The market of municipal sanitation vehicles in the first half of 2025: The penetration rate of new energy has soared, and intelligence has become the key to breaking the situation.

(1) Explosive Growth in Sales Volume and Record-breaking Penetration Rate
In the first half of 2025, the municipal sanitation vehicle market witnessed a "green revolution": the sales volume of new energy models surged by 86% year-on-year, with their proportion jumping from 12% in the same period last year to 22%. Among them, new energy washing and sweeping vehicles became the biggest highlight - with 7,200 units sold, surpassing fuel vehicles for the first time and accounting for 60% of the washing and sweeping vehicle market share. This breakthrough stemmed from the "rigid constraints" of policies in many places. For example, Beijing required that 100% of newly added sanitation vehicles in 2025 should be new energy ones, and Shenzhen provided a subsidy of 50,000 yuan per vehicle for new energy washing and sweeping vehicles over 8 tons, directly boosting the procurement demand.

(2) Accelerated Technological Iteration and Dual Improvements in Endurance and Efficiency
Contemporary Amperex Technology Co., Limited's sodium-ion battery technology has been applied in the field of sanitation vehicles, enabling the vehicle's endurance to exceed 300 kilometers and shortening the charging time to 1.5 hours. It has been piloted in Hangzhou and Shenzhen. Yutong Heavy Industries' L4-level autonomous driving washing and sweeping vehicles have been put into operation in Zhengzhou Airport Economic Zone. Through lidar and AI algorithms, they can automatically avoid pedestrians and plan the optimal route, increasing the operation efficiency by 20%. It is worth noting that hydrogen fuel cell sanitation vehicles have also started demonstration operations in Xiamen. FULONGMA's models have an endurance of 400 kilometers, providing a new solution for low-temperature areas in the north.

(3) Differentiation in Regional Markets: First-tier Cities Taking the Lead and County-level Markets Rising
First-tier cities are accelerating the "all-electric" process: Shenzhen added 1,200 new sanitation vehicles in the first half of the year, all of which were new energy ones, with a penetration rate reaching 45%, ranking first in the country. Beijing implemented a policy of "no traffic restrictions" for new energy sanitation vehicles, pushing their market share to exceed 35%.
County-level markets have become a growth pole: The sales volume in western provinces such as Guizhou and Yunnan increased by more than 30% year-on-year. In county-level regions like Zhoukou in Henan and Xiangyang in Hubei, through the "rent-to-own" model, the proportion of new energy vehicles among newly added sanitation vehicles reached 40%.

(1) Expansion of Unmanned Operation Scenarios
Pilot projects of "unmanned sanitation vehicle fleets" have been carried out in Shanghai Lingang New Area, Beijing Yizhuang Economic and Technological Development Zone, etc. In closed parks, unmanned sweeping vehicles can operate 24 hours a day, automatically identify the types of garbage and collect them by classification. On semi-open roads, Yutong Heavy Industries' autonomous driving washing and sweeping vehicles can be linked with traffic lights to achieve "vehicle-road coordination". Zoomlion's "Sanitation Cloud" platform has connected more than 20,000 pieces of equipment. Through big data analysis, it optimizes operation routes and reduces energy consumption by 15%, becoming the "brain" of intelligent sanitation.

(3) Policy "Combination Punches" Helping with Implementation

Many places have included "unmanned pilot projects" in the bidding documents for sanitation services. For example, Wuhan requires that the proportion of unmanned equipment in newly added projects in 2025 should not be less than 10%. The central government has set up a special fund of 2 billion yuan to support the research and development and demonstration application of intelligent sanitation vehicles, promoting the transformation of the industry from being "labor-intensive" to being "technology-driven".