The end of the year has arrived, the bus industry has not appeared in the traditional season "brush performance at the end of the year, sprint for the next year" phenomenon, from the report card, although the past three months continue to climb, but also only a thousand increases. According to the monthly production and sales report of the China Automobile Association, the M-class bus industry sold 40,000 units in November, down -16.5% year-on-year. Among them: large and medium-sized buses sold 0.4 million units, down -32.0% and -22.9% year-on-year; light bus sales of 32,000 units, down -12.9% year-on-year, the first double-digit decline this year.
On the whole, the continuous downturn is still the main theme of the current bus industry, especially the traditional M3 class buses have a high probability of retreating to the bottom line of 100,000 vehicles / year, and the essential problem of insufficient market demand is becoming more and more obvious, which plays an obvious role in reshaping the entire industry ecosystem.
In December, the Ministry of Industry and Information Technology announced a total of 40 6-character M-class buses in the 351st batch of new products, which have been lowered for three consecutive batches, and are a new low value after the 329th batch of 22 new products when the epidemic broke out last year. Although there was also a year-end trough period for new products (the fourth quarter of the year to the first quarter of the following year, often universal, especially when the new energy subsidy policy was updated at the end of the year), it was more due to the peak season of production and manufacturing delivery of orders, so it was completely different from this year's "peak season is not strong". When the number of vehicles is large enough, there are enough passenger spaces and resources are no longer scarce, how to revitalize existing vehicles, improve operational efficiency and safety is the primary consideration of the passenger transportation industry. From the early years of a car is difficult to find, no car to sit on, to now provide a more convenient, more comfortable, safer way of travel, the new era of continuous pursuit of high-quality services has also been given more practical significance.
Although the total number of M-class buses in this batch has declined, it has restored the pattern of five major types appearing at the same time. City buses with 23 models, nearly 60% of the share still retain the identity of "life-saving gripper", large, medium and light bus share also tends to be reasonable, and there is a super large bus, that is, Yutong Yuwei series ZK6100BEVGS3 pure electric low-entrance double-decker city bus, quite "see the truth in the tribulation" feeling. Seats account for nearly 20% of 7 models, all of which are large buses above 10 meters, and the contrast is that 7-9 meters of medium-sized buses are sluggish, and the proposition of "three types of cars" on toll roads is no longer attractive. The 2 models of the Chinese bus category are all Coaster models; the school bus category has also returned, and the situation of a total of 5 models, large, medium and light types is also declaring that the seasonal "winter vacation small peak" is coming. A total of three models of light passengers are included a 12-seat LCK6591EVD pure electric light bus declared by ZTO using the Yashang Euromonitor base car of the same Weichai Group, and the M70 series SC6492DAH/K6 multi-purpose passenger car of Hebei Changan Ruixing, which is equipped with Harbin Dongan Power 1.5L and 116 horsepower gasoline engines.
Shenwo New 9 Series & Golden Dragon Crown 5 generation family
With the overall cold of the bus market, car companies have also begun to integrate the previously diverse and different product resources, and try to improve the application of standard modules by "merging similar items", such as Yutong's new 7-series seat bus and Yuguang series bus. This batch of SAIC Shenwo and Xiamen Golden Dragon have also practiced this concept, launching the "big and small take-all" works of Shenwo New 9 Series and Golden Dragon Jieguan 5 generations.
This batch of Shenwo declared SWB6123CHEV10C plug-in hybrid city bus, compared with the SWB6109FCEV03G fuel cell low-floor city bus declared in the same period, which is also the reuse of the modeling elements of the new 9 series "Shikumen" of Shenwo. Since the prototype concept was designed for urban buses, the car also retained a thorough square tone small rounded corner style, and the side walls were shaped by spray paint to create an effect consistent with the contours of the left and right lamps, avoiding monotony. Although the car declared the announcement in the name of the bus, it is actually a seat-type bus with a luggage compartment structure, that is, "seat structure public transportation".
The car adopts diesel/electric hybrid, matching Dongfeng Cummins 6.7L, 230 horsepower diesel engine, Kaibo Easy Control planetary displacement hybrid hybrid system, peak 200kW drive motor, Rongsheng Mengguli LMO power battery. Due to the lack of passenger standing area, the rated passenger carrying capacity is 49+1 seats, the front and rear air are suspended, and the maximum speed can reach 100km/h, which can be classified as an emerging "intercity bus" compared with the new national standard. The vehicle GVW = 16.51 tons, the curb weight of 11.7 tons, the total mass is not set according to the traditional 12 meters 18 tons upper limit, is also another example of "tell the truth". Similar vehicles always have a place in the Shanghai bus market, such as SAIC Shenwo 8 Series SWB6128EV06C pure electric city bus, Shanghai Vientiane SXC6120GBEV12 pure electric city bus, etc., which can be used for application scenarios such as text lines and suburban long lines.
