Driven by policies such as "carbon peak, carbon neutrality", air quality improvement plan, energy security, environmental performance grading, comprehensive electrification, and carbon peak pilot demonstration, new energy heavy trucks with green, environmental protection, low carbon, zero emission, and intelligent technology as the core are developing rapidly, and their penetration rate is steadily increasing, and the business model is constantly innovating, and the pace of replacing traditional fuel heavy trucks is accelerating, and the new energy of heavy trucks has also become an irreversible inevitable trend.
Driven by both policy and market, the sales of new energy heavy trucks have risen steadily, and the prospects of the industry are very bright. With the improvement of technology, full electrification and the implementation of the "Air Quality Improvement Plan", more and more enterprises in high-energy-consuming industries have begun to apply new energy heavy trucks in batches and on a large scale.
Charging heavy truck standard.
First, the business model is relatively mature, and it is "favored" by all walks of life, and the sales volume continues to rise;Battery-swapping heavy trucks are efficient and fast, and the market continues to be hot, and has become an important energy-replenishing model in the field of new energy heavy-duty trucks, attracting more enterprises and capital to join the battery-swapping heavy truck track, and promoting the development of battery-swapping heavy trucksWith the support of national policies, hydrogen fuel cell heavy trucks have shown a trend of multi-point flowering and development, and more models have been listed, enriching the market, improving technology, and reducing costs, so that fuel cell heavy trucks have commercial propertiesHybrid heavy-duty truck models are further enriched, applications are expanding, and the market is in the acceptance period.
With the increase in the number of new energy heavy trucks, its economy has been verified in short transportation scenarios such as mines, ports, steel mills, and coal power plants, and its environmental protection advantages have been fully exerted, winning the "trust" of the market. New energy heavy trucks are trying to "run the trunk line", and large power and long battery life have become a new development direction, but there is still a long distance from building a complete industrial ecology, which is an opportunity and a challenge.
December 23, 2023, byTram resource hosting, co-organized by Jiangsu Automobile Industry Association and Chengdu New Energy Automobile Industry Promotion and Application Promotion Association, and supported by Jiangsu Power Investment Easy Charge New Energy Technology".2023 Green Heavy Truck Industry Conference and New Energy Heavy Truck Operators Conference"It was held in Suzhou. Held at the same time".2023 Green Urban Distribution & Green Heavy Truck Annual Awards Ceremony
The conference invited more than 300 experts and elites in the new energy heavy truck industry, including many industry experts, OEMs, charging and swapping operation enterprises, charging and swapping equipment enterprises, core component enterprises, operators and financial institutions, to discuss the development trend of the industry, explore the direction of the new energy heavy truck industry, share the ecological operation experience of new energy heavy trucks, and discuss new opportunities, new trends and new patterns of industry development.
2023 Green Heavy Truck Industry Conference and New Energy Heavy Truck Operators Conference"ByZhan Huayan, general manager of the scene of Boris Digital Energy (Shenzhen)**, served as the professional host.
Liu Guibin, Senior Technical Director of the Standards Institute of China Automotive Technology and Research CenterPublished ".Reflections on the charging and swapping standards for electric commercial vehiclesKeynote speech. He emphasized the important role of standards for the safe application of electric vehicles from the aspects of electric vehicle standards, charging standard systems, and commercial vehicle battery swap standard systems. He pointed out that charging is still the most commonly used way to supplement energy for medium and heavy-duty commercial electric vehicles, and the lack of charging power further restricts the large-scale application of medium- and heavy-duty commercial electric vehicles.
Nowadays, the types of battery specifications and sizes are still relatively scattered, which brings challenges to the development of the industry. The diversified design needs of vehicles and the rapid development of battery technology have brought great challenges to the standardization of power battery product specifications and sizes.
Formulate and form a battery swap standard system with safety, interchangeability and usability as the research content, realize the unification of hardware (battery pack, interface, battery swap mechanism) and software (communication protocol), and finally realize the interchange between vehicles, batteries and battery swap stations.
