In May of this year, one of the proposals made by Ningde Times Chairman Zeng Yuqun during the two sessions was the "Proposal to Promote the Electrification of Vehicles in Public Service Fields such as Construction Machinery and Heavy Trucks to Win the Blue Sky Defence War and Form a Global Industrial Heights." The "Proposal" pointed out that the Nineteenth National Congress of the Communist Party of China clearly proposed to win the blue sky defense war and coordinate the advancement of transportation structure adjustment, and the electrification of construction machinery and heavy trucks is an important measure to win the blue sky defense war.
When discussing the trend of electrification of construction machinery, Shengang Securities stated:
From the supply side, the market conditions for my country's construction machinery and heavy truck electrification are maturing. According to the latest view of Professor Chen Quanshi of Tsinghua University, the favorable factors in the process of electrification of construction machinery and heavy trucks in my country are that domestic power battery companies, including the Ningde era, have strong competitiveness globally.
From the demand side, to win the blue sky defense battle, construction machinery and heavy truck exhaust pollution is serious. At present, there are about 15 million heavy construction machinery and heavy trucks in my country. Most of them use high-power diesel engines. The pollution emission of one heavy truck is approximately equal to 100 small cars. On the other hand, pure electric
The advantages of vehicles such as zero emissions, low noise, and high energy efficiency are in stark contrast to traditional fuel-heavy machinery.
In addition, another important driving force for the electrification of construction machinery and heavy trucks lies in their better economy. Taking coal mine operations as an example, the operating cost of a fuel vehicle in a coal mine mainly includes three aspects, namely fuel cost, labor cost, and tire wear, which account for about 57%,
26%, 17%, fuel expenditure accounted for the largest proportion. After switching to electric vehicles, fuel costs are expected to be reduced by approximately 25%. Scan the QR code below to add the WeChat communication group in the machinery industry. The group provides important information on the prices of upstream raw materials for machinery (medium plate, hot and cold rolled steel, special steel, etc.), machinery industry policies, machinery enterprise dynamics, and machinery market performance.
