The first quarter of 2024 has just passed, and the number of gas heavy truck terminals has recovered rapidly after a slight contraction during the Spring Festival. From 2023 to the present, it is not difficult to find that the start of gas vehicles in the first quarter of this year has increased by 154.66% year-on-year. The huge economy brought by low gas prices has attracted groups of cardholders to "switch from oil to gas".
According to the analysis of the terminal launch volume of the truck E-family data center, the terminal market of gas heavy trucks shows the rise of new scenarios such as dumping, the increasing proportion of high horsepower, and the intensification of brand competition. Let's take a look at the truck e-family analysis.
The main gas is sold in the central and western regions, and Shaanxi Automobile Heavy Truck develops the gas dump truck scene!
Entering the "Golden Three, Silver and Fourth" car buying season, the demand for car purchases at the market terminal has rebounded significantly, and the new cars operated by the terminal have been launched at the beginning of the peak transportation season.
In the field of gas vehicles, in March, more than 19,000 terminals were realized, making the market penetration rate of gas heavy trucks exceed 70% for the first time.
Looking at the online areas of gas heavy trucks, they are concentrated in Liaoning, Shandong, Hebei, Henan, Sichuan, Ningxia and Shanxi. At a glance, they are all "old acquaintances" of the gas market, and it seems that the promotion of the gas vehicle market is still affected by the region.
It is worth mentioning that Shaanxi Automobile Heavy Truck has made a breakthrough in a new scene in Xinjiang, and gas dump trucks were sold in this quarter. At the annual business meeting at the end of last year, various brands launched gas trucks, which also broke the ice in the first quarter. According to the general trend of this year's gas market, it will definitely drive the "niche" subdivisions such as cargo and dumping, and achieve a slight growth in terminals.
The effect of liberating the terminal has been achieved, and the gas heavy truck is focusing more and more on the head
After the terminal promotion in the first quarter, the leading brands of gas vehicles have achieved a significant proportion of growth. Even in the second half of last year, the market frantically "bought" gas vehicles, and the wave of oil for gas was still frenzied.
According to the analysis of the terminal launch volume of each brand, in March, Jiefang Super Heavy Duty Truck reached the first place in the monthly launch volume, which is related to the liberation of the carpet NG model promotion activities in Shanxi, Liaoning and Hebei in March. Positive end-of-line marketing has finally brought positive feedback. It can be found that the competition pattern of gas models is also increasingly converging towards the head, forming a situation where four dominate and eat away at the market share of other brands.
The share of Weichai gas engine has increased again, and the high horsepower is unstoppable!
If the competition for terminal share between brands is still a bit fierce, then in the field of gas engines, a three-legged and one-footed pattern has been formed. In particular, Weichai has made further progress in the competition for the market share of gas engine terminals, especially in the horsepower range of 480-520, which has performed very well and won the recognition of the terminal market.
With its good market reputation, Xichai has also increased its share to a certain extent, and has achieved terminal online growth in the 600+ high-horsepower range. According to the data analysis of the truck E family, the "high-horsepower advancement" of the gas vehicle market has come, and the sales of gas vehicles below 500 horsepower have accounted for less than 1% for three consecutive months, and the number of models above 500 horsepower is rising.
It is worth noting that in the high-horsepower range, the number of models in the 520-540 hp range has plummeted to 20 units. Combined with the online area, it is found that the working conditions of most express express and trunk lines tend to be more in the 540-horsepower range, while the LTL bulk cargo and resource transportation are concentrated in the 460-500 horsepower range.
Looking at the performance of gas heavy truck terminals in the first quarter, first of all, it is certain that the demand is strong, combined with the cyclical trend that natural gas prices are about to stabilize, the truck E family is optimistic about the gas vehicle market in the next quarter. In particular, the trunk line and long-distance market for high-horsepower models can still be vigorously developed, and the "outcropping" of the dump and cargo gas vehicle market also means that the original resource transportation market tends to be saturated, and creating a new "oil for gas" scenario is the key for each brand to increase its share and increase the number of terminals online.