Half-Year Soars with 360,000 Sales! Foton Motor Leads by a Wide Margin, Demonstrating Resilient Growth Amidst Changes

2026 has already passed the halfway mark, and the bell for the commercial vehicle industry's mid-year assessment has officially rung. In this complex stage where industry sales volatility is intensifying and structural differentiation is deepening, Foton Motor has concluded the first half with a resounding report card that broke through against the trend. Latest data shows Foton Motor sales from January to June exceeded 360,000 units, a year-on-year increase of 10.1%. Not only completing the half-year closure in a leading posture, it also demonstrated the dual advantages of strategic resolve and tactical breakthroughs for leading enterprises during cycle traversal.

Analyzing this report card in detail, sales growth is by no means extensive scale stacking, but the result of three forces: technological innovation, structural optimization, and global layout resonating in sync. January to June, Foton new energy sales were 59,000 units, up 17.9% year-on-year; heavy-duty truck sector sales exceeded 90,000 units, up 35.3% year-on-year, outperforming the industry average; overseas exports continued to surge, with 109,000 units sold in the first half, a significant 38.9% increase year-on-year. New energy, heavy-duty trucks, and overseas markets—the 'three major drivers'—advanced together, not only forming the core engine for Foton's first-half sprint, but also reflecting the deeper logic of this enterprise transitioning from traditional manufacturing to tech-driven, from domestic market to global footprint, and from product competition to value competition.

See Through Cyclical Haze, Reshaping the Commercial Vehicle Value Benchmark

The electrification of commercial vehicles is a long journey from policy guidance to market-driven. When the pain of subsidy withdrawal has not completely faded and charging infrastructure is still in the deployment phase, many enterprises chose to watch and slow down. However, Foton Motor's June new energy sales near 13,500 units, a year-on-year figure of 62.5%, delivered a clear signal to the industry: the surge of new energy commercial vehicles is not 'waited for', but 'fought for'.

The source of this confidence is Foton's nearly 20 years of strategic resolve in the new energy field. On the technical route, Foton long ago escaped the speculative thinking of 'betting on a single technology', building a complete technology matrix with pure electric, hybrid, and hydrogen fuel cell lines running in parallel. In June, on the urban logistics track, Foton Aumark Z, leveraging the Morning Star pure electric light truck exclusive platform and energy efficiency breakthroughs from the EASYCO Three-Electric system, reshaped user cognition boundaries of new energy light trucks with long range and low energy consumption; in the public service sector, Foton Ousheng new energy buses were batch delivered in places like Tianjin and Shenyang, providing stable and reliable transport capacity guarantee for zero-carbon travel under high-temperature weather; in core sub-segments like long-distance trunk lines and cold chain transport, Foton Heavy Trucks continuously realized the development philosophy of scenario-based product definition, answering the industry question of 'Can new energy handle extreme working conditions' with actual performance.

More importantly, Foton's new energy sales leadership has gradually shifted from policy dividends to value-driven. Relying on deep technical foundation accumulated in fields such as vehicle integration, electric drive, electronic control, power battery, and hydrogen fuel cells, Foton independently developed and firmly grasped 'Three-Electric' core technologies. Foton is pulling the competitive advantage of new energy commercial vehicles from 'purchase subsidies' back to the commercial essence of 'Total Cost of Ownership (TCO)'. When TCO advantages begin to appear, new energy commercial vehicles are no longer just an environmental mandatory question, but become the optimal solution after users calculate carefully. The sales breakthrough in June is the clear testament that this inflection point is near.

Accelerating Heavy Truck Structure Upgrade, Defining New Rules for Existing Market Competition

The heavy-duty truck market, a sub-sector with the highest technical content and fiercest competition in the commercial vehicle industry. In June, against the backdrop of industry overall demand tending towards rationality, Foton Heavy Trucks achieved a 25.9% year-on-year growth with a monthly sales volume of 14,300 units. Supporting this result was not the short-term stimulation of a price war, but a deep revolution surrounding product structure, power routes, and user value.

In the first half of the year, Foton's gas traction vehicle market performance was particularly outstanding. Facing the market opportunity of the widening oil-gas price spread, Foton Auman completed product layout and capacity ramp-up with extremely fast response speed. The strategic logic behind this is clear and pragmatic: When freight rates are low and diesel costs are high, squeezing profit margins, the natural gas route, with tangible fuel cost advantages, becomes the rational choice for users to reduce costs and increase efficiency. What Foton did is to use reliable products to turn this economic accounting into redeemable revenue.

