Commercial vehicles enter the new energy track
Commercial vehicles, as a major source of carbon emissions in my country and the main force in transportation, are a powerful tool to promote the auto industry to achieve the goal of carbon neutralization.
Recently, the National Development and Reform Commission and the National Energy Administration jointly issued the "14th Five-Year Plan for Modern Energy System" and proposed to actively promote the application of new energy vehicles in urban public transportation and other fields. 20% or so.
Driven by policies, the commercial vehicle industry will further accelerate the pace of carbon neutralization. Rapid growth of new energy sources, increased penetration, intelligent development and full coverage of vehicle models have become new trends in the commercial vehicle market.
High growth but still low penetration
At the 8th China Electric Vehicle 100 Forum held recently, the self-driving hydrogen fuel bus of Yutong Bus appeared in the exhibition area, attracting the attention of the guests.
"This new product, which has undergone three generations of iterative research and development, can fully meet the operating needs of diverse environments such as plains, mountainous areas, and plateaus," said Li Gaopeng, president of Yutong Group's New Energy Research Institute.
The promotion and application of new energy vehicles is considered by the industry as an important way for commercial vehicles to promote "dual carbon".
The sales of commercial vehicles continued to decline, but new energy commercial vehicles were thriving, with both production and sales booming, showing a good situation in which both market size and development quality were improved.
In 2021, the sales volume of new energy commercial vehicles will reach 197,000 units, a year-on-year increase of 51.4%, and the penetration rate will reach 4.2%.
Many car companies are scrambling to deploy and deepen the new energy commercial vehicle market.
BYD will deliver more than 85,000 pure electric commercial vehicles globally in 2021.
In 2014, Geely Holding Group established Geely Commercial Vehicles, and in 2016, it officially established a commercial vehicle brand focusing on the new energy field - Yuanyuan Automobile.
Liu Hanru, chief scientist of Geely Commercial Vehicle Group, introduced that Yuanyuan Automobile will quickly seize the market in 2021, and quickly established its leading position in the new energy commercial vehicle industry through product and business model innovation. The overall sales volume for the year increased by 288% year-on-year.
Xu Honglei, deputy dean of the Planning and Research Institute of the Ministry of Transport, said that the penetration rate of new energy vehicles in the commercial vehicle field is lower than that of passenger vehicles.
Pure electric commercial vehicles have become the mainstream models of new energy commercial vehicles, and the sales of plug-in hybrid electric vehicles have been declining year by year. There are three main reasons: First, the technical bottleneck, the existing battery energy density cannot meet the long-distance heavy load of commercial vehicles. The actual demand for transportation; the second is the cost bottleneck. At present, the purchase cost of pure electric and hydrogen fuel cell commercial vehicles is significantly higher than that of diesel trucks, and the use cost of hydrogen fuel cell commercial vehicles is generally higher than that of diesel trucks; Emission standards, the carbon emission reduction of commercial vehicles cannot be controlled from the source.
There is still a certain gap between the development of new energy commercial vehicles and passenger vehicles, but it also indicates potential and future.
Cai Tuanjie, director of the Transportation Services Department of the Ministry of Transport, said that during the "14th Five-Year Plan" period, the new promotion goals of new energy vehicles will be further clarified. up to 72%, 35% and 20%.
Heavy goods vehicles are key to reducing emissions
Since the beginning of this year, the continuous increase in oil prices has driven the rapid growth of sales of new energy commercial vehicles, especially new energy heavy trucks.
From January to February this year, a total of 3,223 new energy heavy trucks were sold, a year-on-year increase of 1076%, of which pure electric heavy trucks accounted for over 99%.
It is understood that new energy heavy trucks are currently in short supply, and some companies have already placed orders for May.
Heavy goods vehicles are the key to reducing emissions from commercial vehicles.
According to Xu Honglei, in the calculation of carbon emissions of commercial vehicles, the carbon emissions of all commercial vehicles account for nearly 65% of the carbon emissions of all vehicles, of which the carbon emissions of heavy trucks account for 83.5%, which are the key models in all vehicles with carbon emission reduction. .
The hot sale of new energy heavy trucks began with the "Notice on Confirmation of National VI Emission Products for Heavy-Duty Diesel Vehicles" issued by the Ministry of Industry and Information Technology.
The "Notice" requires that from July 1, 2021, enterprises will stop the production and sales of heavy-duty diesel vehicle products that do not meet the requirements of the National VI Standard.
This means that emissions have become an important limit indicator for heavy truck production.
Two months later, new energy heavy trucks ushered in a turning point in their development.
According to Liang Linhe, director of Sany Group and chairman of Sany Heavy Truck, over the years, the domestic heavy truck market has been highly concentrated, with the top five state-owned auto companies occupying more than 80% of the market share.
New energy has changed the original pattern. In 2021, the sales of new energy heavy trucks by the traditional top five OEMs will only be 17%, and 83% of the shares will be dominated by new energy and new forces.
He expects that new energy heavy trucks will maintain high growth in the next few years.
"With the gradual improvement of the new energy product system and the continuous maturity of the three-electric technology, more and more users will choose new energy models." Ma Xinlei, a heavy truck dealer in Beijing, believes that in the process of commercial vehicle new energy, the process of new energy is accelerating. Under the background, dealers should seize the opportunity, change their business ideas, and actively explore the new energy truck market.
Promote carbon reduction in the whole industry chain
To achieve carbon reduction for commercial vehicles, it is necessary to build an energy-saving and carbon-reduction ecosystem based on green energy.
Only by achieving carbon reduction in the entire industry chain can we truly achieve the "dual carbon" goal.
Wu Xibin, general manager of Beiqi Foton Motor Co., Ltd., said that commercial vehicles are different from passenger vehicles, and the technical routes for carbon reduction in different usage scenarios are different.
At present, Foton Motor can promote the development of energy saving and carbon reduction in the commercial vehicle industry through different technical routes - pure electric, fuel cell, hybrid, etc. .
Parts remanufacturing is an indispensable part of building a green ecology of the full value chain of commercial vehicles.
Ye Shengji, chief engineer and deputy secretary-general of China Association of Automobile Manufacturers, pointed out that compared with original manufacturing, remanufacturing of auto parts can save materials and energy consumption by more than 70%, and reduce manufacturing costs by 30% to 50%; The adverse impact on the environment is significantly reduced.
Vigorously developing the parts and components remanufacturing industry is of great significance to the automotive industry to reduce carbon emissions, save energy and reduce costs, as well as promote the realization of the "dual carbon" goal.
However, at present, my country's auto parts remanufacturing industry has problems of being small, scattered and weak.
Ye Shengji suggested that relevant departments should not only continuously cultivate and tap market demand, but also promote the establishment of a sound policy and regulation system, and relevant regions should promote the construction of industrial bases to form an industrial agglomeration effect.
From the perspective of the enterprise, the technological innovation of the auto parts remanufacturing industry should be further strengthened, and the equipment and production capacity of dismantling, cleaning, manufacturing, and assembly should be improved. Equipment digital transformation.
"In addition to deep electrification, there is also intelligent efficiency." Xu Honglei said that intelligent efficiency refers to the use of intelligent technology to realize the automatic driving of commercial vehicles and the interaction between the vehicle network in the development process of future commercial vehicles. Improve energy efficiency.
"The opportunity to reshuffle the supply chain has come." Liang Linhe believes that energy changes, technological changes, and industry changes have leveled the starting line of brands, and traditional brands no longer have inherent advantages.
The brand of new energy commercial vehicles has also ushered in a reshuffle, and new leading companies will be born.
Our reporter Liu Jin