New energy commercial vehicles may usher in the "thousand kwh era"!

Advancements in power battery technology are continuously driving new energy commercial vehicles forward."Address weaknesses" and "accelerate the replacement of fuel vehicles"A brand new phase!

According to the data, in 2024, in the domestic new energy commercial vehicle sector,A large-capacity vehicle with a 600kWh battery is ramping up production.In 2025, battery companies have already enteredLaunching an attack on the threshold of over 750 kWh, even reaching 1000 kWh of electricity consumption.

This means that in just one year,A major breakthrough has been achieved in the technology of commercial vehicle power batteries in China.With the gradual mass production and application of larger battery packs, the issue of insufficient vehicle range will be significantly alleviated. This will not only further enhance the operational economy of new energy commercial vehicles, but also is expected to accelerate the electrification of commercial vehicles.

01

In the first half of the year, the growth rate of new energy commercial vehicles "leads the way."

According to data from the China Association of Automobile Manufacturers, from January to June 2025, domestic new energy vehicle sales were 5.878 million units (excluding exports, the same below), a year-on-year increase of 35.5%. Among them, sales of new energy passenger vehicles were 5.524 million units, a year-on-year increase of 34.3%.Sales of new energy commercial vehicles reached 354,000 units, representing a significant year-on-year increase of 55.9%.

Although sales have not yet reached one-tenth of new energy passenger vehicles,The growth rate of new energy commercial vehicles outpaced the "market", showing strong growth momentum.

From January to June, domestic commercial vehicle sales reached 1.62 million units (excluding exports, the same below), representing a slight year-on-year increase of 0.3%.

After calculation,In the first half of the year, domestic sales of new energy commercial vehicles accounted for 21.85% of the total domestic commercial vehicle sales.This means that although fuel-powered commercial vehicles still dominate the market,The growth rate of new energy commercial vehicles far exceeds that of fuel models.

Industry insiders point out that as breakthroughs in power battery technology continue, the advantages of low operating costs for new energy commercial vehicles will become increasingly evident, and their penetration rate is expected to continue to increase in the future.

Notably, although the current penetration rate of new energy commercial vehicles is still relatively low, because they...The battery pack has a large charge.For example, a 600kWh battery pack is equivalent to the power capacity of 10-15 passenger cars (with 60kWh-40kWh battery packs).According to the data from the Power Battery Application Branch, the installed capacity of power batteries for domestic new energy passenger vehicles and commercial vehicles from January to June was 251.3 GWh and 50.8 GWh, respectively.

It can be seen thatAlthough new energy commercial vehicles currently account for only 6.4% of new energy passenger vehicle sales, their installed capacity reaches 20% of the total installed capacity of new energy passenger vehicles.Therefore, as sales increase, there will be a significant boost in the installation capacity of battery companies in the future, and the market landscape is also expected to be reshaped.

02

Increasing electricity capacity has become one of the main trends for power batteries in commercial vehicles.

In the current commercial vehicle market, particularly in heavy-duty scenarios, the battery pack...Battery capacity, charging efficiency, durability, and safety.Higher requirements have been put forward in these aspects.

According to Battery China Observation,The technological breakthroughs of leading companies in the field of power batteries exhibit two main characteristics: on one hand,Battery companies are continuously increasing the energy capacity of new energy commercial vehicles through innovations in material systems and process upgrades.On the other handThe continuous optimization of battery performance, such as fast charging, long lifespan, and safety, further highlights the economic advantages of new energy commercial vehicles under demanding conditions like heavy load and mining.

In July this year,Hive EnergyThe dedicated commercial vehicle long-range battery it developed has been installed in the Great Wall pure electric wide-body vehicle GT105E long-range version.

According to the introduction,The major technological breakthrough of Yuanlu Battery lies in:Firstly, the long-life version has a single pack capacity of 95.7kWh.A combination of 8 packs can achieve a large capacity of 765 kWh.First, it can significantly enhance heavy-load endurance; second, the fast-charging version supports 4C charging and utilizes "four-gun fast-charging" technology to achieve 20%-90% SOC charging in 50 minutes, greatly improving vehicle operational efficiency; third, the long-life version offers an ultra-long warranty, combined with high-strength protective design, making it suitable for harsh mining environments and highlighting the comprehensive operational cost advantages throughout the vehicle's lifecycle.

In the earlier month of June,Funeng TechnologyOn the interactive platform, it was revealed that it adopted itsThe SPS large soft pack semi-solid state battery solution can achieve a capacity of over 1000 kWh. This battery pack will be primarily used in the commercial vehicle sector.

Notably, the battery pack's capacity surpasses 1000 kWh, indicating that new energy commercial vehicles are expected to enter a new phase of "thousand kilowatt-hour capacity." This will further alleviate the current issue of insufficient vehicle range and is expected to accelerate the electrification process in specific commercial vehicle segments such as heavy trucks.

This May,EVE EnergyFurthermore, eight flagship "open-source battery" products specifically designed for commercial vehicles were launched to meet the needs of all commercial vehicle scenarios.

In the context of heavy trucks, in addition to launching LF230P-453kWh, LF668-448kWh, and LF420-563kWh batteries, EVE Energy also released...LM284-851kWh batteryAccording to the introduction, this 851-degree high-capacity battery uses the LMX chemical system, enabling the vehicle to have a range of 700 kilometers.

Regardless of the type of chemical system or packaging form, the current commercial vehicle battery packs' energy capacity,There seems to be a trend of getting bigger and bigger.At the same time, battery companies need to balance the risk of large battery capacity and thermal runaway, shorten charging time, and extend battery lifespan in order to achieve a comprehensive upgrade of long vehicle range, ultra-fast charging, long lifespan, and high safety.

03

International cooperation on commercial vehicle power batteries is becoming increasingly common.

Under the drive of advancements in battery technology and processes,In recent months, international cooperation on commercial vehicle power batteries has been frequent.Chinese enterprise power batteries are gaining recognition from an increasing number of overseas customers.

JulyContemporary Amperex Technology Co., Limited (CATL)Signed a memorandum of understanding with BHP to jointly research battery solutions for heavy mining equipment/railway locomotives, and to collaborate in areas such as fast-charging infrastructure and battery recycling.

Fudi BatteryDuring the same period, a memorandum of understanding was signed with BHP to jointly explore power battery system solutions for heavy mining equipment and locomotives, as well as the corresponding fast-charging infrastructure. They will also explore the application of BYD commercial vehicles in mining scenarios.

May,Ruipulan JunSigned a strategic cooperation memorandum on commercial vehicle battery systems with Indonesia's Bakrie & Brothers Group. The two parties will cooperate to deliver power batteries for over 3,000 electric buses and trucks by 2025.

In terms of the market, the electrification of commercial vehicles is accelerating, attracting...Contemporary Amperex Technology Co., Limited (CATL), BYD, Gotion High-tech, EVE Energy, REPT Battero, Farasis Energy, Sunwoda Electronic, Hive Energy, Sunwoda, CALB, BAK BatteryMany battery companies are deeply engaged in this field.

In the future, with the continuous improvement of battery energy density, cycle life, and fast-charging technology, new energy commercial vehicles are expected to accelerate the replacement of fuel vehicles in high-frequency heavy-load sectors such as ports, mining areas, and trunk logistics. Chinese battery companies are reshaping the competitive logic of the commercial vehicle market through high-capacity, ultra-fast charging, long-life, and high-safety battery technologies, as well as international cooperation."Thousand-degree power"With the target in mind, the competition in the commercial vehicle power battery sector is expected to become even more intense in the future!