The hottest sales volume and installed capacity ar

How long will the "cold winter" of the new energy special vehicle market last

according to the data of the power battery application branch, the total installed capacity of power batteries for new energy special vehicles in 2018 was 6.53gwh, a year-on-year decrease of 22.12% from 8.38gwh in 2017. This trend of not rising but falling is more obvious in terms of vehicle sales. In 2018, the sales of new energy special vehicles in China was about 110000, a year-on-year decrease of 36.36%. When the sales volume of new energy special vehicles in China reached 150000 in 2017, many people believed that the sales volume of new energy special vehicles in 2018 was expected to exceed 200000. However, the result was unsatisfactory. With the adjustment of the financial subsidy policy for new energy vehicles in 2018, the subsidy of special purpose vehicles strives to make you recover less economically than the field of passenger cars, resulting in a sharp decline in the development situation of the new energy special purpose vehicle market

although the sales volume of new energy special vehicles declined in 2018, the new energy special vehicle models that entered the catalogue of recommended models for the promotion and application of new energy vehicles (hereinafter referred to as the catalogue) still increased slightly. According to battery China Statistics, a total of 1246 new energy vehicles entered the catalogue in 2018, an increase of 25.86% over 990 in 2017. It is reported that among the new models of new energy special vehicles in 2018, new energy logistics vehicles accounted for 875 models. Some analysts pointed out that the right of way, as the core influencing factor of new energy logistics vehicles, especially in the first and second tier cities, is promoting the electric logistics vehicles to accelerate the replacement of traditional light logistics vehicles

in 2018, 1246 new energy special vehicle models of 163 automobile enterprises entered the catalogue, compared with 139 in 2017. Dongfeng Motor is still the largest number of new energy special vehicles in the catalogue, with 149 models; The second is Nanjing Jinlong, with 53 items in the catalogue; Beijing Foton Motor Co., Ltd. ranked third, with 36 models in the catalogue, up two places from 2017. The top 20 auto companies accounted for 49.52%

judging from the models in the catalogue of special purpose vehicles in 2018, ternary lithium batteries and lithium iron phosphate batteries are almost equal in the proportion of supporting, and there is no situation that a single battery type is dominant in the field of new energy passenger vehicles or new energy passenger cars. In the field of new energy passenger vehicles, consumers are more concerned about factors such as vehicle mileage, safety and vehicle space design. Therefore, ternary lithium batteries have obvious advantages; In the field of new energy passenger cars, more attention is paid to cost and safety, so the advantages of lithium iron phosphate can play a role; In the field of special vehicles for new energy, there are trade-offs due to different vehicle uses. Both ternary lithium batteries and lithium iron phosphate batteries have sufficient market space

according to the data, 91 power battery enterprises supporting new energy special vehicles entered the catalogue in 2018, which is similar to new energy passenger vehicles and buses. Ningde era still has the most cooperative models, but it is not very different from the power battery enterprises that follow. There are also many new energy special vehicle models carrying power battery enterprises such as Lishen battery, Guoneng battery, GuoXuan high tech, Yiwei lithium energy, Santon new energy, etc. In fact, due to the adjustment of shortening the length of the stressed side above the neutral level due to the fiscal subsidy in 2018, the subsidy range of special vehicles is not as high as that of passenger cars, and the product focus of many power battery enterprises will also tilt. Therefore, the competition in the field of new energy special vehicles is not as fierce as that of passenger cars

in 2018, the production and sales of new energy vehicles in China were 1.27 million and 1.256 million respectively 5 The electromechanical model yd100l was 0.85/1.5kw rpm, an increase of 59.9% and 61.7% respectively over the previous year. This data is driven by the fact that the installed capacity of power batteries for new energy passenger vehicles in China reached 33.06gwh in 2018, an increase of 142.13% year-on-year; The installed capacity of new energy passenger cars reached 17.30gwh, an increase of 21.60% year-on-year; Only the sales volume of new energy special vehicles and the installed capacity of supporting power batteries are declining. In addition, there were 70 power battery enterprises with installed capacity in new energy special vehicles in 2018, more than 41 new energy passenger cars and 60 new energy passenger cars. Does that mean that some enterprises have begun to target this relatively less competitive segment

from the data and trend, the new energy special vehicle market in 2018 was most affected by financial subsidies. With the further decline of subsidies, will the market space for new energy vehicles become smaller and smaller? In fact, this is not the case. On the contrary, with the overall decline of financial subsidies for new energy vehicles, new energy passenger vehicles and new energy passenger cars no longer enjoy the advantage of higher subsidies, and have come to the same level as new energy special vehicles; At the same time, the development prospect of new energy special vehicles in many fields is still promising. In June, 2018, the State Council issued the three-year action plan for winning the blue sky defense war, which proposed to accelerate the use of new or clean energy vehicles for new and updated public transport, transposition, postal, rental, commuting, light logistics and distribution vehicles in urban built-up areas, and the proportion of use in key areas should reach 80%; New or replacement vehicles in ports, airports, railway freight yards and other key areas mainly use new energy or clean energy vehicles

take the electric logistics vehicle, which accounts for the vast majority of new energy special vehicles, as an example. In recent years, the express logistics industry has developed rapidly, while the traditional fuel logistics vehicle has the characteristics of high activity intensity, high energy consumption, high emissions and more pollution. It not only consumes a lot of oil resources, but also aggravates urban air pollution and seriously threatens the life and health of urban residents. At the same time, urban logistics vehicles are facing row restrictions, number restrictions, license restrictions and other issues, which affect the development of express logistics transportation industry. On the other hand, the right of way is an important driver for the large-scale development of new energy logistics vehicles. In October, 2018, to support the skin to achieve a better tightening effect, the Ministry of Public Security issued the notice on further standardizing and optimizing the traffic management of urban distribution vehicles, requiring the implementation of differentiated traffic management policies for new energy trucks, providing access convenience and expanding the scope of traffic. The liberalization of the right of way is expected to fully release the market demand for new energy logistics vehicles, which will also promote the promotion and application of new energy special vehicles in more cities