Core Viewpoint - In September 2025, China's new energy heavy truck sales reached a record high of 24,100 units, with significant growth in various segments, including hydrogen fuel cell and hybrid heavy trucks, which have previously had less market presence compared to pure electric heavy trucks [1][4]. Summary by Sections Overall Market Performance - In September 2025, total sales of new energy heavy trucks in China amounted to 24,100 units, representing a year-on-year increase of 206%. The breakdown includes 23,500 pure electric trucks, 565 fuel cell trucks, and 78 hybrid trucks, with respective year-on-year growth rates of 210%, 96%, and 212% [4][6]. Fuel Cell and Hybrid Truck Insights - After five consecutive months of year-on-year decline, fuel cell heavy trucks finally saw growth in September 2025. The hybrid heavy truck segment also demonstrated strong performance, with a year-on-year increase of 212% [4][10]. Market Share Analysis - For the first nine months of 2025, fuel cell and hybrid heavy trucks accounted for only 1.65% and 0.52% of the new energy heavy truck market, respectively, totaling 2.17%. The remaining 97.83% were pure electric models, indicating a higher market share for pure electric trucks compared to the same period in the previous two years [6][12]. Hybrid Truck Sales Breakdown - In September 2025, hybrid heavy truck sales reached 78 units, marking a 212% year-on-year increase. The leading company in this segment was YuanCheng, with 34 units sold, followed by Foton and Changzheng with 24 and 8 units, respectively [10][12]. Cumulative Sales Data - From January to September 2025, hybrid heavy truck sales totaled 719 units, reflecting a year-on-year growth of 174%. The growth rate for cumulative sales increased by 4 percentage points compared to the previous eight months [14][16]. Company Performance - YuanCheng led the hybrid heavy truck market with a market share of 67.18%, significantly up by 21.76 percentage points year-on-year. Foton and Changzheng followed with market shares of 12.10% and 8.76%, respectively, both showing year-on-year increases [16].

● 事事有响应，件件有反馈！三一重卡直服模式让客户直呼"靠谱" ● 客车行业再爆超2亿元招标大单！ ● 近200台KD订单出口！这家卡车企业要在埃及冲击4000台年销量 ● 9 月 重 卡 销 近 1 1 万 辆 大 增 8 3 %！T O P 5 破 万 辆 重 汽 第 一 解 放 领 涨 谁 空 降 月 榜 前 十 ？| 头 条 ● 新能源重卡9月销2.4万辆再创新高！解放/徐工/三一争冠 陕汽/重汽破2500 | 头条 ...

Core Viewpoint - The article emphasizes the rapid growth of sales in the new energy heavy truck market, highlighting the shift from policy-driven purchases to market-driven decisions, with a focus on operational reliability and value enhancement for users [1][4]. Group 1: Market Dynamics - New energy heavy truck sales are booming, with manufacturers competing to seize market opportunities [1]. - Users are increasingly choosing new energy trucks based on market behavior rather than just environmental policies [1][4]. - The operational cost of new energy heavy trucks is significantly lower, approximately one-third of traditional fuel trucks [6][8]. Group 2: Customer Experience - SANY Heavy Truck has been the sales champion for four consecutive years from 2021 to 2024, focusing on direct sales and services to ensure reliable vehicle operation [1]. - The "SANY Heavy Truck 2025 Service Journey" initiative aims to enhance customer service and operational value [1]. - Customers like Jiulitong Logistics have transitioned to new energy trucks due to changing environmental policies and have reported positive experiences with SANY's service model [4][6]. Group 3: Operational Efficiency - Jiulitong Logistics has increased its fleet of SANY electric heavy trucks from 30 to over 100 within a year, emphasizing the need to maximize the efficiency of electric vehicles [8]. - The company faces challenges in managing driver behavior and energy consumption, with some drivers still using habits from traditional fuel trucks [10][11]. - SANY's service team provides targeted training and support to optimize energy consumption and improve overall fleet management [13][15]. Group 4: Service Excellence - SANY's service team is proactive in addressing customer concerns, ensuring that vehicles are maintained without disrupting operations [15][18]. - The company has received high praise from clients for its responsive and effective service, with engineers dedicated to providing after-sales support [15][20]. - The long-term commitment to service excellence has helped SANY establish a strong reputation in the competitive new energy heavy truck market [20][22].

