Sales of 95000 heavy-duty trucks in September（Oct 14）

In September, the heavy-duty truck market experienced a month-on-month rebound, but its performance during the traditional peak season still fell short of expectations.

In September 2026, China's heavy-duty truck market recorded approximately 95,000 units sold (wholesale sales volume, including exports and new energy vehicles), marking a roughly 10% month-on-month increase from August but a year-on-year decline of about 10%. This represents the fourth year-on-year decrease in heavy-duty truck sales this year and the first time three consecutive months have seen a year-on-year decline.

From January to September this year, China's heavy-duty truck industry sold approximately 926,000 units, marking a year-on-year increase of about 13%, with cumulative growth further slowing down.

As the traditional peak sales season, the "Golden September" failed to deliver the expected market rebound. What changes occurred in the heavy-duty truck market in September? How did exports and new energy heavy-duty trucks perform?

The month on month growth has rebounded, but the heavy truck market still faces pressure
From the perspective of sales performance, the heavy truck market has recovered in September compared to July and August, but it is still in a declining range year-on-year.

The market rebounded month on month in September, thanks to seasonal changes, and logistics transportation demand improved compared to the traditional off-season of the previous two months, driving the release of some car purchase demand. However, the overall demand in the domestic market is weak, with low freight rates and pressure on vehicle operating income, which still affects users' willingness to purchase cars.

At the same time, the relatively high sales base in the same period last year also had a certain impact on the year-on-year performance in September this year. As the number of National IV trucks gradually decreases, the incremental stimulus brought by the trade in policy has weakened; The centralized car purchase demand before the AEBS regulation switch is still being digested, and the market destocking process has not yet ended. In addition, the rising prices of traditional fossil fuels such as diesel and LNG have led to a significant year-on-year decline in sales in segmented fields such as LNG heavy-duty trucks and diesel heavy-duty trucks.

Under the combination of multiple factors, although the heavy truck market showed a month on month recovery in September, the overall recovery was limited, and the quality of the "Golden Nine" is still insufficient.

Export maintains growth, overseas markets continue to provide incremental growth
The domestic market is under pressure, and exports remain an important support for the heavy truck industry.

In September of this year, driven by demand from markets such as Africa, Latin America, and Central Asia, China's heavy truck exports continued to grow, with an expected year-on-year increase of about 21%.

In recent years, Chinese heavy-duty truck companies have continued to expand their overseas markets, with increasing product competitiveness and market coverage. The release of demand from overseas markets has brought new growth opportunities to the domestic heavy-duty truck industry and to some extent alleviated the pressure caused by insufficient demand in the domestic market.

Against the backdrop of a phased adjustment in the domestic market, export performance still deserves attention.

Sales of new energy heavy-duty trucks have rebounded, and the market growth momentum continues
In September, the off-season adjustment in the two months leading up to the end of the new energy heavy-duty truck market resulted in sales returning to a relatively high level, becoming an important highlight of the month's heavy-duty truck market.

Data shows that the terminal sales of new energy heavy-duty trucks are expected to exceed 33000 units in September, an increase of nearly 40% compared to the same period last year's 24000 units, and an increase of over 20% compared to August. Compared to the average monthly sales of about 26000 vehicles in July and August, the market performance improved significantly in September.

From the perspective of growth pace, the new energy heavy-duty truck market experienced rapid growth in the second quarter of this year, but in the third quarter, the sales growth rate slowed down due to factors such as concentrated demand release and traditional off-season. At the same time, with the gradual increase in sales of new energy heavy-duty trucks in the same period last year, the year-on-year growth rate this year is also affected by changes in the base.

However, judging from the sales performance in September, the new energy heavy-duty truck market still maintains a strong growth momentum. With the continuous increase in users' attention to vehicle operating costs and the continuous expansion of new energy heavy-duty truck application scenarios, its market development still has great potential.

The market trend in the fourth quarter still needs to be continuously monitored
Overall, the heavy truck market rebounded in September compared to the previous month, but still declined year-on-year, and the driving effect of the traditional peak season has not yet been fully demonstrated.

The export market continues to grow, and the sales of new energy heavy-duty trucks have rebounded, providing important support for the industry. At the same time, changes in domestic logistics demand, user operating revenue, and demand brought about by previous policies will still affect subsequent market performance.

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