随着新能源重卡的迅速发展，产业链企业也加速布局，抢抓重卡电动化发展机遇。记者从宁德时代新能源科技股份有限公 司（以下简称"宁德时代"）获悉，公司推出的"骐骥换电解决方案"将实现标准化、经济性、全场景、全生态"四重突破"。8月12 日，骐骥换电在内蒙古鄂尔多斯市鄂托克前旗举行"宁陕蒙组网十站开工暨底换重卡交付运营仪式"，宣布正式启动宁陕蒙重卡 换电组网工程，推动宁陕蒙能源产区煤炭运输电动化进程。 宁德时代换电业务总经理、时代骐骥CEO杨峻算了一笔账——采用骐骥底盘换电的重卡，按照全年跑10万公里来计算，单 公里比油车节省0.62元，相当于一年多挣6万元。跟LNG比，单公里节省0.2元，相当于一年多挣2万元。 本报记者 李雯珊 在市场与政策的"双轮"驱动下，新能源重卡发展迅猛。近日，重型货车北斗营运证入网销量口径显示，7月份，全国新增 新能源重卡1.62万辆，同比增长185%。1月份至7月份，新能源重卡累计销售8.22万辆，同比大增191%。同时，结合往年数据来 看，新能源重卡渗透率持续走高，从2023年6月份5.69%的渗透率，到2024年达到14.82%，再到2025年6月份已经达到了 26.07%。 据深圳 ...

Core Viewpoint - The article highlights the launch of the Ning-Shan-Mongolia heavy-duty truck battery swap network project, aimed at electrifying coal transportation in the Ningxia, Shanxi, and Inner Mongolia regions, thereby enhancing logistics efficiency and supporting carbon neutrality goals [1][4]. Group 1: Project Launch and Infrastructure Development - On August 12, the Qiji Battery Swap Network officially commenced in Ordos, Inner Mongolia, marking the start of the Ning-Shan-Mongolia heavy-duty truck battery swap network project [1]. - The newly operational battery swap station on the East Road is strategically located at the intersection of G20 Qingyin Expressway and the Ning-Mongolia provincial border, directly connecting to the Ningdong energy and chemical base [3]. - A total of ten battery swap stations are being constructed across key energy cities in Ningxia, Inner Mongolia, and Shanxi, covering over 2000 kilometers of transportation routes, with plans for full connectivity by the end of 2025 [3][4]. Group 2: Strategic Partnerships and Collaborations - DeepWay delivered the first batch of 50 battery swap heavy-duty trucks to Fuhai New Energy, which will be utilized for coal transfer and cross-province bulk cargo transportation [3]. - A procurement agreement for 150 battery swap heavy-duty truck chassis was signed between Qiji and several companies, including Fuhai New Energy and Ningxia Kunda, to enhance logistics efficiency [3][4]. - A significant strategic cooperation agreement was established among Qiji, Fuhai New Energy, and other partners to promote the construction of a battery swap ecosystem in the Ning-Shan-Mongolia region [4]. Group 3: Industry Impact and Goals - The Ning-Shan-Mongolia region is recognized as a crucial coal resource base in China, and the completion of the battery swap network will enable the electrification of the entire logistics chain for bulk goods such as coal and building materials [4]. - The initiative is expected to significantly reduce logistics costs and contribute to the realization of China's transportation and dual carbon goals [4].

Group 1 - The strategic cooperation framework agreement was signed between Transfar Zhilian and CATL's Times Kijiji New Energy Technology Co., aiming to build a low-carbon logistics system and promote green transformation in the logistics industry [1][2] - The partnership will establish efficient new energy battery swap demonstration stations within Transfar's highway ports, enhancing operational efficiency by integrating logistics data and customer resources [1][2] - By 2030, CATL plans to build a nationwide battery swap network covering 80% of trunk transportation capacity and 16 major urban clusters, facilitating the low-carbon transition of the heavy truck industry [2] Group 2 - Transfar Zhilian has been developing an integrated green ecosystem that includes photovoltaic power generation, charging stations, and energy storage facilities, extending its green vision through this collaboration [2] - The project will utilize CATL's battery swap solutions, supporting multi-brand vehicle swapping and creating a sustainable energy system through a "photovoltaic + energy storage + battery swap" model [2] - The collaboration aims to connect logistics transportation data with energy management data, enabling real-time planning of energy supply nodes and optimizing resource allocation for new energy heavy trucks [3]

