第一商用车网·2026-01-24 13:28Core Insights - The new energy heavy truck market experienced a significant year-on-year increase of 198% in December 2025, with total sales reaching a record high of 45,300 units, including nearly 30,000 charging heavy trucks [1][2] - The performance of battery-swapping heavy trucks, which had previously lagged behind, showed notable changes in 2025, with a total sales volume of 67,600 units, reflecting a year-on-year growth of 136% [30] Market Performance - In December 2025, the sales of pure electric heavy trucks (including both battery-swapping and charging types) reached 40,800 units, accounting for 90.09% of total sales, despite a slight decrease from the previous month [2] - Battery-swapping heavy trucks sold 11,500 units in December, marking a month-on-month increase of 56% and a year-on-year increase of 106%, although this growth rate was lower than the overall market [2][4] Market Share and Competition - The market share of battery-swapping heavy trucks was 30.39% in 2025, down nearly 7 percentage points from 2024 [5] - The top three manufacturers in the battery-swapping heavy truck market in December 2025 were Foton, with 2,305 units sold, followed by Yuanmeng and Shaanxi Automobile with 2,070 and 1,994 units, respectively [12][14] - In 2025, six companies achieved a market share exceeding 10%, with Foton leading at 19.7%, followed by Xugong, Jiefang, Yuanmeng, Shaanxi Automobile, and Heavy Truck [20] Segment Analysis - The battery-swapping heavy truck segment was dominated by tractor trucks and dump trucks, which accounted for 88.55% and 9.11% of sales, respectively [21] - The sales of battery-swapping tractor trucks reached 59,900 units in 2025, reflecting a year-on-year growth of 172%, significantly outpacing the overall growth of battery-swapping heavy trucks [21][24] - The battery-swapping dump truck segment, however, saw a lower growth rate of 22%, indicating a decline in its performance relative to the overall market [26][28] Conclusion - The battery-swapping heavy truck market, while achieving substantial growth, still fell short of the overall new energy heavy truck market's growth rate, raising questions about its future performance in 2026 [30]