How to evaluate the heavy-duty truck market in 2022? I believe it is most appropriate to use a sentence from Dickens's book "A Tale of Two Cities" to describe it. "It's the best of times, it's the worst of times; it's a time of trust, it's a time of doubt."
Elimination is in sight Traditional fuel heavy trucks usher in the worst era
With the establishment of the national double carbon target, the implementation of the National VI emission standards and the continuous rise in oil prices at the beginning of 2022, the traditional fuel heavy truck has ushered in an unprecedented winter, and this view has also been verified from sales. Looking at the sales of fuel heavy-duty trucks throughout the first quarter, the overall data was fixed at 231,800 units, down 56.4% from 532,000 units in the same period last year.
In the face of the general sales of "waist chopping", the traditional fuel heavy truck even if there are a hundred reasons, in the face of the actual data is also a little pale, fuel heavy trucks undoubtedly ushered in the "worst era" in the past decade, people in the future whether the fuel heavy truck can return to the peak state of 1.6 million annual sales in 2020 in the next period of time is also skeptical, as for the reason believes that there is no need to say more, because the times have been different.
Environmental protection is a global topic in front of us, and environmental protection is not a choice question for car companies, but a mandatory question. Even if there is a huge demand gap in the logistics market in the future, it is bound to be no longer the traditional fuel heavy truck to fill this gap. The feat of 1.6 million vehicles is certainly worthy of the world's admiration, but it is only a return to the light before the end of the fuel truck.
New tracks have been opened New energy trucks have ushered in the best era
At a time when everyone laments that the fuel heavy truck is "cheap and old, and can still eat", the new energy heavy truck shows us that "throughout the world, the scenery is unique".
As of the first quarter of this year, the cumulative sales of new energy heavy-duty trucks in the mainland exceeded 4729 units, a year-on-year increase of 664%, which was a "fantastic start" that no other segment of the commercial vehicle market could match.
The rise of new energy heavy trucks is not only this year, from the beginning of 2021, its sales momentum is extremely fierce, to the second half of 2021 officially entered a period of rapid growth, today's new energy heavy truck growth has been geometric multiples, new energy heavy trucks dormant for many years, finally ushered in their own "cocoon breaking period", or the field has ushered in its best era.
Of course, the major truck OEMs are also aware of the future of new energy heavy trucks, and began to lay out the field very early, and even the head OEMs have issued relevant strategies to regard new energy heavy trucks as an important target for the future.
The inherent pattern is broken The new energy field will usher in a new king
In the face of the new field of new energy heavy trucks, can the dominance of traditional heavy truck companies continue? The answer is not yet known. After all, in terms of new energy passenger cars, we can see that the "new forces of car manufacturing" have broken the inherent pattern, and even some century-old car companies have been shaken in the field of new energy.
The future pattern of new energy heavy trucks will be more complex, both the rise and transformation of traditional car companies, and the tiger's eye of passenger car companies, the most important thing is that bus companies in the same commercial vehicle field have also begun to break through across borders, the most representative of which is Yutong, a bus giant.
Focusing on the goal of "double carbon", Yutong Heavy Truck actively lays out the new energy and intelligent industrial chain, creates a new energy heavy truck product matrix, and launches a series of diversified product combinations such as new energy tractors, new energy dump trucks, and new energy mixer trucks.
At present, Yutong new energy tractor has been laid out 6×4 charging and charging and replacing integrated tractors, covering 282, 350, 422kWh series of power configurations and models with different load capacity configurations, with four core advantages of safety, reliability, economy and intelligence, which can meet the personalized needs of different subdivision freight scenarios such as ports, steel mills, power plants, and mines.
Yutong new energy dump truck covers charging, charging and replacing integrated products, with energy saving and environmental protection, intelligent safety, reliability and durability of the three core advantages; the use of lithium iron phosphate high energy density battery, through the intelligent battery thermal management system, battery life extended by 10%; the same as the tractor products, the maximum efficiency of the motor system is greater than or equal to 96%.
Yutong new energy mixer truck to ensure the reliability, safety and economy of the three electric system, according to the characteristics of the market segment to do configuration; the use of electronic control topsize, mixing drum driven by the motor, reduce the intermediate transmission links, the efficiency increased by more than 20%; aluminum alloy water tank capacity of more than 400L, lighter weight; high-pressure water pipe service life is longer; tank speed to achieve intelligent autonomous control, with the vehicle driving that is, lock and unload button.
Yutong's advantage in new energy is not only immersed in new energy technology for many years, but also has a huge advantage in terms of service, to know that the bus field has achieved the popularization of new energy products as early as many years ago, so in the repair and maintenance of new energy heavy trucks, Yutong heavy trucks have accumulated experience and technology that other enterprises do not have.
In the future, the field of new energy heavy trucks is the "three-legged standing" of traditional car companies, or the "crowd of deer" that breaks the pattern and various car companies? We do not yet know, but Yutong new energy heavy truck from the technical mastery to product layout and after-sales service, are to build a dynamic moat for themselves, I believe that Yutong new energy heavy truck will make a difference in the future, but also to the user and the entire industry injected a shot of strengthening agent.