Xiamen Golden Dragon declared the XMQ6122AYBEVL pure electric bus, with a length of 11.65 meters, a base car height of 3.47 meters, a wheelbase of 6 meters, and a maximum of 53 +1 seats, that is, a "small 12 meters" that emphasizes economy. The vehicle GVW = 18 tons, curb weight 12/12.55 tons, optional air suspension, small or multi-piece spring a total of five groups of suspension. The car is equipped with ningde era LFP power battery, Xiamen Jinlong 360kW drive system, the maximum speed of 100km/h. As a new generation of modeling promoted in recent years, Xiamen Golden Dragon has used the XMQ6112 series electrification to open up the surrounding market, and now it can be optionally equipped with the 5th generation of Jieguan modeling, the width of the car reaches the upper limit of 2.55 meters, the overall is more coordinated, and it is no longer limited to medium-sized buses, and now the "big platform" concept of this product resource is also showing more and more advantages.
Beigong bidding models are piled up, and the new products of medium and light buses are taken a look
As a parts and components enterprise with long-term cooperation with Beijing Bus Group, the drive system equipped with Kaibo Easy Control has become synonymous with bus companies entering the Beigong market. This batch has three new products using Kaibo drive system, which is also the model that will be unveiled in the 2021 annual tender of Beigong.
Zhuhai Guangtong declared two products. The first is the GTQ6129BEVB31 pure electric city bus with a 12-meter seat structure, with a bottom-mounted luggage compartment, facing the former Bafangda passenger transport application scenarios such as suburban lines and long-distance lines around Beijing, which belongs to the city bus with passenger standing area, with a maximum of 51 +1 seats, 86 people, front and rear air suspension, equipped with AVIC lithium battery LFP power battery. Another GTQ6105BEVB37 pure electric city bus with a 10.5-meter flat-head bus structure can choose VIA Butterfly Face Bionic Shape, with a maximum of 38+1 seats and 92 people, equipped with NINGDE era LFP power battery.
Xiamen Golden Dragon declared an 8.5-meter XMQ6850 AGBEVM pure electric low-entry city bus, using a new generation of "polygonal light ring" shape, the largest 25 + 1 seats, 67 people, equipped with Rongsheng Mengguli LMO power battery. It can also be seen that as a Beigong Group with a greater impact on the bus industry, its selection of power batteries also represents the vane of domestic BEV buses to a certain extent, effectively avoiding the supply risks caused by uneven production capacity of battery companies, and seeking diversification of supporting resources is also in line with the current trend of "decentralization".
Chery's Guizhou Wanda Bus is also a fan of the front and back doors of medium-sized buses, and has always adhered to the concept of "small body, large space", but unlike another famous flat floor and large passage concept in the industry, it is only a structural variant of the traditional front-facing bus, using conventional electric drive system, battery bottom, and secondary step floor, although the surface is similar, the actual existence is different inside. This batch of Wanda Bus declared the WD6865BEVG02/9 pure electric city bus, which used the previous 7 series bus shape that was only used for more than 10 meters, which is obviously different from the medium-sized bus model of the previous generation. The series is equipped with Ningde era LFP power battery, Jinlong new energy 160kW drive system, front and rear air suspension, the maximum passenger capacity of 32 + 1 seats, 68 people. Wanda's current bus products cover 5.9-12 meters, 43 sellable models but there are 6 modeling platforms, in the peer is also a "high production", if you consider its annual production and sales volume, whether it can support such a wide product line at the same time is worth thinking.
The two enterprises entered the field of light buses within 6 meters, namely:
Geely Sichuan declared the interstellar C6E series DNC6600BEVG22 pure electric city bus, with a length of 5990mm, a width of 2150mm, a wheelbase of 2750mm, GVW = 8 tons, a curb weight of 5.2/5.5 tons, front and rear air suspension, 12 + 1 seats, 19 people. The car is equipped with the Ningde era LFP power battery, Zhejiang CRRC Shangchi 160kW drive system, front and middle folding doors, which is also the first time that Geely commercial vehicles have entered the light bus field within 6 meters.
