Foreword: The first quarter of the traction market lost more than half of the year-on-year, directly dragging down the development of new products in the industry, Liuqi Chenglong new H5 modeling spy photo unveiling, Shaanxi Automobile Xuande Wing 3L on the new, Shanzhong system monopoly on the new product 1/4 strong, diesel power Max-Min quick browsing, the overall development of alternative fuels is rapid, Yutong Group first declared 18 tons of BEV, Eshi Vision / Shenzhen hydrogen cattle supporting into the circle...
The semi-trailer traction market continued to decline, and the 355th batch of public new products was affected by macro
According to the statistics of the China Automobile Association, a total of 33,000 vehicles were sold in the traction market in March this year, although it increased by 28.7% month-on-month, but it continued to decline by -73.0% year-on-year, still deeply mired in the puzzle. From January to March this year, the semi-trailer tractor industry produced 105,000 vehicles and sold 101,000 vehicles, a cumulative growth rate of -62.8% year-on-year, and the gap in decline was further expanded compared with last month. From the sales structure of truck products in the first quarter of the year, it can be seen that tractors accounted for 21% in 2021, but this year there was only 12% of the share, a decline of nearly 10%. The "weak sales" of tractors also show that the current market capacity structure is still undercurrent - if the traction market representing long-distance freight is still declining, then who should guarantee the basic logistics of economic life? (Note: The previous January growth rate data is biased and has been corrected)
If you look at the entire automotive industry, the 355th batch of the Ministry of Industry and Information Technology has entered the warming period of new products, with a total of 2235 models significantly better than the 1588 models in the previous batch, with a month-on-month growth rate of 40.7%. However, in view of the fact that the public relations market of semi-trailer tractors is constantly declining, the pressure on the industry is continuing to ferment, coupled with the impact of the adjustment of the transportation capacity structure, although the total number of new products is still growing, the amplitude has slowed down. The total number of new traction products in this batch is 37, an increase of 2 from the previous quarter, which has reached the historical average. This batch of new products includes 34 semi-hanging properties and 3 dangerous goods, and the whole industry is steadily developing and striving to return to normal levels.
Dongfeng Liuqi Chenglong new H5 modeling, Shaanxi Automobile commercial vehicle Xuande Wing 3L on the new
This premise plus commercial vehicles have exposed the road test spy photos of Dongfeng Liuqi Chenglong H5 new generation prototype car (link see whose "high-end truck" came out to test, this design style, it looks really not simple). This batch of Dongfeng Liuqi LZ4250H5DC1 traction cars has added a set of shapes, optional H5 new masks, and the previous article can be compared with each other.
From the announcement picture, it can be seen that the new H5 modeling style of the dragon has changed greatly compared with the previous H5 or H7 series, and some netizens call it the "dragon scale dragon whisker" element, and the careful reading is indeed somewhat similar. The new shape adopts a new headlight and a large area of integrated front mesh, and the diamond-shaped reinforced rib frame with dense mesh to reserve a larger heat dissipation space, which is in line with the popular sense of technology, especially reminiscent of Foton Daimler's latest Galaxy series tractor. The new cab retains the left and right deflectors, which are augmented with L-shaped chrome strips to enrich the visual effect, and the left and right mirrors are also styled to better match the overall style. At present, the new model can only be optional on the LZ4250H5DC1, which has Weichai/Foton Cummins, a total of nine diesel power schemes, covering 9.5-11.8L, 375-490 horsepower, which is the high-quality product resource of Liuqi Chenglong.
After the launch of the Xuande Wing series of models, Shaanxi Automobile Commercial Vehicles also began to create its own product style, from tractors to trucks and dump trucks. This batch of Shaanxi Automobile Commercial Vehicles once again launched the xuande wing 3L series of new products, further upgraded the cab, using new headlights, front net, air intake and sheet metal and other elements, while the front wall retains a large area of closed panels, which should be the inheritance of family-style appearance characteristics. The car has a total length of 6.91/7 meters, a width of 2.55 meters, wheelbase of 3300/3375+1350mm, three-axle 25 tons 6×4 drive type, curb weight 7.8/8.2/8.5 tons, quasi-trailer 40 tons, cab passengers, optional eight sets of leaf spring suspension, two sets of composite suspension and an air suspension (rear axle), equipped with Xi'an Cummins 11.8L, 490/470/440 horsepower diesel engine, maximum speed 89/110km/h, fuel consumption 39.0L/ 100km。 Judging from the product positioning, the Xuande Yi 3L series should be a more advanced existence in the spectrum of Shaanxi Automobile commercial vehicles, and with the launch of the first model, it will quickly complete the serial declaration of basic products.
