2026年2月份，我国新能源重卡整体销量超7000辆，同比小增9%，连增势头继续。 在2025年表现一直突出，但2026年首月却跑输市场"大盘"的新能源牵引车， 2月份表现如何？能否保持连增势头？跑赢还是跑输？各 家企业表现又是如何？ 请看第一商用车网带来的新能源牵引车市场观察。 2月新能源牵引车新增5128辆，同比小降1% 根据第一商用车网掌握的最新数据，2026年2月份，全国共新增新能源牵引车5128辆（本文数据来源为重型货车营运证入网销量口 径，非交强险口径，不含出口和军车，下同），环比下降67%，同比小降1%。从增幅来看，2月份新能源牵引车市场同比增速遭遇转负 （1月份新能源牵引车销量同比增长167%），交出环比、同比双降的成绩单；月销量环比1月份下滑超万辆，同比2025年2月份则低了 30余辆。2月份，新能源牵引车市场同比下降1%，跑输市场"大盘"（2月份新能源重卡市场整体销量同比小增9%），这是新能源牵引 车市场连续两个月跑输市场"大盘"。 2月份，全国有28个省级行政区有新增新能源牵引车，2月份新增超过200辆的省级行政区有9个；2026年1-2月，全国有30个省级行 政区有新增新能源牵引车，上 ...

Core Viewpoint - The new energy heavy truck market in China experienced significant growth in January 2026, with overall sales increasing by 127% year-on-year, indicating a strong start to the year for the industry [1][26]. Sales Performance - In January 2026, the sales of new energy heavy trucks reached 16,100 units, with a year-on-year increase of 127% but a month-on-month decrease of 65% compared to December 2025 [3]. - New energy tractor trucks sold 10,500 units in January 2026, marking a year-on-year growth of 114% but a month-on-month decline of 70% [2][3]. Market Share - New energy tractor trucks accounted for 65.39% of the new energy heavy truck market in January 2026, a decrease of over 10 percentage points from the 2025 annual average of 76.36% [5]. - The market share of new energy tractor trucks in January 2026 was lower than the 69.13% share from January 2025 [5]. Regional Distribution - In January 2026, 1.05 million new energy tractor trucks were registered across 29 provincial-level regions, with Guangdong, Shanxi, Hebei, and Xinjiang accounting for over 35.9% of the total sales [12]. Leading Companies - XCMG topped the sales chart in January 2026 with 2,720 units sold, followed by China National Heavy Duty Truck Group (1,485 units), FAW Jiefang (1,181 units), and SANY (1,038 units) [17][24]. - A total of 15 companies sold over 100 units of new energy tractor trucks in January 2026, with 8 companies exceeding 400 units [15]. Year-on-Year Growth - The overall sales of new energy tractor trucks in January 2026 increased by 114% year-on-year, with 11 out of the top 12 companies experiencing growth [22]. - XCMG, SANY, and other companies saw significant increases, with XCMG's sales growing by 287% compared to the previous year [22]. Market Share by Company - In January 2026, XCMG held a market share of 25.9%, a significant increase of 11.6 percentage points from the previous year [24]. - China National Heavy Duty Truck Group and FAW Jiefang captured 14.1% and 11.3% of the market share, respectively [24].

Core Viewpoint - The article discusses the strategic goals and implementation paths of seven major commercial vehicle companies in China for the "15th Five-Year Plan," focusing on the transformation towards electrification, intelligence, and globalization in the commercial vehicle industry. Group 1: FAW Jiefang - FAW Jiefang aims to enter the "world-class commercial vehicle camp" by 2030, with a focus on "international Jiefang, green Jiefang, and technological Jiefang" [2] - The company targets a total sales volume of 320,000 units in 2026, with 75,000 units being electric vehicles and 80,000 units for overseas sales [4] Group 2: Dongfeng Motor Corporation - Dongfeng aims to regain its position as the industry leader with a total sales target of 750,000 commercial vehicles by 2030 [5] - The company plans to achieve industry-leading positions in total sales, heavy-duty trucks, and new energy trucks during the "15th Five-Year Plan" [8] Group 3: China National Heavy Duty Truck Group (CNHTC) - CNHTC targets to exceed 800,000 units in total sales and achieve a revenue of 400 billion yuan by 2030 [11] - The company has proposed a "six transformations" strategy focusing on green, digital, service, international, diversified, and high-end development [12] Group 4: Shaanxi Automobile Group - Shaanxi aims to maintain a top-three position in the industry and targets a sales volume of 100,000 heavy-duty trucks in 2026 [14] - The company emphasizes a unified development strategy called "One Shaanxi" to enhance overall competitiveness [18] Group 5: Foton Motor - Foton aims for a 50% penetration rate of new energy vehicles and 300,000 units in overseas sales by 2030 [20][22] - The company has set ambitious targets for 2026, aiming for 200,000 units in both exports and new energy vehicles [22] Group 6: Yuantong New Energy Commercial Vehicles - Yuantong aims to become the domestic sales leader and the global leader in new energy commercial vehicles by 2030, targeting 1 million units in annual sales [24][26] - The company plans to launch a comprehensive product matrix covering various vehicle types by 2026 [26] Group 7: Chery Commercial Vehicles - Chery targets to achieve 1 million units in sales by 2030, with a focus on becoming the leading brand in China's new energy commercial vehicle sector [28] - The company plans to invest over 10 billion yuan in heavy-duty truck research and development in the coming years [31]

