On the morning of December 26, Liu Jinhu, deputy general manager of Sany Electric Technology Co., Ltd., delivered a wonderful speech on the theme of "New Energy New Track - Sany Electric Ecological Solution" at the "2021 First China New Energy Heavy Truck Industry Ecological Conference".
Liu Jinhu mainly elaborated on the ecological development of new energy heavy trucks from the aspects of the development of new energy heavy trucks, market status, and Sany layout.
Trinity layout: coordinate resources with scenes to be the ecological builder of the industrial chain
Founded in 1989, Sany Group is a multinational group headquartered in Changsha, Hunan, China, which is China's largest and top three construction machinery manufacturers in the world, the world's largest concrete machinery manufacturer, Forbes Global 500, and the Financial Times Global Market Capitalization 500.
The business involves concrete machinery, excavation machinery, lifting machinery and other fields, a number of products (such as concrete mixer trucks, mobile port machinery, piling machinery, excavators, taolu surface machinery, etc.) market share ranks first in the industry, it has Sany Heavy Industry, Sany International two listed companies and Sany Heavy Truck, Sany Construction and other unlisted companies, and wholly owned the "global concrete machinery first brand" Putzmeister (Putzmeister).
Sany pure electric mixer truck
Keeping pace with the times, Sany actively implements the strategy of "internationalization, digitalization and electrification", and takes electrification as the first of the three major transformation strategies, actively participates in the new track through product leadership and ecological layout, and is committed to building electrification into the third growth curve of the enterprise.
While implementing the three major strategies, Sany implements the product "leading strategy", which is mainly manifested as: the product iteration speed is fast, the new energy products are at the leading level in the industry, from the overall shape design, automation settings to the overall structural layout, creating value for the application scenario; mastering the core technology, not only doing the vehicle equipment enterprise, but also penetrating into the core components, including the electric drive axle and the integrated design of the whole vehicle; insisting on quality to change the world, putting quality first.
Sany focuses on ecology, vertically builds industrial chain resources, realizes the comprehensive layout from upstream core components to terminal services, horizontal digital empowerment, integrates resources with scenarios as units, maximizes the synergy effect between related industries, related products, and related businesses, and provides customers with one-stop comprehensive solutions.
Sany occupies the market with perfect ecological products, especially Sany electric mixer truck, with ecology, when the policy first comes out, the market share reaches 90%, which is Sany's understanding of the application scenario and the deep binding of the customer's ecology has played a role, which is a huge unique advantage of Sany.
With huge ecological advantages, this year, Sany electric mixer truck sales are hot, with sales of 721 units in the first 11 months, ranking first in the industry. The monthly sales of Sany electric dump trucks exceeded 100 units, and the key market share exceeded 60%. Sany electric tractors have repeatedly signed large orders for steel mills, with a cumulative order of more than 1,000 units.
Industry prospects: the market is new and ready to go
The "double carbon" strategy is not only an environmental protection strategy and an energy strategy, but also an economic strategy.
At present, some traditional industries are sluggish, the development potential is insufficient, and the "double carbon" strategy has come into being, and only the double carbon strategy can coordinate the diversified industries to support the development of the future economy.
Driven by the "double carbon" strategy, the green and low carbon of transportation has become a trend, the transportation electrification revolution has gradually penetrated into various fields and industries, and the fields of heavy trucks and construction machinery have also started electrification, and heavy trucks have officially entered the new energy track.
New energy heavy trucks started from 2016, after years of development, 2021 ushered in the first year of promotion, began to enter the demonstration promotion period from the industry exploration period, the market began to release and promote in batches, and the future will enter the continuous release stage.
Various localities have gradually introduced policies (such as Shenzhen, Henan, Nanjing, etc.) requiring large heavy truck emitters to achieve clean transformation. Under the stimulation of policies, various technical routes (such as pure electric, power exchange, hydrogen fuel) are coordinated and new technologies (such as electrification upgrades, intelligent technologies, and network technology) are empowered, promoting the rapid development of new energy heavy trucks and rapidly erupting in high energy consumption, high emissions, and heavy pollution scenarios.
Market interpretation: The market is up, and new players have appeared
From January to November 2021, the overall market for heavy-duty trucks declined, new energy heavy-duty trucks rose against the market (up 222%), and new players continued to enter the market. With its profound technical reserves, leading ecological products, and deep participation in the operation of the new energy heavy-duty truck market in various cities, Sany's sales volume was far ahead in the first 11 months of this year, ranking first.
Sany pure electric dump truck
The new energy heavy trucks of the new track are different from the traditional heavy trucks, and their intelligent network nature and the characteristics of the energy replenishment scene have promoted the emergence of new business models in the industry: automatic driving operation contracting, vehicle and electricity separation, capacity contracting, C-end operation platform, etc.
From December 25th to 26th, the "2021 5th China New Energy Logistics Vehicle Green City Distribution Conference and the First China New Energy Heavy Truck Industry Ecological Conference" sponsored by Tram Resources and Chengdu New Energy Automobile Industry Promotion and Application Promotion Association, and co-organized by Yunnan Supply Chain Association and Ground Rail Car Rental (Shenzhen) Co., Ltd. was held in Kunming. On the morning of the 26th, the first China New Energy Heavy Truck Industry Ecological Conference in 2021 was held.
Hundreds of new energy logistics vehicle and heavy-duty truck industry experts and elites from government units, scientific research institutions, industry associations, vehicle enterprises, parts enterprises, financial enterprises, operating dealers, logistics e-commerce platforms, charging infrastructure enterprises, etc. attended the conference to conduct in-depth discussions on the current new policies, new technology applications, new market changes, and new trends in industry development.