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1、June 2023Brian Collie,Gang Xu,Chen Yu,Nicholas Ge,Haixu WangHitting the Road:New Energy HDTs Bright FutureContentsExecutive Summary 11.New Energy HDTs Are the Future 22.Battery Electric HDTs Are Gaining Traction 63.Two Technology Trends:Zero Emissions and High-level Intelligence 114.The Growing Batt
2、ery Electric HDT Ecosystem 25Boston Consulting GroupJune 2023Executive SummaryThe global new energy heavy-duty truck(HDT)market has a promising future,particu-larly the battery electric HDT market.The battery electric HDT industry has prospered in both China and the US,and market players are diving
3、in to offer a range of solutions.Battery electric HDTs will remain the major technology for new energy HDTs in the short to medium term.Meanwhile,the majority of HDTs are used for short-haul journeys in both China and the US.New energy HDTs,especially battery electric HDTs,are sufficient for most he
4、avy-duty trucking use cases.As a battery electric HDT ecosystem of diverse policy support and accelerated infrastructure construction takes shape,the industry will predictably see growth at scale.The new energy transformation from diesel HDTs represents both an opportunity and a challenge for the wh
5、ole industry.We believe that,with the joint efforts of stakeholders across the industry,the mass production,commercialization,and high-level intelligence development of new energy HDTs will proceed at pace,driving both green economy and sustainable development.Hitting the Road:New Energy HDTs Bright
6、 FutureBoston Consulting GroupJune 2023Hitting the Road:New Energy HDTs Bright Future21.New Energy HDTs Are the FutureWith the increasingly pronounced effects of global warming and the depletion of conven-tional fossil fuels,industries across the board are exploring green growth and sustainable deve