Since the analysis of the announcement of truck products, the author has been splitting the "heavy truck" of the statistical caliber of the China Automobile Association into two dimensions: the first part reviews the production and sales of the traction industry, and the current article focuses on the heavy truck industry of single-car vehicles for a brief description. According to the monthly production and sales express report of the China Automobile Association, 40,000 heavy trucks were sold in December, although the year-on-year decline was -30.5%, but the momentum slowed down and the market recovered slightly, similar to 42,000 vehicles in July at the beginning of the second half of the year.
In 2021, there were 728,000 heavy-duty trucks, and the number of new products in 2022 was 82
In the whole year of 2021, the heavy-duty truck industry sold 728,000 vehicles from January to December, a cumulative year-on-year decrease of 57,000 units, a decline of -7.3%, in the "slightly weighted" five categories of trucks in the midstream, compared with the commercial vehicle industry market -10.7% momentum is slightly better, but also affected by the National VI emission switch.
This batch of new heavy-duty trucks continued to rebound under the strong pull of the cargo category, totaling 82 models, an increase of 8% month-on-month, and has climbed two consecutive batches since the 350th batch of lows of 62 models. Among them: the largest contributor to the total of 42 types of cargo, a net increase of 10 models, a month-on-month growth rate of more than 30%, restored the status of the main backbone of the heavy truck industry; a total of 27 types of self-discharge, still hovering in the horizontal line of 30 models, although there are many new products in the year-on-year decline; 4 off-road categories, 9 models of special categories are not much different from previous batches.
Foton Daimler GTL upgraded, Valin Star replaced M5
Foton Daimler declared an upgraded new product of the GTL series, including three four-axle 31 tons and one three-axle 25 tons dump truck chassis. The series follows the GTL series of main mold sheet metal parts, mainly for local adjustment of the front wall of the cab, the intake grille adopts three rack-shaped banner chrome decorative strips, the polygonal headlights are angular, the front bumper is integrated with non-slip stainless steel pedals, and the overall rough style of the engineering car is more. Specifically:
The four-axle 31-ton BJ3319Y6GRL-82/83/84 has a flat top and high top options, 9.36/10.8/11/12 tons, 8×4 drive form, and is equipped with Weichai 7.8L, 350 hp, 10.52L, 430 hp, 12.54L, 550 hp, or Foton Cummins 10.5L, 360 hp diesel engine, with a maximum speed of 89/95km/h.
The three-axle 25-ton BJ3259Y6DPL-19 is a flat-roof cab with a curb weight of 10.325 tons, 6×4 drive, equipped with a Foton Cummins 12.9L, 580 hp diesel engine, and a maximum speed of 89 km/h.
As a classic model in the heavy-duty truck industry, Valin Star has a history of nearly 20 years since it rolled off the production line in May 2004, and is currently in the entry-level grade in Valin's product spectrum. This batch of Valin upgraded it, declared the M5 series of new products, are 8×4 drive form of four-axle 31 tons, including 3 truck chassis and 2 dump truck chassis, the new headlights and Geely remote G1 series are more similar (not the same), the use of V-shaped double-width horizontal blackening front mesh and X-type bumper overall composition of spindle style, a change in the previous Mitsubishi FUSO to the square-based cab shape. However, as a product of several generations ago, the Valin Star cab is set according to the width of the car 2.5 meters, which belongs to the narrow body in the industry, and this structure is still inherited after the upgrade to the M5 series, which can also identify the evolution relationship between products. Specifically:
HN1310/1/2N35CLM6J truck chassis 8.52/8.66/8.94/9.48 tons, using five sets of leaf springs or front, middle and small pieces rear double axle air suspension configuration, equipped with Valin's own 7.41L, 350 hp or Weichai 7.8L, 350 horsepower diesel engine, the maximum speed of 82km/h.
HN3310N35B6/8M6J dump truck chassis purge weight 9.6/9.68 tons, more emphasis on lightweight cargo version made of frame part of the reinforcement, the same power system, the maximum speed of 78km/h.
