The development of domestic new energy passenger vehicles is in full swing, and although the new energy development of commercial vehicles has just begun, it has rapidly ushered in an upward inflection point. In the past 8 years, Geely has achieved "lane change overtaking" in the new energy commercial vehicle track, and has rapidly developed from a "new life" in the field of commercial vehicles to the first new energy commercial vehicle track, becoming a leader in the green intelligent transportation industry.
New energy commercial vehicles usher in the blue ocean Upward inflection point is coming
As an emerging force in land logistics and transportation, new energy commercial vehicles are in the early stage of outbreak and have received more and more attention.
In 2021, the production and sales of new energy commercial vehicles were booming, showing a good development situation of both market size and development quality, with annual sales of 197,000 units, a cumulative increase of 51.4% year-on-year, and a penetration rate of 4.2%, entering a stage of rapid development. The hot sales data shows that the inflection point of new energy commercial vehicles is coming, which is a rare development opportunity for enterprises.
Through product and business model innovation, Geely Commercial Vehicles has rapidly developed into a leading enterprise in the new energy commercial vehicle industry, achieving an increase of 288% year-on-year in overall sales in 2021.
Among them, the sales volume of new energy heavy trucks increased by 369.9%, ranking first in the industry in the target market of new energy heavy trucks; the sales volume of new energy light trucks increased by 460.6% year-on-year, ranking first in the industry; and the sales volume of Zengcheng light trucks increased by 372.0% year-on-year, maintaining a leading position in the market segment for three consecutive years.
In the first quarter of this year, Geely Commercial Vehicles continued its rapid development momentum, and the overall sales volume of new energy commercial vehicles ranked first in the industry. Among them, the sales volume of new energy light trucks increased by 215% year-on-year, and the market share reached 28.07%, continuing to consolidate the top position in the sales list with absolute advantages.
The picture shows the full range of long-range car models
Zhou Jianqun, chairman of Geely Commercial Vehicle Group, told reporters that although the number of commercial vehicles in the Chinese market, which is mainly freight trucks, accounts for only 10.9% of the total number of cars in the country, it consumes 51% of the total gasoline and diesel consumed by all vehicles. From an environmental point of view, the pollutant emissions of one diesel heavy truck are equivalent to 306 passenger cars.
The large fuel consumption and high pollution emissions of traditional commercial vehicles have brought huge environmental pressure while promoting economic development, and the demand for reducing emissions of commercial vehicles is more urgent, and it is imperative to accelerate the transformation of new energy in the field of commercial vehicles.
From a global perspective, traditional car companies and new forces have set their sights on new energy commercial vehicles, and the time window of this track has been opened.
In 2021, Volvo Trucks opened a trial sale of all heavy-duty electric trucks in Europe, and will achieve mass production this year. Daimler, Volvo and Volkswagen's Trans-Tuo Trucks form a joint venture to lay out a commercial vehicle charging and refueling network. Daimler is also working with Volvo to develop hydrogen fuel cell technology for heavy trucks.
Tesla released the Semi tractor and Cyberruck pickup truck, and the emerging unicorn Rivian is building a smart green supply chain system for Amazon.
Industry insiders believe that the new energy commercial vehicle market has become an "incremental blue ocean", which is the focus of Industrial Development in China and even the world.
Zhou Jianqun said that whether from the perspective of ecological development or from the perspective of energy security, the process of new energy for commercial vehicles is no longer a multiple choice question, but a mandatory question. Chairman Li Shufu clearly pointed out that in order for the automotive industry to achieve the peak of carbon emissions and the treatment of emission pollutants, it is imperative for commercial vehicles to be new energy.
Leading the New Energy Commercial Vehicle Track What did Geely Commercial Vehicle do right?
In the new energy commercial vehicle track, why has Geely Commercial Vehicle become the frontrunner?
