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Behind the soaring sales: charging heavy trucks and battery swapping heavy trucks, who has more development potential?

author:Heavy trucks have a big vision

Under the strong impetus of the "dual carbon" strategy, the mainland new energy heavy truck market has ushered in a rapid development momentum in recent years. Among them, electric heavy trucks have become the absolute main force in the new energy heavy truck market with their excellent performance.

At present, the electrification process of heavy trucks in mainland China is significantly accelerating, and its application scenarios are also expanding. Electric heavy trucks are mainly used in industries with heavy environmental pollution such as ports, mines, and large iron and steel enterprises, as well as short-distance transportation fields such as road-rail connection, coal mine to power plant, urban muck and sanitation. These scenarios usually have the characteristics of fixed routes, short one-way distances, and average daily operating mileage of 200-230 kilometers.

Behind the soaring sales: charging heavy trucks and battery swapping heavy trucks, who has more development potential?

Charging VS battery swapping, who has more advantages?

In the choice of electric heavy truck energy replenishment mode, the two modes of battery replacement and charging have launched fierce competition. However, in recent years, the charging mode has gradually gained the upper hand, and the battery swap mode is facing challenges. There are many reasons behind this.

First of all, the construction cost of battery swap stations is relatively high. Although with the advancement of technology, the construction cost of the battery swap station has been reduced, but the investment cost of a battery swap station is still as high as millions, which makes the operating cost of the battery swap heavy truck rise sharply, affecting its market competitiveness.

Behind the soaring sales: charging heavy trucks and battery swapping heavy trucks, who has more development potential?

Secondly, the number of new charging heavy trucks on the market is increasing, and the battery capacity and range have been significantly improved. These rechargeable heavy trucks not only ensure strong power output, but also have a longer cruising range, reducing the need for high-frequency energy replenishment. For example, for example, the intelligent electric version of SAIC Hongyan charging pure electric tractor has a cruising range of 300km, which can cover the mileage requirements of heavy-duty short barge transportation, with a peak power of 430kW and a maximum torque of 3250N·m. It can be charged with two guns, and it can be fully charged again in 40 minutes. SAIC Hongyan Intelligent New Energy Heavy Truck is equipped with FOTA function as standard, which is the industry's first intelligent adaptation to scenarios, which can accurately match transportation scenarios, push the best data version for users, and achieve optimal control of scene energy consumption.

Behind the soaring sales: charging heavy trucks and battery swapping heavy trucks, who has more development potential?

And as green development has become a global consensus, China's manufacturing, intelligence, and new energy have successively entered the international market and achieved good results. SAIC Hongyan exports new energy heavy trucks to Chile, Costa Rica and other countries, becoming a new choice for the local transportation market.

Behind the soaring sales: charging heavy trucks and battery swapping heavy trucks, who has more development potential?

In addition, the battery swap industry has not yet formed a unified standard. The battery swap stations cannot communicate with each other and can only provide services for specific brands of vehicles, which greatly limits the market application scope of battery swapping heavy trucks. Compared with the battery swap station, the investment cost of charging facilities is lower, the industrial chain involved is simpler, and it is easier to promote and popularize in various places.

To sum up, battery swapping heavy trucks and charging heavy trucks, as an important force to promote the electrification process of the mainland heavy truck industry, have their own advantages and limitations. In the future, the two will jointly promote the green transformation of the heavy-duty truck industry, but the charging mode may occupy a more dominant position. However, this does not mean that the battery swap mode will be completely replaced, and it will still play an important role in specific fields and scenarios.