August 25, 2025, according to the Data from the Parts Branch of the China Automobile Industry Association, the domestic clutch master cylinder market size reached 3.21 billion yuan in the first half of 2025, a year-on-year increase of 6.8%. Among them, the sales of related products in the new energy commercial vehicle field increased by 34.5% year-on-year, becoming the core driving force for industry growth. Behind this trend, the breakthrough of domestic enterprises in new energy adaptation technology is worthy of praise.
As an important participant in the domestic clutch master cylinder field, Ningbo Huaxiang Automotive Parts Co., Ltd. recently announced that its independently developed "Low Power Consumption Clutch Master Cylinder Adapted for New Energy Commercial Vehicles" has passed the verification of domestic leading original equipment manufacturers and has officially started mass production for a certain brand of pure electric heavy truck models. This product adopts a new type of electromagnetic control module, which compared to traditional hydraulic clutch master cylinders, reduces energy consumption by 28% and improves response speed by 15%. At the same time, by optimizing the sealing structure design, the service life is extended to 800,000 kilometers, far exceeding the industry average standard of 500,000 kilometers. According to the technical person in charge of Ningbo Huaxiang, the technology has applied for 3 invention patents and 5 utility model patents. The current production capacity has been increased to 20,000 units per month, which can meet the matching needs of mainstream new energy commercial vehicle enterprises.
From the perspective of market dynamics, the market share of domestic brands in the clutch master cylinder market has increased from 58% in 2023 to 65% in the first half of 2025, with 。 This change is not only attributed to technological breakthroughs but is also closely related to policy support. At the beginning of this year, the Ministry of Industry and Information Technology released the "New Energy Vehicle Core Components Promotion Plan (2025-2028)", which clearly stated that enterprises that achieve a domestic production rate of more than 90% for key components of new energy commercial vehicles will be given research and development subsidies and tax incentives, further promoting domestic enterprises to increase their investment in innovation.
In the after-market sector, with the number of new energy commercial vehicles exceeding 1.2 million, the volume of second-hand new energy commercial vehicle transactions increased by 42% year-on-year, driving a 29% increase in the demand for after-sales replacement of the clutch master cylinder. Data from JD Auto After-Market shows that in the first half of 2025, among orders for the replacement of clutch master cylinders for new energy commercial vehicles, the repurchase rate of domestic brand products reached 81%, 13 percentage points higher than in the traditional fuel vehicle sector, reflecting the market's recognition of the reliability of domestic brand technology.
However, the industry still faces challenges. A purchasing official from a leading domestic parts company said that the core electromagnetic sensor of the new energy clutch master cylinder still relies on imports to some extent, with 30% of the supply coming from abroad. The purchasing cost has increased by 8% compared to 2024 due to the fluctuations in the international supply chain. To address this, several domestic companies have initiated research and development for domestic alternatives, and it is expected that by 2026, 100% of the electromagnetic sensors can be produced independently, further reducing costs and enhancing supply chain stability.
Industry analysts point out that as the penetration rate of new energy commercial vehicles continues to rise, and domestic companies continue to make breakthroughs in low-power and long-life technologies, the domestic clutch master cylinder market is expected to maintain an average growth rate of 7%-9% over the next three years. Among them, the new energy field is expected to exceed 50% in 2027, becoming the main driving force for industry growth.