Since 2022, the domestic new energy heavy truck market has continued to be hot.
On the one hand, since the beginning of this year, a number of provinces and cities have issued local "14th Five-Year" ecological environmental protection plans, emphasizing the need to accelerate the structural adjustment of key areas such as industry, energy, and transportation, and broaden the market for new energy heavy trucks; on the other hand, according to the sales data of the traffic insurance terminals mastered by the first commercial vehicle network, from January to February this year, the sales of new energy heavy trucks reached 3233 vehicles, a year-on-year increase of nearly 11 times, and the growth momentum was strong.
Under the good market prospects, various enterprises have developed new energy heavy trucks as an important strategic business. So, what are the characteristics of the current market structure? What are the new actions of each enterprise in terms of product layout? From the recent announcement of the 354th batch of new car declarations issued by the Ministry of Industry and Information Technology, we may find some rules from it.
Highlight 1: The number of tractors and sanitation vehicles declared is large The replacement type is not "popular" in every field
In the 354th batch of publicity, a total of 84 new energy heavy trucks with a total weight of more than 12 tons were declared, an increase of 13 paragraphs compared with the 353rd batch of publicity. From the perspective of product categories, there are 25 tractors, 13 dump trucks, 10 trucks, 8 mixer trucks, 28 sanitation vehicles, and the number of tractors and sanitation vehicles is larger. It is worth mentioning that the number of new energy tractors declared has been higher than that of non-new energy tractors for 4 consecutive batches, and sales volume accounts for more than 50% in the field of new energy heavy trucks; the new energy tractor market has shown the phenomenon of "a hundred contending" under the scrambling layout of various enterprises, and many new forces have emerged.
Dongfeng Tianlong KL electric tractor
From the perspective of total quality, the total mass of new energy heavy trucks announced in this batch is divided into 12.495 tons, 18 tons, 25 tons, 31 tons and 32 tons, and the quantity is 3, 31, 23, 26 and 1 respectively. Among them, the models with a total mass of 12.495 tons are all new energy sanitation vehicles, 2 pure electric washing sweepers and 1 pure electric kitchen waste truck, equipped with Dongfeng Dollica and SAIC Yuejin chassis; models with a total mass of 18 tons, covering new energy tractors, trucks and sanitation vehicles, the number of models is 2, 6 and 23 in turn; models with a total mass of 25 tons, all new energy tractors, driving forms 6×4, counting the mass of quasi-trailers, its total weight can reach 49 tons; the total mass of 31 tons of models, Drive form 8×4, covering new energy dump trucks, trucks, mixer trucks and sanitation vehicles, a wide range of applications; the only new energy heavy truck with a total weight of 32 tons announced in this batch is a pure electric sanitation vehicle equipped with Dongfeng chassis. From this point of view, more than 96% of the total weight of new energy heavy trucks is 18 tons and above.
Red Rock switch tractor
From the perspective of energy type, among the 84 new energy heavy-duty trucks, pure electric is the most, with 71 models, accounting for 84.52%; 2 plug-in hybrids, accounting for 2.38%; fuel cell vehicles 11, accounting for 13.1%. Pure electric heavy trucks after several years of encouragement and support, relatively good development, products cover various fields; fuel cells as a form of hydrogen energy, the rise of the market, more than 10% of the proportion can be seen in its heat; hybrid models, has been developing tepid, the number of models is not much. At present, the number of hot power-changing models is 23, accounting for more than 30% of pure electric heavy trucks. It can be seen from the following table that the power exchange type is more popular in the field of tractors and dump trucks, but in the field of sanitation vehicles, none of the 23 pure electric vehicle models declared adopt the power exchange type. In addition, in the field of trucks, there are not many electric models, and only 1 model is declared on the list.
The 354th batch of public new energy heavy trucks are distributed by market segment and power type (unit: unit)
North Benz electric tractor
Highlight two: Yutong layout of new energy heavy trucks in all fields to seize the "double carbon" track
For Yutong, probably most people, the first thing that comes to mind is Yutong bus. In fact, in recent years, Yutong's label in the field of heavy trucks has become more and more obvious, creating a diversified product portfolio and seizing the "double carbon" track.
