48,952 Vehicles! Swap Heavy Trucks Up 143% Year-on-Year from January to October, XCMG and FAW Compete for Second Place, Shenzhen Leads

Against the backdrop of the national "dual carbon" strategy, new energy heavy trucks have become a core vehicle for low-carbon transformation in the logistics and engineering sectors. The battery swapping model, with its advantage of efficient energy replenishment, is rapidly penetrating the heavy truck market. Latest market data shows that in the first 10 months of 2025, sales of battery-swapped heavy trucks have approached the 50,000 mark, with a year-on-year increase of over 140%, indicating a simultaneous rise in industry popularity and market acceptance.

According to the statistics of Green Heavy Trucks, from January to October 2025, battery-swapping heavy trucks... A total of 48,952 vehicles were sold (including 172 battery-swappable plug-in hybrid models, the same below), representing a year-on-year growth of 142.58%. In October, a total of 5,697 vehicles were sold (including 6 battery-swappable plug-in hybrid models, the same below), marking a year-on-year increase of 108.99%. This data strongly confirms that the acceptance of the battery-swapping model in the heavy-duty truck sector continues to rise.

Note: According to the GB/T 15089-2001 standard for the classification of motor vehicles and trailers, using N3 as the vehicle classification standard, this article refers to new energy heavy-duty trucks that meet the national Ministry of Industry and Information Technology's regulations on new energy vehicles. These include pure electric heavy-duty trucks, fuel cell heavy-duty trucks, and plug-in hybrid (including range-extended) heavy-duty trucks, with a total vehicle mass ≥ 12,000 kg. This encompasses tractors (including semi-trailer tractors), dump trucks (including dump garbage trucks), cargo trucks, concrete mixers, and special vehicles (such as sanitation and engineering vehicles), but does not include chassis, military vehicles, or export vehicles.

From January to October, sales of battery swapping heavy trucks are set to surpass 50,000 units, reflecting a year-on-year growth of 142.58%.

From January to October 2025, the sales of new energy heavy trucks amounted to 159,004 units, with battery swapping heavy trucks accounting for 48,952 units. Compared to the same period in 2024 (20,180 units), this represents a growth of 142.58%, making up 30.79% of the total.

In October 2025, a total of 5,697 battery-swapping heavy trucks were sold, representing a year-on-year increase of 108.98% compared to the same period in October 2024 (2,726 units).

In October, the total sales of new energy heavy trucks reached 20,290 units, with 5,697 units of battery swapping heavy trucks sold, accounting for 28.08%. From January to October 2025, the sales of battery swapping heavy trucks totaled 48,952 units, accounting for 30.79%; pure electric (excluding battery swapping) heavy trucks sold 106,961 units, accounting for 67.27%; fuel cell heavy trucks sold 2,488 units, accounting for 1.56%; and plug-in hybrid heavy trucks sold 603 units (excluding 172 units of battery swapping plug-in models), accounting for 0.38%.

Battery swapping tractorThe proportion exceeds 80%.

According to data from green heavy-duty trucks, from January to October 2025, the sales of battery-swappable heavy-duty trucks reached 48,952 units, of which battery-swappable tractors (including semi-trailer tractors, referred to as tractors) sold 42,946 units (including 172 plug-in hybrid models), accounting for over 80%, reaching 87.73%, and still being the mainstream model of battery-swappable heavy-duty trucks.

Electric dump trucks (including dump-type garbage trucks, hereinafter referred to as dump trucks) sold 4,995 units, accounting for 10.20%. Electric mixer trucks sold 911 units, accounting for 1.86%; electric special-purpose vehicles (sanitation and engineering categories) sold 64 units, accounting for 0.13%; electric cargo trucks sold 36 units, accounting for 0.07%.

From January to October, Shenzhen ranks first in the city sales list.

In January to October 2025, there are280There are cities where electric heavy-duty trucks are sold, and among them, 101 cities have sales exceeding 100 units, while 61 cities have sales exceeding 200 units. Shenzhen ranks first in the electric heavy-duty truck sales list with 4,296 units sold. Shanghai is second with 3,115 units sold, and Guangzhou is third with 2,987 units sold.

In October's corporate sales rankings, Foton Daimler Automotive won the championship.

According to data on green heavy-duty trucks, in October 2025, a total of 31 companies sold battery-swappable heavy-duty trucks, with sales reaching 5,697 units, a year-on-year increase of 108.99%.

In October 2025, the top-selling company isFoton DaimlerCar, sales1165Vehicles, proportion20.45The runner-up in sales is the company.XCMG Group

1061Vehicles, proportion18.62The third-ranked company in sales isRemote New Energy Commercial VehicleSales811Vehicle, proportion14.24%。

Compared to sales in October 2024, sales of battery-swapping heavy-duty trucks in October 2025 experienced rapid growth. Among the top 10 companies, 8 companies achieved positive growth year-on-year compared to October 2024, while 2 companies experienced negative growth. Specifically, Geely New Energy Commercial Vehicles saw a growth of 630.63%, and Foton Daimler Automotive achieved a growth of 1020.1%.

Sales from January to October increased by 142.58% year-on-year, with Daimler and Xugong maintaining the top two positions.

The market for battery-swapping heavy-duty trucks is developing positively, with sales continuously increasing. According to Green Heavy Truck statistics, from January to October 2025, a total of 55 companies sold battery-swapping heavy-duty trucks, with total sales reaching 48,952 units, representing a year-on-year growth of 142.58%.

The total sales of the top three companies reached 24,652 vehicles, accounting for 50.36%; the total sales of the top ten companies reached 47,468 vehicles, accounting for 96.97%. Each of the top ten companies sold more than 1,000 vehicles. Foton Daimler Automotive won the sales "double crown."

In January to October 2025, the top-selling company isFoton Daimler AutomotiveSold 9,565 units, accounting for 19.54%; the runner-up in sales isXCMG GroupSold 8,497 units, accounting for 17.36%; the third place in sales is the company.FAW Jiefang6,590 units were sold, accounting for 13.46%.

Compared to the sales from January to October 2024, the sales of new energy heavy trucks from January to October 2025 saw rapid growth. Nine of the top 10 companies achieved positive growth, while one experienced negative growth. Among them, Foton Daimler Automotive saw a year-on-year increase of 901.57%, and Farizon New Energy Commercial Vehicles grew by 275.31%.

Overall, from January to October 2025, the battery-swapping heavy truck market showed a trend of "high growth and strong concentration," confirming the deep implementation of the battery-swapping model in the heavy truck sector. The absolute dominance of tractors, concentrated penetration in major cities, and the strong leadership of leading companies all make the development trajectory of this field increasingly clear. With the continued efforts of the dual carbon policy, battery-swapping heavy trucks are expected to achieve large-scale application in more scenarios, and the market potential is yet to be further unleashed.