In August, NEW ENERGY light truck actual retail sales were 19,400 units, up 9% year-on-year; the market continues “six consecutive increases”

　　According to compulsory traffic insurance statistics, in August 2026, China's NEW ENERGY light truck market sold 19,400 units, up 3% month-on-month and up 9% year-on-year, achieving “six consecutive increases” year-on-year. Compared with July's 29% year-on-year increase, August market growth slowed somewhat, but month-on-month growth resumed, and overall it remained at a relatively high level. In August, the penetration rate of NEW ENERGY light trucks reached 37.84%, significantly higher than 31.27% in the same period last year.

　　Among the top ten enterprises by August sales, FOTON ranked first with 3,217 units, Farizon NEW ENERGY Commercial Vehicle ranked second with 3,002 units, and JAC ranked third with 1,603 units. Chery Commercial Vehicle grew 177% year-on-year, FAW JIEFANG grew 157% year-on-year, and Jiangling Motors grew 213% year-on-year, showing relatively prominent growth momentum.

　　In terms of cumulative performance, from January to August 2026, NEW ENERGY light trucks achieved cumulative actual retail sales of 137,600 units, up 31% year-on-year, 32,300 units more than the same period last year.

　　In the August 2026 Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index List, brands such as JAC 1 Card, Feidie Auto, FOTON Auhang Aumark, Farizon NEW ENERGY Commercial Vehicle, SAIC Yuejin, FAW JIEFANG Light Truck, DFAC Light Truck, BYD, and FOTON Aoling maintained relatively high attention.

JAC 1 Card.

　　In August 2026, JAC NEW ENERGY light truck sales were 1,603 units, with a market share of 8.3%, down 26% year-on-year; cumulative sales from January to August were 12,400 units, up 39% year-on-year, with a cumulative share of 9.0%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, JAC 1 Card had an attention index of 2,165.

　　On August 20, 40 JAC NEW ENERGY ES6 refrigerated trucks completed batch delivery in Jiaxing, Zhejiang, and will be put into daily operations of cold-chain logistics in the Yangtze River Delta. The vehicles offer 100/120/140kWh battery versions and support 2C dual-gun fast charging, going from 20% to 80% in as fast as 18 minutes; the motor has a peak power of 170kW and peak torque of 420N·m, and the vehicles adopt a 180mm straight-through beam and professional refrigeration units. For high-frequency cold-chain transportation, the vehicles have targeted configurations in range, energy replenishment, power, and temperature control.

Feidie Auto.

　　In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, Feidie Auto had an attention index of 1,667, placing it among the leading brands. In terms of NEW ENERGY light truck products, Feidie Auto continued to improve its product layout around urban distribution and cross-city logistics, and optimized vehicle adaptability according to road conditions in different regions.

　　On August 15, Feidie Auto's “Dianfeng Meeting -- Cross-City Flagship New Product Launch Event” was held in Kunming, Yunnan, officially unveiling the cross-city flagship new product. The new product adopts a 2120mm ultra-wide cab, balancing driving/riding space and transportation needs, and is adapted to working conditions such as mountainous roads and cross-city transportation in the Yunnan-Guizhou-Sichuan-Chongqing region. At the same time, the “Feidie Escort System” was launched, covering services such as whole-vehicle and battery warranties and free maintenance, further improving the use guarantee for NEW ENERGY light trucks.

FOTON.

　　In August 2026, FOTON NEW ENERGY light truck sales were 3,217 units, with a market share of 16.6%, up 11% year-on-year; cumulative sales from January to August were 20,800 units, up 15% year-on-year, with a cumulative share of 15.1%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index List, the attention indexes of FOTON Auhang Aumark, FOTON Aoling, and CAVAN were 1,416, 973, and 566, respectively.

　　FOTON Auhang Aumark.

　　On August 18, the first stop of the FOTON Qimingxing Efficiency Appreciation Season “Hu Huanyong Line” opened in Tengchong, Yunnan, and the Aumark Z smart ecological high-end battery-electric light truck appeared with the event.

