China’s Pure Electric Heavy-Duty Truck ECS Market Report 2025

For Jan-Oct 2025, China’s pure electric heavy-duty truck ECS shipments surged: OEM in-house shipments jumped 204% YoY, while third-party’s rose 107%. In supplier attributes, OEM in-house share climbed from 58.5% (2024) to 61.3%, with third-party’s dropping to 38.7%—strengthening OEM in-house dominance.

Among top 5 ECS suppliers for pure electric heavy-duty trucks: third-party TBK tops with 16.0% MS (257% YoY). OEM in-house SANY is 2nd, with top5’s fastest 402% YoY growth, growing its MS by 5.7pct to 13.6%. Ranks 3-5 have >230% YoY growth & rising MS; 3 of top5 are OEM in-house, echoing their growing dominance.