Group 1 - In August, the wholesale sales of heavy trucks and the sales of Beidou operation certificates both achieved year-on-year growth, indicating a strong market recovery despite being a "traditional off-season" [1] - China National Heavy Duty Truck Group (CNHTC) received over 1,000 orders for the Shandeka model, showcasing strong market demand [2][5] - A strategic cooperation between CNHTC and a major client in Zunyi resulted in the signing of a contract for 100 units of the HOWO TH7-N tractor, marking a significant milestone in the industry's modernization [3] Group 2 - FAW Jiefang delivered 100 units of the JH6 new energy tractor to Water Mountain Logistics, emphasizing the collaboration's role in promoting low-carbon transformation in the logistics industry [6] - Dongfeng Commercial Vehicle successfully delivered 100 intelligent driving vehicles and 100 cargo trucks to a leading logistics company, demonstrating advancements in smart logistics solutions [7][10] - Foton Motor signed contracts for 186 units of the Ouman heavy truck and exported 107 units, reflecting strong market recognition for its products [9][12] Group 3 - XCMG achieved significant domestic and international orders, including the delivery of 200 units of dump trucks and 500 units of new energy heavy trucks, contributing to local construction logistics [14][16] - SANY Heavy Industry signed contracts for 150 electric heavy trucks in Jiangxi and 200 in Huizhou, marking a major step in green logistics development [17][19] - Zero One Automotive launched a new electric heavy truck model, receiving 568 pre-orders within three hours, indicating robust market interest [20][21][23] Group 4 - DeepWay delivered 100 units of new energy heavy trucks and signed an additional order for 500 units, marking a milestone in the scale application of new energy vehicles [24][25] - CIMC secured a strategic cooperation agreement for 2,000 semi-trailers in Tanzania, enhancing local delivery and service capabilities [26][29] - Yihua Tong signed a strategic cooperation agreement for 100 hydrogen fuel cell heavy trucks, aiming to develop a hydrogen energy vehicle manufacturing base [34][35] Group 5 - The heavy truck market in August saw significant orders, reflecting strong demand for efficient, environmentally friendly, and intelligent products [37] - The upcoming traditional sales peak in September and October is expected to sustain the growth momentum in the heavy truck market, with companies striving to achieve better results [37]

Core Insights - The domestic heavy truck market remains highly competitive in May, with major brands reporting significant order wins, including large orders from companies like FAW Jiefang, Dongfeng Commercial Vehicle, and XCMG [1] Group 1: FAW Jiefang - FAW Jiefang signed another large order for 1,000 new energy heavy trucks, following a similar order in April, indicating strong market demand and strategic partnerships [2][5] - The signed new energy trucks include various types such as tractors, cargo trucks, and special vehicles, showcasing FAW Jiefang's comprehensive approach to the new energy market [5] Group 2: China National Heavy Duty Truck Group - China National Heavy Duty Truck Group received multiple bulk orders for both fuel and new energy tractors, highlighting its strong market presence [6] - The company held events showcasing its products, including the Shandeka G7 fuel tractor, which received 87 orders during a promotional event [7] - The company also delivered 10 units of the Chengdu V7-X EV tractor to a major client, with a total order of 50 units aimed at e-commerce and import-export logistics [7] Group 3: Dongfeng Commercial Vehicle - Dongfeng Commercial Vehicle signed a strategic cooperation agreement for 1,000 hazardous chemical gas vehicles, marking a significant step in ecological construction for the industry [10][13] - The company also held a delivery ceremony for 100 port transport vehicles, further expanding its market reach [11] Group 4: Foton Motor - Foton Motor achieved multiple large orders, including 100 units of the Ouman Starwing gas tractor delivered to a steel client in Guangxi [14][15] - The company also secured significant orders during various promotional events across different regions, including 103 units in Jiangsu and 177 units in Shijiazhuang [17] Group 5: XCMG - XCMG signed a contract for 1,000 new energy tractors, contributing to the green transformation of local steel transportation [18] - The XG2 EX630S tractor, recognized as a top-selling new energy heavy truck, was highlighted for its safety and efficiency [18] Group 6: Dongfeng Liuqi - Dongfeng Liuqi delivered 1,000 Menglong express delivery vehicles to YTO Express, showcasing its advanced technology and commitment to efficiency and sustainability [20] Group 7: SANY Heavy Industry - SANY delivered nearly 100 electric heavy trucks to a major client, marking the third collaboration between the two parties in the green logistics sector [22] Group 8: Hanma Technology - Hanma Technology delivered 130 customized dump trucks to Southeast Asian clients, demonstrating its ability to meet specific regional demands [24] - The company reported a significant increase in exports, with a year-on-year growth of 478.40% in early 2025 [26] Group 9: Feichi Technology - Feichi Technology launched 100 hydrogen fuel cell heavy trucks as part of a zero-carbon logistics corridor project in Southwest China, marking a significant milestone in its market strategy [27][29] Conclusion - The successful signing of large orders in May is expected to significantly impact the heavy truck market's sales rankings, with ongoing attention to market dynamics [31]