第一商用车网·2026-02-13 07:05Core Viewpoint - The commercial vehicle market in China has shown a continuous growth trend, achieving an "8 consecutive increases" from June 2025 to January 2026, with January 2026 sales reaching 358,700 units, a year-on-year increase of 23% [2][15]. Market Performance - In January 2026, the commercial vehicle market sold 358,700 units, which is a 16% decrease from December 2025 but a 23% increase year-on-year, marking an expansion in growth rate compared to the previous month [2][5]. - The sales figure for January 2026 is the highest in the past five years, significantly surpassing January 2023 by nearly 180,000 units and ranking second in the last decade, only behind January 2021 [4][15]. Company Rankings - In January 2026, 12 companies sold over 10,000 units, with Foton leading the market with 55,000 units sold, followed by China National Heavy Duty Truck with 40,600 units, and Dongfeng with 34,800 units [6][8]. - The top ten companies accounted for 78.6% of the market share, with the top five companies holding over 50% of the total market share [11][13]. Year-on-Year Growth - The majority of leading companies experienced significant year-on-year growth, with SAIC-GM-Wuling showing a remarkable increase of 487%, while China National Heavy Duty Truck and Dongfeng grew by 35% and 57%, respectively [9][11]. - Foton and Jiefang also saw year-on-year increases of 10% and 19%, respectively, while Jianghuai's growth was lower than the market average at 9% [9][11]. Competitive Landscape - The competition among companies is intensifying, with notable changes in rankings compared to the previous month. For instance, SAIC-GM-Wuling and Jiefang improved their positions significantly, while some companies dropped out of the top ten [13][15]. - The market dynamics indicate a highly competitive environment, with small differences in sales figures among several companies, highlighting the fierce competition in the commercial vehicle sector [13].