新能源卡车市场或将迎来巨变。 近日，东风德纳在成都发布的"全能王"EP9D电驱桥产品，犹如一颗"重磅炸弹"，在新能源 卡车市场激起千层浪。这款电驱桥凭借模块化设计实现"一桥多用"，为卡车新能源化提供 了高效、灵活的"全能"解决方案。 下面，第一商用车网将为您深度解读这款电驱桥的诸多技术亮点。 新能源卡车进入高速渗透期 东风德纳EP9D问世"恰逢其时" 作为新能源车桥"国家队"企业，东风德纳在电驱桥领域内力深厚。自20世纪90年代就已经 开始电驱动系统的研究。经过30年的技术迭代和正向开发，东风德纳电驱桥产品已实现商 用车领域的全覆盖。在产品型谱上，拥有同轴、平行轴、分布式三种构型的电驱桥产品型 谱，是国内电驱桥技术构型最丰富的厂家。 当下，新能源卡车正进入"S曲线"高速渗透期，运输场景进一步拓展，对车辆电驱动系统提 出更高的要求。而传统的电驱桥大多采用"电机+传动轴+车桥"的架构，机械部件多、传动 路径冗长，导致系统效率难以突破90%。在应用场景上，传统电驱桥通常针对单一场景设 计，功能固定，难以适应多样化运输需求。此外，自重大、维护不便、散热不良等问题也严 重制约了行业发展。 在此背景下，东风德纳EP9D电 ...

Core Insights - The domestic new energy commercial vehicle market has maintained a high operating status, with new energy heavy trucks showing a remarkable year-on-year growth of 180% [2] - Despite the booming market, new entrants in the truck sector have collectively captured less than 4% market share, highlighting the challenges faced by these "disruptors" [2][8] - The industry is transitioning from a capital-driven model to a value-driven phase, emphasizing the need for sustainable business practices [2][11] Market Dynamics - The new energy truck market has seen explosive growth, with heavy truck sales surpassing 10,000 units for the first time, reflecting a nearly threefold year-on-year increase [3] - Traditional truck manufacturers are actively expanding their new energy product lines to maintain their market dominance, while new entrants aim to disrupt the market through technological innovations [3][9] - The competition is characterized by a clear divide between traditional giants and new players, with the former leveraging their established advantages [4][9] Challenges for New Entrants - New energy truck startups face significant barriers, including high production costs, lack of manufacturing experience, and challenges in achieving scale [11][12] - Many new entrants are still in the "small batch trial production" phase, with only a few achieving stable deliveries [8] - The market share of new energy truck startups remains low, with only 3.25% as of July, indicating a stagnation in growth compared to the overall market [8] Competitive Landscape - Traditional truck manufacturers and cross-industry participants have shown strong competitive capabilities, capturing the majority of the new energy truck market [9] - Leading companies like FAW Jiefang and China National Heavy Duty Truck Group have reported sales exceeding 15,000 units, demonstrating robust growth [9] - The market is increasingly concentrated among top players, further squeezing the survival space for new entrants [9] Strategic Directions - New energy truck companies must focus on understanding the core needs of users and adapting their offerings accordingly to succeed in a competitive landscape [15][16] - A shift from merely selling vehicles to providing comprehensive lifecycle solutions is essential for new entrants to enhance their market position [17] - The industry is undergoing a value reconstruction, pushing companies to concentrate on core competencies and long-term viability rather than short-term gains [17]