In December 2025, China's heavy-duty truck market sold a total of about 95,000 vehicles (wholesale caliber, including exports and new energy), a decrease of about 16% compared to November 2025 and an increase of about 13% compared to the same period last year's 84,200 vehicles. Looking at the whole year of 2025, China's heavy-duty truck market has achieved nine consecutive increases, from April to December, with an average growth rate of 41%.

The article shows that the average annual growth rate of the heavy-duty truck market in 2025 is as high as 41%, although it decreased by 16% month on month in December, it increased by 13% year-on-year, indicating that long-term demand continues to expand. The production of heavy trucks requires a large amount of nitrile rubber (NBR) for components such as seals and hoses, and the increasing demand supports the rise in spot prices. Overall, short-term fluctuations do not affect long-term positive trends.

The heavy-duty truck market will achieve nine consecutive increases by 2025, with an average growth rate of 41%, driving an increase in demand for tires and other components. As the main raw material for tires, styrene butadiene rubber (SBR) has boosted spot demand, and prices are expected to rise. Despite a 16% month on month decline in December sales, a 13% year-on-year increase indicates strong fundamentals, leading to a neutral bullish impact.

The full year growth of 41% in the heavy-duty truck market is favorable for the spot demand of butadiene rubber (BR), as it is widely used in tire manufacturing. But the 16% month on month decline in December has brought short-term demand uncertainty, combined with futures data (such as the closing price of contract 2611 at 12,105 RMB/ton, down 215 RMB), indicating recent price pressure.

The strong growth of heavy-duty truck sales throughout the year (with an average growth rate of 41%) is favorable for the demand for natural rubber spot, which serves as the core material of tires. However, a 16% month on month decrease in December may trigger short-term caution, and futures data shows a downward trend in prices (such as contract 2610 settlement price of 15,935 RMB/ton, down 210 RMB).

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