Under the dual benefits of policy and market, the mainland cold chain market has ushered in an unprecedented opportunity for development, and the market has been improving all the way. Although the development of new energy refrigerated vehicles is still in the exploratory stage, the "money" scene is very gratifying, and the trillion-level cold chain market contains unlimited business opportunities.
In recent years, under the background of the rapid growth of market demand for cold chain products such as fresh e-commerce, vaccines, biologics, and drugs, the market demand for refrigerated trucks has further expanded, which in turn has led to the growth of refrigerated truck sales. According to the statistics of the Prospective Industry Research Institute, in 2020, the sales of refrigerated trucks in mainland China were 72,300 units, an increase of 47.0% year-on-year; in the first half of 2021, the sales of refrigerated vehicles in mainland China were 42,000 units, an increase of 44.8% year-on-year.
The trillion cold chain market spring is infinitely better
According to the "2021 China Fresh E-commerce Market Data Report" released by the third-party think tank network economic and social e-commerce, the transaction scale of China's fresh e-commerce in 2021 reached 465.81 billion yuan, an increase of 27.92% over 2020. In fact, since 2014, the scale of domestic fresh e-commerce transactions has continued to expand, and the average annual growth rate has remained at about 64%.
In recent years, benefiting from the growth of demand in the downstream industry of cold chain logistics, the number of refrigerated trucks in mainland China has shown a rapid growth trend. From 2020 to 2021, due to the impact of the new crown pneumonia epidemic in China, mainland residents' dependence on online shopping has increased, and the demand for the delivery of fresh melons and fruits, medicines, vaccines and other epidemic prevention items has increased significantly. According to the data released by the "Planning", under the background of the significant expansion of the scale of the mainland cold chain logistics market, in 2020, the domestic cold chain logistics market has exceeded 380 billion yuan, and the number of refrigerated trucks is about 287,000.
However, unlike the rising market of traditional refrigerated vehicles, the market for new energy refrigerated trucks is relatively weak. At present, the market is mainly based on diesel refrigerated vehicles, while there are few new energy refrigerated vehicles. According to the statistics of the Cold Chain Committee of the China Federation of Things, in 2019, diesel vehicles in the new cold chain logistics vehicles in China accounted for 90% of the total, and in 2020, the sales volume of new energy refrigerated vehicles (light pure electric) accounted for less than 1%.
Boss Yang, who has been engaged in the wholesale business of fresh frozen products for many years in Shenzhen Haijixing, told tram resources that most of the merchants of Haijixing have their own refrigerated vehicles, mainly F-class fuel light and medium-truck refrigerated models, there are a small number of plug-in and mixed refrigerated trucks, and pure electric refrigerated trucks are rarely seen.
New energy refrigerated vehicles are still in the exploratory stage
According to the statistics of tram resources, the sales of domestic new energy refrigerated vehicles in 2020 are only 502, although the data will rise to 1736 in 2021, an increase of 256% over 2020, but compared with the sales of traditional refrigerated vehicles, it is simply a dime.
In response to this phenomenon, Zhong Weiping, secretary general of the Commercial Vehicle Professional Committee of the China Automobile Dealers Association, said in an interview with the media that the core reason is that the demand scenario of cold chain logistics puts forward very harsh requirements for new energy batteries in terms of mileage and stability, but there is still a big gap between the battery capacity of new energy vehicles and the actual demand.
At present, the mainland new energy refrigerated vehicle is in the exploratory stage, and the national market has not been opened. In 2021, although new energy refrigerated vehicles have sales in 26 provinces and cities, sales are mainly concentrated in less than 100 vehicles, and sales exceed 100 in only three cities, and among the nearly 50 new energy refrigerated models sold in 2021, only Geely Remote RE500, Ruichi EC31, and Geely Remote E200S have sold more than 100, and a large part of them have sold in single digits.
At the same time, new energy refrigerated vehicle manufacturers are also in a weak and scattered state. Although there are 8 more car manufacturers selling new energy refrigerated vehicles in 2021 than in 2020, none of them can "fight", and the highest sales volume is parked at 621 Geely commercial vehicles. New energy refrigerated trucks cannot be compared with the traditional refrigerated truck market.
Because, compared with traditional refrigerated vehicles, new energy refrigerated trucks have problems such as short mileage, small rated load quality, and low distribution efficiency.
It is worth noting that according to the "Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022" issued by the Ministry of Finance and other four ministries and commissions, the subsidy standard for new energy vehicles in 2022 will be reduced by 30% on the basis of 2021, which will make the already high cost of new energy refrigerated vehicles once again prohibitive.
Development opportunities in the new energy refrigerated truck market
With the improvement of living consumption level, consumers' food safety awareness is also constantly improving, the market has put forward higher requirements for logistics and distribution, and the normalization of the prevention and control of the new crown pneumonia epidemic has further stimulated the development of the cold chain logistics market.
In fact, in recent years, in the field of cold chain, the state has continuously introduced supportive policies, which has promoted the sustained growth of the entire market from the national level. The policy mainly focuses on the construction of cold chain logistics facilities and the promotion of the circulation of agricultural products, creating a good environment for the development of domestic cold chain logistics.
The "14th Five-Year Plan" cold chain logistics plan issued in November 2021 focuses on the "first kilometer" of the place of origin and the "last kilometer" of the city, increases the construction of "last kilometer" facilities such as urban cold chain pre-warehouses, makes up for the shortcomings of cold chain logistics facilities at both ends, and makes all-round and systematic deployment of the construction of a modern cold chain logistics system from the strategic level of building a new development pattern, and proposes a series of pragmatic, operable and landable specific measures, which is of great significance.
In view of the new energy field, the "Planning" proposes to accelerate the improvement of the layout of charging facilities for new energy refrigerated trucks and expand the coverage of urban cold chain networks; accelerate the research and development and manufacturing of light and micro new energy refrigerated vehicles and refrigerated boxes; accelerate the elimination of high-emission refrigerated vehicles, adapt to the needs of urban green distribution development, encourage new or updated refrigerated vehicles to use new energy models, and further promote the development of new energy refrigerated vehicles.
Driven by policies, many car companies have also begun to enter the game. Geely Commercial Vehicle is one of the typical representative enterprises. It is understood that at present, Geely Commercial Vehicle has launched models including remote Star Wisdom Extender Refrigerated Truck, Remote E6 Refrigerated Vehicle, Remote E200 Pure Electric Refrigerated Vehicle and Remote E200s Pure Electric Refrigerated Truck.
summary:
With the increase in demand, the continuous improvement of the business environment, and the background of policy guidance planning and financial support, the scale of the mainland cold chain logistics market will continue to increase rapidly. The trillion-dollar cold chain market has brought great development opportunities to cold chain logistics and transportation, especially new energy refrigerated trucks.
The introduction of the "14th Five-Year Plan" Cold Chain Logistics Plan undoubtedly accelerates the promotion of mainland cold chain logistics to a stage of high-quality development. At present, although there are some shortcomings in new energy refrigerated vehicles, this is also the space for the future development of new energy refrigerated vehicles. Spring River Plumbing Duck Prophet. The cold chain logistics track has been paved, Geely Commercial Vehicles and other car companies have taken the lead, are you ready?