北美电动卡车：市场占有率分析、行业趋势和统计数据、成长预测（2025-2030 年）

北美电动卡车市场规模预计在 2025 年达到 227.4 亿美元，预计到 2029 年将达到 646.5 亿美元，预测期内（2025-2029 年）的复合年增长率为 29.86%。

电动商用卡车市场经历了显着成长，预计到 2030 年将快速成长，成为永续交通的关键参与者。

• 燃料电池电动车在整个电动车类别中占比最大，这得益于物流行业的成长、政府排放法规的严格、物流公司将内燃机汽车替换为电动车以及物流公司对电动车的订单不断增加。
• 大型快递公司开始用电动和低排放气体汽车取代燃气引擎汽车，以应对气候变迁和城市污染。各大电子商务公司已经宣布了全面电动化的计画。例如，联邦快递于2021年3月宣布了一项全球目标，即到2025年实现50%的新车电动化，到2030年实现100%的新车电动化。联邦快递的目标是到2040年在全球范围内实现碳中和，并已将配送车辆的电动化确定为实现这一目标的重点投资领域。
• 美国政府一直积极制定政策鼓励电动车的普及。例如，纽约市于 2020 年 6 月重新启动了清洁卡车计划，提供资金激励从柴油汽车转向电动车的转变。对于将旧款 4 级柴油卡车更换，可获得 12,000 美元至 185,000 美元不等的奖励。该计划预计将帮助该市在2050年实现碳中和目标。
• 随着物流和电子商务行业的蓬勃发展，对电动卡车的需求预计会增加。预计2021年美国零售电商销售额将达7,680亿美元，与前一年同期比较增19.25%。 2020年零售电子商务销售额约6,450亿美元。因此，预计 2024 年至 2030 年间电动卡车的需求复合年增长率将达到 2.9%。

北美对电动卡车的兴趣日益浓厚，全国范围内的采用率受到监管奖励和绿色物流推动的影响。

• 北美电动卡车市场正在经历向永续交通的显着转变。在美国，受新兴企业和老牌汽车製造商的大量投资推动，市场正在快速扩张。这种快速成长受到州和联邦政府政策的进一步刺激，例如加州的《先进清洁卡车》法规，该法规要求增加零排放卡车的销售量。
• 企业对永续性的承诺日益增强，加上联邦政府的奖励，正在鼓励北美各地的车队营运商和公司探索电动卡车作为传统内燃机汽车的可行替代方案。加拿大的电动卡车市场尚处于起步阶段，但在政府环境目标和奖励的推动下，市场前景广阔。加拿大政府对减少碳排放的承诺延伸到对零排放汽车（ZEV）的支持，包括电动卡车。 iZEV 零排放汽车计划等项目和充电基础设施投资表明了加拿大致力于培育电动车生态系统。
• 魁北克省和不列颠哥伦比亚省等省份拥有自己的零排放汽车法规和奖励，在电动卡车应用方面处于领先地位，尤其是在城市物流和市政服务领域。在墨西哥，受对城市空气品质的担忧和对永续交通的需求的推动，电动卡车市场才刚开始起步。值得注意的是，墨西哥的倡议主要集中在墨西哥城等大型城市中心，因为那里的污染问题十分迫切。

北美电动卡车市场趋势

在政府支持和环保意识不断增强的推动下，北美对电动车的需求正在成长。

• 近年来，俄罗斯共产党经历了显着的起伏。从 2017 年的 2.082 亿美元稳步上升至 2019 年的高峰。然而，由于新冠疫情带来的经济挑战，2020 年这一数字下降至 1.939 亿美元。值得注意的是，该市场预计将在 2022 年强劲復苏，达到 2.698 亿美元。復苏凸显了俄罗斯汽车产业的韧性以及奖励策略的潜在影响。
• 政府的激励和补贴对客户（尤其是物流和电子商务公司）采用电动商用车具有强大的吸引力。其中一个例子是加拿大和北美，政府宣布将于 2022 年 4 月为轻型和中型电动车提供 5,000 美元的联邦退税。预计这些努力将推动2024年至2030年间北美对电动商用车的需求大幅成长。
• 电动车部署计划、有吸引力的税收优惠和外国投资津贴等政府措施将推动北美国家的电动车市场发展。引人注目的是，2022 年 3 月，福斯承诺斥资 70 亿美元在北美建立电动车製造工厂。至2030年，福斯汽车计画为美国、墨西哥和加拿大的客户推出25款新型电动车型。因此，预计 2024 年至 2030 年间北美对电动车的需求将显着成长。