Core Insights - Ningde Times (300750.SZ) reported a revenue of 178.886 billion RMB for the first half of 2025, representing a year-on-year growth of 7.27% [1] - The net profit attributable to shareholders was 30.485 billion RMB, showing a year-on-year increase of 33.33% [1] - The company proposed a cash dividend of 10.07 RMB per 10 shares (tax included) [1] Group 1: Passenger Vehicle Sector - The company launched the second-generation Shenxing supercharging battery, which is the world's first lithium iron phosphate battery with a range of 800 kilometers and a peak charging speed of 12C [1] - The Xiaoyao dual-core battery features a dual-core architecture and self-generating negative electrode technology, offering a new design that meets customized user needs across chemical systems [1] - The sodium new passenger vehicle power battery boasts excellent low-temperature energy retention and safety performance, reducing reliance on lithium resources due to the abundant supply of sodium [1] Group 2: Commercial Vehicle Sector - Building on last year's Tianxing series, the company introduced the sodium new Qizhu integrated battery for heavy-duty trucks and the Kunshi chassis commercial vehicle ecological solution for efficient logistics scenarios [1] Group 3: Energy Storage Sector - The company announced the mass production and delivery of a 587Ah large-capacity energy storage cell, achieving comprehensive upgrades in safety, energy density, lifespan decay, and system efficiency [2] - The TENER Stack, the world's first mass-producible 9MWh ultra-large capacity energy storage system solution, significantly improves volume utilization and energy density compared to traditional 20-foot container systems [2] Group 4: Battery Swapping Solutions - The new generation chocolate battery swapping solution is highly adaptable and has been promoted across multiple vehicle models, enhancing charging efficiency and user experience [2] - A strategic partnership with NIO was established to deepen the shared battery swapping network for passenger vehicles [2] - The Qiji battery swapping solution aims to provide a more environmentally friendly, economical, and efficient energy replenishment solution for the heavy-duty transportation industry [2] - The company has strengthened its long-term strategic cooperation with Sinopec to collaboratively build a more efficient, convenient, and economical energy replenishment network based on the chocolate and Qiji battery swapping solutions [2]

Group 1 - The core viewpoint of the article highlights the financial performance and product innovations of Ningde Times in the first half of 2025, showcasing revenue growth and significant profit increases [1] - The company's operating revenue reached 178.886 billion yuan, representing a year-on-year growth of 7.27% [1] - The net profit attributable to shareholders was 30.485 billion yuan, with a year-on-year increase of 33.33% [1] - The net profit excluding non-recurring gains and losses was 27.197 billion yuan, reflecting a growth of 35.62% year-on-year [1] - Basic earnings per share were reported at 6.92 yuan, and the company proposed a cash dividend of 10.07 yuan per 10 shares to all shareholders [1] Group 2 - In the passenger vehicle sector, the company launched several new battery products, including the second-generation supercharging battery, which is the world's first lithium iron phosphate battery with an 800 km range and peak charging speed of 12C [1] - The company introduced the Xiaoyao dual-core battery, which integrates dual-core architecture and self-generating negative electrode technology, catering to customized user needs [1] - The sodium new passenger vehicle power battery was highlighted for its excellent low-temperature energy retention and safety performance, reducing reliance on lithium resources [1] - In the commercial vehicle sector, the company released the sodium new integrated battery for heavy trucks and the Kunshi chassis commercial vehicle ecosystem solution aimed at efficient logistics scenarios [1] Group 3 - In the energy storage sector, the company announced the mass production and delivery of a 587Ah large-capacity energy storage cell, achieving upgrades in safety, energy density, lifespan decay, and system efficiency [2] - The company launched the world's first mass-producible 9MWh ultra-large capacity energy storage system solution, significantly improving volume utilization and energy density compared to traditional 20-foot container systems [2] - The new generation of chocolate battery swap solutions is adaptable to a wide range of vehicle models and has been promoted across multiple models, enhancing user experience and efficiency in energy replenishment [2] - The company established a strategic partnership with NIO to deepen the shared battery swap network for passenger vehicles [2] - The Qiji battery swap solution aims to provide more environmentally friendly, economical, and efficient energy replenishment solutions for the heavy truck transportation industry [2] - The company has strengthened its long-term strategic cooperation with Sinopec to collaboratively build a more efficient, convenient, and economical energy replenishment network based on its battery swap solutions [2]

