[Commercial Vehicle Xinnet Original].
The process of new energy for commercial vehicles is accelerating.
According to data from the China Association of Automobile Manufacturers, in 2023, the sales volume of new energy commercial vehicles will be 4340,000 units, a year-on-year increase of 400%, the penetration rate reached 11%, achieving a new breakthrough.
While sales are rising, the new energy commercial vehicle track is also crowded at a speed visible to the naked eye. Traditional enterprises have entered the game and quickly opened up new markets with the help of profound industry accumulation and user reputation; The momentum of "cross-border players" is rapid, and the products created by integrating the concept of passenger car manufacturing have refreshed people's perception of commercial vehicles again and again.
There are also some companies that are "veterans and new biography", with their own "experience points" into the game, and they are accelerating on the track of new energy commercial vehicles by virtue of their own unique advantages.
Yutong:GuestCar bossThe new energy experience value is full
As a well-deserved leader in the bus industry, Yutong has rich experience in the field of new energy, and its new energy bus products rank first in the industry sales list all year round. But in the truck market, Yutong is a "new force" through and through.
In 2018, Yutong entered the field of heavy trucks, directly selected the new energy track, and the first pure electric heavy truck was officially put into operation in 2021.
The lack of traditional heavy truck manufacturing experience has not become a limiting factor for Yutong to build pure electric heavy trucks, but has become an "advantage": without the burden of "oil to electricity", Yutong has embarked on the track of positive research and development at the beginning.
Based on more than 20 years of accumulation in the field of new energy buses, Yutong has a complete new energy commercial vehicle manufacturing chain. It is not only one of the few enterprises in the industry that can realize the independent research and development of the core "three electrics", but also achieves a high degree of integration of software and hardware. With the C architecture as the "brain" and the YOS operating system as the "soul" of the software ecology, the "Ruikon e-platform" realizes the technology platform of new energy commercial vehicles and achieves the unique advantages of Yutong pure electric heavy trucks.
With the blessing of the "Ruikon e-platform", the new energy light truck 3Yutong T series light trucks in the 0 era also have an exclusive "T-POWER super electric chain", which has a longer battery life, safer and more efficient, and the core technology of the product leads the industry.
At the same time, the quality of Yutong products has also been effectively verified in extreme environments. In January this year, Yutong pure electric heavy truck carried out an extreme cold challenge in Jinzhou, Liaoning Province, and handed over a one-button start for 12 hours of outdoor freezing, with a battery retention rate of 99%; The cab quickly warms up to more than 40 degrees in 10 minutes; The standard load is 49 tons of winter coal transfer, and the consumption of one kilometer is 1Excellent results of 27 kWh.
Also in the extreme cold test, Yutong T series light trucks also set a record of 3 degrees of battery life18 km, cab temperature in 8 minutes from -17 to 25 excellent performance.
In addition to its strong performance in the field of pure electric vehicles, Yutong has also taken the lead in hydrogen fuel products. According to the data, in 2023, Yutong will promote a total of 1,122 fuel cell commercial vehicles, of which 831 fuel cell heavy trucks will be sold, ranking first.
With strong product strength as the cornerstone, Yutong is rapidly harvesting the new energy truck market. According to the terminal licensing data, in 2023, Yutong will sell a total of 3,438 new energy heavy trucks, ranking fourth in the industry, and 2,449 new energy light trucks, ranking seventh.
In the field of new energy trucks, Yutong, a "new force", is overtaking at high speed.
Carvin: The "big guys" collectively lifted themselves and set off on the shoulders of giants
On the one hand, the bus leader is booming in the field of new energy trucks; On the other hand, several bigwigs have teamed up to do something "new".
In 2022, Beiqi Foton, together with Bosch, Sinohytec, BAIC Industrial Investment, etc., jointly invested to establish Beijing Kavin New Energy*** and officially launched the Kavin automobile brand in January 2024.
Qin Zhidong, general manager of Carvin Automobile, explained the original intention of establishing Carvin as follows, "Foton is the largest commercial vehicle company in China, and Bosch is the world's leading auto parts and service company. We believe that we should do something together for the future energy transition and green and low-carbon development. That's why we've set up a new company to promote the sustainable development of green energy and transform with a new attitude. ”
Therefore, at the product level, Carvin Automobile focuses on the layout of pure electric and hydrogen fuel cell two major technical routes, all products are positive development, focusing on the three major product platforms of van, light truck, and heavy truck, to create new value, green and intelligent logistics vehicle products that meet the needs of urban logistics, urban agglomeration logistics, and medium and long-distance trunk logistics scenarios.
According to reports, at present, Carvin Automobile has created an industry-leading master architecture through independent innovation. The architecture covers the whole vehicle, parts and new energy technology, and through the breakthrough of key technologies, it can make the vehicle have efficient and extreme performance.
In addition, Carvin Motors has also pioneered the first-class centralized electronic and electrical architecture of commercial vehicles with cross-platform, scalable and high heterogeneous computing power, and has developed industry-leading new energy and intelligent technologies such as industry-leading high-power hydrogen fuel cell engines, liquid hydrogen storage systems focusing on trunk transportation, and high-performance electric drive axles. In the future, Carvin Automobile will focus on breakthroughs and innovations in core technologies such as vehicle platform architecture, electronic and electrical architecture, fuel cells, hydrogen storage systems, and three electrics.
The cross-platform high heterogeneous computing power pioneered by us in the field of commercial vehicles can improve the accuracy of information collection, and can greatly promote many data processing, including fault analysis. At the same time, the platform will also automatically identify, adjust and match different control strategies according to the actual working conditions and scenario requirements, and reduce the overall vehicle energy consumption. When it comes to hydrogen-fueled engines, our products are cost-competitive and our e-axles are up to 95 percent efficient. Focusing on its own advantages, Cui Kai, deputy general manager of marketing and commodity planning of Carvin Automotive, introduced.
It is reported that the first product of Carvin Automobile will be officially launched in mid-2024. In the next three years, Carvin will launch three platform products in the domestic and overseas markets, including vans, light trucks, heavy trucks and other series of models.
Backed by BAIC Group, parts giant Bosch and China's first hydrogen energy stock Sinohytec, Carvin Automobile undoubtedly stands on the shoulders of "giants". Judging from its current planning and technical route, the products of Carvin Automobile are worth looking forward to.
Whether it is Yutong or Kavin, they all have their own "experience points" to enter the new energy commercial vehicle market, in the face of this increasingly hot "new track", who can win more market share? Who are you more optimistic about? Feel free to discuss in the comment section!