　　The vehicle is equipped with a 140kWh large-capacity battery, has a range of up to 450 kilometers, and is equipped with an efficient electric drive and smart chassis, focusing on transportation scenarios such as plateaus and mountainous areas, border ports, and urban-rural distribution. This appreciation event will carry out real transportation verification along the Hu Huanyong Line, allowing the vehicle to undergo actual tests on more complex roads and transportation radii.

　　FOTON Aoling.

　　From August 27 to 30, the FOTON Qimingxing Efficiency Appreciation Season · Hu Huanyong Line (Season 2) Dali Stop was held, and the Aoling Jidian battery-electric light truck completed a four-day real-vehicle test in the mountainous areas of the Yunnan Plateau. The vehicle is based on the Qimingxing native battery-electric platform, is equipped with a 100 to 165 kWh lithium iron phosphate battery, has solid range, and can charge from 20% to 80% in 18 minutes under 2C fast charging.

　　The chassis adopts a low-center-of-gravity design, and with brake-by-wire and intelligent assisted driving, it is more stable when cornering and going downhill; the power reserve is sufficient, and climbing at full load is effortless. The actual test covered scenarios such as continuous mountain roads, sharp curves and long slopes, and urban distribution cold chain, verifying the vehicle's reliability in complex terrain and providing an efficient choice for fresh produce outbound transportation in Yunnan and urban-rural green transportation.

　　CAVAN.

　　On August 28, the FOTON Brand Day and New Product Launch Event was held in Beijing. CAVAN announced that products on all three major platforms—micro, light, and heavy—had achieved mass production, further improving the NEW ENERGY commercial vehicle product matrix.

　　Among them, CAVAN Letu is positioned as a NEW ENERGY light truck, offering 100-165kWh battery options, with a high-speed full-load range of up to 450 kilometers, and supports 2C fast charging, adding about 200 kilometers of range in 10 minutes. The product covers scenarios such as urban distribution and cold chain, further completing CAVAN's product layout in the light logistics field.

Farizon NEW ENERGY Commercial Vehicle.

　　In August 2026, Farizon NEW ENERGY Commercial Vehicle's NEW ENERGY light truck sales were 3,002 units, with a market share of 15.5%, down 8% year-on-year; cumulative sales from January to August were 21,500 units, down 1% year-on-year, with a cumulative share of 15.6%. The August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index was 1,379.

　　Farizon Xingzhi T9E is a battery-electric light truck currently emphasized by Farizon NEW ENERGY Commercial Vehicle, positioned for intercity heavy-load and high-frequency transportation scenarios. The vehicle is built on Farizon's 3.0-generation NEW ENERGY light truck X platform, offers multiple battery options including 133kWh, 154kWh, CATL 120kWh, and 140kWh, supports 2C liquid-cooled/liquid-heated supercharging, and can go from 20% to 80% in as fast as 18 minutes.

　　In terms of power, it is equipped with the Zhixin e-drive system, with a peak power of 185kW, some versions reaching 235kW, and adopts a two-speed e-drive axle; the chassis adopts a 214mm web-height high-strength steel straight-through beam and matches a 4-ton front axle and 8-ton rear axle, balancing heavy-load transportation and intercity travel needs.

SAIC Yuejin.

　　In August 2026, Yuejin NEW ENERGY light truck sales were 1,247 units, with a market share of 6.4%, down 55% year-on-year; cumulative sales from January to August were 12,100 units, up 28% year-on-year, with a cumulative share of 8.8%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, SAIC Yuejin was 1,346.

　　On August 18, the National NEW ENERGY Operator Mid-Year Conference was held in Suzhou, and six key operators completed on-site signings. The conference carried out cooperation around the promotion and operation of NEW ENERGY commercial vehicles in the second half of the year, further promoting coordination of vehicle sales, operations, and service resources.

