In 2021, the mainland new energy heavy-duty truck market exceeded 10,000 units for the first time. On March 12, 2022, another field closely related to new energy heavy trucks ushered in the "breaking 10,000" moment.
In the morning of the same day, Telbago Power held a ceremony in Shanghai for the new energy heavy truck powertrain (drive system) to roll off the production line, and the new energy heavy truck powertrain industry ushered in the first "10,000 units" level brand. Why is this milestone event in the new energy heavy-duty truck powertrain industry and even the new energy heavy-duty truck industry "written" by Tebaijia? What's Next Goal for Tupperka? With these questions in mind, First Commercial Vehicle Network interviewed Huang Gaocheng, general manager of Tripaky Power.
The first "Ten Thousand Units" is not the best of the best, and the next "Ten Thousand Units" will be faster
In fact, in recent years, the new energy heavy truck industry has developed rapidly, and people who pay attention to this new "track" know that one of the head suppliers behind this industry is Tripaky. In recent years, the powertrain matching rate of Tebaijia Power in the pure electric heavy-duty truck, especially the pure electric tractor market, has been maintained at more than 60%, and even reached 75% at the highest time; in 2021, two of the top three products sold by the new energy heavy-duty truck powertrain are from Tebaijia, and the total share of the two products is close to 20%; this year, the "explosive" products of Tebaijia are still hot, and the total share of 1-2 months exceeds 40%... What does this set of numbers illustrate? It shows that the first "10,000 units" of the new energy heavy-duty truck power drive system was created by Tebaijia, and it can even be said that it can only be completed by Tebaijia.
When asked why the industry's first "10,000 units" was created by Tripaky, Huang Gaocheng modestly said that there were two main reasons. "The first is the external macro factors, the country's 'double carbon' strategic goal has been on the string, coupled with the pressure of environmental protection, these factors have promoted the transformation of the commercial vehicle industry to new energy." Huang Gaocheng first talked about macro factors, which is also the external environment in the process of the growth and expansion of Tripaky Power in recent years. Obviously, Tebaijia has a good grasp of this "situation". "On the other hand, as far as our own factors are concerned, first of all, the layout of Tebaijia is early, the products have been polished and verified for a long time, and they are favored by users with their high stability and high reliability; secondly, we have a certain degree of leadership in technology, including AMT control technology; the third is that we have built a mature ecosystem, and the supply chain guarantee ability is relatively strong; the fourth is to have a perfect service network to provide users with timely and efficient support."
Huang Gaocheng, General Manager of Mega Power
According to Huang Gaocheng, the orders of Tebaijia Power in the first quarter of this year exceeded 8,000 units. 8000 units, what is this concept? This is equivalent to twice the sales volume of Thepacy in one quarter. "According to the current scheduling plan, nearly 3,000 sets will be produced a month, and the next '10,000 units' should be realized faster." Huang Gaocheng looked forward to it, at this speed, the second "Ten Thousand Units" of Tebaijia Power will come off the production line and come faster.
The demand is so large, can the production capacity of Temperka keep up?
Supply chain support has been laid out in advance This year's target is 20,000 for 30,000 units
30,000-50,000 units! Huang Gaocheng has predicted the sales volume of the new energy heavy truck market in 2022 on more than one occasion, and can be said to be very optimistic about the prospects of this industry. At the same time, in recent years, Huang Gaocheng and Tupperka have been "optimistic" about this industry with actions.
At the beginning of this year, TEBK Power increased its capital by 150 million yuan in Jinshan District, Shanghai, added 8985 square meters of plant to expand the scale of production, and will build a production project of key components (automatic transmissions and intelligent electronic control accessories) of new energy drive systems with an annual production capacity of 30,000 sets. In addition to the advance layout of its own hardware, Tripaky's consideration of the entire supply chain is also a precautionary plan. "First of all, the chip problem, we have reserved enough chips for this year through different channels; secondly, the supply of some key functional device modules, we have reached a consensus with a number of first-line brands to ensure supply, from the supply situation in these months, the effect is very good; again, we have made some expansion of the supply chain cooperation, including gears, shafts, etc. Have one supply, two supply and even three supply to ensure our demand." Huang Gaocheng told reporters.
The 10,000th new energy heavy-duty truck drive system of TEPKA
"Including gearboxes, motors, electronic controls and powertrains, TEP currently has a supply guarantee capacity of 50,000 units per year." In terms of production capacity layout, TEBK has been fully fired, how much of its own cake can be shared in the new energy heavy-duty truck market with a scale of "30,000-50,000 units" this year? "Our sales target for this year is to maintain 20,000 units and strive for 30,000 units."
Is this goal high? Not very high. For Tripaky Power, which has more than 8,000 sets of orders in the first quarter, whether it is 20,000 units or 30,000 units, it looks very realistic and is also a key step to achieve its "14th Five-Year Plan" goal.
Huge market space At the end of the "Fourteenth Five-Year Plan", 100,000 units will be produced and sold
In the interview, Huang Gaocheng expressed his optimism about the prospects of the new energy heavy truck market several times. "China's heavy-duty truck market has a sales scale of more than 1 million vehicles a year, according to the proportion of 30% for short-to-reverse transportation (Note: the commercial operation of heavy trucks for short-to-reverse transportation has basically matured), the development space of new energy heavy-duty trucks is huge, and how to expand the new energy market has now become the top priority of various OEMs." Huang Gaocheng also told reporters that almost all mainstream heavy-duty truck OEMs have reached a stable supporting relationship with Tebaijia Power, and from January to February this year, Hanma Technology, Beiben Heavy Duty Truck and SAIC Hongyan and other OEMs sold new energy heavy trucks and even 100% chose The baekka powertrain.
The 354th batch of new vehicle declarations of the Ministry of Industry and Information Technology is a Beiben pure electric tractor, equipped with a Tripaky group powertrain
"At the end of the '14th Five-Year Plan', TEPKA will achieve the goal of annual production and sales of 100,000 electric heavy-duty trucks and construction machinery powertrains." Huang Gaocheng elaborated. If this goal is spoken out in 2020, which has not yet entered the "Fourteenth Five-Year Plan" stage, many people may feel that it is whimsical, but after experiencing the blowout of the new energy heavy-duty truck market in the first year of the "Fourteenth Five-Year Plan", this goal is obviously realistic. In other words, the market environment is enough to support the goal of Tripaky, and how does Tripaky achieve it?
"There are three main aspects to the realization path, one is to seize the market demand and consolidate our existing advantageous position; second, we must continue to iterate and upgrade in product research and development, including energy consumption, lightweight and even the cost performance of the assembly, which need to be continuously iterated; the third is the rational layout of operation and service assurance." Huang Gaocheng analyzed. Combined with the three core competitivenesses (focus, professionalism and talents) of Tebaijia he summarized, the process of achieving the "14th Five-Year Plan" goal of Tebaijia Power seems to be described as "time, place, people".
Conclusion
Nowadays, the first "10,000 units" of the new energy heavy-duty truck powertrain has been achieved, and the second "10,000 units" is on the way. It can be said that whether it is the goal of "guaranteeing 20,000 units and fighting for 30,000 units" this year, or the goal of producing and selling 100,000 units at the end of the "14th Five-Year Plan", for Tebaijia, it may be a matter of course.