In 2026, the heavy-duty truck industry entered a phase of intense competition, with market competition shifting from simple scale growth to a comprehensive contest of overall strength, system capabilities, and product accumulation, leading to a continued intensification of industry reshuffling. Amid this market transformation, China National Heavy Duty Truck Group (CNHTC), leveraging its profound vehicle manufacturing foundation and robust system capabilities, continues to lead the domestic heavy-duty truck market, demonstrating its absolute dominance. In May, CNHTC’s total heavy-duty truck sales exceeded 34,500 units, a year-on-year increase of over 40.6%. With an exceptionally high market share of 31.5%, it firmly maintains its market dominance; one out of every three heavy-duty trucks sold is from CNHTC, these hard data points confirming its unshakeable industry leadership.
Sinotruk Heavy Duty Truck.
In 2026, the electrification transformation of the industry accelerated, the market size continued to expand, and the industry landscape was rapidly restructured. Coupled with continued support from national policies, the market entered a golden period of rapid growth. Terminal data shows that in May, the total sales volume of new energy heavy-duty trucks in China reached nearly 25,000 units, a year-on-year increase of 93.3%, achieving four consecutive months of growth this year. From January to May, the cumulative sales volume of new energy heavy-duty trucks reached 93,800 units, a year-on-year increase of 78.4%, continuing the industry’s high-growth cycle. In this wave of new energy transformation, China National Heavy Duty Truck Group (CNHTC) topped the sales charts with an absolute advantage, further consolidating its leading position in the industry.
Sinotruk Heavy Duty Truck.
Sinotruk’s New Energy Heavy Trucks Take the Lead, Dominating Both Market Segments
In terms of monthly sales, Sinotruk’s new energy heavy trucks achieved sales of 4,190 units in May, making it the only company to surpass 4,000 units that month. This represents a year-on-year increase of 146%, the highest growth rate among the top ten companies, and its 17% market share solidifies its leading position. This marks the third consecutive month that Sinotruk has held the top spot in monthly sales of new energy heavy trucks, further expanding its leading advantage. From January to May, Sinotruk maintained its leading position in the industry with cumulative sales of 15,158 units, a year-on-year increase of 105.4%, and a market share of 16.2%, leading the entire industry. This growth rate not only far exceeds the industry average but also represents a doubling of growth on a high base.
Sinotruk Heavy Duty Truck.
In specific market segments, Sinotruk also achieved success across multiple fronts. In May, its new energy tractor truck market share reached 14.1%, ranking among the top in the industry; from January to May, its new energy dump trucks took the lead in the industry with a market share of 29.3%. From trunk logistics to urban construction waste, Sinotruk’s product matrix has achieved full-scenario coverage, forming a “dual engine” driving the growth of its new energy business.
Bulk Deliveries Ignite the Market, Howo TX Takes Center Stage Nationwide
Behind the sales figures lies a series of bulk delivery frenzies. Entering the second quarter, Sinotruk’s new energy products saw numerous large orders of hundreds of units placed across multiple regions nationwide, with market enthusiasm continuing to rise. The concrete mixer truck sector performed particularly well. Bulk delivery ceremonies for Howo TX new energy concrete mixer trucks were held in Tianjin, Hangzhou, Jiangmen, Luzhou, Hunan, and other cities, showcasing the Howo TX’s safe, reliable, and efficient product strengths and earning market trust.
Regarding dump trucks, in early May, 30 Sinotruk new energy urban construction dump trucks were successfully delivered in Yichang, while 20 Howo TX dump trucks were simultaneously delivered in Hangzhou, totaling 50 units delivered in both cities. Sinotruk and Howo TX new energy dump trucks combine four core advantages: “green compliance, powerful performance, energy saving and cost reduction, and safety and intelligence,” injecting new momentum into green city construction.
In the tractor truck sector, on April 28th, China National Heavy Duty Truck Group (CNHTC) and Qingdao Shenglong completed a strategic agreement for 200 tractor trucks and delivered the first batch of 50 Howo TX new energy tractor trucks, focusing on port and trunk logistics scenarios.
From tractor trucks at Qingdao Port to concrete mixer trucks in Tianjin and Hangzhou, and dump trucks operating in the dual cities of Yichang and Hangzhou, CNHTC’s new energy products are accelerating their market penetration with a full-scenario coverage approach.
Technological foundation, breakthrough in energy replenishment, and full-cycle service build a competitive moat. Behind its sales leadership lies Sinotruk’s deep cultivation of a comprehensive technological roadmap. With a parallel layout of pure electric, hybrid, and hydrogen fuel cell vehicles, it provides precise solutions for different scenarios. Addressing the energy replenishment anxieties of traditional transportation companies—”difficult charging, complex station construction, and high energy consumption”—Sinotruk launched a one-stop “vehicle + energy replenishment” ecosystem solution, achieving a vehicle-to-charging-pile compatibility efficiency of over 96.5% and making an industry breakthrough with a 5-year extended warranty for the entire charging pile. From heavy-duty mining and port transshipment to urban construction waste transportation, Sinotruk not only provides customized vehicle solutions but also covers the entire lifecycle of services, including site surveys, station design, and long-term operation and maintenance, truly achieving “repurchase upon delivery” and eliminating user concerns with a full-chain guarantee.
The competition in the new energy heavy-duty truck market is not only a contest of products but also a comprehensive battle of technological accumulation, ecosystem layout, and service capabilities. With its profound technological foundation, comprehensive product portfolio, and robust service system, China National Heavy Duty Truck Group (CNHTC) is taking the lead in the new energy vehicle sector, fully supporting the green and low-carbon transformation of China’s commercial vehicles, and contributing CNHTC’s strength to achieving the “dual carbon” goal.