　　For NEW ENERGY light trucks, operator participation can connect vehicle procurement, vehicle management, and daily service, and is especially suitable for continuous operation scenarios such as high-frequency urban distribution, providing new channels for NEW ENERGY light trucks to further expand their applications.

FAW JIEFANG Light Truck.

　　In August 2026, FAW JIEFANG NEW ENERGY light truck sales were 878 units, with a market share of 4.5%, up 157% year-on-year; cumulative sales from January to August were 5,850 units, up 111% year-on-year, with a cumulative share of 4.3%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, FAW JIEFANG Light Truck was 1,150.

　　On August 9, as Typhoon “White Dolphin” approached Zhejiang, Mr. Zhang, a car owner, found that his FAW JIEFANG light truck Tiger 6G NEW ENERGY vehicle, which had been parked overnight, could not start due to rainwater immersion. The FAW JIEFANG Light Truck service team rushed to the scene in the rain and successfully repaired the vehicle after jump-starting and system troubleshooting, and moved the people and vehicle to a safe area.

　　As a main NEW ENERGY model of FAW JIEFANG Light Truck, the Tiger 6G is equipped with a lithium iron phosphate battery and three-electric system, and features wading protection and high-reliability design. This rescue verified the vehicle's durability under extreme weather and the brand's after-sales response capability, providing practical case support for the operational guarantee of NEW ENERGY light trucks under harsh working conditions.

DFAC Light Truck.

　　In August 2026, DFAC's NEW ENERGY light truck sales were 965 units, with a market share of 5.0%, up 65% year-on-year; cumulative sales from January to August were 7,701 units, up 90% year-on-year, with a cumulative share of 5.6%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, DFAC Light Truck was 1,037.

　　The DFAC Qiankun K6E is a battery-electric light truck recently emphasized by DFAC Light Truck, positioned for scenarios such as cold chain, green-channel transportation, and urban distribution. The vehicle is equipped with CATL batteries, Inovance motors, and DFAC Dana e-drive axles, has a peak power of 170kW, offers a 140.41kWh battery version, and adopts an 800V high-voltage platform, supports ultra-fast charging, and can replenish to 80% in about ten-plus minutes. The chassis adopts a high-strength steel straight-through beam and offers 4.5-ton and 6.5-ton e-drive axle options, balancing power, energy replenishment efficiency, and load-bearing capacity.

BYD.

　　In August 2026, BYD NEW ENERGY light truck sales were 1,002 units, with a market share of 5.2%, up 50% year-on-year; cumulative sales from January to August were 6,466 units, up 63% year-on-year, with a cumulative share of 4.7%. In the August Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index, BYD was 989.

　　BYD light truck T5 offers battery-electric and hybrid versions, covering various body types such as box trucks, stake trucks, drop-side trucks, and refrigerated trucks. The battery-electric models are equipped with Blade Battery, offer battery options such as 82kWh, 90kWh, 100kWh, and 132kWh, and support 2C fast charging; some models use a 150kW motor and are also equipped with DiLink intelligent system, remote control, and fleet management functions. Around scenarios such as urban distribution, express delivery, supermarkets, and cold chain, T5 further strengthens vehicle efficiency and digital management capabilities.

　　Looking ahead, the improvement in logistics demand brought by the traditional “Golden September and Silver October” is expected to drive a month-on-month rebound in the NEW ENERGY light truck market. Combined with the continued implementation of the policy for scrapping and updating old operating trucks and the gradual implementation of NEW ENERGY cold-chain distribution subsidies in various regions, NEW ENERGY light trucks still have certain growth space in the fourth quarter.

　　From a long-term trend perspective, NEW ENERGY light trucks will continue to penetrate more scenarios such as high-frequency urban distribution, cold-chain transportation, county-level logistics, and intercity distribution. Battery-electric will remain the mainstream route, while fast charging, battery swapping, large battery capacity, and intelligent management will become important directions for enterprise competition.