Foreword: The first quarter of the truck market "tune" word, the number of new products in the industry in April was basically restored, JIANGHUAI new Kangling Medium Truck, Changan New Leopard T3 new shape, Shanqi S1 small card to take advantage of the resumption of production, 40% of the new energy share has gained a foothold, Hubei Third Ring Road and Jiangxi Zhicheng pushed the increase in the program REEV, non-traditional forces continue to enter the truck industry...
In the first quarter, the market sales structure adjustment was obvious, and the new products in the industry basically recovered in April
According to the monthly statistics of the Automobile Industry of the China Automobile Association, a total of 332,000 vehicles were sold in the market in March this year, although it increased by 46.3% month-on-month, the year-on-year slowdown expanded to -44.8%, and sales were lower for the seventh consecutive month. The sudden tightening of epidemic prevention and control after the Spring Festival has had a greater impact on automobile manufacturing and parts supply, and the automotive industry is facing the triple pressure of demand contraction, supply shock and expected weakening. If you look at the consumer terminal, the obvious lack of consumption momentum is also the direct reason for the continuous decline in the market. This month, heavy, medium and light trucks have shown a downward momentum, and the decline in medium and heavy vehicles is still slightly higher, followed by slight types.
Medium/ heavy-duty trucks have not yet shaken off the downturn: medium-duty trucks sold 12,000 units, down 14,000 units, a year-on-year increase of -53.4%. Heavy trucks have been reduced to the hardest hit areas for many consecutive times, with sales of 77,000 units, a year-on-year decrease of 153,000 units, a year-on-year decline of -66.6%, and both traction and cargo.
Light/minivan decline narrowed slightly: Light truck sales were 182,000 units, down 91,000 units, up -33.3% year-on-year. Minivan sales were 61,000 units, down 11,000 units, up -15.7% year-on-year. According to general understanding, the current "micro card" has actually been extended to a 2-ton small card, and it has also risen under the influence of the Blue Card New Deal.
In the first quarter of this year, the cumulative sales of the N-class truck industry were 873,000 units, a cumulative growth rate of -32.8% year-on-year, and the most significant change was the structural adjustment of sales products. Specifically: the loss of medium and heavy trucks and the rise of minor trucks are the main tone of the current truck industry, of which the share of light trucks increased by 9%, micro trucks increased by 6%, and the total proportion of 15% was quite fierce. Many ministries and commissions intend to structurally adjust the transport capacity through the "New Deal for Blue Light Trucks and Small and Micro Passenger Cars", release the "single vehicle overload" capacity, and bring additional sales increments, and initial results have been achieved.
The Ministry of Industry and Information Technology announced a total of 2235 new products in the 355th batch, a rapid increase of 41% month-on-month, and although the automotive industry after the first quarter was "coldly treated" by the market, it still spared no effort in new product research and development and actively practiced product compliance. After identification, the basic type of N-class trucks in this batch totaled 187 models (excluding pickup trucks), up 30% month-on-month, basically returning to the level before the trough. Specifically:
93 models of the 1-word head cargo category, a net increase of 25 models, an increase of more than 1/3 from the previous month, mainly due to the contribution of light trucks.
There are three types of 2-word head off-road category, including two heavy trucks in the previous part, and stQ2111L03Y3E6 off-road dump truck chassis of Sanhuan Haolong "Big Light Truck".
There were 46 models in the 3-character tip dump category, an increase of 10 models, an increase of 27,8% month-on-month, and began to exceed the average level of the past six months. This batch of new products includes 28 heavy trucks, four medium trucks and 14 light trucks, and the current compliant light blue truck has become a new round of key layout products in the industry, and the author considers writing a separate article after the middle of the year.
There are 37 models in the 4-character head traction category, and only two models have increased, although the growth rate is not fast, but it has approached the industry average.
The 5-head special category bottomed out with eight models, all of which were heavy trucks, including two special and lifting models, and four mixer trucks.
