- China mandates 40% of new heavy-duty truck sales be electric by 2030, targeting ~1.6M EVs in the fleet.
- Government plans require ~3,000 heavy-truck chargers and a zero-carbon trunk charging network by 2030.
- Manufacturers and swap leaders (BYD, Beiben, CATL) scale models, fast-charging and 900+ swap stations by 2026.
China’s Ministry of Transport has issued a new policy document setting, for the first time, a formal target for the electrification of heavy-duty trucks.
By 2030, electric heavy trucks are expected to account for 40% of annual new vehicle sales, while their share of the national fleet is projected to rise to around 20%, equivalent to approximately 1.6 million units.
In specific short-haul and fixed-route logistics scenarios, particularly in regions surrounding Beijing, the penetration rate is targeted to reach as high as 80%.
The policy builds on already rapid industry progress. Data from EVTank show that China’s total heavy truck sales reached 232,000 units in 2025, with an electrification rate rising to 20.5%, marking a record high for a traditionally high-emission vehicle segment.
The new target is significantly more aggressive compared with earlier forecasts by energy consultancy Rystad Energy, which projected that electric heavy trucks would account for only 9% of China’s total fleet by 2030.
On the infrastructure side, the government plan also introduces binding support requirements.
By 2030, China aims to build approximately 3,000 charging and battery-swapping stations dedicated to heavy-duty trucks, alongside the development of a “zero-carbon highway” trunk charging network.
In highway freight transport, the share of new energy heavy trucks is expected to rise to 18%, with some regions already deploying denser networks of battery-swapping and fast-charging stations.
At the corporate level, deployment activity is accelerating in parallel. BYD recently delivered 100 T31 urban construction dump trucks to a Shenzhen-based logistics operator.
Each vehicle is equipped with a 424 kWh blade battery pack, targeting urban engineering and construction transport applications.
Beiben Trucks also launched a new electric dump truck model last weekend, powered by an EVE Energy battery system, offering a range of 200 to 250 kilometers and supporting rapid energy replenishment in around 22 minutes.
International spillover effects are also emerging. Beiben Heavy-Duty Truck Group reported that roughly one-fifth of its vehicles are currently exported, with Southeast Asian mining logistics identified as a fast-growing application area.
In the battery-swapping segment, CATL continues to expand its network, with more than 300 heavy truck battery-swapping stations already in operation and a target of over 900 stations by 2026.
Its jointly developed ecosystem framework with industry associations also aims to standardize infrastructure for long-haul freight corridors.
Discover more from ChinaEVHome
Subscribe to get the latest posts sent to your email.
