In January this year, the mainland new energy heavy-duty truck market continued the good performance of the previous months, with terminal sales of more than 2,000 vehicles, a year-on-year surge of 13 times, with a "dream start" to ignite 2022.
In February, how will the excitement of the new energy heavy truck market continue? Are there any new changes in this highly anticipated segment? Take a look at the analytical reports brought by the first commercial vehicle network.
Actual sales of 940 units in February decreased month-on-month, and the year-on-year increase continued to increase significantly
According to the latest data mastered by the first commercial vehicle network, in February 2022, the domestic new energy heavy-duty truck market sold a total of 940 vehicles (the sales caliber of the compulsory insurance terminal, excluding exports and military vehicles, the same below), which was a large decline compared with January, but still increased by 732% year-on-year. After the new energy heavy-duty truck market entered the "thousand-vehicle class" in September 2021, the monthly sales have remained above this level, as of January 2022, the new energy heavy-duty truck market has sold more than 1,000 vehicles for 5 consecutive months, and it is regrettable that this level could not be maintained in February. In fact, the new energy heavy truck market still has a large number of orders waiting to be delivered on the card, and the large decline in terminal sales in February is largely due to the impact of the Spring Festival holiday, and this seasonal decline will not affect the confidence of the market and the pace of progress.
As can be seen in the above figure, in the past four years, the new energy heavy-duty truck market has experienced a seasonal month-on-month decline in February. More obvious than this seasonal "decline" is that the red cylinder representing 2022 stands out from the sales performance of the same period in previous years, whether it is January or February. As can be seen in the above figure, since 2021, the new energy heavy-duty truck market has always shown a continuous development trend, although the sales volume in February has declined month-on-month, but the trend of "good" in the new energy heavy-duty truck market continues.
In 2022, the terminal demand of the fuel and gas heavy truck market continued to be weak, and the terminal sales in the first two months were only more than 30,000 vehicles, and the proportion of new energy heavy trucks in the terminal sales of heavy trucks reached 7.5% in January, and the figure narrowed to 3% in February. But even 3%, a figure that would have been unimaginable a year ago, is self-evident in a million-vehicle market with an annual market size.
From January to February 2022, hebei, Henan, Shanxi, Hunan, Inner Mongolia, Shanghai and Sichuan and other 7 provinces (cities, districts) more than 100 new energy heavy trucks on the plate; Tangshan, Shijiazhuang, Zhengzhou, Qinhuangdao, Changsha, Shanghai and other cities of new energy heavy trucks more than 100, of which Tangshan and Shijiazhuang in the first two months of this year the number of new energy heavy trucks reached 976 and 461 respectively, is the current sales of new energy heavy trucks in the city. Among the top ten cities in terms of new energy heavy trucks, Hebei Province accounts for 4.
Pure electric accounted for nearly 99% Hydrogen fuel heavy trucks are still not powerful
From the perspective of fuel types, the technical route of new energy heavy trucks in the first two months of this year is still dominated by pure electric, and only 35 fuel cell models and hybrid models were sold in Total from January to February. The figure below shows that from January to February this year, the proportion of pure electric vehicles in new energy heavy trucks reached 98.91%, an increase of 1.47 percentage points compared with 97.45% in the same period of the previous year; hydrogen fuel cell heavy trucks and hybrid heavy trucks accounted for 0.93% and 0.16% respectively.
In 2021, the proportion of fuel cell models increased significantly, accounting for 7.46% of the whole year. In the first two months of this year, fuel cell models have not yet begun to exert force, and only 30 vehicles have been sold in two months, but the performance in the first two months of the year does not explain anything. Under the national "double carbon" strategy, the demonstration application of hydrogen fuel cell vehicles has gradually expanded, and more and more heavy-duty truck brands have entered this segment. From January to February this year, the sales in the segment of hydrogen fuel cell heavy trucks are Foshan Feichi, Sany, Xiamen Jinlong, Nanjing Jinlong and Zhilan Automobile, which have been listed in Beijing, Shanghai, Guangzhou, Baoding, Foshan and other places.
Hanma Technology regained the first place in the monthly list 5 companies sold more than 100 vehicles per month
In February this year, the monthly sales champion of the new energy heavy-duty truck market changed hands again, and Hanma Technology won the first place in the monthly sales list of the new energy heavy-duty truck market with the advantage of 219 vehicles and 87 vehicles exceeding the second place - after 7 months, Hanma Technology won the first place in the monthly list of new energy heavy-duty trucks. In February, 5 companies in the new energy heavy truck market sold more than 100, which was less than 8 in January.
In addition to Hanma Technology, in February this year, there are 4 companies in the domestic new energy heavy-duty truck market sales exceeded 100 vehicles, you know, in the first two months of 2021, the new energy heavy-duty truck market has no enterprise sales of more than 100 vehicles. In February this year, XCMG Heavy Truck, Zhilan Automobile, Dongfeng Company and Sany Group sold 132, 124, 115 and 106 vehicles respectively, and the gap between neighboring enterprises was very small. In the whole year of 2021, there are a total of 13 "players" with sales of 100 vehicles and more in the new energy heavy truck market, and after February this year, the number of "players" with more than 100 vehicles has reached 9, and it is foreseeable that the record in 2021 will soon be broken.
Sales table of new energy heavy-duty truck enterprises in January-February 2022 (unit: unit)
(Note: The above table is the sales volume of new energy heavy truck chassis manufacturers, and the sales volume of modified manufacturers is not listed separately)
From the perspective of growth, the cumulative sales of the top three XCMG, Yutong and Hanma Technology in January and February this year increased by 1402%, 1830% and 1636% respectively year-on-year, all outperforming the "big market" of the new energy heavy-duty truck market; the growth rate of Sany and Jiefang in the first two months of this year was also very amazing, and Zhilan Automobile, SAIC Hongyan and other enterprises had no sales in the first two months of last year, and the sales of new energy heavy-duty trucks in the first two months of this year were net growth.
