New Energy Heavy-Duty Trucks – Market Explosion and the Rise of a Hundred-Billion-Yuan Track
In the first half of 2025, China’s new energy heavy-duty truck market achieved leapfrog growth at an unprecedented speed. The cumulative sales volume of the industry reached 79,710 units, a year-on-year surge of 184.7%. This figure not only set a new historical high but also pushed the penetration rate of new energy heavy-duty trucks in the overall heavy-duty truck market to exceed 20% (reaching 24% in June alone), marking that the industry has officially entered a market-driven explosion period from the policy-guided demonstration stage.
- Data source: Electric Vehicle Resources
In the rapid expansion of the market, the explosion of new energy heavy-duty trucks is not caused by a single factor, but the result of the joint action of policy dividends, economic advantages, and industrial chain synergy, forming an “iron triangle” that drives the growth of the industry. With the decline in battery costs and the maturity of technology, the total cost of ownership (TCO) of new energy heavy-duty trucks has been significantly better than that of diesel vehicles. Calculations show that in the scenario of an annual operating mileage of 130,000 kilometers: the gap in purchase costs has narrowed; the operating cost advantage is significant. The industry is shifting from single-point technological breakthroughs to ecological synergy, forming an integrated “vehicle-pile-network” solution.
Despite the rapid progress of the market, the full penetration of new energy heavy-duty trucks in trunk line logistics still faces multiple challenges. The industry is systematically breaking through these bottlenecks through technological iteration and model innovation. In complex working conditions such as plateau mountainous areas and frigid zones, the actual cruising range of electric heavy-duty trucks is often 30%-40% lower than the nominal value, which has become a key obstacle restricting cross-regional transportation. The popularization of large-capacity battery packs, the acceleration of solid-state battery industrialization, thermal management technology, and the commercialization of megawatt-level ultra-fast charging technology in 2025 have shown diversified breakthrough paths.
- Image source: Network, 侵删 (infringement will be removed)
The application scenarios of new energy heavy-duty trucks are undergoing structural expansion, from point-like demonstrations to full coverage, and this process will release a market space of hundreds of billions of yuan. New energy heavy-duty trucks cover multiple scenarios, including ports/mining areas; muck/cold chain; regional short-distance; trunk line long-distance, etc. Relying on zero emissions and low noise, and benefiting from road right tilt and economy, they are accelerating the reshaping of the industry competition pattern.
The new energy heavy-duty truck industry is experiencing a triple leap forward, moving towards a broader development space. Zhengheng Power, in the core long stream, deeply cultivates the field of new energy core components, empowers various key system components with innovative technologies, and the research and development of thermal management technology provides surging power and lasting endurance for new energy heavy-duty trucks, directly facing complex challenges, helping customers move forward steadily in the wave of green transformation and gain first-mover advantages.
Post time: Jul-24-2025