In the high-end heavy-duty truck sector, Foton Auman is redefining the industry's value benchmark with an ultimate challenge. In the recently concluded 'Auman Galaxy 9 Global All-Around Fuel Efficiency Challenge', Auman Galaxy 9, driven by frontline users under strict operating conditions of real cargo, real roads, real scenarios, achieved a standout fuel consumption result of 30.3L per 100km. Achieving this result was a systemic achievement of precise powertrain matching, whole-vehicle aerodynamic optimization, and lightweight design synergistic effort, reflecting Foton Auman's capability leap in transforming years of technical accumulation into users' real returns. In the current moment when the heavy-duty truck industry shifts from price competition to value competition, true high-endization is not the stacking of configurations, not the packaging of concepts, but rather, in the operating scenarios users care about most, fulfilling the promise of extreme efficiency with hard-hitting data. Foton Auman is proving with action: The value of high-end heavy trucks is ultimately defined by the user's operational ledger.

From Export Trade to Systematic Leap of Deep Global Cultivation

Chinese commercial vehicle going overseas is shifting from scattered product output to systematic global layout, while Foton Motor is the most representative practitioner in this trend. January to June, Foton overseas export sales exceeded 109,000 units, up 38.9% year-on-year. But more worthy of attention than numbers is the new paradigm of globalization demonstrated by export structure optimization and localized deep cultivation.

Since the beginning of this year, Foton's overseas layout has continued to welcome the harvest period. In Southeast Asia, achieving localized manufacturing through local factories in Thailand etc., deeply integrating 'Made in China' with 'Made in ASEAN', effectively avoiding trade barriers and shortening delivery lead times; in South Asia, over 100 buses were batch delivered, pushing Chinese bus brands to achieve scaled implementation in local public transport markets. In Africa, Foton completed batch delivery of 1,000 heavy-duty truck orders, providing reliable transport support for local infrastructure construction and livelihood security; on this basis, Foton's heavy commercial product system conducted comprehensive custom tuning for complex African road conditions, balancing power performance and operating costs, accurately adapting to high-intensity operation scenarios such as cross-border logistics and mine transport. Meanwhile, new energy products are accelerating to become Foton's new business card for going overseas: Foton Kaven Automotive has successfully penetrated European 15 countries and high-potential markets like Australia and New Zealand... Foton is transforming the technical first-mover advantage of the domestic new energy industry into the output capability of global green transportation solutions.

Supporting the continuous leading of overseas performance is a full-value network ranging from manufacturing to service, from parts to finance. 32 overseas local factories, over 1,200 overseas sales networks, over 1,500 overseas service networks — the existence of this network makes Foton's globalization no longer just a one-time transaction of 'selling cars out', but 'getting the cars running, and keeping users staying' deep operation. When the industry is still competing on export volume, Foton has entered the system competition of the globalization 3.0 stage, and continuously leading export data is the most direct projection of system capability.

Start with the End in Mind, Foton's Half-Year Report and Full-Year Strategy

The reverse-leading January to June sales volume has drawn a powerful period for Foton Motor's first half. But the significance of this report card far exceeds the numbers themselves. In the new energy field, it verifies that the paradigm shift from policy-driven to value-driven is accelerating fulfillment; in the heavy truck market, it demonstrated the decisive role of structure upgrade and product definition ability in existing market competition; in the overseas map, it marks that Chinese commercial vehicle globalization is moving from product output to the deep water of system deep cultivation.

Mid-year has passed, the full-year schedule enters the second half. With the continuous release of the effect of national policies for stabilizing growth, infrastructure investment warming up, and overseas market demand expanding steadily, Foton Motor is standing at the starting point of a new round of growth cycle. New energy breakthrough, heavy truck breakout, overseas voyage — the strategic pattern of three arrows firing together is clearly visible.

What is more important than completing goals is the verification of direction. When a company continuously proves the accuracy of its strategic judgments with performance, the market should give not only attention, but also a re-examination of its industry leading value. Foton Motor, with every sales breakthrough, is writing its own survival rules and growth philosophy for the commercial vehicle industry crossing cycles.

(This article is provided by the enterprise).