Billions of funds are pouring in, not just cars, but heavy trucks. What opportunities are hidden in the big game of oil to electricity?
Today, let's not talk nonsense. Let's directly use data to break down this billion dollar heavy truck oil and change the banner. Firstly, this is not an empty flame, but an unstoppable hard demand. By November 2025, related investments have exceeded 80 billion yuan. On one hand, there is the fuel pressure and dual carbon hard index of 8.4 million heavy trucks, and on the other hand, there is the urgent need for enterprises to reduce costs. The energy consumption cost of a 49 ton pure electric heavy-duty truck per 100 kilometers is 3% lower than that of a diesel vehicle, and running 150000 kilometers in 17 years can save 191000 yuan. After calculating this account, transformation is already a necessary question. Where did the billions of funds flow to?
1, The construction frenzy has led to a cost of about 5 million yuan for three battery swapping stations, and there is a huge demand for power grid capacity expansion and renovation. The State Grid Corporation of China plans to build 3000 dedicated supercharging stations during the 15th Five Year Plan period, with an investment of over 100 billion yuan for this project alone. At present, there are over 5000 heavy-duty truck charging stations and over 1200 swapping stations nationwide, but this is still just the beginning and the gap is huge. Top car companies such as XCMG and Sany, which have both sold over 3000 new energy heavy-duty trucks per month, have expanded their production and upgraded their core components. In the fields of batteries, motors, and electronic control, there is a fierce competition among giants such as one-dimensional lithium energy, CATL, and Huawei, who are investing heavily to compete for the technological high ground. 3. The service and financial innovation of the car electric separation battery leasing model has completely solved the pain point of expensive car purchases. For example, CATL has cooperated with ground railways to directly reduce down payment costs by 60%. Meanwhile, aftermarket services such as three electric maintenance and battery recycling have also become a new blue ocean in the eyes of capital. Lao Huang wants to say that this wave of billions of investments is not only rewriting the pattern of heavy trucks, but also leveraging trillion level upstream and downstream industries. From making cars to selling electricity, and then to selling services, opportunities are right in front of us. This is not only a revolution in energy, but also a real new trend of wealth that is worth our continuous exploration.