Fang Haifeng, chief expert of China Automotive Center and deputy director of China Automotive Policy ResearchPublished "."Development Trend and Suggestions of Green Heavy Trucks".In his keynote speech, he emphasized that the multiple energy routes of medium and heavy trucks will coexist and develop for a long time, and low-carbon will become a long-term development direction. The proportion of diesel has been declining year by year, natural gas has grown slightly and tends to be stable, the development of battery-swapping heavy trucks has been improving for a long time, and fuel cells have small batch conditions in the 14th Five-Year Plan.
Driven by multiple favorable policies and markets, the electrification of heavy trucks is developing rapidly, and it is expected to exceed 100,000 units in 2025 and 200,000 units in 2030.
Pure electric vehicles are still the mainstream technology route of new energy heavy trucks, and hydrogen fuel heavy trucks can be rapidly applied with the help of pilot projects in demonstration urban agglomerations.
He pointed out that battery swapping, fuel cell and other technical routes are more suitable for medium and long-distance heavy-haul freight needs, and now the battery swap mode has shown better economy in new energy heavy trucks, FCEV will also have greater potential with the development of technology, and the advantages of FCEV models in 2035 will gradually appear.
He said that there are still problems in the market, technology, cost, use, operational efficiency and infrastructure of heavy trucks, but the electrification of heavy trucks is the general trend.
Tong Zongqi, Deputy Secretary-General of the Charging and Swapping Branch of the China Association of ChinaPublished ".Ecological Development Status of China's Electric Vehicle Battery Swapping IndustryIn his keynote speech, he said that under the promotion of policies, battery swap vehicles and battery swap stations have maintained a growth trend, and the production and sales of battery swap heavy trucks are booming. The battery swapping technology of heavy trucks has matured, and multiple technologies have promoted the development of battery swapping heavy trucks in parallel. Heavy-duty truck battery swapping is widely used in "high-frequency" and "heavy-load" scenarios, and continues to expand operation scenarios.
On the basis of the successful application of battery swap vehicles and battery swap stations, the entire battery swap industry chain has been opened, and the battery swap industry ecology has been initially formed.
The battery swap standard has gradually become a system, covering national standards, energy industry standards, automotive industry standards, local standards and group standards.
He said that the battery swap standard for heavy trucks faces problems such as battery swap mode, inconsistent locking technology, inconsistent battery standards, high construction costs of battery swap stations, difficult site selection, and low proportion of battery swap model sales.
He called for encouraging the construction of battery swaps, accelerating the standardization of battery swaps, encouraging the two-way interactive development of battery swapping stations, power grids and electric vehicles, strengthening the supervision of battery life cycle data, creating a data sharing platform, etc., to promote the development of battery swapping heavy trucks.
Li Liguo, Secretary-General of China Electric Heavy Truck Battery Swap Industry Promotion AlliancePublished "."Heavy Truck Battery Swap Interchange Trunk Network Construction Trend".In his keynote speech, he emphasized that medium and long-distance trunk lines are advantageous scenarios for battery swapping, accounting for 66% of the total number of heavy trucks, and 2024 will become the first year of trunk battery swap network construction.
He pointed out that the interoperability and interchange standard is a necessary condition for the global coverage network, and the Ministry of Industry and Information Technology has formulated the interchangeability automotive industry standard, which has been announced on November 19, 2023, and released at the end of this year, which is the highest and most authoritative interchangeability standard at present, and is an important basis for the construction of the national public battery swap network, and interprets the QC T1201-2023 "Interchangeability of On-board Battery Swapping System for Pure Electric Commercial Vehicles" standard in detail.
He said that the sharing of battery swap stations and the construction of a shared battery swap network will promote the rapid development of battery swap heavy trucks, and eventually realize the national run of electric heavy trucks.
Li Xin, vice chairman of Jiangsu Automobile Industry AssociationPublished "."From the evolution of commercial vehicle battery swapping, we look at the sustainable development of truck battery swapping".In his keynote speech, he pointed out that in 2011, the commercial vehicle battery swap was operated for the first time, and introduced the operation of the commercial vehicle (bus) charging and swapping station in Nanjing and the 10-year promotion and summary experience of the commercial vehicle battery swap mode in Nanjing.
He emphasized that driven by the dual carbon strategy, the focus of commercial vehicles has shifted to heavy trucks. New energy heavy trucks face the pain points of large-scale applications such as slow charging, inefficient operation, occupying large area of site resources, and high cost.
