August NEW ENERGY Heavy Truck Actual Sales Reach 26,800 Units, Up 51% YoY, Penetration Rate Hits a New High for the Year

　　According to compulsory traffic insurance actual sales data, in August 2026, domestic NEW ENERGY heavy truck sales reached 26,800 units, up 1% month-on-month and up 51% year-on-year. In the same period, the overall heavy truck market recorded actual sales of 56,500 units, down 15% year-on-year. NEW ENERGY heavy trucks continued to grow, and market penetration rose to 47.43%, a new high for the year.

　　In terms of cumulative performance, from January to August, cumulative sales of NEW ENERGY heavy trucks reached 193,300 units, up 70% year-on-year, and cumulative penetration reached 36.59%, an increase of 7.7 percentage points over the full year of 2025. Affected by the high base, the cumulative growth rate fell 4 percentage points from 74% in January-July, but the share of NEW ENERGY heavy trucks in the overall heavy truck market continued to rise.

　　In the August 2026 Transport People Reputation Commercial Vehicle and Parts Attention Index List, brands such as SINOTRUK, ZERON, Farizon NEW ENERGY Commercial Vehicles, XCMG Heavy Truck, SHACMAN, FOTON AUMAN, Beijing Trucks, Dongfeng Liuzhou Motor Chenglong, GAC Lingcheng, FAW JIEFANG, and Dongfeng Trucks ranked among the top in attention.

SINOTRUK.

　　In August, SINOTRUK's NEW ENERGY heavy truck sales were 4,923 units, with a market share of 18.4%, up 176% year-on-year, ranking first in monthly sales; from January to August, cumulative sales were 31,100 units, up 144% year-on-year, with a market share of 16.1%, up 4.9 percentage points from the same period. In the August brand index list, SINOTRUK's attention index was 1,961.

　　On August 5, SINOTRUK held a batch delivery ceremony for HOWO NEW ENERGY tractors in Qingdao, delivering 150 HOWO NEW ENERGY heavy trucks to a large container logistics company. The vehicles will be put into short- and medium-distance container transportation in Shandong and surrounding provinces.

　　This delivery focused on port containers and regional short- and medium-distance transportation. High-frequency, fixed-route operating scenarios have also become an important foothold for the further scaled application of NEW ENERGY heavy trucks.

ZERON.

　　In the August brand index list, ZERON's attention index reached 1,838.

　　On August 21, the regional launch and delivery ceremony of ZERON's port tractor special vehicle in Tianjin Port was held, where 50-unit order signing and 30-vehicle delivery were completed on site. Previously, ZERON's port tractor special vehicle had been launched in Shenzhen and Ningbo. After entering Tianjin Port this time, it further formed a market layout covering core ports in South China, East China, and North China.

Farizon NEW ENERGY Commercial Vehicles.

　　In August, Farizon NEW ENERGY Commercial Vehicles' NEW ENERGY heavy truck sales were 1,261 units, with a market share of 4.7%, up 44% year-on-year; from January to August, cumulative sales were 11,000 units, up 99% year-on-year, with a cumulative market share of 5.7%. Its August attention index was 1,576.

　　On August 28, the rollout and centralized signing ceremony for Geely Farizon battery-swap heavy truck new products was held in Jinzhong. On site, a total of 5,700 NEW ENERGY heavy truck orders were signed with CATL, Chengfeng Freight, Datong Hongranda, and others.

　　The Farizon Xinghan G battery-swap heavy truck rolled off the line during the same period, equipped with a 513 kWh battery and a self-developed electric drive axle, adopting bottom battery-swap technology. The complete vehicle, power battery, and operating customers simultaneously participated in the large-scale order signing, further advancing the regional procurement and commercial operation of battery-swap heavy trucks.

XCMG Heavy Truck.

　　In August, XCMG's NEW ENERGY heavy truck sales were 3,768 units, with a market share of 14.1%, up 33% year-on-year; from January to August, XCMG Automobile's cumulative sales were 30,800 units, up 66% year-on-year, with a cumulative share of 15.9%. Its August attention index was 1,501.

　　In August, XCMG NEW ENERGY heavy trucks completed delivery of more than 100 600-kWh NEW ENERGY tractors in Yinchuan, Ningxia. The customer is a steel mill logistics company. Previously, the customer trial-used 10 XCMG NEW ENERGY tractors and, after completing actual operation verification, further purchased 170 units.

　　During the same period, 400-kWh bottom-mounted charging tractors were put into coal transportation for a power plant in Guang'an, Sichuan. High-frequency transportation scenarios such as steel mills and power plants continued to be the main application directions for XCMG NEW ENERGY heavy trucks, and actual customer operating data further participated in subsequent procurement decisions.

SHACMAN.

　　In August, SHACMAN's NEW ENERGY heavy truck sales were 1,979 units, with a market share of 7.4%, up 2% year-on-year; from January to August, cumulative sales were 16,000 units, up 23% year-on-year, with a cumulative share of 8.3%. The August attention index was 1,455.

　　In August, SHACMAN NEW ENERGY batch delivery and strategic cooperation signing activities were held in Yangxian, Shaanxi, and the first batch of Delong X5000E electric dump trucks was delivered. During the same period, batch deliveries of NEW ENERGY heavy trucks were also completed in Xinjiang and other places.

　　Around relatively fixed transportation scenarios such as engineering transportation and mining areas, SHACMAN NEW ENERGY dump and tractor products continued to expand their application scope, with batch deliveries and strategic cooperation advancing simultaneously.

FOTON AUMAN.

