[First Commercial Vehicle Network Original].
In November, China's new energy heavy truck sales reached 4,632 (note: this article refers to all models with a total weight of 12t and above, including tractors, dump trucks, trucks, special vehicles and other varieties, the data ** is the actual sales caliber of compulsory traffic insurance, excluding exports and military vehicles, the same below), creating the highest monthly sales since 2023. Among them, Yutong new energy heavy trucks sold 612 units, simultaneously creating its own record for the highest monthly sales in 2023, but in fact, Yutong not only created a "record" of the highest monthly sales in November.
Please see the analysis and interpretation of the first commercial vehicle network.
For three consecutive months, it won the sales championship of fuel cell heavy trucks, and the share in November was nearly 4%.
In November, 552 fuel cell heavy trucks were sold in China, an increase of 115% month-on-month and 34% year-on-year, also creating the highest monthly sales in 2023.
In November, Yutong still won the sales championship in the fuel cell heavy truck market. Yutong sold 200 fuel cell heavy trucks in November, with a monthly share of 3623%, becoming the first company in the commercial vehicle industry to achieve monthly sales of 200 fuel cell heavy trucks in 2023.
Note: The above figure shows the sales volume of fuel cell heavy-duty truck chassis manufacturers, and the sales volume of modification manufacturers is not listed separately.
It is worth mentioning that this is the third consecutive month that Yutong has won the sales championship in the fuel cell heavy truck market, and if you count the previous "championship", Yutong has won the sales championship of fuel cell heavy trucks four times from January to November 2023. According to the observation of the first commercial vehicle network, after winning the championship with a market share of more than 50% in September, Yutong successfully sat on the top of the cumulative sales list of fuel cell heavy trucks this year, with the two consecutive awards in October and November, Yutong's leading edge in the fuel cell heavy truck market was further expanded: from January to November, Yutong sold a total of 611 fuel cell heavy trucks, a significant increase of 133% year-on-year, leading the second largest enterprise more than 200 vehicles, with a market share of 2347%, a significant increase of nearly 8 percentage points over the same period last year, is the largest increase in the market share of fuel cell heavy trucks.
Yutong hydrogen fuel heavy truck delivered to Tangshan.
The first commercial vehicle network also noted that the cumulative growth rate of Yutong fuel cell heavy trucks from January to November 2023 was 133% higher than the overall growth rate of the fuel cell market (+55%), which was 78 percentage points higher than the overall growth rate of the fuel cell market (+55%), thanks to the excellent performance of fuel cell heavy trucks, especially the super performance of winning the sales championship for three consecutive months, Yutong's ranking in the entire new energy heavy truck field has also increased to third, you know, after June, Yutong is still ranked 5th in the industry.
What kind of products make Yutong soar in the fuel cell heavy truck market?
The key subdivisions cover traction, dumping, and sanitation, all ranking first
As the earliest enterprise in China to deploy fuel cell commercial vehicle products, Yutong has established the industry's first fuel cell and hydrogen energy engineering technology research center. Relying on the group's 14 years of hydrogen fuel research and development experience and technology accumulation, Yutong heavy trucks have been upgraded on the basis of pure electric vehicles to focus on safety and economy in view of the characteristics of hydrogen use, and now Yutong's hydrogen fuel tractors, dump trucks, concrete mixer trucks and other models have become star products in the field of fuel cell heavy trucks in China.
From January to November 2023, Yutong sold 344 fuel cell tractors and 198 fuel cell dump trucks, respectively, accounting for 56 percent of Yutong's fuel cell heavy truck sales3% and 32The proportion of 41% is the biggest contributor to Yutong's successive championships in the fuel cell heavy truck market. In addition, from January to November, Yutong fuel cell concrete mixer trucks and fuel cell sanitation vehicles (including cleaning trucks, cleaning trucks, garbage trucks, etc.) sold 76 and 92 respectively, accounting for 376% and 753%。
It is worth mentioning that among the two most important segments of fuel cell heavy trucks, tractors and dump trucks, Yutong ranks first in the industry, with a market share of 2045% and 6492%；The market share of fuel cell concrete mixer truck and fuel cell sanitation truck reached 30 respectively3% and 50%, ranking second and first in the industry respectively.
