In a major push to accelerate the green transformation of the\ntransport sector, 11 Chinese government departments, including the\nMinistry of Transport and the National Development and Reform\nCommission, have jointly released an implementation plan to expand the\nuse of new energy heavy-duty trucks (NE-HDT). The policy sets an\nambitious target: by 2030, the market penetration rate of NE-HDT in\nChina is expected to reach 40 percent, with a total fleet exceeding 1.6\nmillion units. This figure equates to roughly 20 percent of all\nheavy-duty trucks operating in the country, according to a report by\nCarnewschina.<\/p>\n
Transport remains one of the main sectors contributing to carbon\nemissions, accounting for around 10 percent of the national total.\nWithin this sector, heavy-duty trucks contribute approximately 40\npercent of transport-related emissions. Officials stressed that\nexpanding the use of NE-HDT, defined as heavy vehicles with a gross\nweight of 12 tonnes or more primarily using new energy sources, is\ncrucial for reducing pollutants such as nitrogen oxides and fine\nparticulate matter.<\/p>\n
According to market research firm CIC Consulting, the annual total\ncost of ownership (TCO) of a conventional fuel-powered heavy-duty truck\nin 2024 reached 797,000 yuan, whereas an electric model cost only around\n620,000 yuan. This economic advantage has driven rapid growth. Liang\nLinhe, a director at Sany Group and chairman of Sany Heavy Truck, noted\nthat the market penetration rate of new energy heavy-duty trucks surged\nfrom just 0.9 percent in 2021 to 28.9 percent in 2025.<\/p>\n
Currently, electric heavy-duty trucks are primarily used for\nshort-distance transport in closed environments such as coal mines,\nsteel plants, and ports. Wang Jianyu, deputy general manager of FAW\nJiefang and dean of the Commercial Vehicle Development Institute, stated\nthat by 2025 the penetration rate of electric heavy-duty trucks in these\nshort-distance transport scenarios had already surpassed 60 percent. For\nlong-haul logistics, the industry still faces two main challenges:\nbattery energy density and the availability of charging infrastructure.\nBecause current regulations limit the maximum gross weight of heavy-duty\ntrucks to 49 tonnes, increasing battery capacity to extend range often\nreduces payload capacity as part of the weight must be allocated to the\nbattery. To address this, the industry is pursuing two main paths:\nmegawatt charging and battery swapping.<\/p>\n
Meanwhile, CATL is developing a battery swap system to lower purchase\ncost barriers and reduce the risk of battery asset depreciation. By the\nend of 2025, CATL had built 305 battery swap stations for NE-HDT and\nplans to increase that number to 900 stations by the end of 2026. The\ncompany is targeting its battery swap network to cover 80 percent of\nmajor logistics corridors by 2030.<\/p>\n
The new implementation plan also calls for the construction of\napproximately 3,000 charging and battery swap stations for heavy-duty\ntrucks. Additionally, the Chinese government is targeting new energy\ntrucks to account for 18 percent of road freight volume by 2030. To\nsupport this infrastructure build-out, the government has committed to\nproviding land and energy supply support, financial incentives, and more\nfavourable electricity tariffs. These measures are designed to promote\nthe development of zero-carbon road transport corridors while spurring\ninnovation in commercial business models, ensuring the transition to new\nenergy can proceed sustainably and remain economically viable for fleet\noperators.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/china-targets-40-percent-penetration-of-new-energy-heavy-duty-trucks-by-2030-1781704551", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }