Traffic insurance data show that in the first three quarters, the cumulative sales of new energy heavy trucks in China reached 137800, an increase of 184% over the same period last year, exceeding the level of the whole year of 2024, and the penetration rate further increased to 24.21%.
Among them, in September 2025, the new energy heavy truck market sales reached 24.1 million vehicles, an increase of 36% annually and 206% year-on-year. In October, 17 thousand and 100 new energy heavy trucks were added nationwide, an increase of 153% over the same period last year.
Cathay Pacific Haitong Research Report predicts that with the increasingly prominent advantages of new energy heavy trucks in terms of economy and environmental protection, the penetration rate is expected to increase to 35% in 2026 and exceed 50% in 2027.
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