Recently, the Ministry of Industry and Information Technology released the 354th batch of vehicle new product publicity list of the Ministry of Industry and Information Technology's "Announcement of Road Motor Vehicle Manufacturers and Products", and 191 new energy special vehicles from 77 enterprises were selected.
Since 2022, the Ministry of Industry and Information Technology has issued a total of 352/353/354 batches of new car announcements, and the proportion of battery supporting shares in the Ningde era has dropped from 73.26% of 352 batches to 64.92% of 354 batches, showing a downward trend. This may be related to the fact that many car companies have begun to seek "two supplies" and "three supplies" to create a more stable supply chain.
In the field of new energy logistics vehicles, more and more attention is paid to the power exchange mode, the power exchange mode is getting hotter and hotter, the 352 batches of power exchange models account for only 1/10, 353 batches of increased, 16.44%, and in the 354 batches of new car publicity, the power exchange model accounted for more than 20%, a total of 24 models, and the power exchange heavy truck reached 19 models, accounting for 79.2%, showing a relatively hot state.
In addition, in contrast, fuel cell models, its proportion is all the way down, is the fuel cell heat down? No, on March 23, the National Development and Reform Commission and the National Energy Administration jointly issued the "Medium and Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)". The "Planning" mentioned that by 2025, the number of fuel cell vehicles will be about 50,000, and the amount of hydrogen produced by renewable energy will reach 100,000-200,000 tons/ year.
The motor supporting of new energy special vehicles is more intense, and the ranking has changed.
The proportion of logistics vehicles rose Geely ranked first
According to the statistics of tram resources, the 191 new energy special vehicles in this batch include 9 plug-in hybrid models, 12 fuel cells, and 170 pure electric vehicle models (including 28 power exchange models).
From the perspective of model classification, there are 64 sanitation models, 115 logistics vehicles, in addition to 12 engineering vehicles, patrol cars, mixer trucks, rescue vehicles and other special vehicles for other purposes.
Judging from the ranking of the number of models, the gap between the number of declarations by this batch of enterprises is not large.
This batch of new energy special vehicle models comes from 77 enterprises. Among them, the enterprises with 10 models are: Geely Commercial Vehicle; the enterprises with 9 models are: Changsha Zoomlion and SAIC-GM-Wuling; and the enterprises with 7 models are: Zhengzhou Yutong Group Co., Ltd.
The enterprises with 6 models are: Zhongtong New Energy Automobile Co., Ltd., Chengdu Dayun Automobile Group Co., Ltd., and Beijing Municipal Zhongyan Construction Machinery Manufacturing Co., Ltd.
The enterprises with five models are: China National Heavy Duty Truck Group Fujian Haixi Automobile Co., Ltd., New Gio Automobile, Shaanxi Automobile Group Co., Ltd., Sany Automobile, Hubei Tops Intelligent Equipment Co., Ltd., Dongfeng Motor Co., Ltd., Foton Motor, Valin Motors.
There are 4 car companies with 4 models, namely: Xuzhou Xugong Automobile Manufacturing Co., Ltd., Hebei Changzheng Automobile Manufacturing Co., Ltd., Aerospace Chenguang Co., Ltd., and Dongfeng Commercial Vehicle Co., Ltd.
FAW Jiefang, Xiamen Golden Travel, Nanjing Golden Dragon, Mingjun Automobile Co., Ltd., Golden Dragon United Automobile Industry (Suzhou) Co., Ltd., FulongMa Environmental Sanitation, Dongfeng Motor Group Co., Ltd., and Beiben Heavy Duty Truck all have 3 models.
The following are the car companies that have more than two models:
Battery: "Ning Wang" share reduction Lithium iron phosphate is still the "overlord"
Judging from the battery types of 354 batches of new car announcements for new energy special vehicles, there are 174 models in this batch that use lithium iron phosphate alone; there are only 2 models equipped with ternary lithium batteries, and one micro-surface and special car each; there are 10 models of lithium iron phosphate and fuel cells, 2 models of lithium manganese oxide and fuel cells; and 2 models of lithium manganese oxide batteries alone. There is 1 model that does not indicate the battery type.
A total of 29 battery companies and brands provide battery support for this batch of new energy special vehicles.
