2025年7月份，新能源重卡整体销量同比大增152%，达到1.66万辆！其中新能源牵引车、充 电重卡等细分领域同比增幅均超过190%，销量双双保持超万辆的高水准，此前多月跑输市 场"大盘"，表现一直不那么亮眼的新能源自卸车呢？ 请看第一商用车网的分析报道。 7月实销2094辆，环比、同比双增，创史上最高月销量 根据第一商用车网掌握的终端销量数据（交强险口径，不含出口和军车），2025年7月份，国 内新能源重卡销售1.66万辆，环比今年6月份下降8%，同比增长152%，其中新能源自卸车 销售2094辆，环比增长5%，同比增长67%，交出一份环比、同比双增的成绩单（新能源重 卡、新能源牵引车均是环比降、同比增）。同比增幅较上月（+32%）扩大35个百分点。7月 份，同比增长67%的新能源自卸车市场比新能源重卡整体增速低了85个百分点，继续跑输新 能源重卡市场"大盘"（本文中的"自卸车"均指"重型自卸车"，编者注）。 2025年7月份，新能源自卸车在新能源重卡市场占到12.57%的比重，较上月（11.02%）有 所提升。今年1-7月，新能源自卸车在新能源重卡市场占到12.89%的比重，低于2024年全年 16.03 ...

Domestic News - In July, China's industrial production maintained steady growth, with 35 out of 41 major industrial sectors showing year-on-year increases, resulting in a growth rate of 85.4%. The electronic, electrical machinery, and automotive sectors contributed 36.4% to the growth of industrial output [2] - Wuhan's automobile replacement and upgrade policy will be suspended from August 19, 2025, requiring consumers to complete vehicle registration and subsidy applications by August 31, 2025 [3] - Hunan has launched a "mobile power bank" V2G vehicle-to-grid interactive pilot project, allowing excess energy from electric vehicles to be sent back to the grid [4] - Shanghai's first batch of autonomous smart connected taxis has officially started operations, covering 58 locations with a fare structure starting at 16 yuan for trips under 5 kilometers [5] - Dongfeng Motor and China National Chemical Corporation have signed a strategic cooperation agreement to enhance collaboration in technology innovation, supply chain optimization, and overall vehicle solutions [6] - Li Auto has introduced a self-driving tour support plan, offering vehicle inspections and quick repair services along designated travel routes until October 31, 2025 [7] - Great Wall Motors has inaugurated its first factory in Brazil, with plans for a second factory to increase production capacity, targeting annual sales of 250,000 to 300,000 vehicles [8] International News - Global electric vehicle sales increased by 27% in the first seven months of 2025, reaching 10.7 million units, with China leading at 6.5 million units and a growth rate of 29% [10] - Japan's exports of used cars to Sri Lanka surged to 46.9 billion yen (approximately 318 million USD) in the first half of 2025, nearing a six-month export high [11] - Indian automaker Mahindra has launched a limited edition "Batman" electric SUV, with only 300 units available for sale [12][13] - Lucid Motors will offer a $7,500 leasing discount for its Gravity model in response to the upcoming expiration of the U.S. federal electric vehicle tax credit [15] Commercial Vehicles - Dongfeng Motor has delivered its first batch of 50 new energy dump trucks in Yichang, supporting green mining and low-carbon logistics development [16] - Brazil has welcomed its first Chinese hydrogen fuel heavy truck, marking the introduction of Chinese hydrogen and fuel cell technology into the Brazilian market [17] - BYD has announced its first electric small truck, named T4, expanding its commercial vehicle lineup and preparing for a market launch in the second half of 2025 [18] - Dongfeng Motor and JD Group have signed a strategic cooperation agreement focusing on vehicle marketing, after-sales service, and smart logistics [19]

Industry Overview - The new energy dump truck refers to dump trucks powered by non-traditional fuel sources (such as pure electric, fuel cell, hybrid, etc.), primarily used in urban construction, mining, and port logistics [1][6] - The industry has seen rapid growth driven by the "dual carbon" strategy, policy support, new infrastructure projects, and technological advancements leading to cost reductions and performance improvements [6][19] - In 2024, the sales volume of new energy dump trucks in China exceeded 13,112 units, representing a year-on-year growth rate of 97.89% [6][8] - The market penetration rate of new energy dump trucks has increased from less than 1% in 2021 to 26.36% in 2024, indicating significant growth potential [6][19] Market Distribution - The sales network for new energy dump trucks has expanded to cover all 31 provinces in China, with the top ten provinces accounting for 75.85% of total sales [8] - Hebei province leads the market with over 2,500 units sold, capturing nearly 20% of the national market share [8] Market Segmentation - The new energy dump truck market is primarily segmented into pure electric (including battery swap), plug-in hybrid, and fuel cell dump trucks [10] - Pure electric dump trucks dominate the market, with sales increasing from 1,787 units in 2021 to 12,661 units in 2024, achieving a compound annual growth rate of 92.06% [10][11] - Plug-in hybrid dump trucks have shown explosive growth, with sales rising from 1 unit in 2021 to 189 units in 2024, reflecting a compound annual growth rate of 473.88% [10] Competitive Landscape - The concentration of the new energy dump truck industry has been increasing, with the CR5 rising from 63.46% in 2022 to 71.31% in 2024 [13] - Major players like XCMG and China National Heavy Duty Truck Group have seen significant market share increases, with XCMG's share rising from 12.76% in 2021 to 20.23% in 2023 [13][17] Development Trends - Policy support is a key driver for the growth of new energy dump trucks, with expectations for penetration rates to rise from 10% in 2023 to over 20% by 2025 [19] - Technological innovations are accelerating, with improvements in battery technology and the adoption of smart technologies enhancing operational efficiency [20] - The competitive landscape is shifting from price wars to comprehensive competition based on technology, service, and brand, leading to industry consolidation [21]