In 2021, the sales volume of new energy heavy-duty trucks unexpectedly exceeded the 10,000-vehicle mark, with 10,513 vehicles sold, which greatly stimulated the heavy-duty truck industry and increased confidence in the great development of new energy heavy-duty trucks. Industry insiders are extremely optimistic about the new energy heavy truck market in 2022, and the upward trend of the industry has been obvious.
In 2021, the new energy heavy-duty truck market has changed the previous market state dominated by sanitation heavy-duty trucks, and under the dual drive of the "double carbon" policy and the market, the new energy tractor has soared in sales with its strong performance, strong practicality and adaptability to application scenarios, and has become the mainstream model of the new energy heavy-duty truck market in one fell swoop.
According to the statistics of tram resources, from January to December 2021, among the new energy heavy truck sales models, the sales volume of new energy tractors (including semi-trailer tractors, referred to as tractors, the same below) reached 5511, new energy dump trucks (including dump trucks, referred to as dump trucks, the same below) sold 2128 vehicles, new energy mixer trucks (referred to as mixer trucks, the same below) sold 1309 vehicles, other new energy special vehicles sold 1493 vehicles, and new energy cargo heavy trucks sold 72 vehicles. Tractors account for more than 50%, becoming the main sales model of new energy heavy trucks, reflecting the performance of new energy tractors in the market has been affirmed by users.
Tractors have become the mainstream and have rich application scenarios
The new energy tractor has strong performance and strong practicality, especially the change of heavy trucks alleviates the anxiety of mileage, and is widely used in the steel industry, ports and other scenarios, showing the transportation ability of not losing to fuel heavy trucks, which has been well received by users.
In January-December 2021, 5511 tractors were sold, accounting for 52.42% of the total sales of new energy heavy-duty trucks in 2021, reflecting the market application from sanitation vehicles to transport vehicles (tractors), and the market recognition has increased.
Dump trucks sold 2128 vehicles, accounting for 20.24%; mixer trucks sold 1309 vehicles, accounting for 12.45%; other new energy special vehicles sold 1493 vehicles, accounting for 14.20%; a small number of cargo transport vehicles sold 72 vehicles, accounting for 0.69%.
Tractor sales continue to grow Monthly sales of dump trucks soared 26 times
In 2021, tractors have become the darling of the market, and sales continue to grow, especially in December, with the national replenishment decline and the year-end performance sprint and other factors, monthly sales exceeded 1,000 vehicles, reaching 1,730 vehicles, compared with 34 units sold in January 2021, monthly sales soared by more than 50 times.
The dump truck market fluctuated greatly, and in December, due to the sprint of the performance of car companies at the end of the year and the decline of the national supplement, the monthly sales soared, reaching 822 vehicles, compared with 31 vehicles sold in January 2021, and the monthly sales volume soared 26 times.
Affected by the policy, Zhengzhou City, Changsha City and other cities a large number of new energy mixer trucks, new energy mixer trucks suddenly emerged, sales soared, the annual sales of more than 1000 vehicles, reaching 1309 vehicles, in 2021 new energy heavy trucks total sales accounted for 12.45%, a record annual sales.
Pure electric (rechargeable) heavy trucks are still the mainstream The prospect of power replacement models is promising
Pure electric (charging type) heavy truck technology is mature, after years of development, the market operation experience is rich, is still the mainstream of the market; the replacement of heavy trucks began to pilot, becoming a new growth point, the market share continues to grow.
In the tractor, dump truck, mixer truck market from January to December 2021, tractor replacement models grew rapidly, the number of pure electric (charging type) models, accounting for 43.50% of the tractor market, fuel cell model sales rose, accounting for 6.80%; dump trucks are mainly charging models, replacing models account for 32.66%, fuel cell dump trucks are more popular in the market, accounting for 15.98% in the dump truck market; mixer truck replacement models are fewer, Pure electric (charging) models are the mainstay (accounting for 89.61%).
Among the tractors from January to December 2021, among the top three best-selling models, pure electric accounts for one and two electric replacement models. Zhilan Heavy Truck's pure electric semi-trailer tractor (BJ4259EVPA1 Futian brand) sold 722 units, ranking first; China FAW's switched pure electric semi-trailer tractor (CA4250P66T1BEV Jiefang brand) sold 516 units, ranking second; Hanma Technology's switchable pure electric tractor car (HN4253H36C8BEV Valin Star Brand) sold 479 units, ranking third.
From January to December 2021, among the top 10 best-selling models of new energy heavy-duty truck tractors (including semi-trailer tractors), Hanma Technology and Beiben Heavy Duty Truck each have two models, and Zhilan Heavy Truck, China FAW, SAIC Hongyan, Sany Automobile, XCMG Automobile, and Nanjing Jinlong have one each.
brief summary
New energy tractors surpass sanitation heavy trucks, becoming the mainstream of the new energy heavy truck market, which is the development trend of new energy heavy trucks, reflecting that in the field of transportation, the role of new energy tractors has expanded, and the application in the steel industry, ports and other fields also fully demonstrates that the practicality of new energy heavy trucks is very strong, promoting the development of green transportation.
New energy dump trucks are widely used in municipal construction, municipal sanitation and other fields, and new energy mixer trucks play an important role in the field of municipal construction, adding strength to the city's environmental protection.
In 2021, the state officially began the pilot of heavy-duty truck replacement, and the sales volume of new energy heavy-duty trucks in Tangshan City exploded, which is conducive to the accumulation of experience in replacing heavy-duty trucks, and as the sales volume of heavy-duty trucks continues to grow, the market share will be further expanded.