The monthly penetration rate of new energy heavy trucks has surpassed 50%, setting a new industry record

According to the latest data on compulsory insurance released by the First Commercial Vehicle Network, in 2025, the cumulative sales of domestic new energy heavy trucks will reach 231,100 units, a year-on-year increase of 182%. In December 2025, the terminal sales of domestic new energy heavy trucks surged to 45,300 units; the monthly terminal penetration rate broke through the 50% mark, reaching 53.89%, setting a new industry record. Among them, pure electric heavy trucks performed particularly well, with sales reaching 40,800 units and a market share of 48.6%, achieving a dual historical breakthrough in monthly sales and penetration rate alongside new energy heavy trucks. (Securities Daily)