The operating model has remained unchanged for many years. When will new energy light trucks enter the second half?

Using new energy and overtaking in corners to realize the transformation of China's automobile power into a powerful country has become the common sense of my country's automobile industry. In the field of commercial vehicles, the annual sales volume of new energy trucks was only three digits in 2013 and soared to 70,000 units in 2017. After that, new energy trucks showed a cliff-like decline. In 2019, the sales volume of new energy trucks was 25,000. Compared with the peak, the sales volume shrank by nearly 10,000 units. 2/3. In the first half of 2020, domestic sales of pure electric trucks were 7,182 units, a year-on-year decrease of 48% and continued to decline.

2020 coincides with the final year of the 13th Five-Year Plan. Judging from the development changes of pure electric light trucks in the past five years, competition has tended to be "stable". On September 20, 2020, the "2020 China International Intelligent Network and New Energy Commercial Vehicle Conference" was held at the Airport International Expo Center in Nanjing, Jiangsu. At the exhibition, the editor found nearly 10 pure electric light truck exhibits.

Specialization and stability? Logistics electric light trucks are emerging

At the exhibition, among the electric light trucks, there was one special vehicle, four small trucks, and four light trucks. Compared with gasoline vehicles, electric vehicles are criticized by the market for their high cost and imperfect after-sales services, which are also obstacles for users to choose electric light trucks. Electric light trucks at the Nanjing Exhibition

Due to the policy requirements for the proportion of new energy models in the procurement of official vehicles, the main application scenarios of domestic early new energy light trucks were dedicated vehicles, such as municipal engineering vehicles represented by the Environmental Sanitation Group. host. At this stage, BYD, a crossover player, entered the new energy truck market and made its mark in the 2015 September 3 military parade. BYD T7 Special Purpose Vehicle

In the past five years of market development, traditional light truck giants such as Dongfeng Light Truck and Foton have successively entered the new energy special vehicle market, bringing many products to the new energy light special vehicle market.

At the same time, with the advantages of subsidy policies and road rights, market demand for logistics electric light trucks has emerged. Especially in short-distance transportation, Chongqing Rich has been ranked first in sales for many years due to its small body and strong passability. Following this, there has been an increase in electrification of small truck models such as Changan and Jianghuai, as well as the entry of new UFO vehicles. Flying Saucer Electric Light Truck

During the 13th Five-Year Plan period, many electric light trucks entered the market, but the high price has become the biggest pain point for end users.

Battery cost reduced by 2/3? The vehicle price is still difficult to impress users

When using electric vehicles, the unavoidable topic is the battery. At the Nanjing exhibition, the editor discovered that electric light trucks Although the models belong to seven different brands, they all use lithium iron phosphate batteries.

In this regard, a technician at the BYD booth explained: "Although the energy density of lithium iron phosphate is smaller than that of ternary lithium, the cycle life, safety and charging efficiency of lithium iron phosphate are very good. For light truck and short-distance transportation, users need stability, safety, and high efficiency. In these dimensions, lithium iron phosphate can better satisfy users than ternary lithium."

"Around 2015, lithium iron phosphate can satisfy users better. The cost of the battery was 3,000 yuan/KWH, and now the price has dropped to 1,000 yuan/KWH. In other words, the cost of the battery has been reduced by 2/3 compared to 5 years ago. "In the view of Changan Yueyu technicians, the battery is the main component of electric vehicles. Although the cost has dropped a lot now, it is still very difficult for end users to purchase electric light trucks without subsidies. Changan Yuewang 1

Take Changan Yueue as an example. The small truck exhibited at the exhibition uses a 41.8KWH lithium iron phosphate battery and sells for 100,000-120,000. Compared with the same oil truck, It’s about 40,000-50,000 yuan more expensive, and the excess price is exactly the same as the battery cost.

It is difficult for end users to purchase electric light trucks. Except for municipal engineering vehicles, who actually purchases logistics vehicles? The editor found that the operating model of electric logistics vehicles has not changed for many years. Before the critical point of price competitiveness between electric vehicles and gasoline vehicles arrives, it will be difficult for electric light trucks to be promoted on a large scale.

Electric light trucks are leased and sold? The time has not come for the market to break.

At present, the logistics light truck market is mainly digested by leasing companies, logistics platforms and some light truck 4S stores. Logistics platforms are mainly for self-use, while leasing companies and 4S stores are mainly for leasing and selling.

In the leasing and sales model of electric light trucks, the entire industry chain of electric light trucks has experienced multiple rounds of reshuffles during the 13th Five-Year Plan period. There are operating companies that have gone bankrupt and delisted, and there are parts manufacturers that have come back from the dead.

The biggest news is Shenzhen Waterma Battery. In 2013, the China Waterma New Energy Vehicle Industry Innovation Alliance was established. By integrating the upstream and downstream of the truck industry, it promised that the vehicles in the alliance would be roadworthy. sales, striving to gain a foothold in new energy commercial vehicles.

Just as domestic commercial vehicle OEMs successively joined the alliance, Waterma Battery was caught in a fraud scandal in 2018. In 2019, it was reported on the Internet that the largest new energy truck leasing company in the country, With a debt of 19.7 billion, the company went bankrupt and suspended operations, and more than 20 listed companies were implicated. For a time, the digestion of domestic new energy trucks became a mystery. Similarly, Chengdu Yajun New Energy Vehicles, which started out by leasing new energy light trucks, was repeatedly exposed to news of layoffs due to insufficient subsidies and a broken capital chain.

During this period, Nanjing Yuebo Power also turned losses into profits within a year and came back to life due to the spurious market demand for new energy logistics vehicles, which was undergoing major construction projects.

Where are the users of current new energy light trucks? The purchasing power of municipal engineering units is limited and the purchasing power of end users is insufficient. Apart from leasing, no better model has emerged. At the Nanjing New Energy Exhibition, we also found that the exhibitors of new energy light trucks also have one step ahead in their expectations for the future market. Take a look.