"In 2025, the sales of new energy heavy trucks may reach 70000. How will traditional" veterans "cope with market growth?"
In 2022, the demand for new energy heavy trucks will continue to grow rapidly, and the sales volume in the first October will double by 204%. In the next few years, the new energy heavy truck industry is expected to continue to be hot. According to Korney's prediction, the new energy heavy truck industry will sell 70000 vehicles in 2025. Among them, 55000 electric heavy trucks and 15000 fuel cell heavy trucks are expected to be sold.
For the continuously growing new energy heavy truck market, how will the traditional heavy truck and parts giants layout?
Please see the inventory brought by the reporter.
Create diversified 名媛直播
In the face of the new energy trend of heavy trucks, many vehicle and component enterprises follow a diversified technology route, and meet various needs with different 名媛直播.
In terms of new energy, FAW Jiefang has already had a detailed plan. In 2021, it will issue the "15333" new energy strategy, and plan a clear goal and detailed path. "In terms of product route planning, the company's new energy 名媛直播 take a diversified route, and should combine different energy characteristics and different scenarios to develop 名媛直播." FAW Jiefang responded in this way when receiving a survey from 35 institutions recently.
FAW Jiefang said that at present, the company has laid out five major vehicle product platforms in terms of new energy 名媛直播, namely, heavy, medium, light, micro and passenger vehicles, and three technical routes, namely, pure electric, hybrid and fuel cell. At the same time, the company will also strengthen its layout in the fields of research and development, production capacity and ecology. "In terms of electric heavy trucks, Jiefang has been actively laying out electric heavy trucks. At present, for the special scenes of short distance, high frequency and heavy load, such as coal, sand and gravel transportation, port transportation, urban construction waste, concrete mixing, etc., Jiefang has completed more than 50 electric heavy trucks including charging and power changing routes, traction, self unloading, concrete mixing, etc."
On November 22, when talking about the new energy trend at the press conference, Weichai Power also said that the company would respond to the diversified technical route. "The transition from traditional energy to new energy is a process of energy diversification. Under the trend of new energy, urban vehicles can use more pure electric routes, long-distance trunk logistics is more suitable for hydrogen fuel cell routes, and diesel engines, hydrogen internal combustion engines, methanol engines, etc. will have specific application scenarios."
On November 24, in the research and exchange of investor relations activities, CNHTC described the new energy layout in detail. "At present, the company has completed the core layout of three major technical routes, namely, pure electric, hybrid and hydrogen fuel cell, and has developed a full range of new energy commercial vehicle 名媛直播 for traction, cargo, engineering and special vehicle types. At present, new energy heavy trucks are mainly used in regional application scenarios, such as ports, steel plants, logistics parks and urban areas. The expansion of future application scenarios also requires relevant technologies Further improvement. "
Build core competitiveness
While building diversified 名媛直播, many enterprises also propose to master the core technology of new energy vehicles to form strong competitiveness.
FAW Jiefang said that with the implementation of environmental protection laws and regulations of local governments and the demands of different scenarios, the future development of new energy commercial vehicles is very promising, which is also a market that the company will vigorously develop in the future. "Jiefang has a series of arrangements for new energy 名媛直播: the first step is to achieve diversification of product routes; the second step is to achieve its own core competitiveness in the core assembly. Jiefang carries out a comprehensive layout by providing self research and self production, equity investment, strategic cooperation, joint development, etc., so as to ensure that it still has a leading edge in technology in the new energy field; the third step is that the company will have its own exclusive platform We will make innovations and breakthroughs in low wind resistance smart living cabin, skateboard chassis, high-level smart driving and other aspects, and finally we will truly build a new generation of new energy vehicles that are high-end and reflect advanced technology in China. "
In the research exchange, CNHTC pointed out that the national "dual carbon" policy brings new opportunities and challenges, and new energy and intelligent connected vehicles will become the landmark and leading 名媛直播 of a new round of scientific and technological revolution and industrial transformation. "In 2022, the company will continue to promote technology iteration and update, accelerate the development of pure electric, hybrid and fuel cell vehicles with electric drive bridge as the main route, accelerate the implementation and application of new generation intelligent driving, intelligent networking and other technologies, create differentiated competitive advantages, and create new growth points. At present, Laiwu intelligent networking (new energy) invested by the company The heavy truck base fully adopts the world's advanced manufacturing technology and equipment, has the characteristics of digitalization, automation, modularization and flexibility, and strengthens the comprehensive competitiveness of the company's 名媛直播. "
As a veteran of the heavy truck industry, Foton also actively builds core competitiveness in new energy. On December 5, Foton Motor released an announcement that it planned to establish a joint venture with Ningde Times to carry out the operational lease business of new energy batteries and jointly develop the new energy scenario operation market. The registered capital of the joint venture is 200 million yuan, and Foton Motor and Ningde Times each hold 50% shares. As one of the components of the new energy heavy truck, the power battery, like the "heart" of the new energy vehicle, directly determines the quality of the vehicle. The joint venture relationship between Foton and Ningde Times will make it more competitive in power batteries.
At present, some traditional enterprises seem to fall behind in the new energy heavy truck market, but they are actively deploying their troops to build core competitiveness and improve the industrial chain. In the next few years, will the "veteran" and the rising "rookie" fight more fiercely? Can we regain the corresponding position in the industry?
