Core Viewpoint - The sales of new energy heavy trucks, particularly charging heavy trucks, have reached record highs, with significant year-on-year growth and a consistent trend of doubling sales for 17 consecutive months [1][3][33]. Sales Performance - In April 2025, new energy heavy truck sales hit a historical high of 15,800 units, with charging heavy trucks contributing 10,800 units [1]. - In May 2025, sales remained above 15,000 units, with charging heavy trucks continuing to exceed 10,000 units [3]. - May 2025 saw a total of 15,100 new energy heavy trucks sold, a year-on-year increase of 190% [3]. - Charging heavy trucks accounted for 98.99% of total sales in May 2025, with 10,100 units sold, marking a year-on-year growth of 264% [4][6]. Market Trends - Charging heavy trucks have consistently outperformed the overall new energy heavy truck market, achieving a 264% year-on-year growth in May 2025, compared to the overall market's growth [4][33]. - The market share of charging heavy trucks in the pure electric heavy truck segment has remained above 60% since June 2024, reaching 67.85% in May 2025 [6][10]. Segment Analysis - From January to May 2025, charging heavy truck sales totaled 40,400 units, a 250% increase year-on-year [18]. - The main types of charging heavy trucks sold include tractors (27,100 units), dump trucks (5,505 units), and concrete mixers (5,402 units), with tractors making up 67.17% of total sales [10][25]. - The sales of charging tractors increased by 405% year-on-year, significantly outpacing the overall market growth [25]. Company Performance - In May 2025, SANY led the market with 2,245 units sold, followed by XCMG, FAW Jiefang, and Shaanxi Automobile with 1,841, 1,375, and 1,101 units sold respectively [14][16]. - Among the top 12 companies, 11 achieved year-on-year sales growth, with several companies experiencing growth rates exceeding 300% [16][22]. - The market share of SANY reached 22.99%, while FAW Jiefang saw a significant increase of 7.80 percentage points compared to the previous year [22]. Geographic Distribution - Charging heavy trucks have been registered in all 31 provinces (municipalities and regions) in mainland China, with 295 cities having registered charging heavy trucks by May 2025 [10]. - Major cities such as Shanghai, Shenzhen, and Chengdu have seen substantial registration numbers, with over 600 units in each [10]. Conclusion - The remarkable growth in charging heavy truck sales and the consistent outperformance against the broader market indicate a strong upward trend in the new energy heavy truck sector, raising questions about the sustainability of this growth [33].

同时也可看到，插电混动牵引车市场正在崛起。今年从第392批起，已连续四个月有插电混动牵 引车新车申报公示，一汽解放、中国重汽、远程新能源商用车都在力推，本批公示新增了宇通重 卡和东风华神这两家企业。从数量来看，插电混合动力牵引车申报数量呈上升趋势，去年全年有 7款申报，而今年前5个月有8款，已超过去年全年。 看点二：超8款600度以上电动牵引车申报公示！都有谁？ "好饭不怕晚"。5月下旬，工信部发布了第395批新车公示。这批公示为行业带来了哪些牵引车 重磅车型？各家企业有何新动作？牵引车市场正呈现出哪些新风向呢？ 下面请看第一商用车网报道。 看点一：换电数量"反超"充电！插电混动市场崛起 首先来看第395批公示牵引车整体申报情况。此次，第395批新车公示牵引车方面申报了39款新 品，相比上一批公示减少了11款，相比第393批和第392批各自多十余款，比1月发布的第391 批仅减少1款。整体来看，牵引车申报数量比较可观，这在一定程度上体现出了企业对牵引车市 场发展潜力的看好。 从细分车型来看，新能源和国六牵引车新车数量严重分化。新能源牵引车申报31款，包括换电 14款、充电12款、插电混动3款和燃料电池2款；国 ...

2025年4月份，新能源重卡销量同比大增245%，达到创历史新高的1.58万辆。4月过后， 2025年新能源重卡累计销量已达到4.61万辆，同比增长197%，净增超3万辆。 这些亮眼数字的背后，哪一个细分领域表现最为出色？ 充电重卡！请看第一商用车网的分析解读。 4月实销破万辆大增305%，连续16个月翻倍涨 2025年4月份，国内新能源重卡市场共计销售1.58万辆（注：本文数据来源为交强险实销口 径，不含出口和军车，下同），环比今年3月份增长5%，同比也实现增长，增幅达到245%。 4月份，纯电动重卡（包括换电和充电）销售1.56万辆，占比高达98.57%，较上月 从细分车型来看，2025年1-4月份挂牌上路的充电重卡仍以牵引车、自卸车，以及混凝土搅 拌车为主，分别达到2.04万辆、4018辆和4041辆，占比分别达到67.33%、13.28%和 13.35%。此外，洗扫车、清洗车等环卫车型也是充电重卡的重要细分车型，合计占比达到 5.31%。 2025年1-4月份，全国除港、澳、台外的31个省（市、区）都有新能源重卡上牌，充电重卡 进入了全部31个省份。具体到城市来看，得益于纯电动环卫车（以充电车型为绝对 ...