Electric Heavy-Duty Trucks Accelerate into Trunk-Line Logistics

[Infrastructure] Charging and battery-swap networks for trunk-line logistics are rapidly expanding across multiple locations, paving the way for large-scale deployment of electric heavy-duty trucks.

Key Development: Electric Heavy-Duty Trucks Enter a Critical Window for Trunk-Line Adoption

CATL and Sichuan Provincial Port & Shipping Investment Group are jointly developing a battery-swap network along National Highway G318. Meanwhile, Guangxi has launched the first dedicated high-power charging station for heavy-duty trucks on a highway mainline. Nationwide, energy replenishment infrastructure for trunk-line logistics is evolving from isolated points into an integrated network.

Key Metrics: Penetration Rate to Surpass 28% by 2025

By 2025, sales of new-energy heavy-duty trucks in China are projected to reach 231,000 units—an 182% year-over-year increase—pushing market penetration beyond 28%. Electric heavy-duty trucks are becoming a key driver in the next phase of new-energy vehicle adoption.

Strategic Foundation: Dual Drivers of Technology and Policy

Advancements in traction battery performance and declining costs, combined with policy implementation such as the 'Action Plan for Large-Scale Equipment Renewal in Transportation,' are effectively addressing the three major bottlenecks: excessive battery weight, high costs, and slow energy replenishment.