Xin Hua Cai Jing·2025-12-04 00:52Core Insights - The new energy heavy truck market in China has shown remarkable growth, with cumulative sales reaching 137,800 units in the first three quarters of the year, representing a year-on-year increase of 184%, surpassing the expected total for 2024, and becoming a significant growth engine for the commercial vehicle industry's green transition [1][2] Group 1: Market Performance - The cumulative sales of new energy commercial vehicles in China from January to October 2025 reached 649,000 units, a year-on-year increase of 60.2%, with a penetration rate of 24.6% [2] - In 2024, China National Heavy Duty Truck Group reported a staggering 676.6% year-on-year growth in new energy heavy truck sales [2] - Weichai Power's Shaanxi Heavy Truck achieved new energy heavy truck sales of 17,880 units from January to October 2025, a year-on-year increase of 274% [2] Group 2: Growth Drivers - The growth of the new energy heavy truck market is primarily driven by two factors: policy support and specific operational scenarios [3] - The "old-for-new" policy has been implemented nationwide, encouraging the replacement of old heavy trucks with new energy models, significantly boosting market penetration [3] - New energy heavy truck sales are concentrated in closed or semi-closed scenarios such as ports, mines, and steel enterprises, where operators have strong financial capabilities [3] Group 3: Challenges to Development - The rapid growth of the new energy heavy truck market faces several challenges, including an unstable market foundation and an inadequate charging infrastructure [4][5] - The cost of purchasing pure electric heavy trucks ranges from 600,000 to 700,000 yuan, while traditional fuel or gas trucks cost around 300,000 yuan, creating a significant price disparity [4] - The weight of batteries leads to a loss of 2 to 3 tons in payload capacity, resulting in an annual revenue reduction of approximately 100,000 yuan per vehicle [4] Group 4: Infrastructure and Policy Recommendations - The lack of charging infrastructure limits the expansion of operational scenarios for new energy heavy trucks, particularly in intercity transport where charging stations are primarily designed for passenger vehicles [5] - Recommendations include implementing a "gradual reduction + differentiated incentives" tax policy and integrating new energy heavy trucks into the carbon trading market to stimulate demand [6] - Establishing a unified standard collaborative platform for "vehicle-battery-energy-operation" is essential to enhance the charging infrastructure and promote cooperation among industry players [7]