Since 2022, the domestic heavy truck sales have continued to decline due to various adverse factors. However, under the active promotion of the strategic goal of "dual carbon", the sales of new energy heavy trucks have risen sharply, "soaring" all the way. Among them, as the most concerned new energy heavy truck, the electric heavy truck is increasingly favored by the terminal market. It not only contributes a bit of highlights to the whole heavy truck market, but also adds a bit of innovation to the depressed heavy truck market.
Recently, the Ministry of Industry and Information Technology successively released the 363rd and 364th batch of new cars, 175 new energy heavy trucks participated in the declaration, 55 of which were replaced by pure electric heavy trucks, accounting for 31.43%. It can be seen that the electric replacement pure electric heavy truck has attracted much attention from the market.
So, what are the highlights of the electric replacement heavy trucks declared in the 363 and 364 batches of new cars? Which models have the most applications?
Electric replacement pure electric heavy truck is becoming a new growth engine
Why can the plug-in pure electric heavy truck become a new growth engine in the new energy heavy truck market? The author believes that there are four major advantages of the replacement type pure electric heavy truck.
First of all, the operation efficiency of users needs to be changed. Nowadays, more and more electric heavy trucks are used in fixed routes and scenes such as steel plants, ports, power plants, and urban infrastructure. With the maturity of the commercial operation mode of the integrated mode of charging and changing electricity, the freight efficiency is rapidly improved, and the scope of implementation is becoming wider and wider. Therefore, it can be said that the power change mode is an efficient way to help heavy trucks to achieve "curve overtaking" on the electrified track.
Secondly, the sales mode of electric heavy truck with car electricity separation can bring real benefits to users. After interviewing the leaders of several battery replacement pure electric heavy truck enterprises, the author learned that most of the battery replacement pure electric heavy truck products use the vehicle electricity separation sales mode. For users, the initial cost of car purchase is greatly reduced, and there is no need to consider the problem of battery decay, to avoid the cost increase caused by battery replacement in the later period of car use. At the same time, the battery replacement speed of the battery replacement type pure electric heavy truck is very fast, even the whole process of power replacement can be completed in less than 2 minutes. Therefore, the time for users to supplement energy in the operation process is greatly shortened.
Third, the electric replacement pure electric heavy truck makes users no longer worry about the mileage. Since the vehicle and electricity are separated, users will no longer pay more attention to whether the vehicle's endurance can meet the operational requirements. In addition, the power station has professional personnel for battery maintenance, which greatly enhances the battery life and ensures the endurance mileage. With the operation of power exchange stations across the country, the power exchange mode is more convenient for users.
Fourth, many places across the country have introduced relevant support policies for the replacement of pure electric heavy trucks. For example, Beijing encourages the construction of integrated charging and changing stations and the development of vehicle electricity separation mode; Shanghai will give 30% of the financial subsidy to the power exchange station and power exchange equipment; Many places such as Guangdong, Guangxi and Hunan encourage the further application of the power exchange mode in the fields of mines, ports, urban logistics and distribution, and promote the commercial operation of power exchange... All these will further benefit the further development of this market segment.
Nearly 70% of Nanjing Jinlong's 31 ton models ranked first
So, which new energy heavy truck enterprises have participated in the new vehicle declaration of the 363 and 364 batches of 55 electric replacement heavy trucks?
When making statistics on the 363rd and 364th batch of electric replacement pure electric heavy trucks, the author found that 28 enterprises, including Nanjing Jinlong, Sany Automobile, China National Heavy Truck, Dongfeng Liuqi, and Hanma Technology, had declared electric replacement pure electric heavy trucks. Among them, the number of Kaiwo brand electric replacement heavy trucks declared by Nanjing Jinlong is the largest, up to 6 models; Next is Hanma Technology, which has applied for 5 models; The Haowo brand produced by Sany Automobile and Sinotruk Jinan Truck respectively applied for 4 models; Dongfeng Liuqi, Anhui Jianghuai, Suzhou Jinlong, Zoomlion and other new energy heavy truck enterprises declare different quantities of conventional heavy trucks and special vehicles.
From the perspective of declared models, the number of declared models of conventional heavy trucks is the largest, with 38 models. Among them, the number of declared electric dump trucks (including chassis) is the largest, up to 20 models; Secondly, there are 11 types of electric traction vehicles; Seven types of chassis of electric replacement pure electric truck were declared.
Specifically, among the 20 types of electric dump trucks (including chassis), China National Heavy Truck Jinan Truck and Hanma Technology produced the largest number of remote licensing applications, 4 for each; Kaiwo brand produced by Nanjing Jinlong, Chenglong brand produced by Dongfeng Liuqi, Haoman brand produced by Fujian Haixi of CNHTC and Sany Automobile respectively applied for two models; Suzhou Jinlong, Hubei Xinchufeng, Zhongyue brand produced by Hubei Century COSCO and Wanshan brand produced by Hubei Sanjiang Aerospace respectively apply for one model. Among these declared models, 31 tons × 4 models are the most, 14 models all adopt this driving mode, 25t 6 × For 4 models, 6 models shall be declared.