There is enough incremental space for battery swapping heavy trucks;The vehicle has expanded from a single scene and short and medium-distance to a multi-scene, medium and long-distance operation, realizing cross-city, cross-province and cross-country (Belt and Road) operationThe separation of vehicle and electricity effectively reduces the cost of car purchase, and the difference between oil and electricity is the economy of replacing heavy trucksHeavy asset holders such as battery swap station construction operators and battery asset holders have stable investment returns.
In the realization of the standard system of battery replacement for heavy trucks.
1. Under the condition of interoperability and exchange, the sustainable development of battery-swapping heavy trucks.
He introduced in detail the "Jiangsu model" of battery swapping for heavy trucks, issuing policies and standards first, guiding industrial development, and managing battery swapping heavy trucks through the digital operation management platform. In Nanjing, Changzhou and Zhenjiang, the province-wide replacement of battery-swapped heavy trucks has been implemented, and a win-win ecology has been realized for car owners, car companies, cities, batteries, operations and other parties, and the sustainable development of battery-swapped heavy trucks has been promoted.
Wang Ruomeng, deputy general manager of Shanghai Qiyuan Core Power TechnologyPublished "."Transportation and Energy Integration, Promoting the High-quality Development of Transportation Electrification".In his keynote speech, he pointed out that with the large-scale development of the heavy-duty truck battery swap industry, Qiyuan's core power battery bank and battery charging and swapping operation network have achieved large-scale coverage of core scenarios, and more than 520 heavy-duty truck battery swap stations have been built.
Provide transportation and energy integration solutions, through the creation of a five-in-one intelligent service platform of "people, vehicles, stations, batteries, and power grids", the standardized battery system for vehicle storage and sharing horizontally expands the application of power battery asset sharing, and leads the development of the green electric transportation industry.
Through the construction of the standard system, the battery compatibility and interchange of cross-brand and cross-model batteries are realized, a rich product library of charging and swapping facilities is established to meet different needs, and the operation rules of users are deeply analyzed, and the regional energy replenishment scheme is customized in combination with the scene boundary.
He emphasized that we should do a good job in operation time management, realize "station-network interaction" to help battery swap stations open source and reduce expenditure, and improve operational efficiency with the help of new technologies, so as to reduce costs and increase efficiency.
Chang Wei, President of Boris Digital Energy (Shenzhen).Published "."Scene Sharing of Electric Heavy Truck Industry Chain and Commercial Operation".In his keynote speech, he pointed out that before the operator electric heavy truck, the electric heavy truck must be cost accounting. In the field of short-shift transportation, electric heavy trucks should try to choose the charging method, improve economic benefits at low cost, effectively alleviate the contradiction between centralized incoming vehicles and power supply, and the operation coverage radius of 50-60km is better. In the field of medium and long-distance transportation, the operation of electric heavy trucks has a large investment, a long path, a long distance, and a monopoly, which is more conducive to the promotion of the vehicle-electricity separation mode, which can be combined with charging and swapping, charging at both ends, and replacing the battery in the middle, so as to better reduce operating costs.
He revealed that the operating cost of the single vehicle must be clearly accounted for in the operation of electric heavy trucks, and the daily turnover must exceed 2,400 yuan in order to achieve profitability. The difference between oil and electricity is one of the conditions for the profitability of electric heavy truck operation, and it is demonstrated by the actual operation of the electric heavy truck fleet.
When the trunk charging and swapping network is formed, the low-cost operation advantages of electric heavy trucks will be further highlighted, so as to ensure the transportation benefits of electric heavy trucks under the premise that stable long-term income will be formed to achieve a win-win situation for all parties.
Ke Hua, general manager of Sany Heavy Truck Electrification Marketing CompanyPublished "."Green Logistics, Lines Must Be Reached".In his keynote speech, he pointed out that the rapid growth of new energy heavy trucks, the continuous improvement of the penetration rate, has developed from local pilots to "blooming everywhere", and the transportation mileage of new energy heavy trucks is limited to 100 kilometers.
