In recent years, China's express delivery business volume has grown rapidly, and it is expected to reach 132 billion pieces last year, a year-on-year increase of 195%。Behind this data is the result of China's consumption upgrading and the vigorous development of e-commerce. The rapid growth of the express delivery business has made logistics vehicles a hot field. Among the many logistics vehicles, new energy logistics vehicles have gradually emerged, attracting the attention of the majority of logistics enterprises with their advantages such as low cost and greater right of way.
New energy logistics vehicles have been promoted and used in more than 300 cities across the country, and the cumulative share of the top 10 sales cities in 2023 has reached 432%。Among these cities, Shenzhen has a sales volume of more than 3The 50,000 unit figure was ahead of other cities, followed by Chengdu, Guangzhou and Chongqing, with cumulative sales exceeding 10,000 units. The cities ranked 5th to 10th in terms of sales volume were Dongguan, Zhengzhou, Beijing, Wuhan, Foshan and Xi'an. From these data, it can be seen that first-tier cities and new first-tier cities are still the main growth points of the new energy logistics vehicle market.
Last year, a total of 7 companies sold more than 10,000 new energy logistics vehicles. Among them, Chang'an Leap, which ranked 7th, was established in the late 90s of the last century, and through its two production bases in Chongqing and Wanzhou, it has become a dark horse in the new energy logistics vehicle market. The narrow-body light passenger car launched by Changan Leap Star - Changan Leap Star V7 has a spacious cargo compartment with a volume of 6m3, equipped with a high energy density battery, and a pure electric range of 267 kilometers.
The sixth-ranked Xinyuan Automobile was founded in 2007 and is headquartered in Chongqing. Xinyuan Automobile has laid out a full range of models in multiple scenarios of urban distribution logistics. At this year's China New Energy Logistics Vehicle Green Urban Distribution Conference, Xinyuan Automobile launched a new VAN series model Xinyuan E3L, which has a volume of more than 7m3 and is known as the "urban logistics smart national car".
Dongfeng Motor ranked fifth with 18,683 units sold. As a leading provider of overall operation solutions for light vehicles in China, Dongfeng Motor's new energy logistics models such as the Yufeng EM26, Yufeng EM27, EV350PRO and EV150 have attracted much attention. At the end of last year, Dongfeng Motor also launched the Yufeng V9E pure electric van car, which has a variety of vehicle length and top height options, as well as a high-energy density integrated lithium iron phosphate battery, to meet the needs of urban logistics in all scenarios.
Foton Motor ranked 4th with 20,189 units sold. Foton Motor has launched a variety of new energy logistics models, such as the Smart Smurf E7, the Scenic Smart Blue G7, the Smart Smurf E5, the Tuyano Smart Blue, etc., which cover the cargo compartment of different volumes, which can meet the individual needs of almost all urban distribution users. In the past year, Foton Motor's new energy products have been purchased in large quantities by leading enterprises such as SF, Debang, Post, and YTO, and have become a leader in the new energy large and medium-sized VAN market.
Ruichi New Energy ranked third with 24,275 sales, with a market share of 95%。As a subsidiary of Cialis Group, Ruichi New Energy has the national pure electric commercial vehicle production qualification. In December last year, Ruichi New Energy launched a new medium-sized electric logistics vehicle Ruichi EC75, which has an ultra-wide body and nearly 7m3 of loading space, which adapts to the transportation needs of various goods.
Karry New Energy ranked second with sales of 25,213 units, with a market share of 98%。As a subsidiary of Chery Group, Karry New Energy mainly provides products to the new energy logistics vehicle market and the online car-hailing field. Karry New Energy has launched product series such as Karry Dolphin, Karry Finless Porpoise, and Karry Baby Elephant. Among them, the new energy small truck Karry Elephant EV was launched last year and has 3With a cargo box length of 815 meters and a rated load capacity of 1,405 kg, it meets the needs of small and medium-sized logistics enterprises.
Long-range new energy commercial vehicles with sales of more than 620,000 units, market share reached 245%, at the top of the list. Long-range new energy commercial vehicle is the first group company focusing on new energy commercial vehicles in China, which was established in 2014 and is part of Geely Holding Group. Long-range new energy commercial vehicles mainly produce five categories of products, including heavy trucks, light trucks, small and micro trucks, LCVs and buses. Its models include Long-range Super VAN, Starbucks V5E, Starbucks V6E, Starbucks E6, Starbucks H8M and Starbucks H8E, etc., covering 5-8 square VAN models and 3Truck models from 5t to 12t. Among them, the Starbucks Rewards V5e is 4 years long5 meters, volume 53 parties; The Starbucks Rewards V6E is 4 years long8 meters, volume 6 square meters. These models are authentic, reliable, convenient and efficient, and have a large cargo space.
Through the analysis of the new energy logistics vehicle market, we can draw several conclusions. First of all, with the rapid growth of China's express delivery business, new energy logistics vehicles have gradually become the new favorite of the industry. With the advantage of lower cost and greater right of way, the promotion and application of new energy logistics vehicles in major cities across the country are gradually increasing. Secondly, first-tier cities and new first-tier cities are still the main growth markets, indicating that the logistics demand in these cities is still relatively strong. Moreover, at present, the competition in the new energy logistics vehicle market is fierce, and the sales volume of many companies exceeds 10,000, which also shows that the competitiveness of enterprises is gradually increasing. Finally, all companies are constantly launching new energy logistics models to meet the needs of users, and the market is becoming more and more diverse.
In general, the new energy logistics vehicle market has broad prospects, and with the continuous growth of China's express delivery business and the increasing awareness of environmental protection, new energy logistics vehicles are expected to become the mainstream choice of the logistics industry in the future.