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据最新出炉的销量数据显示,3月份新能源轻卡销量11922辆,同比增长74.45%,环比增长61.3%。同时,新能源渗透率较去年同期渗透率13.95%,提高近10个百分点,达到22.36%。3月新能源轻卡销量同环比大幅度“双增长”,显示新能源轻卡市场前景持续向好。

从企业销量表现来看,远程新能源商用车蝉联销冠,实现“3连冠”;福田汽车销量同比暴增354.77%,稳居第二;庆铃汽车表现亮眼,环比暴增334.3%、同比增长86.75%,跃居第三。

1

远程三连冠,庆铃首进前三,传统品牌走强

3月份,共有34家企业有销量数据,与2月基本持平。其中,销量排名TOP10的企业依次为:远程新能源商用车、福田汽车、庆铃汽车、江铃汽车、陕汽集团、江淮汽车、HOWO轻卡、东风轻型车、飞碟汽车以及比亚迪商用车。

从上述企业销量表现来看,远程星能源商用车蝉联销冠,实现“三连冠”。位居第二的福田汽车今年以来持续保持快速追赶姿态,表现出“坐二争一”的势头。庆铃汽车表现堪称惊艳,今年首次上榜便直接杀进第三名,销量同比增长86.75%,环比翻了3.3倍。

从同比和环比数据来看,3月榜单中多家车企表现喜人。从同比来看,福田汽车、陕汽集团同比增幅均超300%,HOWO轻卡、江铃汽车、飞碟汽车、江淮汽车实现倍增。从环比来看,庆铃汽车以334.3%的增幅遥遥领先,江淮汽车、HOWO轻卡增幅超过110%。

从市场集中度来看,2025年3月新能源轻卡累计销量11922辆,销量TOP10轻卡企业累计销量9595辆,占总销量80.48%。与上月(81.5%)相比,有轻微下浮。这说明腰部(销量11-15名)企业中有企业悄然崛起。从增长数据来看,3月销量位于腰部的企业上汽轻卡(环比+514%)、一汽解放(同环比均超70%)、徐工轻卡(同比增长84.4%)、零米轻卡(环比增长123.15%)销量在200-400辆之间,是不可忽视的力量。

此外,从榜单来看,电车资源认为传统轻卡车企近年来的新能源化转型开始见成效,销量呈现出强势上涨趋势。

2

渗透率突破20%,市场前景向好

电车资源掌握的轻卡销量数据显示,新能源轻卡占比(渗透率)22.36%。这一数据已与去年年底数据相当,与去年同期比可谓增势乐观,预示着今年新能源轻卡渗透率有望提前达成业内普遍预估的25%。

从3月销售的新能源轻卡的能源结构来看,除燃料电池轻卡外,纯电动轻卡和插电式混动轻卡均保持同比高速增长。其中,纯电轻卡销量同比增长78.49%,占比进一步增加,由去年同期的88%增长至90%;插电式混动轻卡同比增长57.99%。

电车资源认为,纯电动轻卡和插混轻卡销量持续增长,主要与新能源轻卡应用场景拓展有关。随着新能源轻卡应用场景从城配向城际,乃至中长途物流运输场景延伸,大电量轻卡和插电式混动轻卡需求跟着水涨船高。

3

结语

3月新能源轻卡销量首次破万辆,涨势喜人,是所有细分车型中增幅最高车型。渗透率增长也基本上沿着去年底行业预测的目标在跨步前进。

需要指出的是,我们对新能源轻卡今年销量保持乐观的同时,要一分为二地看待3月新能源轻卡交出完美的市场成绩单。既要看到市场的成长,也要看到背后一系列利好政策助力的作用。真正做大做强新能源轻卡,还是要以产品为王,服务至上。

来源:电车资源 

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