Core Viewpoint - The new energy heavy truck market in China experienced a strong start in January 2026, with overall sales reaching 20,600 units, a year-on-year increase of 184% [1]. Group 1: New Energy Tractor Truck Market Performance - In January 2026, 15,500 new energy tractor trucks were added, marking a year-on-year increase of 167% but a month-on-month decrease of 46% [2][3]. - The January sales of new energy tractor trucks were approximately 10,000 units higher than in January 2025, representing a 2.67 times increase compared to the same month last year [3]. - The 167% year-on-year growth rate for new energy tractor trucks was 17 percentage points lower than the overall growth rate of the new energy heavy truck market [3]. Group 2: Regional Market Insights - In January, all 30 provincial-level administrative regions in China reported new energy tractor truck additions, with 22 regions adding over 100 units each [4]. - Shanghai led the regions with over 3,000 new energy tractor trucks added, followed by Shanxi, Guangdong, Hebei, and Xinjiang, each with over 1,000 units [4]. Group 3: Company Sales Performance - In January 2026, 14 companies sold over 100 new energy tractor trucks, with 10 companies exceeding 500 units and 6 companies surpassing 1,000 units [8]. - XCMG topped the sales chart with 2,143 units sold, followed by SANY, Heavy Truck, and Jiefang, each selling over 1,500 units [8][9]. - The top ten companies in terms of sales saw significant year-on-year growth, with Dongfeng and United Heavy Truck achieving increases of 170% and 1,706%, respectively [11]. Group 4: Market Share Analysis - In January 2026, four companies held over 10% market share in the new energy tractor truck market, with XCMG at 13.9%, SANY at 12.9%, Heavy Truck at 12.0%, and Jiefang at 11.5% [14]. - The market share of Dongfeng and Shaanxi exceeded 6%, while several other companies maintained shares above 3% [14]. - Changes in rankings were noted, with Jianghuai returning to the top ten list, and SANY, Heavy Truck, and Dongfeng all moving up in the rankings compared to December 2025 [15]. Group 5: Future Outlook - The new energy tractor truck market continued its growth momentum in January 2026, achieving a year-on-year growth rate of 167% [17]. - The sustainability of this growth trend in the coming months remains a point of interest for industry observers [17].

Core Viewpoint - The article highlights the strategic collaboration between CIMC Vehicles, Shaanxi Heavy Duty Automobile, and Chongzuo Urban Construction Logistics to advance intelligent logistics and promote the development of a new energy logistics ecosystem in Guangxi, China [1][5][10]. Group 1: Event Overview - The "South Border New Journey, Smart Connection to ASEAN" event marked the opening of the world's first EV-RT experience center by CIMC Vehicles, aimed at enhancing high-quality development in intelligent logistics [1][11]. - Key leaders from CIMC Vehicles, Shaanxi Heavy Duty Automobile, and Chongzuo Urban Construction Logistics attended the event, emphasizing the deepening of their strategic cooperation [1][5][20]. Group 2: Strategic Collaboration - The partnership signifies a further deepening of strategic cooperation in cross-border transport logistics, guiding the technological, unmanned, and intelligent transformation of logistics in Chongzuo [5][6]. - Shaanxi Heavy Duty Automobile is focusing on innovation, establishing a smart driving technology platform to support unmanned and intelligent transport solutions [10][15]. Group 3: EV-RT Experience Center - The EV-RT experience center serves as a milestone for CIMC Vehicles in embracing the electric vehicle wave, allowing customers to experience the full chain of solutions from vehicle to operation services [11][18]. - The center aims to shift the industry from product competition to ecological collaboration, showcasing the EV-RT ecosystem [18][31]. Group 4: Orders and Deliveries - During the event, Chongzuo Urban Construction Logistics and Guangxi Guiyue Logistics signed an order for 30 integrated new energy tractors, while 20 new energy powder tankers were delivered, supporting the construction of a green logistics system [21][22]. - The event also included a technical partnership award ceremony and the appointment of the global chief experience officer for EV-RT, further solidifying the collaboration [26][30].

