Commercial new energy vehicle sales in April are here: On May 12, the China Association of Automobile Manufacturers released the production and sales data of the automobile industry in April. In April, automobile production and sales were 2.619 million and 2.59 million respectively, down 12.9% and 11.2% month-on-month, and up 8.9% and 9.8% year-on-year respectively. Among them, commercial vehicle production and sales were 362,000 and 367,000 respectively, down 16% and 17.9% month-on-month, and up 1.3% and 2.7% year-on-year respectively.
In April, the production and sales of new energy vehicles were 1.251 million and 1.226 million respectively, up 43.8% and 44.2% year-on-year, and the penetration rate of new energy vehicles was 47.3%. From January to April, the production and sales of new energy vehicles were 4.429 million and 4.30 million respectively, up 48.3% and 46.2% year-on-year, and the penetration rate of new energy vehicles was 42.7%.
Commercial vehicles have increased steadily! 367,000 units sold in April!
According to the data from the China Association of Automobile Manufacturers, the production and sales of commercial vehicles in April were 362,000 and 367,000 respectively, down 16% and 17.9% month-on-month, and up 1.3% and 2.7% year-on-year respectively. Among them, the sales of natural gas commercial vehicles were 19,000 units, down 35.5% month-on-month and down 12.4% year-on-year. In April, the production and sales of trucks were 317,000 and 323,000 respectively, down 16.8% and 18.2% month-on-month, and up 1.5% and 3.2% year-on-year respectively. From January to April, the production and sales of commercial vehicles were 1.41 million and 1.418 million respectively, up 4.1% and 2% year-on-year respectively. Among them, the sales of natural gas commercial vehicles were 84,000 units, down 3% year-on-year; the production and sales of trucks were 1.242 million and 1.249 million respectively, up 3.9% and 1.4% year-on-year respectively. From the perspective of the commercial vehicle market, the domestic sales of commercial vehicles in April were 281,000 units, a month-on-month decrease of 19.9% and a year-on-year decrease of 0.6%. Among them, the domestic sales of trucks were 247,000 units, a month-on-month decrease of 21% and a year-on-year decrease of 0.1%. In April, commercial vehicle exports were 86,000 units, a month-on-month decrease of 10.9% and a year-on-year increase of 15.3%. Among them, truck exports were 75,000 units, a month-on-month decrease of 7.4% and a year-on-year increase of 15.7%.
New energy commercial vehicles soared year-on-year, with a penetration rate of over 20%!
Data shows that the domestic sales of new energy vehicles in April were 1.025 million units, a month-on-month decrease of 5% and a year-on-year increase of 39.3%. Among them, the domestic sales of new energy commercial vehicles were 70,000 units, a month-on-month decrease of 0.6% and a year-on-year increase of 67%. The proportion of domestic sales to domestic sales of commercial vehicles (i.e., penetration rate) was 24.7%. From January to April, the domestic sales of new energy vehicles were 3.658 million units, a year-on-year increase of 45.2%. Among them, the domestic sales of new energy commercial vehicles were 219,000 units, a year-on-year increase of 54.1%, and the penetration rate was 20%.
In the overseas market, 10,000 new energy commercial vehicles were exported in April, a month-on-month increase of 6.7% and a year-on-year increase of 3.5 times; from January to April, 33,000 new energy commercial vehicles were exported, a year-on-year increase of 2.6 times. In general, new energy commercial vehicles showed a pattern of “internal stability and external growth” in April. Domestic sales were 70,000 vehicles, a slight decrease of 0.6% from the previous month, but a substantial increase of 67% year-on-year. The penetration rate climbed to 24.7%, significantly higher than the average value of January to April (20%), reflecting the acceleration of electrification substitution driven by policies. Exports performed well, with 10,000 vehicles exported in a single month, a year-on-year surge of 3.5 times, and a cumulative export of 33,000 vehicles from January to April (year-on-year +260%), and the effectiveness of the global layout began to show. In terms of structure, new energy has a significant squeezing effect on traditional energy, and the sales of natural gas commercial vehicles have fallen by 12.4% year-on-year, and the electrification trend is irreversible.
Since the beginning of 2025, domestic policy dividends have pushed the penetration rate of new energy commercial vehicles to exceed 25%, and policy dividends and technological progress will drive the new energy commercial vehicle market to maintain a high growth trend. In the long run, driven by both policies and markets, new energy commercial vehicles will accelerate the replacement of traditional fuel vehicles, and intelligence (such as unmanned delivery) and greening will be promoted in coordination, becoming the core force for global logistics decarbonization.
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