高效与降本的“代名词”！零一电驱桥重卡或改变行业格局

Core Viewpoint - The commercial vehicle industry is undergoing a transformation driven by the dual pressures of cost reduction and efficiency enhancement, with the introduction of the Zero One electric drive axle heavy truck potentially sparking a new wave of change in the market [1]. Group 1: Market Trends - In October 2025, domestic sales of new energy heavy trucks are projected to reach 20,100 units, a year-on-year increase of 144%. From January to October, cumulative sales reached 157,900 units, reflecting a growth of 178% [1]. - The sales of new energy heavy trucks are thriving due to the ongoing push towards carbon neutrality and industry transformation [1]. Group 2: Advantages and Challenges - Traditional energy heavy trucks possess advantages such as broader operational scenarios, no concerns about recharging, and higher transportation efficiency, which are challenges for the development of new energy heavy trucks [1]. - The Zero One electric drive axle heavy truck, equipped with the self-developed Matrix 2.0 electric drive axle, is positioned to disrupt the market by overcoming these challenges [1]. Group 3: Technological Advancements - The evolution of electric drive axle technology is expected to break down barriers to the promotion of new energy heavy trucks, enhancing transportation efficiency and reducing overall operating costs [3]. - Electric drive axle trucks integrate the motor, transmission, and reducer directly onto the axle, significantly reducing energy loss and improving system efficiency compared to traditional central drive models [5]. Group 4: Competitive Landscape - The electric drive axle is becoming a mainstream technology in the electric heavy truck sector, with many manufacturers accelerating the integration of this technology into their new energy heavy trucks [7]. - Zero One Automotive has taken a leading position in the industry by being the first to develop and mass-produce electric drive axle technology, achieving significant advancements in this area [8]. Group 5: Product Performance - The new generation of Zero One electric drive axle heavy trucks features a system efficiency of 94%, with the oil-cooled flat wire motor achieving a peak efficiency of 97.12%. The single axle power reaches 530 horsepower, while dual axle power can reach 1,061 horsepower [10]. - The intelligent driving modes and smart shifting technology reduce energy consumption by 5%-8% compared to similar models, while the vehicle's weight has been reduced by 430 kg compared to the previous generation [10]. - The Matrix 2.0 electric drive axle has undergone extensive market validation, demonstrating a core component lifespan of 1.6 million kilometers and a maintenance-free design that enhances reliability and reduces downtime [11]. Group 6: Future Outlook - As the penetration of new energy heavy trucks continues to rise and applications in various segments expand, the industry is shifting from policy-driven to market demand-oriented growth [15]. - The Matrix 2.0 electric drive axle heavy truck is expected to become a superior solution for cost reduction and efficiency enhancement in logistics, leading the industry towards a greener, smarter, and more efficient future [15].