Core Viewpoint - The domestic sales of new energy heavy trucks in December 2025 exceeded 45,300 units, marking a year-on-year increase of 198%, setting a new monthly sales record [1][4]. Group 1: Market Performance - In December 2025, the sales of new energy heavy trucks reached 45,300 units, a month-on-month increase of 62% and a year-on-year increase of 198% [4]. - New energy traction trucks accounted for 76.62% of the new energy heavy truck market in December 2025, a slight decrease from the previous month [6]. - The overall sales of heavy trucks in December 2025 were 84,000 units, with traction trucks contributing 51,600 units, reflecting a year-on-year growth of 21% [10]. Group 2: Sales Trends - The new energy traction truck market has shown consistent growth, with sales exceeding 10,000 units for ten consecutive months starting from March 2025 [8]. - December 2025 saw a record monthly sales of 34,700 units for new energy traction trucks, continuing the trend of explosive growth [8][16]. - The average year-on-year growth rate for new energy traction trucks in 2025 reached 239%, with total sales for the year amounting to 176,500 units, an increase of over 120,000 units compared to 2024 [26]. Group 3: Market Share and Competitors - In 2025, the top three companies in the new energy traction truck market were FAW Jiefang, XCMG, and SANY, with cumulative sales of 28,000, 27,400, and 22,900 units respectively [20][23]. - The market share of FAW Jiefang increased by 2.0 percentage points compared to 2024, reaching 15.8% [24]. - A total of 31 companies participated in the new energy traction truck market in 2025, indicating a sustained competitive landscape [19]. Group 4: Regional Distribution - New energy traction trucks were registered in all 31 provincial-level administrative regions in China, with significant concentrations in Shanghai, Guangdong, and Shanxi, which together accounted for over 40% of the market share [13].

Group 1 - IVECO China issued a formal statement addressing recent concerns [1] - In December, sales of new energy tractors surged to nearly 30,000 units, marking a 195% increase, with XCMG leading the market, followed by Jiefang, SANY, Shaanxi Automobile, and Heavy Truck, each exceeding 3,000 units [2] - Jianghuai Commercial Vehicle released its performance report for the full year of 2025 [3] Group 2 - Yuchai's heavy-duty engines have rolled off the production line and undergone testing in Vietnam [4]

Core Viewpoint - In December 2025, the sales of new energy tractors in China reached a record high of 28,600 units, marking a year-on-year increase of 195% and a month-on-month increase of 45% [3][20]. Group 1: Market Performance - The total sales of new energy heavy trucks in December 2025 reached 34,500 units, representing a year-on-year increase of 191% [1]. - The new energy tractor market achieved a monthly sales record with a total of 28,600 units sold in December, which is approximately 2.95 times the sales of December 2024 [3][20]. - The year 2025 saw a cumulative sales figure of 158,300 units for new energy tractors, reflecting a year-on-year growth of 223% [12]. Group 2: Regional Insights - In December 2025, all 30 provincial-level administrative regions in China reported new sales of new energy tractors, with 26 regions adding over 100 units each [4]. - Shanghai led the sales with over 7,000 new energy tractors sold in December, followed by Shanxi with nearly 4,000 units [4][6]. Group 3: Company Performance - In December 2025, 12 companies sold over 100 new energy tractors, with 9 companies exceeding 1,000 units. XCMG topped the list with 4,222 units sold [8][9]. - The top three companies in cumulative sales for 2025 were Jiefang (25,400 units), XCMG (24,900 units), and SANY (22,200 units), all exceeding 20,000 units [12][14]. - The market share of the top five companies in 2025 was over 10%, with Jiefang at 16.0%, XCMG at 15.7%, and SANY at 14.1% [18].

Core Viewpoint - In 2025, FAW Jiefang aims to achieve total vehicle sales exceeding 280,000 units, securing a 22.6% market share in the domestic medium and heavy truck terminal market, maintaining the industry's leading position [1] Group 1: Sales Performance - Total vehicle sales target for 2025 is over 280,000 units [1] - Domestic medium and heavy truck terminal market share is projected at 22.6% [1] - Terminal market share for tractors is 23% [1] - Terminal market share for cargo trucks is 28.9% [1] - Terminal market share for NG vehicles is 27.8% [1] Group 2: New Energy Segment - New energy medium and heavy truck terminal market share is expected to reach 14.8%, an increase of 2.8 percentage points year-on-year [1] - New energy medium and heavy truck sales are ranked first in the industry [1] - New energy tractor terminal market share is 16%, maintaining the top position in the industry [1] Group 3: Export Growth - Overseas exports have achieved a tenfold growth over six years [1]

Policy and Regulations - Chongqing plans to build 60 hydrogen stations by 2035, aiming to promote 4,000 hydrogen fuel cell vehicles, with a daily hydrogen supply capacity increasing from 7,500 kg to over 70,000 kg [9][11] - Qinghai province aims to establish a charging infrastructure with a ratio of charging piles to new energy vehicles of no less than 1:3 by the end of 2027 [12][14] Market Insights - The market for new energy traction vehicles is experiencing explosive growth, with a compound annual growth rate of 116.2% from 2021 to 2024, and sales in the first 11 months of 2025 reaching 140,000 units, 2.5 times the total sales of 2024 [16][18] - The penetration rate of new energy traction vehicles increased from less than 1% in 2021 to 34.8% by November 2025, marking a more than 30-fold increase over five years [16][18] Company Monitoring - FAW Jiefang aims for a sales target of 320,000 units in 2026, a 14% increase from 2025, with a focus on new energy vehicles, which saw a 176.7% year-on-year growth in 2025 [27][28] - Dongfeng Commercial Vehicle targets sales of 176,000 units in 2026, emphasizing the development of a modular global platform [31][32] - Foton Motor is set to launch the Ouma Ke Z pure electric light truck soon [28]