Sales Growth Of 204%, Electric Truck To Replace Fuel Truck?

Oct 11, 2024

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In the context of today's global energy transition and environmental protection, the development momentum of electric truck has become increasingly strong, and its successful promotion in the field of passenger truck has been obvious to all.

With the continuous maturity of technology and the gradual reduction of costs, the wave of electrification is gradually pouring into the field of commercial truck, among which, electric light trucks as an important tool for urban logistics distribution, its market performance this year is particularly noteworthy.

Advantages of electric light trucks

Recently, through the field visit to Yulong Express, the carrier of SF Guangzhou Baiyun District, we learned a vivid microcosm of the industry. Yulong Express has more than 100 truck, of which more than 80 are electric light trucks, which is enough to show the popularity of electric light trucks in actual operations.

From a cost point of view, the average operating cost of the company's electric light truck is only about 30 cents per kilometer, while the diesel light truck needs at least 8 cents to 1 yuan, and the cost advantage is obvious. This difference is accumulated in the long-term operation, and it is a small savings for logistics enterprises.

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At the technical level, with the full launch of the third generation of electric light trucks, the battery capacity of the mainstream models on the market has reached more than 100 degrees, the driving range has exceeded 250 kilometers, and some high-end models can even reach more than 350 kilometers, enough to meet the daily needs of urban distribution.

In addition, the electric light truck in the price is also gradually close to the people, such as Jianghuai 81 KWH model price of 130,000, BYD 94 KWH model 170,000, the reduction of the cost of buying cars to further promote the market acceptance of electric light trucks.

Development status and trend analysis

From January to May 2024, China's new energy light truck sales doubled, and 8,077 units were sold in May, an increase of 204%. However, although electric light trucks show significant advantages in cost savings and environmental performance, there are still several thresholds to cross before they can completely replace diesel light trucks.

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Market structure and adaptability: Diesel light trucks, with their huge market base and wide application scenarios, are difficult to be completely replaced in the short term. From rural to urban, from short distance to long distance, the flexibility and strong adaptability of diesel light trucks make them maintain a solid position in many fields.

2. Use scenario considerations: Potential users should fully consider their own operating environment when choosing. The design of electric light trucks is mostly biased to the standard load, which is suitable for the distribution task of frequent start and stop in the city, but if it is necessary to deal with heavy loads or complex road conditions, the high performance and stronger adaptability of diesel light trucks are still superior. Therefore, the scene matching before the purchase of the car is crucial, so as not to affect the transportation efficiency.

3.Cost and return on investment: Although the purchase cost of electric light trucks has declined, but diesel light trucks are also competitive under the preferential promotion, through the visit to the market found that the current 100,000 or so can buy a good performance model, more than 110,000 truck can be competent for most of the transportation scenarios, and electric light trucks whether it is a loan to buy a car or lease, the monthly cost is basically more than 4,000.

Therefore, for users with no fixed supply and short daily mileage, it may be the best choice to choose a fuel truck or "wait and see"; Large logistics companies and leasing companies are able to recover the investment cost of electric light trucks in a relatively short time due to the high frequency of vehicle use, and it is recommended to try electric light trucks by trial or leasing.

 

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Edit the epilogue

Based on the above analysis, the rise of electric light trucks in the field of urban logistics is the general trend, and its environmental protection and low-cost characteristics are gradually changing the industry ecology. However, considering the adaptability of diesel light trucks in complex scenarios and the existing market share, the comprehensive replacement of electric light trucks is not an overnight, but a gradual process.

In the future, with the progress of battery technology, the improvement of charging facilities, the strengthening of policy support, and the deepening of users' recognition of the concept of green logistics, the market share of electric light trucks will steadily increase, and the diesel light trucks will form a complementary rather than a simple alternative relationship, and jointly promote the sustainable development of the logistics industry.