Driven by the "double carbon" goal, the sales of new energy heavy trucks are gratifying, the development momentum is strong, and the sales volume of the replacement heavy truck has soared, and in just over a year, with the advantages of fast and convenient, it has become a hot model in the market.
Under the dual role of policy and market, the development of heavy trucks has become unstoppable, and major car companies and related ecological enterprises have vigorously developed and improved heavy trucks and related supporting facilities, further promoting the rapid development of heavy trucks.
Under the support of policies, ecological enterprises jointly promote the application of heavy trucks for power exchange
The rapid development of heavy trucks is inseparable from the support of policies. In 2020, the state clearly supports the development of power exchange models, which promotes the rapid development of heavy trucks for power exchange. In October 2021, the General Office of the Ministry of Industry and Information Technology issued the "Notice on Launching the Pilot Work on the Application of New Energy Vehicle Power Exchange Models", which for the first time proposed that the pilot of heavy trucks for power exchange will be carried out in yibin, Tangshan and Baotou, which further promotes the development of power exchange heavy trucks.
Major car companies have joined the power replacement heavy truck track, XCMG Automobile, Sany Automobile, Hanma Technology, Zhilan heavy truck, SAIC Hongyan, China FAW, Dongfeng Motor, etc. have continuously declared the replacement of heavy truck models, providing the market with a wealth of heavy truck replacement models, while major car companies jointly charge and replace enterprises, financial institutions and users to accelerate the promotion and application of power replacement heavy trucks.
Since the beginning of this year, new energy heavy truck enterprises and power exchange ecological enterprises have continuously signed contracts to jointly promote power exchange heavy trucks. On January 17, Dongfeng Liuqi Chenglong and Youchain Truck Station signed a contract for 100 sets of Chenglong H7 heavy trucks in Huai'an, Jiangsu Province.
On February 19, Green Electric Transportation signed a strategic agreement with SAIC Hongyan and Hubei Macheng Jiafeng Stone, and the three parties jointly carried out strategic cooperation in the whole industry chain of power exchange heavy trucks, and jointly promoted 1,000 sets of heavy trucks and 20 heavy truck charging and replacement power stations, which is expected to reduce carbon dioxide emissions by nearly 120,000 tons per year for Macheng.
In addition to the joint promotion of heavy trucks by car companies, charging and replacing enterprises and financial institutions, power battery companies have also accelerated their entry into the new energy track, especially the power replacement heavy truck track. Enterprises such as Zhongxin Aviation (AVIC Lithium Battery), Envision Power, and Honeycomb Energy have accelerated their influx into the new energy heavy-duty truck track, while Ningde Times and Ewell Lithium Energy have strengthened their layout in the market.
On February 22, NINGDE Times united with Sany Heavy Industry to hold a demonstration and operation ceremony for the application of heavy trucks in Fujian Province, and the country's first electric heavy truck trunk line - Funing Trunk Line was officially put into operation, achieving a breakthrough of "zero" in the trunk line transportation of electric heavy trucks and breaking the situation of unified trunk line transportation of fuel heavy trucks.
Driven by the dual drive of policy and the market, the sales of heavy trucks have risen sharply. According to the latest data of tram resources, in 2021, 3228 heavy-duty trucks were sold, accounting for 30.70% of the city, while in January 2022, 1022 heavy-duty trucks were sold, accounting for 44.42% of the total sales of new energy heavy-duty trucks in that month.
The power exchange platform accelerates the network layout of the heavy truck replacement
As a major polluter, heavy trucks are the key objects of energy conservation and emission reduction, and the new energy of heavy trucks has always attracted much attention. According to statistics, the number of heavy-duty trucks in China is about 8 million, accounting for only 2.67% of the total car ownership, but according to the Ministry of Ecology and Environment, the nitrogen oxides and particulate matter emitted by heavy-duty truck models reach 85% and 65% of the total vehicle emissions, respectively, and the exhaust emissions of a heavy-duty truck exceeding the standard are equivalent to 200 cars.
Under the pressure of environmental protection, the process of new energy for heavy trucks is accelerating. It is understood that the earlier layout of the heavy truck replacement business in the market - the State Power Investment, the prospect of replacing the heavy truck is very optimistic, proposed that by 2025, the plan to add a total investment of 115 billion yuan, promote 200,000 heavy trucks, 370,000 other types of vehicles, new investment to hold 4,000 power stations, new investment to hold 228,000 sets of batteries.
On January 19 this year, GCL Energy co-announced that it will cooperate with Shenzhen Technology, a commercial vehicle autonomous driving company invested by Baidu, to jointly promote the trial operation of the Beijing-Shanghai line to replace heavy trucks, and complete the power exchange network layout of the 1,000 heavy truck service capabilities of the Beijing-Shanghai Expressway by the end of 2023.
Geely Green Intelligent Power Exchange Capacity Service Platform - All Things Friendly & Sunshine MingDao accelerates the speed of construction (power exchange) stations in the country, and Shaanxi Yulin, Chengdu Hongji Station, Xinjiang Bagang Station, Shanxi Linfen Station, Henan Tongli Station, Zhengzhou Xingang Station, Henan Wujian Station and other stations have been delivered for use. On February 25, the world's first green commercial concrete heavy-duty truck replacement power station was launched, and at the event site, All Things Friend delivered the first batch of 50 pure electric concrete mixer trucks to Hangzhou Longxin Building Materials.
The market potential is huge and the scale will exceed trillions
The prospect of replacing heavy trucks is clear, and the potential of the market is huge.
The rapid development of power exchange heavy trucks will enable more power exchange heavy trucks to be applied. With the increase in the application of heavy trucks for power exchange, the construction of heavy truck replacement power stations will also be accelerated synchronously. However, the construction of the substation is an asset-heavy model, and the initial investment includes land, manpower, power exchange equipment, battery reserves and electricity costs. According to the statistics of relevant agencies, it takes about 10 million yuan to invest in and operate a heavy-duty truck replacement power station, which will also drive the incremental development of related industries such as power batteries and power exchange equipment.
According to Liu Xubao, deputy director of the State Power Investment Green Power Transportation Industry Innovation Center, by 2030, the domestic market penetration rate of heavy-duty trucks is expected to reach 15%, and the market ownership will exceed 1.3 million vehicles. The investment layout of the substation will exceed 26,000, and the new market scale in the next decade is estimated to exceed 1.09 trillion yuan.
brief summary
In order to achieve the "double carbon" goal, the state, enterprises and related parties are accelerating the process of promoting the new energy of heavy trucks. With the acceleration of the process, the replacement of heavy trucks will also achieve rapid development.
Now that the heavy truck replacement market has been activated, it is understood that in the entire heavy truck market, there are about 1 million heavy trucks for short-term inverted scenarios, and as the replacement of heavy trucks appears on the trunk line, it will accelerate the speed of replacing fuel heavy trucks with heavy trucks.
Trillions of blue oceans are in front of us, accelerating the layout, building heavy-duty truck replacement power stations, and seizing the market has become the top priority of heavy-duty truck-related enterprises, are car companies, financial institutions and related charging and replacement operation platforms ready?
(Text/Tram Resources Zanjun)