Foreword: In February, the bus market is now easing, 354 batches of new products and 35 models continue to pick up, Dongfeng Xianglu New Tianyi, Ankai E6 intelligent bus / G7 light bus / N8 passenger, Golden Dragon system, Chery Wanda light bus to push new products, the choice of two brothers in the northeast 10.99 meters, Axingba OEM tour, hydrogen energy brand on the new ...
In the first two months, the cumulative sales volume fell by more than 10%, and the new products in the bus industry slowly climbed
In February 2022, the bus industry sold 23,000 units, down -3.6% year-on-year. Since last year's Spring Festival holiday was also in February, the passenger car industry that needs to bear the transportation guarantee during the "Spring Festival" has little impact, and the decline is only single digits. However, from January to February, the overall sales of the bus industry were 54,000 units, down -10.9% year-on-year, and the negative growth was still more than 10%. thereinto:
The traditional large and medium-sized buses were 0.91 million units, a slight increase of 1.1% year-on-year, which is still a "warm winter" for the bus industry due to a sharp decline in passenger flow and a continuous decline in sales, and it is more likely to be "early spring".
Light bus sales of 45,100 units, down -13.3% year-on-year, since September last year has been in a downward trend of "eating the old" for half a year, fortunately, the recent decline has narrowed and is expected to bottom out.
The Ministry of Industry and Information Technology announced the 354th batch of new products, and the M class bus industry declared a total of 35 new products, maintaining a slow upward momentum as a whole, and has come out of the "black iron era" of the beginning of the year. From the perspective of the structure of various categories: new bus products have once again become the first players in the whole industry to break through, and have almost become the only category to save the traditional bus industry. The new seat products are in a downturn, the current batch is reduced by two, and there is a trend of new products continuing to be public. At present, the traditional passenger transport industry seems to have tasted the sweetness of "public transport transformation": conditional lines have transformed the shuttle number plate into a bus number or text line, using the public welfare attributes of public transportation to reduce ticket payments, rolling departures to attract and gather passenger sources, and can enjoy bus subsidies, allow body/in-car advertising and other "burden reduction" means - actively integrate into the integration of road traffic passenger buses, or will be an effective means to solve the dilemma of "franchising" for many years. New products such as buses, school buses and light buses are all looking up, and the whole is greeting the arrival of spring.
The characteristics of the basic new products of this batch of M class buses are as follows:
New energy power accounted for 85.7%, maintaining the recent high water level, including 25 BEVs and 5 FCVs. The traditional power includes two new school buses and light buses, and another 8.9-meter passenger is described in detail later.
The two categories of "bus + seat" account for a total of 80%, and the traditional bus industry has begun to show a momentum of recovery. Among them: 21 new bus products adjusted back to the pattern of "large and medium-sized balance of power, light to supplement", the development momentum is healthier; 7 new seats show a strong "de-neutralization", large-scale passengerization and public transportation has an unstoppable trend.
The three new products of China and Pakistan are intelligent buses; the two new school buses are declared by Boneng Shangrao SR, including one special school bus for primary and secondary school students and primary school students in the SR6998DA series, after Boneng New Energy BSR is listed as a parallel vehicle enterprise, traditional fuel products such as school buses, seats, and special buses have also become the new development direction of Shangrao Bus SR.
This batch of resumption of the declaration of two new light passenger products, both of which are the PROUD series of NANQI, including the short-shaft NJ6486ACM-3 multi-purpose passenger car and the mid-axle NJ6556AC bus. The wheelbase of the two vehicles is 2.8 meters and 3.31 meters, the former is a low-top/medium-top 9-seater, the latter is a medium-top 14-seater, equipped with a South Vico 2.5L, 122 hp or 2.8L, 129 hp diesel engine, because the latter is not used as a road, tourist bus, so the maximum speed is only a set of 120km/h.
