新能源重卡市场正迈入高速发展新阶段。中国汽车工业协会数据显示，2025年上半年，新能源重卡销量 达79710辆，同比激增184.68%。今年以来，其月度渗透率已连续4个月突破23%。 整体向好的发展态势下，新能源重卡的市场渗透仍存在明显的场景分化。 中长途干线物流领域新能源重卡不足0.1%的渗透率，凸显出补能网络滞后的核心瓶颈。当前，纯电重 卡应用仍集中于中短途和封闭场景(如沙石料、煤炭、钢厂运输)。单纯增大电池容量难以满足未来重卡 对续航和经济性的双重要求，快速补能成为其向全场景(尤其是长途重载)拓展的关键障碍。 徐工新能源汽车副总经理庄明兴认为，当前主流技术路线(如超充、快换)已较为成熟，不存在路线之 争，最大挑战在于充换电基础设施的建设与布局。建设补能站涉及电力、安全、交通等多部门，跨地区 审批流程繁琐，需打通从省级到区县级的流程堵点，方能推动重卡新能源化向零碳化迈进。庄明兴呼 吁，在法规层面给予新能源车型质量补偿，解决因整备质量高导致的"亏吨"问题。并强调，应尽快完善 换电标准的细化与执行，遏制"假换电"等不合规现象，促进行业规范化、高质量发展。 陕重汽技术管理部部长张轩分析，在短途或封闭场景中，纯电 ...

Core Viewpoint - Heavy-duty trucks are significant contributors to carbon emissions in the transportation sector, with a need for low-carbon transformation in line with national carbon neutrality goals [1] Group 1: Hybrid Technology - Hybrid technology is seen as an effective solution for energy saving and efficiency improvement in heavy-duty trucks, combining diesel and electric power [2][3] - The total cost of ownership (TCO) for hybrid trucks is lower than that of traditional diesel trucks, with savings of 270,000 yuan over a million kilometers [3] - Different hybrid configurations (series, parallel, and series-parallel) have distinct advantages and disadvantages in terms of efficiency and complexity [3][4] Group 2: Fuel Choices - LNG and methanol trucks have lower TCO compared to diesel and pure electric trucks, with LNG sales increasing significantly due to its economic benefits [6] - The energy consumption of LNG and methanol trucks is approximately 15% higher than that of diesel trucks, while pure electric trucks have the highest efficiency [5][6] - The TCO of hydrogen trucks is currently the highest, and their economic viability depends on the price of hydrogen [6] Group 3: Carbon Emissions - The carbon emissions from the entire energy cycle, including production and transportation, are crucial for evaluating the environmental impact of different fuel types [7][8] - Hybrid technology can reduce carbon emissions during operation by 14%-19%, but the overall emissions depend on the fuel production methods [8][9] - The use of green hydrogen and methanol can significantly reduce carbon emissions, achieving carbon neutrality if produced sustainably [8][9] Group 4: Policy Support - Government policies, such as carbon trading mechanisms, can incentivize the adoption of low-carbon technologies in the trucking industry [10] - Subsidies and cost reductions for hydrogen trucks can enhance their competitiveness, encouraging more companies to adopt this technology [11] - The transition to low-carbon fuels and technologies requires a comprehensive approach involving infrastructure development and policy support [12] Group 5: Conclusion - The transition of heavy-duty trucks towards greener technologies is a complex interplay of technical, economic, and environmental factors [12] - Hybrid technology is positioned as a key solution for energy efficiency and carbon reduction, while the industry must also focus on improving the efficiency of LNG and methanol engines [12] - A multi-faceted approach involving various fuel types and technologies will be essential for achieving carbon neutrality in the heavy-duty truck sector [12]