齐鲁晚报.齐鲁壹点李牧青 12月23日上午，山东省政府新闻办举行新闻发布会，邀请省交通运输厅负责同志等介绍山东全力打造"畅行齐鲁"高速公路 网情况。 三是加强关键技术研发应用。建设全国首条"六改十二车道"改扩建项目-京台高速公路齐河至济南段，从平面到立体，重构 交通维度，由传统基建向智慧基建跃迁；创新应用智能无人路面摊铺、"黑灯工厂"、智慧梁场、隧道智能化施工装备；搭 建云控平台，整合工程领域信息系统，实现建造过程的"一网统筹、智慧管控"；规模化应用长寿命沥青路面结构，为推动 路面耐久性技术革新提供了可复制的山东经验。 高洪岩表示，针对即将到来的元旦、春节假期，山东将全力做好高速公路出行服务保障，全面加强路网监测运行，落实落 细疏堵保畅、恶劣天气防范等各项举措，多措并举保障充电供给，确保高速公路安全平稳、畅通有序，服务人民群众欢乐 祥和过节。 发布会上，山东省交通运输厅副厅长、一级巡视员、新闻发言人高洪岩介绍，山东实施创新赋能工程，打造一流技术装 备。主要有以下三方面： 一是推进智慧高速建设。立足先行先试，印发《智慧高速公路建设指南》，全面建设"全天候通行、全路段感知、全过程管 控"的智慧高速示范项目，建成全 ...

Core Insights - The fastest-growing segment in the new energy market this year is heavy-duty trucks, with cumulative sales reaching 113,600 units from January to August 2025, a year-on-year increase of 191% [1] - The penetration rate of new energy heavy-duty trucks has rapidly climbed to 26.07% by June 2025, nearing the critical 30% threshold [1] Market Dynamics - Continuous technological advancements have led to a relatively high maturity level for new energy heavy-duty trucks, making them more viable [2] - Strong policy support, including national and local subsidies, as well as mandatory usage policies in some areas, has significantly boosted the popularity of new energy heavy-duty trucks [3] Economic Benefits - The economic advantages of new energy heavy-duty trucks are becoming increasingly apparent, with a 49-ton electric truck consuming 150 kWh per 100 km, resulting in energy costs of only 180 RMB, which is 37% cheaper than diesel trucks of the same weight [4] - The price of new energy heavy-duty trucks has dropped from 700,000-800,000 RMB to around 400,000 RMB, making them comparable to fuel trucks priced at approximately 350,000-450,000 RMB [4] Competitive Landscape - The market is divided into two main camps: the battery swap camp, including companies like CATL and Qiyuan, and the fast-charging camp, represented by Huawei and XWANDA [5] - The competition between battery swapping and fast charging is not just about speed but involves a deeper financial and scenario-based logic [7] Cost Competition - Heavy-duty trucks are primarily evaluated based on their input-output ratio, differing from passenger vehicles [9] - Battery swapping allows for a "separation of vehicle and battery" model, significantly lowering initial investment costs, but incurs high operational costs due to the expensive infrastructure [10][12] - Fast charging stations have lower construction costs (around 2 million RMB) and offer cheaper refueling options, attracting more drivers [14] Scenario-Based Competition - Battery swapping is more suitable for high-frequency, closed-loop scenarios like ports and mines, while fast charging is better for open, price-sensitive environments like urban freight transport [16][24] - For example, a battery swapping station brand has invested heavily in a coal transport route, benefiting from concentrated demand and supportive local policies [20] Ecological Considerations - Both systems require a comprehensive ecological framework to support their operations, with fast charging needing high-standard batteries and posing significant impacts on the power grid [25][26] - The competition is balanced, with neither system achieving a decisive advantage across cost, scenarios, and ecological factors [27] - Future success in the new energy heavy-duty truck market will depend on a holistic approach considering pricing, grid impact, and user needs [28]