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Nov. 28, 2025
The numbers on the electronic screens are rapidly climbing. In just a few minutes, the battery level of heavy trucks rises quickly from 10% to 90%. The long-standing “charging anxiety” that has troubled the logistics industry is being swept away by the wave of technology.
At the Dushupu Service Area on the Hangrui Expressway, Wang Yinghui, General Manager of Anning Mingsen Logistics, witnessed his company’s electric heavy trucks “fully revived” in a short time and exclaimed, “Charging for 15 minutes gives a 200 km range. Now charging electric heavy trucks is as convenient as refueling!”
In Yunnan, China, the provincial transport investment group has established 130 ultra-fast charging stations with 440 charging guns along highways to meet the energy needs of electric heavy trucks, with a total operating capacity of 79,080 kW. These facilities will greatly alleviate the “range anxiety” of new energy heavy trucks, reduce logistics costs, and improve logistics efficiency.
Such changes are quietly taking place across many parts of the country. The heavy truck green electricity ultra-fast corridor on Yunnan highways has been fully completed, with six megawatt-level liquid-cooled ultra-fast charging stations officially put into operation. Meanwhile, in Beichuan Qiang Autonomous County, Mianyang, Sichuan, a 100-megawatt heavy truck ultra-fast charging station has already started operations.
In the past, issues such as difficult and slow charging seriously constrained the further promotion and application of pure electric heavy trucks.
“Previously, charging pure electric heavy trucks meant either being on the way to a charging station or waiting in line. Charging took at least more than three hours every day, severely affecting vehicle operation time,” recalled Yang Peidong, a driver at Shengrong Logistics Co., Ltd. in Beichuan, Mianyang, Sichuan Province.
This long waiting time directly reduced the effective driving time of the vehicles, preventing electric heavy trucks from fully realizing their transportation advantages.
Today, ultra-fast charging technology is injecting new momentum into the heavy truck industry. A Huawei spokesperson pointed out, “Low efficiency of 1C fast charging and an underdeveloped charging network for heavy trucks have constrained pure electric heavy trucks from moving beyond closed scenarios to full-scenario applications. This has become a bottleneck for comprehensive logistics electrification. Ultra-fast charging technology is the key to solving this problem.”
The new energy heavy truck market is entering a new stage of rapid growth. According to data from the China Association of Automobile Manufacturers, sales of new energy heavy trucks reached 79,710 units in the first half of 2025, a year-on-year surge of 184.68%. Since the beginning of this year, their monthly penetration rate has exceeded 23% for four consecutive months.
Facing this booming market, the two major energy replenishment approaches—ultra-fast charging and battery swapping—are fiercely competing.
The battery swapping model is suitable for relatively closed, high-frequency operation scenarios, such as ports, mines, steel mills, or trunk highways with medium to long distances and fixed large-volume cargo. According to an operator, constructing a battery swapping station costs about 5 million yuan and is equipped with 28 batteries.
In contrast, the construction cost of charging stations is significantly lower. Public data shows that a charging station using standard fast chargers costs about 2 million yuan. More importantly, the charging model offers relatively lower energy replenishment prices, making it more attractive to cost-sensitive drivers.
As the technological path becomes clearer, regions across the country are accelerating the deployment of heavy truck ultra-fast charging networks.
In Yunnan, China, the provincial transport investment group has established 130 ultra-fast charging stations with 440 charging guns along highways to meet the energy needs of electric heavy trucks, with a total operating capacity of 79,080 kW. These facilities will greatly alleviate the “range anxiety” of new energy heavy trucks, reduce logistics costs, and improve logistics efficiency.
Shenzhen is not lagging behind. Recently, the Shenzhen International Smart Logistics Port | Pingshan Heavy Truck Ultra-Fast Charging Station was officially put into operation, as one of the first megawatt-level heavy truck ultra-fast charging stations under Shenzhen’s “Ultra-Fast Charging City 2.0” strategy.
The station is equipped with two sets of charging main units with a total of 12 charging guns, supporting megawatt-level flash and ultra-fast charging.
Meanwhile, the Tianjin Municipal Development and Reform Commission issued the Implementation Plan for Charging (and Battery Swapping) Infrastructure for Electric Heavy Trucks in Tianjin (2024–2027), proposing that by 2025, charging (and battery swapping) infrastructure capable of serving no fewer than 10,000 electric heavy trucks should be built.
Building charging stations is relatively easy, but how to achieve stable profitability has become a focus of industry attention.
The key to promoting the commercialization of integrated solar-storage-charging heavy truck stations lies in moving beyond the “single charging service fee” logic, and building a composite profit system around “energy trading + scenario integration + financial leverage + technology empowerment.”
Peak-valley price arbitrage has become a feasible profit model. By storing electricity during off-peak periods (e.g., 0.3 yuan/kWh) and supplying it to vehicles or selling it back to the grid during peak periods (e.g., 1.2 yuan/kWh), a station in Zhejiang has reported daily arbitrage profits exceeding 10,000 yuan.
Virtual power plant (VPP) aggregation also shows potential. By aggregating the energy storage, photovoltaic systems, and surrounding heavy truck loads of charging stations, they can participate in grid peak shaving and frequency regulation. In Gansu, over 20,000 charging piles have been aggregated into a virtual power plant, generating daily revenues exceeding one million yuan.
In addition, charging stations are exploring cross-industry value-added services. By providing driver rest areas, canteens, and vehicle maintenance points, combined with advertising rental and convenience store retail, stations can comprehensively enhance their profitability.
Despite rapid development, the construction of heavy truck energy replenishment networks still faces multiple practical constraints.
Tight land resources are the primary obstacle. Charging parking spaces at highway service areas account for less than 5%, and a single ultra-fast charging station requires 300 to 500 square meters of space, creating significant land supply conflicts.
The grid’s capacity faces severe challenges. The electricity load of a single 1.2 MW ultra-fast charging station is equivalent to that of a residential area with a thousand households. Liu Wuxing, General Manager of Jingneng New Energy, admitted that technological breakthroughs must be matched with grid capacity and safety standards. The cost of instantaneous grid impact protection alone accounts for more than 30% of the total project investment.
Complex approval processes also restrict industry development. Wang Lei, Director of the SANY Heavy Truck Research Institute, found that a company building a charging and battery swapping station in Hebei needed approval from twelve different departments, taking as long as three months.
In active response to the national policy of “tripling charging facility service capacity in three years” and to promote the high-quality development of the charging industry, the 2026 Charging Pile Ecosystem Conference will be grandly held on March 14 at the China International Exhibition Center, Beijing. The conference is hosted by the New Energy Vehicle Industry Development Promotion Center of the China Equipment Management Association, focusing on multiple collaboration topics such as policy incentives, heavy truck charging, dealership procurement, overseas opportunities, and consumer-end operations. It aims to create the premier annual exchange platform for the charging industry.
For more concurrent new energy conferences, stay tuned to Yasn Show.
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