Liang Linhe, director of Sany Group and chairman of Sany Heavy Truck, said that over the years, the concentration of the domestic heavy truck market has been high, and the five state-owned automobile enterprises at the head account for more than 80% of the market share. New energy has changed the original pattern, in 2021, the new energy heavy truck sales of the traditional five strong OEM Oems are only 17%, and 83% of the share is 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 goods system and the continuous maturity of the three power technology, more and more users will choose new energy models." Beijing heavy truck dealer Ma Xinlei believes that in the context of the continuous acceleration of the new energy process of commercial vehicles, dealers should seize the opportunity to change their business ideas and actively explore the new energy truck market.
Promote the reduction of carbon across the industrial chain
To achieve carbon reduction in 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 whole industrial chain can we truly achieve the goal of "double carbon".
Wu Xibin, general manager of Beiqi Foton Automobile Co., LTD., said that commercial vehicles are different from passenger cars, and the technical routes for carbon reduction under different use scenarios are different. At present, Foton Automobile can achieve based on the customer's use scenario and working conditions, combined with the product functions and characteristics of commercial vehicles, through different technical routes - pure electric, fuel cell, hybrid power, etc., to promote the development of energy conservation and carbon reduction in the commercial vehicle industry.
To build green ecology of the whole value chain of commercial vehicles, component remanufacturing is an indispensable part. Ye Shengji, chief engineer and deputy secretary-general of the China Association of Automobile Manufacturers, pointed out that compared with the original manufacturing, auto parts remanufacturing can save more than 70% of materials and energy consumption, and reduce manufacturing costs by 30% to 50%; Compared with manufacturing new products, the adverse impact on the environment is significantly reduced. Vigorously developing the parts remanufacturing industry is of great significance to the emission reduction and cost reduction of the automobile industry, as well as to promote the realization of the "dual carbon" goal.
However, at present, China's auto parts remanufacturing industry has small, scattered and weak problems. Ye Shengji suggested that relevant departments should not only continue to cultivate and tap market demand, but also promote the establishment of a sound policy and regulatory system, and relevant regions should promote the construction of industrial bases to form an industrial agglomeration effect. From the enterprise level, we should further strengthen the scientific and technological innovation of the auto parts remanufacturing industry, improve the equipment and production capacity of dismantling, cleaning, manufacturing, assembly, etc., at the same time, further standardize the evaluation and certification system of remanufactured products, and actively promote the digital transformation of remanufacturing technology and equipment.
"In addition to deep electrification, there is also intelligent efficiency." Xu Honglei said that the high efficiency of wisdom means that in the future development process of commercial vehicles, the use of intelligent technology to achieve the automatic driving of commercial vehicles and the interaction between vehicle networks to further improve energy efficiency.
"The opportunity to realign the supply chain is here." Liang Linhe believes that energy change, technological change, and industry change have leveled the starting line of the brand, and traditional brands no longer have an inherent advantage. The brand of new energy commercial vehicle has also ushered in a reshuffle, and a new head enterprise will be born.
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