Recently, in the Jinshan Industrial Zone on the outskirts of Shanghai, an originally inconspicuous small enterprise attracted the attention of the park and the outside world.
When the company was first established in 2016, only 8,000 square meters of factory buildings were rented, and the founding team was only 6 people; at the beginning of the new year in 2022, because the products were in short supply, the company could not wait to start the second phase of the project, the leased area of the plant was doubled, the staff should increase to more than 300 people, and put forward the desire to "buy land to build a factory".
Looking at the performance data, it should not be underestimated. Last year, the company received orders of 420 million yuan, which is 5-6 times that of 2020; this year, just entered February, it has received 400 million yuan of orders, and it is expected that the annual order will exceed 1.2 billion yuan, which will be 3 times that of last year. At present, the company has ranked first in the subdivision industry for 4 consecutive years, and its products account for 65% of the national market share.
This "hidden champion" enterprise, called Tebaijia Power Technology Co., Ltd., is mainly committed to the new energy heavy-duty truck powertrain system, providing a driving "heart" for new energy trucks and engineering vehicles of more than 14 tons, and the application scenarios of the matched models are complex and changeable, and the reliability requirements of the products are very high.
"Now, customers are waiting in line! During the Spring Festival holiday, I basically did not rest, while receiving orders, while arranging production, but also to receive customers. Huang Gaocheng, general manager of the company, said frankly that in fact, when the company was just registered, it was not aimed at the direction of "new energy heavy trucks", but mainly for the "bus" to develop and manufacture power systems, but because of the discovery of an industry pain point, a year later, it was fully transferred to the "new track", which ushered in the gratifying situation of "soft order receipt" today.
Originally, in the first year of entrepreneurship, when communicating with a large number of end customers, the company's scientific research team heard many voices from the front line of the industry, such as "opening a fuel heavy truck, a day needs several thousand yuan of fuel costs" "the emission of a heavy truck, equivalent to the emissions of 130 cars", etc., which made them realize that the pain points of the heavy truck industry are very prominent, and the demand for switching to new energy is particularly urgent.
Starting from sensibility, and then to rational judgment. They believe that first, the country's new buses in a year in 200,000 units, and heavy trucks a year new sales of more than 1 million units, the market capacity of the two is very different; second, the technology accumulated by their own scientific research team, in the development of heavy truck power system can highlight the advantages; more importantly, from the long-term economic account and environmental protection account, the heavy truck industry fuel consumption is large, emissions are also serious, industry transformation is imminent, promising.
In 2018, although the sales of products for buses were more than 70 million yuan, the results were gratifying, but Tebka still did not hesitate to stop this business segment, and took the lead in entering the R & D and manufacturing field of new energy heavy truck power systems in China. That year, more than 10 new products were sold. After that, it is a march of the road: in 2019, more than 200 units were shipped; in 2020, more than 1,000 units; in 2021, more than 6,000 units, in 2022, it is expected to be 20,000-25,000 units... Every year it is several times the increase.
Tripaky's products are popular, and the key lies in their high reliability and technological leadership. It is understood that in just a few years, the company has applied for 50 patents, and another 20-30 patents in transit. Among them, the pure electric heavy truck integrated drive assembly products developed by the company for the first time in the domestic pure electric heavy-duty commercial vehicles to achieve the deep integration of "high-power motor + electronic control + automatic transmission", reducing the volume and weight, so that the electric heavy truck on the basis of energy saving 50-60%, shifting smoothness is better, more labor-saving and safer, but also to achieve downhill power generation, by the car manufacturers and heavy truck drivers praise.
In this process, the rapid progress of the entire industry has also made Tripaky "like a tiger". First of all, with the development of the domestic new energy automobile industry, the single mileage of electric heavy trucks reaches 150-200 kilometers, and it takes only 3-5 minutes to replace the battery on the way, which is similar to the refueling time of the original fuel vehicle. At the same time, with the realization of "vehicle-electricity separation" and the construction of the "energy supply station" infrastructure network, the battery is no longer included in the purchase cost of heavy trucks, and the cost of car owners to buy an electric heavy truck has been reduced by about half, which is basically the same as the original purchase of fuel heavy trucks... In this way, people's concerns about replacing new energy trucks have been eliminated one by one.
The advantages of using new energy heavy trucks are more prominent. In addition to saving about half of the fuel cost, the new energy truck also changed the manual gear into an automatic gear, the driver does not have to repeatedly change gears, step on the clutch, labor intensity is greatly reduced, and safety is also higher. At the same time, the purchase of a fuel heavy truck, the engine and clutch annual maintenance costs of 20,000-30,000 yuan, and changed to a new energy power system, the annual maintenance fee is only 800-1000 yuan, and the maintenance cost is greatly reduced.
"The domestic new energy heavy truck market has a huge capacity, and it has just started now." Huang Gaocheng told reporters that in recent years, the promotion of domestic new energy heavy trucks has accelerated, sales in 2000 are still in 2000 units, 2021 has reached 10,000 units, 2022 is expected to reach 50,000 units, but also accounted for only less than 5% of the total sales of heavy trucks, the future space is still very large, "Recently, more than 10 investment institutions have taken the initiative to find us, which shows that the market is optimistic about this new field."