Among the 10 types of electric replacement pure electric tractors declared, Nanjing Jinlong Kaiwo has declared the largest number of three models, Shaanxi Automobile Heavy Duty Truck has declared two models, Anhui Jianghuai, Haowo produced by Chengdu Ace of CNHTC, Long distance produced by Hanma Technology, Wanshan produced by Hubei Sanjiang Hangtian, Xugong Automobile and Sany Electric Technology have respectively declared one model. And most models use 6 × 4 Drive mode (only 4 models are 18 tons 4 × 2 models).
Among the seven chassis models of trucks declared, except for two models declared by Jirui United Heavy Industry, Sany Automobile, Hubei Xinchufeng, Kaiwo brand produced by Nanjing Jinlong, Zhongyue brand produced by Hubei Century COSCO and Wanshan brand produced by Hubei Sanjiang Aerospace each declared one model. Except for Zhongyue brand and COSCO brand, it is 25t6 × Except for 4 models, other models are 31 ton 8 × 4 Model.
Among the 17 types of electric replacement type pure electric special heavy trucks, the electric replacement type pure electric concrete mixer truck is the main type, and 11 types of vehicles have been declared. The number of electric replacement type pure electric dump truck, electric replacement type pure electric carriage detachable garbage truck, and electric replacement type pure electric cleaning truck is not very large, which are 4, 1, and 1 respectively.
In addition, among the 55 models of electric heavy trucks, 31 ton models are the most, up to 36, accounting for nearly 70% of the 363 and 364 batches of electric heavy trucks. 15 models of 25~26t vehicles have been declared (including 2 models of 26t 6 × 4. All electric traction vehicles are Kaiwo brand produced by Nanjing Jinlong), and there are only four 18 ton models. Among these models, the 25t model is the main type of electric tractor, the 31t model is the main type of electric dump truck (including chassis) and the 31t model is the chassis of electric truck, and the 31t model is the special heavy truck for electric truck.
400~500 horsepower models are the most popular, with the top supporting facilities of Top 100
In the 363rd and 364th batch of new cars, the drive motors for the replacement pure electric heavy truck models are also interesting. There are 26 motor models produced by 20 enterprises.
Specifically, in terms of the model of drive motor, Suzhou Green Control drive motor is one of the enterprises with the largest number of motor models in the 363 and 364 batches of declared models of public exchange type pure electric heavy trucks. Four types of motors are respectively suitable for eight 18 to 31 ton exchange type pure electric tractors, exchange type pure electric dump trucks (including chassis) and exchange type pure electric cleaning vehicles, with the maximum output power covering 250 to 405kW (340 to 551 horsepower).
Among the 55 types of drive motors equipped with electric replacement type pure electric heavy trucks, the most selected one of all models of TBK TZ400XSTPG34 drive motors, and 10 models are equipped with this motor. The peak power of this motor reaches 360kW (490hp), which is mainly suitable for 18~31t vehicles (mainly 31t vehicles). It includes two electric replacement pure electric tractors, two electric replacement pure electric dump trucks, two electric replacement pure electric truck chassis, two electric replacement pure electric concrete mixer trucks and one electric replacement pure electric dump truck. It can be seen that TBC's drive motor has a wide range of adaptation and application scenarios.
In terms of horsepower segment and power, the range of 400~500 horsepower segment has the largest number of declared models, with 11 driving motors supporting 31 models (all of which are 490 horsepower); The second is in the range of 500~600 horsepower. There are a total of 11 types of drive motors supporting 24 models (the largest number of 557 horsepower drive motors supporting 13 models). According to different operation scenarios and working conditions, other models choose the power in the range of 200~300 horsepower and 300~400 horsepower respectively.
Concluding remarks
At present, the development of the market segment of electric heavy trucks is becoming increasingly hot, which is easy to find in both the terminal market and the orders of enterprises. Moreover, not only the traditional heavy truck enterprises are continuing to research and develop electric replacement pure electric vehicles, but also Nanjing Jinlong, Chengdu Bus and other bus enterprises have stepped forward to take a share in the electric replacement market, which is enough to prove that the "big men" in the commercial vehicle industry are optimistic about this market segment.
With the iterative updating of the technology of the electric replacement heavy truck and the continuous expansion of the market scale, it is believed that the electric replacement heavy truck will gradually become the new engine of the new energy heavy truck market, promoting the development of the entire heavy truck and commercial vehicle market in a broader direction.
