Key points in this article
From subsidy to lane
Delivery vehicles are quietly 'greening'. The core push for NEV logistics has shifted from 'give subsidy' to 'give right-of-way'—whether a van can enter the city and run unrestricted often decides operators more than saved purchase cost. Shenzhen's new round lets pure-electric light/micro vans run citywide except Shennan Ave core 7–20h; Tianjin, Nanchang, Chongqing and Xi'an also exempt widely. Expressways yield too: Henan halves EV truck tolls, H2 free, Sichuan -20%, Guizhou as low as 36% of the standard toll.
Past the inflection
The market crossed its inflection. 2026 NEV logistics sales are forecast >650k, +38% YoY, penetration first above 35%; >3.5t heavy models get up to ¥120k stacked central-local subsidy and purchase-tax exemption to end-2027; >80% prefecture cities open 24h city entry. The cost book is clearer: LFP cell avg 0.38 yuan/Wh, >-60% vs 2022; urban-delivery power ~¥0.15–0.3/km, a third of fuel; sub-4.5t electric micro-cab/box vans were 68.4% of 2025 added sales. Data: 12 pilot cities' all-day access lifted urban-delivery electrification 18.3 pts/yr, vs national 7.9%.
Yantai's new increment
For Yantai urban-delivery electrification is a 'new community-charging increment'. Dongdian Huichong's community and public charging sees express, supermarket and same-city electric light trucks/micro-vans accelerating—these high-frequency short-haul vehicles most need nearby convenient public fast charge; operators should prioritise logistics parks, express hubs and supermarket delivery stations for stall siting. With lanes loosened and power cheap, green logistics runs; behind every electric delivery van is a cleaner city street.