第一商用车网·2026-02-12 07:11Core Viewpoint - The heavy-duty truck market in China achieved a strong start in January 2026, with sales reaching 105,400 units, representing a year-on-year growth of 46%, marking the tenth consecutive month of growth [1][2][12]. Group 1: Market Performance - In January 2026, the total truck market (including chassis and tractors) sold 323,500 units, showing a month-on-month decline of 10% but a year-on-year increase of 28% [3]. - The heavy-duty truck segment sold 105,400 units in January, with a month-on-month increase of 3% and a year-on-year increase of 46%, which is a significant improvement from the 22% growth in December 2025 [7][12]. - The January 2026 sales figure of 105,400 units is the fourth highest in the past decade and the highest in the last five years, indicating a strong market recovery [5][12]. Group 2: Company Performance - In January 2026, five companies sold over 10,000 units, with the top two being Heavy Truck (29,100 units) and Jiefang (20,500 units) [6][7]. - The top five companies accounted for 90.8% of the market share, with Heavy Truck leading at 27.6%, followed by Jiefang at 19.5%, and others like Shaanxi Automobile, Dongfeng, and Foton [9]. - Notably, companies like Dongfeng and Foton saw significant year-on-year growth rates of 83% and 86%, respectively, outperforming the overall market growth [9][11]. Group 3: Market Dynamics - The heavy-duty truck market's competitive landscape saw changes in rankings, with Chery returning to the top ten, and Jiefang moving up to second place [11]. - The market dynamics in January 2026 were characterized by intense competition, with several companies making significant gains in their rankings compared to December 2025 [11]. - The overall market sentiment remains positive, with expectations for continued strong performance in the coming months [12].