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GGII:2025年中国新能源重卡销量有望达16万辆
高工锂电· 2025-05-08 10:45
Core Viewpoint - The article discusses the rapid growth and future potential of the new energy heavy truck market in China, highlighting significant sales increases and the factors driving this growth. Group 1: Market Overview - The new energy heavy truck market in China has shown strong growth, with sales reaching 82,500 units in 2024, a year-on-year increase of 136.39%, and a market penetration rate nearing 10% [4] - In the first quarter of 2025, sales continued to rise, achieving 30,000 units, which represents a 176% year-on-year growth and a market penetration rate of 11.51% [4] Group 2: Future Projections - GGII forecasts that total sales of new energy heavy trucks in China could reach 160,000 units in 2025, nearly doubling from previous figures [5] - By 2028, it is expected that sales will reach 500,000 units, driven by ongoing policy support and market demand [7] Group 3: Driving Factors - Continuous government policy support has been a key factor, including the introduction of subsidies for phasing out older vehicles [5] - Technological advancements in vehicle range and fast-charging capabilities have significantly improved the appeal of new energy heavy trucks, with some models achieving ranges of up to 800 kilometers [6] - The economic viability of new energy heavy trucks has improved, with purchase costs decreasing by at least 30% for certain models, and operational costs becoming more favorable compared to LNG and traditional fuel trucks [6] - The introduction of new models by various manufacturers has stimulated market consumption, with companies like Dongfeng and China National Heavy Duty Truck Group launching multiple new energy models [6]