In 2026, the mining transport vehicle industry is accelerating its transformation towards new energy, intelligence, and localization. Policy driven, technological breakthroughs, and market demand resonance are driving the industry into a new stage of high-quality development.

The replacement of new energy has become a core trend. Under the tightening of environmental policies and the promotion of the “dual carbon” target, the sales of pure electric mining transport vehicles have grown rapidly, and are expected to reach 1240 units by 2026, a year-on-year increase of 85.3%, with a market size of about 3.87 billion yuan. The pure electric vehicle model, with its advantages of low energy consumption and zero emissions, reduces energy consumption per 100 kilometers by 40% -50% compared to diesel vehicles, and significantly reduces the total lifecycle cost. At the same time, hydrogen energy and other technological routes are being demonstrated and applied in extremely cold mining areas, forming a multi technology parallel pattern.

Intelligent and large-scale implementation accelerates. 2025 will be the first year of commercialization for unmanned mining trucks, with over 4000 unmanned vehicles in open-pit mines nationwide. It is expected to reach the level of 10000 vehicles by 2026-2027. The L4 level unmanned electric mining truck fleet achieves mixed operation, and the intelligent scheduling system can support daily scheduling of over 180 vehicles per mine, increasing operational efficiency by 15% -20% and reducing labor costs by more than 30%. 5G、 The deep integration of digital twin and AI technology promotes vehicles to achieve 24-hour continuous operation.

The localization process continues to deepen. The market share of domestic leading enterprises such as China National Heavy Duty Truck Group reached 68.9%, an increase of 3.2 percentage points from 2025. The share of foreign brands is shrinking, and the advantages of domestic equipment in terms of cost-effectiveness and after-sales adaptability are highlighted. The localization of over 100 ton vehicle models is accelerating. The industry is upgrading from a single device manufacturing to an integrated solution of “vehicle road cloud maintenance” to support the construction of smart mines.