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 352) (hereinafter referred to as "352 batches of new car publicity"). There are a total of 236 new energy vehicle product models, of which there are 187 models of new energy special vehicles, and pure electric models account for 85.6%, and there are 160 models.
In the announcement of 352 batches of new cars, the types of new energy logistics vehicles declared by car companies are relatively complete, the proportion of logistics heavy truck models is more than 50%, the proportion of light trucks and micro-surface models is second, the number of models is more than 10, the number of micro-truck, Haishi, and medium-truck models is relatively small, and there are no Lingte and pickup truck models. The power battery has changed greatly, the ternary lithium battery is unexpectedly absent, and there is only 1 plug-in hybrid power model, which is "difficult to support alone".
The proportion of logistics vehicles increased The proportion of sanitation vehicles decreased slightly
There are a total of 236 models in the 352 batches of new cars, of which 187 are new energy special vehicles, which is 10 more than the number of 351 batches of models.
From the perspective of the number of models, the number of logistics vehicles is 120, accounting for 64.2%, which is the "hot player" of 352 batches of new car announcements for new energy special vehicles; the number of sanitation vehicle models is 50 models, accounting for 26.7%; concrete mixer trucks, power supply vehicles, rescue vehicles and other special vehicle models, a total of 17 models, accounting for 9.1%.
Compared with the data published by 351 batches of new cars, the number of logistics vehicles increased by 5 models month-on-month, of which logistics heavy trucks accounted for 32.6%. The number of sanitation vehicles is missing 2, accounting for 26.7% from 29.4%. The number and proportion of other models have increased.
This batch of new energy special vehicle models comes from 65 companies. Among them, the enterprises with 17 models are: Zhengzhou Yutong Group Co., Ltd.; the enterprises with 12 models are: Geely Sichuan Commercial Vehicle Co., Ltd.; and the enterprises with 10 models are: China National Heavy Duty Truck Group Jinan Truck Co., Ltd.
The enterprises with 9 models are: Nanjing Jinlong Bus Manufacturing Co., Ltd., the enterprises with 8 models are: Shaanxi Automobile Group Co., Ltd., and the enterprises with 7 models are: Anhui Jianghuai Automobile Group Co., Ltd. Changsha Zoomlion Environmental Industry Co., Ltd. has 6 models.
Beiqi Foton Automobile Co., Ltd., Sany Automobile Manufacturing Co., Ltd., and Xiangyang Tenglong Automobile Co., Ltd. have 5 models.
There are 6 companies with 4 models, namely: Dongfeng Motor Group Co., Ltd., Hebei Wanli Special Vehicle Manufacturing Co., Ltd., Liuzhou Yanlong Automobile Co., Ltd., Xiamen Jinlong Station Wagon Co., Ltd., SAIC Maxus Automobile Co., Ltd., and FAW Jiefang Qingdao Automobile Co., Ltd.
Beiben Heavy Duty Truck Group Co., Ltd., Chery Commercial Vehicle (Anhui) Co., Ltd., Qihang Automobile Co., Ltd., Xiamen Jinlong, Haochi Automobile, Shandong Kaima Automobile Manufacturing Co., Ltd., Shanxi Dezhi Times New Energy Automobile Manufacturing Co., Ltd., Xingeo Automobile, zhengzhou Yutong Heavy Industry Co., Ltd. have 3 models.
The following are the car companies that have more than two models:
Among them, The New Gio and Xiamen Golden Dragon announced the Haishi models respectively, and the number of models was 2 and 1 respectively. Shaanxi Automobile Group Co., Ltd. announced 1 medium-sized truck model.
Logistics heavy trucks and light trucks are mostly micro-surface models
There are a total of 120 new energy logistics vehicles in this batch, of which the number of logistics heavy truck models is 61, accounting for 50.8%; 32 light trucks, accounting for 26.7%; 14 micro-surface models, accounting for 11.7%; 9 micro-cards, accounting for 7.5%; the number of Sea Lion models is 3, accounting for 2.5%; and the number of medium trucks is 1, accounting for 0.8%.
Among the 352 batches of new car announcements of new energy logistics vehicles, there are 85 pure electric vehicle models (excluding replacement models), 13 electric replacement models, 21 fuel cell models, and only 1 plug-in hybrid model.
Among the 61 logistics heavy trucks, there are 38 pure electric logistics heavy trucks (excluding power replacement models), 13 power exchange models, 10 fuel cell models, and plug-in mixed animal flow heavy trucks.
Among the 32 light truck models, there are 20 pure electric vehicle models (excluding power replacement models), 11 fuel cell models, 1 plug-in hybrid model, and no replacement light truck models.
