第一商用车网·2026-02-19 13:30Core Viewpoint - The domestic new energy heavy truck market experienced a significant growth of 127% year-on-year in January 2026, with total sales reaching 16,100 units, marking a strong start to the year [1][3]. Market Performance - In January 2026, the sales of new energy heavy trucks totaled 16,100 units, with a month-on-month decrease of 65% compared to December 2025, but a year-on-year increase of 127% [3]. - Pure electric heavy trucks, including battery-swapping and charging models, accounted for 98.88% of total sales, with charging heavy trucks alone selling 11,500 units, reflecting a year-on-year growth of 168% [3][30]. - Charging heavy trucks have achieved a continuous doubling of sales for 25 months, consistently outperforming the overall new energy heavy truck market for 29 months [30]. Segment Analysis - In January 2026, the sales of charging heavy trucks included 6,515 units of tractor trucks, 2,070 units of dump trucks, and 1,641 units of concrete mixers, with respective market shares of 56.7%, 18.0%, and 14.3% [8][22]. - The market share of charging heavy trucks in pure electric heavy truck sales reached 72.33%, slightly up from the previous month [3]. Company Performance - In January 2026, SANY topped the sales chart with 2,100 units sold, followed closely by China National Heavy Duty Truck Group (2,027 units) and XCMG (1,939 units) [14]. - A total of 14 companies sold over 100 units, with six companies exceeding 1,000 units sold [14]. - Notably, companies like United Heavy Truck and BYD saw remarkable growth rates of 825% and 1200% year-on-year, respectively [17]. Market Share Insights - In January 2026, four companies held over 10% market share in the charging heavy truck segment: SANY (18.3%), China National Heavy Duty Truck Group (17.7%), XCMG (16.9%), and FAW Jiefang (11.6%) [21][20]. - The market share of China National Heavy Duty Truck Group increased significantly by 4.5 percentage points compared to the same period in 2025 [20]. Conclusion - The charging heavy truck market commenced 2026 with impressive sales figures, achieving 11,500 units sold and a year-on-year growth of 168%, indicating a robust continuation of the previous year's positive trend [30].