China Truck Sales Now Majority Electric. What's Next?

EV heavy trucks hit 50.3% market share in China for September, with sales up 34% from a year ago.

The Core Event

Long-haul big rig market share hit 64.5%.

Key Facts

China is on track to have over 40% EV market share for the entire year, reaching their 2030 goal in a matter of months.

Context & Significance

Long-haul big rig market share hit 64.5%.

Outlook

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