Zhou Jianqun introduced that Geely has long been firmly committed to the field of new energy commercial vehicles, and since 2013, Li Shufu, chairman of Geely Holding Group, has begun to target the British market and develop a new generation of commercial vehicle technology that meets the environmental protection regulations of British cities in 2018. In 2014, Geely started from scratch, invested in the industrialization of commercial vehicles in China, forward-looking layout of commercial vehicle business, and established Geely Commercial Vehicles. In 2016, it officially established China's first commercial vehicle brand focusing on the field of new energy - long-range vehicles, and established the strategic positioning of "R&D as the guide and business model-based" and focusing on the green and intelligent new generation of new energy commercial vehicles.
At the same time, Geely has established the largest R&D center in Hangzhou focusing on the development of new energy and intelligent technologies for commercial vehicles, bringing together more than 2,000 R&D engineers at home and abroad. It has formed two core technical routes of the technical route of urban commercial vehicles with pure electric drive and extended range electric drive force system as the core, and the technical route of highway commercial vehicles with liquid hydrogen energy methanol power and electric driving force using power exchange technology as the core.
In 2017 and 2018, Geely became the majority shareholder of Volvo Trucks Group and Daimler Group respectively, basically realizing its strategic layout in the truck field. In 2019, the first M100 methanol heavy-duty truck of long-range vehicles was launched, which is also the world's first mass-produced methanol heavy-duty truck.
At present, Geely Commercial Vehicles has orderly improved the five major product lines of heavy trucks, light trucks, small micro trucks, LCVs and buses, becoming the first commercial vehicle brand in China to complete the multi-energy layout and realize the new energy of all products. Layout of Sichuan Nanchong, Jiangxi Shangrao, Shandong Zibo, Shanxi Jinzhong, Anhui Ma'anshan, Zhejiang Huzhou six major bases.
At the same time, Geely Commercial Vehicles has accelerated its globalization strategy, and with its technical strength, its products have been exported to Uruguay, Chile, Costa Rica, Israel, South Korea and other countries, becoming a leader in the new power of commercial vehicles.
The picture shows the remote car green intelligent replacement power station
To develop new energy commercial vehicles, the supporting ecology must be built well. Geely Commercial Vehicle has successively created a green Huilian matching urban logistics scenario, a friendly matching trunk logistics scenario, and a combined offline recyclable energy technology service provided by Sunshine Mingdao, all three of which have jointly improved the capacity service platform, realized the intelligent matching of people, vehicles, goods, stations and electricity in all scenarios, and accelerated the transformation of Geely Commercial Vehicles into a smart green transportation technology integrated service provider.
Intelligent production is the key to helping the landing of advanced technology, and it is also the "intelligent manufacturing" underpinning the continuous upgrading of many models of Geely Commercial Vehicles.
According to reports, Geely Commercial Vehicle Rao Low Carbon Digital Wisdom Factory in the commercial vehicle industry for the first time using IGBT modular power supply supporting anode, phosphorus-free pretreatment process, heavy metal ions and phosphorus, nitrite "zero" emissions. The main monomers of the factory use distributed photovoltaic power generation to save energy and reduce carbon emissions. The automation rate of welding main line has reached 100%.
With digitalization as the core drive, the Shangrao plant can realize the collinear flexible production of multiple models, greatly shortening the order delivery cycle. Through the industrial Internet platform, it can realize the integrated operation of research, production and marketing, and can also realize personalized customization, establish connections with the upstream and downstream of the entire industry, and promote the new energy commercial vehicle industry to achieve a leap from manufacturing to intelligent manufacturing.
The picture shows the Rao low-carbon digital intelligence factory on Geely's new energy commercial vehicles
Forward-looking layout, innovative research and development and business models and intelligent manufacturing, looking back, Geely Commercial Vehicles can lead the track of new energy commercial vehicles, and it is not just doing one thing right. Just as geely commercial vehicles' corporate vision expresses "creating smart interconnection and leading green commercial", only with a higher perspective can we see the real opportunities for new energy commercial vehicles.
Some industry observers said that on Geely's commercial map, Geely Automobile has created the first business miracle from "four wheels and two rows of sofas" to winning the sales championship of its own brand for 5 consecutive years; from the acquisition of Volvo to its sales volume to a new high, creating a second business miracle; Geely Commercial Vehicle from the forward-looking layout to the leading industry, through technological innovation and business model innovation, is expected to create a third business miracle.