A series of problems caused by the price increase of new energy logistics vehicles have plagued participants in the entire industry.
Although, in the first quarter of 2022, sales of new energy logistics vehicles increased by 149% year-on-year, with sales reaching 35,595 units (including 3,514 crossover passenger cars). However, due to the decline in subsidies, the price increase of upstream raw materials, the shortage of chips and other factors, the market trend in the second quarter is still facing many uncertainties.
"In the second quarter, can the distributor get some new cars? Can the capacity of new cars keep up? "Will automakers adjust product prices again in the second quarter?" "After the price of the whole vehicle rises, can the automakers, which have a low market share, stabilize and increase their share?" "Affected by the epidemic, the income of truck drivers has been greatly reduced. The rise in the price of new energy logistics vehicles has led to an increase in monthly supply, how will the operating dealers promote the rental and sale of complete vehicles? "These questions are plaguing industry players, and the market is desperately looking for answers.
From May 23 to 25, the 5th China New Energy Automobile Industry Conference in 2022, jointly sponsored by Tram Resources and Chengdu New Energy Automobile Industry Promotion and Application Promotion Association, will be held in Chengdu, where industry elites from OEMs, supporting enterprises, operation service providers, etc. will discuss and analyze the above topics.
As of March 31, nearly 30 new energy logistics vehicle OEMs, supporting enterprises and distribution operators have registered to participate in the conference.
Karry New Energy Automobile Co., Ltd.: As the leading enterprise in the field of new energy logistics vehicles, Karry New Energy has a perfect system in terms of product layout and after-sales service, and has a high user reputation. Karry New Energy will bring its products such as Karry Youyou, Karry Elephant and Karry Dolphin to the conference to discuss the future development direction of the model with industry insiders.
Chongqing Ruichi Automobile Industry Co., Ltd.: Its sales volume of new energy logistics vehicles has always been among the best in the industry. Since the beginning of this year, Ruichi New Energy has won the championship for 3 consecutive months. At the same time, it is also the sales champion of new energy logistics vehicles in 2021, and the sales volume of its micro-surface model Ruichi EC35II also ranks first in the industry.
Brilliance Xinyuan Chongqing Automobile Co., Ltd.: SRM Xinyuan New Energy is committed to building a leading brand of pure electric commercial vehicles in China, continuously launching high-quality new energy logistics vehicle products, exerting efforts on urban green logistics, and creating a new benchmark for green distribution logistics. Its new energy logistics vehicles Good Luck No. 1 III, New Hiace EV, T50EV, T2 S micro truck and other models have performed prominently in various segments.
Jiangling Motors Co., Ltd.: In the field of new energy, Jiangling Motors has always adhered to quality and innovation, and its products such as light truck Kerry EV, Yuhu EV, Tessun EV and Shunda EV are sold to many cities in China.
Shanghai Qianchen Automobile Technology Co., Ltd.: Shanghai Qianchen Automobile Technology Co., Ltd. was established on September 25, 2020, focusing on new energy intelligent logistics. On August 5, 2021, Qianchen Automobile released two new energy models, Qianchen iC1 and Qianchen EC1. In November of the same year, it completed nearly $50 million of Series B financing.
Qingling Motors Co., Ltd.: It owns three new energy models: Qingling EV100 refrigerated truck, Qingling EV100, and Qingling pure electric pickup truck TAGA-EV. Among them, TAGA won five awards at the NEVC2020 Fifth China New Energy Logistics Vehicle Challenge, including the Pickup Group All-Round Gold Award, the Best Endurance Gold Award, the Best Power Performance Gold Award, the Best Braking Performance Gold Award, and the Organizing Committee Recommendation Award.
Changan Kaicheng Automobile Technology Co., Ltd.: Changan Kaicheng has a rich product lineage, especially in the micro-surface market, Changan Ruixing EM80, Changan Ruixing EM60, Changan Star 9EV three models in the 2021 new energy logistics vehicle micro-surface market performance is very strong.
Hyundai Commercial Vehicle (China) Co., Ltd.: After 100% ownership of Sichuan Hyundai, Hyundai Commercial Vehicle became the first wholly foreign-owned commercial vehicle enterprise in China, with worldwide market experience and technology accumulation. Its product Hongtu EV relies on this, with long endurance, fast energy replenishment, energy saving and strong energy saving in many models stand out.
Chongqing Changan Leapfrog Vehicle Co., Ltd.: It owns Changan Leapfrog King X1EV, Changan Leapfrog Star V5 EV and other models. Among them, Changan Leapfrog Star V5 EV won two awards at the 4th China New Energy Logistics Vehicle Performance Challenge in 2019.
Zhejiang Xinjiao New Energy Automobile Co., Ltd.: Xinjiao is a representative of new forces in the field of new energy commercial vehicles, and in mid-2021, it launched two models, Shuai chi and Shuai Ling, and successfully fired the first shot in the field of new energy commercial vehicles. At the beginning of this year, Singio received more than 5,000 customer orders, which is extraordinary.