The four-axis 31 tons of new products are thriving, and the Geely G1E series has a variety of shapes
The new products of this batch of four-axle heavy trucks have sprung up, or they are strong and aggressive, and a total of 45 models are second only to the 49 models of the 349th batch, an increase of 15 models from the previous month, an increase of half. A total of 30 models of two-axis heavy trucks, the increase is not large, but still maintain a 37% share. Triaxial heavy truck is the biggest disappointment in this batch, a total of only 7 models, down more than 60% month-on-month, a net reduction of 11 models, fortunately, there is 1 BEV new product to save some face, that is, SINOTRUK Jinan TX series ZZ3257Y384GZ1EV pure electric dump truck chassis, equipped with Ningde era LFP power battery and SINOTRUK 130kW dual motor electric drive axle, the maximum speed of 89km/h.
In terms of power, this batch of diesel power failed to block the continuous offensive of new energy, totaling 53 models, falling to 65% share. The number of new energy heavy trucks has risen again, and the NEV penetration rate has reached another high point after the 346th batch of 37.6% with a share of 35.4%, of which the total number of BEVs is 24, accounting for about 30%, and the total number of FCVs is 5, and the share has increased to a certain extent.
The drive forms of this batch are concentrated at both ends, with 8×4 and 4×2 occupying 80% of the shares with 38 and 27 models respectively, and the rest have not been brilliantly represented, including the traditional third pole 6×4/6×2. Specifically:
The cargo class is mainly based on the 25 new products of the two-axis 4×2, but it is not much different from the 19 new products of the four-axis 8×4, and this batch can be described as a four-axis cargo truck that is fully red.
The tipping class is absolutely dominated by 19 new products of the four-axis 8×4, and the strong position does not move at all, and the rest of the forms of this batch are only 1-4 models, all of which are supplementary players in heavy trucks.
There are 4 new products in this batch of off-road all-wheel drive, including 3 models of 4×4 and 1 model of 8×8, namely Dongfeng Commercial Tianjin VR series EQ2180GSZ6DJ off-road truck chassis, Sany 318 series SYM2311T1F, Qinji Lishun LSC2186E611 and Hubei Sanhuan Haolong STQ2186L07Y3E6 off-road dump truck chassis.
This batch of Geely Sichuan Commercial Vehicles declared three 18 tons OF BEV powered long-range G1E series pure electric truck chassis new products, using a cab appearance that can be selected from each other, all using Ningde era LFP power battery and CRRC era electric 180kW permanent magnet synchronous motor +6AMT drive system, the main difference is in the battery layout form:
The battery of DNC1187BEVGMJ1 is arranged on both sides of the inter-shaft longitudinal beam, the appearance of the main body is an industry male mold, the intake grille adopts Geely family characteristics to show the difference, the curb weight is 6 tons, and the wheelbase is 3.8 meters.
The battery of DNC1187BEVMJ1/2 adopts the cab rear mounting scheme, redesigned the appearance of the cab, and the use of the new headlights and U-shaped grille makes it more like a Geely commercial vehicle, with a curb weight of 7.14/7.6 tons and a wheelbase of 4.8/5/5.3 meters appropriately lengthened to adapt to the space occupation problem caused by the battery rear.
Golden Travel borrowed from XCMG, and the traditional bus "One Pass And Three Dragons" are involved in heavy trucks
This batch of Xiamen Golden Travel took XCMG Hanfeng G7 series as the basic type, and declared two XML3311DEVY0/1 swappable pure electric dump truck chassis. The series adopts Ningde era LFP power battery, the cab rear mounted "backpack" battery arrangement is convenient for battery replacement, the curb weight is 13.7/14.5 or 13.3/13.9 tons, optional three groups / six sets of leaf spring suspension, respectively equipped with Jinlong New Energy 405kW or Tebaijia 360kW drive system, the maximum speed of 89 or 80km/h, officially named "Dragon Transport" series. Compared with the Hanfeng G7 series XGA3318BEVWEAX pure electric dump truck chassis declared by XCMG Automobile in the previous batch, it can be seen that the new products of Golden Travel are almost the same as the prototype cars, which is also a common practice when non-traditional heavy-duty truck companies first enter the circle.
