Zhong Guo Neng Yuan Wang·2025-10-31 05:04Core Insights - Shell and FAW Jiefang launched an innovative battery immersion cooling solution for commercial vehicles, marking a significant advancement in thermal management for the industry, which will drive low-carbon transformation [1][3][4] Group 1: Market Context - The penetration rate of new energy commercial vehicles has surged from 3% in 2021 to approximately 20% in the first half of 2025, with electric heavy trucks showing particularly rapid growth, exceeding 22% in the same period [3][12] - The rapid expansion of electrification in commercial vehicles has highlighted the thermal management challenges of battery systems, which are crucial for charging efficiency and cooling performance [3][4] Group 2: Technological Innovation - The immersion cooling solution allows each battery cell to be fully surrounded by an insulating cooling liquid, achieving real-time and efficient heat transfer, thus overcoming the limitations of traditional bottom cooling systems [5][6] - This new solution integrates Shell's advanced Gas to Liquid (GTL) technology, enhancing safety, reliability, and durability of batteries under high discharge scenarios [5][8] Group 3: Performance Improvements - The immersion cooling system supports higher discharge rates and power output, significantly improving vehicle performance in demanding conditions such as heavy loads and steep inclines [5][6] - Enhanced energy utilization efficiency is achieved, optimizing overall vehicle energy consumption and supporting rapid recharging and efficient operation [6][10] - The technology reduces maximum temperature, temperature differences, and average temperature, leading to improved battery lifespan by mitigating uneven degradation [7][10] - The solution effectively suppresses thermal runaway risks by enveloping battery cells in insulating cooling liquid, significantly enhancing safety [8][10] Group 4: Future Developments - The Starship 3.0 Hybrid project aims to address energy transition challenges in China's transportation sector, with ongoing technology research and innovation [3][10] - The project is set to undergo a significant upgrade next year, with real vehicle road tests planned to validate the cooling technology's performance in high-load, long-duration operational conditions [10]