新能源厂商，都打起了重卡的主意

Group 1 - Foton Motor announced a joint venture with Yiwei Lithium Energy, each investing 250 million yuan to expand the new energy heavy truck business and provide diverse battery leasing solutions [2] - Yiwei Lithium Energy is accelerating its push into the new energy commercial vehicle battery business, having launched eight new commercial vehicle battery products, including three heavy truck models [2] - The new energy commercial vehicle market is experiencing growth, with sales of 532,000 units in 2024, a year-on-year increase of 28.9%, although this growth rate has decreased compared to 2023 [3][4] Group 2 - The penetration rate of new energy heavy trucks has increased to 19.7% in the first quarter of this year, driven by policies and declining battery costs [4][5] - New energy heavy trucks have shown cost advantages over diesel trucks, with lower power and maintenance costs by 30%-50% [5] - The market predicts that the penetration rate of electric heavy trucks in short-distance scenarios could reach 35% by 2025, with potential growth in the next decade [5] Group 3 - Various technology routes are emerging in the heavy truck market, with lithium battery technology remaining dominant, while companies like CATL are aggressively pursuing battery swap solutions [6][7] - Sodium-ion batteries are being developed for heavy trucks, with expectations for significant cost reductions and improved performance [8] - Hydrogen fuel cells are also being targeted for heavy trucks, with companies like Jichong Hydrogen Energy planning to launch new products aimed at this market [9] Group 4 - LNG (liquefied natural gas) is viewed as a transitional technology for heavy truck transformation, with demand recovering due to policy support and competitive pricing [10] - The overall market for new energy heavy trucks is expected to become more competitive as production capacity increases and demand grows [10]