第一商用车网·2025-12-18 07:01Core Viewpoint - The natural gas heavy truck market in China has shown significant growth in September and October 2025, with year-on-year increases of 149% and 138% respectively, indicating a strong performance during the peak season. However, questions remain about whether this momentum will continue into December and what changes may occur in the industry landscape as the year concludes [1]. Sales Performance - In November 2025, the actual sales of natural gas heavy trucks reached 19,400 units, representing a month-on-month decrease of 8% but a year-on-year increase of 71%. This marks the fourth consecutive month of year-on-year growth [3][15]. - The overall heavy truck market saw total sales of 76,700 units in November, with natural gas heavy trucks outperforming the overall market growth for the fifth time this year, achieving a 71% year-on-year increase [7]. Monthly Trends - The monthly sales data for natural gas heavy trucks over the past five years shows that January and February 2025 had the highest sales figures compared to previous years. However, from March to July, sales were the second highest in five years, and November recorded the highest sales for the year [5]. Market Share and Competition - In November, natural gas heavy trucks accounted for 25.26% of total heavy truck sales, a decrease from 30.09% in October. The cumulative market share for January to November 2025 was 26.00%, lower than the previous year's 31.64% [7][21]. - Five companies sold over 1,000 units in November, with Jiefang leading at 5,449 units, followed by China National Heavy Duty Truck at 4,494 units. Other notable competitors included Dongfeng, Foton, and Shaanxi Automobile, all exceeding 2,500 units [17][18]. Price Influence - Natural gas prices fluctuated throughout 2025, with average prices around 4,400 RMB/ton in January and February, peaking near 4,600 RMB/ton in March and April, and then declining to below 4,200 RMB/ton by August. In November, prices rose above 4,350 RMB/ton, but this had little stimulating effect on sales [11]. Regional Sales Distribution - Sales of natural gas heavy trucks were distributed unevenly across regions, with Hebei, Shandong, Henan, and Shanxi being the top four provinces in terms of sales volume. Hebei alone accounted for 14.7% of total sales from January to November 2025 [11][13]. Year-to-Date Performance - Cumulatively, from January to November 2025, natural gas heavy truck sales reached 186,100 units, reflecting a year-on-year growth of 10%. This growth is attributed to several provinces experiencing increased sales, while others saw declines [23][26]. Conclusion - The natural gas heavy truck market has rebounded after a period of decline, with a strong performance in the latter part of 2025. The potential for total sales to exceed 200,000 units this year remains high, indicating a promising outlook for the market [28].