CICC: The strong growth momentum in heavy truck exports is expected to continue into 2026, with long-term opportunities for Chinese heavy trucks in overseas markets.

In 2025, the export of heavy-duty trucks in the domestic market is expected to grow significantly, with the momentum likely to continue into 2026.

Zhitong Finance14:47

In February, heavy truck sales reached 73,600 units, marking a year-on-year decrease of 10%, thus ending the consecutive growth trend.

The heavy-duty truck market (including chassis and tractors) sold 73,600 units in February, marking a 30% decline from the previous month and a 10% year-on-year decrease. The year-on-year growth rate turned negative for the first time (the heavy truck market had grown by 46% year-on-year in January), bringing this round of consecutive monthly increases to an end at '10 consecutive months of growth'.

Zhitong FinanceMar 12 15:28

Market Chatter: Wholesale Auto Sales in China Slide 15% in February; March Sales Seen to Decline Due to War

MT NewswiresMar 12 14:47

FAW Jiefang (000800.SZ): Actively advancing the research and development adaptation of solid-state battery commercial vehicles.

According to Gelonghui on March 9, Yiqi Jiefang (000800.SZ) stated on the investor interaction platform that the company's gas-hydrogen heavy trucks have achieved bulk sales and are being operated as benchmark projects in the five major city clusters and hydrogen-rich regions. In terms of liquid hydrogen heavy trucks, the company has completed the first domestic demonstration operation of a liquid hydrogen heavy truck, with a range exceeding 1,000 kilometers, setting a domestic record for endurance. Regarding hydrogen engines, the independently developed heavy-duty hydrogen engine has been deployed in vehicle demonstration operations covering over 20,000 kilometers. In the future, the company will further integrate into the industry and continue to focus on the research, development, operation, and manufacturing of hydrogen energy vehicles. In the field of solid-state batteries, the company is actively promoting their commercialization.

Gelonghui FinanceMar 9 20:38

FAW Jiefang (000800.SZ): The first phase of new energy heavy trucks under the 'Jing E Rent' program by Jiefang Times has been successfully deployed as planned.

Gelonghui, February 27th: FAW Jiefang (000800.SZ) stated on the investor interaction platform that the first phase of new energy heavy trucks under Jiefang Times' 'Jing E Rent' program has been successfully deployed as planned. The business is currently proceeding steadily. The served clients cover key scenarios such as ports, coal, sand and gravel materials, and intercity logistics transportation. Going forward, the company will continue to expand deployment scale, optimize operational services, and accelerate the implementation of its new energy ecosystem.

Gelonghui FinanceFeb 27 15:09

Cui Dongshu: Compulsory insurance data for domestic commercial vehicles shows strong growth in 2025, with domestic commercial vehicle sales increasing by 19% year-on-year in January this year.

On February 24, Cui Dongshu, Secretary General of the China Passenger Car Association, published an article introducing the domestic insurance characteristics of commercial vehicles in China as of January 2026.

Zhitong FinanceFeb 24 13:42