June Sales Exceed 3,000 Units! Electric Loader Penetration Surpasses 25% for Three Consecutive Months! Does the Market Structure Mirror Traditional Fuel-Powered Models?
According to official statistics from the industry association: In June 2025, sales of electrification loaders reached 3,049 units (including 35 units below 3 tons, 111 units at 3 tons, 1,894 units at 5 tons, 902 units at 6 tons, 92 units at 7 tons, 4 units at 8 tons, 8 units above 8 tons, and 3 skid-steer loaders). This represents a year-over-year surge of 94.2%, with a penetration rate of 25.38%.
From January to June 2025, cumulative electrification loaders sales totaled 13,953 units—a remarkable 173.84% year-over-year increase—achieving a cumulative penetration rate of 21.54%.
Analyzing the Thriving Electric Loader Sector: Current Trends and Competitive Dynamics
Sales Growth and Penetration Trends
In June 2025, electrification loaders sales surged 94.2% year-over-year. The accompanying chart illustrates synchronized trends in volume and growth rates.
Driven by a low baseline effect, sales of electrification loaders began soaring in September 2023, peaking at approximately 600% growth. By October 2024, monthly sales consistently hovered around 1,000 units, maintaining ~100% growth. In March 2025, policy shifts in select regions reignited rapid expansion, sustaining high-volume sales of around 2,800 units for four consecutive months. However, due to a higher year-ago baseline, growth rates moderated.
Beyond the initial explosive growth, underlying market demand suggests monthly electrification loaders sales will stabilize near 1,000 units barring external disruptions. Growth rates may fluctuate significantly based on prior-year comparisons: lower baselines spur spikes, while higher baselines temper momentum.
Electrification Loaders Penetration Trajectory
In June 2025, total loader sales reached 12,014 units, including 3,049 electric units—lifting penetration to 25.38%, an 11-percentage-point year-over-year gain.
Over the past three years, electric penetration has climbed steadily: from 3.5% in 2023 to 10.4% in 2024, reaching 21.54% in the first half of 2025. Aligning with annual trends, full-year 2025 penetration is poised to meet or exceed the industry-projected 25%.
Structural Shifts in Electrification Loaders Models
June 2025 electrification loaders sales (3,049 units) were dominated by 5–6-ton models:
- 5-ton models: 1,894 units (62.12%)
- 6-ton models: 902 units (29.58%)
- Combined share: 91.7%
Robust mining sector activity and infrastructure projects (roadworks, water conservancy) are driving demand for 5-ton models. The industry is trending toward larger electrified units, evidenced by rising sales of 7-ton+ models (104 units in June). Larger equipment better accommodates battery endurance and operational demands while integrating autonomous driving technology (e.g., precision positioning, multi-sensor coordination). Niche segments like skid-steer loaders are also gradually electrifying.
Competitive Landscape Echoes Traditional Fuel-Powered Market
Today’s electrification loaders boom was foreseen by industry leaders three years ago. Capitalizing on this outlook, major manufacturers have intensified investments. Leveraging deep technical expertise and extensive customer networks, traditional giants have led the transition: Liugong, XCMG, Lingong, and Lonking (in no particular order)—the "Big Four" in fuel-powered loaders—also dominated 2024 electrification loaders sales, followed by Borit.
Other key players, including Sany Heavy Industry, Shantui, Lovol Heavy Industry, Jingong New Energy, and Inwards Heavy Industry, have delivered batch orders nationwide. Emerging EV-focused brands like Yutong, Haiyitong, TZ, Great Wall Heavy Industry, Nohow, and CRCC Changan Heavy Industry are gaining steady traction.
Short-term focus: Penetration | Long-term focus: Ecosystem ompetitiveness
June’s data confirms electrification loaders are transitioning from "policy-driven alternatives" to "market-preferred solutions." To unlock sustainable growth, the industry must overcome homogeneity through technological innovation and global expansion—capturing the second growth curve.
