China’s heavy truck industry closed 2025 with a robust “nine consecutive months of growth”, hitting 1.137 million annual sales (+26% YoY), a four-year high. Export growth was a key driver, with annual overseas shipments reaching a record 330,000 units (+20% YoY), as Chinese brands expanded from traditional African and Southeast Asian markets to high-end Middle Eastern regions. Fueled by extended national subsidies for pre-National IV truck replacement and surging new energy demand, Shacman, a top-three industry player, announced an ambitious 2026 new energy sales target of 40,000 units and secured a 2,500-unit new energy order, reinforcing its leadership in the green transition.
2026 New Energy Goal: 40,000 Units Backed by Full-Scenario Product Matrix
At its 2026 Business Conference, Shacman revealed its domestic commercial vehicle sales target of 100,000 units, with new energy vehicles accounting for 40% (40,000 units). This target aligns with the industry forecast that China’s new energy heavy truck penetration will reach 40% in 2026. To achieve this, Shacman has built a comprehensive new energy product matrix covering tractors, cargo trucks, dump trucks and special vehicles, including flagship models like the G6000E integrated new energy truck and X5000E electric tractor.
The company’s 2025 new energy performance laid a solid foundation: sales surged 260% YoY to 25,000 units, capturing 12.4% of the market share. Its natural gas heavy truck sales also grew 26% YoY to 31,000 units, benefiting from rising overseas penetration which hit 30.1% in October 2025.
Landmark 2,500-Unit NEV Order & Flagship Product Launches
Shacman kicked off its 2026 new energy drive with a strategic agreement to supply 2,500 electric heavy trucks to Jiuzhou Hengchang, a leading logistics firm. This followed a strong end to 2025, including the delivery of 100 natural gas X5000 and M3000S trucks to support coal transportation from Xinjiang to Ningxia during the winter peak.
Two flagship products were launched to boost competitiveness: the X6000 Ultra Flagship, covering oil and gas power options for high-value logistics scenarios like dangerous goods and express delivery, features an AI-powered smart cockpit and predictive cruise control, reducing gas consumption by 8%. The CIMC-Shacman Integrated 4.0 G6000E, a co-developed new energy model for medium-to-long-haul logistics, achieves 1.1kWh/km ultra-low energy consumption and 30-minute fast charging through in-depth three-electric integration and tractor-trailer synergy.
Industry Tailwinds: Extended Subsidies & Export Opportunities
Shacman’s growth is further supported by China’s 2026 policy to extend subsidies for replacing pre-National IV commercial vehicles with low-emission or new energy models. This policy continuation is expected to sustain domestic demand, following 2025’s strong market recovery driven by similar incentives.
Internationally, Shacman’s subsidiary Dechuang Future is accelerating global expansion, focusing on hydrogen fuel cell vehicles in Australia, New Zealand and Europe, and electric vehicles in developing countries. This aligns with the broader industry trend of Chinese heavy truck exports expanding to high-growth regions, with the Middle East seeing a 28.7% YoY sales increase in 2025.
Backed by its 2025 performance (195,000 total sales, +16.7% YoY) and enhanced digital services via the “RongE Xing” platform, Shacman is well-positioned to meet its 2026 goals. “Our focus on scenario-specific new energy solutions and global market expansion will drive sustained growth in the competitive landscape,” a Shacman executive stated.
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Post time: Jan-06-2026
