第一商用车网·2026-03-01 13:31Core Viewpoint - The new energy heavy truck market in China has experienced significant growth in January 2026, achieving a year-on-year increase of 127% despite a month-on-month decline of 65% compared to December 2025, indicating a robust start to the year [3][31]. Market Overview - In January 2026, a total of 16,100 new energy heavy trucks were sold across 269 cities in China, with 30 provinces having registered these vehicles, showcasing a widespread market penetration [3][31]. - The top ten cities accounted for 30.23% of total sales, a slight decrease from previous years, indicating a more distributed market rather than concentration in a few cities [5][31]. Regional Performance - Guangdong province led with 2,379 new energy heavy trucks registered, with Guangzhou, Foshan, and Shenzhen ranking among the top ten cities for sales [7][31]. - Notably, Guangzhou topped the sales chart with 784 units sold, where XCMG held a dominant market share of 43.1% [10][31]. - Foshan showed remarkable growth, moving from 20th place in 2025 to 2nd in January 2026, with a market share of 68.9% for the leading brand, Yuan Cheng [12][31]. Brand Competition - In January 2026, 14 brands were active in Shenzhen, with Shaanxi Automobile leading with a market share of 25.2% [14][31]. - Chongqing and Tianjin saw significant improvements in their rankings, with Chongqing and Tianjin rising by 5 positions each, and the leading brands in these cities were United Heavy Truck and China National Heavy Duty Truck respectively [18][20][31]. - Shanghai, previously the top city in 2025, fell to 8th place in January 2026, with no brand exceeding 100 units sold [29][31]. Conclusion - The new energy heavy truck market in China is showing signs of comprehensive growth, with expectations for further expansion in the number of cities where these vehicles will be registered and sold throughout 2026 [31].