Just after the Spring Festival in 2024, the battle between electric vehicles and fuel vehicles has been filled with gunsmoke in the field of passenger vehicles, and in the field of commercial vehicles, which is more sensitive to costs, long-range new energy commercial vehicles will take the lead and will set off a new round of "oil and electricity war".
It is reported that the remote will hold a "light business spring new product launch conference" on March 6, and release a new slogan of "electricity than oil earning" and "alcohol than oil saving", in order to intuitively show the comprehensive advantages of new energy commercial vehicles in TCO, dispel users' concerns about the purchase and use of new energy commercial vehicles, and open a new era of new energy commercial vehicles to fully replace fuel vehicles.
At present, although the scale of the urban distribution logistics market continues to expand, the industry competition has become increasingly fierce, oil prices continue to be high, and the unit price of freight continues to fall, which greatly affects the profitability of users. Commercial Auto Bang believes that as the market competition enters the white-hot knockout stage, reducing costs and increasing efficiency has become the only choice for urban distribution users.
Unlike passenger car users, who only focus on the initial purchase cost, the attributes of the means of production of commercial vehicles determine that users will pay more attention to the full life cycle cost of the vehicle, that is, TCO. Data shows that the fuel cost of a truck can account for 45% of the vehicle's TCO cost. Only the more the vehicle runs, the more you can earn, usually the annual operating mileage of a city vehicle can reach 100,000 kilometers, if it is the use of fuel vehicles, according to the average diesel **75 yuan L, fuel consumption 10L 100km calculation, a year of fuel cost and vehicle procurement cost is almost the same. Therefore, in order to effectively reduce TCO, the first priority is to reduce the fuel cost of vehicles. In the case that the fuel-saving potential of fuel vehicles is close to the limit, new energy commercial vehicles with more energy consumption and cost advantages have become the first choice of many users.
If in 2023, the "same price of oil and electricity" proposed by Remote in the "Remote Worry-Free Plan" is focused on how to help users reduce the initial purchase cost and later repayment pressure, then the new slogan of "electricity is more profitable" and "alcohol than oil saving" will be released by Remote this time is a step further, focusing on helping users effectively reduce TCO costs and effectively improve profitability.
From the perspective of operating costs alone, the "electricity than oil earning" proposed remotely has been fully verified in market practice. According to the current calculation of the difference between oil and electricity prices, under the same operation scenario, the annual energy consumption cost of a new energy light truck can save nearly 30,000 yuan compared with fuel vehicles, and this 30,000 yuan is equivalent to additional income. In addition, because new energy commercial vehicles have a green right of way, they are not subject to traffic restrictions, and their annual operating mileage is longer, and their operating income will be higher than that of fuel vehicles.
However, due to the relatively high proportion of batteries in the cost of the whole vehicle, it has also brought certain resistance to the promotion of new energy commercial vehicles. It is reported that in response to this long-term market pain point, Remote will also give innovative solutions at the "Light Business Spring New Product Launch Conference" to be held next week.
Compared with the well-known "electricity than oil earning", the slogan of "alcohol than oil saving" released by the remote is also worth paying attention to. As the earliest car company in China to set foot in methanol commercial vehicle technology, since its establishment in 2014, through 10 years of painstaking exploration, it has remotely formed a unique green new energy path with "electric + alcohol and hydrogen" as the core, fully covering all use scenarios of commercial vehicles. Combined with the actual scene characteristics of commercial vehicles, Yuanyuan has not only developed a methanol direct drive AMT power chain, but also actively explored the combination of methanol and electric drive, and has successively launched a variety of power types such as alcohol-hydrogen electric power chain and future-oriented alcohol-hydrogen electric integrated power chain, covering a full range of products such as small trucks, light trucks, vans, buses, and heavy trucks.
Regarding the development trend of methanol commercial vehicles, the commercial car state has been reported many times before, especially in terms of fuel costs, "alcohol than oil saving" has been highly recognized in some methanol heavy truck user groups. According to the user's actual vehicle data, according to the existing oil-alcohol price difference, compared with fuel heavy trucks, the fuel cost per kilometer of methanol heavy trucks can save about 1 yuan. In addition to heavy trucks, in the field of light commercial vehicles, Yuanyuan has also innovatively launched methanol extended-range refrigerated light trucks, which combine methanol and electric technology, which not only has environmental protection and economic advantages, but also effectively solves the pain points of battery life. According to the user market research previously done by Shangchebang, a long-range Xingzhi H8M alcohol-hydrogen electric refrigerated light truck user, thanks to the vehicle's 800-900 km endurance, the monthly operating mileage can reach up to 170,000 kilometers, the energy consumption cost per kilometer is only 0About 6 yuan, about half of the fuel car. Based on such vehicle uptime and energy costs, its competitiveness and profitability can be imagined.
In essence, the "gasoline and electricity war" in the field of commercial vehicles is a cost war in the final analysis, and only when the TCO is fully competitive can new energy commercial vehicles finally win in this war. Looking forward to taking the lead in the remote, we can give more competitive solutions at the "Light Business Spring New Product Launch Conference" held on March 6.