关键词: 电动重卡；TCO；市场化；发展趋势；运营效益

Abstract: New energy heavy truck has 5.2 percent market share in 2022, which is much lower than passenger vehicle (about 27.6 percent). At present, market-oriented development has not been achieved. In view of this, by analyzing the technical route of new energy heavy truck, selecting electric heavy truck model in this paper, the total cost of ownership (TCO) model has been established, which contains purchasing cost, using cost, maintenance cost and salvage cost, and the pain points of users in the process of market-oriented electric heavy truck are found out by considering the operating efficiency of oil/electricity, payback cycle and purchase cost of customers. The profit balance point of electric heavy truck marketization is analyzed to find the key factors of electric heavy truck marketization. By analyzing the new business mode of vehicle-electricity separation, the market development trend of electric heavy truck is discussed from the dimensions of battery cost reduction and service cost reduction. It is preliminarily analyzed that the reduction of battery cost and service cost has a great influence on the promotion of electric heavy truck and is the key factor affecting the time node of market-oriented electric heavy truck.And the measures to accelerate the electrification of heavy-duty truck are proposed.

Key words: Electric heavy truck; TCO; Marketization; Development trend; Operational benefits