陕汽夺冠！2026首月，氢能重卡表现如何？| 头条

Core Insights - In 2025, China's new energy heavy truck sales exceeded 200,000 units, reaching 231,100 units, with a year-on-year growth of 182%. Fuel cell and hybrid heavy trucks accounted for only 3.7% of the total sales, indicating their limited presence in the market [1][5]. Sales Performance - In January 2026, the total sales of new energy heavy trucks reached 16,100 units, marking a year-on-year increase of 127%. The breakdown includes 15,900 units of pure electric trucks, 33 units of fuel cell trucks, and 147 units of hybrid trucks. Month-on-month, sales decreased by 61%, 99%, and 48% respectively, while year-on-year growth rates were 126%, -3%, and 259% [3][8]. Market Presence - The presence of fuel cell and hybrid heavy trucks has been notably weak. In January 2026, fuel cell trucks and hybrid trucks accounted for only 0.21% and 0.92% of the new energy heavy truck market, respectively, totaling 1.12%. The remaining 98.88% were pure electric models, slightly lower than the same period last year [5][11]. Fuel Cell Truck Sales - In January 2026, only five companies sold fuel cell heavy trucks, with Shaanxi Automobile leading by selling 20 units. Dongfeng followed with 8 units, while Xiamen King Long and Xugong each sold 2 units, and Hyundai sold 1 unit. Year-on-year, Dongfeng saw a significant increase of 700%, while Xugong grew by 100% [10][11]. Market Share - Shaanxi Automobile captured 60.6% of the fuel cell heavy truck market in January 2026, while Dongfeng held over 20% at 24.2%. Xiamen King Long and Xugong each had a market share of 6.1%, and Hyundai accounted for 3.0% [11].