In 2025, more than 231,000 electrified work trucks rolled off assembly lines in China alone, marking a massive 182% increase over the previous year. This surge in hybrid and electric semi truck sales can be attributed to government policy changes, including a phase-out of national trade-in subsidies for commercial vehicles and the anticipation of new NEV purchase tax costs coming in 2026.
As companies pulled ahead their replacement schedules to take advantage of the subsidy, demand for electrified work trucks skyrocketed. With leading original equipment manufacturers dominating an increasing share of the market, the top five manufacturers of zero-emission heavy trucks already command 61% of the HDEV segment.
The charging infrastructure is also advancing, with both high-speed charging and battery swap station networks coming online to address downtime concerns. ai are helping define the next phase of the heavy truck market, targeting global freight applications.
While other markets reported more than 90,000 zero-emission semi truck sales in the first half of 2025, US ZEV sales were disappointing at just 200 units during the same period. The growth of electrified work trucks is a significant step towards reducing emissions and promoting sustainable transportation.
With the market maturing rapidly, it's clear that hybrid and electric semi trucks are here to stay.
The rapid adoption of hybrid and electric semi trucks in China is a testament to the growing demand for sustainable transportation solutions. As companies continue to invest in electrification, we can expect to see further growth in this sector, with potential implications for the global transportation industry.