Dongfeng Xianglu New Sky Wing Bus came out, and Ankai's new generation of E6 intelligent bus
Since Mercedes-Benz launched eCitaro a few years ago, the domestic bus industry has been beaten into the corner window structure of the cold palace in the era of wind and regaining fuel, such as Yutong Yuwei above 10 meters, Dajinlong Smart City Light, and even Geely's remote interstellar 6-meter C6E, which can really be described as "feng shui rotation".
The Dongfeng Xiangyang Wagon (commonly known as Dongfeng Xianglu, the main Dongfeng Lotus/Tianyi series, non-catalog enterprise, and the famous three-class chassis supplier of the bus industry) under the DFAC of Dongfeng Co., Ltd. declared the DFA6110CBEV pure electric low-floor city bus. The car has a total length of 10.56 meters, in accordance with the 11-meter way to declare the announcement, that is, the common "rounding method", the maximum passenger capacity of 92 people, 33 seats, and the industry average of 10.5 meters is at the same level, the front suspension of 2.35 meters is also similar to the conventional bus (such as the flat head of the Yutong Yuguang series), it can be seen that the slightly lengthened body is reserved for spacious space. The car has a wheelbase of 5.8 meters, full air suspension, equipped with Zhongxin Airlines or Hubei Yiwei lithium energy LFP power battery, Andi Electric or Weifang Petra (Ocean player, non-TM4) 240kW drive system. The car adopts the popular black, blue and gray livery, gradient graphics, front corner windows, top cover fence, front and rear convex decorative forehead and other elements, which is a new product that is closer to the "new energy aesthetic".
Ankai Bus declared the latest generation of intelligent CMB E6 series HFF600E6EV21 pure electric low-entry city bus, equipped with Ningde era LFP power battery, Ankai self-use 100kW drive system, reshaping the modeling elements, closer to the square "bus-like" style, using a new square lamp + strip lamp combination scheme. The car has a total length of 5.99 meters, a width of 2.07 meters, a wheelbase of 4.22 meters, and the industry's popular "small and exquisite" parameters are consistent, there are single and double middle door two schemes, front and rear 3 leaf spring suspension, single tire drive, the maximum 19 people, 14/15 seats, front and rear suspension are 885mm, approach angle / departure angle are 20 degrees, to achieve "zero suspension passenger platform", which is also The first time Ankai has entered the field of B-ticket intelligent bus.
Golden Dragon Series, Ankai and Chery Wanda, new light buses under 7 meters have been released
GB/T 3730.1 "Terms and Definitions of Automobiles, Trailers and Automobile Trains Part 1 Types" After the release of the draft for comments, the author timely adjusted the statistical caliber of "light buses" to less than 7000mmm, and the recent similar new products have also shown a booming trend, and each company is innovating.
The Golden Dragon Series Higer Bus declared the KLQ6675GAEVN3W pure electric city bus in this batch, which is also the latest generation of microcirculation buses after the Golden Dragon Microba (two shapes) and the Hagrid BH series (relatively rare) (not counting the Qingyuan series of intelligent buses, the structure is essentially different). The car adopts a new shape, the front and rear small round lights and the front and rear through the bottom skirt shape is a significant feature, the special-shaped wheel eyebrows, hatches and passenger doors constitute a complete side contour. The car has a total length of 6.75 meters, a width of 2.34 meters and a wheelbase of 3.45 meters, which belongs to the product of "smaller than the 8-meter medium-sized bus", which is in line with the positioning of light microcirculation buses. The car GVW = 9.5 tons, maintenance mass 6.1/6.4 tons, optional air suspension or front 3 rear 4 leaf spring suspension, optional right single door + left emergency door structure, rated passengers 24-28 people, no standing area (W in the model suffix is the meaning), equipped with Ningde era LFP power battery, Suzhou Jinlong self-use 160kW drive system.
