As 2026 begins, the new energy heavy-duty truck (NEHDT) market maintains its strong momentum. Data from compulsory traffic insurance shows that domestic NEHDT sales reached 16,100 units in January, a 127% year-on-year increase.

　　Within this wave, Sinotruk's performance has been particularly impressive. January NEHDT sales hit 2,447 units, up 154% year-on-year, capturing a 15.2% market share and securing the second position in the industry. In December 2025, Sinotruk even topped the sales charts with 6,022 units sold, a staggering 291% year-on-year surge. For the full year of 2025, Sinotruk's total NEHDT sales reached 27,300 units, a remarkable 249% increase over the previous year.

　　In this highly contested NEHDT arena, Sinotruk's path to leadership lies in its comprehensive strategy covering products, technology, and ecosystem. This momentum is now truly unstoppable.

Sitrak: Hardcore Technology, Full-Scenario Coverage

　　As a high-end brand with "German DNA," Sitrak focuses on hardcore technology and full-scenario coverage in the new energy sector.

　　For tractors, the flagship G7M model offers two solutions: "central drive" and "integrated e-axle." The central drive solution features a self-developed motor with 490 kW peak power, a chassis validated under extreme heat, cold, and high-altitude conditions, and an IP68-rated three-electric system. The integrated e-axle solution combines the motor, gearbox, and axle, with three motors delivering a synergistic peak power of 825 kW. This design reduces weight by 400 kg compared to traditional setups and achieves comprehensive energy consumption below 1 kWh per kilometer, significantly enhancing operational economy.

　　For construction vehicles, the Sitrak G7S new energy dump truck is engineered for demanding conditions. It features a tight 7.46-meter turning radius for flexible maneuvering in narrow tunnels, a ground clearance of 810mm to withstand bumps and scrapes on construction sites, and a three-layer high-strength steel frame to prevent deformation under heavy loads. Paired with a MAN-technology engineering transmission featuring an 8.79 first gear ratio, it offers powerful climbing and off-road capability.

　　For specialized vehicles, Sitrak has launched an 8×4 pure electric chassis. With standardized interfaces and integrated circuit control design, it can easily adapt to various superstructures like sanitation equipment, powder tankers, crane trucks, and oilfield machinery. Battery options range from 232 kWh to 600 kWh. Combined with an intelligent energy management system and 5-speed regenerative braking, it saves 15% more energy than the industry average, achieving versatility with specialization.

Howo: The People's Heavy Truck Accelerates Penetration

　　As the sales pillar in the fuel era, Howo leverages its broad user base and accessible positioning to bring the same momentum into the new energy track.

　　For the construction market, the Howo TS new energy dump truck focuses on efficiency and reliability. Its 600 kW motor, paired with a MAN-technology engineering transmission, delivers strong performance. The 600 kWh battery pack supports dual-gun 600A fast charging, significantly reducing recharging downtime. A reinforced frame and integrated chassis design ensure stability even under rough operating conditions on construction sites. This model is already in large-scale operation across multiple regions.

　　For the express and parcel delivery market, the Howo TS 4×2 pure electric tractor highlights "long range and high safety." Its dual-motor e-axle delivers 550 kW peak power. An under-slung 600 kWh battery lowers the center of gravity, providing sufficient range for intercity line-haul operations. Safety features like automatic emergency braking, lane departure warning, and all-round blind-spot monitoring provide reliable protection for round-the-clock express transportation.

　　Furthermore, the Howo TX series has achieved success in multiple segments: the TX pure electric mixer truck achieves compliant 32-ton operation through lightweight design; the TX pure electric cargo truck features a self-developed e-axle with over 98% transmission efficiency, an 8-year battery life, and support for 4,500 charge-discharge cycles; and the TX pure electric bulk feed transport truck, with IP68 protection and high-strength steel tank, precisely meets the full-chain needs of the livestock breeding industry.

Ecological Moat: Selling More Than Just Vehicles, Selling "Solutions"

　　A comprehensive product matrix is Sinotruk's "face," while its deeply developed ecosystem is its solid "backbone." In July 2025, Sinotruk Group Jinan Intelligent Equipment Co., Ltd. was established, positioned as a "commercial vehicle new energy total solution provider." This solution covers three key areas:

　　Charging Infrastructure: Full coverage from 7 kW AC chargers to 2500 kW flexible charging piles, with charging efficiency exceeding 96% and power loss controlled between 6% and 8%, significantly better than the industry average of 10% to 15%.

　　Financial Support: Low-interest installment solutions through diverse models like battery banks, full-vehicle leasing, and joint venture charging stations, effectively lowering the initial investment threshold for users.

　　Operational Value-Add: Deep integration of the charging network with vehicle operations to create a commercial closed loop of "vehicle sales – charging services – operational value-add."

　　Sinotruk is also actively collaborating with industry partners to expand NEHDT applications. In December 2025, Sinotruk, together with CATL and Bashu Logistics, established China's first NEHDT battery-swapping trunk line on the Shanghai-Chengdu Expressway. The 1,250-kilometer Sichuan-Chongqing-Hubei section features 12 strategically placed swapping stations, completing a swap in just 5 minutes.

　　Operational data reveals electric heavy-duty trucks on this route have a per-kilometer cost approximately RMB 0.62 lower than diesel trucks, meaning a single truck traveling 100,000 kilometers annually can earn nearly RMB 60,000 more. The first 200 swapping trucks are already in operation, and a strategic agreement for an additional 1,000 units has been signed.

　　Why is Sinotruk's New Energy Push Unstoppable?

　　Because its success isn't just about one or two popular models, but a victory of the entire ecosystem. The dual-brand strategy of Sitrak and Howo achieves broad coverage from high-end to mass-market and from tractors to specialized vehicles. The parallel advancement of multiple technology routes—pure electric, battery-swapping, hybrid, and range-extended—represents deep strategic reserves. Meanwhile, the charging/swapping ecosystem and financial services address users' core concerns from multiple angles, lowering decision-making barriers.

　　Sinotruk has already built a comprehensive, multi-dimensional offensive in the NEHDT sector. With this foundation, the market breakthrough is a natural outcome.