Jianghuai New Kangling and Changan New Leopard T3 were upgraded, and Shanqi S1 Heavy Duty Truck Weihai Small Truck resumed production
From the perspective of product categories, the publicity of this batch of new products is roughly similar to the structure of the previous batch, and it is closer to the 352nd batch of publicity in the beginning of the year, which is mainly reflected in:
The proportion of medium and heavy new products fell back when the market went higher, which is also a direct reflection of the weakness of the current medium and heavy trucks, which has returned to the average level of three months ago after the previous continuous shocks. The total share of this batch is 63.7%, which is basically stable between 60% and 70%, of which: more than 30% of heavy trucks, 20% of traction and 10% of medium trucks, there are each other's strengths.
The share of slight new products has climbed in two consecutive batches, and the current light commercial vehicle LCV has once again become the focus of attention, reflecting its position in the truck industry that cannot be ignored. Among them, less than 3% of micro-trucks account for no surprise, and light trucks have come to 1/3 of the proportion, which is the same as the share of new heavy trucks and cannot be taken for a break.
This batch of Jianghuai Automobile has expanded the chassis of HFC1100P41K1D7S and HFC1128P41K1D7S, that is, on the basis of the previous Shuailing Q6 and Junling Optimus Prime series cabs, a new model of the Kangling series has been added, and the front headlights/fog lights, middle nets, and bumpers have been reshaped, but the sheet metal body and the front windshield, rearview mirrors and other assemblies have been retained. For a long time, there have been voices that have been critical of the "shape of isuzu" of light/medium-sized products, believing that the style is outdated. Although this has a direct historical origin with the 6 tons of ISUZU products on the national dry express in the 1980s, it has been proved by time that this is actually a classic way of styling, and the success point lies in the organic combination of industrial modeling design and physical functional parts. The more basic the commercial vehicle product, the easier it is to retain the classic styling style, and if the details can be reshaped with a sense of the times, this is also the "least likely to make mistakes" way.
As a deep cultivator in the small card industry, Chongqing Chang'an has upgraded the shape of the new Leopard T3 series in this batch, expanding the new hood, bumper and two kinds of front and headlights/fog lights with a more technological sense, and the fog lights can also choose black, yellow or red decorative strips, thereby increasing the "vitality" of the shape on the tone of the silver cab. The models involved in this batch of expanded styling cover a variety of products in the 2-3 ton class. At present, Shangtong Wuling, Dongfeng system and Chang'an system are the top three in the micro truck/small card market, and all have strong market visibility.
On November 10, 2020, Shandong Heavy Industry, China National Heavy Duty Truck, Weihai Municipal Government and Wenden District Government jointly signed a strategic cooperation agreement on the restructuring of Black Panther Automobile, and in 2021, Sinotruk (Weihai) Commercial Vehicle Co., Ltd. launched a production line transformation project with an investment of 125 million yuan, helping Black Panther to resume work and production of two small card products, and at the same time launching a new generation of semi-long-head small card design work. This batch of Shandong Automobile, which is also a subsidiary of Shandong Heavy Industry and located in Laiyang, Yantai, has resumed production of S1 series small trucks by using the product resources of Heavy Duty Truck Weihai/Black Panther Automobile under the same group.
Shanqi motor declared the YTQ1031WHQ301/2 truck chassis, single/double cab, GVW is 3495kg, the width is 1655mm, the wheelbase is 2700/3030mm, the front 3 rear 5 leaf spring suspension, rear twin drive, equipped with Harbin Dong'an power 1.6L, 122 horsepower gasoline engine, the maximum speed of 110km/h. The series of chassis and the same model of vehicle declaration at the same time, the formation of the rear cargo box length of 3.1/3.3/3.7 meters or 2.6/3.1 meters, load mass utilization coefficient of 1.43 or 1.39, fuel consumption is 7.9L/100km.
NEV has occupied 40% of the new product share, Hubei Sanhuan Jiangxi Zhicheng REEV
The ratio of traditional diesel/gasoline power to new alternative fuels in this batch remained basically unchanged, remaining stable at the 55:45 level, and the structural ratio of various types of fuels also converged month-on-month. Among them, the new energy NEV power has been stable at 40% of the share for three consecutive batches, BEV dominates the 1/3 of the new products, and gradually grows into a new force that can compete with diesel power in the local field, and at the same time, there is the blessing of the replacement (marketing) model, and the market prospect is extremely promising.
