According to the latest data, China added 15,800 new energy heavy trucks in August 2025 (data sourced from heavy freight vehicle Beidou operating license network registration sales, excluding compulsory insurance sales, exports, and military vehicles), down 3% month-over-month but up 169% year-over-year. The August figures show a month-over-month decline but year-over-year growth trend, with monthly sales approximately 400 units lower than July 2025 but nearly 10,000 units higher than August 2024, representing 2.69 times the same period last year.

Industry analysis indicates that since Q2 2025, new rounds of truck trade-in policies have been implemented across provinces, municipalities, and autonomous regions nationwide, gradually stimulating the new energy heavy truck market and maintaining consistently high monthly sales levels. Meanwhile, new energy heavy truck demand is increasingly driven by market forces. Under the dual drivers of policy and market demand, the average monthly sales of new energy heavy trucks exceeded 12,000 units in the first eight months of 2025, with six consecutive months of sales exceeding 10,000 units from March to August. The average sales from June to August approached 16,000 units, demonstrating visibly robust market activity.

In August 2025, 30 provincial-level administrative regions recorded new energy heavy truck additions, with 21 regions adding over 200 units in a single month. Shanghai, Shanxi, and Shandong provinces/municipalities each added over 1,000 units in August, with Shanghai exceeding 3,000 units. As of August, 23 provincial-level administrative regions have recorded over 1,000 new energy heavy truck sales in 2025, with eight provinces/municipalities/autonomous regions including Shanghai, Sichuan, Shanxi, Hebei, Henan, Xinjiang, Shandong, and Yunnan exceeding 4,000 units. Shanghai's cumulative sales approached 20,000 units, while Sichuan and Shanxi provinces both exceeded 8,000 units.

According to Beidou network registration statistics, 12 companies achieved new energy heavy truck sales exceeding 100 units in August 2025, with 11 companies surpassing 300 units and seven companies exceeding 1,000 units (unchanged from the previous month). XCMG maintained its monthly sales championship with 2,778 units. Jiefang and Sany ranked second and third respectively, both exceeding 2,000 units with 2,276 and 2,242 units respectively, differing by only 34 units. Shaanxi Auto ranked fourth with 1,830 units. Sinotruk, Foton, and DONGFENG GROUP ranked fifth through seventh with 1,533, 1,495, and 1,046 units respectively. Geely Commercial Vehicle sold 777 units for eighth place, while United Trucks and Yutong ranked ninth and tenth with 392 and 319 units respectively.

Regarding year-over-year growth rates, most mainstream new energy heavy truck companies achieved sales growth in August, with nine of the top ten companies achieving double-digit growth. Foton and United Trucks led growth with 505% and 684% year-over-year increases respectively. Sany, Shaanxi Auto, and Geely Commercial Vehicle grew 207%, 325%, and 212% respectively, outpacing the market's overall 169% growth rate. XCMG, Jiefang, Sinotruk, and DONGFENG GROUP achieved 142%, 162%, 161%, and 124% growth respectively, also achieving double-digit increases.

Compared to July, the August 2025 new energy heavy truck top ten rankings showed the following changes: United Trucks returned to the top ten, rising from 11th place in July to ninth in August. XCMG, Jiefang, Sany, Shaanxi Auto, Sinotruk, Foton, DONGFENG GROUP, Geely Commercial Vehicle, and Yutong maintained their July rankings, while one company dropped out of the top ten.

For January-August 2025, cumulative new energy heavy truck sales reached 98,000 units, up 188% year-over-year, with the cumulative growth rate narrowing by 3 percentage points compared to the 191% growth after July. Ten companies achieved cumulative sales exceeding 2,000 units (with the 11th-ranked company also exceeding 1,000 units). The top five companies - Sany, XCMG, Jiefang, Sinotruk, and Shaanxi Auto - all exceeded 10,000 units with 15,800, 15,500, 14,400, 11,700, and 11,500 units respectively. Foton and DONGFENG GROUP ranked sixth and seventh with 8,373 and 6,215 units respectively. Geely Commercial Vehicle, JAC, and Yutong ranked eighth through tenth with 4,375, 3,032, and 2,282 units respectively.

From cumulative growth perspectives, most mainstream new energy heavy truck companies achieved growth, with many achieving double-digit increases. Jiefang, Sinotruk, Shaanxi Auto, Foton, DONGFENG GROUP, and JAC grew 317%, 224%, 277%, 406%, 216%, and 207% respectively, achieving double-digit growth while outpacing the January-August market performance. Sany and XCMG grew 180% and 177% respectively, achieving double-digit growth but below the overall market growth rate. Geely Commercial Vehicle achieved double-digit growth, while Yutong was the only company in the top ten to decline, down 19%.

Regarding market share, the top five companies by January-August cumulative sales - Sany, XCMG, Jiefang, Sinotruk, and Shaanxi Auto - each held over 10% market share at 16.08%, 15.87%, 14.73%, 11.95%, and 11.72% respectively. Foton and DONGFENG GROUP each held over 6% market share at 8.55% and 6.34% respectively. Geely Commercial Vehicle and JAC each held over 3% market share at 4.47% and 3.09% respectively. The gaps between adjacent companies are relatively small, with XCMG trailing Sany by only 0.22%, and Shaanxi Auto trailing Sinotruk by only 0.23%, suggesting potential ranking changes could occur in the coming months.

In August 2025, new energy heavy truck sales surged 169% year-over-year. While the 15,800 unit sales figure slightly declined from July, it represents a high-level performance (historically second highest). In the first eight months of 2025, the new energy heavy truck market consistently delivered double-digit growth, with double-digit or even multiple-fold growth becoming the norm for mainstream market companies.