Interpretation of the 353rd batch of new energy heavy truck announcement of the Ministry of Industry and Information Technology: the most eye-catching sanitation truck, dump truck

2022-04-24 0 By

On February 11, 2022, the Ministry of Industry and Information Technology issued the Announcement on Road Motor Vehicle Manufacturers and Products (batch 353), which is the first batch of new car product announcements issued by the Ministry of Industry and Information Technology since the Spring Festival of 2022.Among them, 194 models of 96 enterprises have applied for new energy vehicle products, including 139 new energy special vehicles, 32 new energy buses and 23 new energy passenger vehicles.It is worth noting that in this batch of 139 new energy special vehicles, there are new energy heavy truck 71 on the list, compared with the 352 batch of 94 announced decreased by 24.5%, accounting for more than half of the new energy special vehicles (51.1%).Among them, 35 new energy sanitation trucks (including washing trucks, cleaning trucks, sprinklers, dust suppression trucks, all kinds of garbage trucks, etc., the same below), new energy logistics trucks (including tractors, dump trucks, and cargo trucks, the same below), and new energy engineering trucks (including mixing trucks, all kinds of special engineering vehicles, etc., the same below) are on the list.So what are the characteristics of the new energy heavy truck type listed in this batch of announcements?Characteristic one:According to the use of the target market, new energy sanitation heavy card ranked 35 at the top of the list, the most rapid growth rate (45.8%), accounting for nearly 50%, the performance of the most “bright” in the 353 batch of announcement, according to the use of the target market, new energy sanitation heavy card led new energy heavy card market segments, accounting for nearly half of the country (49.3%),And the proportion increased by 23.8 percentage points, the increase is also the largest, it can be seen in this batch of new energy heavy truck application number decreased (-24.5%), new energy sanitation vehicles have bucked the trend.Therefore, it can be considered that the new energy heavy truck sanitation vehicle is the most “eye-catching” model in the announcement of this batch of new energy heavy truck.The author analyzes the main reasons as follows: First, with the promotion of the “double carbon” strategy, public sector vehicles such as sanitation are the first field to be practiced.Second, new energy heavy truck sanitation vehicles are generally uniformly purchased by local government departments, and both fund raising and promotion and application are uniformly arranged by local governments. The market risk is small, so general car companies prefer new energy heavy truck sanitation market.Feature 2:61 types of pure electric heavy trucks (including ordinary charging and electric switching, the same below) were listed, down 22.8% from the previous month, accounting for 86%, occupying the dominant position of new energy heavy trucks divided by technical route. The number and proportion of all types of new energy heavy trucks listed in the 353rd batch of announcements:As can be seen from the chart above, 61 types of pure electric heavy trucks are listed, occupying the dominant position of new energy heavy trucks, and the proportion increased by 2 percentage points from the previous month, indicating that the dominant position is strengthening.Mainly because pure electric products are completely independent of fuel, relatively mature technology, and low operating cost, not only in line with the national double carbon strategy, but also easy to be accepted by end customers;Fuel cell heavy truck on the list of 10 models, accounting for 14%, in a subordinate position, and accounted for 2 percentage points less than the previous month.Hybrid heavy trucks did not make the list.Due to the hybrid heavy truck can not completely get rid of fuel dependence, and it is difficult to solve the lightweight problem of the vehicle itself, so the new energy heavy truck market is basically in the “cold” state.Feature 3:15 electric convertible heavy trucks on the list, down 16.7% from the previous month, but the proportion of pure electric heavy trucks increased by 1.1%As is shown in the chart above, the vehicles listed on the list of electric replacement heavy truck are on the rise relative to the overall pure electric heavy truck, while the situation on the list of ordinary charging heavy truck is the opposite.The main reason is that the replacement efficiency of electric heavy truck is higher than that of ordinary charging heavy truck, and it can solve the range problem in closed application scenarios. At the same time, the replacement heavy truck can also realize the business model of “vehicle-electricity separation”, which can reduce the cost pressure of customers buying pure electric heavy truck (only bare car can be purchased, and the battery can be rented).However, it still faces many difficulties, such as difficult construction of electrical changing station, inconsistent battery standards and immature electrical changing technology. Therefore, the current market scale of heavy truck in electrical changing mode is still small, and its proportion in pure electric heavy truck is still less than that of ordinary charging products.Characteristics four: according to the division of models, new energy dump truck on the list of 12, the first 353 batch of announcements on the list of all kinds of new energy heavy truck number and proportion of statistics on the chart, in the 353 batch of announcements on the list of all kinds of new energy heavy truck, new energy dump truck on the list of 12, accounting for 16.9%, the first;Followed by new energy cleaning cars, 10 on the list, accounting for 14.1%;Again, 9 new energy cleaning vehicles were listed, accounting for 12.7%;The fourth is new energy tractors and all kinds of new energy garbage trucks are listed 8, accounting for 11.3%;Other types of new energy special vehicles accounted for less than 10%.In the 353rd batch of new energy heavy truck announcement, a total of 27 auto companies participated in the declaration of 71 new energy heavy truck models on the list, and the TOP10 accounted for more than half of the total.Among them, eight sany cars were listed, accounting for 11.3%.Ranked first;Foton motor, Dongfeng Motor, Zto new energy vehicles are listed 5, accounting for 7%;Other car companies on the list are under 5.In summary, the 353rd batch of announcements on the list of new energy heavy trucks, new energy sanitation vehicles on the list of 35, both sequential growth or accounted for the largest, the most “bright” performance;According to the technology route, pure electric vehicles occupy the absolute dominant position of new energy heavy truck, and this position is strengthening, among which 15 electric heavy truck on the list of steady development momentum;From the model point of view, new energy dump truck, new energy cleaning car, new energy cleaning car, new energy tractor and all kinds of new energy garbage truck ranked the top four, the number of listed accounted for more than 10%;From the perspective of participating car enterprises, sany ranked first with 8 models, and the TOP10 accounted for more than half of the country.It is hoped that the above interpretation can bring certain reference to the next planning and layout of new energy heavy truck products for relevant automotive enterprises.