The 63 BEV power battery solutions in this batch are all LFP energy storage systems, and a total of 52 models use CATL era assemblies or monomers, accounting for up to 82.5%. The rest are Ewell Lithium Energy, Hefei Guoxuan and five other battery companies, selecting some for brief description:
Dongfeng Xiaokang DXK1031TK1JBEV8 pure electric truck chassis, equipped with Changsha Fordi LFP battery + Shenzhen Dadi and 70kW drive system, the maximum speed of 80km/h, using ED71 series cab, 2 people, vehicle width 1785mm, wheelbase 2.85 meters, front 6 rear 7 + 5 leaf spring suspension, rear two-wheel drive. The chassis was declared at the same time as the DXK5031XXYKBEV8 pure electric van transporter, forming a total length of 4.91 meters after the vehicle, a cargo box length of 2.6 meters, GVW = 3495 kg, and a curb weight of 2 tons.
Dongfeng EQ1030M1ACEVJ1 pure electric truck chassis, equipped with Henan lithium LFP battery + Suzhou Huichuan 70kW drive system, the maximum speed of 90km/h, using The Cab of Camarry, 2 people, the width of the car 1715mm, wheelbase 3.1 meters, front independent rear 6 leaf spring suspension, rear single wheel drive. The chassis and DFA1030M1BEV1 pure electric truck and DFA5030XXYM1BEV1 pure electric van transport vehicle declared at the same time, after the formation of the vehicle are 5085mm in total length, 2.8 meters in length of the cargo box, GVW = 3 tons, curb weight 1.5 tons or 1.65 tons.
In addition to the two XCT25EV truck cranes previously introduced, there are three blue light trucks, including: Sinotruk Jinan Commercial Vehicle ZZ1047F3415F145PHEV16 plug-in hybrid truck chassis, equipped with Huzhou Weihong LpCO multi-composite lithium power battery + Sinotruk Group 80kW drive system, matching Weichai 2.3L, 130 horsepower diesel engine. The remaining two paragraphs are:
Hubei Sanhuan STQ1041L02Y1SHEV6 plug-in extended range hybrid truck chassis, gasoline / electric hybrid, equipped with Ganzhou Yipeng LMO power battery + Suzhou Huichuan 120kW drive system, matching Jiangxi Zhicheng Automobile 1.4L, 60 hp gasoline engine, which is also Geely remote RE500 and Sinotruk after joining hands with Shandong Yuanqi, the industry's rare REEV light truck products. The chassis adopts the cab of the Maker series, 2/3 passengers, the width of the car is 2085mm, the wheelbase is 3.3 meters, the curb weight is 2.51 tons, the front 3 and rear 3/3+2 leaf spring suspension, and the maximum speed is 80km/h.
Shandong Automobile declared the "full set of Weichai power energy storage system" YTQ1043KHPHEV333 plug-in hybrid truck chassis, diesel / electric hybrid, equipped with Weichai new energy LMO power battery + Weichai new energy 60kW drive system, matching Weichai power 2.3L, 130 horsepower diesel engine, using Delong K3000 series cab, quasi-occupancy 2/3 people, 2.0-2.17 meters five groups of vehicle width, Wheelbase 3.3 meters, curb weight 2.85 tons, nine sets of leaf spring suspension optional, the maximum speed of 100km/h, which is also another optional chassis solution of Delong K3000 after Hefei Guoxuan NCM ternary lithium power battery.
Shandong Heavy Industry BAIC is the first echelon, and non-traditional truck companies have entered the game
In terms of enterprise groups, in addition to mainstream truck companies, there are also many non-traditional forces that have poured into the N-class truck circle with the help of new energy, and the number is gradually increasing:
This batch of Shandong Heavy Industry and BAIC belongs to the first echelon, with 34 models and 28 models respectively, of which: Shanzhong is a total of eight new products, while the BAIC department only has beiqi Foton, the joint venture foton Daimler and the re-embarked BAIC Ruixiang three, which shows that the former relies on the number of combinations of the group army to win, while the latter is better in the effective number of individuals. In addition, the former pays more attention to the balanced development of cargo/dumping/traction, and the latter focuses on the load/dumping category.
