It is promoting the transformation of China's truck industry from single emission control to full lifecycle low-carbon management, forcing breakthroughs in traditional power technologies and accelerating the implementation of new energy paths, and reshaping the competition logic of the industrial chain.

The Impact of Euro 7 Standards on the Chinese Truck Industry: An Ahead-of-Time Analysis of the 2025 National Seven Emission Standards
I. Core Upgrades from Euro Ⅶ Standards to National Emission Standard 7
1. Breakthrough of Euro Ⅶ Standard
The Euro Ⅶ standard was officially released in May 2024, expanding the regulatory scope to include tire wear particulates, brake dust, carbon dioxide emissions, and vehicle lifecycle durability. For medium and heavy-duty commercial vehicles, the NOx emission limit is reduced to 200mg/kWh, and the particulate matter (PM) control is set at 8mg/kWh, a 30% reduction compared to the current standard. The Euro Ⅶ standard also introduces real-world emission testing (RDE) and on-board monitoring systems (OBM). Additionally, the Euro Ⅶ standard sets clear requirements for the battery life of electric vehicles, such as requiring the batteries of light-duty commercial vehicles to maintain 75% capacity within 5 years or 100,000 kilometers, and no less than 67% after 8 years.
2. Benchmarking and Implementation Schedule of National Seven Standard
The National Seven standard will fully benchmark the Euro Ⅶ standard. The Ministry of Ecology and Environment has clearly stated that the standard will be released in 2025, and it is expected to be implemented in phases around 2027. The National Seven standard not only continues the exhaust emission requirements of Euro Ⅶ but also includes non-exhaust emissions (such as tires and brake particulates) in the supervision scope and strengthens the management of the full lifecycle carbon footprint. For example, the NOx emission limit for heavy-duty vehicles is expected to be reduced by 30%-50% compared to the National Sixth standard, and new controls for ammonia (NH₃) and nitrogen oxide (N₂O) emissions will be added.
2. Technical Challenges and Industry Response Strategies
Technical breakthroughs in traditional fuel vehicles
1. Innovation in combustion system: Enterprises such as Weichai and Jiefang have achieved emission reduction by optimizing high-pressure common rail technology and improving thermal efficiency (for example, the thermal efficiency of Jiefang power diesel engines has exceeded 50%). For instance, the combustion system of Jiefang GD300 diesel power domain has been optimized to achieve a thermal efficiency of 50%, approaching the international top level.
2.Iteration of post-treatment system: It requires integrating SCR (Selective Catalytic Reduction), DPF (Diesel Particulate Filter) and the newly added ammonia oxidation device (AMOX), with the cost increasing by approximately 2-5 thousand yuan per vehicle. The team led by Academician He Hong has developed a rich-aluminum molecular sieve catalyst that has adapted to the national VI standard and laid the foundation for the upgrade to national VII.
3.Upgrade of intelligent control: The on-board diagnostic system (OBD) needs to monitor emission data in real time, and the OBM system ensures compliance throughout the entire life cycle through cloud monitoring.
3.Cost pressure and the reshaping of the market landscape

1. Compliance costs have soared
The cost of heavy vehicles meeting Euro Ⅶ/Chinese Standard is expected to increase by 90,000 yuan. The investment in technological transformation by small and medium-sized enterprises may account for 40% of the vehicle cost. European practice shows that the cost of upgrading to Euro Ⅶ for passenger vehicles increases by 15,000 yuan, and for heavy vehicles, the increase is up to 90,000 yuan. Domestic enterprises are facing greater pressure.
2. Industry reshuffling accelerates
The advantages of leading enterprises expand: Wuxi Chaihu and other enterprises have already laid out technological research and development three years in advance, reducing costs through large-scale production, and their market share is expected to further increase.
The survival crisis of small and medium-sized enterprises: Enterprises with insufficient technical reserves may face elimination, and industry concentration will increase. For example, during the upgrade to National VI, more than 100 component enterprises have withdrawn from the market.
4.Export competitiveness and market fit
Technical requirements for exporting to Europe
Chinese trucks exporting to Europe must comply with the Euro Ⅶ standard. For example, Daewoo V9 tractor can meet the Euro 6 E standard by installing Wuxi Changan WP13 engine. In the future, it needs to be further upgraded to Euro Ⅶ. Enterprises need to strengthen cooperation with European suppliers (such as Bosch and Continental Group) and improve emission control technologies.
Opportunities and challenges in emerging markets
Southeast Asia market: Countries like Thailand and Vietnam are gradually adopting European standards. Chinese new energy trucks, with their cost advantage (such as BYD electric heavy trucks), are expected to capture the market, but they need to address the issue of insufficient charging facilities in the region.
Africa and Latin America: Traditional fuel vehicles remain the mainstream, but emission standards are gradually tightening. Chinese enterprises need to provide engine technologies suitable for low-sulfur fuel.

5. Policy Recommendations and Future Prospects
Technology path selection
Short term (2025 - 2027): Focus on upgrading diesel engine after-treatment technologies, and promote hybrid systems (such as PHEV heavy trucks with pure electric range ≥ 100 kilometers).
Medium and long term (after 2028): Accelerate the construction of the hydrogen energy industry chain, and promote the demonstration application of hydrogen fuel cell heavy trucks in scenarios such as ports and mining areas.
Policy support direction
Subsidies and tax incentives: Provide a 30% subsidy for the purchase of new energy heavy trucks, and reduce the income tax for enterprises upgrading emission technologies.
Infrastructure construction: Accelerate the layout of hydrogen refueling stations (target 1,000 by 2025), and promote the coverage of ultra-fast charging stations along logistics routes.
International cooperation and standard harmonization
It is suggested to participate in the formulation of UN ECE regulations, promote mutual recognition of Chinese standards with European and American standards, and reduce the compliance costs for exports. For example, jointly establish a regional emission standard system with ASEAN countries.
The implementation of Euro Ⅶ and National VI standards will reshape the technical landscape and market structure of the Chinese truck industry. Enterprises need to adopt the core strategy of "innovation in technology + cost control + policy adaptation" to strike a balance between upgrading traditional fuel vehicles and transitioning to new energy. In the next five years, leading enterprises with integrated full-chain capabilities will dominate the market, while those lagging in technology will face elimination. This technological revolution, which originated from environmental protection demands, is evolving into the core driving force for the upgrading of China's commercial vehicle industry. Its breakthrough path may redefine the global pattern of environmental protection technology competition.