The supporting situation of the Ningde era is as follows: 49 models of sanitation vehicles and 38 models of logistics heavy trucks, which are equipped with 124 models of 55 car companies, ranking first. The enterprises with a large number of supporting facilities are: Changsha Zoomlion 8, Zhengzhou Yutong 7, Shaanxi Automobile 5. Beijing Municipal Zhongyan Construction Machinery Manufacturing Co., Ltd. 5, Xugong Automobile 4, Long March Automobile 4, Aerospace Chenguang Co., Ltd. 4, Dongfeng Commercial Vehicle 4, Dayun Automobile Group 4, Foton Automobile 4, Valin Automobile 4, etc.
Yiwei Power ranked second this time, providing supporting facilities for 12 new cars, and the supporting car companies are: Sany Automobile, Geely Commercial Vehicle, Hubei Tops Intelligent Equipment Co., Ltd., Dongfeng Motor, Xiamen Jinlong, and Qihang Automobile.
Compared with the first two, Penghui Energy's advantages in the field of logistics are more prominent, and it is equipped with 9 micro-truck models of SAIC-GM-Wuling, and won the third place this time.
Although BYD (including Fordy batteries) did not declare new models this time, by virtue of the supporting of 6 sanitation vehicles and 1 micro-truck model such as Changsha Zoomlion, Foton Automobile, jiangsu Zhongke Shangsheng, BYD became the 4th place in the list of new car public battery support.
Anchi New Energy is equipped with 6 models of 3 car companies, ranking fifth. The supporting car companies are: 3 models of Mingjun Automobile Co., Ltd., 2 models of Xiamen Golden Travel, and 1 model of Anhui Huaxin Electric Technology Co., Ltd.
In addition, the number of supporting enterprises with 3 or more models includes: Shenlan Power (assembly), Guoxuan Hi-Tech, Guangdong Qingneng Xinyuan Technology Co., Ltd. (fuel cell), Anhui Zhouzhihang Battery Co., Ltd., Envision Power Technology (Jiangsu) Co., Ltd., Yuliang Battery, Rongsheng Mengguli, Andehive Energy.
Motor: Suchuan Huichuan back to the top of the list of green control transmission second
Of the 191 new energy special vehicles announced in the 354 batches of new cars, 156 models are provided by 52 motor companies, and 35 models are not marked with motor manufacturers. Therefore, it has a certain impact on the final ranking of motor companies.
Since 2022, a total of 3 batches of new car announcements have been released, 354 batches of Suzhou Huichuan have returned to the top of the list, and this year won the first place for the first time, supporting 14 models of 7 car companies with motors, supporting car companies are: SAIC-GM-Wuling, Dongfeng Motor Co., Ltd., Flying Saucer Automobile, Zhejiang Baocheng Machinery Technology Co., Ltd., Chery Commercial Vehicle (Anhui) Co., Ltd. and so on.
Green control transmission ranked second, which is used in 12 models of 8 car companies.
Beiqi Foton not only provides motor support for its own car companies, but also provides supporting facilities for Changsha Zoomlion, Zhengzhou Oriental Lily Machinery Equipment Co., Ltd., Xiangyang Tenglong Automobile Co., Ltd. and other enterprises, providing support for 11 models of 6 car companies, ranking third.
Zhonglian Energy ranked fourth, supporting 9 models of 7 car companies, including Dongfeng Commercial Vehicle, Zhongzhen Hanjiang Equipment Technology Co., Ltd., Zoomlion Heavy Industry Co., Ltd., Sany Automobile, etc.
Jingjin Electric and Yuebo Power are equipped with 8 and 7 models respectively. Tram Resources noted that Oxwell only has 6 models for the new Gio car.
Companies with more than two models are listed as follows:
Summary: In the announcement of 354 batches of new cars, there are 32 light truck models, including 4 light trucks for power exchange, 2 models for Geely Commercial Vehicle and 2 models for Chengdu Dayun Automobile, all of which are a combination of cargo compartment and chassis. It is also the new car announced in 2022, the first batch of replacement light trucks appeared, I believe that under the dual drive of the market and policies, the application scenarios of power replacement light trucks are more extensive, and the power exchange mode is more popular.