Recently, the Ministry of Industry and Information Technology released the 353rd batch of new car announcements, which has aroused widespread concern among light truck practitioners. The reason is that this announcement, as the first new car declaration after the official release of the new regulations for blue-brand light trucks, often has a certain directional guiding effect in the eyes of market observers.
However, the new car declaration coincides with the traditional Lunar New Year, so there is a big gap with the past in the number of declared models, and it also reserves more preparation time for the full compliance of the light truck market. So, in the 353rd batch of publicity, which enterprises participate in the declaration? Take a look at the analysis report of the First Commercial Vehicle Network.
Full compliance into the countdown to the 2.5L power competitiveness in the cloud is highlighted
According to the relevant requirements of the "Notice on Further Strengthening the Production and Registration Management of Light Trucks and Small and Micro Passenger Vehicles" (hereinafter referred to as the "Notice") issued by the Ministry of Industry and Information Technology in January on the Safety Technical Specifications for Light Trucks and Small and Micro Passenger Vehicles, the production of products in production that do not meet the requirements will be stopped immediately from March 1, 2022, but a 6-month transition period will be given to the light trucks in production that have a displacement of more than 2.5 liters included in the Announcement but meet other requirements of the Notice. For inventory products that have been produced and uploaded before March 1, 2022, but do not meet the requirements of the Technical Specifications of this Notice, a 6-month extension of sale and registration period can be given.
Therefore, for products that have been announced but the displacement does not meet the requirements, as well as products that have uploaded a certificate of conformity but do not meet the "Technical Specifications", they will not be able to produce, sell, and register after September 1.
Looking at the 5 diesel light truck chassis declared in the 353rd batch of publicity, among them, Qingling Motors declared 2 models (QL1040MFHACY, QL1100NBHACY), FAW Hongta declared 3 models (CA1040K2L3BE6-1, CA1040K2L2RBE6, CA1040K2L2BE6), in addition to the total declared mass of QL1100NBHACY 9975kg does not meet the relevant requirements of the "Technical Specifications", The rest of the chassis models comply with the relevant provisions in the new blue card regulations, and do not need to consider whether they need to postpone sales, registration and other issues.
Qingling QL1040MFHACY
FAW Hongta CA1040K2L2RBE6
Judging from the power of the matching of various chassis models, Yunnei is still the dominant party in the small and medium-sized displacement market. Except for the CA1040K2L3BE6-1 chassis declared by FAW Hongta, which is equipped with the YCDV2561-115 (power 85kW) model with Yuchai's 2488ml displacement, the rest of the chassis models are powered by Yunnei. Specifically, there are 5 models involved, namely D20TCIF11 (1999ml/93kW), D20TCIF15 (1999ml/90kW), D25TCIF1 (2499ml/110kW), D25Pro (2499ml/118kW), YN25PLUS2 (2499ml/101kW). From this, it is not difficult to find that although the total declared mass of the QL1040MFHACY chassis declared by Qingling Motors is 4495kg, combined with the optional configuration of its body length of 5900mm or 5230mm, the name of the small light truck or the heavy-duty version of the small card seems to be more in line with the role setting of the ta.
The new energy camp has expanded the "Ning Wang" to create a lithium iron phosphate alliance
As another important point of view in the 353rd batch of publicity, the new energy light truck chassis declared by various enterprises has also attracted the attention of all parties.
This time, there are 5 new energy light truck chassis declared. Among them, 2 models of Foton Automobile (BJ1108EVJA3, BJ1045EVJA51), 1 model of SAIC Light Truck (SH1127ZHEVWZY1), 1 model of Yutong Automobile (ZKH1041P1BEVJA), and 1 model of flying saucer car (FD1040W68BEV), all of which are pure electric vehicle models.
In terms of driving motors, the two chassis declared by Foton Motor are driven by the self-produced FTTB135A (rated/peak power 135/260kW) and FTTBP100A (rated/peak power 50/100kW), Yutong Automobile also uses the self-developed TZ270XSYTB62 (rated power 85kW) motor to provide driving force, while the flying saucer car is equipped with TZ230XSIN101 (rated/peak power) provided by Suzhou Huichuan 60/120kW) motors, SAIC Light Truck is supported by Suzhou Green Control's TZ370XS-LKM0759 (peak power 120kW) motors.
Foton Motor BJ1108EVJA3
SAIC Light Truck SH1127ZHEVWZY1
Yutong Auto ZKH1041P1BEVJA
On the whole, SAIC Light Truck and UFO Automobile adopt the idea of cooperating with excellent suppliers in the industry to enhance the market competitiveness of products; while Foton and Yutong tend to digest the drive motor in their own internal supply system in order to obtain more stable quality control, supply and optimal cost. The two sides take their own choices, providing different ideas for the expansion of the new energy light truck camp.
UFO Car FD1040W68BEV
In addition, on the supply side of the energy storage device, the light truck chassis declared in the 353rd batch of publicity without exception all chose to carry lithium iron phosphate batteries in the Ningde era, which reflected the "monopoly" position of the Ningde era in the pure electric light truck energy storage market. With this advantage, the power battery manufacturers with the Ningde era as the core are forming a supply chain alliance of lithium iron phosphate technology route, and the Ningde era deserves to become the "King of Ning" with the highest market share.
epilogue
With the new blue card regulations entering the final countdown, light truck manufacturers have also increased their efforts to clean up inventory and launch products that fully comply with the new blue card light truck regulations. Judging from the light truck chassis in recent batches of public announcements, the proportion of compliant models has also revealed the market's strong demand for compliant light trucks. In addition, behind the intensification of market competition, the competition of the supply chain system is gradually moving from behind the scenes to the front, making the product competition of the vehicle company more exciting.