From the perspective of promotion experience, new energy logistics vehicles have the best results in areas with developed economies, complete supporting facilities and strong policy support.
As a region containing the Yangtze River Delta urban agglomeration, East China has unique advantages in terms of economic conditions and industrial development. According to public data, the total area of East China is 834,300 square kilometers, but the total economic volume accounts for nearly 40% of the country (excluding Taiwan Province). In terms of industry, East China has also formed a mature industrial chain in the fields of light industry, machinery and electronics industry, and the demand for regional distribution and distribution logistics outside the region is huge.
So, what is the current situation of the new energy logistics vehicle market in East China? Under the realization of the "3060" double carbon target, how many opportunities will east China have to provide to major car companies?
Total sales of 36,668 units! Ruichi ranked first in sales, and micro-face sea lions were the best-selling
The economic structure of East China is mainly based on industry and commerce, and the secondary and tertiary industries are very large, with rich products and active commodity circulation, with a huge freight volume. In a variety of application scenarios such as supermarkets and express delivery, the demand for new energy logistics vehicles continues to expand.
According to the statistics of tram resources, in 2021, a total of 36,668 new energy logistics vehicles were sold in East China (excluding Taiwan Province), accounting for 27.9% of the total sales of new energy logistics vehicles in 2021.
From the perspective of enterprises, in 2021, there will be more than 70 new energy logistics vehicle companies in East China with sales. Among them, Ruichi New Energy had the highest sales volume, reaching 5558 vehicles, accounting for 15% of the total sales volume in East China; Xiamen Golden Travel ranked second, with sales of 4003 vehicles, accounting for 10.9%. The most obvious feature of these two enterprises in East China is that most of the sales volume is concentrated in Fujian and Shanghai, but the sales volume of Xiamen Golden Travel is nearly 1600 units less than that of Ruichi New Energy, which is related to the loss of The Jiangxi market of Xiamen Golden Travel.
Dongfeng Motor and SAIC Maxus are not much different, both of which are about 3,000 vehicles, followed by 3,077 vehicles and 3,012 vehicles, accounting for 8.3% and 8.2%. Unlike the first and second places, dongfeng motor's main sales location is in Fujian, while SAIC Maxus, as a local enterprise in Shanghai, naturally sells well in Shanghai, after all, it has the advantage of pre-sales and after-sales whole-line service.
Karry New Energy, Geely Commercial Vehicles, Guangxi Automobile and Fulongma all sold between 2000 and 3000 vehicles, with sales of 2837, 2589, 2239 and 2110 vehicles respectively. The sales volume of these four enterprises is mainly concentrated in Jiangsu and Fujian regions.
The enterprises with sales of more than 1,000 units are Nanjing Golden Dragon, Xinyuan New Energy, and Xinjiao, which sell 1339 vehicles, 1336 vehicles and 1277 vehicles in turn. The sales areas of these three enterprises have their own emphases, Nanjing Golden Dragon and Xinjiao are mainly sold to Jiangsu and Shanghai; Xinyuan New Energy is mainly sold to Fujian.
From the perspective of models, the best sales in East China are micro-surface models. Among the top 10 models, the micro-surface model occupies 8 market seats and the Haishi occupies 2 seats.
Among the TOP5 models in East China, the highest bicycle sales are Ruichi EC35II, accounting for 13% of bicycle sales, mainly in Shanghai, Suzhou and Xiamen.
As the only Haishi model on the list, the Golden Travel Dragon GLE850 ranked second with a sales volume of 2493 units, accounting for 6.80%, but it is worth noting that the Golden Travel Dragon GLE850 is not the best-selling in Xiamen, but on the contrary, it is selling well in Shanghai. It was followed by SAIC Maxus EV30, which accounted for 6.2% and sold 2,275 units, accounting for 6.20%.
Wuling EV50 and Geely remote E5L "bite tight", selling 1776 and 1691 vehicles respectively, accounting for 4.84% and 4.61% respectively.
In addition, models with sales of more than 1,000 vehicles include: Geely Remote E5L (1691 units), Kerry Dolphin EV (1586 units), Qiteng M70L EV (1543 units), Golden Travel Dragon GLE550 (1504 units), Dongfeng Yufeng EM26 (1286 units), Xinyuan X30L EV (1273 units), Karry Youyou EV (1216 units), Xingeo Shuailing (1210 units), Dongfeng Electric EV450 (1000 units).
In general, there are more than 200 new energy logistics vehicles sold in East China, mainly micro-surface models, followed by Haishi. Specifically, the sales volume of micro-surface models was 23,000 units, accounting for 63%; the sales volume of Haishi was 6,018 vehicles, accounting for 16.4%; and the proportion of light trucks and micro-trucks was close, with sales of 2863 vehicles and 2639 vehicles, respectively. From the perspective of market flow, Fujian, Jiangsu and Shanghai are more enthusiastic about micro-noodles, and Jiangsu and Shanghai are more enthusiastic about sea lions.
The economy is large and dynamic: new energy logistics vehicles increased by 182.9%, with great potential
From an economic point of view, the total GDP of East China is rising, with an increase of nearly 13% in 2021 compared with 2020, and the growth rate of 6 provinces and cities has maintained a growth rate of more than 11% (excluding Taiwan Province). The huge economic volume means that commodity trading in East China is very active, and the total volume of freight is huge.
According to public data, the cargo and mail throughput in East China increased from 6.103 million tons in 2016 to 6.954 million tons in 2020, accounting for 43.2%, and the scale of freight transport continued to expand. Among them, Shanghai, as the only municipality directly under the central government in East China, ranks first in the world in terms of cargo throughput and container throughput. On January 1 this year, the container throughput of Shanghai Port has exceeded 47 million TEUs, ranking the world's largest container port for 12 consecutive years.
