在"双碳"目标驱动下，新能源重卡发展成为交通领域绿色低碳转型的重要一环。不过，续航受限、充电 不便等因素仍制约着其规模化推广进程。基于此，今年以来，宁德时代、欣旺达等多家电池厂商瞄准行 业痛点推出重卡电池新品，聚焦充电效率提升展开技术攻坚。 在业内人士看来，在政策支持、技术优化、基础设施建设等多维度协同发力下，新能源重卡在中长途运 输领域的规模化、高效化发展运营有望加速驶入快车道。 ■■多家电池企业涉足 今年已有多家电池厂商通过深化与车企战略合作、发布新品等方式涉足新能源重卡赛道。10月，欣旺达 发布商用车超充电池、长寿命电池。4月，欣旺达动力举办"重卡专用动力电池发布会"，推出重卡专用 大容量超充电芯。 同样在10月，宁德时代在业绩说明会上表示，公司正在打造重卡换电生态，加速重卡的电动化。公司商 用动力电池出货快速增长、占比逐步提升，目前占总出货的比例约两成。据悉，宁德时代在换电重卡领 域深耕多年，并已天行重型商用车系列电池，包括超充版、长寿命版、长续航版以及高强度版。 5月，亿纬锂能发布8款开源电池产品，旨在以全场景解决方案覆盖商用车多样化应用需求。在重卡领 域，亿纬锂能推出不同规格电池产品，包括LF23 ...

Core Viewpoint - The company has commenced mass production of a series of self-developed liquid battery products, indicating a significant advancement in its energy storage technology [1] Group 1: Product Development - The company has launched mass production of liquid batteries, including a range of high-power agricultural batteries from 6kWh to 18kWh, a 397kWh energy-type battery, a 134kWh high-strength mining truck battery, and heavy-duty truck batteries ranging from 140kWh to 800kWh [1] - The company has established a dedicated research team for solid-state battery development, consisting of PhD and Master's level researchers [1] Group 2: Research and Collaboration - The research team collaborates with university professors and utilizes resources from national key laboratories for testing [1] - The research on solid-state batteries is being conducted in phases, progressing from hybrid liquid-solid batteries to semi-solid batteries and finally to all-solid-state batteries [1]

Investment Rating - The report maintains a positive outlook on the electric heavy truck industry, indicating significant growth potential driven by policy support and economic advantages [2][4]. Core Insights - The domestic electric heavy truck market is experiencing rapid growth, with sales reaching 79,200 units in the first half of 2025, representing a penetration rate of 22% [3][15]. - The report highlights the increasing penetration of electric heavy trucks in both domestic and European markets, with projections indicating that by 2028, China's electric heavy truck sales could reach 500,000 units, driving a demand for 250 GWh of batteries [3][4]. - The electric heavy truck industry chain is becoming more integrated, with a concentrated market structure that enhances profit elasticity across various segments [5][8]. Summary by Sections Domestic Electric Heavy Truck Market - The penetration rate of electric heavy trucks has rapidly increased due to government policies and economic advantages, with significant sales growth observed in recent years [14][15]. - The report notes that the electric heavy truck market is primarily focused on regional logistics applications, with specific use cases in construction, mining, and municipal services [18][20]. European Electric Heavy Truck Market - The European market for electric light and medium trucks is advancing quickly, with electric heavy trucks identified as a blue ocean opportunity [3][4]. - By 2026, European electric heavy truck sales are expected to reach 17,000 units, with a penetration rate projected to rise to 5% [3][4]. Industry Chain and Profitability - The electric heavy truck industry chain is increasingly collaborative, with a focus on specialized products across various segments, including vehicle, battery, and motor development [5][8]. - The report emphasizes the importance of focusing on key segments within the electric heavy truck industry chain, including manufacturers, battery suppliers, and component producers [4][5]. Investment Recommendations - The report suggests monitoring key players in the electric heavy truck sector, including Foton Motor, China National Heavy Duty Truck Group, and FAW Jiefang for vehicle production [4][5]. - Battery manufacturers such as CATL and Guoxuan High-Tech are highlighted as potential investment opportunities due to the expected surge in demand for electric heavy truck batteries [4][5].

Group 1 - The article discusses the growing demand for electric heavy trucks driven by a national energy strategy, particularly in Xinjiang, which has significant coal production and reserves [2][3][5] - In 2024, Xinjiang's coal production is projected to be approximately 540 million tons, accounting for about 13.5% of the national total, with reserves reaching 2.19 trillion tons, the highest in the country [2] - The transportation of coal from Xinjiang is primarily conducted via rail, with road transport accounting for about 25.8%, predominantly using fuel heavy trucks, which are high-emission vehicles [3] Group 2 - The penetration rate of electric heavy trucks in Xinjiang is currently low due to insufficient charging infrastructure, but advancements in charging technology and battery capacity are expected to boost sales [4][5] - In the first half of 2025, nationwide sales of electric heavy trucks reached 79,000 units, with Xinjiang's sales exceeding 4,000 units, marking a year-on-year growth of over 200% [4][6] - Xinjiang has the highest market share for battery-swapping heavy trucks in the country, exceeding 50%, indicating a strong shift towards electric solutions in the region [5] Group 3 - The article highlights the diverse energy replenishment methods being adopted, including battery swapping and ultra-fast charging networks, to support the logistics of coal transportation [7][9] - The demand for heavy truck batteries is expected to rise significantly, with an estimated 31.7 GWh of battery installations in the first half of 2025, reflecting a year-on-year increase of 230% [6] - Companies are actively establishing dedicated battery-swapping stations and ultra-fast charging stations to facilitate the transition to electric heavy trucks in Xinjiang [10][11] Group 4 - The deployment of ultra-fast charging stations is accelerating in Xinjiang, with significant projects already underway, including those by Huawei and Shenghong [13][17] - The article notes that the integration of solar energy and storage solutions is being explored to mitigate the impact of high-power charging on the electrical grid [15][17] - Predictions indicate that Xinjiang's sales of new energy heavy trucks could reach 6,000 units in 2025, further driving the development of supporting infrastructure [17]