September Heavy Truck Sales 98,700 Units, Up 15% MoM; First Nine Months Cumulative Sales 929,400 Units, a New High in Recent Years

According to CAAM data (enterprise wholesale sales basis), in September 2026, China's heavy truck market sold 98,700 units, up 15% month-on-month and down 7% year-on-year. Affected by factors such as market demand adjustment, the year-on-year figure showed "three consecutive declines," but as the traditional "Golden September" peak sales season, September sales rebounded significantly from August, and single-month sales were at a relatively good level among the same period over the past decade.

Among the top ten companies by monthly sales, SINOTRUK maintained first place in monthly sales with 28,348 units, FAW JIEFANG ranked second with 18,545 units, and SHACMAN Group ranked third with 15,095 units. XCMG Automobile, Shandong Leichi, and JAC saw significant year-on-year increases in single-month sales, up 49%, 88%, and 53%, respectively.

From the perspective of cumulative sales, from January to September 2026, the heavy truck market sold a total of 929,400 units, a net increase of about 107,000 units compared with 822,800 units in the same period last year, with cumulative year-on-year growth of about 12.96%. Cumulative sales in the first nine months hit a new high for the same period in the past five years. Overall, the heavy truck market has maintained strong resilience under multiple factors such as policy drivers, NEW ENERGY transformation, and overseas export expansion.

In the September 2026 Transport People Word-of-Mouth Commercial Vehicle and Parts Attention Index Ranking, brands such as Dongfeng Trucks, SINOTRUK, FAW JIEFANG, Dongfeng Liuzhou Chenglong, SHACMAN Heavy Truck, FOTON AUMAN, and XCMG Heavy Truck ranked among the top in attention.

DFAC.

In September 2026, DFAC's heavy truck sales were 11,114 units, with a monthly market share of 11.3%, down 33% year-on-year; cumulative sales from January to September were 125,500 units, with a cumulative share of 13.5%, down 5% year-on-year. In the September brand index ranking, Dongfeng Trucks' attention index was 4,184, and Dongfeng Liuzhou Chenglong's attention index was 2,957.

On September 14, DFAC showcased three hydrogen-powered commercial vehicles at the Hannover Motor Show in Germany, including two heavy trucks and one light truck. DONGFENG-1, based on the T1 commercial vehicle NEW ENERGY platform, targets long-haul trunk logistics, adopts high hydrogen storage capacity and high-power configuration, and features a SUPER cab.

DONGFENG-2 targets resource transportation and has both hydrogen and electric capabilities, demonstrating its depth in hydrogen heavy truck technology R&D and product layout.

SINOTRUK.

In September 2026, SINOTRUK heavy truck sales were 28,348 units, with a monthly market share of 28.7%, up 1% year-on-year; cumulative sales from January to September were 277,100 units, with a cumulative share of 29.8%, up 23% year-on-year. In the September brand index ranking, SINOTRUK's attention index was 3,781.

On September 14, SINOTRUK showcased five SITRAK high-end models at the Hannover Motor Show in Germany, including four NEW ENERGY models. The new-generation SITRAK 4×2 battery electric tractor is equipped with a 600 kWh power battery, has a range of over 500 km, and supports megawatt-level charging; charging from 20% to 80% takes about 23 minutes.

In addition, the exhibited 8×4 battery electric dump truck, 4×2 battery electric light truck, and 6×2 battery electric cargo truck fully cover scenarios such as trunk logistics, engineering construction, and urban distribution, highlighting the SINOTRUK brand's global layout in the electrification field.

FAW JIEFANG.

In September 2026, FAW JIEFANG heavy truck sales were 18,545 units, with a monthly market share of 18.8%, down 9% year-on-year; cumulative sales from January to September were 158,200 units, with a cumulative share of 17.0%, up 4% year-on-year. In the September brand index ranking, FAW JIEFANG's attention index was 3,002.

During the Hannover show, FAW JIEFANG exhibited five complete vehicles and nine core powertrains, with technical routes covering diesel, natural gas, hybrid, battery electric, and hydrogen.

