terminal license data shows that 1,443 new energy heavy trucks were sold in July 2022, an increase of 114.4% year-on-year. Among them, 717 new energy tractors were sold, an increase of 121.3% year-on-year (324 new energy tractors were sold in July 2021), outperforming the new energy heavy truck market in July by 6.9 percentage points.
From January to July 2022, a total of 11,563 new energy heavy trucks were sold, a year-on-year increase of 385%. Among them, the cumulative sales of new energy tractors was 6,759, an increase of 450.9% year-on-year (the cumulative sales of 1,227 new energy tractors were 65.9 percentage points higher than the new energy heavy truck market from January to July.
Whether in July or January-July, new energy tractors lead the market for heavy trucks in the new energy market.
Since electric tractors (including battery swap and ordinary pure electric) are the absolute main body of the new energy tractor market, and in the electric tractor market from July and January to July 2022, battery swap tractors lead the rise and lead.
So, what are the highlights of electric tractors from July and January to July this year?
1. Electric tractors have become the absolute main force in promoting the growth of new energy tractors
2022 sales volume in various segments of new energy tractors from July and January to July 2022 is as follows:
As shown in the table above, the new energy from July and January to July 2022 to July 2022 to July and January to July 2022 as follows: The sales and proportion of tractors' technical routes showed the following characteristics year-on-year:
html electric tractors sold in July, an increase of 144.2% year-on-year, outperforming the growth rate of the new energy tractor market by 121.3% by nearly 22.9 percentage points, and outperforming the growth rate of the new energy heavy truck market by 114.4%, leading the new energy tractor market, accounting for 88.6% of the new energy tractors in July, becoming the absolute main part of the new energy tractor market.
htmlCumulative sales of electric tractors from November to July, a year-on-year increase of 482.4%, outperforming the growth rate of the new energy tractor market by 450.9% by nearly 31.5 percentage points, and outperforming the growth rate of the new energy heavy truck market by 385%, leading the new energy tractor market, occupying 92.88% of the new energy tractors from January to July, becoming the absolute main part of the new energy tractor market.
In short, whether it is July 2022 or January-July, electric tractors have become the absolute main force in promoting the growth of new energy tractors.
2. The battery swap type leads the rise and leads
1. The sales and proportion of electric tractors in July and January-July 2022 are as follows:
It can be seen that in July 2022, 395 battery swap tractors sold, a year-on-year increase of 148.4%, outperforming the overall market of electric tractors by 144.2% by nearly 4.2 percentage points, and outperforming the growth rate of the new energy tractor market by 121.3%, leading the electric tractor market, accounting for 62.2% of the share of electric tractors in July, becoming the absolute main part of the electric tractor market in July.
htmlCumulative sales of battery-swap tractors from November to July, an increase of 887.3% year-on-year, outperforming the electric tractor market's growth rate of 482.4% by nearly 404.9 percentage points, and outperforming the new energy tractor market's growth rate of 450.9%, leading the electric tractor market from January to July, occupying 64.2% of the market share of electric tractors, becoming the absolute main part of the electric tractor market.
In other words, whether it is July or January to July this year, battery-swap tractors have led the rise and led the electric tractor market, becoming the main driving force for the rapid growth of new energy tractors and even new energy heavy trucks.
According to the investigation and analysis of electric card observation, the main reasons why battery-swap tractors can lead the rise and lead the electric tractor market are the following points: :
First, tractor electrification is a prerequisite for realizing heavy truck electrification.
Public data shows that the current heavy truck market in my country is close to 10 million, of which tractors occupy nearly half of the market. Among the nearly 5 million tractors, diesel power accounts for more than 95% of the weight, causing serious pollution to my country's transportation industry.
Public statistics show that the pollutants produced by a diesel tractor are almost equivalent to the total amount of pollutants emitted by 300 cars.Therefore, heavy truck tractors are currently the number one major manufacturer of pollution sources in my country's automobile industry.
is visible. The prerequisite for accelerating the electrification of heavy trucks is that diesel tractors must be electrified.
Second, the battery-swap tractor itself has more market competitive advantages than ordinary pure electric tractors and is highly favored by customers.
Compared with ordinary electric tractors, battery swap tractors have the advantages of short power replenishment time and high energy replenishment efficiency. This is crucial for tow trucks that focus on logistics and transportation efficiency. Because quick power replenishment means that customers can have more time to make money through transportation.
Third, the battery swap type can reduce the initial investment cost of customers in car purchase.
battery swap tractors can realize the "vehicle-electrical separation" business model. When customers buy a car, they just need to buy a complete vehicle without batteries. The initial investment is much less than that of buying an ordinary pure electric tractor, and the pressure on customers' investment costs is less.
Fourth, many places have introduced specific subsidy policies to support the development of battery swap heavy trucks, which has increased customers' enthusiasm for purchasing.
Since this year, the state and local governments have increased policy support for the battery swap heavy truck market. Many places have introduced specific subsidies to support the development of battery swap heavy trucks. Customers have seen that there are subsidies from the local government for purchasing battery swap heavy trucks. The enthusiasm for purchasing cars has increased a lot.
3. Cumulative sales Hanma won the championship
2022 cumulative sales top 10 sales and proportion are as follows:
The table above shows that in January-July 2022, the top 10 cumulative sales of electric tractors:
The table above shows that in January-July 2022, the top 10 cumulative sales of electric tractors:
Hanma Technology sold 1,036 vehicles, accounting for 16.5%, winning the championship in the electric tractor market;
XCMG heavy trucks sold 936 vehicles, accounting for 14.91%, ranking second;
Sany Automobile sold 740 vehicles, accounting for 11.79%, ranking third;
4th to 10th place, accounting for 700 vehicles.
In short, in July 2022 and the first seven months, electric tractors have become the biggest driving force for the rapid growth of new energy tractors and even new energy heavy trucks. Electric tractors have become the main force of new energy tractors and will effectively help achieve the "dual carbon" goal.
