Stam, Firstly about the etruck technology especially battery technology has come along way in the last four years meaning this type of system is now coming into play. The big boys have blinkers on when comes to new technology and this is why companies like Apple, Airbnb, and others can come in and disrupts the working of an established Industry.
Second about Sany, what you will find with Sany is their equipment will improve over time like Toyota has done and wants it does it will become a major player in the big truck market. Sany will produce in Europe and North America giving better qualified staff to manufacture the trucks and better quality materials, meaning a better truck as the out come. In parts of Asia price is the important factor and Sany does well there. This is why Kalmar launched their essential range.
I could be wrong but over time i think Sany will improve their equipment in North America and Europe with local manufacturing and They will do well in Asia and South America from their China manufacturing base
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