The first quarter of 2022 has passed, and new energy heavy trucks have achieved good market results.
According to the statistics of tram resources, in the first quarter of 2022, a total of 4764 new energy heavy trucks were sold, up 653% year-on-year. The sales of new energy heavy trucks are rising, what are the main sales cities? What are the specifics?
Regional market: Hebei is the "main battlefield"
According to tram resource data, in the first quarter of 2022, new energy heavy-duty trucks were sold in 26 provinces, municipalities and autonomous regions across the country, of which the provinces, municipalities and autonomous regions with sales of more than 100 vehicles were: Hebei Province, Henan Province, Hunan Province, Shanxi Province, Sichuan Province, Shanghai Municipality, Inner Mongolia Autonomous Region, Guangdong Province, Zhejiang Province.
According to the data, Hebei Province has the highest sales volume, reaching 2619 vehicles, accounting for 54.97% of the total sales of new energy heavy trucks in the first quarter, and is also the only province with sales of more than 2,000 vehicles. Sales in Henan Province reached 431 units, accounting for 9.05% of the total sales of new energy heavy-duty trucks in the first quarter, ranking second. Hunan Province sold 270 vehicles, accounting for 5.67% of the total sales of new energy heavy-duty trucks in the first quarter, ranking third. The sales volume of new energy heavy-duty trucks in the three provinces of Hebei, Yuzhou and Xiangzhou reached 3320 vehicles, accounting for 69.69% of the total sales of new energy heavy-duty trucks in the first quarter.
There are more energy-consuming enterprises in Hebei Province, which have a greater impact on the environment, and these enterprises have taken the lead in applying new energy heavy trucks, which has promoted the sales growth of new energy heavy trucks. In Tangshan City, Shijiazhuang City, Qinhuangdao City, Handan City, Xingtai City and Cangzhou City in Hebei Province, the sales of new energy heavy trucks are good. The main application city of Henan Province is Zhengzhou City. The main application city in Hunan Province is Changsha.
Model analysis: Tractors are "favored" to replace electric tractors into the mainstream
Tram resource sales data show that from the perspective of model classification, new energy tractors (referred to as tractors, the same below) has become the mainstream model of new energy heavy trucks, accounting for more than 50%, the number of applications in specific scenarios has increased, such as in the steel industry, power plants, ports, branch lines and other fields play an important transportation role, reducing the emissions of high-energy-consuming enterprises, earning environmental protection points, and improving the economic benefits of transportation, which further reflects the new energy heavy truck transportation function has been played, the market's recognition of new energy heavy trucks.
New energy dump trucks (referred to as dump trucks, the same below) mainly play a role in municipal construction, municipal sanitation and other fields, contributing to the city's green transportation and environmental protection, and are more used in cities.
New energy mixer truck (referred to as mixer truck, the same below) is mainly used in the field of municipal engineering construction, the sales volume in the first quarter of this year is stable, the main sales cities are Changsha, Hangzhou, Haikou and other cities.
Electric (including pure electric, power exchange), fuel cell, hybrid three technical routes in the tractor, dump truck are sold, mixer truck to pure electric (excluding power exchange) model, there are also a small number of electric mixer truck, in March in Shenzhen sold a fuel cell mixer truck.
Pure electric (excluding power exchange) tractor main sales city is Tangshan City (593 units), Handan City (141 vehicles), Baotou City (78 vehicles), etc., the main sales cities of electric tractors are Tangshan City (581 units), Qinhuangdao City (291 units), Shanghai (153 vehicles), etc., the main sales cities of fuel cell tractors are Ordos City (22 vehicles), Taiyuan City (14 vehicles), Shanghai (9 vehicles), etc., and the main sales cities of hybrid tractors are Urumqi City (1 vehicle), Nanjing City (1 vehicle), Jinan City (1 vehicle).
Pure electric (excluding power exchange) dump truck main sales cities are Zhengzhou City (378 vehicles), Shijiazhuang City (220 vehicles), Changsha City (33 vehicles), etc., the main sales cities of electric dump trucks are Shijiazhuang City (241 vehicles), Tangshan City (84 vehicles), Linfen City (65 vehicles), etc., fuel cell dump trucks are mainly sold in Taiyuan City (10 vehicles), Foshan City (8 vehicles), Guangzhou City (1 vehicle). Plug-in hybrid dump trucks are sold in Suzhou (3 units) and Anyang City (1 unit).
The mixer truck is mainly pure electric (excluding the power exchanger), a small part is the exchange of electric mixer truck, there is a fuel cell mixer truck for sale, there is no hybrid mixer truck. The main sales cities of mixer trucks are Changsha (185 units), Hangzhou (30 vehicles), Haikou City (30 vehicles) and so on.
