Behind 84,500 Heavy Trucks: New Energy Drives All Increment

English summary

### Behind 84,500 Heavy Trucks: New Energy Drives All Increment Time: 2026-07-29 21:12:27 Content: In June, about 84,500 heavy trucks were sold, a year-on-year increase of about 21%. It looks like industry recovery, but after breaking down the power structure, the answer is sharper. In June, domestic mid-and-heavy truck compulsory traffic insurance sales were 84,475 units, up 21.1% year-on-year. But new energy mid-and-heavy trucks sold 37,799 units, doubling year-on-year, with monthly penetration reaching 44.7%. Comparing the same period last year, the overall market net increased about 14,700 units, while new energy net increased about 19,700 units, and traditional power actually decreased by about 5,000 units. New energy contributed 133.8% of the total market net increment. This means heavy trucks are recovering, but recovery is not average. The industry total growth is one layer, and the power structure replacement is a more important layer. Chart: Based on year-on-year retrojection of compulsory traffic insurance, new energy net increment exceeds total market net increment Not Just Subsidies: The Oil-Electricity Price Difference Begins to Convince Fleets Policies are still pushing. ...