Yutong electric replacement dump truck, chassis and supersize the same batch of declaration
At the 354th batch of publicity, Xiaobian noted that Yutong declared 8 new energy heavy trucks, covering tractors, dump trucks, trucks, mixer trucks and sanitation vehicles, which can be said to be not "partial" at all. Among them, 2 new energy tractors, all pure electric vehicles, 1 is a replacement type; 2 new energy dump trucks, all of which are exchanged pure electric vehicle models, one is a chassis, one is the same batch of loaded vehicles; 2 new energy trucks, one is 4×2, one is 8×4, for the pure electric truck chassis; 1 new energy mixer truck, is a pure electric concrete mixer transport vehicle; new energy sanitation vehicle 1 is a pure electric van garbage truck, driving form 4×2. The first 7 Yutong new energy heavy trucks, the declaring enterprises are Zhengzhou Yutong Group Co., Ltd., and the last 1 new energy sanitation vehicle, the declaring enterprise is Zhengzhou Yutong Heavy Industry Co., Ltd., the cab used is also significantly different.
Yutong pure electric concrete mixer truck
From the perspective of energy form, Yutong New Energy Heavy Truck is all pure electric, and the tractor field has declared an electric replacement type. In fact, in addition to pure electric, in the field of fuel cell heavy trucks, Yutong also has a layout, in the 349th batch and the 352nd batch of publicity, Yutong declared 3 fuel cell semi-trailer tractors. In terms of market sales, according to the data of the traffic insurance terminal, Yutong achieved 521 new energy heavy truck sales in January and February this year, up 1830% year-on-year, ranking second in the industry.
Yutong electric tractor
Highlight three: Shaanxi Automobile / Dayun / XCMG / Sany and other layout of new energy dump trucks Dayun and Shaanxi Automobile the highest power is outstanding
In the field of new energy heavy trucks, the hottest is the tractor, followed by the dump truck. Among the 13 new energy dump trucks declared in this batch, all of them are pure electric, of which 9 are exchanged, and the replacement type accounts for nearly 70%. Yutong, Shaanxi Automobile, Dayun, XCMG, Sany these 5 enterprises each declared 2 models, are chassis and top of the vehicle in the same batch of declaration; the remaining three are from Dongfeng Commercial Vehicle, Inner Mongolia Yingfeng Automobile and Aerospace Chenguang Shares, are pure electric dump trucks.
Shaanxi Automobile Delong X5000 pure electric dump truck, chassis and top loader vehicle in the same batch of declaration
These 13 new energy dump trucks are all 4-axle vehicles with a total mass of 41 tons. The pure electric dump truck declared by Shaanxi Automobile adopts the X5000 cab, the electric replacement pure electric dump truck declared by XCMG adopts the Hanfeng G7 cab, the electric replacement dump truck declared by Sany adopts the Jiangshan cab, the electric replacement dump truck declared by Dayun adopts the N8V 3.0 series cab, the pure electric dump truck declared by Dongfeng Commercial Vehicle adopts the Tianlong KC cab, and the electric replacement pure electric dump truck garbage truck declared by Inner Mongolia Yingfeng Automobile adopts the joint truck U+ cab. The pure electric dump truck declared by Aerospace Chenguang shares and the replacement dump truck declared by Yutong are the same yutong cab.
Dayun replacement dump truck, chassis and loader vehicle in the same batch of declaration
It is noteworthy that the motor power of the new energy dump truck is generally high, and 11 of the 13 new cars have the highest power of 400kW and above, accounting for nearly 85%. Among them, Dayun motor has the highest power, reaching 420kW; followed by Shaanxi Automobile Heavy Truck, reaching 410kW. This is because the dump truck conditions are more complex, which puts forward higher requirements for power.
Dongfeng Tianlong pure electric dump truck
Highlight four: in the field of trucks, Hanma Technology pushes the new appearance, Hagrid pushes the fuel cell, and rides the dragon to push the hybrid
In the field of new energy heavy trucks, the proportion of trucks in the market is the smallest. Of the 10 new energy truck models declared in this batch, only 1 is a vehicle product, and the other 9 are chassis.
