According to statistics from the China Construction Machinery Association on major loader manufacturers, in November 2025, a total of 2,935 electric loaders were sold, accounting for 25.70% of total sales. Since the beginning of the year, cumulative sales have exceeded 27,000 units, accounting for a staggering 23% of total sales, far surpassing last year's 10.37%! The annual sales target of 30,000 units is highly likely to be achieved!
Monthly Penetration Rate of Loaders
Further analysis shows that the 2,935 electric loader sales in November were second only to June, while the year-on-year growth rate of 192% was the third highest this year! In addition, since the beginning of the year, electric loader sales have exceeded 2,000 units in nine months and 2,500 units in seven months, while year-on-year growth rates have exceeded 100% in nine months and 150% in seven months, indicating that the market potential for electric loaders is still rapidly expanding and is expected to continue its rapid growth in the future.
Electric Loader Monthly Sales
In terms of tonnage, the proportion of 5-ton and 6-ton models continued to decline slightly in November, while sales of 3-ton and 7-ton models saw significant month-on-month growth, indicating that electric loader technology is maturing and spreading, and is being applied to more models.
Now let's look at the overall sales situation.
In November, major loader manufacturers included in the association's statistics sold a total of 11,419 loaders of various types, a year-on-year increase of 32.1%; from January to November, cumulative sales reached 115,831 units, a year-on-year increase of 17.2%.
Loader Monthly Sales Trend
The overall trend for loaders is positive, with positive year-on-year growth in all 11 months of this year, and three consecutive months of year-on-year growth exceeding 25%.
Regarding exports, 5,748 loader units were exported in November, a year-on-year increase of 34.8%; from January to November, cumulative exports reached 54,792 units, a year-on-year increase of 11.9%.
Loader Export Trends
Looking at the trend, loader exports this year generally showed a pattern of low growth in the first half and high growth in the second half. In the first half of the year, only February saw year-on-year growth exceeding 10%, and there were two months with negative year-on-year growth. The second half, however, was the opposite, with only August showing a growth rate below 10%, while the remaining months maintained rapid growth, with the last three months consistently exceeding 20%.
However, it is worth noting that in November, both the loader operating rate and working hours declined. The operating rate was 57%, a year-on-year decrease of 17.1 percentage points and a month-on-month decrease of 1.9 percentage points; working hours decreased by 6.7 hours year-on-year and 3.6 hours month-on-month. Such performance, especially in the domestic market, raises uncertainties regarding the sustainability of high growth.
Looking ahead, loader manufacturers need to focus on three key areas: first, deepening the iteration of electrification technology and further expanding the application scenarios of differentiated models; second, continuing to cultivate overseas markets, optimizing the global supply chain layout, and seizing the infrastructure demand dividends of countries along the Belt and Road Initiative; and third, closely monitoring changes in the end-market, strengthening customer demand insights and dynamic inventory management through digital means, and balancing growth speed and development quality.
In summary, in the long run, the transformation towards electrification, intelligentization, and globalization will inject sustained growth momentum into the industry. Leading companies, with their technological accumulation and market layout advantages, are expected to further consolidate their competitive position during the industry's structural adjustments.
