SHENZHEN, ChinaJune 17, 2026 /PRNewswire/ — On June 12, 11 departments including the Ministry of Transport, the National Development and Reform Commission, and the Ministry of Industry and Information Technology jointly issued the “Implementation Plan for Promoting the Large-Scale Application of New Energy Heavy Trucks” (hereinafter referred to as the “Plan”).
Major Policy Released, New Energy Heavy Trucks Enter a New Phase of Large-Scale Development
The Plan sets 2030 as a milestone, specifying several core development targets: the penetration rate of new energy heavy trucks will reach 40%, with total ownership exceeding 1.6 million units, accounting for about 20% of the market; the electrification ratio of fixed-route short-haul transportation in regions such as Beijing-Tianjin-Hebei and the Fenwei Plain will exceed 80%; the construction of zero-carbon road transport corridors will be promoted, supporting and guiding the establishment of approximately 3,000 heavy truck charging and swapping stations; and the proportion of freight volume carried by new energy heavy trucks on highways will reach 18%.
More importantly, the Plan explicitly requires “establishing an infrastructure, technical equipment, supporting services, standards, and policy guarantee system adapted to the large-scale application of new energy heavy trucks, forming a multi-departmental collaborative and multi-stakeholder linkage promotion mechanism.” This marks that the new energy transition of the heavy truck industry has entered the implementation and deployment stage of large-scale, full-scenario, and ecological development, ushering in deep-seated changes from quantitative to qualitative transformation.
Large-Scale: With clear top-level policies, the market growth space for the new energy heavy truck industry has been fully unlocked. Citing reports from CCTV.com, from January 2025 to May 2026, a total of 337,000 new energy heavy trucks were sold nationwide, with a market penetration rate exceeding 29.5%. Compared to the 2030 target of 40%, industry ownership will enter a phase of rapid growth in the coming years.
Full-Scenario: The Plan specifies increasing support for the full-scenario application of new energy heavy trucks. On one hand, it continues to strengthen the new energy transition in short- and medium-distance transport scenarios, including mining transport vehicles, construction waste transport vehicles, concrete mixer trucks, urban distribution vehicles, and postal express vehicles. On the other hand, it accelerates the expansion of applications in trunk line transport, including container transport and express freight enterprise trunk road transport.
Ecological: “Short range, slow charging, and difficult maintenance” have long been core bottlenecks restricting the promotion of new energy heavy trucks. The Plan directly addresses these pain points, explicitly accelerating the construction of new energy heavy truck charging and swapping facilities and improving the operational service system for new energy heavy trucks. The Plan focuses on busy freight sections of national highways and ordinary national and provincial roads, building a network of new energy heavy truck charging and swapping facilities tailored to local conditions, and constructing 30,000 kilometers of zero-carbon road transport corridors along key sections of the national highway network.
With the implementation of the Plan, the competitive logic of the industry will be reshaped: shifting from “competing on vehicles” to “competing on ecosystems.” In the past, the industry focused primarily on product competition between complete vehicles and batteries. However, a single complete vehicle manufacturer has always struggled to solve pain points such as difficult charging, low vehicle availability, and high total cost of ownership (TCO). Now, an integrated ecological capability encompassing vehicles + stations + data + services + standards will become the key to enterprise success.
The “Invisible Infrastructure” of New Energy Heavy Trucks and Strategic Positioning
As the penetration rate of new energy heavy trucks continues to rise, semi-trailers and specialized vehicle bodies are no longer merely cargo-carrying tools. Instead, they serve as the “invisible infrastructure” of new energy heavy trucks, becoming an indispensable “other half” that defines their commercial value.
Corresponding to the large-scale aspect of the Plan, CIMC Vehicles, as a leading enterprise in semi-trailers and specialized vehicles, has ranked first globally in production and sales for 13 consecutive years. Facing the wave of industry transformation, CIMC Vehicles continues to actively expand the R&D and sales of new energy products, deepening collaboration with OEMs across the entire value chain of product development, manufacturing, and sales. In 2025, total sales of CIMC Vehicles’ new energy series exceeded 11,000 units, a year-over-year increase of over 100%, delivering higher value to customers through efficient delivery and superior quality.