Battery: Ternary lithium battery is absent, and multi-composite lithium battery returns
Judging from the battery types of 352 batches of new car announcements for new energy special vehicles, there are 161 models in this batch that use lithium iron phosphate batteries alone, accounting for up to 86.1%; there are 11 models of lithium iron phosphate and fuel cells; there are 8 models of multi-composite lithium batteries and fuel cells (6 models of light trucks and 2 models of heavy trucks); there are 5 models of lithium manganese oxide and fuel cells; and there are 2 models of lithium manganate batteries alone.
A total of 27 battery companies and brands provide battery support for this batch of new energy special vehicles.
According to the data, CATL is equipped with 137 models of 54 car companies, ranking first. China National Heavy Duty Truck Group Jinan Truck Co., Ltd., Geely Commercial Vehicle, Shaanxi Automobile Group Co., Ltd., Changsha Zoomlion Environmental Industry Co., Ltd., Jianghuai Automobile, Liuzhou Yanlong Automobile Co., Ltd., Nanjing Golden Dragon, Xiamen Golden Travel are among the supporting facilities.
Ewell Lithium Energy and Weihong Power are tied for second place, and both provide battery support for 8 models. The supporting car companies of Ewell Lithium Energy are: Zhengzhou Yutong Group Co., Ltd., Nanjing Jinlong, Nanjing Kaiwo Heavy Industry Co., Ltd., Sany Automobile, and Qihang Automobile Co., Ltd.
Weihong Power System (Huzhou) Co., Ltd. provides battery support for four car companies, namely: Dongfeng Motor Group Co., Ltd., Qihang Automobile Co., Ltd., Geely Commercial Vehicle, and Shanghai Vientiane Automobile Manufacturing Co., Ltd.
Rongsheng Mengguli is equipped with 7 models of 5 car companies, ranking third. The supporting car companies are: Zhengzhou Yutong, Shandong Automobile Manufacturing Co., Ltd., Chery Commercial Vehicle, FAW Jiefang, xiangyang Tenglong Automobile Co., Ltd.
In addition, BYD supplies six models of two car companies. Guoxuan Hi-Tech provides power battery support for 4 models of 2 car companies.
Motor: the first green control transmission China National Heavy Duty Truck Group second
Of the 187 new energy special vehicles announced in the 352 batches of new cars, 112 models were provided by 39 motor companies, and 75 models were not marked with motor manufacturers. Therefore, it has a certain impact on the final ranking of motor companies.
From the perspective of the number of supporting models, Green Control Transmission is the first in 12 models of 6 car companies to support motors, and the supporting car companies are: Nanjing Jinlong, Sany Automobile, Jianghuai Automobile, Dongfeng Motor Group Co., Ltd., Shaanxi Automobile Group Co., Ltd., and SAIC Maxus.
China National Heavy Duty Truck Group Co., Ltd. ranked second, with nine models from three car companies.
Yutong Bus Co., Ltd. is only a supporting motor for Zhengzhou Yutong, and a total of 9 models are tied for second.
CRRC Times Electric Vehicle Co., Ltd. ranked fourth, with 7 models of 3 car companies, including Geely Commercial Vehicle, FAW Jiefang and SAIC Maxus.
Yingboer and Beiqi Foton are tied for fifth place, and both are equipped with 6 models for 2 car companies.
Wolong ZF and Langao Motor are both providing motor matching for 5 models. Wolong ZF only supplies Geely commercial vehicles; Longao Motor provides motor support for Geely Commercial Vehicles, China National Heavy Duty Truck Group Chengdu Ace Commercial Vehicle Co., Ltd., Nanjing Jinlong and other three car companies.
In addition to the above supporting motors, the following are motor companies with a supporting quantity greater than or equal to 2:
Summary: In the announcement of 352 batches of new cars, most of the logistics heavy trucks and light trucks, there are 61 models and 32 models respectively, and the logistics heavy trucks continue to exert force, and the heat is not reduced. There is only one plug-in hybrid model in this batch, which is a light truck model of FAW Jiefang, the battery is equipped with Rongsheng Mengguli, and the motor manufacturer is China FAW Group Co., Ltd.
In this batch of new car announcements, the ternary lithium battery supporting models were unexpectedly absent, and the multi-composite lithium battery equipped with fuel cell logistics vehicles returned unexpectedly. The battery pack weight of multi-component lithium batteries (that is, lithium nickel-cobalt manganese oxide, lithium iron phosphate, lithium manganese oxide, etc.) can be reduced by 40%, and only more than 20 sets of batteries are needed, weighing about 2.4 tons. However, whether there will be better development of multi-composite lithium batteries in the future has yet to be further tested by the market.