In 2030, the scale of new energy commercial vehicles will reach 1 million, how can Geely share the soup?

The trend of electrification in the automotive industry is accelerating, and the market penetration of pure electric commercial vehicles is gradually increasing.

Recently, Geely Commercial Vehicle's remote vehicle officially launched the Xingzhi pure electric light truck, including four models of medium body and narrow body, with a retail price of 184,800 yuan to 195,800 yuan after subsidies. Although from the perspective of purchase cost, the starting price of electric vehicles is generally high, but after accounting, the fuel cost of remote Xingzhi can save about 20,000 yuan compared with traditional fuel vehicles in one year, and the annual maintenance cost is nearly half lower than that of fuel vehicles.

In the past, commercial vehicles have been the representative of high emissions. At the same time, although China is the world's largest logistics market, the logistics efficiency of commercial vehicles is much lower than that of developed countries. With the increase in the national requirements for upgrading the emissions of commercial vehicles, and the comprehensive consideration of cost, efficiency and right of way of urban logistics, the market penetration rate of new energy commercial vehicles, especially light commercial vehicles, has increased year by year. The data shows that in 2020, the domestic new energy passenger car market penetration rate is 5.8%, and the penetration rate of new energy commercial vehicles is only 2.7%. Roland Berger predicts that under the background of national "carbon peaking" and "carbon neutrality", the penetration rate of new energy commercial vehicles will reach 20% in 2030. According to a conservative estimate of the size of the commercial vehicle market in 2020, by 2030, the annual sales of new energy commercial vehicles will reach one million.

In the traditional commercial vehicle market, FAW, Dongfeng, Sinotruk and SAIC have been laid out for many years, and have established a stable and perfect supply chain relationship in the field of production, supply and marketing, so over the years, the ranking pattern of the traditional commercial vehicle market has hardly changed much. However, as a new field, new energy commercial vehicles, like the passenger car market, the opening of new market space and the focus on new technical routes without traditional baggage also provide opportunities for new investors and entrants to get a piece of the pie.

Geely Commercial Vehicle was officially established in 2016. "In the commercial vehicle market, although Geely is a latecomer, its advantage is that it has no burden, and it can use the accumulation in the passenger car field to empower commercial vehicles, so that commercial vehicles have a high technical starting point from the beginning." Geely Commercial Vehicle insiders believe. He said that the remote Xingzhi relies on the new energy exclusive structure of 100% positive research and development of Geely Commercial Vehicles. Geely is the first enterprise in the field of commercial vehicles to propose "architecture car manufacturing". The architecture not only covers pure electricity, extended range, hydrogen fuel cells and other new energy power, covers a load range of 2.5T-12T, can be combined dozens of new energy models, while models based on the architecture have OTA functions and advanced driver assistance system ADAS. In addition, the power battery of the remote Star Wisdom adopts CTP technology of the Ningde era, and its intelligent temperature control system can not only help the vehicle achieve longer mileage and life, but also have a wider range of temperature adaptation, and the cruising range under C-WTVC conditions can reach 260km.

"From January to May this year, sales of long-range vehicles increased by 761% year-on-year, and sales of light commercial vehicles increased by more than 10 times year-on-year." Wang Yanbin, vice president of Geely Commercial Vehicle Group, said that in addition to the traditional model, Geely has also set up its own green capacity platform to provide users with targeted solutions through diversified platforms such as "financial leasing".

In addition to Geely, mainstream commercial vehicle companies including Foton, FAW Jiefang, and SAIC Motor are all transforming toward electrification. While leading technology, how commercial vehicles are more competitive in cost, richer in use scenarios, and more able to meet user needs is what car companies need to focus on.