Electric Heavy Trucks Hit the Fast Lane: 11-Dept Plan, 40% Penetration by 2030

On 29 May 2026 eleven ministries led by the Ministry of Transport issued the 'New-Energy Heavy-Truck Scale-Application Plan' (Jiao-Guihua Fa [2026] No.52). Targets by 2030: 40% NEV heavy-truck penetration, >1.6M stock; ~3000 heavy-truck charge/swap stations, 30k km zero-carbon freight corridors, 18% NEV heavy-truck share of expressway freight. Context: ~8.6M heavy trucks at end-2025, ~3% of vehicles but ~40% of road transport CO₂. Jan 2025–May 2026 sales 337k, >29.5% penetration; CATL's Qiji swap built 305 stations (end-2025), 900 planned by end-2026; swap takes 5 min, vs diesel ~¥2.8–3/km fuel.

Section: Industry News By Dongshang Media & Communications

A national roadmap

Road freight's 'green turn' now has a national roadmap. On 29 May 2026 eleven ministries led by the Ministry of Transport issued the 'New-Energy Heavy-Truck Scale-Application Plan', putting NEV heavy trucks (≥12t GVW, mainly new-energy driven) onto the scale fast lane. It sets by 2030 a 40% penetration and >1.6M stock, with ~3000 heavy-truck charge/swap stations, 30k km zero-carbon freight corridors, and 18% NEV heavy-truck share of expressway freight.

Urgent decarbonisation

Behind the target is urgent cut need. At end-2025 ~8.6M heavy trucks, ~3% of vehicles but ~40% of road-transport CO₂—a key decarbonisation battlefield. The market already booms: Jan 2025–May 2026 sales 337k, >29.5% penetration. The refill network is forming—CATL's Qiji swap built 305 heavy-truck stations (end-2025), 900 planned by end-2026; a swap takes 5 minutes, versus diesel ~¥2.8–3/km fuel, with economics emerging.

Yantai's doorway chance

For Yantai heavy-truck electrification is a 'doorstep supply-chain chance'. Dongdian Huichong's community and public charging sees rigid refill demand at ports, mines and parks—Yantai as a port city, trunk logistics and port short-haul are natural landing points for swap/mega-charging. Operators might watch local heavy-truck refill sites and 'solar-storage-charge-swap' integration; owners rarely touch heavy trucks directly, but greener freight lowers city logistics and living costs.

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