重卡界“蔚小理”现状大起底！谁能“活”到最后？| 头条

Core Insights - The article discusses the rapid growth of China's new energy heavy truck market, which saw a threefold increase in sales in 2021, marking it as the "year of new energy heavy trucks" in China [1] - By 2025, the market is expected to surpass 100,000 units, raising questions about the survival of new entrants in a highly competitive environment [1] Market Overview - In 2023, only two new energy brands, DeepWay and Zaihe, had products on the road, with total sales under 150 units, representing less than 0.4% market share [6] - By 2024, the market share of new energy brands increased to 3.14%, and by July 2025, it reached 3.25% [6] - DeepWay is the only brand with cumulative sales exceeding 1,000 units, while three brands have surpassed 100 units [6][9] Brand Performance - The cumulative sales of new energy brands as of July 2025 are as follows: - DeepWay: 5,013 units (2.81% market share) - Zero One: 570 units (0.31% market share) - Zaihe and others: 243 units (0.13% market share) - Total for six brands: 5,826 units (3.25% market share) [8] Financing and Investment - New energy brands have shown strong fundraising capabilities, with DeepWay, Weidu, and Sulong raising over 1 billion RMB each [10] - The financing details for key brands include: - DeepWay: 1.98 billion RMB in Series B - Zero One: over 800 million RMB in Series A - Sulong: over 1 billion RMB in Series B+ [11] Technology and Product Focus - The brands focus on different market segments and technologies: - DeepWay: Focuses on high-speed autonomous driving and battery swapping - Zero One: Targets short-distance transport with advanced AI and electric drive technology [10][12] - Most brands specialize in electric traction vehicles, with varying degrees of technology integration [12] Future Outlook - The article suggests that only a few brands, like DeepWay and Zero One, are likely to survive based on current sales and market feedback mechanisms [14] - The market is becoming increasingly concentrated, with the top ten brands holding over 95% of the market share, indicating a shrinking space for new entrants [19]