Recently, in the announcement of the 360th batch of new vehicle application issued by the Ministry of industry and information technology, there are 24 types of tractor chassis on the list, including 4 "national six" models, all of which are diesel powered chassis; There are 20 chassis types of new energy tractors, including 9 electric pure electric tractors, 4 pure electric tractors and 7 fuel cell tractors.
Since 2022, the Ministry of industry and information technology has issued nine batches of new car publicity. Except for one batch in June (supplementary publicity, 358 batch), the other months are routine monthly. In these 9 batches of publicity, a total of 244 tractor chassis were declared, including 97 "national six" and 147 new energy models, "national six" accounted for about 40%, and new energy accounted for about 60%. Behind the "unbalanced" ratio between "national six" and new energy, it reveals that the market trend has been obvious, and which products in the new energy tractor market are more favored by the market?
Highlight 1: the new energy tractor continues to be popular, and the "national six" tractor needs to "cool down"?
The nine batches of new vehicles announced this year, from the 352nd batch to the 360th batch, "national six" tractors and new energy tractors have a very different trend in the number of applications.
The number of "national six" tractors started in 2022 with a high starting point of 17 types. After the decline in the number of applications in the off-season of the Spring Festival in February, the number began to rise in March, and reached a peak in June (22 items were applied in the 357 and 358 batches). In July and August, the number of applications was less than 10 for two consecutive months and the number showed a downward trend.
New energy tractors start 2022 with a relatively low number of 9 types. After the off-season of the Spring Festival in February, the number of applications increased significantly to 25 types in March, remained at 20 types in April and may, and reached a peak in June (27 types in the 357 and 358 batches). It continued to be popular in the second half of the year. The number of applications in July and August was not less than 18 and showed an upward trend. In addition to January, the number of new energy tractors declared for seven consecutive months exceeded the number of "national six" tractors. The cumulative number of new energy tractors declared from January to August this year was 50 higher than that of "national six" tractors.
The trend of new vehicle declaration reflects the different market demand situation faced by traditional power tractors and new energy tractors. From January to July this year, the sales volume of the overall tractor market was 194700, a year-on-year decrease of 66%, while the sales volume of the new energy tractor segment market was 6759, a year-on-year increase of 444%. Although the share is not large, it has a very broad market prospect driven by the national "double carbon" strategy.
Highlight 2: 25 enterprises compete for the new energy tractor market led by Yutong / Kaiwo / Hongyan / Jiefang / Dongfeng / Sany
In terms of power type, among the 147 new energy tractors declared this year, 112 are pure electric tractors, 31 are fuel cell tractors and 4 are plug-in hybrid tractors. Among the 112 pure electric tractors, there are 74 electric tractors.
From the perspective of enterprises, these 147 new energy tractor products come from 25 different enterprises, including traditional heavy trucks and old brands, as well as cross-border new power enterprises. Five enterprises reported more than 10 items. Yutong has the most heavy trucks and is the most active. Almost every month, it has declared 16 new energy tractors; There are 13 Kaiwo cars, 12 SAIC Hongyan cars, and 10 FAW Jiefang and Sany Heavy Trucks. Three enterprises reported 9 items, namely XCMG, sinotruk and Hanma technology. Dongfeng commercial vehicles of Dongfeng series, Dongfeng Huashen and Dongfeng Liuqi Chenglong have respectively declared 7, 6 and 5 types, and Shaanxi Automobile heavy truck and Shaanxi Automobile commercial vehicles of Shaanxi Automobile series have respectively declared 4 and 5 types.
In addition, enterprises applying for new energy tractors this year also have 6 Long March vehicles, 4 Futian and union trucks, 3 Dayun heavy trucks, 3 beiben heavy trucks, Xiamen Jinlong and Suzhou Jinlong, 2 Sanhuan commercial vehicles, 1 Jianghuai, Foshan Feichi, Hubei xinchufeng and Hubei century COSCO.
Although the sales volume of new energy tractors has increased significantly year-on-year and occupies half of the new energy heavy truck market, the layout rhythm of each enterprise is different. From the perspective of this year, Yutong, Kaiwo, Hongyan, Jiefang, Sany, XCMG, SINOTRUK, Hanma technology, etc. are determined to win the new energy tractor market and make great efforts to promote new products. Among them, Hanma technology has won the sales champion of new energy tractor for four times this year; Yutong may be the strongest disruptive force in the new energy tractor market in the future. At present, it has not entered the top ten new energy tractor sales from January to July 2022, but the number of new vehicle applications is leading in the industry. In July this year, its new energy commercial vehicle base with a total investment of 8.5 billion yuan was put into operation, showing its ambition in the new energy track.
