车展季·大咖说丨重卡超充补能热度上升 欣旺达陈小源：重卡减排对实现“双碳”目标有关键意义

Core Viewpoint - The electrification of heavy-duty trucks (HDVs) is crucial for achieving China's "dual carbon" goals, with significant carbon emissions originating from this sector [1][3]. Group 1: Market Trends - In Q1 of this year, the domestic new energy heavy-duty truck market saw a substantial increase in sales, with cumulative sales reaching approximately 23,700 units, a year-on-year growth of 164% [3]. - The number of new energy heavy-duty truck models listed in the latest announcements was 430, surpassing the 361 models from the same period last year [3]. Group 2: Technological Developments - Companies like XWANDA and Huawei are actively developing high-capacity ultra-fast charging solutions for heavy-duty trucks, with XWANDA introducing a specialized battery capable of 1.4MW charging and Huawei launching a full liquid-cooled megawatt fast charging solution [3][4]. - The first megawatt-level ultra-fast charging station in Shanghai has been put into operation, featuring a maximum charging power of 1.5 megawatts [4]. Group 3: Industry Collaboration - The construction of a robust charging infrastructure for heavy-duty trucks requires collaboration among various stakeholders, including battery manufacturers and vehicle producers [8][9]. - Huawei has announced the formation of a supercharging alliance with several companies to accelerate the expansion of ultra-fast charging networks [9]. Group 4: Economic Considerations - The cost of a megawatt-level ultra-fast charging pile ranges from 800,000 to 1.5 million yuan, with total investment, including grid upgrades and land infrastructure, estimated between 1.5 million and 3.5 million yuan [8]. - The high turnover rate of ultra-fast charging piles is expected to distribute costs effectively, enhancing logistics efficiency and reducing operational costs for commercial vehicle drivers [8].