2026年1月份，我国新能源重卡市场同比增长127%，整体销量达到1.61万辆。包括充电重卡在内，多个细分市场同步实现翻倍增长， 收获含金量颇高的"开门红"。 而1月份充电重卡市场远不止一个"开门红"能够形容。 请看第一商用车网的分析报道。 1月销1.15万辆大增168%，连续25个月销量翻倍 2026年1月份，国内新能源重卡市场共计销售1.61万辆（注：本文数据来源为交强险实销口径，不含出口和军车，下同），环比2025 年12月份下降65%，同比增长127%。1月份，纯电动重卡（包括换电和充电）销售1.59万辆，占比高达98.88%，仍是新能源重卡最 重要的组成部分。这其中，充电重卡销售1.15万辆，环比下降61%，同比增长168%，同比增幅较上月（+228%）有所缩窄，这已是 充电重卡连续第25个月实现翻倍增长。2026年1月份，充电重卡168%的同比增幅继续跑赢新能源重卡市场"大盘"，这是充电重卡连续 第29个月跑赢新能源重卡市场"大盘"。1月份，充电重卡在纯电动重卡销量中的占比达到72.33%，较上月（71.83%）略微提升（如下 图），比2025年全年占比（69.61%）则高了接近3个百分点。 根据 ...

Core Insights - The sales of new energy heavy trucks in China reached a record high of 45,300 units in December 2025, marking a 198% year-on-year increase and a 62% month-on-month increase [3][31] - The sales of charging heavy trucks alone reached 29,300 units in December, representing a 228% year-on-year growth and a 47% month-on-month increase, continuing a trend of doubling sales for 24 consecutive months [3][31] Sales Performance - In December 2025, pure electric heavy trucks accounted for 90.09% of total sales, with charging heavy trucks making up 71.83% of pure electric heavy truck sales [4][6] - The average monthly sales of charging heavy trucks in 2025 exceeded 10,000 units, with the last seven months of the year being the highest sales months to date [7][31] Market Segmentation - The main types of charging heavy trucks sold in 2025 were tractors, dump trucks, and concrete mixers, with sales of 111,200 units, 18,800 units, and 16,900 units respectively, accounting for 71.8%, 12.2%, and 10.9% of total sales [9][23] - The number of cities with registered charging heavy trucks reached 328, with 199 cities registering over 100 units, indicating widespread adoption across various regions [11] Competitive Landscape - In December 2025, 17 companies sold over 100 units of charging heavy trucks, with SANY leading the sales with 5,466 units, followed by China National Heavy Duty Truck Group with 4,575 units [13][15] - The total number of participants in the charging heavy truck market increased from 27 in 2024 to 32 in 2025, with total sales reaching 154,900 units, a 220% increase year-on-year [19][21] Market Share Analysis - In 2025, five companies achieved market shares exceeding 10%, with SANY, XCMG, FAW Jiefang, China National Heavy Duty Truck Group, and Shaanxi Automobile holding shares of 20.1%, 15.4%, 14.9%, 12.4%, and 11.5% respectively [21][23] - The market share of Shaanxi Automobile and China National Heavy Duty Truck Group saw significant increases of 4.6 and 3.4 percentage points compared to 2024 [21] Yearly Growth Trends - The sales of charging tractors increased by 269% year-on-year, while sales of charging dump trucks grew by 146%, indicating strong demand in these segments [23][27] - The top three companies in charging tractor sales for 2025 were SANY, FAW Jiefang, and XCMG, each selling over 18,000 units [25][29]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced the first batch of new vehicles for 2026, highlighting a significant increase in the number of new truck models, particularly in the traction vehicle market, with a total of 49 new models, the highest in six years. Among these, 33 are new energy traction vehicles, indicating a strong trend towards electrification in the industry [1][3][30]. Group 1: New Vehicle Announcements - The 403rd batch includes 49 new traction vehicle models, with 33 being new energy vehicles, comprising 25 charging models, 4 battery swap models, 3 fuel cell models, and 1 plug-in hybrid model. The remaining 16 models are traditional energy vehicles, including 9 gas and 7 diesel traction vehicles [1][3]. - The number of National VI traction vehicles announced at the beginning of the year is surprising, with 16 models compared to only a few in previous months of 2025, suggesting increased competition in the National VI market for 2026 [3]. Group 2: Manufacturer Highlights - The highest number of new models comes from Shenhe Automobile, with 6 charging traction vehicles, all from Zero One Automotive. Dongfeng Commercial Vehicle, Dongfeng Liuzhou Motor, and FAW Jiefang each submitted 5 models, with a mix of National VI and new energy vehicles [3][5]. - Foton Daimler, Beiqi Heavy Truck, and SANY Heavy Truck each submitted 4 models, with Foton Daimler's models including 2 gas vehicles and 1 charging vehicle, while SANY's models are all charging types [5][7]. Group 3: Notable Features of New Models - Foton's new charging traction vehicle features an impressive battery capacity of 801.23 kWh and a range of 600 kilometers, marking it as one of the significant entries in the high-capacity segment [8][10]. - The new model from SANY Heavy Truck has a battery capacity of 693.201 kWh and a range of 500 kilometers, showcasing the trend towards larger battery capacities in the market [23][26]. Group 4: Market Trends and Future Outlook - The ongoing vehicle scrappage subsidy policy, which prioritizes electric trucks, is expected to stimulate the new energy traction vehicle market significantly, potentially leading to a surge in sales [30]. - The popularity of new energy vehicles is reshaping the heavy truck market landscape, with traditional fuel vehicles facing increasing pressure, raising questions about which companies will thrive or struggle in this evolving market [30].