Point 3: the number of electric tractors is the largest! Hongyan / Hanma technology / XCMG / Jiefang power
In the new energy tractor market, the most popular model is the electric pure electric tractor. In the publicity of the 352nd batch to the 360th batch of new vehicles, a total of 74 electric tractors were declared, accounting for about 50.3% of the new energy tractors. This means that for every 2 new energy tractors declared, one is electric.
From the perspective of enterprises, these 74 electric traction vehicles come from 23 enterprises, and 25 new energy traction vehicle enterprises were listed in the first nine batches of publicity this year, which means that 92% of enterprises have declared electric traction vehicles, which shows the popularity of electric traction vehicles in the new energy traction vehicle market. Specifically, SAIC Hongyan declared the largest number of electric traction vehicles, with 10 types; The second is Hanma science and technology, with 8 applications; XCMG and Kaiwo ranked the third place, with the number of applications being 7; Liberation ranks fourth, with 6 items; Yutong ranks fifth, with 5 models.
Among them, the 360th batch of public declared 9 types of electric traction vehicles, accounting for 45% of the new energy traction vehicles in this batch. Jiefang applied for the largest number of electric traction vehicles, including 3 types, of which 1 is equipped with FAW's independent motor, with a power of 420kw (equivalent to about 571 horsepower), and the remaining 5 electric traction vehicles are from heavy duty truck, Futian, Yutong, Suzhou Jinlong, Kaiwo and Shaanxi Automobile heavy truck.
Highlight 4: 16 enterprises layout fuel cell tractors! Shandeka gold standard c9H new car eye-catching
Hydrogen energy is known as the ultimate solution of energy in the 21st century. It has gradually become the consensus of the industry to gradually replace the traditional fuel heavy truck with hydrogen energy heavy truck in the long-distance heavy-duty field. Under the national "double carbon" strategy, the scope of demonstration and application of hydrogen fuel cell vehicles in urban agglomerations is gradually expanding, and more and more heavy truck brands choose to enter this segment.
In the publicity of the 352nd to 360th batch of new cars released by the Ministry of industry and information technology this year, 31 fuel cell tractors were listed from 16 different enterprises, accounting for 21% of the total number of new energy tractors. Among them, 21 fuel tractors were declared in the first half of the year, with an average of 3.5 declared per month, the most in June, reaching 8; In the second half of the year, 10 fuel cell tractors have been declared, with an average of 5 declared each month. In August, the number of declared vehicles reached 7, becoming the second peak in the year. In this way, the market heat of fuel cell tractors is still rising.
From the perspective of enterprises, Dongfeng Huashen has the most, and has applied for 5 fuel cell tractors; Sany, Yutong and Kaiwo ranked second, and each declared three fuel cell tractors; Jiefang, Futian, Universiade, Long March and Suzhou Jinlong declared 2 fuel cell tractors; Heavy duty truck, Dongfeng commercial vehicle, Foshan Feichi, Xiamen Jinlong, Shaanxi Automobile commercial vehicle, Dongfeng Liuqi and Yutong respectively declare one item.
In the 360 th batch of publicity, the seven fuel cell tractors on the list came from seven different enterprises, namely, heavy truck, Dongfeng commercial vehicle, Futian, Sany, Foshan Feichi, Xiamen Jinlong and Kaiwo. Among them, the fuel cell tractor declared by sinotruk adopts a new generation of shandeka c9H cab, equipped with self-produced motor, and the fuel cell system is from Weichai Power. As is known to all, c9H is a new generation of high-end vehicle launched by sinotruk. It was unexpected that the fuel cell version of the new energy vehicle was launched so soon. It can be seen that its new product was launched so quickly.
Conclusion
Under the "cold winter" of the market, the market demand for traditional tractors is weak. Each heavy truck manufacturer focuses more on the field of new energy tractors to cushion the market pressure. Based on the analysis of the first nine batches of new vehicles announced this year, we found that the number of electric tractors declared accounted for half of the country, and the number of seven fuel cell tractors listed in the 360th batch of new vehicles has exceeded the number of five months in the first half of this year.
From the perspective of enterprises, new power enterprises such as Yutong and sany have a strong firepower in the new energy heavy truck market, while mainstream heavy truck enterprises such as Jiefang, Dongfeng, heavy truck and Hongyan have also accelerated their transformation. Who will be the final winner in this market competition between old strength and new strength?
