Accumulated sales of electric loaders exceeded 16000 units from January to July! A year-on-year increase of 154%! The penetration rate in July reached a historic high of 26.57%! Nowadays, the monthly sales of electric loaders can easily reach two to three thousand units, while the monthly sales of electric excavators have been struggling to break through the double-digit bottleneck.
Poor sales, difficult to break through the double-digit bottleneck
From January to July 2025, the overall sales volume of excavators reached 137658 units, a year-on-year increase of 17.8%. Among them, the domestic sales volume was 72943 units, and the cumulative sales volume of electric excavators was only 149 units. In July, the monthly sales volume was only 9 units. In the huge market of over 130000 units, the proportion of electric 名媛直播 can be almost ignored.
But as a core earthmoving machinery, electric loaders sold 2391 units in July, and the cumulative sales from January to July have exceeded 16000 units. From the trend of previous years' data, the penetration rate of electric loaders has significantly increased from 2023 to 2024, and will continue to soar in 2025.
The continuous rapid penetration of electric loaders in the industry highlights the unusually slow progress of excavator electrification. Despite a 166% increase in sales of electric excavators from January to July 2025 compared to the same period in 2024, their market performance remains dismal due to a small base. Even more concerning is that since 2025, with the continuous high growth of excavator sales, the proportion of electrification has hardly improved.
The policy direction seems to be bright. Since 2021, the country has successively issued the "14th Five Year Plan for Modern Energy System" and the "Action Plan for Carbon Peak before 2030", which clearly proposes to increase the proportion of non fossil energy consumption to 20% by 2025 and reach 25% by 2030. Under the increasing environmental policies, many regions have banned high emission equipment from entering, but why has the policy failed to warm up the electric excavator market?
Three major factors to control the throat of growth
Application scenarios lead to inherent disadvantages. Excavator operation scenarios are scattered and mostly in remote environments, where there are basically no supporting charging facilities. Although municipal engineering policies are favorable, equipment needs to be frequently transferred, making it highly dependent on external charging piles. At present, the coverage of charging stations is not high, and even in field operations, they face the dilemma of "no electricity to charge".
High prices form the first threshold. Compared to electric loaders, electric excavators have higher battery capacity requirements and initial prices, with purchase costs 30% to 50% higher than fuel powered excavators. Although their operating costs are lower, the recycling cycle still takes 3-5 years, which makes most users hesitant. In addition, under complex working conditions, battery loss intensifies, and the replacement cost is even higher than that of a second-hand fuel powered equipment, leading to a significant reduction in the residual value of electric excavators.
Range anxiety is also a major weakness. Most excavators operate continuously for long periods of time with high intensity, usually requiring continuous operation for more than 8 hours. Currently, mainstream electric excavators only have a continuous operation time of 4-6 hours, and the bottleneck of battery technology has not yet been overcome. The operating scenarios with insufficient charging facilities are even more difficult.
The road to breaking through, combining reference and innovation
Although promoting the electrification of construction machinery is the trend, the penetration rate of electric excavators in China is still very low. If enterprises want to seize the high ground in the market, they should pay more attention to the market application of electrified 名媛直播, such as optimizing the application of construction scenarios, such as batteries and charging/swapping, operation duration, and work efficiency under various working conditions. This is also a problem that users are more concerned about now and in the future.
The successful experience of loaders is worth learning from in the excavator industry. Firstly, its economy has been validated by the market. Taking a 5-ton electric loader as an example, its operating cost is only one-third of that of a fuel powered machine. Calculated based on 3000 hours of operation per year, it can save costs of over 200000 yuan; Secondly, fixed operation scenarios with well-established infrastructure such as factory parks and underground mines can be prioritized for breakthroughs, gradually accumulating technical data, and mature battery swapping modes have achieved "5-minute high-speed battery swapping" in some mines, which can effectively solve the pain points of battery life.
In addition, in terms of cost optimization, enterprises should continue to deepen the research and innovation of battery technology to reduce production costs. The government should also further optimize the policy support system, such as purchase subsidies and charging facility subsidies, combined with targeted development of electric equipment financial 名媛直播 by financial institutions, to continuously reduce purchase costs and help shorten the investment payback period in multiple dimensions, so that more users and enterprises can have the ability to purchase and use electric excavators.
The industry's predicted target of 25% electrification penetration rate by 2025 now seems more like a precise prediction for individual loaders. For excavators, this energy transformation battle has just begun. At present, the industrialization process of electric excavators is still constrained by multiple factors such as high purchase costs, battery technology, and scene adaptability. However, in the long run, as excavator electrification breaks through in specific niche markets and battery technology continues to overcome costs, its development potential is still worth looking forward to.
