In 2022, the new energy logistics vehicle market is stable and upward, still continuing the trend of rapid development last year, with a total of 6330 new energy logistics vehicles sold in January, including 799 cross-type passenger cars, an increase of 129% over last year.
From the perspective of model categories, the new energy micro-surface still dominates the list, the second is the logistics heavy truck that continues last year's soaring market, and the third is the light truck model. Changes in the ranking of various types of models also affect the number and ranking of motor companies, tram resources sorted out the motor matching situation of new energy logistics vehicles in January (excluding cross-type passenger cars), found that the ranking has changed greatly, Dadi and Founder motors are not on the list, the following to take you to understand the details.
Specifically, the new energy logistics vehicle motor market in January mainly presents the following characteristics:
(1) Suzhou Huichuan won the "opening red": the number of motors supporting 1052 units, the main cooperative car companies are Dongfeng Motor, Changan Kaicheng, Ruichi New Energy and so on.
(2) In January, new faces appeared in the TOP3 list: Tribago Power and Green Control Transmission entered the top three of the list with 705 sets and 423 sets of motor matching capacity respectively.
(3) TOP10 motor matching ranking change: the increase in the output of logistics heavy truck models, which led CRRC Times and Shaanxi Fast to enter the top 10 of the list.
Suzhou Huichuan ranked first in the list of Tebaijia/Green Control Transmission entered the top three
In January, a total of more than 80 motor companies for the car companies to achieve car companies to install the support, compared with the 2021 annual list, top3 motor companies appeared in the "new face", top 10 camp changes are also larger.
According to tram resource data, the top 10 motor companies in January 2022 for new energy logistics vehicle motor installed capacity are Suzhou Huichuan, Tebaijia Power, Green Control Transmission, Beiqi Foton, Yingboer, Yutong Bus, Geely Commercial Vehicle, CRRC Times, Shaanxi Fast, and Jingjin Electric.
In terms of motor enterprises, the champion of the new energy logistics vehicle motor supporting this time is Suzhou Huichuan, and the number of supporting motors exceeds 1,000, which is 1052 units, and the market proportion is 19.02%. Among them, Dongfeng Motor has the largest number of models, with a total of 184 units.
Tripaky Power ranked second this time, with a total number of supporting models of 705 vehicles, accounting for 12.75%.
Although it ranks 14th in the 2021 new energy logistics vehicle motor rankings, it has fired the first shot in 2022, and has rushed into the top three of the list with 423 motors, accounting for 7.65%.
Beiqi Foton and Yingboer supported 378 units and 343 units respectively, accounting for 6.83% and 6.20% of the market respectively, ranking fourth and fifth.
In addition, in the TOP10 ranking, the number of supporting motors more than 200 motor companies include: 327 Yutong buses, 307 Geely commercial vehicles, 289 CRRC Times, 264 Shaanxi Fast, and 236 Jingjin electric.
In January, the increase in the production of logistics heavy-duty truck models led crUC Times and Shaanxi Fast to the list, becoming the new face of the TOP10 list.
Which car companies are supported by TOP10 motor companies?
Judging from the supporting table, the market concentration of Suzhou Huichuan, which ranks first, is 19.02%, and its main cooperative car companies are Dongfeng Motor, Changan Kaicheng, Ruichi New Energy, Karry New Energy, SAIC-GM-Wuling, Xinyuan New Energy, guangxi automobile, and 7 car companies occupy 80.6% of its motor quota in January.
Ranked second, Tripaky Best Power, the main bundled car companies are Hanma Technology (233 units), Beiben Heavy Duty Truck (186 units), SAIC Iveco Hongyan (172 units), Xuzhou Xugong (80 units), etc., its supporting model categories are logistics heavy truck models, the main supporting models are Beiben pure electric tractor, Valin Star replacement pure electric semi-trailer tractor, SAIC Hongyan Jieshi H6, XCMG Hanfeng G7.
Xuzhou Xugong and Sany Automobile are the main supporting car companies of green control transmission, both occupy 67.85% of the motor share of green control transmission, in addition to supporting a large number of logistics heavy trucks, but also supporting a small number of jiefang J6F and JAC medium trucks.
Beiqi Foton has equipped 291 motors for its own car company "Foton Zhilan", in addition to 87 motors for Changhe Automobile, accounting for 23.02%. Inbor's main cooperative car companies are SAIC Maxus and Ruichi New Energy.
Yutong Bus and Geely Commercial Vehicle mainly provide motor support for their own car companies; CRRC Times mainly provides motor support for China FAW and SAIC Iveco Hongyan Commercial Vehicles, which account for 99.31% of the motor share of CRRC Times.
Beiben Heavy Duty Truck and Xinyuan New Energy are the main cooperative car companies of Shaanxi Fast and Jingjin Electric.
Which motor brands do TOP10 car companies favor?
From the perspective of vehicle companies, ruichi new energy more than 40% of the motor provided by Dadihe, 30.13% of the motor supporting by Suzhou Huichuan, 18.30% of the motor supporting by Founder motor, these three together account for 91.96% of the share of Ruichi new energy motor supporting.
The main supporting motor enterprises of Geely Commercial Vehicles are Geely Commercial Vehicles and Yidong Airlines, which account for 78.12% and 12.21% respectively.
Yingboer is the main supporting enterprise of SAIC Maxus, accounting for 93.03%; the motor support of Yutong Group is mainly provided by Yutong Bus; Suzhou Huichuan is the main supporting force of Changan Kaicheng, accounting for 55.63%.
The main supporting motor enterprises of Guangxi Automobile are Polytechnic Power, Suzhou Huichuan and Wuling Liuji.
In addition, Hanma Technology has only one motor supporting equipment, which is Tripaky Power.