2025全球零排放商用车进展

Zero-Emission Commercial VehiclesAccelerating the Transition 2025 Factbook for InvestorsSeptember 18, 20251Zero-Emission Commercial Vehicles - Accelerating the TransitionTable of Contents Zero-emission commercial vehicle market4Policies17Manufacturers22Technology and economics26Risks throughout the electric truck and battery life cycle35Appendix462Zero-Emission Commercial Vehicles - Accelerating the TransitionRoad freight remains central in supporting economic activity around the world, but the trajectory of the sector’s carbon emissions currently does not align with climate targets set by governments globally. This report documents the state of the zero-emission commercial vehicle market to help decision-makers navigate the nascent sector. It shows that despite economic and infrastructure challenges, the transition to cleaner road freight has started and is gathering pace. Market participants are actively addressing the risks related to the value of commercial vehicles and batteries throughout their lifetime, indicating that some of these hurdles are not as severe as originally expected.The report was produced by BloombergNEF in partnership with Smart Freight Centre.About this reportSmart Freight Centre (SFC) is a globally active non-profit organization for climate action in the freight sector. Our goal is to mobilize the global logistics ecosystem, in particular our members and partners, in tracking and reducing its greenhouse gas emissions. We accelerate the reduction of logistics emissions to achieve a zero-emission global logistics sector by 2050 or earlier, consistent with 1.5C pathways.BloombergNEF (BNEF) is a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Our expert coverage assesses pathways for the power, transport, industry, buildings and agriculture sectors to adapt to the energy transition. We help commodity trading, corporate strategy, finance and policy professionals navigate change and generate opportunities.3Zero-Emission Commercial Vehicles - Accelerating the TransitionSource: BloombergNEF; see full list of sources in the Appendix. Note: Europe is the EU 27, the UK, Norway, Switzerland, Iceland and Liechtenstein. Includes medium- and heavy-duty trucks.Global sales of zero emission trucks reach a record in 1H 202589,000Electric trucks sold globally in 1H 2025, up 136% year-on-year$4 billionGovernment funding earmarked for truck chargers in Europe0.6-1.2 million kmRange of battery warranties for recently-launched electric heavy-duty trucksIntroduction and key messagesThe market for medium and heavy trucks with zero tailpipe emissions continues to grow quickly. Technology development, infrastructure expansion and policy actions mean electric trucks are already cost competitive in some countries and use cases. As the market expands, and manufacturers and operators gain more experience, some of the risks holding back wider adoption are incr