Tram resource data show that in January 2022, 6330 new energy logistics vehicles were sold (including cross-type passenger cars), in addition to cross-type passenger cars, new energy logistics vehicles were sold to 29 provinces (municipalities and autonomous regions), and 210 cities had sales.
From the perspective of new energy logistics vehicle flow in January, 28.33% of new energy logistics vehicles flowed to new first-tier cities, a total of 1567 vehicles, mainly representing Chengdu, Chongqing, Zhengzhou, Foshan, etc.; 17.34% of new energy logistics vehicles flowed to second-tier cities, a total of 959 vehicles, mainly sold to 28 cities; Shanghai, Beijing, Shenzhen, Guangzhou four first-tier cities accounted for a total of 15.17%. A total of 2166 new energy logistics vehicles flowed to third-, fourth- and fifth-tier cities, accounting for the highest proportion, reaching 39.16%.
City ranking reshuffle: Tangshan ranked first, and Shenzhen fell out of the TOP3
Tram resource statistics show that in January 2022, the top 10 cities for new energy logistics vehicle sales are: Tangshan, Zhengzhou, Chengdu, Shenzhen, Shanghai, Chongqing, Shijiazhuang, Beijing, Foshan and Guangzhou.
The top 10 cities for new energy logistics vehicle sales in January 2021 are Shenzhen, Suzhou, Chengdu, Xiamen, Chongqing, Quanzhou, Guangzhou, Changsha, Kunming and Xi'an. It is not difficult to see that the city sales list in January 2022 has seen a major reshuffle compared with the previous year:
First, Shenzhen, which has been at the top of the list for a long time, unexpectedly fell out of the TOP3 to rank 4th, and only Chengdu retained the ranking among the top three traditional cities; second, in the TOP10, in addition to Tangshan's unexpected summit, there are 6 cities to replace.
As a third-tier city, Tangshan won the first place in the city sales list with 587 sales, an increase of 96 times year-on-year; Zhengzhou ranked second for the first time, with sales of 396 vehicles, an increase of 500%; Chengdu ranked third in line with the same period last year, with sales of 316 vehicles, an increase of 54.1% year-on-year.
Shenzhen fell out of the top three, ranking 4th, with sales of 308 vehicles, down 12.3% year-on-year; Shanghai was in 5th place, with sales of 241 vehicles, an increase of 338.2% year-on-year; Chongqing increased by 37.4% year-on-year, with sales of 239 vehicles, ranking 6th.
Shijiazhuang is the only city with net growth in the TOP10 list, with sales of 172 vehicles, ranking 7th; Beijing and Foshan are in 8th and 9th places, with sales of 153 and 138 vehicles respectively, both of which are positive growth; Guangzhou fell from 7th to 10th, down 6.2% year-on-year, with sales of 137 vehicles.
It's worth noting. In the TOP15, in addition to Shijiazhuang, Qinhuangdao is also a city with net growth, with sales of 96 vehicles.
The third, fourth, and fifth lines have seen the "net growth" of the city, and the dawn of the sinking market has suddenly emerged?
For a long time, Guangdong Province has been a large seller of new energy logistics vehicles, often ranking first. In January this year, Hebei Province became the top province with sales of 986 vehicles, of which Tangshan is the main incremental market in Hebei; while Guangdong Province became the second largest provincial market for new energy logistics vehicles, and Shenzhen is still the main market in Guangdong Province.
In addition, the analysis of tram resources learned that in January 2022, the sales market share of third-, fourth- and fifth-tier cities increased by 21.9% year-on-year, while the market share of first-tier cities, new first-tier cities and second-tier cities was negative year-on-year.
First-tier, new first-tier and second-tier cities, a total of 48 cities, the total proportion of the three accounted for 60.84%, compared with the same period last year 82.75% of the share fell by about 22 percentage points year-on-year. The market share of third-tier, fourth- and fifth-tier cities was 39.16% in January this year, an increase of 21.9% year-on-year.
At the same time, tram resources also observed that many third-, fourth- and fifth-tier cities with sales in January had zero sales in January last year, and achieved net sales growth this year. Shijiazhuang, which ranked 7th in the city sales list, Qinhuangdao, Linfen, Jingdezhen and Ordos, which ranked 15th, all achieved a sales breakthrough of "0".