In September 2021, Yutong Group declared the ZKH1180P1BEVJD pure electric truck chassis and YTZ5186TXSD0BEVBEV pure electric washing sweeper in the 347th batch of the Ministry of Industry and Information Technology, which is the industry's first pure electric low-entry sanitation heavy truck, see (Yutong low-entry sanitation truck). After several months of optimization and improvement, Yutong Group declared the ZKH1180P1BEVJE pure electric truck chassis and YTZ5185TXSD0BEV pure electric washing car, and adjusted some parameters according to the characteristics of market demand. Specifically:
First of all, on the basis of the height of the car 3160mm, the low body battery cover structure with a height of 2980mm is selected, and the overall control is within 3 meters, which is more conducive to the sanitation vehicle passing through the community height limit pole;
In addition to the original 2 seats, the cab has added a 3-seat option to facilitate the ride of a three-person working group;
The car is equipped with a single body of the Ningde era, Zhengzhou Shenlan group, 299.53 degrees LFP power battery, and can also be equipped with 268.7 degrees of Hubei Yiwei monomer, and the curb weight has also increased from 8050kg to 9250kg;
The drive system adopts Yutong 500kW permanent magnet synchronous motor, which is greatly improved from the previous 240kW, and the maximum speed is also adjusted from 75km/h to 90km/h, which greatly improves work efficiency.
The series of models adopts 50+23+7.5kW top mounted motor, stainless steel garbage bin 4.5m, carbon steel clear water tank 8.4/7m, maximum cleaning width 3.5 meters, cleaning speed 3-20km/h. At present, Yutong Group has named it W18 pure electric low-entry washing sweeper for official promotion, which will set off a new round of "low-intensity work mode" in the field of municipal sanitation.
As of this batch, the "one pass and three dragons" of the traditional bus industry have been involved in the production of heavy trucks and vehicles, becoming the best representative of the diversification of the commercial vehicle business, and the reason is that the traditional bus industry is not as good as ever. In the face of the increasingly pursuit of personalized "free travel" in travel modes, even with the blessing of new energy, it cannot stop the pace of decline in the traditional bus industry year after year after testing the water and light passengers without results (at least it is difficult to say that it is successful and cannot shake the industry pattern), the truck business on the other pole of commercial vehicles has also begun to enter the eyes of the law, becoming a new round of chasing objects for leading enterprises. As new energy technology has matured on the bus, the combination with heavy trucks has also become the best entry point for the "one pass and three dragons", specifically:
Yutong Group ZKH and Jirui jointly joined hands to carry out "facelift" of United U series products, declared a new front wall mask, headlights and related patents, as its own heavy truck platform, has now covered 18-31 tons, BEV/FCV are involved. In addition, Yutong Group ZKH is not equal to the well-known Yutong Bus ZK in the industry, the two are actually affiliation, which need to be carefully distinguished and should not be simply confused. In other words, the bus business may be sold at any time, while the truck business will remain at the level of Yutong Group, and perhaps also include the pickup truck business that will be listed soon.
Xiamen Golden Dragon XMQ also cooperated with Jirui, retaining the joint U-series headlights and only modifying the front middle network, so it has the same origin as Yutong Group. Perhaps considering differentiation, Xiamen Golden Dragon has also cooperated with Hubei Sanhuan, using its Haolong series products to expand the new cab, trying to emphasize the "lightweight" of parameters, but the quality of the industry's public model cab is also unsatisfactory.
Suzhou Golden Dragon has previously cooperated with Dongfeng and declared FCV tractors for Shanghai Baosteel, and has now determined the product strategy of comprehensive cooperation with JAC Motors, and has been involved in 25 tons of traction, 18 tons of heavy trucks and medium trucks, BEV/FCV and so on.
Xiamen Golden Travel has cooperated with XCMG Automobile in the exchange of power-changing dump trucks, which is the starting point for the business.
