Commercial Vehicles vs Passenger Cars! Which track of new energy vehicles is more fragrant?

The development of the new energy passenger car market can be described as in full swing. As of the third quarter of this year, Tesla and new car-making forces have many fans, and China has become the world's largest new energy vehicle market. New energy vehicles account for 16.4% of passenger car sales, which means that nearly two out of every ten new cars sold are new energy vehicles. Under the background of the same policy support, what are the reasons for the different degrees of promotion of new energy passenger vehicles and commercial vehicles?

Fundamentally, urban logistics, long-distance transportation, short-term transportation, urban buses, intercity buses, municipal sanitation, engineering vehicles, etc., these complex application scenarios put forward different requirements for the applicability of new energy vehicles.

From the perspective of usage scenarios

Most passenger cars serve personal and family travel; commercial vehicle users are more from the perspective of TCO (total cost of ownership) to consider the cost performance of new energy vehicles, in addition to the cost of car purchase, operating costs and efficiency, after-sales maintenance, service life, vehicle residual value, etc., are very important considerations;

From the perspective of the motivation to buy a car

New energy license plates, car purchase subsidies and purchase tax reductions are enough to drive a large number of car owners to turn to new energy; commercial vehicles are mainly means of production for enterprise users Passenger cars are consumer goods for individual consumers; taking long-distance transportation heavy trucks as an example, as the current mainstream solution of pure electric vehicle mileage, actual load capacity, charging time and charging facilities, etc. have greatly reduced its operational efficiency, coupled with concerns about the overall cost, most truck users are prohibitive of new energy vehicles.

Nevertheless, we have also seen more and more new energy vehicles in scenes such as buses, urban logistics, and shortening.

Under the trend of double carbon, new energy commercial vehicles are late, they will arrive!

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The above contents are organized by: Interact Analysis

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