Heavy trucks are 2.3% of China’s fleet.

They cause up to 55% of transport carbon emissions, making them the binding constraint on decarbonizing roads.

Electric penetration reached only 28% of 2025 sales because a loaded truck needs power delivered faster than most depots can supply it.

China’s transport ministry targets 40% electric penetration and 1.6 million trucks by 2030.

Sources: Dialogue Earth