The main sales cities of new energy special vehicles (including sanitation vehicles, trucks, engineering vehicles, etc.) are Chengdu (126 vehicles), Shenzhen (73 vehicles), Shijiazhuang City (55 vehicles), Baoding City (55 vehicles), etc.
Pure electric (excluding power exchange) is still the main sales model of new energy heavy trucks, but the development of power exchange heavy trucks is relatively fast, and power exchange models account for more than 50% (58.79%) of tractors, and 39.15% of dump trucks are power exchange models.
With the support of the state, the rapid development of heavy trucks, the industry is also very optimistic about the prospects of replacing heavy trucks, replacing heavy trucks on the "trunk line", and began to build inter-provincial power exchange lines, alleviating the mileage anxiety of electric heavy trucks, promoting the development of local green transportation, and achieving praise in the short fall of regional lines, port transportation, steel industry, power plants, etc. It is expected that the sales of heavy trucks will continue to rise rapidly.
City market analysis: Tangshan city ranked first
From the analysis of city sales, the top 10 new energy heavy-duty truck sales in the first quarter of 2022 are: Tangshan City (1269 vehicles), Shijiazhuang City (594 vehicles), Zhengzhou City (411 vehicles), Qinhuangdao City (312 vehicles), Changsha City (263 vehicles), Shanghai (174 vehicles), Handan City (168 vehicles), Chengdu City (162 vehicles), Shenzhen City (113 vehicles), Xingtai City (99 vehicles), Cangzhou City (99 vehicles).
The total sales volume of the TOP10 cities was 3664 vehicles, accounting for 76.91% of the total sales of new energy heavy-duty trucks in the first quarter, and the proportion decreased slightly compared with the total sales in January and February.
Each city has different scenarios and characteristics, and the new energy heavy-duty truck models sold are different. Tram Resources analyzed the sales of models in the top three cities, as follows:
Tangshan City: Is a city dominated by heavy industry, its steel plants, coal industry accounted for a relatively large proportion, environmental pollution is more serious, in terms of environmental protection pressure. In recent years, the government has been committed to energy conservation and emission reduction and promoting environmental protection. Promote the large-scale application of new energy tractors by steel and coal enterprises in the field of transportation.
Tangshan city in the first quarter of 2022 sales of 1269 new energy heavy trucks, the main model is tractor (1174 units), accounting for 92.51% in Tangshan City, followed by dump trucks (94 units), accounting for 7.41%; there are a small number of special vehicles (1 unit), accounting for 0.08%.
Shijiazhuang City: The government promotes environmental protection transportation and green transportation in the field of municipal construction, and applies a large number of new energy heavy trucks in municipal engineering and other fields.
Shijiazhuang city in the first quarter of 2022 sales of 594 new energy heavy trucks, the main model is dump trucks (461 units), accounting for 77.61% in Shijiazhuang City, followed by tractors (78 vehicles), accounting for 13.13%; there are also some special vehicles (55 vehicles), accounting for 9.26%.
Zhengzhou City: The government vigorously promotes the application of new energy vehicles, vigorously subsidizes new energy trucks, and vigorously promotes the application of new energy dump trucks to replace fuel dump trucks in the field of municipal engineering construction, and promotes the green development of the city.
Zhengzhou city in the first quarter of 2022 sales of 411 new energy heavy trucks, the main model of dump trucks (378 units), accounting for 91.97% of Zhengzhou City; mixer truck sales of 14 units, special vehicle sales of 13 vehicles, tractor sales of 6.
brief summary:
The sales volume of new energy heavy trucks continues to rise, indicating that the market has gradually recognized new energy heavy trucks, and its transportation function has been affirmed by users.
The sales volume of new energy heavy-duty trucks is relatively concentrated, and it is still dominated by cities with high energy consumption enterprises, but the number of cities with sales is increasing, and the application scope has expanded.
On April 23, Jiangsu Province took the lead in unifying the battery pack standard for changing heavy trucks, which will surely accelerate the unification of heavy truck replacement standards and promote the rapid development of heavy trucks.
On May 23-25, 2022, the "2022 Fifth China New Energy Automobile Industry Conference" hosted by tram resources and Chengdu New Energy Automobile Industry Promotion and Application Promotion Association will be held in Chengdu, Sichuan Province, and the "Second China New Energy Heavy Truck Industry Ecological Conference" will be held on the 25th, focusing on the market development, operation, financial support and energy replenishment pain points of new energy heavy trucks, so as to promote the rapid development of new energy heavy trucks and contribute to the realization of "carbon peaking and carbon neutrality".
(Text/Tram Resources Zanjun)
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