北美电动卡车产业概况

北美电动卡车市场相当集中，前五大公司占了89.48%的市场。市场的主要企业是：比亚迪汽车、戴姆勒北美卡车有限公司（福莱纳卡车）、福特汽车公司、三菱扶桑卡客车公司和沃尔沃集团（按字母顺序排列）

其他福利

• Excel 格式的市场预测 (ME) 表
• 3个月的分析师支持

目录

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

• 研究假设和市场定义
• 研究范围
• 调查方法

第四章 产业主要趋势

• 人口
• 人均GDP
• 消费者汽车支出（cvp）
• 通货膨胀率
• 汽车贷款利率
• 电气化的影响
• 电动车充电站
• 电池组价格
• 新款 Xev 车型发布
• 物流绩效指数
• 燃油价格
• OEM生产统计
• 法律规范
• 价值炼和通路分析

第五章市场区隔

• 车辆配置
  • 追踪
    • 大型商用卡车
    • 中型商用卡车
• 燃料类别
  • BEV
  • FCEV
  • HEV
  • PHEV
• 国家
  • 加拿大
  • 墨西哥
  • 美国

第六章 竞争格局

• 关键策略趋势
• 市场占有率分析
• 商业状况
• 公司简介
  • BYD Auto Co. Ltd.
  • Daimler Truck North America LLC（Freightliner Trucks）
  • Ford Motor Company
  • Mitsubishi Fuso Truck and Bus Corporation
  • Nikola Corporation
  • Orange EV
  • PACCAR Inc.
  • Sany Heavy Industry Co. Ltd.
  • Volvo Group

第七章：CEO面临的关键策略问题

第 8 章 附录

• 世界概况
  • 概述
  • 五力分析框架
  • 全球价值链分析
  • 市场动态（DRO）
• 资讯来源及延伸阅读
• 图片列表
• 关键见解
• 数据包
• 词彙表

The North America Electric Truck Market size is estimated at 22.74 billion USD in 2025, and is expected to reach 64.65 billion USD by 2029, growing at a CAGR of 29.86% during the forecast period (2025-2029).

The electric commercial truck market witnesses remarkable growth, becoming a key player in sustainable transport with a growth spurt expected through 2030

• Fuel cell electric vehicles hold the largest share in the overall electric vehicle category due to the growing logistics industry, stringent emission regulations by the government, logistics companies replacing IC engines with electric fleets, and logistics companies placing more electric vehicle orders.
• Major delivery firms are beginning to replace their gas-powered fleets with electric or low-emission vehicles to combat climate change and urban pollution. Big e-commerce companies have already announced plans to turn their entire fleets electric. For instance, in March 2021, FedEx announced its global target for 50% of all newly procured vehicles to be electric by 2025, rising to 100% of all new purchases by 2030. FedEx aims to achieve carbon-neutral operations globally by 2040, with the electrification of its pickup and delivery vehicles as a major investment area.
• The US government has been proactive in enacting policies to encourage the adoption of electric vehicles. For instance, New York City relaunched its Clean Trucks Program in June 2020, which provides funding to incentivize the transition from diesel to electric models. Incentive funding between USD 12,000 and USD 185,000 is available for replacing older diesel Class 4 to Class 8 trucks. This program will be instrumental in helping the city achieve its goal of carbon neutrality by 2050.
• The demand for electric trucks is anticipated to increase as the logistics and e-commerce industries are growing rapidly. Retail e-commerce sales in the United States were estimated at USD 768 billion in 2021, with a y-o-y growth of 19.25%. In 2020, retail e-commerce sales were around USD 645 billion. Thus, the demand for electric trucks is anticipated to register a CAGR of 2.9% between 2024 and 2030.

