Recently, the Ministry of Industry and Information Technology issued the 353rd batch of declarations of the Ministry of Industry and Information Technology "Road Motor Vehicle Manufacturers and Product Announcements", a total of 194 models of new energy vehicles, of which 139 new energy special vehicles from 62 enterprises were selected.
For a long time, logistics heavy trucks, micro trucks, micro surfaces, and light trucks are the "popular models" declared by various enterprises, while medium trucks, pickup trucks, and Lingte are the "vulnerable groups" in the announcement of new cars. In the 353 batches of publicity, new energy logistics vehicles and new vehicles continued this feature: Haishi models were absent, and the number of logistics heavy truck models was the largest, but the proportion decreased slightly, with only nearly 40% of the proportion. The number of micro-surface, micro-truck and light truck models is relatively large, and the number of medium-sized trucks, pickup trucks and Special is relatively small.
Enterprise performance: Foton Motor /Zoomlion / Sany Automobile ranked in the top three
A total of 194 new energy vehicle product models were announced in 353 batches of new vehicles, of which 139 were new energy special vehicles.
From the perspective of model classification, there are 73 logistics vehicle models (52.52%), 56 sanitation vehicle models (40.29%), and the other 10 models are concrete mixer trucks, workover machines, command vehicles, monitoring vehicles and other special vehicles for other purposes (7.19%).
This batch of new energy special vehicle models comes from 62 enterprises. From the ranking of the number of models, Foton Automobile has a total of 10 models, ranking first. There are mainly 4 logistics heavy trucks, 3 sanitation vehicles, and 3 medium trucks and light trucks.
It is followed by Changsha Zoomlion, with a total of 9 models, all of which are sanitation vehicle models.
Sany Automobile and Zhongtong New Energy have 8 and 7 models respectively. Among them, Sany Automobile has 7 logistics heavy trucks and 1 concrete mixing special vehicle; 7 models of Zhongtong New Energy are sanitation vehicles.
There are 6 models of enterprises: Xinyuan New Energy (models include micro-surface and micro-truck), Fujian Longma Sanitation (all models are sanitation vehicles).
There are 5 models of enterprises: Xuzhou Xugong Environmental Technology Co., Ltd. (all models are sanitation vehicles), Jianghuai Automobile (light trucks, pickup trucks, logistics heavy trucks).
Geely Commercial Vehicle and Dongfeng Motor Co., Ltd. both have four models, and the new cars are mainly concentrated in micro-surface, micro-truck and light truck models.
In addition, the companies that announced the number of new cars in the three models are: China FAW, UFO Automobile, Shanxi Chenggong Automobile, Shandong Kaima Automobile, Qingling Automobile, Guangxi Automobile, Dongfeng Motor Group Co., Ltd., and Beijing Foton Daimler Automobile.
The following are companies that have more than two models:
Tram Resources noted that the three models of flying saucer cars are 1 light truck chassis and 2 light truck models. It is reported that the new energy light truck of the flying saucer car is expected to be listed in July and August in the second half of 2022.
Model analysis: The proportion of logistics heavy trucks decreased, and the proportion of micro trucks increased
In this batch of new car announcements, there are 73 new energy logistics vehicles, of which the number of logistics heavy truck models is 29, accounting for 39.73%; 14 micro trucks, accounting for 19.18%; 12 micro-surface models, accounting for 16.44%; 9 light trucks, accounting for 12.33%; the number of medium truck models is 6 models, accounting for 8.22%; 2 pickup trucks, 1 Lingte model, and 0 Haishi models.
Compared with the 352 batches of new vehicles announced new energy logistics vehicles, the proportion of 353 batches of pure electric vehicle models (excluding replacement types) and replacement models increased, while the proportion of fuel cell models decreased, down about 7.9 percentage points. According to statistics, the proportion of logistics heavy trucks has declined, and the proportion of micro trucks has increased.
