The traditional truck market has been sluggish since 2022. However, under the continuous promotion of the "dual carbon" strategy, new energy trucks have risen against the trend and are highly concerned by the industry.
From the perspective of the indicators that consider the development status of the new energy truck market, in addition to the year-on-year growth rate of terminal sales commonly used in the industry, there is another very important indicator, which is the year-on-year growth rate of installed power batteries for new energy trucks.
The following electric card observation will briefly analyze the current real development status of the various segments of new energy trucks from these two dimensions.
Due to the lag of statistical data, the latest data used below is the terminal registration information from January to July 2022. The terminal registration data from January to August will not be released until mid-to-late September.
. Power battery installation volume: New energy light truck has the largest proportion, accounting for the largest proportion; new energy heavy trucks have the strongest year-on-year growth rate, accounting for the largest proportion, accounting for the largest proportion
Data shows that new energy trucks from January to July 2022 ( The cumulative installed capacity of power batteries including micro-cards, light trucks, medium trucks and heavy trucks is 7912MWh, an increase of 255% from 2230 MWh from January to July 2021.
The installed capacity of power batteries in various new energy markets from January to July 2022 and the year-on-year growth rate is as follows:
022 and the installed capacity of power batteries in various new energy truck markets from January to July 2022 and the year-on-year, proportion and proportion of power batteries in various new energy truck markets increased and decreased year-on-year. At a glance:
The chart on the chart shows that in the year-on-year comparison of the installed capacity of new energy truck power batteries from January to July 2022:
New energy light trucks have the largest installed capacity, at 4411MWh, a year-on-year increase of 201%, It accounted for 55.8%, but the proportion decreased by 9.9 percentage points year-on-year. This shows that the new energy light trucks, which currently mainly serve the urban distribution market, are still the main demand market, but this dominant position is shrinking year-on-year.
new energy heavy truck installed capacity, with an installed capacity of 3388 MWh, a year-on-year increase of 394%. The year-on-year growth rate is the highest subdivided model among new energy trucks, accounting for 42.8%, and the proportion increased by 12.0 percentage points year-on-year , is the sub-type with the largest proportion of new energy trucks over the same period last year.
According to electric card observation and analysis, this is mainly because under the dual carbon strategy, new energy heavy trucks have penetrated the fastest application scenarios such as ports, large steel mills, mines, and urban waste. The power of the new energy heavy trucks themselves is supporting. The battery charge is relatively large, especially pure electric dump trucks and mixers. Nearly half of the bicycles have an electric capacity of more than 300kwh, and some even more than 400KWh.
The number of new energy trucks accounts for the third largest proportion, with an installed capacity of 101MWh, with a year-on-year growth rate of 37%. It is the sub-type with the smallest year-on-year growth rate among new energy trucks, accounting for only 1.3%, and the proportion decreased by 3 percentage points year-on-year. , is the second largest sub-sector of new energy trucks, with a decrease of the year-on-year. It is mainly because most of the new energy card is used in the municipal sanitation field and some special special vehicle industries (such as refrigerated truck , etc.), and the demand itself is not large.
new energy microcards account for the least proportion, with an installed capacity of 12MWh, an increase of 268% year-on-year, accounting for only 0.15%, but the proportion increased by 0.02 percentage points year-on-year.
On the one hand, the power battery that is equipped with microcards is relatively small, and on the other hand, due to the new regulations on blue brand light trucks, some new energy light truck markets have been eroded by electric microcards, resulting in an increase in the installed capacity of pure electric microcards year-on-year. .
In short, among the installed power battery capacity of various sub-type new energy trucks from January to July 2022, the installed capacity of new energy trucks has the largest installed capacity, accounting for the largest year-on-year decrease; the installed capacity of new energy heavy trucks has the strongest year-on-year growth rate, and accounts for the largest proportion. The most year-on-year increase.
2. Among the actual sales volume of new energy truck terminals: light trucks have the largest sales, but their proportion has the largest decrease year-on-year; heavy trucks have the largest increase year-on-year, and their proportion has the largest increase year-on-year
Data shows that from January to July 2022, a total of 37,502 new energy trucks have been sold in total from January to July 2022 to 37,502 new energy trucks have been sold in total from 2022 to 37,502 units. (Including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 975 sales of electric pickups were excluded), compared with 16,326 vehicles (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2021, 2021, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-sized cards, 2016 (including new energy light trucks, heavy trucks, micro-cards and medium-s Sales volume of 1,042 electric pickup trucks increased by 129.7%.
