From Jan to Oct 2025, China’s pure electric heavy-duty truck market witnessed explosive growth. Sales volume soared from 53k units in the same period of 2024 to 155k units, surging by 191% YoY; meanwhile, the battery-installed capacity jumped from 19 GWh to 64 GWh, a YoY surge of 228%.
2024-2025: Pure electric heavy-truck battery capacity concentrated in 300-500kWh (65.3%→74.1%), with 500-800kWh share more than doubling. For energy density, the 160-180Wh/kg high-density range accounts for 39.3%, while the former mainstream range is shrinking sharply. Trend: “capacity concentration & density upgrading”, enhancing heavy-truck range and efficiency.
Regarding China’s pure electric heavy-duty truck battery suppliers in 2025, all top players achieved YoY growth. CATL ranks first with 71.5% market share (up 217% YoY), maintaining absolute dominance despite a slight 2.4pp drop. BYD takes second place (7.5% share, +335% YoY), followed by REPT, EVE and Gotion in 3rd-5th.
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