Core Insights - The sales of electric heavy-duty trucks have reached new heights, with November 2025 recording a total of 28,000 units sold, marking a 178% year-on-year increase and a 39% month-on-month increase [3][32] - Charging heavy-duty trucks have been the main contributor to this growth, achieving a record sales figure of 19,900 units in November, which represents a 207% year-on-year increase and a 42% month-on-month increase [3][32] - The market share of charging heavy-duty trucks within the electric heavy-duty truck segment has consistently exceeded 60% since June 2024, reaching 73.01% in November 2025 [4][6] Sales Performance - In November 2025, the sales of pure electric heavy-duty trucks (including charging and battery swap types) reached 27,200 units, accounting for 97.46% of total sales [3] - Charging heavy-duty trucks have maintained a monthly sales average exceeding 10,000 units since April 2025, with the last six months averaging 14,200 units per month [32] - Cumulatively, from January to November 2025, charging heavy-duty trucks sold 125,600 units, representing a 219% increase compared to the same period last year [18][24] Market Dynamics - The market for charging heavy-duty trucks has seen participation from 31 companies by November 2025, up from 27 in 2024 [18] - The top three companies in charging heavy-duty truck sales for January to November 2025 are SANY, XCMG, and FAW Jiefang, with sales of 25,700, 20,300, and 19,200 units respectively [19][21] - The market share of the leading companies has shown significant growth, with SANY holding 20.47%, XCMG at 16.16%, and FAW Jiefang at 15.29% [21] Segment Analysis - The sales of charging tractors and dump trucks have been particularly strong, with tractors seeing a 278% increase and dump trucks a 133% increase year-on-year [24][29] - Charging tractors accounted for 71.57% of total sales, while dump trucks made up 12.36% [24] - The competition among the top three charging tractor manufacturers is intense, with SANY, FAW Jiefang, and XCMG all exceeding 15,000 units sold [26] Conclusion - The charging heavy-duty truck market has demonstrated remarkable growth, with consistent month-on-month increases and a strong performance across various segments [32] - The trend of doubling sales year-on-year has been maintained for 23 consecutive months, indicating a robust market outlook for the future [32]

Core Insights - The latest announcement from the Ministry of Industry and Information Technology (MIIT) reveals a total of 53 new truck models, with a significant focus on new energy vehicles, particularly in the tractor segment [1][3][34] Group 1: New Energy Vehicle Trends - The latest batch of new energy tractors includes 49 models, with 37 being charging models, marking a record high for charging tractors [1][3] - The number of charging tractors has seen a dramatic increase, with a 41.51% year-on-year growth, totaling 225 models in 2025 [34] - Plug-in hybrid tractors also experienced substantial growth, with a 228.57% increase, totaling 23 models [34] Group 2: Manufacturer Insights - The top five manufacturers in this batch include SANY, Yuchai, and Beiqi, each submitting multiple new energy models, indicating a competitive landscape [3][4] - Foton's new energy subsidiary, Kavin, submitted four charging tractors, showcasing advancements in battery technology with lithium iron phosphate batteries supplied by CATL [7][10] - China National Heavy Duty Truck Group (CNHTC) announced a new high-power electric tractor with a single motor output of 630 kW, setting a new record in the industry [28] Group 3: Market Dynamics - The overall number of tractors announced in 2025 decreased by 10.71% compared to the previous year, indicating a potential market contraction [34] - The competition in the new energy tractor market is expected to intensify in 2026, as manufacturers prepare for a new round of market battles [28][29]

