Compared with the hot and high-profile new energy passenger car market, the new energy commercial vehicle circuit seems to be looking forward to the emergence of hexagonal warriors.
In June 2022, the retail sales of new energy passenger vehicles reached 532,000 units, an increase of 130.8% year-on-year and 47.6% month-on-month, forming a "W-shaped" trend from January to June. From January to June, domestic retail sales of new-energy passenger vehicles reached 2.248 million, up 122.5% year on year.
However, the new energy commercial vehicle market penetration rate of 6 percent pales slightly compared with 27.4 percent in June. Data show that the penetration rate of new energy commercial vehicles used to be higher than that of passenger vehicles from 2015 to 2018, but since 2018, the development speed of new energy commercial vehicles has been overtaken by new energy passenger vehicles, and the gap has been widening year by year.
The reason behind it, the State Information Center deputy director, senior economist Xu Changming said: "Once the price of the new energy vehicle is 10% lower than the price of the same level of oil vehicles, there will be a good sales growth, the price is 20% lower, the sales have a greater rise." Therefore, compared with the super competitive price of new energy passenger vehicles, the purchase price is much higher than that of fuel vehicles of the same level, which is still one of the important factors hindering the emergence of "super competitive products" of new energy commercial vehicles.
The conclusion is that "the most effective way is to incline the resources of vehicle enterprises to the direction of new energy and increase the positive research and development of new energy models to reduce the initial cost of car purchase."
Data provided by the Commercial Vehicle Committee of China Automobile Dealers Association shows that the number of commercial vehicles in China is close to 40 million, accounting for about 13.24% of the total number of vehicles in the country. However, as the main force of transportation, commercial vehicles have high mileage and large displacement, which not only consume more than 51% of the gasoline and diesel. And it is an undisputed carbon polluter: just one diesel heavy truck emits as much pollution as 306 passenger cars.
Therefore, accelerating the transformation of new energy in the field of commercial vehicles will play a crucial role in the implementation of our "double carbon" goal.
Some experts predict that in 2022, China's commercial vehicle sales will decline by more than 10% as a whole, but the sales of new energy commercial vehicles will increase by more than 50%. The total sales volume is expected to exceed 300,000 units, accounting for about 8% of the total sales volume of commercial vehicles.CAI Tuanjie, director of the Ministry of Transport Service Department, pointed out that during the "14th Five-Year Plan" period, to build a clean and low-carbon green transport service system, accelerate the promotion and application of new energy and clean energy transport equipment, and further clarify the "14th Five-Year Plan" period of new energy vehicles promotion target, by the end of 2025, New energy vehicles will account for 72% of urban buses, 35% of taxis and 20% of logistics.
The huge number of traditional energy commercial vehicles will release a huge space for development in the process of new energy transformation, which is undoubtedly an excellent opportunity for new energy commercial vehicle enterprises. At the same time, the reconstruction of the automobile industry map by new energy vehicles also makes local governments start a new round of competition for strategic heights.
In the era of traditional fuel cars, Henan does not have a strong presence, but in the new energy track, Henan has the tendency to counter the trend. In terms of production capacity, there are 17 vehicle production enterprises in Henan, with an annual capacity of about 1.45 million. In terms of sales volume, in 2021, the automobile sales volume of Henan Province was 1.363 million, ranking the 5th in China. In terms of car ownership, Henan ranks third in China, with more than 23 million vehicles by the end of 2019.
It can be seen that production capacity, sales volume and ownership are enough to reflect the level and prospect of automobile consumption in Henan, which is one of the advantages of vehicle production and sales, parts production and automobile aftermarket development.
The second advantage is the completion of the whole industry chain of new energy vehicles from raw materials, core parts, vehicles, supporting equipment and so on. In this industrial chain, there are battery raw material production enterprises represented by polyfluoride, power battery production enterprises represented by ZhongChuang Singapore Airlines, new energy vehicle production enterprises represented by Yutong passenger Car and supporting equipment manufacturers represented by Xuji Electric.
In May 2022, the General Office of Henan Provincial People's Government issued the Guiding Opinions on Further Accelerating the Development of New Energy Automobile Industry (hereinafter referred to as the Guiding Opinions) to seize the opportunity of national fuel cell vehicle demonstration application and accelerate its integration into the national development pattern of new energy automobile industry. It clearly stated that Zhengzhou will be the center to develop the vehicle industry. Focus on the development of new energy passenger cars, passenger vehicles, trucks; Localities with a good industrial base will focus on developing supporting industries, introduce and cultivate leading enterprises of core parts and components, and strive to build new energy automobile industry bases with national influence.
Based on the deep integration of the double industrial chain of intelligent network connection and new energy, Yutong Group, already the industry leader, has formed the "12345 core advantages" of 1 engineering technology center, 2 listed companies, 3 chain coupling collaboration, 4 vehicle factories and 5 parts bases.
It is especially worth mentioning that in terms of new energy and intelligent network, Yutong's industrial chain has covered natural resources and materials in the upstream, core parts in the middle stream, and vehicle and application markets in the downstream, involving hundreds of enterprises. Among them, the intelligent network industrial ecology covers 44 local enterprises in Henan Province, continuously improving the localization ratio of supply chain.
Such Yutong, just like the hexagon warrior, undoubtedly has the comprehensive quality to become the top stream of the new energy commercial vehicle circle.
Catalyzed by policies, industrial chains and demands, the new energy industry is making every effort to show its full potential. It also undisputedly shows the direction of market demand, capital flow and industrial migration. As long as the direction is clear and the platform and ecology are built with a more open and inclusive industrial development strategy, both enterprises and industries will land on this high-speed track and spread everywhere.
< /p>< /p>This direction is Yutong striding forward direction.
