Logistics occupies a very high importance in modern society, and road transport is the mainstay. On the one hand, it is related to the development of the national economy, on the other hand, logistics is shouldering the burden of people's livelihood and supply in the face of the epidemic. However, due to international tensions, the continuous rise in domestic refined oil prices, and the repeated impact of the new crown pneumonia epidemic, the road transport industry is struggling.
According to the notice of the National Development and Reform Commission, from 24:00 on April 28, each ton of gasoline will be raised by 205 yuan and each ton of diesel fuel by 200 yuan. According to the agency's calculations, the equivalent of No. 92 gasoline was raised by 0.16 yuan per liter, No. 95 gasoline was raised by 0.17 yuan per liter, and No. 0 diesel was raised by 0.17 yuan per liter. Based on the calculation of ordinary private cars with a fuel tank capacity of 50L, after this price adjustment, car owners will spend about 8 yuan more to fill a tank of fuel. Since the beginning of this year, our domestic oil prices have undergone 8 adjustments, and the result of the adjustment is 7 rises and 1 decline, and the No. 95 gasoline in some areas has returned to the "9 yuan era".
In road transportation, fuel costs account for about 30% of the total cost of transportation, and successive increases in fuel costs are bound to cause transportation costs to rise. Recently, a number of express logistics listed companies such as SF and Debon have said that fuel prices have risen, resulting in the company facing pressure on rising costs.
This is still the case for larger companies, and smaller companies have no way to rely on scale effects to dilute costs, and profits have obviously declined. Taking the Henan to Guangzhou line as an example, the net profit of a round trip is about 3,000 yuan, and after the oil price rises, the round-trip fuel cost expenditure increases by nearly 2,000 yuan, if you count other cost expenditures and labor expenses, a trip down is about equal to white dry.
The best way to combat rising costs is to increase profits. However, due to the long-term situation of the freight industry in the state of more goods and less goods and low-price competition, most logistics companies and fleets of bargaining power is not strong, and few guarantee agreements are signed in the contract, so the possibility of increasing freight is not large, and the increased cost can only be digested by itself. For those logistics companies that are still in the contract period, even if they operate at a loss, they must "grit their teeth and run".
Since there is no way to solve the problem with "open source", can the cost pressure be alleviated by "throttling"? For example, the replacement of its logistics vehicles with new energy commercial vehicles with lower costs.
Data show that in 2021, the new energy commercial vehicle industry sales of 197,000 vehicles, penetration rate of 4.2%, sales increased by 51.4% year-on-year, of which new energy light commercial vehicle sales of 138,000 units, penetration rate of 5.1%, sales increased by 108% year-on-year, it is expected that by 2025 the penetration rate of new energy light commercial vehicles will reach 20%, 2030 new energy light commercial vehicle penetration rate will reach about 50%, the market potential is huge. Under the background of the "double carbon" goal, new opportunities have been ushered in in the form of battery-driven logistics vehicles, trucks and special vehicles.
Considerable data means that new energy commercial vehicles are promising, but from the feedback of the market, many driver users love and hate this commercial model.
In February this year, a video of a user in Tianjin complaining about an electric truck triggered a heated discussion among netizens. The user's new energy truck still has 71% of the electricity but went on strike, in order to start the vehicle, the driver had to go down and push the car, which made him can't help but shout in the video: "No one should buy this tram!" ”
It is true that compared with the mature and stable and easier to maintain traditional commercial models (some drivers can even solve the problem of vehicle failures independently), new energy commercial models are still in their infancy, and new problems are inevitable. But for driver users who see it as a "rice bowl", such shortcomings are difficult to tolerate.
In addition to the moisture in the battery life, new energy commercial vehicles also have problems such as short mileage, difficult charging and slow charging at present. As we all know, many freight drivers even drive in shifts to make sure they are always on the road in order to catch up with the schedule; many people take the national highway to save money. The former has extremely high requirements for vehicle endurance and recovery of endurance; the latter requires vehicles to have easier ways to replenish. Obviously, new energy commercial vehicles do not have such conditions.
"Before each job, I have to see how far away the destination is, too far away to go, and it is really too much trouble to stare at the endurance meter when I leave." These are the true portrayals of many owners of new energy commercial vehicles, and their tired bodies are likely to face mental "torture".
Of course, this is not to say that new energy commercial vehicles are useless. Generally speaking, an ordinary new energy light truck only needs 50 yuan to be fully charged, and the endurance can exceed 200 kilometers, which is converted into fuel and needs to spend more than 100 yuan, which is still under the premise of non-self-built charging piles. Saving more than half of fuel expenditure is the biggest advantage of new energy commercial vehicles.
Secondly, due to the fast outbreak and low torsional characteristics of new energy models, new energy commercial vehicles often have faster acceleration time and shorter acceleration distance when pulling goods, which is significantly more comfortable to use than fuel models. Therefore, if it is used for distribution in the city, the advantages of new energy commercial vehicles are obvious.
In fact, most consumers will not deliberately hate a new form, the reason why consumers resist new energy models at present is because there are indeed various pain points, so that they are not as practical as fuel models.
In the field of commercial vehicles, the current new energy commercial vehicles actually have great temptation for many drivers, because the green license of new energy trucks in many provinces and cities have been exempted from most of the right of way restrictions, and the pass problem that has plagued them for many years has been better solved. It is only because many of them suffer from the problems of short battery life, difficult charging, slow charging and high purchase cost of new energy commercial vehicles, that they have not started. Therefore, it is foreseeable that if the power battery technology and related charging facilities can be further developed, the future of new energy commercial vehicles is promising.
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