Hanma Technology declared the remote exchange type pure electric truck chassis
From the perspective of enterprises, Hanma Technology, Yutong and Suzhou Golden Dragon each declared 2 models, and Dongfeng Commercial Vehicle, Dongfeng Liuqi, Sany and Shaanxi Automobile Commercial Vehicles each declared 1 model. Among them, the 2 pure electric truck chassis declared by Hanma Technology adopt remote trademark, the new appearance of the same cab, the front face is prominently written "G1E", one adopts the power exchange type; Suzhou Golden Dragon declaration is 2 fuel cell trucks, one is a fuel cell truck chassis, one is a fuel cell wing open van, both are the same chassis with the same batch of declaration, the total mass of 18 tons, the chassis is self-produced; Dongfeng Liuqi declared is a plug-in hybrid van chassis, using the dragon H5 cab, Equipped with Yuchai YCK05190-60 engine, Dongfeng Commercial Vehicle declared pure electric truck chassis, the use of Tianjin KR cab, Suzhou green control motor, the motor power of 400kW, in the crowd of new energy trucks the highest power.
Dragon plug-in hybrid van chassis
Sany pure electric truck chassis
Suzhou Golden Dragon fuel cell wing open van
Dongfeng Tianjin KR pure electric truck chassis
Highlight five: The field of sanitation vehicles is dominated by special vehicle companies, and the chassis comes from Sinotruk, Dongfeng, Chenglong and BYD
Different from tractors, dump trucks and trucks, in the field of sanitation vehicles for new energy heavy trucks, the declaring enterprises are mostly special vehicle enterprises, and the main engine factories of heavy trucks are responsible for the production and manufacture of chassis.
The 6 special vehicles for sanitation new energy declared by Zhongtong New Energy Automobile Company all use the chassis of Sinotruk Truck
From the perspective of the chassis carried, China National Heavy Duty Truck has the most, zhongtong new energy automobile company declared 6 pure electric sanitation vehicles, 5 using Shandeka chassis, 1 using Haowo chassis; Yangzhou Jinwei environmental protection technology declaration of 1 pure electric garbage truck using SINOTRUC Chengshang V7X chassis, SINOTRUK Jinan special vehicle declaration of 1 pure electric washing sweeper using Shandeka chassis; followed by Dongfeng, Shanghai Shenzhou, Yantai Haide, Xiamen Jinlong and Changsha Zoomlion environmental industry declaration of part of the chassis pure electric sanitation vehicles, The chassis is from Dongfeng Motor; the third is Dongfeng Liuqi, Fujian Longma Environmental Sanitation and Xuzhou Xugong Environmental Technology declaration of 5 new energy sanitation vehicles, all of which use the Dragon chassis, of which 3 are fuel cell models; and some models are equipped with chassis from BYD, Foton, Kaiwo, Shaanxi Automobile Commercial Vehicle and SAIC Yuejin.
Fujian Longma Sanitation Equipment Co., Ltd. declared 3 fuel cell sanitation vehicles, equipped with a dragon chassis
BYD chassis pure electric multi-function dust suppression vehicle
Kaiwo chassis fuel cell car removable garbage truck
epilogue
In the face of the field of new energy heavy trucks, each company has its own way of playing.
Overall, the 354th batch of publicity, Hongyan and Beiben focus on changing electric tractors, Hanma Technology focuses on changing electric tractors and changing electric trucks, Dongfeng Commercial Vehicles focuses on electric tractors, pure electric dump trucks and pure electric trucks, XCMG focuses on pure electric tractors and power-changing dump trucks, Dayun focuses on electric dump trucks, Sany Heavy Trucks focuses on pure electric tractors, power-changing dump trucks, pure electric trucks and pure electric mixer trucks, and Chenglong forces on hybrid trucks and fuel cell special vehicles. Suzhou Golden Dragon is powered by fuel cell trucks, and so on.
Under the concerted layout of various enterprises, what kind of beautiful answer sheet will the new energy heavy truck market hand over this year?