The remaining four with double-digit number of new products can be regarded as the second echelon, with 19 models of Dongfeng Group, 16 models of FAW and 13 models of SAIC series all traditional forces, while ZKH of Yutong Group relies on its experience in the field of new energy (urban) buses to fully enter the field of NEV cargo/dumping/traction, and strives to make up for the decline of bus business through business transformation.
The remaining single-digit new products with more than three models include eight models of Jianghuai series, seven models of Jiangling Motors, five models of Kaiwo Nanjing Golden Dragon and Wuzheng Flying Saucer, and four models of Dayun Automobile and Geely Series. The concentration of the above TOP11 enterprises is 82%.
Yanbian Guotai New Energy is the 327th batch of pure electric commercial vehicle manufacturers newly established by the Ministry of Industry and Information Technology in January 2020, which mainly developed the M-class bus business before, and then expanded the N-class truck business in a timely manner with the help of industry resources. This batch of Yanbian Cathay Pacific declared the JYB1040DBEV power-swappable pure electric truck chassis, using Dongfeng Capoteki model car, wheelbase 3.3 meters, front 2 rear 3 leaf spring suspension, equipped with Anhui Huipeng 41.2 degree LFP power battery, Wuxi Zhonglian Energy Chuang 120kW drive system, the maximum speed of 90km/h. The chassis was declared at the same time as the JYB5040XLC pure electric refrigerated truck and the JYB5040XXYBEV power-swappable pure electric van transporter, forming a 4044mm long cargo box and a curb weight of 3.2 tons and 2.8 tons respectively.
Yutong Group and Chongqing Changan in the small card business cooperation has a long history, this batch of declaration of ZKH1034P1BEVJ pure electric truck chassis, the use of Changan across the King X3 base car, the width of 1780mm, wheelbase 2850mm, the front 6 rear 8 leaf springs, equipped with Yiwei Hubei monomer, Zhengzhou Shenlan assembly LFP power battery, Yutong Bus 80kW drive system, the maximum speed of 70km/h. The chassis and Yutong Heavy Industry YTZ5031ZXLD0BEV pure electric van garbage truck declaration at the same time, the formation of the vehicle after the total length of 4.7 meters, the length of the cargo box 2.55 meters, GVW = 3495kg, the maintenance mass of 2180kg, equipped with hydraulic lifting mechanism, for the collection and unloading of garbage.
Medium/light/micro truck GVW Max-Min scan
In view of the fact that the traction class and heavy truck class of this batch have done the Max-Min inventory of the power system, which basically corresponds to the extremum of GVW, this article will not be repeated, focusing on the review of medium trucks, light trucks and micro trucks.
Zhongka class GVW Max = 14060kg, that is, Beiqi Foton BJ3144DJPDA-05 dump car chassis, using Ruiwo Donkey Kong ES5 cab, quasi-occupancy 3 people, simple and rugged shape is also a frequent customer of the "engineering face" on the market, the width of the car is 2.23/2.3 meters is a typical medium truck level, wheelbase 3.9 meters, front 10 after 12 + 9 leaf spring suspension, equipped with Yunnei power 3.0L, 170 horsepower diesel engine, the maximum speed of 89km/h. The chassis was declared at the same time as the same type of vehicle, forming a total length of 7085/7125mm, a cargo box length of 4.85 meters, a maintenance mass of 6.1/6.45 tons, a load mass utilization coefficient of 1.30/1.17, and a fuel consumption of 24.5L/100km.
