On May 11, 2024, the Ministry of Industry and Information Technology (MIIT) issued the Announcement on Road Motor Vehicle Manufacturers and Products (Announcement No. 383, hereinafter referred to as the "Announcement of this Batch"), which is the fifth batch of new vehicle product announcements issued by the Ministry of Industry and Information Technology since 2024.
According to statistics, there are 515 product models of new energy vehicle products declared by 194 companies in this batch of announcements, including 425 models of pure electric products from 144 enterprises; There are 66 models of plug-in hybrid products from 35 enterprises; There are a total of 24 models of fuel cell products from 15 companies.
A total of 372 models of new energy trucks were on the list in this batch of announcements, down 13.9% from the 432 models in the 382nd announcement, which is the most subdivided model on the list in this batch of announcements, accounting for 72.2% of the total number of new energy vehicles on the list.
It is worth mentioning that among the models on the list of new energy trucks in this batch, a total of 40 battery-swapping trucks have been listed, which is the same as the 40 models in the previous batch (the 382nd batch), but the proportion has increased year-on-year, indicating that the battery-swapping trucks in this batch of announcements have improved relatively well.
The main characteristics of the 40 battery-swapping trucks on the list in the 383rd batch of announcements are now interpreted.
1. Battery-swapping trucks are the second largest segment of the list with the largest month-on-month increase in the number of vehicles
According to the data of the Ministry of Industry and Information Technology, the number of new energy trucks on the list in the 383rd batch of announcements, the month-on-month growth rate, proportion and proportion of new energy trucks on the list are as follows:
As can be seen in the chart above, according to the technical route (energy replenishment method), among the various new energy truck subdivisions on the list in the 383rd batch of announcements:
A total of 279 charging trucks were on the list, down 17.7% month-on-month, leading all kinds of new energy trucks, accounting for 75% of the total number of new energy trucks on the list in this batch of announcements, ranking first, and accounting for a decrease of 3.5 percentage points month-on-month.
A total of 40 battery-swapped trucks were on the list, flat month-on-month, and the month-on-month growth rate was the second highest subdivision of new energy trucks on the list in this batch (the first highest was a fuel electric truck, and the rest were negative month-on-month), accounting for 10.8% of the total number of new energy trucks on the list in this batch of announcements, ranking second, and accounting for an increase of 1.54 percentage points month-on-month, which is the second largest month-on-month increase in the proportion of this batch of announcements, indicating that the battery-swapping trucks in this batch of new energy truck announcements are now better.
According to the observation and analysis of the electric card, the main reasons are:
First, since the second half of last year, the battery swap models that have occupied the main position of electric heavy trucks (including battery swapping and charging) have shown a gradual downward trend in the status of electric heavy trucks. However, by March this year, the proportion of battery-swapped heavy trucks in electric heavy trucks began to show signs of rebounding.
Second, the battery swap mode itself has the advantages of faster energy replenishment and lower initial purchase cost than charging heavy trucks, and it still has unique advantages in promoting and applying in specific application scenarios, which cannot be replaced by charging heavy trucks.
Third, with the diversification of electric truck application scenarios, the battery swap mode has gradually penetrated into all kinds of new energy logistics vehicles, and the promotion and application of battery swap trucks are becoming more and more extensive, which is irreversible.
Fourth, battery-swapping trucks are an indispensable and important path to accelerate the electrification of trucks in mainland China in the future.
It is based on the comprehensive consideration of the above factors that car companies have increased the declaration of battery-swapping trucks in this batch of announcements.
A total of 32 hybrid trucks were on the list, down 11.1% month-on-month, accounting for 8.6% of the total number of new energy trucks on the list in this batch of announcements, ranking third, and accounting for an increase of 0.3 percentage points month-on-month.
A total of 21 fuel cell trucks were on the list, an increase of 23.5% month-on-month, leading all kinds of new energy trucks, accounting for 5.6% of the total number of new energy trucks on the list in this batch of announcements, ranking fourth, and accounting for an increase of 1.66 percentage points month-on-month.
2. There are 3 battery swap micro trucks on the list, with a net increase month-on-month, which is the segment model with the largest month-on-month increase
According to the data of the Ministry of Industry and Information Technology, according to tonnage, the number of various battery swap truck models on the list in the 383rd batch of announcements, the month-on-month ratio, the proportion and the month-on-month increase and decrease statistics are as follows:
As can be seen from the chart above, in the announcement of the new products of the 383rd batch of battery swap trucks, it is divided by tonnage:
A total of 33 battery-swapped heavy trucks were on the list, down 10.8% month-on-month, leading the growth rate of various battery-swapping trucks, accounting for 82.5% of the total number of battery-swapping trucks on the list, occupying the dominant position, but accounting for a month-on-month decrease of 7.74 percentage points, which is the segment model with the largest month-on-month decrease.
The main reason is that the current application scenarios of the battery swap mode are still in the field of new energy heavy trucks, and the main position of the month has been significantly weakened, mainly due to its weight being eroded by the battery swap light truck and the battery swap micro truck.
