Core Viewpoint - The article highlights the significant growth and market dynamics of the new energy commercial vehicle sector, particularly focusing on the sales performance of new energy heavy-duty trucks and the impact of government policies on logistics and transportation infrastructure [6][18][21]. Policy and Regulations - The Ministry of Transport has released a new action plan aimed at improving rural road infrastructure, which is expected to benefit logistics and express delivery services [8][12]. - The plan includes the construction of 300,000 kilometers of new roads by 2027, enhancing freight transport capabilities and focusing resources on village-level road construction [9][12]. - Recent changes in old truck scrapping subsidies have been observed in various regions, with some areas suspending the acceptance of applications for scrapping subsidies for older vehicles [13][14]. Market Insights - From January to July 2025, sales of new energy heavy-duty dump trucks in China reached 12,000 units, marking a year-on-year increase of 71.2%, with a penetration rate of 34.7% [18][21]. - Pure electric vehicles dominate the new energy heavy-duty truck market, accounting for over 95% of sales, with significant growth concentrated in the southwestern region, particularly in cities like Guangzhou and Kunming [21][24]. - The top three companies in the market, XCMG, SANY, and China National Heavy Duty Truck Group, have all sold over 2,000 units, indicating a competitive landscape [31][27]. Company Monitoring - Dongfeng Liuzhou Motor has launched the "Chenglong" series of new energy trucks tailored for express delivery, cold chain, and parts transportation [32][33]. - JAC Motors has introduced three electric commercial vehicles in the Indonesian market, marking its entry into Southeast Asia [35][37]. - Sensata Technologies has developed a multi-combination high-efficiency contactor that enables seamless charging compatibility for electric vehicles at both 400V and 800V [32].