North America registering emerging interest in electric trucks, with country-specific adoption rates influenced by regulatory incentives and the push for green logistics

• The electric truck market in North America is witnessing a notable shift toward sustainable transportation. In the United States, this market is experiencing rapid expansion, driven by substantial investments from both startups and established automotive manufacturers. The surge is further bolstered by state and federal policies, exemplified by California's Advanced Clean Trucks regulation, which mandates a rise in zero-emission truck sales.
• Increasing corporate sustainability commitments, coupled with federal incentives, are prompting fleet operators and businesses across North America to explore electric trucks as viable alternatives to traditional ICE vehicles. While Canada's electric truck market is in its early stages, it shows promise, propelled by the government's environmental goals and incentives. The Canadian government's focus on carbon emissions reduction extends to support for zero-emission vehicles (ZEVs), including electric trucks. Programs like the Incentives for Zero-Emission Vehicles Program (iZEV) and investments in charging infrastructure underscore the country's dedication to fostering an electric mobility ecosystem.
• Provinces like Quebec and British Columbia, with their own ZEV mandates and incentives, are at the forefront of electric truck adoption, particularly in urban logistics and municipal services. In Mexico, the electric truck market is still emerging, driven by concerns over urban air quality and the demand for sustainable transportation. Notably, initiatives in Mexico are concentrated in major urban centers, such as Mexico City, where pollution is a pressing issue.

North America Electric Truck Market Trends

Growing demand for electric vehicles in North America driven by government support and growing environmental concerns

• The CVP in Russia has experienced significant fluctuations in recent years. It climbed steadily from USD 208.2 million in 2017, peaking in 2019. However, it dipped to USD 193.9 million in 2020, largely due to the economic challenges brought on by the COVID-19 pandemic. Notably, the market rebounded sharply in 2022, reaching USD 269.8 million. This resurgence highlights both the resilience of the Russian automotive sector and the potential impact of economic stimulus measures and heightened consumer demand.
• Government incentives and subsidies are proving to be a strong draw for customers, particularly logistics and e-commerce firms, in their adoption of electric commercial vehicles. A case in point is Canada and North America, where, in April 2022, the government unveiled federal rebates of USD 5000 for electric light- and medium-duty vehicles. These initiatives are expected to significantly bolster the demand for electric commercial vehicles in North America from 2024 to 2030.
• Government initiatives, including plans for EV deployment, attractive incentives, and foreign investment allowances, are set to propel the electric vehicle market across North American nations. In a notable move, in March 2022, Volkswagen committed a staggering USD 7 billion to establish an electric car manufacturing facility in North America. By 2030, the automaker plans to roll out 25 new EV models, catering to customers in the US, Mexico, and Canada. As a result, the demand for electric vehicles is projected to witness a notable surge across various North American countries from 2024 to 2030.

North America Electric Truck Industry Overview

The North America Electric Truck Market is fairly consolidated, with the top five companies occupying 89.48%. The major players in this market are BYD Auto Co. Ltd., Daimler Truck North America LLC (Freightliner Trucks), Ford Motor Company, Mitsubishi Fuso Truck and Bus Corporation and Volvo Group (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Population
• 4.2 GDP Per Capita
• 4.3 Consumer Spending For Vehicle Purchase (cvp)
• 4.4 Inflation
• 4.5 Interest Rate For Auto Loans
• 4.6 Impact Of Electrification
• 4.7 EV Charging Station
• 4.8 Battery Pack Price
• 4.9 New Xev Models Announced
• 4.10 Logistics Performance Index
• 4.11 Fuel Price
• 4.12 Oem-wise Production Statistics
• 4.13 Regulatory Framework
• 4.14 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2029 and analysis of growth prospects)

• 5.1 Vehicle Configuration
  • 5.1.1 Trucks
    • 5.1.1.1 Heavy-duty Commercial Trucks
    • 5.1.1.2 Medium-duty Commercial Trucks
• 5.2 Fuel Category
  • 5.2.1 BEV
  • 5.2.2 FCEV
  • 5.2.3 HEV
  • 5.2.4 PHEV
• 5.3 Country
  • 5.3.1 Canada
  • 5.3.2 Mexico
  • 5.3.3 US

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles
  • 6.4.1 BYD Auto Co. Ltd.
  • 6.4.2 Daimler Truck North America LLC (Freightliner Trucks)
  • 6.4.3 Ford Motor Company
  • 6.4.4 Mitsubishi Fuso Truck and Bus Corporation
  • 6.4.5 Nikola Corporation
  • 6.4.6 Orange EV
  • 6.4.7 PACCAR Inc.
  • 6.4.8 Sany Heavy Industry Co. Ltd.
  • 6.4.9 Volvo Group

7 KEY STRATEGIC QUESTIONS FOR VEHICLES CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms