From EVwire · Simon Alvarez · · 2m
China's Electric Heavy Trucks Outsell Diesel in September
China's electric heavy trucks now dominate the market with 50.3% share in September, far ahead of diesel and LNG.
In brief
China's electric heavy trucks now dominate the market with 50.3% share in September, far ahead of diesel and LNG. China sold 33,100 electric heavy trucks in September, capturing 50.3% of the domestic market. Originally reported by EVwire.
China's electric heavy trucks surge
China sold 33,100 electric heavy trucks in September, capturing 50.3% of the domestic market.
Year-over-year growth
Electric heavy truck sales grew 37% from 2025 and 23% more than August, despite a 21% drop in China's overall heavy-truck market.
Electric tractor dominance
Electric tractors, which pull long-haul trailers, accounted for 64.5% of their segment with 25,600 units sold.
Year-to-date sales
China has sold 226,400 electric heavy trucks in the first nine months of 2026, up 64% year-over-year and just 4,700 units shy of 2025 total.
Electric share growth
Electric heavy trucks have climbed from 13.6% of sales in 2024 to 28.9% in 2025, with September pushing past the 50% mark.
Beijing's 2030 target
Beijing's 2030 target for 40% new-energy heavy trucks is reached early, with 50.3% share in September.
CATL's swap network
CATL targets 900 heavy-truck battery swap stations by end of 2026 and 2,000 by 2027, with 10,000 as long-term goal.
Electric vs. LNG trucks
Electric trucks surpassed LNG trucks in registrations by July, with electric at 47% and LNG down to 11%.
Europe's small share
Europe's electric heavy trucks sit at just 2.7% share with 6,470 units registered across the EU, EFTA and UK from January to September.
China's diesel decline
China's diesel consumption is expected to drop by 230,000 barrels per day this year, with a rebound in 2027.
CATL's leadership
Sinotruk leads China's electric heavy-truck race with 36,600 units sold for a 16.2% share, up 139% from 2025.
Electric truck economics
Battery-electric trucks deliver up to 20% cost savings per kilometer compared with diesel, with most fleets recovering costs within four years.
The main idea
China sold 33,100 electric heavy trucks in September, capturing 50.3% of the domestic market.
