Tram Resources learned that a few days ago, the Ministry of Industry and Information Technology made a public announcement on the official website of the "Announcement of Road Motor Vehicle Manufacturers and Products" (batch 351) (hereinafter referred to as "351 batch of new car publicity"). There are a total of 292 new energy vehicle product models, of which 177 models are new energy special vehicles, and pure electric models are still the mainstream.
In the announcement of 351 batches of new cars, the types of new energy logistics vehicles participating in the declaration are relatively complete, the number of logistics heavy truck models is the largest, the proportion continues to rise, more than 50%, the number of micro-surface and light truck models is more, the number is more than 10, and the number of pickup trucks, Lingte and Haishi models is relatively small.
Logistics vehicles accounted for more than 60% of other special vehicles
In the announcement of 351 batches of new vehicles, there are a total of 292 models of new energy vehicles, of which 177 are new energy special vehicles, which is 9 more than 350 batches.
From the perspective of the number of models, logistics vehicles accounted for more than 100 models, 115 models, accounting for 64.97%, which is the main force of 351 batches of new car public new energy special vehicles; the number of sanitation vehicle models is 52 models, accounting for 29.38%, an increase of 2 models compared with 350 batches of models; concrete mixer trucks, sales trucks, wreckers A total of 10 models, accounting for 5.65%.
This batch of new energy special vehicle models comes from 72 companies. Among them, the enterprises with 12 models are: Geely Commercial Vehicle (the model includes 7 micro-surfaces, 2 micro-trucks and 3 logistics heavy trucks); the enterprises with 11 models are: Chongqing Ruichi Automobile Industry Co., Ltd. (the models are mainly micro-cards, a small number of micro-surfaces); the enterprises with 9 models are: China National Heavy Duty Truck Group Jinan Truck Co., Ltd. (all models are logistics heavy trucks).
There are 7 models of enterprises: Sany Automobile (models include logistics heavy trucks, other special vehicles), Qingling Motors (models include pickup trucks and light trucks), Beiqi Foton (models include logistics heavy trucks, light trucks, sanitation vehicles), Jianghuai Automobile (logistics heavy trucks, light trucks).
SAIC Maxus and Dongfeng Liuzhou Automobile each have 6 models. Among them, SAIC Maxus has 4 logistics heavy truck models and 2 light truck models, and Dongfeng Liuzhou Automobile has 5 logistics heavy truck models and 1 light truck model.
There are four models of enterprises: China National Heavy Duty Truck Group Chengdu Ace Commercial Vehicle Co., Ltd. (models include logistics heavy trucks, other special vehicles), Shijiazhuang Coal Mining Machinery Co., Ltd. (all models are sanitation vehicles), Shaanxi Automobile Group Co., Ltd. (models are logistics heavy trucks, light trucks), Qihang Automobile Co., Ltd. (all models are sanitation vehicles), Liuzhou Yanlong Automobile Co., Ltd. (all models are sanitation vehicles).
There are 3 models of enterprises are: Zhengzhou Yutong Group Co., Ltd. (all models are logistics heavy trucks), Sichuan Xinzhu Tonggong Automobile Co., Ltd. (models are sanitation vehicles, micro-surfaces), Sichuan Chuanhong Machinery Co., Ltd. (models include other special vehicles, sanitation vehicles), Xiamen Jinlong United Automobile Industry Co., Ltd. (models include logistics heavy trucks, micro-surfaces, sanitation vehicles), Nanjing Jinlong Bus Manufacturing Co., Ltd. (including models have micro trucks, logistics heavy trucks), Jiangsu Jimai New Energy Vehicle Industry Co., Ltd. (all models are micro-cards), Chengdu Dayun Automobile Group Co., Ltd. (models include logistics heavy trucks and sanitation vehicles).
The following are companies that have more than two models:
Pure electric logistics heavy truck is the mainstream Power exchange logistics heavy truck is secondary
In this batch of new energy logistics vehicles, logistics heavy trucks accounted for more than 50%, and the specific proportion of each model was: 60 logistics heavy trucks, accounting for 52.17%; 17 micro trucks, accounting for 14.78%; 15 micro-surface models, accounting for 13.04%; 14 light trucks, accounting for 12.17%; 6 pickup trucks, accounting for 5.22%; 2 special trucks, accounting for 1.74%; 1 Sea Lion, accounting for 0.87%, a total of 115 models.
