The Chairman of Sany Heavy Truck asserts that electric vehicles are "better to use and more cost-effective"

1、 Economic crushing: reversal of core competitiveness of production tools

As a production tool aimed at profit, the core evaluation criteria for heavy trucks are cost and efficiency. Liang Linhe pointed out that electric heavy-duty trucks have formed an absolute advantage over gasoline vehicles in these two aspects. The current operating cost per kilometer for fuel powered heavy-duty trucks is about 2.6-3.1 yuan, while for electric heavy-duty trucks it is only about 0.9 yuan, saving nearly 2 yuan per kilometer. Calculated based on driving 200000 kilometers per year, electric heavy-duty trucks can save costs of 340000 to 440000 yuan per year, far exceeding the price difference of vehicles.

With the maturity of battery technology and economies of scale, the selling price of electric heavy-duty trucks has dropped from the million yuan range to the 500000 yuan range. The "car electric separation" mode further lowers the threshold for purchasing a car by 37%, completely breaking the pain point of "not being able to afford it". Combined with high oil prices and strict emission regulations, the cost of using fuel heavy trucks continues to rise, and the cost advantage of electric heavy trucks throughout their lifecycle is irreversible, becoming the first choice for logistics companies to reduce costs and increase efficiency.

2、 Technological breakthrough: Comprehensive breakthrough in the bottleneck of long battery life

The previous limitations on the endurance of electric heavy-duty trucks have been overcome. The popularization of high-capacity batteries (600 degrees+), high energy density (180Wh/kg+), and 800V high-voltage platforms has enabled electric heavy-duty trucks to have a full load range of over 800 kilometers, fully covering the needs of mainline logistics. Megawatt level supercharging achieves "60% energy replenishment in 30 minutes", perfectly matching the driver's mandatory rest time, and the energy replenishment efficiency is close to that of fuel vehicles.

At the same time, electric heavy-duty trucks have stronger power characteristics than gasoline vehicles. The instantaneous high torque characteristic of the motor makes it easier to start under heavy loads and climb slopes, significantly improving handling and stability. Liang Linhe emphasized that technological breakthroughs have enabled electric heavy-duty trucks to surpass gasoline vehicles in terms of performance, no longer as "substitutes", but as "upgrades", laying the foundation for full scenario penetration.

3、 Market explosion: Rapid increase in penetration rate, ushering in a wave of substitution

The market data confirms Liang Linhe's judgment. By 2025, the sales volume of new energy heavy-duty trucks will reach 231100 units, a year-on-year increase of 182%, with a penetration rate of 29%; Expected sales of 300000 to 350000 vehicles in 2026, with a penetration rate of 35% to 40%. Starting from closed scenarios such as ports and mines, electric heavy-duty trucks are rapidly expanding towards full scenarios such as urban distribution and trunk lines.

Liang Linhe further proposed that new energy heavy-duty trucks will fully replace fuel vehicles, and the long-distance logistics field is no exception. This trend is not only due to technological and cost advantages, but also related to the "dual carbon" goal and energy security - fuel heavy trucks account for 50% of road fuel consumption, and full electrification can solve nearly half of road energy security problems.