From the perspective of market share, from January to February this year, XCMG Heavy Truck ranked first in the industry with a cumulative sales volume of 616 vehicles, with a cumulative share of 19.11%, an increase of 4.15 percentage points over the same period last year; Yutong Group's cumulative share in the first two months of this year was 16.17%, an increase of 6.31 percentage points over the same period last year; Hanma Technology followed closely behind, scoring 15.08% of the new energy heavy truck market in the first two months, and is another enterprise with a cumulative share of more than 10%. Ranked 4-9, Zhilan Automobile, Sany Group, Beiben Heavy Duty Truck, Dongfeng Company, SAIC Hongyan and FAW Jiefang in the first two months of this year had a share of 9.28%, 8.04%, 7.66%, 6.39%, 5.46% and 5.37% respectively.
From January to February 2022, the overall market of new energy heavy trucks achieved an increase of 1076%, and the share of some enterprises increased significantly, while the share of some enterprises declined significantly. The first commercial vehicle network analysis believes that the emergence of this situation, on the one hand, is increasingly fierce competition, and the continuous great changes in the sales structure of new energy heavy truck products are also a major factor affecting the industry pattern.
In 2021, the market share of new energy tractors continued to rise month by month, with a total proportion of 52.91%; in the first month of 2022, the proportion of new energy tractors in new energy heavy trucks exceeded 50%, reaching 51.6%, and after February, this proportion further expanded, reaching 57.15%, while the proportion of new energy tractors in the new energy heavy truck market in the same period last year was only more than 20%; on the other hand, the proportion of new energy heavy-duty special vehicles above 12T in February was only 13.87%, In the same period last year, it was as high as 56.93%, a decrease of 43 percentage points.
The main reason for this situation is that in the context of the national "double carbon", the commercial operation of tractors in fixed line scenarios such as mines, steel mills, power plants, and ports in the mode of power exchange is becoming more and more mature, and the scope of implementation is becoming more and more extensive. In 2021 and 2022, most of the leading companies in new energy tractors have achieved double "growth" in market share and industry ranking.
Tractor sales of 664 units soared 30 times Hanma/XCMG/Zhilan competed for the top three
In January this year, the most eye-catching new energy heavy truck market is the tractor, and in February, the new energy tractor continued to hand over a bright "report card". The year-on-year growth rate of this segment in February was as high as 3062%, continuing to significantly outperform the "big market" of the new energy heavy truck market, which is the key to the "high fever and no retreat" of the new energy heavy truck market. According to the data mastered by the first commercial vehicle network, in February this year, a total of 664 new energy tractors were licensed nationwide, accounting for 70.64% of the entire new energy heavy truck market. In February, Hanma Technology won the new energy tractor terminal sales champion, its number of license plates was 194, Zhilan Automobile and XCMG heavy trucks sold 124 and 121 vehicles respectively, the gap was only 3, the competition is very fierce, the above is also the new energy tractor market sales of more than 100 TOP3 brands in February. In addition, the sales volume of Dongfeng new energy tractors shown in the figure below includes a part of the Pure Electric Tractor of Boraton, which is a "new force" in the new energy heavy truck market in recent years, with a rapid upward momentum.
In 2021, the number of tractor brands with more than 100 vehicles in the whole year reached 12; in the first month of 2022, this number reached 5, and after February, this number has risen to 7, and it is foreseeable that in 2022, the new energy tractor more than 100 club members will soon exceed the scale in 2021.
Sales table of new energy tractor companies in January-February 2022 (unit: unit)
From the perspective of growth, the participating enterprises in the new energy tractor market in the first two months of this year have achieved substantial growth, due to the small base of the same period last year, each enterprise is more than 100, thousands of growth rates in growth. It is worth mentioning that the number of "participants" in new energy tractors has also shown a substantial increase: in the first two months of 2021, the new energy tractor market has only 6 "players" such as Hanma Technology, Dongfeng, Beiben, Nanjing Jinlong, BYD and XCMG; in the first month of 2022, there were 14 "players" in the new energy tractor market, which rose to 17 after February. From the growth trend of the number of participating enterprises, it is not difficult to see that the industry is optimistic about the future prospects of this segment, and the addition of strength "players" such as Zhilan Automobile and SAIC Hongyan has also made the competition in the field of new energy tractors more intense this year, and the championship battle is becoming more and more suspenseful.
From the perspective of market share, from January to February this year, Hanma Technology temporarily ranked first in the new energy tractor industry with a cumulative sales volume of 377 vehicles, with a cumulative share of 20.47%, and was the only enterprise with a share of more than 20%; XCMG, Zhilan and Beiben Heavy Duty Truck ranked 2-4 in the new energy tractor market, and the cumulative share in January-February this year was 15.96%, 15.15% and 13.19%, respectively, which was the other three enterprises with a cumulative share of more than 10%; SAIC Hongyan, Sany and FAW Jiefang, three enterprises with cumulative sales exceeding 100, received 8.52%, 6.51% and 5.86% of the new energy tractor market in January and February this year, respectively, and the gap between neighboring companies has not been widened.
In the first two months of 2022, the new energy heavy truck market and the new energy tractor market can be said to continue the good performance of the last few months of the previous year, although the sales volume in February has declined month-on-month, but the performance of the new energy heavy truck market in the first two months has exceeded 3200 vehicles, so that the annual market size exceeded 20,000 "dreams" do not look like a dream. In just two months in 2022, the big and small "players" in the heavy truck industry have almost all won in the new arena of new energy heavy trucks, and this qualifying game that you chase after me is getting more and more exciting!