Top News · Henan Business Daily Chief Reporter Wu Jun
Tram resource data shows that in May, the national sales of new energy logistics vehicles were 16,000 units (including 1,264 crossover passenger vehicles), an increase of 1.99% from April. The Henan market has experienced a month-on-month decline. Dashi data shows that the sales volume of new energy logistics vehicles in the Henan market in May 2022 was 200 units, a decrease of 5.7% from April.
The growth rate of logistics vehicle sales has slowed down or declined, which is closely related to the operating conditions of upstream logistics companies . Recently, the "Survey Report on the Business Status of Small, Medium and Micro Logistics Enterprises" released by China Federation of Logistics and Purchasing showed that more than half of the companies surveyed suffered a profit loss, and only 18.4% of the companies achieved profitability.
Some companies in Henan have already explored new models.
data
New energy logistics vehicles sold 16,000 units in May, a year-on-year increase of 51.55%
According to tram resource statistics, in May this year, the total sales of new energy logistics vehicles nationwide was 16,000 units (including 1,264 crossover passenger vehicles) . This data increased by 51.55% compared with May 2021 and by 1.99% compared with April 2022.
html had sales in 238 cities across the country in May, 13 cities less than in April. Guangdong and Sichuan are still the main battlefields for new energy logistics vehicle sales. Jiangsu Province jumped from sixth place in April to third place in May. Guangdong's four cities of Guangzhou, Shenzhen, Dongguan and Foshan advanced into the TOP10.The sales volume of Henan new energy logistics vehicles in May was not high. Dashi data is exclusively for top news · Henan Business Daily data shows that in May 2022, the sales volume of new energy logistics vehicles in the Henan market was 200 units, a decrease of 5.7% from April. However, compared with the sales volume of 81 vehicles in May 2021, the Henan market increased by 146.9% year-on-year in May.
Judging from the sales volume in the first five months of this year, Zhengzhou’s new energy logistics vehicle market share still has an advantage among the 18 cities in Henan.
From January to May 2022, a total of 67,639 new energy logistics vehicles were sold nationwide. Compared with the same period in 2021, the only city with sales exceeding 3,000 vehicles was Shenzhen. In the first five months of this year, the number of such cities increased to 4.
Zhengzhou City sold 1,387 vehicles in the first five months of this year, ranking 9th in the country, with a market share of 2.49%, while the market share in the first five months of 2021 is only 1.09%.
Changes
New energy logistics vehicles are improving all the way, but sales of fuel heavy trucks continue to decline
Driven by the dual-carbon strategy, the new energy logistics vehicle industry is in a new stage of development. China Automotive Center data shows that there will be more than 2.6 million logistics vehicles under 4.5 tons in 2021, including 125,500 new energy logistics vehicles, and the market penetration rate is 44.76%. While the commercial vehicle sector was almost halved from January to May this year, sales of new energy logistics vehicles bucked the trend and grew, with the penetration rate of and reaching 6.54%.
Yao Zhanhui, director of the New Energy Vehicle Policy Research Department of the China Automotive Technology Research Center, said that by 2030, sales of new energy logistics vehicles are expected to reach 900,000 units, becoming the second largest market segment for new energy vehicles.
As a major logistics province, Henan is regarded as the "main sales battlefield" by new energy logistics vehicle manufacturers, sharing the world with Hebei, Guangdong and Sichuan. Wei Hennglei, general manager of SAIC Hongyan Zhengzhou Direct Store, said that not only Henan local enterprise Yutong attaches great importance to this market, but many domestic heavy truck manufacturers are currently very optimistic about the Henan market.
According to the latest statistics from the China Association of Automobile Manufacturers , since May 2021, the heavy truck industry has experienced "12 consecutive declines" in single-month sales. The person in charge of a logistics vehicle sales company in Zhengzhou said that there are 50 or 60 heavy truck dealers in the Zhengzhou market. Currently, five or six dealers have closed down due to a sharp decline in sales, and those that have not closed down are still struggling to survive.
Opinion
Only the market can save the commercial vehicle industry
The sales of fuel heavy trucks continue to decline, which is also closely related to the downturn in the logistics industry in the past two years. In May this year, the "Survey Report on the Business Status of Small, Medium and Micro Logistics Enterprises" released by the China Federation of Logistics and Purchasing showed that there are currently more than 6 million logistics-related market entities in my country, and more than 90% of legal entities are small, medium and micro enterprises. These enterprises mainly operate The business is concentrated in the field of road freight. Among them, more than half of the companies surveyed suffered profits losses, and only 18.4% achieved profits.
Existing vehicles are still out of service, how to buy a new one? Under such circumstances, how can the commercial vehicle market regain its former vitality?
Wei Hennglei believes that only the market can save the market. Henan Zhongliang New Energy Technology Group Co., Ltd. has adopted the asset-light operation platform model. As of the end of June, the company has opened 28 subsidiaries across the country, of which 17 are in Henan.
"Currently, the monthly growth of new energy vehicles in each county is around 200." Peng Bo, chairman of Henan Zhongliang New Energy Technology Group Co., Ltd., said that this is the number of new energy vehicles that the company's sales staff have increased in the first half of this year. According to research data from Zhoukou , Luohe , Zhumadian , Pingdingshan and other places, the current market share of new energy passenger vehicles in coastal cities has reached 50% to 60%. Henan is still far from this goal, and the township market There are still plenty of opportunities.