A total of 4 battery-swapped light trucks were on the list, an increase of 33.3% month-on-month, accounting for 10% of the total number of battery-swapping trucks on the list, ranking secondary, accounting for an increase of 0.24 percentage points month-on-month, which is the subdivision model with the second largest month-on-month increase. It shows that the current battery swap mode is penetrating into the new energy light truck logistics market.
A total of 3 battery swap micro trucks were on the list, with a net increase month-on-month, accounting for 7.5% of the total number of battery swap trucks on the list, ranking third, accounting for an increase of 7.5 percentage points month-on-month.
It is worth mentioning that the number of battery-swapped micro-cards on the list in this batch announcement is the second-largest batch on the list in the announcement of the Ministry of Industry and Information Technology over the years (the first is the 4 battery-swapped micro-truck models on the list in the 374th batch of announcements), indicating that the current battery-swapping mode is increasing penetration into the new energy micro-truck logistics market.
Further observation and statistics, it was found that the total mass of the three battery-swapping micro truck models on the list in this batch of announcements was 1.4 tons, all of which were declared by Shandong Tangjun Ouling Automobile Manufacturing Co., Ltd. The specific models are: battery-swapping pure electric vending truck ZB5012XSHBEVGDHDP0; Battery-swappable pure electric truck chassis ZB1012BEVGDHDPJ0; The battery-swappable pure electric van truck ZB5012XXYBEVGDHDP0.
It can be seen that the battery swap mode has penetrated into the field of special vehicles (sales trucks), trucks and vans of new energy micro trucks. According to the observation and analysis of electric trucks, the further segmentation of the new energy urban distribution logistics market, electric micro truck logistics vehicles are used more and more, and the scenarios adapted to them are also wider. In the fierce "involution" of the new energy logistics vehicle market, end users have higher and higher requirements for the transportation efficiency of electric micro trucks, and battery swap micro cards can improve transportation efficiency in specific scenarios and better meet user needs, resulting in more and more efforts to penetrate the battery swap mode into the field of various new energy micro trucks.
Third, dump trucks lead, and vans lead the rise
According to the data of the Ministry of Industry and Information Technology, the number, month-on-month growth and proportion of various types of battery-swapping trucks on the list in the 383rd batch of announcements are as follows:
The chart above shows that in the 383rd batch of new battery swap truck announcements, the number of various models on the list, the month-on-month ratio and the proportion are as follows:
A total of 16 battery-swapping dump trucks were on the list, ranking first, an increase of 30.8% month-on-month, accounting for 42.5% of the total number of battery-swapping trucks on the list.
The main reason is that most car companies predict that with the steady development of the national economy, the mainland will increase the launch of new infrastructure projects in the second quarter of this year. In addition, at present, most of the application scenarios of dump trucks are in urban areas, and they are the key models to accelerate the electrification process in various cities in the future, and the battery swap mode is an effective way to accelerate its electrification, so car companies have increased their efforts to declare battery swap dump trucks.
A total of 13 battery-swapped tractors were on the list, ranking second, down 18.8% month-on-month, mainly because the last batch of battery-swapped tractors had the largest number on the list, so this batch reduced the declaration efforts and occupied 32.5% of the total number of battery-swapped trucks on the list.
A total of 3 battery-swapped trucks were on the list, ranking third, down 33.3% month-on-month, accounting for 7.5% of the total number of battery-swapped trucks on the list.
A total of 2 battery-swapping vans were on the list, ranking fourth, with a month-on-month increase of 100%, leading the rise of battery-swapping trucks for all purposes (excluding other models). Mainly in the current new energy logistics and transportation, the demand for vans is increasing.
The number of other models on the list is 1 or less.
Fourth, Shaanxi Automobile brand and remote brand tied for the first place
According to the statistics of the Ministry of Industry and Information Technology, 16 brands participated in the declaration of 40 battery swap truck models on the list in the 383rd batch of announcements. The number of TOP5 brands on the list is now counted as follows (only the brands with more than 2 cumulative numbers on the list are counted):
As can be seen in the picture above, in the 383rd batch of new battery swap truck announcements:
Shaanxi Automobile (Shaanxi Automobile Group) and Yuanyuan (Anhui Valin Automobile) both have 10 models on the list, each accounting for 25% of the total number of announcements in this batch, tied for the first place;
Sany (Sany Automobile) has a total of 5 models on the list, ranking second;
Huoyue brand (Tangjun Ouling Automobile) has a total of 3 models on the list, ranking third;
Kaima brand (Shandong Kaima Automobile) has a total of 2 models on the list, ranking fourth;
The rest of the brands only have one model on the list.
In short, in the 383rd new energy truck new product announcement, the battery swap truck performed better. With the continuous promotion of the "dual carbon" strategy and the acceleration of the process of truck electrification, the penetration of battery swap mode into electric trucks may become more and more intense.