Shandong Heavy Industry's new products dominate 1/4 of the strong, and the diesel horsepower value Max-Min is a little look
A total of 13 enterprise groups in this batch declared new traction products, the number of 1-10 models is hugely different, and it is also a manifestation of the true foundation that can have outstanding performance when the market is cold. There are seven new products with more than one product, of which two are tied for two, and the TOP6 has a total of 31 models, accounting for 84%, which is at a high level.
The Department of Shandong Heavy Industry has won the championship ten times in more than a year since the author's statistics, and the cumulative proportion of the industry has reached 24.9%, which is the "talker" in the absolute sense of the traction industry. This time, it regained the top spot in the industry with a total of ten models, and its 27% share has exceeded the historical average, which shows that "off-season is not weak" is still its main theme. This time, it includes seven models of Shaanxi Automobile Group, two models of Sinotruk Jining N7W and one model of Sinotruk Jinan Commercial Vehicle Shandeka; in addition, five new diesel power and alternative fuel products.
There are four models in the second echelon with a number of 4-5 models: five models of the Dongfeng series, including two models each of Dongfeng Group and Dongfeng Liuqi, and one Dongfeng commercial vehicle. FAW Jiefang, SAIC Hongyan and Yutong Group are all four models.
There are eight third echelons with a number of 1-2 models, including: BAIC (Foton and Fudai) and Kaiwo's Nanjing Golden Dragon; the remaining six are one, including two new internal combustion products and four new NEV products.
In terms of tonnage: the three-axis 25 tons account for 81.1% of the shares with 30 new products, and retain all five fuel types in this batch, of which the proportion of alternative fuels, especially NEVs, is extremely high. The two-axis 18 tons totaled 7 models, accounting for 18.9%, including one LNG and two BEV power. It is worth noting that the new energy tractor industry has experienced the ups and downs of one round of model selection (two-axle or three-axle?). The return of 4×2 is also the best embodiment of the spiral of technological attributes (in line with the market).
By fuel: this batch of diesel power a total of 11 new products, accounting for 30%, although it can not be compared with the lowest point of 17.1% in the previous batch, but it is still in the second-to-last share in history, so the industry still can not be complacent, and it is necessary to continue to do a good job in the development and technological upgrading of basic models. The total number of gas power in this batch is 6 models, accounting for 16%, including two CNG models and four LNG models. The penetration rate of new energy NEVs in this batch has reached 54.1%, which has initially achieved a high level of "one electrified model in every two new products". At present, the market has also been selected as a priority breakthrough area for electrification (venue/ half site), both the attention of car companies, the favor of the market, and the blessing of capital, and the electrified tractor is being pushed to the cusp of a new round, so it is worth holding for a long time.
Some readers and friends proposed that due to the large number of new products equipped with models, the distribution of horsepower segments of the new products in the current period is not very clear, and whether it can be systematically inventoried and sorted. The author then takes the database analysis as a tool and method, takes the current diesel power new products as the object, and introduces the Max-Min mechanism to briefly describe the power of the three-axle 6×4 and two-axle 4×2 models, so that readers can quickly understand the current technical level of the industry.
In terms of three-axle 6×4, the power Max = 600 horsepower, that is, Dongfeng Cummins 13.5L Z14NS6B600 diesel engine, adopted by Dongfeng Group DFD4259GL6D2 semi-trailer tractor, Huashen HV7 cab, quasi-occupancy 2/3 people, front 2/3 rear 3/4 leaf spring suspension, also optional Dong Kang tong series 560/520 horsepower program, the maximum speed of 89km/h, fuel consumption 35.9L/100km.
The three-axis 6×4 power Min = 430 horsepower, that is, Weichai's 10.52L WP10.5H430E62 diesel engine, adopted by FAW Jiefang CA4250P1K1K1T1E6A81 tractor car, liberate the VH cab, be a quasi-occupancy 2/3 person, four sets of leaf spring suspension optional, can also optionally install Weichai with the same series of 460 horsepower program, the maximum speed of 110/89km/h, fuel consumption of 39.5L/100km, and 460/430 horsepower is the "median" of the traction industry ”。
Two-axle 4×2 power Max=400 horsepower, both Weichai 9.5L WP10H400E68/1 diesel engine, such as Shaanxi Automobile Group SX4189RC1Q1 tractor, Delong H6000 cab, quasi-occupancy 2/3 people, wheelbase 3.6 meters, front and rear 3 +2/4+3/ air suspension, quasi-trailer 35 tons trailer, you can also choose Weichai with the same series of 375/350 horsepower diesel engine, the maximum speed of 120/89km/h, fuel consumption 32.2L/ 100km。
Two-axle 4×2 power Min = 270 hp, that is, Sinotruk's 6.87L MC07.27-60 diesel engine, adopted by Sinotruk Jining Commercial Vehicle ZZ4187N391JF1 traction car, Howo N7W cab, quasi-occupancy 2/3 people, wheelbase 3.6/3.9 meters, a total of 17 groups of suspension options, quasi-tow 28.58 tons trailer, maximum speed of 102/89km/h, fuel consumption 33L/100km.
