Ren Min Wang·2026-01-11 22:43Core Viewpoint - The rapid growth of the new energy heavy truck market in China is driven by policy support, cost advantages, and expanding application scenarios, with sales expected to continue increasing significantly by 2025 [5][6][7]. Market Dynamics - In the first 11 months of 2025, cumulative sales of new energy heavy trucks exceeded 180,000 units, representing a nearly twofold year-on-year increase, with a market penetration rate reaching 20% [5]. - The market focus has shifted from traditional fuel trucks to new energy vehicles, with significant sales growth reported by manufacturers [6]. Application Scenarios - New energy heavy trucks are increasingly being used in diverse applications beyond fixed routes, including logistics for various goods and long-distance transportation within 500 kilometers [6][7]. - The penetration rate of new energy heavy trucks in short-distance transportation scenarios has reached 74% [7]. Cost Advantages - The cost per kilometer for new energy heavy trucks is approximately 1 yuan, compared to 2.5-3 yuan for diesel trucks, leading to substantial savings in operational costs [7]. - Policies such as subsidies for replacing old vehicles with new energy trucks are enhancing the financial attractiveness of these vehicles [7]. Infrastructure Development - The establishment of charging stations and battery swap stations along logistics routes has improved refueling efficiency, with rapid charging capabilities being implemented [8]. - The government is actively promoting the development of infrastructure to support the scaling of new energy transportation [10]. Challenges and Future Outlook - Current limitations include the need for new energy heavy trucks to expand their use in medium to long-distance transportation and improve the network of charging facilities [9]. - The Ministry of Transport is committed to promoting the large-scale development of new energy transportation equipment, with a focus on supporting the transition to low-emission vehicles [10][11]. - Companies are increasing their R&D efforts and collaborating with academic and industry partners to advance technology in the new energy heavy truck sector [11].