The answer is affirmative. At present, northern mining and steel plants have heavily invested in the use of electric heavy-duty trucks, and Shanghai has recently launched a high subsidy of 280000 yuan, which is expected to promote the rapid popularization of electric heavy-duty trucks in ports. From the perspective of operating costs, the advantages of electric heavy-duty trucks are very obvious. Under standard conditions, the average electricity consumption is about 1 to 1.3 kWh per kilometer, and the cost of electric energy is only about one yuan, which is at least one yuan less per kilometer than that of oil vehicles. The economy is very outstanding.
The two major factors currently affecting the popularity of electric heavy-duty trucks are car prices and charging facilities, which are being quickly resolved. Local governments are actively introducing car purchase subsidies. In addition to Shanghai, Jiangxi, Anhui, Foshan and other places have also successively introduced relevant policies. Meanwhile, as the price of lithium iron phosphate raw materials decreases, battery costs continue to decline, and it is expected that the price gap between electric heavy-duty trucks and fuel vehicles will narrow to within 100000 yuan. According to current operational data, the purchase price difference can be recovered in about a year, and it is expected to earn an additional 100000 yuan per year compared to gasoline cars. As for charging stations, we practitioners can take the initiative to layout them. For our current electric heavy-duty truck transportation business, we directly invest in building heavy-duty truck charging stations at key nodes of transportation routes. This can provide low-cost energy to our own fleet, control operating costs, and earn service fees from external operations, killing two birds with one stone. Once the scale of electric heavy-duty trucks increases, the demand for charging will quickly drive the speed of station construction. According to multiple website construction companies, there may be a surplus of charging stations in some areas within 1 to 2 years, and the charging network of the Yangtze River Delta, Pearl River Delta and other industrial belts will be initially completed within 3 to 5 years, laying the foundation for medium and long-distance electrification. So, it is a foregone conclusion that electric heavy trucks will replace fuel heavy trucks, and the rest is only a matter of time.
