In the context of the slightly weak production and sales of commercial vehicles, new energy commercial vehicles are showing a "thriving" development trend. Statistics from the Passenger Federation show that in March 2022, the national sales of new energy commercial vehicles reached 24,000 units, a year-on-year increase of 69.6%, and the penetration rate reached 6.5%, a record high. From January to March this year, the sales of new energy commercial vehicles reached 49,000 units, a year-on-year increase of 97.9%, and the penetration rate was 5.1%.

The contrarian growth of new energy commercial vehicle sales is inseparable from policy support. In March of this year, ten ministries and commissions including the National Development and Reform Commission, the National Energy Administration and the Ministry of Industry and Information Technology jointly issued the "Guiding Opinions on Further Promoting Electric Power Substitution", proposing to further promote the electrification of the transportation sector and accelerate the electrification of urban public transport. Environmental sanitation, postal services, logistics and distribution and other fields give priority to the use of new energy vehicles.

Sales of new energy commercial vehicles rose against the trend

Statistics from the National New Energy Commercial Vehicle Market Information Association show that from January to March this year, the cumulative sales of traditional fuel commercial vehicles in my country was 744,600 units, a year-on-year decline of 42.1%. Among them, the cumulative sales volume of traditional fuel-powered mini-trucks with the highest sales volume reached 222,400 units, a decrease of about 18.8% compared with the same period in 2021; the cumulative sales volume of traditional fuel-fuel light trucks with a larger sales volume was 157,600 units, a decrease of about 34.1% compared with the same period in 2021. %; although the cumulative sales volume of traditional fuel heavy trucks reached 115,700 units, it dropped by about 74.6% compared with the same period in 2021.

In sharp contrast to the decline in sales of traditional fuel commercial vehicles, sales of new energy commercial vehicles are rising against the trend. According to the above statistics of the National New Energy Commercial Vehicle Market Information Joint Conference, from January to March this year, the sales of miniature new energy buses and light new energy buses were relatively large, reaching 17,100 and 9,072 respectively, which were significantly higher than the same period in 2021. rose 62.1% and 134.8%. In addition, the sales volume of new energy heavy trucks and new energy micro trucks were 4,728 and 4,396, respectively, a sharp increase of 661.4% and 227.6% compared with the same period in 2021.

The automobile industry has entered a "new blue ocean"

Behind the boom in sales of new energy commercial vehicles against the trend is the strengthening of relevant policy support and the accelerated increase in the penetration rate of new energy commercial vehicles in recent years.

According to the data, since 2021, policy guidelines on new energy vehicles have been released one after another. For example, the "Carbon Peaking Action Plan before 2030" previously issued by the State Council clearly stated: "By 2030, the proportion of vehicles powered by new energy and clean energy will reach about 40%."

In December 2021, the Ministry of Industry and Information Technology also issued the "14th Five-Year Plan for Industrial Green Development", calling for speeding up the low-carbon transformation of energy consumption and expanding consumption of new energy vehicles and photovoltaic solar thermal products. In addition, the Ministry of Industry and Information Technology also stated recently that it will promote the accelerated implementation of major projects and projects in the 14th Five-Year Plan for the manufacturing industry, continue to carry out the pilot work of new energy vehicles to the countryside and the battery swap mode, and start the pilot city of comprehensive electrification of public vehicles. , and accelerate the construction of charging and swapping facilities with relevant departments, promote the realization of information sharing, unified settlement, and continuously improve the convenience of charging and swapping.

It is understood that from the perspective of vehicle emission structure, the current ownership of commercial vehicles only accounts for 10.9% of the total number of vehicles in the country, but their carbon emissions account for nearly 65% ​​of all vehicle carbon emissions. Under the implementation of the "dual carbon" (carbon peak, carbon neutral) target strategy, the new energy of commercial vehicles is becoming a "new blue ocean" for the development of the automobile industry.

In this context, many car companies are constantly expanding the application scope of new energy commercial vehicles, and the penetration rate is also increasing.