Core Insights - The article highlights the significant growth of the electric heavy truck market in China, particularly focusing on the performance of charging heavy trucks, which have consistently maintained monthly sales exceeding 10,000 units since April 2025 [1][32]. Sales Performance - In October 2025, the overall sales of new energy heavy trucks reached 20,100 units, with charging heavy trucks contributing 14,000 units, marking a year-on-year increase of 182% [5][15]. - Charging heavy trucks have achieved a remarkable 22 consecutive months of doubling sales, outperforming the overall new energy heavy truck market for 26 consecutive months [5][32]. Market Composition - As of October 2025, charging heavy trucks accounted for 71.14% of the pure electric heavy truck sales, showing a slight increase from the previous month [5]. - From January to October 2025, charging heavy trucks made up 68.43% of the pure electric heavy truck sales, significantly higher than the previous year's total [7]. Monthly Sales Trends - The monthly sales of charging heavy trucks have seen a dramatic increase, with an average monthly sales exceeding 10,000 units in 2025, and the last five months (June to October) being the highest sales months to date [9][32]. - The sales of charging heavy trucks in 2025 have already surpassed the total sales for the entire year of 2024 [32]. Segment Analysis - The primary models of charging heavy trucks sold from January to October 2025 include tractor trucks, dump trucks, and concrete mixers, which accounted for 70.77%, 12.70%, and 11.19% of sales, respectively [11]. - The sales of charging tractor trucks reached 74,800 units, reflecting a year-on-year increase of 292%, significantly outpacing the overall market growth [25]. Competitive Landscape - In October 2025, 14 companies sold over 100 units of charging heavy trucks, with SANY leading the market with 2,773 units sold [15][18]. - The competitive landscape is intensifying, with several companies achieving substantial year-on-year growth, including XCMG and Jiefang, which saw increases of 247% and 342%, respectively [20][24]. Market Share - From January to October 2025, five companies held over 10% market share in the charging heavy truck segment, with SANY, XCMG, Jiefang, Shaanxi Automobile, and China National Heavy Duty Truck Corporation leading the market [24]. - The market share of Jiefang and Shaanxi Automobile has seen significant increases, with Jiefang's share rising by 4.14 percentage points and Shaanxi's by 5.34 percentage points compared to the previous year [24].

Core Insights - The sales of new energy heavy trucks have exceeded 15,000 units for six consecutive months since March 2025, with charging heavy trucks maintaining monthly sales above 10,000 units since April [1][4] - In September 2025, the overall sales of new energy heavy trucks reached a record high of 24,100 units, with charging heavy trucks continuing to show strong performance [4][34] Sales Performance - In September 2025, the domestic new energy heavy truck market sold 24,100 units, marking a 36% month-on-month increase and a 206% year-on-year increase [4] - Pure electric heavy trucks accounted for 97.33% of total sales, with charging heavy trucks selling 15,800 units, reflecting a 32% month-on-month increase and a 220% year-on-year increase [4][5] - Charging heavy trucks have achieved a year-on-year growth rate of 220% in September, outperforming the overall new energy heavy truck market [5][34] Market Share and Competition - As of September 2025, charging heavy trucks have been the dominant segment, with a market share of 67.46% [5] - The market for charging heavy trucks has seen participation from 30 companies by July 2025, with 11 out of the top 12 companies achieving sales growth [19][25] - The top four companies in market share for charging heavy trucks are SANY, XCMG, FAW Jiefang, and Shaanxi Automobile, with respective market shares of 20.59%, 16.02%, 15.40%, and 12.10% [25] Segment Analysis - From January to September 2025, charging heavy trucks sold 91,700 units, with tractor trucks and dump trucks making up 70.37% and 12.82% of sales, respectively [11][27] - Charging tractor trucks saw a significant year-on-year increase of 311%, while charging dump trucks grew by 122% [27][31] - The competition for charging tractor trucks is intense, with SANY, FAW Jiefang, and XCMG each exceeding 10,000 units sold [29] Geographic Distribution - By September 2025, charging heavy trucks have been registered in all 31 provincial-level administrative regions in China, with 317 cities having registered charging heavy trucks [13] - Major cities such as Shanghai, Shenzhen, Chengdu, Guangzhou, Changsha, and Zhengzhou have seen over 2,000 units registered [13] Future Outlook - The continuous growth of charging heavy trucks, with 21 months of doubling sales and 25 months outperforming the overall new energy heavy truck market, raises questions about the sustainability of this trend [34]

Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have shown significant growth, with charging heavy trucks achieving record monthly sales and maintaining a high market share in the new energy heavy truck segment [1][4][32]. Sales Performance - In August 2025, the domestic new energy heavy truck market sold a total of 17,800 units, marking a 182% year-on-year increase and a 7% month-on-month increase [4]. - Charging heavy trucks accounted for 98.66% of the total sales, with 12,000 units sold in August, representing a 246% year-on-year increase and a 6% month-on-month increase [4][15]. - Charging heavy trucks have achieved a remarkable 20 consecutive months of doubling sales, outperforming the overall new energy heavy truck market for 24 consecutive months [32]. Market Share and Competition - As of August 2025, the cumulative sales of charging heavy trucks reached 75,900 units, a 230% increase compared to the same period last year [18][20]. - The top three companies in the charging heavy truck market are SANY, XCMG, and FAW Jiefang, with market shares of 21.04%, 16.25%, and 15.07% respectively [22]. - The competition among the top players is intense, with SANY leading in sales, followed closely by Jiefang and XCMG, all exceeding 9,000 units sold [26]. Segment Analysis - The charging heavy truck segment is primarily composed of traction trucks and dump trucks, which accounted for 69.68% and 13.07% of sales respectively [10][23]. - The sales of charging traction trucks have increased by 331%, significantly outpacing the overall market growth [23]. - Charging dump trucks, while showing a 112% increase, have not performed as strongly as traction trucks, indicating a disparity in growth rates within the segment [28]. Geographic Distribution - By August 2025, charging heavy trucks have been registered in all 31 provincial-level administrative regions in China, with 313 cities having registered charging heavy trucks [12]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen significant registration numbers, with 11 cities exceeding 1,000 units [12]. Future Outlook - The remarkable growth trajectory of charging heavy trucks raises questions about whether this trend can be sustained in the final months of 2025 [32].

Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have shown significant growth, with July 2025 sales reaching 16,600 units, marking a 152% year-on-year increase and a 205% increase for charging heavy trucks [4][32]. Sales Performance - In July 2025, the total sales of new energy heavy trucks reached 16,600 units, with a month-on-month decrease of 8% but a year-on-year increase of 152% [4][32]. - Charging heavy trucks accounted for 98.07% of the total sales, with 11,400 units sold, representing a year-on-year growth of 205% [4][32]. - Charging heavy trucks have achieved 19 consecutive months of doubling growth and have outperformed the overall new energy heavy truck market for 23 months [32]. Market Share and Competition - The market share of charging heavy trucks is dominated by five companies, with SANY and XCMG leading at 21.47% and 16.06% respectively [22]. - In the first seven months of 2025, the cumulative sales of charging heavy trucks reached 63,800 units, a 227% year-on-year increase, with 11 out of the top 12 companies achieving growth [20][22]. Segment Analysis - From January to July 2025, the sales of charging tractors and dump trucks accounted for 68.73% and 13.46% of the total sales respectively, with charging tractors showing a significant year-on-year increase of 333% [24][28]. - Charging dump trucks sold 8,591 units in the same period, reflecting a 106% year-on-year growth, although this was lower than the overall growth rate of charging heavy trucks [28][30]. Geographic Distribution - By July 2025, charging heavy trucks were registered in all 31 provincial-level administrative regions in China, with 309 cities having registered charging heavy trucks [12][32]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen significant registration numbers, with nine cities registering over 1,000 units [12]. Future Outlook - The remarkable growth in the charging heavy truck sector raises questions about the sustainability of this trend moving forward, especially as the market continues to evolve [32].

Core Viewpoint - The sales of new energy heavy trucks have shown significant growth, with a record of 18,000 units sold in June 2025, indicating a strong upward trend in the market [1][4][35] Sales Performance - In June 2025, the domestic new energy heavy truck market sold a total of 18,000 units, marking a 19% increase from May and a 158% increase year-on-year [4] - The sales of pure electric heavy trucks reached 17,600 units, accounting for 97.87% of total sales, with charging heavy trucks contributing 12,100 units, reflecting a 19% month-on-month increase and a 183% year-on-year increase [5][15] - Charging heavy trucks have maintained a growth rate of over 100% for 18 consecutive months, outperforming the overall new energy heavy truck market [5][35] Market Share and Competition - In the first half of 2025, the cumulative sales of charging heavy trucks reached 52,500 units, a 232% increase compared to the same period last year [19] - The market share of leading companies includes SANY at 22.48%, XCMG at 15.68%, and FAW Liberation at 14.72%, with significant year-on-year increases for several players [23] - The competition among the top three companies in the charging tractor segment is intense, with SANY, FAW Liberation, and XCMG all exceeding 6,000 units sold [28] Segment Analysis - The charging tractor segment has seen a remarkable increase, with sales reaching 35,900 units in the first half of 2025, a 351% increase year-on-year [26] - Charging dump trucks sold 6,954 units, reflecting a 102% increase, although this growth is slower compared to the overall market [30] - The charging heavy truck market has expanded to include all 31 provincial-level administrative regions in China, with 304 cities registering charging heavy trucks [11] Future Outlook - The continuous growth in sales and market participation suggests a robust future for the new energy heavy truck sector, with expectations for sustained performance [35]