美媒：中国柴油卡车正转向电动化或将重塑全球燃料需求

Core Insights - China is rapidly transitioning from diesel to electric heavy-duty trucks, which may reshape global fuel demand and the heavy-duty transportation industry [1][2] - The penetration rate of new energy heavy-duty trucks in China is projected to reach 22.34% by mid-2025, up from 9.21% in the same period last year [1] - Electric heavy-duty trucks are expected to account for nearly 46% of new heavy-duty truck sales this year, rising to 60% next year according to BMI [1] Group 1: Market Trends - The sales proportion of new energy heavy-duty trucks in China has exceeded that of gas heavy-duty trucks for five consecutive months starting from May 2025 [2] - Despite electric heavy-duty trucks being two to three times the price of diesel trucks and about 18% more than gas trucks, their higher energy efficiency and lower operating costs can save owners 10% to 26% over the vehicle's lifecycle [2] - The use of electric heavy-duty trucks is estimated to reduce China's oil demand by one million barrels per day [2] Group 2: Export Opportunities - China has become the world's largest passenger car exporter and is now focusing on the global electric heavy-duty truck market [2] - Exports of heavy-duty trucks (including electric ones) from China to the Middle East, North Africa, and Latin America are projected to grow by approximately 73% and 46% annually from 2021 to 2023, respectively [2]