2025年3月份开始，新能源重卡销量连续4个月超过1.5万辆，这其中，同步保持1万辆上下高 水准的充电重卡贡献最大。7月份，新能源重卡整体销量继续保持高位，达到1.66万辆，充电 重卡的突出表现也还在继续。 7月销1.14万辆大增205%，连续19个月翻倍涨 2025年7月份，国内新能源重卡市场共计销售1.66万辆（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6月份下降8%，同比增长152%。7月份，纯电动重 卡（包括换电和充电）销售1.63万辆，占比高达98.07%，较上月（97.87%）略有提升，仍 是新能源重卡最重要的组成部分。这其中，充电重卡销售1.14万辆，环比下降6%，同比增长 205%，同比增幅较上月（+183%）扩大22个百分点，这是充电重卡连续第19个月实现翻倍 增长。7月份，充电重卡205%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23个月跑赢新能源重卡市场"大盘"。7月份，充电重卡在纯电动重卡销量中的占比为 69.68%，较上月（68.38%）提升超1个百分点（如下图）。 请看第一商用车网的分析报道。 根据第一商用车网的观察，自2024年7月份 ...

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]

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].

Group 1 - The core viewpoint of the article highlights the significant developments in the tractor market, particularly focusing on the new models announced in the 395th batch of vehicle public announcements by the Ministry of Industry and Information Technology [1] - The 395th batch saw a total of 39 new tractor models announced, a decrease of 11 models compared to the previous batch, but an increase of over ten models compared to batches 393 and 392, indicating a positive outlook from companies on the tractor market's growth potential [3][5] - There is a notable differentiation in the number of new energy and National VI tractors, with 31 new energy tractors announced, including 14 battery swap models, 12 charging models, 3 plug-in hybrids, and 2 fuel cell models [5] Group 2 - The plug-in hybrid tractor market is emerging, with continuous announcements of new models since batch 392, including contributions from major players like FAW Liberation and China National Heavy Duty Truck Group [8][18] - The announcement included at least 8 electric tractors with battery capacities exceeding 600 kWh, representing over 30% of the electric tractor segment, with notable models from companies like FAW Liberation and Dongfeng Liuqi [9][11] - The article mentions the introduction of new models from Guizhou Changjiang, featuring a unique four-motor configuration with a maximum power output of 980 horsepower, showcasing innovation in electric tractor design [30] Group 3 - The article discusses the competitive landscape between battery swap and charging technologies, with battery swap tractors outnumbering charging tractors for the first time in recent public announcements [5][39] - Companies like Jianghuai Automobile and Dongfeng Huashen are actively entering the plug-in hybrid market, indicating a strategic shift towards more versatile fuel types [16][18] - The overall market for new energy tractors, especially pure electric models, is described as vibrant, with numerous new products being launched, while the fuel cell tractor segment remains relatively stagnant [39]

Core Insights - The sales of new energy heavy trucks in April 2025 reached a record high of 15,800 units, marking a year-on-year increase of 245% and a cumulative sales of 46,100 units for the year, up 197% [1][5][19] - The charging heavy truck segment outperformed other categories, with sales of 10,800 units in April, reflecting a year-on-year growth of 305% and a continuous increase for 16 months [5][14][33] Segment Analysis - In April 2025, pure electric heavy trucks accounted for 98.57% of total new energy heavy truck sales, with charging heavy trucks making up 69.05% of pure electric sales, showing a slight increase from the previous month [5][7] - Charging heavy trucks have consistently maintained over 60% market share in pure electric heavy truck sales since June 2024, with a 67.44% share in the first four months of 2025, significantly higher than the 62.76% share in 2024 [7][19] - The sales of charging heavy trucks have seen a dramatic increase, with monthly sales exceeding 3,000 units for seven months in 2024 and five months exceeding 4,000 units, culminating in record sales for the first four months of 2025 [9][25] Company Performance - In the first four months of 2025, the top three companies in charging heavy truck sales were SANY, FAW Jiefang, and XCMG, with sales of 7,044, 4,474, and 4,748 units respectively, reflecting year-on-year growth rates of 252%, 813%, and 232% [21][23] - The market share of SANY reached 23.27%, while FAW Jiefang saw a significant increase of 9.19 percentage points in market share compared to the previous year [23][25] - The competition in the charging tractor truck segment is intense, with SANY, FAW Jiefang, and XCMG all exceeding 3,500 units in sales, indicating a close race for market leadership [27] Market Trends - The charging heavy truck market has seen a total of 27 participants as of April 2025, matching the total number of players in 2024, with a cumulative sales of 30,300 units in the first four months, up 245% year-on-year [19][23] - The sales of charging self-dumping trucks reached 4,018 units in the same period, showing a year-on-year increase of 109%, although this growth rate was lower than the overall charging heavy truck market [29][31] - The overall market for charging heavy trucks has demonstrated robust growth, with most companies achieving significant increases in sales, and many doubling their sales figures compared to the previous year [19][23][33]