Among them, the CORTRON series heavy trucks developed for the European market made their debut; at the same time, FAW JIEFANG held the global premiere of the TL.X forward-looking concept truck. Aimed at 2036, the vehicle explores three major directions: heritage renewal, personalized customization, and whole-vehicle intelligence, proposing innovative solutions for driving space, energy selection, and intelligent interaction.

SHACMAN Heavy Truck.

In September 2026, SHACMAN Group heavy truck sales were 15,095 units, with a monthly market share of 15.3%, down 14% year-on-year; cumulative sales from January to September were 137,700 units, with a cumulative share of 14.8%, up 3% year-on-year. In the September brand index ranking, SHACMAN Heavy Truck's attention index was 2,467.

On September 20, SHACMAN Heavy Truck held a major customer strategic cooperation and batch vehicle delivery event. Focusing on NEW ENERGY electric drive axles and advanced intelligent driving, it signed cooperation agreements for 500 M5000E electric-drive-axle NEW ENERGY heavy trucks and 500 intelligent-driving heavy trucks, respectively, and delivered the first batch of 100 M5000E and 50 H6000E on site.

The M5000E is specially designed for large-scale transfer in mining areas and features lightweight and low power consumption; the H6000E demonstrated advanced intelligent driving and automated parking functions in parks, accelerating the implementation of NEW ENERGY and intelligent driving products in vertical scenarios.

FOTON AUMAN.

In September 2026, FOTON heavy truck sales were 12,151 units, with a monthly market share of 12.3%, down 10% year-on-year; cumulative sales from January to September were 125,100 units, with a cumulative share of 13.5%, up 20% year-on-year. In the September brand index ranking, FOTON AUMAN's attention index was 2,292.

On September 14, BAIC FOTON completed the delivery of its 13 millionth vehicle worldwide at the Hannover Motor Show in Germany. The delivered model was the FOTON AUMAN Galaxy 9, aimed at the European high-end trunk logistics market.

During the exhibition, FOTON released its European strategy, planning to focus on product localization, energy supply, and aftermarket system development, striving to cover major European markets by 2028. The entry of AUMAN Galaxy 9 into Europe provides solid support for its expansion in overseas high-end markets.

XCMG Heavy Truck.

In September 2026, XCMG Automobile heavy truck sales were 5,200 units, with a monthly market share of 5.3%, up 49% year-on-year; cumulative sales from January to September were 41,300 units, with a cumulative share of 4.4%, up 57% year-on-year. In the September brand index ranking, XCMG Heavy Truck's attention index was 1,945.

At the Hannover show, XCMG displayed NEW ENERGY products covering engineering operations and logistics transportation scenarios. Combining local regulations and operational characteristics, XCMG deeply integrated vehicles, battery charging and swapping facilities, telematics management, spare parts supply, and full life cycle services, launched an overall solution, and promoted the transformation of its business toward coordinated output of "products + operational services."

On September 20, XCMG's all-new generation NEW ENERGY heavy truck Hanjing was globally launched in Xuzhou, Jiangsu, targeting electrified transportation for trunk logistics. The new vehicle adopts a self-developed integrated electric drive axle and intelligent energy management strategy, and obtained the first Level 1 energy efficiency certification in the NEW ENERGY heavy truck industry; it is equipped with a central computing unit, with system computing power increased by 6 times, and supports highway NOA.

The vehicle uses a 1500 MPa hot-formed steel body and multiple battery thermal safety protections. Based on an 800V high-voltage platform, it supports megawatt-level ultra-fast charging, charging from 20% to 80% in less than 20 minutes. At the launch event, XCMG signed contracts with multiple customers, with thousands of orders landed simultaneously.

Overall, in September, the domestic heavy truck market showed a trend of "significant month-on-month rebound and cumulative sales remaining high." Under the combined effect of the advancement of the "trade-in" policy and increased corporate overseas expansion, both supply and demand sides of the market maintained a positive momentum. Facing the test of domestic demand structural adjustment and the alternation of traditional peak and off seasons, mainstream automakers demonstrated strong risk resistance by intensively displaying NEW ENERGY, intelligent, and overseas-specific products.

Entering the fourth quarter, as the "Golden September and Silver October" effect continues and the year-end sprint begins, the heavy truck industry's upgrading pace in the directions of NEW ENERGY, intelligence, and globalization will further accelerate, and the full-year market performance is worth anticipating.