Zhejiang Geely New Energy Commercial Vehicle Co., Ltd.: Tram resource data show that in recent years, Geely commercial vehicle sales have been in the forefront of the country, the overall sales volume in 2021 increased by 288% year-on-year, of which new energy heavy trucks ranked first in the industry in the target market, new energy light truck sales ranked first in the industry, and Zengcheng light trucks maintained a market segment for 3 consecutive years.
Shandong Automobile Manufacturing Co., Ltd.: Shandong Automobile Manufacturing Co., Ltd. is a wholly state-owned enterprise of Shandong Heavy Industry Group. In order to build the largest new energy light truck production base in Shandong, Shandong Heavy Industry Group invested a total of 2 billion yuan to integrate weichai power and Shaanxi Automobile resource advantages, and upgraded Shandong Automobile Manufacturing Co., Ltd. as a commercial vehicle. On the basis of traditional energy models, the company has simultaneously developed new energy models such as light truck pure electric and light truck fuel cells.
Yutong Light Commercial Vehicle Co., Ltd.: Yutong Light Commercial Vehicle Co., Ltd. was established in June 2021 and is a wholly-owned subsidiary of Yutong Group. In September 20121, its pure electric light trucks were unveiled, marking Yutong's official entry into the light truck market.
Liuzhou Wuling Automobile Industry Co., Ltd.: Liuzhou Wuling Automobile Industry Co., Ltd. was established in 2007, which is a large-scale Sino-foreign joint venture established by Guangxi Automobile Group Co., Ltd. to integrate the original auto parts, engine and special vehicle business with Wuling Automobile Group Holdings Co., Ltd., a listed company in Hong Kong. After years of development, it has an annual production capacity of more than 2 million sets of auto parts, 800,000 sets of automobile engines and 120,000 special vehicles, and has formed a manufacturing base of Liuzhou, Qingdao, Chongqing, Jingmen and other north-south linkages.
Zhejiang Green Huilian Co., Ltd.: Green Huilian is a green capacity sharing platform strategically invested by Geely Commercial Vehicle Group and Chuanhua Zhilian, with a registered capital of 500 million yuan and headquartered in Hangzhou, Zhejiang. Green Huilian is positioned as a provider of green transportation capacity and smart car networking platform, with exclusive customized vehicles as the core, providing customers with new energy logistics vehicle life cycle operation and management services such as Huilian car rental, Huilian car service, and Huilian intelligent control.
At present, Green Huilian has achieved a nationwide network layout, set up regional operation centers in more than 30 cities across the country, with more than 100 cities in business coverage, more than 10,000 operating vehicles, more than 2,000 cumulative cooperative customers, and large customers covered by China Tobacco, China Post, Jingdong, SF, Cainiao, Meituan, Debon, Lalala, Sitong Yida and other well-known enterprises in the country, with the operation rate ranking first in the whole network.
In the future, Green Huilian will rely on the ecosystem of Geely Commercial Vehicle Group and Chuanhua Zhilian to build a million-level green capacity pool and become a leading green capacity sharing platform.
Dongfeng Haibo New Energy Technology Co., Ltd.: Committed to the research and development, production and sales of new energy vehicle three-electric system, the application of cascade energy storage of vehicle power battery system, the sales of new energy vehicles and the operation of new energy vehicles, and the dismantling and recycling of power battery materials.
Chongqing Weihanze Industrial Co., Ltd.: Chongqing Weihanze Industrial Co., Ltd. produces special vehicles such as urban logistics and distribution refrigerated trucks, refrigerated vans, and fresh fruit transport vehicles, and independently completes the research and development and modification of the whole vehicle.
Tianneng New Energy (Huzhou) Co., Ltd.: A lithium-ion battery R&D manufacturer focusing on the research and development, production and sales of new energy vehicle power battery systems and energy storage systems. The annual output of 15GWh energy storage and power lithium battery project is under development, and it has established after-sales service centers in Guangdong, Chengdu, Zhejiang and Beijing.
Jinmao Intelligent Transportation Technology (Tianjin) Co., Ltd.: Jinmao Intelligent Transportation Technology (Tianjin) Co., Ltd. is a subsidiary of China Sinochem Holdings Co., Ltd., which is mainly engaged in the promotion of new energy vehicles in the power exchange mode, the research and development, investment, construction and operation of power exchange infrastructure, and the operation and management of new energy vehicle power batteries. Jinmao Intelligent Transportation has independently developed products such as substations and vehicle-mounted power exchange mechanisms, and has good application and operation experience, as well as capital and brand strength.
Regarding more information about the participating enterprises of the 5th China New Energy Automobile Industry Conference in 2022, tram resources will continue to be updated in the future, so please pay attention to it.