According to data provided by the Commercial Vehicle Professional Committee of the China Automobile Dealers Association, the retail sales of new energy commercial vehicles in September 2025 reached 94,400 units, a year-on-year increase of 73.01% and a month-on-month increase of 28.56%. Among them, 97.08% of the sales came from pure electric commercial vehicles, with sales reaching 91,600 units, a year-on-year increase of 73.94%.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/6a3293869b57d167a90651300cb5957a.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/6a3293869b57d167a90651300cb5957a.jpg"/>
In terms of type, the sales of new energy trucks were 54,800 units, accounting for 58.12%, with a year-on-year increase of 95.52% and a month-on-month increase of 16.03%; the sales of new energy buses were 39,500 units, accounting for 41.88%, with a year-on-year increase of 49.18% and a month-on-month increase of 51.22%.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/917ee8e569abcbf5c214c6b0f9e4c9b9.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/917ee8e569abcbf5c214c6b0f9e4c9b9.jpg"/>
From the perspective of enterprise/brand performance, the top 5 enterprises/brands accounted for 37.35% of sales, namely Geely Yuanchen, Foton Motor, SAIC-GM-Wuling, XCMG, and FAW Jiefang.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/ca5013347eded953eba8f4a7caf50b31.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/ca5013347eded953eba8f4a7caf50b31.jpg"/>
From January to September 2025, the cumulative retail sales of new energy commercial vehicles reached 597,200 units, a year-on-year increase of 57.17%. Among them, 96.60% of the sales came from pure electric commercial vehicles, with sales reaching 576,900 units, a year-on-year increase of 58.09%.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/60f73d669f3b3621edeb5dc283b88bf8.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/60f73d669f3b3621edeb5dc283b88bf8.jpg"/>
In terms of type, the cumulative sales of new energy trucks were 371,900 units, accounting for 62.28%, with a year-on-year increase of 96.66%; the cumulative sales of new energy buses were 225,300 units, accounting for 37.72%, with a year-on-year increase of 18.04%.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/24c8712a5a47923cd4287cb5a89d26d6.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/24c8712a5a47923cd4287cb5a89d26d6.jpg"/>
From the perspective of enterprise/brand performance, the cumulative sales of the top 5 enterprises/brands from January to September accounted for 37.54%, namely Geely Yuanchen, Foton Motor, SAIC-GM-Wuling, XCMG, and Kaiyi Automobile
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/3ef8cda23499322fce3c85e8090b5d69.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/3ef8cda23499322fce3c85e8090b5d69.jpg"/>

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According to data from the China Automobile Dealers Association, the cumulative retail sales of new energy commercial vehicles from January to September 2025 reached 597,200 units, a year-on-year increase of 57.17%. Among them, the retail sales in September were 94,400 units, a year-on-year increase of 73.01%. Pure electric commercial vehicles accounted for 97.08% of the sales, with new energy trucks and buses selling 54,800 units and 39,500 units, respectively. The sales share of the top 5 enterprises accounted for 37.35%

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China Automobile Dealers Association: From January to September, the cumulative retail sales of new energy commercial vehicles reached 597,200 units, a year-on-year increase of 57.17%