Group 1 - The rapid growth of charging facilities for electric heavy-duty trucks has been observed this year, particularly in logistics hubs like Fujian and Zhejiang, leading to a new trend of converting traditional trucks to electric, which is expected to drive a new round of investment in the power grid amounting to hundreds of billions [1] - In Fujian's Fuzhou Jiangyin Port area, there has been a significant surge in demand for new energy heavy trucks, with drivers reporting substantial cost savings when switching from fuel to electric [1] - Local authorities are constructing a series of 400 kW dual-gun DC charging stations, with plans to open the largest freight charging station in December, which will support simultaneous charging for 40 heavy-duty trucks and logistics vehicles [3] Group 2 - In Hangzhou, the promotion of the "oil-to-electric" transition for heavy trucks is underway, with charging stations recently upgraded to provide energy for over 100 heavy trucks daily, offering significant mileage coverage and preferential electricity pricing [5] - There are special electricity pricing support policies in place, allowing for lower rates compared to commercial electricity prices and waiving basic electricity fees to encourage the transition to electric trucks [6] - As of now, over 40 charging and battery swapping routes have been established in China, with more than 5,000 electric heavy truck charging stations and over 1,200 battery swapping stations, indicating a significant increase in charging infrastructure [6]
重型卡车“油改电”需求快速增长 电网增容改造拉动千亿级投资
Yang Shi Wang·2025-12-05 16:07