He analyzed that short-distance transportation only accounts for 35% of the heavy truck operation scenario, and the medium and long-distance transportation scenario accounts for 65%, and the new energy of medium and long-distance transportation will have a decisive impact on the realization of carbon neutrality in the transportation industry. The blue ocean market for new energy heavy trucks during long-distance transportation.
The breakthrough of new energy heavy trucks lies in the difference in energy consumption cost, which is about 1 per kilometer5 yuan, when the operating mileage reaches 270,000 kilometers, the expenditure of trams and oil vehicles is balanced, and the longer the operating mileage, the lower the operating cost of electric heavy trucks.
He pointed out that with the continuous improvement of the penetration rate of new energy heavy trucks, the three technical routes of hydrogen fuel heavy trucks, battery-swapping heavy trucks and high-power heavy trucks will be parallel, and all have the potential for medium and long-distance transportation. Before the field of long-distance transportation was mature, it was still dominated by battery-swapping heavy trucks.
Fan Xiaoyan, product director of Yutong Commercial VehiclePublished "."Commercial Wisdom Wins the Future".In his keynote speech, he said that Yutong Heavy Truck Ruikong E Platform is the industry's first electric exclusive platform with integrated software and hardware, opening a new era of hardware integration and software upgrading.
He pointed out that electric heavy trucks have eight major pain points: insufficient battery life, low efficiency, insufficient power, insufficient safety, low attendance, poor stability, difficult management, and inferior to oil vehicles.
Yutong heavy trucks cover charging, battery swapping, hydrogen fuel, three technical routes, models have multiple versions, and provide full-scene solutions to meet customer needs.
Xu Yan, deputy general manager of Haitong Hengxin International Financial Leasing Co., LtdPublished "."Multi-variable Collaborative Sharing of Transportation Logistics and Energy Replenishment Infrastructure in the Operation of New Energy Heavy Trucks".In her keynote speech, she said that in the context of the electrification of the energy "consumption side", the participants in the shared ecology created by new energy vehicles as the carrier have carried out multi-variable "reconstruction and collaboration" of the traditional logistics industry.
Financial companies pay more attention to the scenario and provide financial support through the prospect analysis of the scenario.
Through the big data platform, a digital platform between "new energy vehicles, fleets, and operation and maintenance supervision" will be established on the basis of safety technology, LOT, and AI technology, and digital upgrading will promote the sustainable development of the industry.
Haitong Hengxin provides financing support for the source of goods, so as to realize vehicle operation and promote the development of new energy heavy trucks.
She also introduced the enterprise situation of Haitong Hengxin and the business situation of Haitong Hengyun.
Bruce Lee, general manager of Yunnan Zhongmin Logistics TechnologyPublished a keynote speech on "new energy operation efficiency and income increase is the last word", he said: "The new energy heavy truck industry is in the tuyere, there are many roads ahead, there is no established model to refer to, and there is no previous experience to learn from, but everything is changing, the new energy operation and energy supplement network construction company to contribute to the logistics industry, all parties in the new energy industry also need to continue to innovate, cooperate and empower the new energy heavy truck industry chain." ”
Shi Shengqian, Chief Marketing Officer of China Highway Vehicle Machinery *** Smart TravelPublished ".《"How to empower new energy heavy truck operatorsIn his keynote speech, he pointed out: "After the new energy heavy truck is driven by policies and markets, operators are the last executors to carry the actual implementation, but operators need to face many problems such as the stability of transportation capacity scenarios, the ability to integrate resources, and the ability to launch vehicles and infrastructure.
For operators, it is very important for operators to operate new energy heavy trucks by creating customized solutions based on new energy heavy truck transportation scenarios, providing operators with flexible cooperation models, providing smart logistics scheduling platforms, improving efficiency, and strengthening supervision. ”
Hu Chunfan, general manager of Jiangsu Power Investment Yichong New Energy TechnologyPublished "."Interoperability and Swapping, Ecological Win-Win".In his keynote speech, he said: "If the battery swap heavy truck track wants to go wider and wider, it is necessary to hit the pain point, and the core problem of the current battery swap heavy truck is that it cannot be interchanged. However, the time has not yet come for the unification of battery swap standards, otherwise it will limit the development space of technology. In this case, regionally leading standardization will be a key solution.
