It has been a week since the South Korean truckers' strike has eased, and for now, south Korea's industrial hubs and major ports are paralyzed. It is not only South Korea that oil prices have risen, why is there a strike in South Korea? Is the domestic truck market unaffected?
Posco, South Korea's largest steelmaker, said on Monday it had suspended production of some of its products as a strike by South Korean truck drivers exacerbated disruptions in global supply chains. South Korea's ministry of transportation also said it had held a third round of talks with the leaders of the truck drivers' union for more than 10 hours on Saturday, urging drivers to return to work, but the two sides still had not reached an agreement. As a major supplier of semiconductors, smartphones, automobiles and electronics, the strike by truck drivers has blocked exports of these products and deepened uncertainty in global supply chains.
In contrast, the domestic market, the impact is definitely there, but not so big. In China, even the 4.5-ton yellow-label electric new energy trucks that can be licensed in Beijing have only 8 cents per kilometer, with an endurance of 240/320 kilometers, and the Futian new energy electric trucks can carry up to 270KM. The price of new energy trucks is much lower than the price of fuel trucks, an electric truck needs about 1.8 cents per kilometer, and the power consumption of 100 kilometers is about 41 degrees, which can save more than 80% compared with fuel vehicles. According to this trend, new energy trucks can quickly replace fuel vehicles in various transportation industries. In addition to Foton's new energy trucks, there are other new energy trucks built by car companies.
Not only trucks with pure electricity, but also hydrogen energy vehicles without oil and electricity, domestic new energy vehicle technology is breaking through in a new direction. For example, some time ago FAW Jiefang announced that it has independently designed and developed the first heavy-duty commercial vehicle in China. The direct injection hydrogen engine in the cylinder has been successfully ignited and operated stably, and the hydrogen engine has the characteristics of technological initiative and international leadership, which also represents a major breakthrough in the independent research and development of the mainland hydrogen direct injection engine. In addition, FAW Jiefang's heavy-duty hydrogen engine has a power of more than 500 horsepower, indicating a thermal efficiency of more than 55%, which can bring consumers lower TCO and better timeliness.
In early May, the Beijing Municipal People's Government issued the "Notice of the Beijing Municipal People's Government on Printing and Distributing the "Beijing Municipal Transportation Development and Construction Plan for the 14th Five-Year Plan Period"," which pointed out that the structure of cargo transportation will be optimized and adjusted, and the proportion of green freight will be increased, and by 2025, the proportion of green transportation of goods in the city will not be less than 12%. At the same time, the notice also shows that 100% of the logistics distribution (excluding dangerous chemical transport vehicles and cold chain transport vehicles) of less than 4.5 tons of truck passes in the 14th Five-Year Plan period is a new energy vehicle.
In general, domestic car companies, technology, or policies have vigorously supported the development of new energy trucks and made plans for the development of new energy vehicles in the future. However, if you want to truly replace traditional fuel vehicles, you need to solve the problem of difficult charging and long queues.