第一商用车网·2026-03-28 13:06Core Viewpoint - In February 2026, the sales of new energy heavy trucks experienced a year-on-year decline for the first time since February 2023, interrupting the previous growth trend, with the battery-swapping heavy truck market also showing a decline [1][25]. Sales Performance - In February 2026, a total of 7,435 new energy heavy trucks were sold in China, representing a month-on-month decrease of 54% and a year-on-year decrease of 9% [3]. - The sales of battery-swapping heavy trucks reached 1,845 units in February, marking a month-on-month decline of 58% and a year-on-year decline of 29%, with the year-on-year growth rate dropping from +61% in the previous month [3][11]. - The proportion of battery-swapping heavy trucks in the total sales of pure electric heavy trucks was 25.06% in February, down from 27.67% in January [5]. Market Trends - The monthly sales of battery-swapping heavy trucks in the first two months of 2026 were below the average monthly sales of the previous year, indicating a cooling market [7]. - The sales of battery-swapping heavy trucks were primarily composed of tractor trucks and dump trucks, accounting for 87.40% and 7.77% of sales, respectively [9]. Company Performance - In February 2026, only six companies sold over 100 units of battery-swapping heavy trucks, with no company exceeding 1,000 units. The top three companies were YuanCheng, Xugong, and Foton, with sales of 472, 398, and 350 units, respectively [11]. - In the first two months of 2026, the cumulative sales of battery-swapping heavy trucks reached 6,238 units, a year-on-year increase of 17%, with five companies showing growth and five showing decline [14]. Market Share - In the first two months of 2026, three companies had market shares exceeding 10%, with Xugong and YuanCheng both exceeding 20% [17]. - The market share of Xugong was 26.3%, YuanCheng was 25.0%, and Foton was 13.5%, all showing significant year-on-year increases [17]. Segment Analysis - The cumulative sales of battery-swapping tractor trucks in the first two months of 2026 reached 5,452 units, with a year-on-year growth of 27%, while the sales of battery-swapping dump trucks fell by 49% [18][23]. - The top three companies in the battery-swapping tractor truck segment were Xugong, YuanCheng, and Foton, with market shares of 27.3%, 23.8%, and 12.9%, respectively [21].