Core Insights - The article highlights the competitive landscape of the heavy truck market in China, focusing on the performance of major brands in September 2025, with a notable increase in the "Heavy Truck First Influence Index" score for leading brands [1][4]. Group 1: Market Performance - In September 2025, the total score of the "Heavy Truck First Influence Index" for nine major heavy truck brands reached 2185 points, a 9.6% increase from August's score of 1994 points, but a 4.8% decrease compared to the same period last year [1]. - The market is experiencing a shift as brands intensify their efforts to meet annual sales targets, indicating a strategic push during a traditionally slow season [4]. Group 2: Brand Rankings and Strategies - FAW Jiefang maintained its leading position with a robust marketing strategy, while China National Heavy Duty Truck Group and Dongfeng Commercial Vehicle followed closely, forming a strong first tier in the market [5]. - FAW Jiefang's marketing activities included multiple product launches and significant orders, such as 1858 units from the Eagle Energy series and participation in international exhibitions [8][9]. Group 3: Key Events and Developments - China National Heavy Duty Truck Group achieved significant milestones, including the launch of its first vehicle at the Philippines assembly plant and a successful promotional tour in Vietnam, resulting in over 800 orders [10]. - Dongfeng Commercial Vehicle showcased its technological advancements at major events, contributing to a nearly 30% increase in its influence index score for September [14]. Group 4: Emerging Brands - Dongfeng Liuzhou Motor's Chenglong brand demonstrated effective marketing strategies, including the delivery of 80 pure electric Chenglong H5 trucks, highlighting its commitment to the electric logistics market [17]. - The article notes the competitive dynamics among brands, with a focus on how they will continue to vie for market share as the peak season approaches [19].

从车型品类来看，第397-399批公示中，搭载特百佳动力驱动电机的新能源载货车（含底 盘）数量最多，高达11款，占比47.83%。其中，除中国重汽成都王牌商用车申报1款燃料 电池载货汽车底盘外，余下10款车型均为充电载货车。 三季度，特百佳动力驱动电机在新能源重卡新品中的配套情况如何？ | | | | | | 2025年第三季度工信部新车公示（397-399批）特百佳动力驱动电机配套车型一览 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 1 | 企业 | 品牌 | 品类 载货车 | 车型 纯电动厢式货车 | 总质量(KG) 18000 | 申报型号 LZ5180XXYH5AZBEV02 | 电机型号 TZ380XSTPG67 | 峰值功率(kW)/马力(PS) | | 2 | | | 载货车 | 纯电动仓栅式货车 | 18000 | LZ5180CCYH5AZBEV01 | TZ380XSTPG67 | 185/252 185/252 | | ਤੇ | | 东风柳汽乘龙 | 载货车 | 纯电动车厢可卸式汽车 | 180 ...

Core Viewpoint - The commercial vehicle market is experiencing significant pressure due to increased competition, with a notable shift towards new energy vehicles, particularly in the tractor segment, where new energy tractor share has reached nearly 32% by August 2025, while gas-powered tractors have decreased by nearly 20 percentage points compared to the same period last year [1][3]. Group 1: Market Trends - The tractor market has seen a substantial increase in new energy vehicle applications, with 39 new energy tractors registered in the latest announcement, marking a record high for the year [3]. - The structure of new energy tractors is diversifying, with charging tractors making up 61.5% of the new applications, while battery swap tractors are declining significantly [6][9]. - The trend indicates a growing preference for charging and fuel cell technologies, while battery swap technology is losing traction [6][8]. Group 2: Company Developments - Yutong Commercial Vehicle has emerged as a leader in the new energy tractor segment, submitting 18 new models, including 13 pure electric tractors [13][17]. - Heavy-duty gas tractors are also gaining attention, with China National Heavy Duty Truck Group launching a new model with a power output of 750 horsepower, indicating strong R&D capabilities in the high-power gas truck market [18][21]. - Dongfeng Commercial Vehicle and FAW Liberation have both introduced new pure electric tractors, showcasing advancements in battery layout and design [22][27]. Group 3: Technological Innovations - The latest electric tractor from Shaanxi Automobile has set a new record with a peak power of 620 kW, highlighting advancements in electric motor technology [29][30]. - SANY has introduced a charging tractor with a battery capacity of 882 kWh and a range of 700 kilometers, indicating a shift towards longer-range electric heavy-duty vehicles [31].

