The Chinese heavy-duty truck market has experienced "thirteen consecutive declines", which is already "horrible". The new energy heavy-duty truck market is booming, and sales continue to soar. From January to April this year, the cumulative sales volume increased by 528% year-on-year.

The new energy heavy-duty truck market continues to boom, becoming a beautiful "landscape" in the heavy-duty truck industry, boosting the confidence of people in the heavy-duty truck industry. The new energy tractor is marked by environmental protection and green, and is widely used in steel, ports, branch lines and other fields. It has won "green points" for application companies and won the "trust" of the market. In April 2022, 636 vehicles were sold , A total of 3286 units were sold from January to April. (With N3 as the model classification standard, the new energy heavy trucks in this article only refer to vehicles with a total vehicle mass of ≥12000kg, including tractors, dump trucks, trucks, mixer trucks, special vehicles, etc., excluding chassis, military vehicles, and export vehicles)

Sales of new energy tractors exceed 3,000 units, up 963% year-on-year

According to tram resource data, from January to April 2022, 5,886 new energy heavy trucks were sold, of which new energy tractors (referred to as tractors, including semi-trailer tractors, the same below) sold over 3,000 units, reaching 3,286 units, which is the same as 2021. Compared with the January-April sales (309 units), it has increased by 963%.

From January to April, 1,520 new energy dump trucks were sold, 636 new energy special vehicles were sold, 419 new energy mixer trucks were sold, and 25 new energy trucks were sold.

The number of tractors sold exceeds the sum of other models, and is the largest model of new energy heavy trucks, accounting for 55.83%.

XCMG/Hanma/Beiben ranked top three in sales of new energy tractor companies in the first four months

From January to April 2022, a total of 25 new energy heavy truck companies will sell tractors. In the fierce market competition, Xugong Automobile won the first tractor sales champion in the first four months with an excellent performance of 613 units.

The top three companies in terms of sales volume from January to April are: XCMG Automobile, Hanma Technology, and Beiben Heavy Duty Truck, with sales of 613, 557 and 467 vehicles respectively.

The total sales volume of the top three companies was 1,637 units, accounting for 49.82% of the total sales volume of tractors from January to April. The effect of the leading companies is very obvious.

From January to April, among the top ten companies in the sales of new energy heavy trucks and new energy tractors, 8 companies are the same, which shows that most new energy heavy truck companies mainly sell new energy tractors, and only a small number of new energy Heavy truck enterprises mainly sell dump trucks, mixer trucks and special heavy trucks for sanitation.

Sales of tractors in April exceeded 600 Sany/XCMG/Hanma top three

In April 2022, a total of 21 new energy heavy truck companies sold tractors. In April, affected by the epidemic, the growth of tractor sales slowed down. The sales volume of the top three companies in April: Sany Automobile ranked first with 167 sales, Xugong Automobile and Hanma Technology tied for second with 113 sales respectively.

The sales of the top three companies all exceeded 100 units, with a total sales volume of 393 units, accounting for 61.80% of the total sales of tractors in April.

Electric tractor has become a mainstream energy-replenishing model

According to the statistics of tram resources, from January to April 2022, 1,925 electric tractors were sold, accounting for 58.58%. They have become the main models of new energy tractors, and they are also the most widely used and hottest models. It is widely used in scenarios such as steel, ports, and branch lines.

1,286 pure electric (excluding battery swap) tractors were sold, accounting for 39.14%.

From January to April, 68 fuel cell tractors were sold; 7 plug-in hybrid tractors were sold, 6 by Shenhe Automobile Co., Ltd. and 1 by China National Heavy Duty Truck Group Jinan Truck Co., Ltd. .

The best-selling tractor model Valin Star in the first four months of the year won the championship.

From January to April 2022, among the TOP10 best-selling models of new energy tractors, the top three models are: Hanma Technology's battery-swappable pure electric semi-trailer tractor (HN4250B36C6BEV Valin Star brand), Beiben Heavy Duty Truck's Pure electric tractor (ND4250BBXJ7Z02BEV Beiben brand), battery-swappable pure electric semi-trailer tractor of XCMG (XGA4254BEVWCA Xugong brand).

Among the best-selling models of tractors, there are 6 models of electric tractors. Among them, XCMG Motor and Hanma Technology each have two models, and SAIC Hongyan and China FAW have one each.

There are 4 pure electric (excluding battery swap) tractors, Beiben Heavy Duty Truck has two models, Zhilan Heavy Truck and Sany Automobile have one each.

Battery field: CATL continues to "dominate"

According to the statistics of tram resources, from January to April 2022, the number of power batteries supporting new energy tractors , lithium iron phosphate batteries (including applications with fuel cells), is the highest, reaching 3,237 vehicles, accounting for 98.51%. Other battery types The number of supporting vehicles is 49, accounting for 1.49%.

According to statistics, the battery capacity of the power battery for over 80% of the models is between 281-283kWh.

From January to April, a total of 20 battery companies provided supporting batteries for tractors, including 10 power battery companies and 10 fuel cell companies. Among the supporting battery companies, CATL provided 2,859 vehicles (including optional models), accounting for 87.01%, and the proportion fell below the 90% mark. The power battery company with the most models.

From January to April, 10 fuel cell companies provided supporting fuel cells for 68 tractors, namely: Shanghai Reshape Energy Technology Co., Ltd., Zhejiang Reshape Energy Technology Co., Ltd., Guangdong Hongli Hydrogen Power Technology Co., Ltd., Shanghai Reshape Energy Technology Co., Ltd. Jening New Energy Technology Development Co., Ltd., Tianjin New Hydrogen Power Technology Co., Ltd., Wei Shi Energy Technology Hebei Co., Ltd., Weichai Power Co., Ltd., China Energy National Hydrogen (Tianjin) New Energy Technology Development Co., Ltd., Shenzhen Hydrogen Blue Times Power Technology Co., Ltd., Shenzhen Jening New Energy Technology Development Co., Ltd.

Hubei Yiwei Power Co., Ltd. supplied 389 new energy tractors with lithium iron phosphate batteries (including optional models).

Tianjin Rongshengmeng Guli New Energy Technology Co., Ltd. supplied lithium manganate batteries for 49 new energy tractors.

Motor field: Tubaijia supporting over 1,000 vehicles ranked first in a row

In the sales of new energy tractors from January to April 2022, there are a total of 18 supporting motor companies.

There are 8 electric motor companies with more than 100 supporting models (including optional models), of which the number of Tubaijia Power vehicles exceeds 1,731 (including optional models).

Suzhou Green Control, Shaanxi Fast, CRRC Times, Beiqi Foton, Suzhou Hexing New Energy, Jiangsu Weiteli Motor, and Zhonglian Nengchuang have more than 100 supporting models (including optional models).

summary

Driven by the "dual carbon" goal, the prospect of new energy heavy trucks is bright, and sales will continue to rise.

New energy tractors are widely used in the fields of steel, ports, and branch lines, and have become important models to replace fuel heavy trucks. With the application of a large number of new energy tractors, new energy tractors will become the main models in the field of short-running branch lines.

Battery swap tractors have a huge advantage in the field of short branch lines, and fast, convenient and environmentally friendly battery swap tractors will continue to grow rapidly.

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