Sales of new energy truck segments from January to July 2022 are as follows:
022 are the sales volume of new energy truck segments from January to July 2022 are as follows:
The above table shows that from January to July 2022, the sales, year-on-year, proportion and proportion of terminals of new energy truck segments showed the following characteristics:
The cumulative sales of new energy light trucks were 20,125 units, ranking first, with a year-on-year increase of 66.7 %, underperformed , the market ; the market accounted for the largest proportion (53.7%), but the proportion decreased by 20.26 percentage points year-on-year, making it the new energy truck segment with the largest proportion decreased year-on-year.
new energy heavy trucks have a cumulative sales volume of 11,559 vehicles, ranking second, with a year-on-year increase of 385%. It is the segmented model with the largest year-on-year growth among new energy trucks, outperforming the market; the market accounted for 30.8%, but the proportion increased by 16.2 percentage points year-on-year. It is the new energy truck segment with the largest increase in proportion year-on-year.
new energy micro-cards have a cumulative sales volume of 5,022 vehicles, ranking third, with a year-on-year increase of 344.4%, outperforming the market; the market share is 13.39%, accounting for 6.47 percentage points year-on-year, making it the second largest new energy truck with a year-on-year increase of 2018. Different models.
New Energy China-Card sales amounted to 796 vehicles, ranking fourth, with a year-on-year increase of 8.15%. It is the segmented model with the smallest year-on-year increase among new energy trucks, underperforming the market; the market accounted for 2.12%, and the proportion decreased by 2.39 percentage points year-on-year. It is the second largest new energy truck segment with a decrease of year-on-year.
3. The year-on-year growth rate of power battery installed in new energy trucks outperforms the year-on-year growth rate of terminal sales
022 from January to July 2022, the year-on-year growth rate of battery installed in all segments of new energy trucks is as follows:
The table shows that the year-on-year growth rate of installed power batteries for new energy trucks from January to July 2022 was 125.3 percentage points higher than the year-on-year growth rate of terminal sales, indicating that the current growth rate of new energy truck supporting batteries is much greater than the sales volume of new energy truck market. Expansion speed.
According to the investigation and analysis of Electric Card Observation, it is mainly due to the continuous expansion of new energy truck application scenarios, and customers have put forward higher and higher requirements for the range of new energy trucks.
In other words, in the context of no substantial breakthrough in vehicle lightweight technology and battery energy density, car companies generally meet the market's increasingly high cruising requirements by increasing the battery charge of new energy trucks. This is why the growth rate of installed battery capacity of new energy trucks is greater than that of terminal sales.
This also explains to a certain extent the deep-seated reason why many domestic power battery players continue to "snatch land". The growth rate of power batteries of new energy trucks outperforms the year-on-year growth rate of sales of new energy trucks, and the biggest winner is actually power battery companies.
From the perspective of each segment, except for new energy micro-cards, the year-on-year growth rate of installed power batteries of new energy light trucks, new energy heavy trucks, and new energy heavy trucks are all higher than the growth rate of terminal sales of corresponding segments, respectively The growth rate was 134.3%, 28.85% and 9%.
can be seen that among the various segments of new energy trucks, the year-on-year growth rate of new energy light truck power battery installed capacity is higher than that of its terminal sales, which is the year-on-year growth rate of new energy truck power battery installed capacity exceeds the year-on-year growth rate of terminal sales. The biggest promoter of speed.
According to the observation and analysis of electric card, it is mainly because the application scenarios of new energy light trucks are the widest, including the largest urban distribution logistics market, some special vehicle markets (such as the new energy refrigerated truck market that accounts for the largest proportion is new energy light trucks), and light Dump truck , light sanitation truck , etc., as customers' requirements for new energy light truck range continue to increase, the growth rate of installed power batteries for new energy light trucks will definitely be maximized.
New energy micro-card power battery installation growth rate is the only sub-car model that is lower than its terminal sales year-on-year growth rate. It is mainly because the electric micro-card itself has a small charge, and its application scenarios are limited to urban configurations that can pull lightly and throw things away. In the market, customers do not have high requirements for their range.Due to the implementation of the new blue brand regulations, its sales volume has expanded rapidly, resulting in the year-on-year growth rate of its sales volume far greater than the growth rate of its installed power battery.
In short, the installed capacity of new energy truck power batteries PK sales year-on-year, light trucks have become the king, and power battery companies have become the biggest beneficiaries.
