Core Insights - The commercial vehicle market in China is navigating through policy-driven changes and energy transitions, with a focus on balancing "stock competition" and "incremental expansion" to achieve "high-end survival" [1] - In the first half of 2025, China's heavy truck market sold approximately 539,160 units, marking a 6.9% increase year-on-year, with China National Heavy Duty Truck Corporation (CNHTC) leading the market with a 27.6% share [1][2] - CNHTC's sales in June reached 24,625 units, reflecting a significant year-on-year growth of 29.6%, achieving five consecutive months of growth [1][2] Market Performance - The heavy truck segment is experiencing a rapid transformation, driven by the scrapping and replacement of old operational vehicles in Shandong Province and the increasing penetration of new energy commercial vehicles [2] - The market is focusing on addressing pain points in logistics efficiency and urban distribution scenarios, with CNHTC's growth attributed to its strategic alignment with policy benefits and market needs [2] Product Development - CNHTC has launched multiple benchmark products in the first half of 2025, enhancing its full-spectrum product matrix to meet diverse operational scenarios [3] - The new HOWO TS7 dump truck and the Shandeka G7H gas tractor are highlighted for their superior performance and energy efficiency, catering to high-intensity operational environments [3] Brand and Market Positioning - CNHTC is actively showcasing its brand strength and technological capabilities at major international events, enhancing its visibility and reputation in the global market [9][11] - The company has successfully delivered 154 high-performance engineering vehicles to the Philippines, underscoring its growing influence and recognition in overseas markets [13] Customer Service and Community Engagement - CNHTC emphasizes a "family-like" service approach, providing comprehensive support and emergency services during natural disasters, thereby enhancing its brand loyalty and customer satisfaction [15][17] - The "Family Home" service system aims to improve the quality of life for truck drivers, offering various free amenities to create a supportive industry ecosystem [17] Strategic Outlook - CNHTC's leadership in heavy truck sales reflects a broader industry shift from "scale competition" to "value competition," driven by policies for old vehicle replacement and the acceleration of new energy transitions [19]

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