More than half of the heavy trucks sold in China in September were new-energy models. Mysteel, using compulsory-insurance registration data that excludes exports, counts 33,100 new-energy heavy trucks out of 65,800, a 50.28% share. That is the highest share this year.

The numbers

  • New-energy heavy-truck sales rose 37% year on year and 23% from August.
  • The overall heavy-truck market fell 21% year on year.
  • Electrek puts January–September sales of electric heavy trucks at 226,400, up 64%, for a 38.1% share. That is almost as many as in all of 2025.
  • In tractors, the big rigs that pull long-haul trailers, Electrek reports a 64.5% share in September.

Electrek notes the share was 53.9% in December 2025, during a rush before trade-in subsidies ran out. Kpler data it cites put electric at 23% of heavy-duty registrations in March, against 37% for LNG.

Why it matters

Electrek says China's diesel demand is on track to fall by about 230,000 barrels a day this year. It cites an ICCT and CATARC study that found battery-electric trucks about 19% cheaper per tonne-kilometre than diesel in good conditions. Battery swapping is part of the answer to charging time: CATL's Qiji brand plans 900 heavy-truck swap stations by the end of this year. By July, electric reached 47% in Kpler's data and LNG fell to 11%.

The market is well ahead of Beijing's target of 40% new-energy heavy-truck sales by 2030.