In terms of full-scenario applications, CIMC Vehicles has established a comprehensive product layout covering semi-trailers, specialized vehicle bodies, and EV-RT. Its seven major categories of semi-trailers address all scenarios of road logistics. The EV•DTB body products include EV-DTB•dump trucks, EV-DTB•mixer trucks, and EV-DTB•refrigerated trucks, widely used in engineering and infrastructure construction. The EV-RT business offers a complete solution covering two major series: engineering-type and logistics-type.
Furthermore, CIMC Vehicles had already anticipated three systemic bottlenecks in the new energy transition of heavy trucks: severe homogenization and internal competition among “oil-to-electric” products, inadequate charging and maintenance support systems, and a lack of a closed-loop full lifecycle value. While the industry focused primarily on the electrification of single vehicle models, CIMC Vehicles took the lead in proposing the construction of an EV-RT ecosystem centered on “pure electric tractor-trailer combinations + operational support stations,” advocating that deep synergy between tractors and trailers and a closed-loop operational ecosystem are the core keys to solving the pain points of new energy heavy trucks.
At the Wuhan International Commercial Vehicle Show in November 2025, CIMC Vehicles globally debuted the EV-RT “vehicle” + “station” ecosystem, innovatively proposing a station-vehicle collaborative operation system. This marks the company’s competitive dimension rising from a single product to an ecosystem of “product + service + infrastructure.”
Vehicle: Building a Technical Moat Through Forward R&D for Tractor-Trailer Integration
The core carrier of the EV-RT ecosystem is the pure electric tractor-trailer combination. CIMC Vehicles has abandoned the industry’s common “oil-to-electric” patchwork approach, instead adopting fully forward R&D to create the world’s first pure electric “tractor-trailer integrated” deeply collaborative architecture. This deep integration, starting from the underlying electronic and electrical architecture, forms a technical moat that is difficult to replicate.
Corresponding to the full-scenario application of the aforementioned Plan, in 2025, CIMC Vehicles first launched an engineering-type pure electric trailer platform and two products: the EV-RT 700 pure electric tractor-trailer dump truck and the EV-RT MIX pure electric tractor-trailer mixer truck. In 2026, CIMC Vehicles will also launch a logistics-type pure electric trailer platform and corresponding models, with a global debut at the Hanover International Motor Show in September 2026.
“Station”: Modular Operational Support to Alleviate User Anxiety
The “station” in the EV-RT ecosystem refers to operational support bases, designed to address the charging and availability anxiety of new energy heavy truck users. The base consists of three core modules: the fleet control center serves as the management hub, enabling intelligent scheduling and full-process visual monitoring; the fleet maintenance center is equipped with professional maintenance equipment and teams for the three-electric system, ensuring high vehicle availability; and the highlight, the “mobile fast-charging vehicle,” integrates super-fast charging and distributed energy storage technology. It requires no modification of traditional fixed power grids, offers fast deployment and strong adaptability, and can be widely used in scenarios such as construction sites, mines, and trunk roads, serving as an organic supplement to fixed charging networks. Through the flexible networking of mobile fast-charging vehicles and fixed charging stations, the geographical limitations of fixed charging piles can be overcome, rapidly expanding the charging radius and dynamically adjusting the layout based on customer operating scenarios, providing precise and efficient operational support at the most needed times and locations.
Ambitious yet grounded, in January 2026, CIMC Vehicles’ first global EV-RT mobile user experience center was established in Chongzuo, Guangxi. It not only fully demonstrates the operational model of the EV-RT ecosystem but also builds a product co-creation platform between users and the enterprise, achieving efficient linkage between the demand side and the R&D side.
The joint issuance of the Plan by 11 departments has accelerated the domestic new energy heavy truck industry. As a leading enterprise in semi-trailers and specialized vehicles, CIMC Vehicles’ layout in large-scale, full-scenario, and ecological development closely aligns with the development direction specified in the Plan, preemptively positioning and leading the innovative development of the “invisible infrastructure” for new energy heavy trucks. CIMC Vehicles will continue to pursue its dream of pure electric tractor-trailer combinations, using the EV-RT ecosystem as its core carrier, collaborating with global industry chain partners to persistently solve industry pain points, support the steady achievement of the 2030 development goals for the new energy heavy truck industry, and jointly promote the stable and long-term development of green and smart logistics.