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百万辆需求释放,谁能接住城际物流电动化这泼天流量?| 头条
第一商用车网· 2025-05-27 06:36
Core Viewpoint - The collaboration between CATL and Di Shang Tie to launch an intercity logistics solution aims to enhance the electrification of logistics, addressing the growing demand in the intercity logistics sector, particularly for light commercial vehicles [1][3][20]. Summary by Sections Intercity Logistics Demand - The intercity logistics vehicle demand is projected to exceed "one million units" as older vehicles are phased out, creating significant market opportunities [3]. - The transition to electric logistics vehicles is crucial for reducing carbon emissions, especially as the 2030 carbon peak target approaches [3][4]. Key Requirements for Intercity Logistics Vehicles - Essential requirements for intercity logistics vehicles include: - Range: Minimum daily operational mileage of 280 km, with some users expecting up to 450 km [6]. - Payload: A capacity of 5-7 tons is necessary [6]. - Power: Electric motors must have a power output of at least 70 kW and a torque of 400 Nm [6]. - Energy consumption: Lower energy consumption is preferred [6]. - Charging efficiency: Fast or ultra-fast charging capabilities are required [6]. - Timeliness: Vehicles should maintain a speed of 100 km/h while balancing cost and safety [6]. CATL's Solutions - CATL has launched the "Tianxing" commercial power battery brand, which aims to provide comprehensive solutions for the logistics industry, indicating readiness for the intercity logistics market [4][8]. - The Tianxing battery offers various configurations to meet different intercity logistics needs, including ultra-fast charging and long-range options [14][16]. Economic Benefits - The long-range version of the Tianxing battery can achieve a range of 500 km, significantly reducing operational costs, with potential savings of over 20,000 yuan annually compared to traditional fuel vehicles [18]. - The high energy density of the Tianxing battery allows for a weight reduction of 300 kg in vehicles, enhancing payload capacity and profitability [18]. Conclusion - The partnership between CATL and Di Shang Tie is expected to accelerate the electrification of intercity logistics, contributing significantly to carbon reduction goals [20].