Yoleintelligence：800km里程的纯电重卡纯电重卡动力总成技术趋势（28页）.pdf

1、INTELLIGENCE TO SHAPE YOUR TOMORROW|2023800km800km里程的纯电重卡：里程的纯电重卡：纯电重卡动力总成技术纯电重卡动力总成技术趋势趋势Yu YANG,PhD（杨宇 博士）Senior AnalystYole intelligence,FranceOUR NETWORK IS THE ENTIRE SUPPLY CHAIN ACROSS 6 MARKETS Academic/Academic/researchresearchDesign&Design&engineeringengineeringMaterial&Material&equipmente

2、quipmentConsulting&Consulting&financefinance2023国际新能源商用车电驱动及车桥技术发展大会|20236 KEY MARKETS6 KEY MARKETSMobile Mobile&Consumer&ConsumerAutomotiveAutomotive&Mobility&MobilityTelecom&Telecom&InfrastructureInfrastructureMedicalMedicalIndustrialIndustrialDefense Defense&Aerospace&AerospaceFrontFront-endendma

3、nufacturingmanufacturingBackBack-endendmanufacturingmanufacturingOEMs&OEMs&systemsystemintegratorintegrator2市市场和预测场和预测8 80000kmkm 纯电里程重卡纯电里程重卡补补能：能：超充与换电超充与换电总总结结CONTENTCONTENT2023国际新能源商用车电驱动及车桥技术发展大会|202332023国际新能源商用车电驱动及车桥技术发展大会|2023道路交通电动化S-曲线TimeElectrification adoptionFull-electricICE补贴驱动法规驱动市场

4、驱动42023国际新能源商用车电驱动及车桥技术发展大会|2023The most stringent requirements are the European Unions CO2 reduction targets and the ZEV requirements in California,USA.中重型商用车CO2排放法规202020202030203020402040OEM new fleet CO2 emission -15%(2019 base)20252025OEM new fleet CO2 emission -30%(2020 base)20302030OEM new fl

5、eet GHG emission -1.8%(2017 base)20212021OEM new fleet GHG emission -4.2%(2017 base)20242024OEM new fleet GHG emission -5.1%(2017 base)20272027Class 2b-8 ZEV mandate in CaliforniaOEM new fleet fuel consumption Truck-13.4%(2015 base)Bus-14.3%(2015 base)20252025ZEV targetTruck-50%Coach-75%20302030Norw

6、ay?YearYear52023国际新能源商用车电驱动及车桥技术发展大会|2023 城市公交:BEV 长途大巴:PHEV/BEV/FCEV 中卡:BEV 封闭环境运行重卡:BEV/PHEV 长距离运输重卡:PHEV/FCEV/BEV商用车种类与对应电动化技术FCEVFCEVBEVBEVPHEVPHEV010020030040050010203040Average daily driving range(km)Gross vehicle weight(kg)User scenarios of major vehicle types User scenarios of major vehicle