30% of heavy trucks sold in China are already electric, in Europe only 4%

China has been dominating with an iron fist for years the electric car race. Now it is opening a second front: heavy trucks. Just like they count Since Semafor, in 2025, almost three out of every ten heavy trucks sold in the country were electric or new energy. In Europe, the figure does not reach 5%. And the most striking thing is not the difference, but the speed at which that gap is closing.

An unprecedented leap in a very short time. In 2021, new energy trucks barely accounted for 0.7% of heavy vehicle sales in China. In 2024, they were already 12.9%. Just like share the average, in 2025, almost 30%. That pace of adoption, according to Zhao Pei, a postdoctoral researcher at MIT, “leaves the rest of the world in the dust.” In Europe the figure remains around 4%, and in California, which is supposed to be the region of the United States where there is the greatest adoption of electric trucks, annual sales are counted in hundreds of units, according to the analysis firm Rystad Energy.

lTrucks are more difficult to electrify. Heavy vehicles are the backbone of any country’s domestic trade, but electrifying them is much more complex than doing the same with a car. Their energy needs are enormous and the size of the batteries can reduce the charging capacity. Furthermore, there is still a lot of distrust of technology in the freight transportation sector. “They are a completely different game from passenger cars when it comes to electrification,” counted Mao Shiyue, researcher at the International Council on Clean Transportation.

Politics and prices as catalysts. Since 2020, China’s central government forced factories in key sectors (steel, cement, energy) to incorporate a percentage of new energy trucks or face production restrictions on days of high pollution. Added to this were very generous subsidies to replace diesel trucks with electric ones. The result: a huge domestic market, highly integrated supply chains and fierce internal competition that has accelerated innovation.

Today, the cost per kilometer of an electric truck in China is approximately one-third that of its diesel equivalent, they shared from the middle. Although the purchase price is double, the difference is amortized in about two years.

The infrastructure that makes it possible. China has also deployed an entire network for its electric trucks to operate. To achieve this, they have been working for some time on what they call their “green corridors”, specific charging networks for heavy vehicles along highways. One of the largest, built by Qiyuan Green Power, connects Tianjin port with the Gansu industrial region across 2,200 kilometers and 27 stations.

For its part, CATL, the world’s largest battery manufacturer for electric vehicles, it has developed a battery exchange technology that allows a dead battery to be replaced with a charged one in just five minutes, and already has more than 300 operational stations in the country.

The weak point: long distance. Not everything is resolved. Trucks operating short, fixed routes have led the transition, but long-distance trucks, which can travel up to 1,000 kilometers a day, remain a challenge. The autonomy and capacity of current batteries are not always sufficient for these routes. And just as share From Semafor, a typical 49-ton heavy truck can travel between 200 and 300 kilometers on a load, enough to operate in ports and urban areas, but far from what long-distance interregional routes need.

Now they arrive in Europe, and cheaper. More than half a dozen Chinese manufacturers plan to enter the European heavy truck market in 2026. According to account Reuters, among them stand out BYD, Farizon (Geely), Sany (which is currently the best-selling electric truck brand in China), Sinotruk and the startups Windrose and SuperPanther.

The middle share that newly arrived manufacturers plan to set prices up to 30% below the European average, which is around 320,000 euros. Even so, that triples the cost of a conventional diesel truck, whose average in the EU is around 100,000 euros.

Unstoppable speed. Phil Dunne, of the consultancy Grant Thornton Stax, counted Reuters that the European sector takes on average seven years to complete a development cycle for a new truck. Windrose, a startup founded in 2022, took three years to develop its Global E700 model, obtain approval to sell it in China, Europe and the United States, and prepare it to enter production. Its price in Europe will be 250,000 euros. “The speed at which the Chinese have come up with good products has surprised everyone,” Dunne said.

Code red. Volvo, Daimler Trucks, Iveco, MAN and Scania dominate the European market and have the advantage of built-up trust among their customers. But they are aware of the risk. Volvo Group CEO Martin Lundstedt described Chinese manufacturers as “fast, innovative, determined and committed”.

In parallel, associations such as ACEA and E-Mobility Europe they press the European Commission to accelerate support measures with lower tolls for electric trucks, fleet electrification mandates and subsidies tied to European production.

What is at stake. China is the world’s largest importer of fossil fuels, has the most extensive road network on the planet and road transport represents almost three quarters of its volume total merchandise. If the electrification of its trucks advances at the planned pace, Rystad Energy calculate that China’s demand for diesel could fall by 20% from current levels before 2030. “We have one or two years to get ahead of ourselves. Or the Chinese will eat our toast,” counted Chris Heron, Secretary General of E-Mobility Europe.

Cover image | aboodi vesakaran and Sany Group

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