Ankai Bus declared the HFF6709G7EV21 pure electric city bus code G770 in this batch, with a total length of 6990mm and a width of 2250mm to maintain the consistency of the platform product parameters, with a wheelbase of 3.6 meters, GVW = 11 tons, a curb weight of 5.9/6.1/6.4/6.65 tons, full air suspension, rated for 24 passengers, optional side swing doors or folding doors, equipped with Ningde era LFP power battery, bottom + overhead combination, Ankai's own 160kW drive system. The car is also the first new energy product of the Ankai G7 series, before the G760, G766 and G773 are all national VI diesel power, using the flat head of the bus structure of the middle rear door arrangement, so the new product is also equivalent to the extension of the front suspension and the front door modification attempt (1020mm1790mm).
Chery Wanda declared WD6666BEVG07 pure electric city bus, with a total length of 6640mm and a width of 2300mm, which is also a lightweight work of the model after being applied to large buses of more than 10 meters, with a wheelbase of 3.2 meters, full air suspension, optional front and rear or front and middle door opening layout, GVW = 10.2 tons, curb weight 5.4/5.5/5.7/6 tons, maximum passenger capacity of 48 people, 23 seats, equipped with Ningde era LFP power battery, Golden Dragon New Energy 160kW drive system. At present, Chery Wanda's medium and light buses are trying to similar to the layout scheme of the front and rear flat floors and front and rear doors of the traditional front-facing buses, and strive to achieve low-cost large capacity through simple layout changes.
10.5 meters / 8 meters / 5.9 meters three arrows at the same time, Can Ankai N8 Zhongke continue to write brilliant?
From the perspective of the length of the new product segment:
The representative models of this batch of large, medium and light buses are 10.5 meters, 8 meters and 5.9 meters, and the overall position is in the leading position, and the auxiliary 8.5 meters and 10.99 meters also have a good play.
The new bus products cover eight subdivision lengths of 5.9-12m, in addition to the new products introduced in this article, there are mainly SAIC Shenwo 8 series 8/8.5 meters, Kaiwo 10.5 meters FCV and so on.
The new seating products are concentrated in the three subdivisions of 8 meters, 8.9 meters and 10.99 meters, and the guests are mainly two Geely long-range interstellar U8 series and the above-mentioned Ankai N8 series, and the four models of the big guest are 10.99 meters.
This batch has new products added by light passengers, and the length of the product line is down to 4.7 meters and 5.5 meters.
Ankai Bus declared the first product of the N8 series HFF6900N8D6Y bus, code N890, operating version. The car is an 8.9-meter product in the traditional fuel oil, with a maximum passenger capacity of 24-40 seats, and should belong to the four types of cars according to the toll road standard. It can be understood that the car uses the body of the traditional three-type car to achieve the minimum number of passengers of the four-type car, which is also a continuation of the product that repeatedly jumped between 8995-9005mm in the early years (the era of no brake requirements), but the actual sales as long as it does not exceed 40 seats, so 39, 38 seats, etc. are still optional parameters. The actual length of the car is 8.99 meters, the width is 2.53 meters, the wheelbase is 4.3 meters, the GVW = 12.9 tons, the curb weight is 9.5/9.3 tons, the front and rear air suspension or two sets of leaf spring suspension, the optional water dispenser in the car and other configurations, equipped with Weichai 7.47L, 270 horsepower diesel engine, the maximum speed of 100 km / h. Ankai N8 series uses strips of front and rear headlights, chrome front and middle panels nested with black repetitive elements, side wall along the bottom of the window line pasted chrome decorative strips, at the first side window with the word AK, at the last side window turned downward, and the back of the extension of the curve docking, forming a pseudo-Setra style (waist line does not need to be straight), these are the more "fashionable" elements of the seat bus.
The new products of the two brothers in the northeast "invariably" chose the subdivision length of 10.99 meters, which is not only a coincidence, but also reflects the importance of the subdivision length.