From the GDP of the six provinces and cities in East China in 2021, Jiangsu ranked first, with 11,636.40 billion yuan, an increase of 13.2% over 2020; Jiangxi had the largest growth rate of 15.29%, with a total GDP of 2,961.97 billion yuan in 2021; Shanghai was 4,321.49 billion yuan, an increase of 11.6% month-on-month.
Judging from the sales data of new energy logistics vehicles in East China in the past two years, the overall growth of East China region showed positive growth, with an increase of 182.9%.
From the perspective of provinces and cities, the sales of new energy logistics vehicles in 6 provinces and 1 city in East China only showed negative growth in Anhui Province. Among them, the largest increase was in Shanghai, which soared by 978.7%; Shandong and Jiangxi increased by 282.7% month-on-month; Zhejiang increased by 312.8% month-on-month; Fujian and Jiangsu increased by 159.2% and 70% respectively in 2020.
Seeking development and digging deep into potential, the "14th Five-Year Plan" East China new energy industry has broad prospects
From the perspective of local new energy vehicle plans, most provinces and cities in East China (excluding Taiwan Province) still have huge development potential in the new energy vehicle industry.
The Department of Economy and Information Technology of Anhui Province pointed out in the "Anhui New Energy Vehicle Industry Development Action Plan (2021-2023)" that by 2023, the output of new energy vehicles in Anhui Province will account for more than 10% of the country. In 2021, the output of new energy vehicles in Anhui Province will be 252,000 units, accounting for 7% of the country's total, which means that Anhui Province will complete more than 3% of the output in 2022 and 2023. Although anhui new energy logistics vehicles have declined month-on-month, under the green city allocation and double carbon targets, the substitution of new energy logistics vehicles in Anhui Province will be further accelerated, which is a good place for major car companies to refuel.
The Zhejiang Provincial Development and Reform Commission pointed out in the "14th Five-Year Plan for the Development of New Energy Vehicle Industry in Zhejiang Province" (hereinafter referred to as the "Planning") that by 2025, the output of new energy vehicles in Zhejiang Province will reach 600,000 units. During the "13th Five-Year Plan" period, Zhejiang Province has promoted and applied more than 420,000 new energy vehicles, with nearly 180,000 promotion space.
Shanghai municipality clearly stated in the "14th Five-Year Plan for the Development of Shanghai Advanced Manufacturing Industry" that by 2025, the annual output of new energy vehicles in Shanghai will exceed 1.2 million by 2025. Among them, the official vehicles of party and government organs, trucks carrying goods in central urban areas, and postal vehicles are fully used in new energy vehicles, and the official vehicles and sanitation vehicles of state-owned enterprises and institutions account for more than 80%. In 2021, shanghai's new energy vehicle production will reach 550,000 units, and there is still huge room for growth.
Jiangsu Province pointed out in the "Jiangsu Province "14th Five-Year" New Energy Vehicle Industry Development Plan" that by 2025, the output of new energy vehicles in Jiangsu Province will exceed 500,000. By the end of 2020, Jiangsu Province has promoted a total of 274,000 new energy vehicles in the province, and the proportion of new or updated new energy vehicles in the public transportation field has exceeded 90%, and it has a lot of experience in promoting new energy logistics vehicles.
In the "Shandong New Energy Industry Development Plan (2018-2028)" previously promulgated by Shandong Province, it is clearly stated that by 2022, the capacity of new energy vehicles in Shandong Province will reach 500,000. However, by the end of 2020, the production capacity of new energy vehicles in Shandong Province was 392,000 units, ranking third in the country. According to the inquiry of tram resources, in recent years, the secondary cities under Shandong Province have introduced all-round policies in terms of charging infrastructure construction, power batteries, awards, and charging operations. It is conducive to accelerating the layout of sales networks for new energy vehicle enterprises.
In the "Jiangxi Provincial "14th Five-Year Plan for the High-quality Development of the New Energy Industry" issued by the Department of Industry and Information Technology of Jiangxi Province, it is proposed to strengthen the research and development of key technologies, support enterprises to carry out key technologies such as new energy vehicle power exchange models, power batteries, and power exchange equipment; encourage pilot projects in public areas such as buses, taxis, urban logistics and distribution, ports, and mines; support the improvement and application promotion of lithium tailings comprehensive utilization process technology, and actively carry out pilot projects of industrialization of comprehensive utilization of tailings. Strengthen the regional layout of battery recycling and comprehensive utilization, encourage multi-level and multi-purpose rational utilization, and improve the level of comprehensive utilization and economic benefits.
Summary of tram resources:
From the above brief analysis, it can be seen that the total number of new energy logistics vehicles in East China showed a positive growth trend, and the overall growth rate in the past two years reached 182.9%. The total GDP of 6 provinces and 1 city in East China (excluding Taiwan Province) also increased by 12.94%, and the huge economic volume and economic vitality made the East China regional market full of infinite possibilities in the future.
From the perspective of the "14th Five-Year Plan" new energy automobile industry development plan of various provinces and cities, the thinking is clear, each has its own characteristics, and the goal is clear, and by 2025, the new energy automobile industry in East China will release a larger space for development.
From the perspective of enterprise and model sales, the East China market has great openness and inclusiveness, and after each enterprise has a first-mover advantage in the local area, it is necessary to consider how to spread out the sales business and continue to open up new markets.