First of all, it is necessary to launch standardized batteries, secondly, to unify the main platform to achieve cross-subject interoperability, and finally to form a large-scale operation scenario, build a city-level interoperability and interchange ecosystem, and achieve a win-win city-level comprehensive energy ecology. ”
Zhang Jianhua, Director of the Operation Management Department of Green Future EnergyPublished "."Exploration, Development and Practice of Green Energy Transportation Trunk Lines".In his keynote speech, he pointed out: "The development of battery-swapping heavy trucks has encountered bottlenecks, most of the green electric transportation is operating in closed scenarios, a large number of battery assets cannot be exchanged, battery swap stations cannot be networked and operated, and mileage is not suitable for long-distance transportation. The breakthrough of the bottleneck of battery swapping heavy trucks needs to solve the problem of regionalization through an open and shared operation and maintenance mode: all battery swap stations should form an overall synergy to achieve resource sharing, and realize the same platform operation through informatization to maximize resources. ”
Gao Kai, general manager of Shanghai Jiuxing Energy Technology *** East ChinaPublished "."New Energy Battery Swap Heavy Truck Model".In his keynote speech, he said: "There are many participants in the battery swap business ecosystem of vehicle and electricity separation, and upstream and downstream related enterprises must work closely together to improve the value of the whole life cycle of power batteries, so as to promote the large-scale promotion and operation of the battery swap heavy truck industry." In addition, the ecosystem of battery swap business is inseparable from system solutions and after-sales operation and maintenance, both of which need to be a full life cycle management platform around the power battery, and ultimately empower the operation of battery swap heavy trucks. ”
Feng Zhitao, deputy general manager of Lionbridge Financial Leasing (China) ** Heavy Truck DivisionPublished "."How Finance Empowers the New Energy Heavy Truck Industry".In his keynote speech, he said: "The new energy heavy truck industry has ushered in a period of rapid development, but cost and infrastructure are still bottlenecks. The key to solving various pain points lies in flexible and diverse financing models and innovative and changeable business models. From a financial point of view, the new energy industry is mixed, and the financial industry, as a lubricant, still needs to move forward in a down-to-earth manner and develop healthily with the industry. ”
Tao Jinhua, Operations Director of Chongqing Changyue Chain Management GroupPublished "."Thoughts on the Electrification Transformation of Capacity Operators".Keynote speech, he noted;"The traditional capacity covers a wide range and the transportation efficiency is high, but the energy consumption of the traditional capacity is currently a more prominent disadvantage than that of new energy, and the capacity operators are gradually transforming to new energy. The promotion of new energy equipment needs to optimize and design the customer's operation scenarios in advance, such as solving the financial pressure through multi-party holding, the initial procurement cost pressure and the distribution of benefits in each link, and reducing energy consumption and emissions and improving transportation efficiency by optimizing operating conditions. With the support of policy support, infrastructure construction, technology research and development support, market supervision and other aspects, the development potential of new energy equipment capacity is huge and the prospects are broad. ”
Fu Hao, deputy general manager of Zhongrong Chain Management in Tangshan CityPublished "."How to promote the effective cooperation of end customers who do not want to hold their own new energy heavy trucks and heavy assets".In his keynote speech, he said: Although the market has a sales policy of separating vehicles and electricity, the current transportation market is sluggish, and the contract period of transportation capacity is generally short. Many end customers still don't want to hold their own new energy heavy truck heavy assets, but they must use new energy heavy trucks in the context of carbon peaking and carbon neutrality. Therefore, it is necessary to launch the leasing model of new energy heavy trucks, which can effectively promote the operation of new energy heavy trucks by end users.