　　In August, FOTON AUMAN's NEW ENERGY heavy truck sales were 2,320 units, with a market share of 8.7%, up 43% year-on-year; from January to August, FOTON Automobile's cumulative sales were 15,800 units, up 56% year-on-year, with a cumulative share of 8.2%. FOTON AUMAN's August attention index was 1,345.

　　On August 14, FOTON AUMAN held the Sichuan-Tibet regional launch event for the AUMAN Galaxy T pure electric dump truck in Chengdu, with 36 units sold on site. The model targets heavy-load transportation scenarios such as mines, sand and gravel, and muck, and is adapted to the high-cold, long-slope, and complex road conditions in the Sichuan-Tibet region.

　　This regional launch further supplemented AUMAN's NEW ENERGY dump truck product matrix, and the application scenarios of NEW ENERGY heavy trucks also extended from trunk line transportation to mining, engineering, and plateau transportation.

Beijing Trucks.

　　In the August brand index list, Beijing Trucks' attention index was 1,250.

　　On August 11, Beijing Trucks released the Zhuimeng EV NEW ENERGY heavy truck in Changzhou and completed signing for 800 units. Based on the exclusive forward-developed "Yi" platform, the vehicle adopts a native pure electric architecture, is equipped with CTB batteries, a 7-in-1 integrated electronic control system, and an oil-cooled flat-wire motor with 99.7% efficiency. The 600-kWh version can achieve a range equivalent to a 660-kWh level.

　　At the same time as the launch event, the Million-Kilometer Dream Home Club was established, and maintenance, repurchase, and operation and maintenance rights were launched for high-mileage old customers.

DFAC.

　　In August, DFAC's NEW ENERGY heavy truck sales were 2,344 units, with a market share of 8.7%, up 79% year-on-year; from January to August, cumulative sales were 14,700 units, up 79% year-on-year, with a cumulative share of 7.6%. In the August Transport People brand index list, Dongfeng Liuzhou Motor Chenglong's attention index was 1,173, and Dongfeng Trucks' attention index was 1,070.

　　Dongfeng Liuzhou Motor Chenglong.

　　On August 18, Dongfeng Liuzhou Motor and CATL signed a five-year strategic cooperation agreement in Ningde. The cooperation between the two parties further extended from supply chain collaboration to the co-construction of the entire industrial chain ecosystem for NEW ENERGY commercial vehicles.

　　Dongfeng Liuzhou Motor will advance the layout of NEW ENERGY products around scenarios such as tractors, dump trucks, cargo trucks, and special vehicles, and strengthen coordination between power batteries and complete vehicles. The agreement covers a five-year period, with cooperation priorities involving coordination between NEW ENERGY products and the ecosystem, providing solid support for long-term collaboration in power battery resources, complete vehicle development, and subsequent operation services.

　　Dongfeng Trucks.

　　On August 30, Dongfeng Trucks and Anjie Chudao held a delivery ceremony in Wuhan for the first batch of 30 self-developed hydrogen fuel tractors. In March this year, the two parties signed a cooperation agreement for the promotion and application of 1,500 hydrogen-powered heavy trucks. The delivery of the first batch of vehicles means the cooperation has officially shifted from a single-point pilot to scaled operation, and the vehicles will be put into highway transportation scenarios in Hubei.

　　Relying on the actual operation of hydrogen refueling infrastructure, Dongfeng's hydrogen energy business is steadily advancing from demonstration routes to larger-scale commercial operation, and hydrogen fuel heavy trucks have become an important part of its NEW ENERGY strategic layout.

GAC Lingcheng.

　　From January to August, GAC Lingcheng's cumulative sales of NEW ENERGY heavy trucks were 2,235 units, up 150% year-on-year, with a cumulative market share of 1.2%, up 0.4 percentage points from the same period. The August attention index was 1,150, ranking ninth.

　　Since the beginning of this year, GAC Lingcheng has taken the T9 and T7 series as its core and simultaneously advanced three technical routes: supercharging, battery swapping, and hydrogen energy. Among them, supercharging products rely on Huawei's megawatt-level supercharging to achieve 15-minute-level energy replenishment for heavy trucks, battery-swap models target high-frequency transportation scenarios, and hydrogen energy models have already been deployed in demonstration operations in the Greater Bay Area.

　　From the perspective of products and technical routes, GAC Lingcheng's NEW ENERGY heavy truck layout has gradually formed a product system with multiple parallel routes. Future market performance will still depend on actual delivery scale and full life-cycle operating costs.

FAW JIEFANG.

　　In August, FAW JIEFANG's NEW ENERGY heavy truck sales were 3,779 units, with a market share of 14.1%, up 40% year-on-year; from January to August, cumulative sales were 23,800 units, up 49% year-on-year, with a cumulative market share of 12.3%. The August attention index was 1,073, ranking eleventh.

　　In August, FAW JIEFANG and Dechengda Logistics held a delivery ceremony in Shenzhen for the first batch of 200 J6P battery-swap NEW ENERGY tractors. The vehicles will serve low-carbon logistics in South China and port transportation in the Pearl River Delta.

　　This delivery promoted Jiefang battery-swap tractors to further enter port and regional logistics scenarios and also became an important project for its batch deployment of NEW ENERGY heavy trucks in August.

　　Looking ahead to September-October, after entering the traditional sales peak season, the release of demand in logistics, ports, engineering, and other scenarios, as well as the further improvement of the NEW ENERGY heavy truck energy replenishment network and vehicle operating efficiency, will continue to affect market growth.

　　At the same time, technical routes such as battery swapping, supercharging, and hydrogen energy will continue to compete around different transportation scenarios. The advancement of NEW ENERGY and intelligence will continue, and global market expansion will also become an important direction for commercial vehicle companies' subsequent product layouts.