Tramway news: According to the statistics of Shanghai Insurance, the sales of domestic new energy buses in February 2022 were 922, down 69% from January sales and 54% compared with February last year. Sales in February this year were also the worst monthly sales performance in recent years.
Overall, a total of 3867 new energy buses were sold in the first two months of this year, compared with 5222 in the same period last year, and the performance of the new energy bus market in the first two months of the year was not as good as last year.
Terminal sales is the vehicle delivered to the customer's hands and completed the number of plates, for bus companies, Most of the sales in February come from orders around December last year, and this period is just about to change the amount of subsidies, this year's delivery of vehicles compared to last year less than 2-3 million yuan subsidy amount, this part of the reduction of subsidy amount needs to be borne by the bus company, in such a pass the bus company naturally reduced or postponed the bus procurement plan.
From another point of view, the current new energy bus market has become saturated, and the year-on-year decline in new energy bus sales for three consecutive years is the best example. However, the new energy bus market is still not small, the Ministry of Transport data show that by the end of 2020, the national bus operating lines reached 71,000, and in the past few years are growing at a rate of 7%, bus ownership is also more than 700,000. At present, 98% of the new buses are new energy, although the major cities have completed the electrification of the bus, but the life of a bus is about 8 years, the sales peak of new energy buses around 2015, this batch of cars will be decommissioned in the past one or two years, and the replacement of these vehicles will bring a huge market for new energy buses. The proportion of new energy vehicles for road passenger transport and non-business use is also increasing, and it is expected to become another important application field for electrified models after public transportation in the future.
From the perspective of corporate sales in February this year, Yutong still ranked first, with sales of 214 units, a market share of 23.2%, a year-on-year decline of 63.2%, Yutong's sales in February mainly came from the delivery of 103 vehicles to Urumqi, which was also the region with the largest sales of new energy buses in the country. In February, Yutong Bus had sales data in 11 provinces, of which the provinces with more sales were Xinjiang, Jiangsu, Shaanxi and Hebei.
BYD sold 152 units, ranking second, with a market share of 16.5%, an increase of 230.4% year-on-year, BYD is the highest year-on-year growth in the new energy bus market in February, BYD's sales in the month mainly from Zhongshan, Shenzhen and Ningbo.
Hager sold 106 units, ranking third, with a market share of 11.5%, an increase of 30.9% year-on-year, and the main sales of Hager new energy buses in that month came from Chongqing, Jinhua, Tai'an and Guangzhou.
Futian sold 70 units, with a market share of 7.6%, an increase of 59.1% year-on-year; Ankai sold 69 units, with a market share of 7.5%, down 34.9% year-on-year; ZTO sold 59 units, with a market share of 6.4%, down 88.4% year-on-year.
In the first two months of last year, the total sales of the top five sales of Yutong, Zhongtong, CRRC, BYD and Ankai reached 3289 vehicles, while the total sales of these companies this year were only 511 vehicles, and only BYD's sales were positive year-on-year, and the sharp decline in sales of bus giants had a huge impact on the overall market.
In addition, from the perspective of the power type of new energy buses sold this month, 842 of them are pure electric vehicles, 80 are fuel cell vehicles, plug-in hybrid models, from the sales volume of more than a year, the market of plug-in hybrid buses has shown a shrinking trend, the proportion of sales is gradually decreasing, the proportion of fuel cell models has increased significantly, but the current fuel cell vehicle market is still limited to a few regions, and fuel cell vehicles only have sales in Beijing, Wuhan and Chengdu in February.
At the beginning of this year, the Ministry of Industry and Information Technology and other departments issued a document to promote the full electrification of public sector vehicles, for new energy buses, although the bus market has been saturated, but there are still opportunities in the field of road passenger transport, this year's sales proportion of new energy road passenger vehicles has increased for two consecutive months, in February, the sales volume of road passenger vehicles and non-operating vehicles accounted for 19%, becoming a force that cannot be ignored in the new energy bus market, and the sales of electrified vehicles in this field are expected to further increase in the future.