第一商用车网·2025-12-20 11:47Core Viewpoint - In November 2025, domestic tractor truck sales experienced a significant year-on-year increase of 58%, marking an "8 consecutive months of growth" trend. Cumulative sales for the year surpassed 400,000 units, reflecting a 42% year-on-year growth, with a net increase of over 120,000 units compared to the same period last year [1][4][31]. Sales Performance - In November 2025, actual sales reached 47,000 units, representing a month-on-month growth of 10% and a year-on-year growth of 58%. This growth rate, although lower than the previous month's 80%, still indicates a substantial increase of approximately 17,300 units compared to November 2024 [4][6]. - The tractor truck market accounted for approximately 61.31% of the total heavy truck market sales in November, slightly up from 60.87% in October and significantly higher than the 53.10% share in 2024 [6][17]. Regional Sales Insights - The top provinces for tractor truck sales from January to November 2025 included Shandong, Guangdong, and Hebei, with Shandong and Guangdong each contributing 9.33% of total sales, followed by Hebei at 9.07% [8]. Brand Performance - In November 2025, the leading brands in tractor truck sales were Jiefang with 10,800 units, followed by China National Heavy Duty Truck with 8,762 units. Other notable brands included Foton, Shaanxi Automobile, and Dongfeng, with sales of 5,745, 5,594, and 5,266 units respectively [11][13]. - The top ten companies in the tractor truck market accounted for 95.16% of total sales, with the top five companies alone holding over 75% of the market share [17]. Cumulative Sales and Market Share - From January to November 2025, cumulative sales reached 407,100 units, reflecting a 42% year-on-year increase. The market share of the top ten companies was 96.36%, with Jiefang leading at 23.65% [20][23]. - Notably, companies like XCMG and SANY saw substantial growth rates of 201% and 165% respectively, outperforming the overall market growth [23]. Fuel Type Trends - The market is witnessing a shift in fuel types, with the share of gas-powered trucks declining by over 13 percentage points year-on-year, while pure electric trucks saw a significant increase of 20 percentage points [25][27]. - By November 2025, the share of new energy trucks in the tractor truck market reached 47.26%, indicating a strong upward trend compared to the previous year [27][29]. Conclusion - The tractor truck market has shown robust growth in 2025, with significant contributions from new energy vehicles. The ongoing trends in fuel type preferences and competitive dynamics among leading manufacturers will continue to shape the market landscape [31].