Abstract: Under the background of the national "double carbon" policy, how to realize energy conservation and emission reduction has become a top priority for economic development. The supply side and the demand side of the heavy truck industry are also looking for a way to balance emission reduction and profit, and the power change mode of the heavy truck is a good choice. The operation mode of "vehicle-electric separation" has overcome the pain points of low operating efficiency and high initial investment of battery electric heavy trucks. It can effectively meet the requirements of heavy truck high frequency operation vehicles, improve vehicle operation efficiency, return rate and traffic convenience, and have higher economic and environmental benefits. This paper analyzes the policy orientation, the environmental economic mechanism of the industrial chain and the market competition pattern of the heavy truck, which has reference significance for realizing the commercial promotion requirements of the heavy truck.

Key words: "Double carbon" target; New energy heavy truck; Power change mode; Industrial chain

摘要： 在国家“双碳”政策的背景下，如何实现节能减排兼顾经济发展已成为当务之急。重 卡行业的供给方和需求方也在寻求一个能平衡减排和盈利的方法，重卡的换电模式就是一个 很好的选择。采用“车电分离”的运营方式，克服了纯电动重卡运营效率低和初始投资过高 的痛点，能够有效满足重卡高频运作车辆的要求，提高车辆运营效率、回报率和交通便利性， 具有更高的经济效益和环境效益。文章分析了换电重卡的政策导向、产业链的环境经济机制 和市场竞争格局，对实现换电模式重卡的商业化推广要求具有借鉴意义。

关键词: “双碳”目标；新能源重卡；换电模式；产业链