Dandong Huanghai declared the DD6119BEV1 pure electric city bus, which should be a customized model of a recent bidding order. The car is an extended version of the DD6115BEV series, although it is a new shape, it is difficult to say the atmosphere of the times, the wheelbase is 5.55 meters, the GVW = 18 tons, the curb weight is 11.5/12.1 tons, the optional air suspension or the front 8 rear 13 leaf spring suspension, the maximum passenger capacity is 52 seats, belongs to the city bus without a standing area. The car matches its own 240kW drive system, the maximum speed is 100km/h, equipped with a 255.4/229-degree LFP power battery of the Cataline era, which is a typical embodiment of its "maximum configuration parameters within the scope of the national standard" (saving the announcement declaration fee). As a powerful team that has been in the limelight, in recent years, the twists and turns of the Yellow Sea Bus have only maintained the principle of "non-customization and no development" of new products, and are increasingly far away from the mainstream of the industry, which can be seen only from its limited new product declarations.
FAW Jiefang, once the most important bus chassis supplier in northeast China, is gradually becoming less and less vocal. This batch of three new products has been declared at one time, including CA6110URBEV21 pure electric city bus and CA6110P/LRBEV21 pure electric bus, which still uses the historical "J6 truck face". The series has a wheelbase of 5.5 meters, GVW = 18 tons, a curb weight of 11.9/12.3 tons, 4 air suspensions in front of and 2 rear, a maximum passenger capacity of 48 seats, equipped with an LFP power battery in the Ningde era, a 240kW drive system for self-use, and a maximum speed of 90/100km/h (speed ratio of 5.63/4.88). After the significant integration of resources, only the Changchun headquarters of FAW Group and the joint venture Sichuan FAW Toyota retain the qualification for bus production. In order to maintain a full range of commercial vehicle products, FAW Jiefang will obviously not give up the bus business lightly, but its whereabouts are still full of unknowns.
Two new products with Astar Papa New/Old models have appeared in this batch.
Wuke Huazhong used the new X9 bus series model of Axingba to declare the WH6103GBEV pure electric low-floor city bus. The car adopts Yaxing JS6108GHDBEV3 three-class chassis, with a total length of 10.5 meters, wheelbase of 5.8 meters, GVW = 18 tons, maintenance mass of 10.9/11.4 tons, full air suspension, rated to carry 90 passengers, 36 seats, equipped with Ningde era LFP power battery, Wuke self-use 260kW drive system. After belonging to Guochuang Hi-Tech, Wuke Huazhong has launched a comprehensive OEM with Dajinlong, and the cooperation with Yaxing in this batch also shows that there is far more than one partner.
Nanjing Jiankang Automobile, jointly controlled by Jiangsu Nanshi, Nanjing Hehe and Anhui Guoxuan (through the channel of Jiangsu Jiankang Automobile-Nanjing Chuangyao Automobile), has declared the NJC6127GBEV pure electric low-entry city bus in this batch. The car adopts the old model of Yaxingba, Yaxing JS6128GHDBEV1 three types of chassis, with a total length of 12 meters, wheelbase of 6150mm, GVW = 18 tons, 11.5/12.1 tons of curb weight, full air suspension, the maximum rated passenger capacity of 90 people, 45 seats, equipped with Hefei Guoxuan LFP power battery, Dana Beijing 200kW drive system (orthodox TM4).
In addition, Nanjing Jinlong, a subsidiary of Kaiwo, declared two new FCV products of the NJL6106FCEVD series, which use THE CHUANGZHI fuel cell + Nanjing Chuangyuan Tiandi LFP power battery and the Dongfang Electric Hebei fuel cell + Ningde era LFP power battery; Haige Bus declared the Azure series KLQ6106GAFCEV8, using Jiangsu Jichong fuel cell + Ningde era LFP power battery. The above three sets of energy storage schemes are also the first time in the industry, and should be highly customized models for hydrogen energy suppliers. (End)
Photo: C3