Wanxiang Group declared WXB6600GEV pure electric city bus, with a length of 5990mm, a width of 2300mm, a wheelbase of 2700mm, a GVW = 8.5 tons, a curb weight of 5.1/5.3/5.6 tons, a front 3 and a rear 4 less reed suspension, 14 + 1 seat, 19 people. The car is equipped with a universal one-two-three LFP power battery, tens of thousands of Qingyuan intelligent EMU 120kW drive system, front and middle single swing door, using the body shape commonly known as "sword cat" and Hangzhou green water green mountain painting, the market direction is very obvious.
Yinlong seeks to cooperate with Ankai, and Beijing Jinghua becomes Foton Ouhui New Energy
Zhuhai Guangtong, a subsidiary of Yinlong New Energy, declared GTQ6702BEV2 pure electric bus, Coaster minibus structure, 7145mm length, 2040mm width, wheelbase 4150mm, which belongs to the standard narrow body examination. The car adopts Ankai K7 series as the base car for modification, optional front 3 rear 4 small spring or front independent rear air suspension, up to 22 + 1 seats, equipped with Ningde era LFP power battery, Ankai 150kW drive system, the maximum speed of 100km/h. Recently, a friend mentioned why Sichuan Toyota did not introduce the fourth generation of B60, for the domestic annual production and sales of only more than 7,000 units of the Coaster market, in the joint promotion of China Automobile And Bus Company and the majority of private parts and components enterprises, over the decades gradually formed a relatively standard model and mature supporting resources situation. See that in a long period of time, the domestic Coaster market will still maintain the situation of three generations of examinations and domestic derivatives, the fourth generation of examinations may be driven by some car companies to achieve a small number of market favor, but it is difficult to become the mainstream, as for the official introduction of Sichuan Toyota B60 and localization of the action or to remain calm as well.
In addition to the Shangrao Bus SR6566DYA special school bus for young children, the remaining 4 models are declared by Foton Ouhui New Energy, including BJ6766S7LBB-N/1 primary school bus/kindergarten special school bus and BJ6996S8LFB-N/1 primary school bus for primary school students/primary and secondary school students. In July this year, the Ministry of Industry and Information Technology approved the directory qualification of Beijing Jinghua Bus Co., Ltd., and its catalogue No. 1 (1) 07 of the civil modification class was traded to Beijing Foton Ouhui New Energy Automobile Co., Ltd. At this point, the Jinghua bus that began to be produced in 1956 was officially eliminated from the management caliber of the automobile industry, and Foton Ouhui New Energy, a joint venture between Beiqi Foton and Beigong Group, successfully inherited its status as a modified bus manufacturer. In the future, this "shell resource" is not only the capital link between Futian and Beigong Group, but also more possibilities worth exploring.
Foton Tuyano four-wheel drive light passenger, three "special models" identification
This batch of Beiqi Foton Tuyano series declared a 2-word BJ2048RD5DA-V1 off-road passenger car, although it is not in the 6-word basic statistics, considering the coverage of off-road structure to the full category of automotive products, it is also necessary to list separately. The outer dimension of the car is 5990× 2000×2520/2800mm, wheelbase is 3750mm, and it belongs to the standard long axle medium and high-top European light passengers. The car GVW = 3.75 tons, curb weight 2.68/2.72 tons, front independent suspension rear 2/4/5 leaf spring suspension, 6-9 seats, equipped with Foton Cummins 2.78L, 177 horsepower diesel engine. The car uses a time-sharing four-wheel drive system, the Getrag transmission, which was used in the previous 17-seat forest defense personnel carrier, mainly to deal with the working conditions of mountain woodlands. As a rare four-wheel drive model in the domestic light passenger industry, in addition to the Nanqi Ouba NJ2046, the emergence of Foton Tuyano also provides a new choice for off-road base cars, hoping that it can withstand the test of actual combat.
There are 3 "special models" in this batch, namely:
Qingdao Meijin New Energy Automobile Manufacturing Co., Ltd., which has not yet obtained a registration certificate, has reserved the location of the No. 205 catalogue of the whole vehicle category, and its specific factory review is still to be passed by experts. In October, the 349th batch of public declaration of QMJ6120FCEVGA fuel cell city bus and QMJ6110BEVGA pure electric low-floor city bus, this batch of "two into the palace" declared again.
Zhejiang Xingeo announced the 345th batch of NGA6650BEV1 pure electric city bus in June this year, and this batch has also carried out local parameter revisions, the maximum number of passengers has been changed from 9 seats to 10-12 seats, and 1645mm front wheelbase has been added to meet the supporting resources of Guangxi Fangsheng and Shenyang CRRC Front Axle. (End)
Photo: C3