Among them, Linfen and Jingdezhen both entered the TOP25 in January this year, with sales of 94 vehicles and 71 vehicles respectively; ordos sales also increased from 0 to 40 vehicles.
Does the growth of market share in third-, fourth- and fifth-tier cities mean that the sinking market of new energy logistics vehicles ushered in "spring"?
1 month's sales doesn't tell the story. Because, in the list of urban sales TOP10, first-tier cities and new first-tier cities each account for 4 seats, and second-tier and third-tier cities each have 1 seat. First-tier cities and new first-tier cities are still the main sales cities of new energy logistics vehicles and are key regional markets.
Top 5 Cities Hot Models and Market "Hobbies"
Under the guidance of the "urban green freight distribution demonstration project", "new energy vehicles going to the countryside" and "carbon peak in 2030 and carbon neutrality in 2060", the promotion and application of new energy logistics vehicles have gradually taken effect, and with the rise of the sinking market, the future will see the figure of "green brand" trucks in more cities.
At the same time, policy-driven policies have also shaped the distinct demand "preferences" of cities. This is vividly reflected in the top 5 cities in the January city sales list.
Tangshan, Zhengzhou, Qinhuangdao, Linfen, Ordos and other cities have seen a sharp increase in sales, all due to the high sales of logistics heavy-duty truck products.
Behind the increase in sales in Tangshan by nearly 100 times year-on-year, logistics heavy trucks accounted for 97.10%, while micro-surface, micro-trucks and other models accounted for only a small share. The Zhengzhou market is also similar, the model ZKH3310P6BEV Yutong pure electric dump truck is the best-selling model, with sales of 199 vehicles, accounting for 50% of the overall sales of 396 vehicles. Of the 96 vehicles sold in Qinhuangdao, only 2 are cargo boxes. Linfen sold 62 of the 94 trucks in January. Ordos sales of 40 vehicles in January are logistics heavy trucks.
In contrast, the major urban markets of traditional new energy logistics vehicles Chengdu, Shenzhen and Shanghai, although the ranking has declined in January this year, the main sales models are still dominated by the familiar micro-surface, light trucks and micro-trucks.
In the Chengdu market, Xinyuan T50EV, Ruichi EC35II and Jiefang J6F have the best sales and are deeply loved by Chengdu truck drivers. The three most popular models in Shenzhen are the Karry Youyou EV, the Ruichi EC35II and the XCMG Hanfeng G7. Shanghai's best-selling TOP3 models in January are SAIC Maxus MAXUS EV30, SAIC Hongyan Jieshi H6, CQ4250BEVSS404B SAIC Hongyan-swappable pure electric semi-trailer tractor.
It can be seen that cities with a high proportion of heavy industry, mining, infrastructure business, energy conservation and emission reduction and environmental protection pressure are mainly driven by policies, and the demand for logistics heavy trucks is strong; the economy is more developed, and the service industry and logistics industry in the industrial structure are developing rapidly, and the demand for new energy logistics vehicles is more balanced in the two-wheel drive of policies and markets, which can be described as covering all models.
brief summary:
From 161 cities covered in January last year to 210 cities covered in January this year, the coverage of new energy logistics vehicles has been increasing, and the application scenarios are more extensive and richer.
The author firmly believes that under the guidance of the "double carbon" goal and the concept of green development, more and more cities are accelerating the promotion of the application of new energy vehicles. The application of new energy logistics vehicles will further sink, and it will shuttle in more cities in the future.
However, based on the changes in the city sales list in January alone, it is considered that the sinking market represented by the third, fourth and fifth tier cities has ushered in the spring, which is too early. Because, as of January 2022, there are 1.178 million public charging piles, and they are concentrated in the TOP10 areas such as Guangdong, Shanghai, Jiangsu, Beijing, Zhejiang, Hubei, Shandong, Anhui, Henan, and Fujian, accounting for 71.5%. The supporting facilities of the sinking market cannot keep up, which still restricts the promotion of new energy logistics vehicles.