Alternative fuels as a whole are held high, and new CNG/LNG products are a bit of a look
Since this issue, the author has introduced the dynamic monitoring of the proportion of traction fuel in the new product announcement in the past year (the last 12 batches), mainly to understand the development trend of alternative fuels in the industry, especially the changes in the penetration rate of new energy NEVs that are generally concerned at present, in order to provide reference for the industry.
In the ministry of industry and information technology in the last 12 new product public batches (the 344-355 batch): a total of 191 diesel power, accounting for 44.5%, the share of slightly lower than the previous month, gradually falling in the new products. Alternative fuels accounted for 55.5% of the total, has stabilized more than half of the share, compared with the previous period of 52.8% again increased, of which: NG / methanol power total 56 models, accounting for 13.1%, the overall hovering around 15%; while the new energy NEV power is a total of 182 models, accounting for 42.4%, an increase of four percentage points, has been extremely close to the industry's largest share of diesel power.
From the current period of the 355th batch: diesel power recovered to 30% of the proportion, but there is still a gap with the average of 44.5% share in the past year; NG/methanol power continues to be strong, and this batch has a total of 16.2% share with a total of six models, higher than the average; although the new energy NEV power has cooled down compared with the "accidental events" of the previous batch, the 54.1% share is still at a historical high level, which can be considered that the new energy tractor has finally won half of the new products with its unremitting efforts, of which beEV totals 16 models. There are 4 FCVs in total.
There are two new CNG-powered products in this batch, both of which are cab-mounted eight-group CNG cylinder structure.
FAW Jiefang CA4250P25K15T1NE6A81 tractor car, Jiefang JH6 cab, 2/3 passengers, 10.5/11.5 tons, quasi-tow 38.37/38.3/37.37/37.3 tons trailer, four sets of leaf spring suspension optional, equipped with Weichai 12.54L, 460 horsepower gas engine, the maximum speed of 109/89km/h, cylinder cover can choose from a variety of styles.
Shaanxi Automobile Group SX4259XE4TQ1-S traction car, Delong X5000S cab, 2 passengers, curb weight 10.3/11.1 tons, quasi-tow 38.57/37.7 tons trailer, front 2 rear 2/3 leaf spring suspension optional, equipped with Weichai 14.56L, 530/500/480 horsepower, or Cummins 14.5L, 530/500/470 horsepower gas engine, the maximum speed of 110/89km/h.
There are four new LNG power products in this batch, including FAW Jiefang J6P series CA4250P66M25T1A3E6 flathead natural gas semi-trailer tractor, equipped with FAW 13.2L, 510 horsepower gas engine, Jiefang JH6 series CA4251P25K2T1NE6A81 traction car, equipped with Weichai 12.54L, 460 horsepower gas engine, optional integral cylinder cover. There are also two other models:
JAC Automobile HFC4252P1N7E33MS dangerous goods tractor car, Gelfa K7 cab, 2 people, 9.8 tons of curb weight, quasi-trailer 39 tons trailer, front 2/3 rear air suspension, equipped with Cummins 14.5L, 530 horsepower gas engine, maximum speed of 80km/h (speed limit), cab back a set of LNG cylinders.
Shaanxi Automobile Group SX4189GE1TLQ1 traction car, Delong X6000 cab, 2 people, two-axle 18 tons 4×2 drive form, 9.2/10.1 tons of curb mass, quasi-tow 32.67/31.77 tons trailer, four sets of suspension optional, equipped with Weichai 14.56L, 530/500/480 horsepower gas engine, maximum speed of 120/89km/h, the largest four sets of LNG cylinders.
Yutong Group declared 18 tons of BEV for the first time, and Eshi Vision/Shenzhen Hydrogen Bull entered the circle
Since this batch, the author has also introduced a dynamic monitoring system for the energy replenishment method of BEV traction new products, that is, through the rolling update of 12 batches in the latest year, grasp the latest change trend of slow charging and power exchange, and if there is a fast charging type in the future, consider a single column (lithium titanate LTO, etc.).
In this batch of 16 BEV traction new products, there are only four slow-charging models, the remaining 12 are power exchange types, the proportion of new power exchange products reaches 3/4, and can also be included in the top three positions in history, including 12 product platforms of nine enterprise groups such as Shanzhong, Dongfeng System, and SAIC Hongyan, and the industry acceptance is very high.
In the past year, the total number of slow charging types is 48, and the total number of replacement types is 86, and the ratio of the two is close to 1:2. From a month-on-month perspective, the overall proportion of this batch of replacement types is 64.2%, which is steadily higher than the 62.1% of the previous batch, which is also the area with the highest acceptance of power exchange BEVs among all N class trucks.