Zhongka GVW Min=6495kg, that is, Beiqi Foton BJ1065EVJAK pure electric truck chassis, using Zhilan series cab, quasi-passenger 3 people, also optional Omarco or Aoling style modeling, the width of the car 2060mm, wheelbase 3.36 meters, front 2/3 rear 2 + 1 / 5 + 2 leaf spring suspension, equipped with Ningde era LFP power battery, axle side arrangement, Foton 115kW drive system, the maximum speed of 90km/h. The chassis was declared at the same time as the BJ5065XXYEVK pure electric van transport vehicle, forming a total length of 5995mm, a cargo box length of 4.14 meters, and a curb weight of 3.2 tons.
Light truck GVW Max = 4490-4495kg A total of 38 new products, reaching a record high, all of which are blue light trucks, which also shows that the industry has fully understood and accepted the "blue light truck new deal", and new product compliance has become a common phenomenon in the industry without repeating. The so-called compliant chassis will continue to derive a number of basic variants, such as the 1-word head rail car, the 5-head carriage XXY, the warehouse truck CCY, etc., so it is of no practical significance to "confuse the chassis with the whole vehicle", or we should firmly grasp the main line of the chassis without wavering.
Specifically: this batch of a total of 21 diesel-powered new products, combined treatment to obtain 25 engines, covering 95-160 horsepower of 11 subdivision horsepower segments; displacement is less than 2.5L, including nine 2.0L, one 2.2L, five 2.3L and ten 2.5L, it can be seen that the industry chooses more two extremes - the traditional 2.0L and the maximum upper limit of 2.5L. Although this batch of alternative fuels does not have new gas NG products, new energy products have reached 17 models, NEV penetration rate has reached 45%, and the same historical high of the top three levels, including 11 BEVs (including one power exchange), as well as FCV and HEV three each.
Light truck class GVW Min =2760kg, that is, BAIC Ruixiang BJ1030XMV1T-1 truck chassis, Boteng M3 cab, allowed to ride 2 people, width 1.73 meters, wheelbase 3.2 meters, rear twin drive form, standard small card products, front 6 rear 5 leaf spring suspension, equipped with Harbin Dong'an power 1.6L, 122 horsepower or Wuling Liu machine 1.6L, 124 horsepower gasoline engine, the maximum speed of 110km/h. The chassis was declared at the same time as the BJ5030CCYXMV1T-1 barn conveyor, forming a total length of 5.58 meters, a cargo box length of 3.71 meters, a maintenance mass of 1.64 tons, a load mass utilization coefficient of 0.68, and a fuel consumption of 8.1L/100km.
In addition to the GVW = 2439kg of the chassis of the five-pointed star T1 series BAW1020P1B51D truck manufactured by BAIC, the remaining four models continue to be occupied by Shangtong Wuling, which happens to be Max-Min, which can also peek into its "king of micro-cars" industry status. Both are Wuling Rongguang new card series, GVW Max and Min are 2300kg and 2495kg, both have double-row / single-row seat cab optional, the width of the car is 1.76 meters, the quasi-occupancy is 2+3/2 people, the wheelbase is 3.35 meters, the load quality utilization coefficient is 0.75/0.67 and 0.81/0.73, the front independent rear 6 leaf spring suspension, the rear single tire drive form, the use of Shangtong Wuling 1.5L, 102 horsepower gasoline engine, the maximum speed of 115km/h, fuel consumption 7.3L/ 100km。
There are two "special models" in this batch, both of which are the first declaration of the 354th batch of public announcements of the Ministry of Industry and Information Technology, including: Beiqi Foton Times Pilot S1 series BJ1035V4AV6-16 truck chassis, due to the use of double-row seat cabs, the previous number of prospective passengers declaration should be an operational error, this correction is 2 + 3 people. The other is the chassis of Sinotruk Haixi Haoman Pioneer ZZ1048F17ZBEV0 pure electric truck, and the Xiamen Yingling drive system is the first time in the industry to match, or to supplement the parts certification report. Recently, Xiamen Winling and Shaanxi Tongjia signed a new energy vehicle purchase and sales cooperation agreement, aiming to purchase van cold chain logistics vehicles and series models (which should be "Electric Bull N" derived from the traditional micro-surface of Shaanxi Tongjia Fujia), and at present, it is also an enterprise that hopes to profit from the new energy city distribution logistics market. (End)
Photo: C3