Among the 353 batches of new car announcements of new energy logistics vehicles, there are 52 pure electric vehicle models (excluding power replacement models), accounting for 71.23%; there are 12 power exchange models, 7 fuel cell models, and 2 plug-in hybrid models.
Among the 29 logistics heavy trucks, there are 13 pure electric logistics heavy trucks (excluding power exchange models), accounting for 44.83%; there are 11 power exchange logistics heavy trucks, accounting for 37.93%; fuel cell logistics heavy trucks have 5 models, and plug-in mixed animal flow heavy trucks are temporarily absent.
Among the 14 micro-truck models, all are pure electric vehicles.
Battery matching: lithium iron phosphate accounted for more than 90%, and Guoxuan Hi-Tech returned to the top three
In the field of power batteries, the Ningde era is still in the posture of "strong", winning the first place, the second place is still Yiwei lithium energy, and the third place enterprise has been changing, and this time it has returned to the hands of Guoxuan Hi-Tech.
From the perspective of the battery types of 353 batches of new cars announced by new energy special vehicles, there are 126 models in this batch that use lithium iron phosphate batteries alone, accounting for 90.65%; there are 10 models of lithium iron phosphate and fuel cells; 1 model of lithium manganese oxide batteries; and 2 models of ternary lithium batteries alone, accounting for 1.44%.
From the quantitative point of view, this batch of Cataline Times provides battery support for 106 models, accounting for 76.26%, a total of 55 enterprises, of which the largest number is Beiqi Foton (10), Changsha Zoomlion (9), Zhongtong New Energy (7), Xinyuan New Energy (5), Fujian Longma Sanitation (5), Xuzhou Xugong Environmental Technology Co., Ltd. (4), Sany Automobile (4).
There are 12 models of Ewell Lithium Energy this time, and there are 4 supporting enterprises, namely Sany Automobile (4), Geely Commercial Vehicle (2), Dongfeng Motor Co., Ltd. (3), and Chengli Automobile Group Co., Ltd. (2).
Guoxuan Hi-Tech entered the top three this time, providing supporting equipment for 5 models of 3 companies, all of which are logistics models. They are Guangxi Automobile (2), Jianghuai Automobile (2), xinyuan new energy (1).
In addition, Anchi New Energy and Lishen Power are both equipped with 4 models, ranking fourth. Wuhan Xiongtao Hydrogen Fuel Cell Technology Co., Ltd., as a fuel cell enterprise, ranked sixth in the number of supporting 3 models.
Motor supporting: Suzhou Huichuan, Beiqi Foton double into the top three
From the perspective of motor matching, 42 models in the 353 batches of public announcements have not disclosed motor supporting enterprises, so it has an impact on the ranking.
From the perspective of models that disclose motor information, Green Control Transmission provides the largest number of models supporting motors, with a total of 18 models, and the supporting car companies are: Sany Automobile (8), Fujian Longma Sanitation Equipment Co., Ltd. (3), Changsha Zoomlion (1), Xuzhou Xugong Automobile Manufacturing Co., Ltd. (1), SAIC Maxus Automobile Co., Ltd. (1), Aerospace Chenguang Co., Ltd. (1), Hyva Machinery (China) Co., Ltd. (1), Dongfeng Motor Group Co., Ltd. (1), Dezhou Zhonghe Environmental Protection Equipment Manufacturing Co., Ltd. (1).
The second place is Suzhou Huichuan, which provides motor support for 12 models of 4 car companies, namely: Xinyuan New Energy (5), Dongfeng Motor Co., Ltd. (4), Flying Saucer Automobile (2), and Chongqing Changan Automobile (1).
In third place is Beiqi Foton, which provides motor support for 10 models, in addition to its own model (9), it also supports Changsha Zoomlion (1).
In addition, motor companies with a number of 3 or more supporting models include: CRRC Times (6), Tebaijia Power (4), Dadihe (4), Jingjin Electric (4), Polytechnic Power (3), Ryo Electric Control (3), Hefei Daoyi Power Technology Co., Ltd. (3).