From January to April 2025, a total of 222,400 domestic heavy-duty trucks were sold, of which 64,100 were natural gas heavy-duty trucks, accounting for 28.82%, which is about 7 percentage points lower than the 35.76% sales in the same period last year.
From the perspective of engines, what are the characteristics and changes of the natural gas heavy-duty truck market in 2025? What is the current pattern of the gas heavy-duty truck engine market?
The 12-13L models account for the largest proportion, and the models with a PS of ≥600 account for more than 13%
According to the terminal sales data (excluding exports and military products) obtained by the First Commercial Vehicle Network, in April 2025, the sales of natural gas heavy-duty truck engines were 17,100 units, a year-on-year decrease of 35%. From January to April this year, the cumulative sales of natural gas heavy-duty truck engines were 64100 units, a year-on-year decrease of 11%.
In terms of displacement, from January to April 2025, the main displacement ranges for gas heavy-duty truck engines are 12-13L and 14-15L, accounting for 42.60% and 39.35% respectively. The proportion of large displacement gas engines with a displacement greater than 15L is 3.65%. Compared with the same period last year, the proportion of large displacement models with engine capacity greater than 15L in the gas heavy-duty truck engine market has increased, while the proportion of 12-13L and 14-15L has decreased (as shown in the figure below).
In terms of horsepower range, from January to April 2025, the main horsepower range of gas heavy-duty truck engines is 400-500ps and 500-600ps, accounting for 38.71% and 45.43% respectively; The proportion of ultra-high horsepower models with a sp of ≥ 600 also reached 13.48%. Compared with the same period last year, the proportion of models with super high horsepower of ≥ 600ps has increased by more than 12 percentage points, while the proportion of models in the 400-500ps and 500-600ps horsepower ranges has decreased (as shown in the figure below)
Weichai's market share exceeds 50%, leading the gap, while Dongfeng's commercial vehicle sales have surged threefold
In April 2025, sales of natural gas heavy-duty truck engines reached 17,100 units, a year-on-year decrease of 35%, and more than 9,000 units were sold less than in April 2024.
In April 2025, there were 5 companies in the gas heavy-duty truck engine market that sold over 1000 units, with Weichai selling 8685 units, continuing to dominate the monthly sales chart of gas heavy-duty truck engines in a gap leading manner, with a monthly share of 50.84%; Cummins (Foton Cummins & Dongfeng Cummins) ranked second with a total sales of 3475 units and a monthly share of 20.34%; Jiefang sold 2255 units and ranked third with a monthly share of 13.20%; Dongfeng Commercial Vehicles and Yuchai ranked 4th and 5th on the monthly list, selling 1265 and 1225 units respectively, with monthly shares of 7.40% and 7.17%, while other companies had shares of less than 1%.
From January to April 2025, the cumulative sales of gas heavy-duty truck engines reached 64,100 units, a year-on-year decrease of 11%. The cumulative sales growth rate turned negative from the previous month (after March, the cumulative sales increased by 4% year-on-year), which is about 7,500 units less than the cumulative sales in the same period last year.
As of April, only 7 companies in the 2025 gas heavy-duty truck engine market have achieved sales (actually 8, Cummins' sales in the first four months came from Fukuda Cummins and Dongfeng Cummins), and the cumulative sales of 7 companies from January to April this year have increased or decreased (5 increases and 2 decreases). Cummins, Jiefang, Yuchai, Dongfeng Commercial Vehicles, and Heavy-Duty Truck increased by 3%, 12%, 56%, 336%, and 28% respectively year-on-year; The cumulative decline of declining companies has reached double digits, with the most severely affected companies experiencing a 30% year-on-year decrease in cumulative sales from January to April this year.
In terms of cumulative market share, from January to April this year, three companies in the natural gas heavy-duty truck engine market had a market share of over 10%, with Weichai ranking first with a market share of over 50%, reaching 52.86%; Cummins (Foton Cummins & Dongfeng Cummins) sold a total of 12,600 units, with a market share of 19.67%, an increase of 2.56 percentage points compared to the same period last year; The market share from January to April was 13.90%, an increase of 2.77 percentage points compared to the same period last year; Yuchai and Dongfeng Commercial Vehicles ranked 4th and 5th, with market shares of 6.30% and 6.07% respectively. The market shares of the two companies have also increased compared to the same period last year, while the market shares of other companies are less than 1%.
Finally, let's take a look at the popular models in the gas heavy-duty truck engine market from January to April this year:
TOP 10 Sales of Natural Gas Heavy Truck Engines from January to April 2025
Conclusion:
With the natural gas heavy-duty truck market falling behind in the peak season this year, the gas heavy-duty truck engine market has also entered a downward trend. Faced with a cumulative decline of 11% in the first four months, when will the gas heavy-duty truck engine market return to the upward trend? On the other hand, compared to the gas heavy-duty truck market, there are still relatively few participants in the field of gas heavy-duty truck engines (only 8 as of April). Can there be new faces in the future?