Core Viewpoint - The article discusses the rapid growth and potential of the new energy heavy truck (NEHT) industry, highlighting its technological advancements, market dynamics, and supportive government policies that are driving the transition towards greener transportation solutions [3][4][7]. Industry Definition - New energy heavy trucks are defined as heavy-duty trucks powered by new energy technologies, including pure electric, fuel cell, and hybrid models, which contribute to reduced carbon emissions and environmental pollution [3]. - The main technological routes for NEHT include Battery Electric Vehicles (BEV), Fuel Cell Electric Vehicles (FCEV), and Hybrid Electric Vehicles (HEV/PHEV) [3]. Market Performance - In the first ten months of 2024, NEHT sales reached 57,074 units, with a market penetration rate of 7.6%, representing a year-on-year growth of over 140%. The total sales for the year are expected to exceed 70,000 units, with a penetration rate projected to surpass 8% [4]. Industry Chain - The NEHT industry chain consists of upstream key component suppliers, midstream vehicle manufacturers, and downstream application and operation sectors, all of which collaborate to promote the industry's scale and marketization [4][6]. - Upstream components include power batteries, fuel cell systems, motors, and control systems, with power batteries being the most significant cost component for pure electric trucks [5]. - Major vehicle manufacturers include BYD, SANY Heavy Industry, XCMG, Dongfeng Commercial Vehicle, and others, which are developing various NEHT models based on market demand and policy guidance [5]. Infrastructure and Applications - The promotion of NEHTs relies heavily on the development of charging and hydrogen refueling infrastructure, with companies like State Grid and Sinopec actively investing in this area [6]. - Logistics companies such as SF Express and JD Logistics are adopting NEHTs to enhance operational efficiency and reduce costs [6]. Government Policies - In 2024, various government initiatives were launched to support the NEHT industry, including road rights prioritization, financial subsidies, and toll fee discounts for new energy trucks [7]. - The Ministry of Transport and other departments have issued plans to accelerate the replacement of older diesel trucks with new energy models, offering subsidies of up to 140,000 RMB for purchasing NEHTs [7]. Financing Trends - The number of financing events related to NEHTs peaked in 2022 but has since declined, indicating a cautious investment environment influenced by market demand and technological advancements [7][13]. Key Companies - Haipote Technology focuses on hydrogen fuel cell commercial vehicle solutions and has established a comprehensive ecosystem for hydrogen fuel cell vehicle development [8]. - DeepWay is dedicated to applying autonomous driving technology in heavy trucks, with significant funding rounds completed to support its innovations [17]. Recent Developments - In March 2025, Didi Delivery partnered with remote and Weiyou Technology to enhance operational efficiency for freight drivers [21]. - CATL is collaborating with Jinmao Smart Transportation to upgrade the NEHT refueling system [22]. - The first batch of 200kW hydrogen fuel cell heavy trucks was launched in China, marking a significant step in commercializing high-power hydrogen fuel cell trucks [22][23].

商道创投网·会员动态｜海珀特·完成4.5亿元A轮融资 《商道创投网》2025年3月25日从官方获悉：海珀特成功完成4.5亿元A轮融资。此轮融资由国投招 商、CenterVenture、Hydrogenic联合领投，广州水木氢云等多家投资机构踊跃参投，助力海珀特 加速发展。 商道创投网创始人王帥表示：海珀特完成4.5亿元A轮融资意义非凡。当下，国家大力推行"双碳"战略，密集出台诸多扶持政策，力促氢能产业成为 能源转型的关键力量，为海珀特这类企业营造了绝佳的发展环境。此次融资中，国投招商等多家机构踊跃入局，体现出资本对国家政策导向的敏锐 捕捉。海珀特专注氢燃料电池商用车领域，契合国家在交通领域节能减排、构建绿色物流体系的政策要求。这笔资金注入后，将推动海珀特加大研 发投入，优化如H49等车型性能，提升产品市场竞争力；助力其扩大生产规模，完善产业链布局，加速氢能商用车推广应用。长远而言，不仅能助 力企业成长为行业标杆，更将带动上下游产业协同发展，契合国家培育新兴产业、推动经济绿色转型的政策目标，在政策与资本合力下，为我国新 能源产业高质量发展注入强劲动力。 海珀特CEO孙营表示：在研发创新层面，将投入资金深化与武汉 ...