In 2021, with the continuous promotion of the national "dual carbon" strategy, China's new energy heavy-duty trucks will experience relatively high production and sales growth. In 2022, when the heavy truck industry falls into a downturn, the new energy-heavy truck will rise against the trend and the Market penetration will continue to expand. Especially for energy conversion heavy-duty trucks, due to their high energy replenishment efficiency and flexible business models, they are increasingly favored and sought after by people. The market sales in 2023 will be eye-catching. In the future, China will usher in a period of rapid growth of heavy trucks. At the same time, as uploaders and trailer companies associated with the heavy-duty truck industry, they will also face market opportunities.
Advantages of China's heavy truck electricity exchange market:
In recent years, driven by policies, China's new energy vehicle industry has shown explosive growth. In terms of commercial vehicles, heavy trucks are the focus of the national transportation carbon reduction strategy, and the development of new energy-heavy trucks has become an industry consensus.
At present, there are two main modes of kinetic energy supply for pure electric heavy-duty trucks in China: charging mode and battery replacement mode. In the market, the power exchange mode of new energy-heavy trucks has achieved the advantage that users do not need to wait for a long time.
At the same time, in terms of procurement costs for the "separation of vehicles and electricity", heavy truck power exchange has more commercial flexibility and more economical production. At present, the battery capacity of heavy trucks with battery replacement is mostly 282-kilowatt hours, and the operation mileage can be effectively increased through battery replacement technology.
In battery exchange mode, truck batteries can achieve centralized charging, effective monitoring, and unified management, reducing battery loss during rapid charging and extending battery life. Compared with the charging mode, the application of the battery exchange mode shortens energy replenishment time and is more suitable for commercial operation. This has also led many OEMs, battery companies, and financial institutions to invest in technical research and financial support for the heavy-duty truck business while accelerating the construction and development of power exchange platforms.
At present, the terminal sales price of traditional fuel heavy-duty trucks is approximately 300000 to 450000 yuan, while the final sales price of pure electric heavy-duty trucks is generally 650000 to 800000 yuan. Even some high-capacity pure electric heavy-duty trucks are priced at over 900000 yuan, with battery costs accounting for nearly half. In terms of commercial operations, battery-swapping heavy-duty cards are sold in a "car electricity separation" manner, which makes the battery-swapping model more suitable for promotion.
At present, the "separation of vehicle and electricity" business model in China has preliminarily formed a battery leasing service business with the deep participation of host manufacturers, battery exchange operators, battery companies, and financial institutions. Customers are more selective when purchasing heavy trucks for battery swapping, and the advantages of heavy trucks for battery swapping are further highlighted.
The batteries of tractors and Dump trucks are exchanged to become the main force:
Under the continuous efforts of the "dual carbon" strategy, it is considered the best application scenario for new energy-heavy trucks in short-distance, high-carbon emission transportation fields such as ports, mines, steel mills, construction sites, etc. The scope and operation time of these fields are relatively fixed. The market demand for battery exchange tractors and Dump trucks also ushered in a "golden age".
As of the 356th batch announcement of the Ministry of Industry and Information Technology, there are a total of 389 battery replacement products (excluding battery replacement chassis). Among them, 309 kinds of heavy trucks (126 kinds of tractors, 125 kinds of Dump trucks, and 58 kinds of mixers) have replaced batteries. Chinese original equipment manufacturers and Custom car manufacturers are also very active in the application of battery-exchange heavy truck models and are confident in the prospects of battery-exchange heavy trucks.
The Future of China's Heavy Truck Power Exchange is Bright:
Under the guidance of national policies, the transition of heavy trucks to new energy has become a trend. At the same time, the country is also accelerating the formulation and implementation of the "dual point" policy for commercial vehicles. Currently, the demand for new energy heavy-duty trucks in China is constantly increasing, the market size is expanding year by year, and the industry development is showing an upward trend. Due to the lack of unified standards for battery replacement of heavy trucks, more and more host manufacturers, battery companies, battery replacement operators, and research institutions are realizing the importance of developing industry standards for battery replacement of heavy trucks, and have seized the opportunity by accelerating layout.
On April 23rd, Jiangsu Province took the lead in passing the group standard review of the "Technical Specification for Battery Replacement System of Pure Electric Heavy Trucks in Jiangsu Province", which will be an important milestone in the development of China's battery replacement industry. Combined with the current development of battery-replacement heavy trucks, it can be judged that the battery-replacement heavy truck industry in China is in the Key Stage of transition from the initial stage to the growth stage.
With the continuous promotion of the national "dual carbon" strategy, the call for the introduction of the "industry standard" for heavy truck replacement is becoming increasingly high. It can be foreseen that in the future, the battery replacement heavy truck market will usher in a trillion-level blue ocean, and relevant top-loading companies and trailer companies will also face new opportunities in the current industry downturn.
The rapid development of the electric two-wheeled vehicle battery swapping market has also attracted a large number of enterprises to come and lay out, not only for heavy truck battery swapping. At present, shared electric vehicles and instant delivery fields are the main markets in the electric two-wheeled vehicle battery exchange industry.
With the implementation of the new national standard for electric two-wheeled vehicles and the continuous development of lithium battery technology, the future electric two-wheeled vehicle battery exchange industry is expected to explore the C-end market. Public data shows that on average, China travels more than 1 billion times by two-wheeled vehicles per day, with electric vehicles (including shared mopeds) traveling an average of 700 million times per day. The ownership of electric bicycles and motorcycles has reached 400 million units, with an annual increase of 46 million units;
The number of instant delivery customers exceeds 16 million, with an average daily mileage of over 110 kilometers and working hours of over 10 hours. In front of them is an extreme desire for battery life, so the battery exchange mode has emerged. It is predicted that by 2025, the market size of the electric two-wheeled vehicle battery swap industry is expected to reach 32.85 billion yuan. If you are interested, you can check the business model of battery exchange stations to learn more about battery exchange.
You must be logged in to post a comment.