EVTank: In the first half of the year, the penetration rate of electric heavy trucks in China has greatly increased to 5.6%, driving the installed capacity of lithium batteries for heavy trucks to reach 11.4 GWh.

2024年上半年中国电动重卡的销量2.8万辆，同比增长141.8%，整个重卡行业的电动化大幅上升到5.6%。2024年1-6月中国电动重卡用锂离子电池的装机量为11.4GWh。

智通财经APP获悉，近日，研究机构EVTank联合伊维经济研究院共同更新了《中国电动重卡行业发展白皮书(2024年)》，白皮书数据显示，2024年上半年中国电动重卡的销量2.8万辆，同比增长141.8%，整个重卡行业的电动化大幅上升到5.6%。2024年1-6月中国电动重卡用锂离子电池的装机量为11.4GWh。

展望未来，EVTank在白皮书中预测到2025年和2030年，电动重卡的渗透率将分别提升至6.0%和17.4%，2030年中国电动重卡的总体销量将超过30万辆。

从市场竞争格局来看，2024年上半年，徐工汽车以17.5%的市场份额继续占据榜首，三一集团、中国重汽和宇通汽车紧随其后，前四企业总合计市场份额52.5%，头部企业销量较为集中。

另外，EVTank统计数据显示，锂离子电池仍然是电动重卡的主要电池类型，2024年1-6月燃料电池重卡销量达到1347台，也带动了燃料电池装机量的增长，主要企业包括国鸿氢能、上海重塑、云韬氢能、鲲华新能源、康明斯新能源等，其中国鸿氢能配套燃料电池市场份额排名第一，达到30%，其主要供应东风柳汽、飞驰汽车、陕汽集团等。

从主要配套电动重卡的锂电池企业来看，整个行业仍处于宁德时代一家独大的市场格局，但随着二线电池企业入局增多，头部企业份额有所下降。2024年上半年，宁德时代以72.4%的市场份额保持第一，较23年下降8.7%；亿纬锂能排名第二，市场份额为16.4%，较23年上升3.7%；其他主要配套企业如国轩高科、比亚迪和盟固利等，市场份额分别为3.2%、3.1%和2.7%。从供应关系来看，宁德时代几乎供应所有的电动重卡企业，亿纬锂能主要配套远程商用车、三一汽车、陕汽集团等；国轩高科主要配套远程商用车、上汽红岩、江淮汽车等；比亚迪主要配套中国重汽和徐工汽车。

从电机企业来看，EVTank数据显示，2024年上半年为电动重卡配套的电机企业主要包括苏州绿控、徐工新能源、特百佳动力、西安智德和法士特等，其中苏州绿控以18.0%的市场份额继续占据电动重卡用电机市场第一，龙头地位稳固。前五企业合计市场份额62.2%，较2023年下降7.2%，市场集中度有所下滑。

In the first half of 2024, the sales of electric heavy trucks in China reached 0.028 million vehicles, an increase of 141.8% year-on-year, and the electrification of the entire heavy truck industry increased significantly to 5.6%. The installation volume of lithium-ion batteries used in Chinese electric heavy trucks from January to June 2024 was 11.4GWh.

According to EVTank research and iweconomy's joint update of the "White Paper on the Development of China's Electric Heavy Truck Industry (2024)", the sales of Chinese electric heavy trucks in the first half of 2024 was 0.028 million vehicles, a year-on-year increase of 141.8%, and the electrification of the entire heavy truck industry increased significantly to 5.6%. The installation volume of lithium-ion batteries used in Chinese electric heavy trucks from January to June 2024 was 11.4GWh.

Looking ahead, EVTank predicts in the white paper that the penetration rate of electric heavy trucks will increase to 6.0% and 17.4% respectively in 2025 and 2030. The total sales of Chinese electric heavy trucks will exceed 0.3 million vehicles by 2030.

In terms of market competition, in the first half of 2024, XCMG continued to occupy the top of the list with a market share of 17.5%, followed by Sany Group, Sinotruk, and Yutong Bus. The market share of the top four companies totaled 52.5%, and the sales of head companies are relatively concentrated.

In addition, according to EVTank statistics, lithium-ion batteries are still the main battery type for electric heavy trucks. The sales of fuel cell heavy trucks reached 1347 units from January to June 2024, which also led to the growth of fuel cell installation volume. Major companies include Guohong Hydrogen Energy, Shanghai Reshine, Yuntoo Hydrogen Energy, Koonhua New Energy, Cummins New Energy, etc., of which Guohong Hydrogen Energy has the largest market share of 30% for supporting fuel cells. The main supply is Dongfeng Liuqi, Feichi Auto, and Shaanqi Group.

In terms of major lithium battery companies for electric heavy trucks, the entire industry is still dominated by Contemporary Amperex Technology (CATL), but as more second-tier battery companies enter the market, the market share of head companies has declined. In the first half of 2024, Contemporary Amperex Technology maintained its first place with a market share of 72.4%, a decrease of 8.7% from 2023; EVE Energy ranked second with a market share of 16.4%, an increase of 3.7% from 2023; other major supporting companies such as Gotion High-Tech, BYD, and Mengguoli have market shares of 3.2%, 3.1%, and 2.7%, respectively. In terms of supply relationships, Contemporary Amperex Technology supplies almost all electric heavy truck companies, while EVE Energy mainly supports long-distance commercial vehicles, Sany Auto, Shaanqi Group, etc.; Gotion High-Tech mainly supports long-distance commercial vehicles, SAIC Hongyan, Anhui Jianghuai Automobile Group Corp., Ltd., etc.; BYD mainly supports Sinotruk and XCMG.

In terms of electric motor companies, EVTank data shows that the major electric motor companies supporting electric heavy trucks in the first half of 2024 include Suzhou GreenControl, Xugong New Energy, Tevva Motors, Xi'an Zhide, and Fastert. Among them, Suzhou GreenControl continued to occupy the first place in the electric motor market for electric heavy trucks with a market share of 18.0%, and its leading position remained stable. The market share of the top five companies accounted for 62.2%, a decrease of 7.2% from 2023, and the market concentration decreased slightly.

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EVTank：上半年中国电动重卡渗透率大幅提升至5.6% 带动重卡用锂电池装机量达11.4GWh

EVTank: In the first half of the year, the penetration rate of electric heavy trucks in China has greatly increased to 5.6%, driving the installed capacity of lithium batteries for heavy trucks to reach 11.4 GWh.

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