Core Insights - The documentary "Chasing Light" showcases the development of China's photovoltaic industry over the past 20 years, highlighting its transition from following to leading in the sector [1] - The fifth episode focuses on how the photovoltaic industry aids in the green transformation of logistics, featuring the Qiji Switch Battery solution as a key case [1] Industry Overview - Wuhan Dongkou is a crucial part of the "China Car Valley" logistics system, housing 9 vehicle manufacturers, 13 factories, and over 500 parts suppliers, indicating significant logistics demand [3] - The Qiji battery swap station can service 192 electric heavy trucks daily, with each battery swap taking only 5 minutes, allowing for a range of nearly 700 kilometers [3] Cost Efficiency - Compared to traditional fuel trucks, electric heavy trucks can reduce energy consumption by approximately 50%, saving each driver about 80,000 yuan annually, which is vital for lowering overall logistics costs [5] Network Expansion - The Qiji battery swap network is rapidly expanding across key logistics corridors, with significant developments in various regions, including the Yangtze River Economic Belt and the first cross-border heavy truck battery swap line [7] - By 2030, Qiji plans to establish a national battery swap network consisting of 16 major urban clusters, enhancing the efficiency of logistics through the integration of photovoltaic power and battery swapping [7] Future Outlook - The integration of photovoltaic energy with battery swapping represents a comprehensive upgrade in the logistics sector, with each additional 100 electric heavy trucks leading to the establishment of a new battery swap station, further reducing logistics costs and promoting a zero-carbon transportation future [7]

Core Viewpoint - The documentary "Chasing Light" highlights the green transformation of logistics, with CATL's Qiji battery swapping solution being a key practice in achieving near-zero carbon operations in heavy-duty logistics [1] Group 1: Company Insights - CATL's Qiji battery swapping stations serve an average of 192 electric heavy trucks daily in Wuhan's logistics hub, known as "China's Vehicle Valley" [1] - Each battery swap takes only 5 minutes, providing a range of nearly 700 kilometers for the trucks [1] Group 2: Industry Developments - The installation of a 4000 kW rooftop solar photovoltaic system next to the battery swapping station supplies green electricity directly to the station, meeting its daily energy needs [1] - This initiative supports the logistics sector in achieving near-zero carbon emissions, reflecting a significant step towards sustainable logistics operations [1]

Core Viewpoint - The article highlights the significant transformation in the commercial vehicle industry towards new energy vehicles, with Chery Commercial Vehicle's joint efforts with CATL to develop a comprehensive battery swap solution for heavy trucks, marking a pivotal shift in the sector towards sustainability and efficiency [1][4][15]. Group 1: Strategic Partnerships and Innovations - Chery Commercial Vehicle has partnered with CATL to advance the green transformation of heavy trucks, focusing on the development of battery swap technology and energy supply networks [4][5]. - The launch of the "Qiji Battery Swap Solution" aims to achieve breakthroughs in standardization, cost-effectiveness, and comprehensive ecological integration for heavy trucks [4][9]. - The electric Kirin battery swap tractor, showcased at the event, is designed for long-haul logistics, emphasizing high performance, low energy consumption, and safety [10][12]. Group 2: Product Development and Market Positioning - Since 2014, Chery Commercial Vehicle has been developing its new energy heavy truck business, introducing products like pure electric and hybrid heavy trucks [7]. - The electric Kirin series represents a significant advancement, leading the industry into a new era where oil and electricity are priced similarly [7][12]. - The upcoming heavy truck platform set to launch in 2025 will feature innovative technologies to support the large-scale promotion of intelligent electric heavy trucks [7][15]. Group 3: Economic Impact and Customer Feedback - A customer reported that the electric Kirin has a significant cost advantage, with operational costs around 1 yuan per kilometer, saving approximately 20,000 yuan monthly compared to fuel vehicles [14]. - The electric Kirin's lightweight design and advanced battery system enhance its profitability and operational efficiency, aligning with national policies for replacing old vehicles [12][14]. Group 4: Future Outlook - The collaboration with CATL is expected to strengthen Chery Commercial Vehicle's influence in the new energy sector and accelerate the establishment of industry standards and ecosystem development [7][15]. - The comprehensive integration of resources aims to facilitate the large-scale implementation of battery swap technology across various operational scenarios, promoting cost reduction and green transformation in the logistics industry [9][10].