The first commercial vehicle network noted that in the field of fuel cell dump trucks, Yutong's market share reached a staggering 6492%, with a huge lead. In November, Yutong sold 178 new energy dump trucks, and won the first place in the monthly sales list of new energy dump trucks for the first time in the year, of which 56 fuel cell dump trucks were contributed, which was a major contributor to Yutong new energy heavy trucks winning the championship for the first time in the field of dump trucks.
Yutong hydrogen fuel heavy truck was delivered to Zhengzhou High-tech.
In November, in addition to setting a new monthly sales record of 612 new energy heavy trucks in the year, Yutong won the sales championship in the two major market segments of fuel cell heavy trucks and new energy dump trucks. From January to November, Yutong ranked first in the fuel cell heavy truck market with a market share of nearly 1 4, of which fuel cell tractors, fuel cell dump trucks, and fuel cell sanitation vehicles all ranked first. If you count the monthly list of fuel cell tractors, fuel cell dump trucks and other subdivided models, Yutong's "champions" will add a few.
In the view of the first commercial vehicle network, it is not accidental that Yutong has won so many "champions".
Taking advantage of the "right time, place and people", it is no accident that Yutong fuel cell heavy truck has reached the top
On September 21, 2020, the Ministry of Finance, the Ministry of Industry and Information Technology and other five ministries and commissions issued the Notice on Carrying out the Demonstration Application of Fuel Cell Vehicles, deciding to carry out the demonstration application of fuel cell vehicles. On December 20, 2021, the Zhengzhou fuel cell vehicle demonstration application city cluster was officially approved. A large part of the reason for the approval of the Zhengzhou fuel cell vehicle demonstration application city cluster is because of the existence of Yutong. As early as 2015, Zhengzhou built the first hydrogen refueling station in Henan Province and the third in the country, and opened the first hydrogen fuel cell bus demonstration line in Henan Province in 2018.
From the perspective of time, when Zhengzhou urban agglomeration becomes a demonstration city for fuel cell vehicles, it is also the time when Yutong fuel cell heavy truck grandly debuts on the "stage". Based on Yutong Group's more than ten years of fuel cell technology research and development experience, Yutong fuel cell heavy truck is not an exaggeration to describe it as "a blockbuster". In the first year of the demonstration application of fuel cell vehicles in Zhengzhou (2022), Yutong fuel cell heavy trucks began to be "launched" in batches. In 2022, Yutong fuel cell heavy-duty trucks will sell a total of 482 vehicles, with a market share of nearly 20%, and it will enter the top two in the industry in the first year of "entering the industry". At that time, about 80% of Yutong's fuel cell heavy trucks were "demonstrated" in the Zhengzhou urban agglomeration. In 2023, Zhengzhou urban agglomeration will still be a hot seller of Yutong fuel cell heavy trucks.
The delivery of 100 buses in Zhengzhou and the launching ceremony of the operation of the 1,300th hydrogen fuel cell vehicle.
If the hot sales of Yutong fuel cell heavy trucks in the Zhengzhou urban agglomeration are "the right time, place and people", then Yutong fuel cells are also widely praised in Tangshan, Changsha and other places, which can only be explained by "the fragrance of wine is not afraid of deep alleys". Taking Tangshan as an example, as a major city in the Beijing-Tianjin-Hebei fuel cell vehicle demonstration city agglomeration, the competition in the fuel cell heavy truck market in Tangshan has been fierce. In 2022, Yutong grabbed 267% market share, ranking second;From January to November 2023, Yutong's share of the Tangshan fuel cell heavy-duty truck market rose to 359%, ranking first. At the same time, in other declared third batch of fuel cell vehicle demonstration city clusters, more and more Yutong fuel cell heavy trucks have been seen, such as Changsha, more than 40% of the fuel cell heavy trucks on the board in Changsha this year are Yutong brand.
In fact, since 2023, the news of the batch delivery of Yutong fuel cell heavy trucks has continued. On December 8, Zhengzhou Jinma hydrogen energy hydrogen refueling station was put into operation, and Yutong hydrogen energy heavy trucks were delivered in batches on the same dayOn October 28, 110 Yutong hydrogen energy heavy trucks were delivered to Jiujiang wire rod and put into operation, which is the first batch of more than 100 hydrogen energy heavy trucks delivered in Tangshan. The recent two deliveries, both in the province and outside the province, it is not difficult to see that Yutong fuel cell heavy truck is facing the whole country "full fire".
Batch delivery again and again, Yutong fuel cell heavy truck has only one goal - year-end sales crown!