US Trailer Market Orders Surge Sharply

US Trailer Market Sees a Sharp Rebound in December Orders, Zonxin Auto Parts Seizes Industry Trends to Consolidate the Foundation of Overseas Markets

Recently, US transportation industry research institutions released the US trailer market data for December 2025 one after another. The net orders of US trailers surged month-on-month in the same month, showing a phased recovery trend in the industry. As a leading enterprise in the domestic core trailer parts sector, Shandong Zonxin Auto Parts Co., Ltd. closely follows the dynamics of the global trailer market. Relying on more than a decade of technical accumulation and global layout in the industry, the company accurately seizes market trends and consolidates the product and service foundation for overseas market cooperation.

Data shows that the net US trailer orders in December 2025 soared 86% month-on-month to 24,282 units, driven mainly by the dry van segment. Despite the outstanding month-on-month performance, orders were still 4% lower than the same period last year and well below the 10-year December average of 33,623 units. Another statistics indicated that the net US trailer orders in December rose 112% month-on-month to 25,300 units, a slight 5% year-on-year increase, and adjusted to 18,600 units after seasonal adjustment. Analysis from both institutions shows that the clarification of tariff policies, initial signs of stabilization in the freight market, the concentrated release of previously deferred orders, and enterprises' advance layout in response to potential tariff cost increases are the core drivers of this order rebound. At the same time, the clarification of US Class 8 truck tariffs and EPA 2027 NOx regulations in November has also provided a clearer direction for fleet equipment planning, further boosting the growth of trailer orders.

In terms of the overall industry performance, the total net US trailer orders in 2025 were recorded at 173,144 units, a 5% year-on-year increase. The annual sales growth is mainly due to the concentrated release of demand deferred before the November 2024 general election in early 2025. However, there are still concerns in the market. US trailer orders from September to December 2025 dropped 20% year-on-year, and US trailer production in December fell to its lowest level since September 2010, with total output down 13% month-on-month and 6% year-on-year to 11,801 units, reflecting that the industry is still affected by weak demand and insufficient order backlogs. Notably, US trailer orders exceeded production in December for the first time in nearly a year, pushing the order backlog up 16% month-on-month to 84,501 units. The backlog-to-build ratio rose to 7.2 months, providing some support for short-term production, but the backlog is still 21% lower than the same period last year, meaning the recovery of the market demand side still takes time.

Regarding the phased rebound of the US trailer market, industry experts believe that policy-driven cost inflation and trade uncertainty remain the main constraints on the current global trailer market. The tariff hikes on raw materials such as steel and aluminum, as well as core trailer parts, have pushed up the overall industry costs. In addition, anti-dumping investigations into trailer imports from multiple countries have made enterprises more cautious in their procurement and pricing decisions. At the same time, the improvement of freight fundamentals and the increase in fleet profitability are the keys to the sustained recovery of the market. Although the industry performance in 2025 was better than that in 2024, the level of economic activity, carrier profitability and the uncertainty of future policies will still be challenges for the short-term growth of market demand. Nevertheless, the rebound in freight rates and the accumulated demand for replacing aging equipment are expected to further boost market demand in the second half of 2026.

As a national high-tech enterprise, Shandong Zonxin Auto Parts Co., Ltd. has been deeply engaged in the R&D and manufacturing of core trailer parts such as suspension systems, axles and air suspension for nearly 20 years. The company has an annual production capacity of 30,000 sets of semi-trailer mechanical suspension systems, 12,000 axles of air suspension systems and 30,000 trailer axles. Its products are exported to more than ten countries and regions in Southeast Asia, Africa, South America and beyond, and it was the first to pass the US AQA quality management system certification, aligning its product quality with international standards. The company has a professional R&D team, holding invention patents such as the fault detection method for lightweight trailer axles and more than 30 utility model patents, forming core advantages in the R&D of lightweight and intelligent trailer parts. Its third-generation lightweight disc axles, air suspension systems and other products fit the energy-saving and high-efficiency development trend of the global trailer market with the characteristics of light weight, high heat dissipation and long service life.

Facing the complex pattern and phased opportunities of the global trailer market, Zonxin will continue to closely monitor the dynamics of various regional markets around the world, especially the policy and demand changes in important overseas markets such as North America. On the one hand, relying on strong R&D capabilities, the company will continuously optimize the product structure, focus on the R&D of lightweight and cost-effective core trailer parts, provide overseas customers with products that comply with local regulations and market demands, and reduce customers' total cost of ownership. On the other hand, it will leverage years of experience in global market layout, improve the overseas service system, strengthen communication and cooperation with overseas partners, and accurately meet market demands. At the same time, the company will seize the market opportunity of global trailer equipment renewal, take technological innovation as the core and quality as the foundation, further enhance its competitiveness in the global trailer parts market, and work hand in hand with global industry partners to promote the high-quality development of the industry.

In the future, Shandong Zonxin Auto Parts Co., Ltd. will continue to uphold the development philosophy of "Innovation-oriented, Technology-driven and Service-focused", deepen the R&D of core technologies, optimize the global market layout, seize development opportunities by following industry trends, continuously provide high-quality parts and solutions for the global trailer industry, and promote the coordinated development of the enterprise and the industry.