Core Insights - The development of new energy heavy trucks is becoming a crucial part of the green and low-carbon transformation in the transportation sector, driven by the "dual carbon" goals. However, challenges such as limited range and inconvenient charging still hinder large-scale promotion [1][2] Industry Trends - Multiple battery manufacturers have entered the new energy heavy truck market this year, launching new products and deepening strategic cooperation with vehicle manufacturers. For instance, XWANDA released supercharging and long-life batteries in October, while CATL is focusing on building a battery swapping ecosystem for heavy trucks [2][4] - The market for new energy heavy trucks is expected to grow significantly, with policies supporting the transition, such as the notifications for scrapping old operational trucks, which inject continuous momentum into the market [2][5] Market Projections - According to GGII, by 2030, heavy truck sales in China are expected to reach 1.6 million units, with a penetration rate of new energy trucks exceeding 60%. The number of new energy heavy trucks is projected to exceed 3.7 million, potentially reducing carbon emissions by over 70 million tons [3] Technological Innovations - The core focus for battery companies is on "supercharging" technology to address the limitations of range and battery weight. Innovations in battery technology, such as XWANDA's fast-charging battery achieving 3.5C stable charging and EVE's LF230P battery capable of charging from 10% to 80% in 18 minutes, are critical for improving efficiency and operational costs [4][5] Infrastructure Development - The construction of megawatt-level supercharging stations and the promotion of battery swapping models are seen as key solutions to the challenges of charging new energy heavy trucks. Companies like TELD are developing integrated supercharging solutions to enhance charging efficiency [7] - The industry is moving towards a diversified and complementary development of charging solutions, with supercharging being more suitable for long-distance transport and battery swapping advantageous for fixed-route operations [7] Collaborative Ecosystem - The large-scale development of electric heavy trucks relies on collaboration across the industry, from product innovation to the establishment of charging and swapping networks. The competitive landscape of the electric heavy truck supply chain is becoming more concentrated, with significant profit potential as downstream demand increases [6][7]