After the guest speech session, the general manager of Sany Heavy Truck Electrification Marketing CompanyBranch Birch, Executive Deputy General Manager of Chongqing Three Gorges Green EnergyXu Ben, President of Boris Digital Energy (Shenzhen)**Chang Wei, Chairman of Good Luck Kaitai (Beijing) New Energy Technology Co., LtdShang Jianbo, Chief Marketing Officer of China Highway Vehicle Machinery *** Smart TravelShi Shengqian, Deputy General Manager of Hengyun Subsidiary of Haitong Hengxin International Financial Leasing Co., LtdXu Yanand six other experts in the ecological chain of new energy heavy trucks participated in the eventZhan Huayan served as the moderator, to ".Hard-core era: the operation of new energy heavy trucks"As the theme2023 Green Heavy Truck Industry Conference and New Energy Heavy Truck Operators Conference Roundtable Dialogue
The six experts involved OEMs, electric heavy truck operators, battery swap operators, financial institutions and other new energy heavy truck ecological chain enterprises, focusing on the cost reduction operation of electric heavy trucks, charging and swapping energy, capital investment risk control, etc., how to solve the pain points of sales, operation, energy supplement, how to avoid vehicle price reduction, operators pay the bill, through model innovation, scene customization and cost accounting, etc., launched a fierce and wonderful exchange and sharing. In terms of OEMs, they will improve technology and improve vehicle quality, and the representatives of operators have shared the pain points of the current operation, and pay more attention to the demand for the purchase of vehicles and the service of the whole life cycle, and the capital side is optimistic about the prospects of new energy heavy trucks. And for the new forces of the new energy heavy truck ecology, we have launched an all-round and in-depth wonderful exchange.
The guests were unanimously optimistic about the prospects of new energy heavy trucks, full of confidence in new energy heavy trucks, and hoped that the whole industry would develop in a coordinated manner.
During the meeting, it was grandly held by Tram Resources and Power Investment Easy Charge, and was responded to by more than 10 ecological enterprisesThe launching ceremony of the Global Heavy Truck Battery Swap and Interchange Industry AllianceIt marks the official launch of the Global Heavy Truck Battery Swap Industry Alliance to promote the development of global heavy truck battery swap and interchange.
On the evening of the 23rd, held "2023 Green Urban Distribution & Green Heavy Truck Annual Awards CeremonyIn order to encourage and commend the benchmark enterprises and ingenuity products of the heavy truck industry in 2023, and enhance the brand value of the enterprise, hundreds of industry leaders and elites witnessed it at the scene".2023 Green Urban Distribution & Green Heavy Truck Annual Selection "Glory Moment for Winners!
Summary:
Since the outbreak of new energy heavy trucks in 2021, in less than three years, the application of new energy heavy truck transportation and fuel heavy truck replacement for new energy heavy trucks has become an irreversible trend in the heavy truck industry. This year, the new energy heavy truck market is rising, low and high, especially in the second half of the year, monthly sales have been soaring, rising, and it is expected that the total sales volume of this year will hit a new high.
Under the background of "double carbon", the new energy of heavy trucks has become the general trend, the market penetration rate of new energy heavy trucks has increased steadily, and its operating economy has been recognized and verified by the market, which has also attracted more capital and enterprises to join the new energy heavy truck track and promote the sustained and rapid development of new energy heavy trucks.
Practice has proved that new energy heavy trucks have performed well in the transportation field of high-energy-consuming enterprises such as steel plants, thermal coal plants, mines, ports, and engineering construction, and the environmental protection advantages have been fully reflected, reducing the operating costs of operators, and getting the "favor" of users.
Battery replacement heavy trucks have the advantages of high efficiency, speed and safety, but there are many pain points, and the battery replacement standards are not uniform, which has become one of the biggest pain points. Many enterprises are promoting the unification of battery swap standards for heavy trucks and realizing the "running trunk line" of electric heavy trucks. The pilot electric heavy truck runs medium and long-distance transportation, becoming a new development track for electric heavy trucks.
With the support of policies, with the improvement of technology, hydrogen energy heavy trucks have shown a multi-point flowering and comprehensive development trend, more heavy truck companies have joined the development track of hydrogen energy heavy trucks, and hydrogen energy heavy truck models are becoming more and more abundant. Continuing to reduce costs, hydrogen energy heavy trucks will enter a rapid development channel.
This conference has attracted great attention from the industry and has been strongly supported by relevant enterprises. The Organizing Committee of the 2023 Green Heavy Truck Industry Conference and New Energy Heavy Truck Operators Conference has cooperated with a number of enterprises to jointly help the opening of the industry event. Cooperative enterprises are ranked in no particular order: