十四五收官年战报:重卡超114万!商用车销430万辆 新能源渗透率多少?| 头条
第一商用车网·2026-01-14 09:32

Core Viewpoint - In 2025, the commercial vehicle market in China experienced growth in both domestic demand and exports, driven by strong policy support for new energy vehicles, leading to a structural recovery and growth in the market [1][24]. Production and Sales Data - In December 2025, China's automobile production and sales reached 3.296 million and 3.272 million units, respectively, with a month-on-month decline of 6.7% and 4.6%, and a year-on-year decline of 2.1% and 6.2% [1]. - For the entire year of 2025, automobile production and sales totaled 34.531 million and 34.400 million units, marking a year-on-year increase of 10.4% and 9.4%, with production and sales remaining above 30 million units for three consecutive years [1][24]. Commercial Vehicle Performance - In December 2025, commercial vehicle production and sales were 416,000 and 425,000 units, respectively, with month-on-month increases of 7.4% and 8.5%, and year-on-year increases of 15.5% and 15.3% [1][3]. - For the entire year, commercial vehicle production and sales reached 4.261 million and 4.296 million units, reflecting year-on-year growth of 12% and 10.9% [3]. Truck Segment Insights - In December 2025, truck production and sales were 357,000 and 361,000 units, with month-on-month increases of 7.2% and 6.7%, and year-on-year increases of 17.6% and 17.2% [5]. - Heavy-duty truck sales reached 1.145 million units for the year, showing a significant year-on-year increase of 27% [7]. Bus Segment Insights - In December 2025, bus production and sales were 59,000 and 64,000 units, with month-on-month increases of 8.6% and 20.1%, and year-on-year increases of 3.9% and 5.5% [8]. - For the entire year, bus production and sales totaled 568,000 and 574,000 units, with year-on-year growth of 11.8% and 12.3% [11]. Pickup Truck Performance - In 2025, pickup truck production and sales reached 591,000 and 609,000 units, with year-on-year increases of 12.6% and 11.1% [10]. Export Performance - In December 2025, commercial vehicle exports reached 112,000 units, with a month-on-month increase of 7.3% and a year-on-year increase of 42.4% [17][18]. - For the entire year, commercial vehicle exports totaled 1.06 million units, reflecting a year-on-year growth of 17.2% [20]. New Energy Vehicle Insights - In December 2025, domestic sales of new energy commercial vehicles reached 120,000 units, with a month-on-month increase of 23.2% and a year-on-year increase of 72%, accounting for 38.3% of total commercial vehicle sales [20]. - For the entire year, domestic sales of new energy commercial vehicles reached 871,000 units, with a year-on-year growth of 63.7%, representing 26.9% of total commercial vehicle sales [20].