Core Viewpoint - In September 2025, China's monthly sales of new energy heavy trucks exceeded 20,000 units for the first time, marking a year-on-year increase of 252% [1]. Group 1: Market Performance - In September, the new energy tractor truck segment saw an addition of 17,900 units, representing a year-on-year surge of 279% and a month-on-month increase of 37% [5]. - The new energy tractor truck market achieved a record monthly sales figure, with a total of 17,900 units sold, which is approximately 3.8 times the sales from September of the previous year [5][20]. - The growth rate of 279% in September for new energy tractor trucks outpaced the overall market growth of 252% for new energy heavy trucks [5]. Group 2: Regional Insights - In September, 30 provincial-level administrative regions in China reported new additions of new energy tractor trucks, with 25 regions adding over 100 units each [6]. - Shanghai led the regions with over 3,000 new energy tractor trucks added in September, continuing a three-month streak of surpassing this figure [6]. Group 3: Company Performance - Seven companies achieved monthly sales exceeding 1,000 units in September, with Jiefang leading at 3,426 units, followed by Xugong with 2,926 units and Sany with 2,348 units [10][11]. - The top ten companies in the new energy tractor truck market all experienced significant year-on-year growth, with Jiefang, Xugong, and Sany being the top three competitors [12][14]. - Cumulatively, from January to September 2025, new energy tractor truck sales reached 96,200 units, reflecting a year-on-year increase of 257% [14]. Group 4: Market Share - The top five companies in the new energy tractor truck market hold market shares exceeding 10%, with Jiefang at 16.85%, Xugong at 15.72%, and Sany at 14.26% [18]. - The competition in the new energy tractor truck market remains intense, with companies frequently changing positions in the rankings [18].

Core Viewpoint - The article emphasizes the increasing competition in the new energy heavy truck market, highlighting the importance of core components, particularly the electric drive axle, in determining the performance and efficiency of these vehicles [1]. Group 1: Electric Drive Axle Products - Dongfeng Dana EP35D electric drive axle features a highly integrated design that reduces weight significantly while achieving system efficiency over 94% [5][6]. - The HanDe HDE11.5t electric drive axle supports an 800V high-voltage system, improving charging efficiency compared to traditional 500V platforms, and enhances efficiency by 2%-6% over competitors [7][9]. - The Fastec Blue Chariot FS2EA500 electric drive axle is designed for medium and heavy trucks, offering a maximum output power of 700 kW and a torque of 50,000 Nm, ensuring performance in heavy load conditions [10][13]. - The FAW Jiefang integrated electric drive axle outputs a torque of 30,000 Nm, achieving a 3.7% efficiency improvement and a B10 lifespan of 1 million kilometers [14][16]. - The China National Heavy Duty Truck MCE12ZQ electric drive axle features a "dual-machine dual-link" design, achieving over 94.5% system efficiency and allowing for automatic adjustment of gear ratios based on load conditions [17][19]. - The TeBaJia KEA210-3S40K electric drive axle is adaptable for various scenarios, with a rated/peak power of 210/310 kW and a maximum output torque exceeding 50,000 Nm, catering to diverse operational needs [20][23]. Group 2: Market Trends and User Considerations - The demand for electric heavy trucks is expected to surge post-2025, making the choice of electric drive axle brands and models a critical factor for users during the purchasing process [23].

Group 1 - The heavy truck market in September saw significant sales, with Jiefang delivering 1,858 units and major players like Sinotruk, Dongfeng, Foton, and XCMG securing hundreds of units in large orders [4] - Chinese new energy vehicle companies are entering the European heavy-duty electric truck market through partnerships with industry giants [4] - CRRC Electric won a substantial order for electric buses, indicating a strong demand in the public transportation sector [4] Group 2 - The Ministry of Transport and the Ministry of Industry and Information Technology are implementing new national standards for commercial vehicles starting in October, which will affect the industry regulations [6] - A significant public transportation order worth nearly 160 million was awarded to a specific company, highlighting the competitive landscape in the bus manufacturing sector [6]

Core Viewpoint - The heavy truck market in September 2025 is experiencing a significant seasonal peak, characterized by explosive growth in new energy vehicles and steady progress in traditional power vehicles, with major orders being secured across various companies [1][34]. Group 1: Company Orders and Deliveries - FAW Jiefang's Eagle Energy series launched with 1,858 orders, covering fuel, gas, and electric models for key logistics scenarios [2][3][5]. - China National Heavy Duty Truck Group signed 616 orders for its Shandeka new energy series and delivered 200 units of the Howo gas tractor [6]. - Dongfeng Commercial Vehicle delivered 300 units of the Dragon Power 3.0 integrated smart logistics tractor to Zhongtong Express [8][10]. - Foton Motor's Ouman Galaxy series concluded a nationwide tour with 1,146 orders, over 60% of which were high-end gas tractors [11][13]. - Remote New Energy delivered 200 new energy heavy trucks and signed an additional 300 orders for concrete and aggregate transportation [14][16]. - XCMG delivered 110 units of its 600-degree pure electric tractor to a leading logistics company in Hainan [17][19]. - Tomorrow Hydrogen secured a record order of 500 hydrogen heavy trucks, aimed at serving steel enterprises in northern regions [20][23]. - Dongfeng Liuzhou and XCMG won a 190 million yuan order for hydrogen heavy trucks in Guangdong [24][25]. Group 2: Market Trends and Insights - The September heavy truck market shows a clear trend where new energy models dominate order volumes, while traditional power models also secure substantial orders, indicating a diverse demand across multiple sectors [34].