第一商用车网·2026-03-06 06:50Core Viewpoint - In February 2026, the sales of new energy tractors in China showed a slight decline of 1% year-on-year, breaking the continuous growth trend observed in previous months. The overall market for new energy heavy trucks, however, experienced a small increase of 9% year-on-year, indicating that the new energy tractor segment is lagging behind the broader market [1][18]. Sales Performance - In February 2026, a total of 5,128 new energy tractors were sold, representing a month-on-month decrease of 67% and a year-on-year decline of 1%. This marks a significant drop from January's sales, which had seen a year-on-year increase of 167% [2][3]. - The cumulative sales for January and February 2026 reached over 20,600 units, reflecting a year-on-year growth of 88%. Despite the slowdown in February, the overall market remains in a growth phase [13]. Company Rankings - XCMG led the sales in February with nearly 1,000 units sold (944 units), followed by Heavy Truck (748 units), SANY (632 units), and Jiefang (625 units). The top six companies all sold over 300 units [5][6]. - Notably, Chuangwei experienced a remarkable increase of 9,250% year-on-year, entering the top ten rankings for the first time, while other companies like Dongfeng and Yuchai also showed significant growth [8][10]. Market Share - In February 2026, the market shares of the top four companies were as follows: XCMG (18.4%), Heavy Truck (14.6%), SANY (12.3%), and Jiefang (12.2%). The next tier included Shaanxi Automobile (8.3%) and Foton (6.2%) [10][16]. - The market share differences among the leading companies are minimal, with Heavy Truck and SANY having a difference of less than 0.1% in market share [16]. Monthly Changes - The rankings of the top ten companies changed in February, with Chuangwei moving up four positions to rank ninth. Heavy Truck rose to second place, while Shaanxi Automobile and Foton also improved their standings [11][12]. Future Outlook - The new energy tractor market is expected to face challenges in March, as it enters the traditional sales peak season for heavy trucks. The ability of the new energy tractor segment to regain growth will be closely monitored [18].