To be fair, the above "modified cars" developed by using existing products or public models in the industry have no characteristics of their own, and the differentiation you can achieve will be done by others, which is a tuition fee that must be paid for "atypical trucks" enterprises that cannot manufacture private models. Considering that most of the teams of the "new forces of heavy trucks" now have no experience in the truck industry, avoiding the inertia of past thinking and making less judgments is the first priority. The reason why the automotive industry is subdivided into several areas is because of different characteristics, more exchanges and learning with industry insiders, sinking down to listen, feel the voice of market customers is the desirable attitude - the road to positive development, one step will not be less.
The number of new products in the cargo category has recovered, and sinotruk Wuyue has two special oil vehicles
From the perspective of the nature of use, the new products in the cargo category have increased by nearly 10% of the share, with 44 models and 54% of the proportion becoming the direct booster for the recovery of the new products of this batch of heavy-duty trucks. The proportion of new dump products maintains more than 1/3, which is a vital backbone of the heavy truck industry. The special category of new products continues to hover near the 10% share benchmark line, and this batch is mainly based on the nature of carrying goods, including 4 models of van truck XXY and 1 concrete mixer truck GJB, and 1 specialty, oilfield and workover rig. Some readers pointed out that special emergency vehicles also have more points to see, and whether the announcement of the new series of articles on commercial vehicles can consider getting involved in the field of special vehicles, for which the author will also try to create, please look forward to it.
By GVW tonnage and fuel type:
This batch of four-axis 31 tons with 38 new products, 46% of the proportion of thriving, the new products also hinted that the current freight market is still worth holding, especially the short barge field by the new energy technology support and policy tilt, has become the majority of car companies, emerging forces and capital market chasing objects.
Two-axle 18 tons with 22 new products, 27% of the proportion of the second place, diesel power and new energy just half open, in just one year, new energy heavy truck products (non-traction) from the previous rare models to become a model of blooming everywhere, which is also the best proof of the transfer of new energy technology from the city bus to the truck industry.
Diesel power is concentrated in 31 tons of 24 models and 18 tons of 11 models, one of the traditional top three 25 tons of this batch of only 4 models, not yet less than 16 tons of 6 models, in a relatively sluggish trough period.
New energy heavy truck "two hot" momentum does not decrease, 31 tons 14 models and 18 tons 11 models occupy more than 90% of the share, another 16 tons 2 models, 25 tons and 32 tons each 1 model also do special supplements, of which the latter is Nanjing Golden Dragon NJL1320ZHHFCEV fuel cell truck chassis, Shenzhen hydrogen blue era fuel cell + Ningde era LFP power battery, Suzhou green control 355kW drive system, the maximum speed of 85km/h.
Among the 24 BEVs in this batch, 18 are slow-charging and 6 are power-swapping types, and the different forms of cargo and dumping are the areas that need to be carefully identified in new energy heavy trucks (the electrification characteristics of cargo-dumping-traction are different). Specifically: there are 11 slow charging and 1 power exchange in the 1-word head loading class, while the 3-word head dump class has 5 slow charging and power replacement.
Tai'an Wuyue, a subsidiary of Sinotruk, has declared two special chassis of oilfield nature, and is also a representative enterprise of multi-axis over-limit special chassis, namely:
Left-biased cab, 1-person TAZ5486TXJA workover chassis, length of 12.92 meters, 8×4 drive form, double steering front axle 10 leaf springs, dual drive rear axle rigid balance beam suspension, GVW = 48 tons, curb weight 18 tons, equipped with Weichai 11.6L, 400 horsepower diesel engine, the maximum speed of 60km/h, in the oilfield conditions to be sufficient.
TAZ5586TYT oilfield special vehicle chassis, length 12.135 meters, 8×4 drive form, double steering front axle 6 pieces, double drive rear axle 12 pieces of leaf spring suspension, GVW = 58 tons, curb weight 19.6 tons, equipped with heavy air power 12.42L, 500 horsepower diesel engine, the maximum speed of 70km/h. The vehicle has a flat frame platform, which facilitates the installation of various oilfield-specific equipment.
Photo: C3