Among the 351 batches of new car announcements of new energy logistics vehicles, there are 77 pure electric vehicle models (excluding power replacement models), 22 electric replacement models, 11 fuel cell models, and 5 plug-in hybrid models.
Among the 60 logistics heavy trucks, there are 31 pure electric logistics heavy trucks (excluding power exchange models), accounting for 51.67%; there are 20 power exchange logistics heavy trucks, accounting for 33.33%; there are 9 fuel cell logistics heavy trucks, and there are no plug-in mixed animal flow heavy trucks.
Among the 14 light truck models, there are 5 pure electric vehicle models (excluding power replacement models), 5 plug-in hybrid models, and only 2 electric light trucks and fuel cell light trucks.
Power battery: 156 cars are individually matched with lithium iron phosphate batteries, accounting for 88.1%
Judging from the battery types of 351 batches of new car announcements for new energy special vehicles, there are 156 models in this batch that use lithium iron phosphate batteries alone, accounting for 88.1%; lithium iron phosphate and fuel cells with 9 models; lithium manganate with fuel cells with 5 models; 7 models that use ternary lithium batteries alone, accounting for 3.95%.
A total of 29 battery companies and brands provide battery support for this batch of new energy special vehicles, including 10 fuel cell companies and brands.
According to the data, CATL is equipped with 112 models of 59 car companies, ranking first. Qingling Motors, Beiqi Foton, SAIC Maxus, Dongfeng, Geely Commercial Vehicles, Xinyuan New Energy, etc. are among the supporting facilities.
In this batch, Ewell Lithium Energy is equipped with 22 models of 9 car companies, ranking second, and the supporting car companies are: Ruichi New Energy, Geely Commercial Vehicle, Sany Automobile, Nanjing Golden Dragon, etc.
AVIC lithium battery ranked third, providing supporting power batteries for 15 models of 6 car companies, including Ruichi New Energy, Jimai New Energy, Qihang Automobile, etc.
Guoxuan Hi-Tech took the fourth place, and it was equipped with 10 models of 5 car companies, including Geely Commercial Vehicle and Jianghuai Automobile.
RongshengMeng Guli ranked fifth, with a total of 6 models of 4 car companies, supporting car companies: SAIC Maxus, Dongfeng Series, Beiqi Foton, Jiangsu Yueda Special Vehicle Co., Ltd.
Motor: The first of Thepac-Packer Power A number of companies tied for fifth
119 of the 177 new energy special vehicles announced in the 351 batches of new cars are supported by 42 motor companies, and another 58 models do not indicate the motor manufacturer. Therefore, it has a certain impact on the final ranking of motor companies.
From the perspective of the number of supporting models, Tebaijia Power is equipped with motors for 13 models of 7 car companies, ranking first, and the supporting car companies are: China National Heavy Duty Truck Group Chengdu Ace Commercial Vehicle Co., Ltd., Valin Automobile, Zoomlion Heavy Industry Co., Ltd., Aerospace Linghe, etc.
Green control transmission ranked second, a total of 10 car companies for 12 models, the car companies are: SAIC Maxus, Jianghuai Automobile, XCMG Automobile, Karry New Energy and so on.
Wolong ZF is the third most suitable for 8 models of 2 car companies, namely Geely Commercial Vehicles and Huzhou Enchi Automobile Co., Ltd.
Zhonglian Energy ranked fourth, providing motor support for 7 models of 3 car companies, namely Sany Automobile and Dongfeng Series.
Suzhou Huichuan, Beiqi Foton, Dadi and three motor companies tied for fifth, all equipped with 6 models. Among them, Suzhou Huichuan is equipped with 6 models for 5 car companies, the car companies are Xiamen Jinlong, Xinyuan New Energy, etc.; Beiqi Foton is only 1 car company, that is, Beiqi Foton; Dadihe is equipped with 6 models for two car companies, the car companies are Ruichi New Energy and Jiangling Motors.
Summary: Compared with the data published by 350 batches of new cars, the number of logistics vehicles increased by 25 models, accounting for 65% from 54%. The number of sanitation vehicles increased by 2, and the proportion fell from 30% to 29%. The proportion of other special vehicle models fell more, to 5.65%. In addition, the share of models using lithium iron phosphate alone further expanded to 88.1%.
Judging from the announcement of this batch of new cars, Geely Commercial Vehicles and Ruichi New Energy have many new micro-surface and micro-truck models, but in the field of logistics vehicles, the largest proportion is still logistics heavy trucks, followed by micro trucks. The Ningde era is still the "king of battery matching", providing supporting facilities for many car companies.