Core Viewpoint - The electric heavy truck industry in China is expected to experience significant growth in the next three years, with a projected electrification rate of 50% due to zero-carbon transformation and cost reduction in logistics [1][2]. Group 1: Market Growth - From 2023 to 2025, the new energy heavy truck market is entering a critical phase of large-scale explosion, with sales expected to reach 82,500 units in 2024, a year-on-year increase of 136.39%, and a market penetration rate nearing 10% [2]. - In the first quarter of 2025, sales of new energy heavy trucks are projected to continue growing rapidly, reaching 30,000 units, representing a year-on-year growth of 176% and a market penetration rate of 11.51% [2]. - The growth in sales of new energy heavy trucks is becoming a crucial support for the sales growth of leading heavy truck manufacturers [2]. Group 2: Factors Driving Growth - The explosion in the new energy heavy truck market is primarily driven by policy support, advancements in product technology, and the economic viability of products [2]. - The core technologies for electric vehicle electrification, such as batteries, electronic controls, and motors, are becoming increasingly mature, supporting the development of the electric heavy truck industry [2]. Group 3: Challenges and Solutions - Despite the growth, the large-scale promotion of electric heavy trucks faces challenges such as insufficient charging infrastructure, high initial purchase costs, and non-standardized battery specifications [3]. - To address these challenges, leading companies in the new energy vehicle sector are launching solutions based on their strengths, such as Ningde Times' "Qiji Battery Swap Solution," which aims for standardization, economic efficiency, and adaptability across various scenarios [3][4]. - The Qiji Battery Swap Solution allows for cost savings, with calculations showing that heavy trucks using this solution can save 0.62 yuan per kilometer compared to traditional fuel trucks, equating to an annual savings of over 60,000 yuan [3]. Group 4: Technological Advancements - Ningde Times' Qiji Battery Swap Solution has achieved "electricity parity" in the heavy truck sector, facilitating the integration of green energy into transportation and road networks through modularization and standardization [4].

Core Viewpoint - CATL is positioning itself as a leader in the heavy-duty truck battery swapping market, leveraging its advancements in battery technology and the current favorable market conditions for electric vehicles [4][5]. Group 1: Battery Swapping Initiatives - On May 18, CATL announced the launch of the 75 standardized battery swapping block and a comprehensive battery swapping solution for heavy-duty trucks [1][2]. - The company aims to establish an "eight horizontal and ten vertical" battery swapping green network by 2030, with a target of achieving over 50% electrification penetration in heavy-duty trucks within three years [2]. - The 75 standardized battery block offers three main advantages: lowest lifecycle cost per ton-kilometer, highest safety performance in the industry, and perfect adaptability to battery swapping models [2][4]. Group 2: Market Strategy and Positioning - CATL's entry into the heavy-duty truck battery swapping sector is driven by the current cost advantages of electricity compared to diesel, making it an opportune time to capture market share [4]. - The 75 battery has a capacity of approximately 171 kWh, allowing different sizes of heavy-duty trucks to utilize two or three blocks, thus saving 5-7% of cargo space [4]. - The company plans to build 300 battery swapping stations in key regions such as the Yangtze River Delta and the Greater Bay Area, aiming to cover 80% of trunk transport capacity with a nationwide network in five years [2][4]. Group 3: Diversification and Ecosystem Development - CATL is pursuing a dual strategy in both ultra-fast charging and battery swapping, indicating a comprehensive approach to market opportunities [7][8]. - The company has transitioned from a battery manufacturer to a full-solution provider, aiming to create an ecosystem that integrates ultra-fast charging, battery swapping, and energy storage [8]. - The diversification strategy is seen as essential for overcoming growth bottlenecks, with investments in upstream materials and downstream vehicle manufacturers to build a robust ecosystem [9].