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03◆ Autonomous vehicles and unmanned logistics

ZERON (Zero One Auto) 零一汽车

CATL's only investment target in the heavy-truck sector

A four-year-old new-energy intelligent heavy-truck technology company and the first company worldwide to combine ground-up vehicle development capabilities with an end-to-end multimodal large language model for heavy-truck autonomous driving; it delivers more than 1,000 trucks a year and filed for a Hong Kong listing in May 2026.

ZERON official site: new-energy heavy trucks

ZERON develops new-energy heavy trucks as future 'road transport robots', with full-stack in-house capabilities spanning e-axles, thermal management, vehicle control systems and end-to-end autonomous driving. CATL holds 11.51 percent and is the company's largest external shareholder. According to company materials, ZERON is CATL's only investment target in the heavy-truck sector.

01Products and solutions

New-energy intelligent heavy truck (tractor)

Ground-up designed battery-electric heavy trucks with the most highly integrated mass-produced e-axle among new entrants; 15 percent lower combined energy use than competing vehicles at rated load.

Proprietary e-axle and thermal-management systems

In-house e-axle, thermal-management system and vehicle electronic-control system form the core of the vehicle platform.

ZSD end-to-end autonomous-driving system

A heavy-truck end-to-end multimodal model that ranked first among pure-vision entries in the CVPR 2024 large-scale end-to-end driving challenge; it provides autonomous heavy-truck solutions and builds a flywheel of 'mass-production delivery → data accumulation → algorithm iteration', establishing a leading position in autonomous driving.

Zhizi fleet platform

Monitors more than 4,000 vehicle signals across the full vehicle lifecycle and feeds real-world road data back into vehicle iteration, algorithm training and simulation.

02Key strengths

  • Three 'firsts' among new-energy heavy-truck entrants: the most integrated mass-produced e-axle, the fastest to 1,000 annual deliveries after founding, and the highest sales growth over the past year.
  • Positioned in a market forecast to reach about 1.2 million new-energy heavy trucks a year globally by 2030, and an autonomous heavy-truck solutions market of 192.4 billion renminbi by 2030 and more than one trillion by 2035.
  • The first company worldwide combining ground-up vehicle R&D with a heavy-truck end-to-end multimodal driving model — industry-leading technology converted into customer cost advantage.
  • CATL holds 11.51 percent and is the largest external shareholder, providing strong synergies through battery supply and battery-swapping networks. Industry leaders including Temasek — whose portfolio includes ANE Logistics and a large logistics network — Zijin Mining, Shandong Energy Group and Moutai bring extensive autonomous-driving deployment scenarios and rigid transport demand.

03Customers and partners

CATL (strategic shareholder)TemasekZijin MiningShandong Energy GroupMoutai

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