sold from January to November 2025, reflecting a 335% increase [3]. - Major contributors to new energy pickup sales include BYD, with 3,594 units sold overseas, and other brands like Geely and Changan also showing significant sales [3].