Yutong Group in the "borrowing joint resources" after the main development of three-axle 6×4 new energy tractors, this batch of the first declaration of two-axle 18 tons 4×2 new products, namely Yutong Group ZKH4180P1BEV5 pure electric semi-trailer tractor, cab passengers 2 people, maintenance quality 9.2/ 9.6 / 10 tons, quasi-tow 32.67 / 32.27 / 31.87 tons trailer, nine sets of leaf spring suspension optional, equipped with Yutong Bus TZ400XSYTB99 drive system, power 260/380kW, Peak torque 2800Nm@/3500rpm and top speed of 89km/h.
Hebei Long March after joining the Great Wall system, the last batch has "borrowed Sany resources" serialization declaration of BEV /FCV new products, this batch continues to be BEV tractor configuration expansion, that is, CZ4251SU40BEV2 exchange type pure electric semi-trailer tractor, using Ningde era LFP power battery and Suzhou Langao TZ388XSLGD03 drive system, power 250/360kW, the maximum speed of 89km/h. At present, the new Long March has Hubei Yiwei and Ningde era LFP power batteries, both using the power exchange scheme, Shandong Zhonglian Energy 250/360kW, Suzhou Green Control 220/360kW and the suzhou Langao drive system expanded in this batch, which are mature resources with high matching rate in the industry.
A total of 14 new BEV products in this batch adopt the LFP power battery solution of ningde era single or assembly, including 11 power exchange types and 3 slow charging types. The other two new products that use other brands of power batteries are:
Jirui united QCC4253BEVH4 exchange type pure electric traction car, U series cab, prospective passenger 2 people, equipped with Ordos Vision LFP power battery, Suzhou green control TZ460XS-LKM2401 drive system, power 270/405kW, peak 2400Nm@3000rpm, the maximum speed of 88km/h. The vehicle has a curb weight of 10.97 tons, quasi-trailer 37.9 tons, Eshi Envision is a wholly-owned subsidiary of Jiangsu Envision, behind which envision AESC holding, and has also begun to support the commercial vehicle industry, such as the last batch of Dayun Opley CGC1041BSEV633 replacement pure electric truck chassis (Jiangsu Envision single body, Jiangsu full electric assembly LFP power battery).
Shaanxi Automobile Group SX4257MF4F1BEV pure electric traction car, Delong M3000 cab, 2 people, 2 people, curb weight 10.7/11.225/11.75 tons, quasi-tow 38.17/37.645/37.12 tons trailer, three sets of leaf spring suspension, the car is equipped with Hubei Yiwei LFP power battery, Xi'an Zhide TZ400XS023 drive system (Shaanxi Automobile Group and Changzhou Yikong joint venture), power 240/360kW, Peak 2500Nm@3000rpm, the maximum speed of 89km/h.
There are four new FCV products in this batch, including: Yutong Group ZKH4250P4FCEV2M, equipped with Shanghai Remodeling Fuel Cell + Rongsheng Mengguli LMO Power Battery, Yutong Bus 400kW Drive System; Kaiwo Group Nanjing Jinlong NJL4250ZEKFCEV7, equipped with Qingdao Haizhuo Fuel Cell + Ningde Era LFP Power Battery, Suzhou Green Control 360kW Drive System. There are also two models that will be used for the first time with fuel cells:
Beiqi Foton Auman BJ4259FCEVPH2 fuel cell semi-trailer tractor, equipped with Tianjin Bohai remodeling fuel cell + Rongsheng Mengguli LMO power battery, Beiqi Foton 360kW drive system, the maximum speed of 89km/h. The vehicle has a curb weight of 11.3 tons, a quasi-trailer of 37.57 tons, four sets of leaf spring suspension, and a cab for 2 people. Tianjin Bohai Remodeling is a wholly-owned subsidiary of Shanghai Remodeling, and the establishment of a separate factory in the north should be in response to the first batch of hydrogen energy demonstration zones newly established by the state.
Dongfeng Group DFD4250GLFCEV1 fuel cell semi-trailer tractor, using Huashen T7 cab, 2 people, equipped with Shenzhen hydrogen bull fuel cell + Ningde era LFP power battery, Hubei Luchi precision 320kW drive system, the maximum speed of 89km/h. The vehicle has a curb weight of 11.95 tons, a quasi-trailer of 36.92 tons, and two sets of leaf spring suspension. The car is the first industry support of Shenzhen Hydrogen Cow HYBULL, which is a joint venture between Shenzhen Hydrogen Cow Electric Card and Kegu Hydrogen Energy, and the major shareholder behind it is Shenzhen Hydrogen Bull Venture Capital. (End)
Photo: C3