The heavy truck circuit welcomes heavy participants.
On February 23, Contemporary Amperex Technology Co.Limited(300750) announced that its joint Sany Heavy Industry Co.Ltd(600031) officially put into operation the first electric heavy truck trunk line in China – Funing trunk line. At the same time, Contemporary Amperex Technology Co.Limited(300750) will also work with Fujian Expressway Group to build Fujian high-speed power exchange network.
It is worth noting that compared with the ternary “chocolate power exchange block” displayed by Contemporary Amperex Technology Co.Limited(300750) at the power exchange brand press conference in January, the electric trunk heavy trucks and muck trucks launched on Funing trunk line this time adopt Contemporary Amperex Technology Co.Limited(300750) high-capacity lithium iron phosphate battery Contemporary Amperex Technology Co.Limited(300750) said that the heavy truck model equipped with the battery can realize rapid power exchange and energy supplement within 3 ~ 5 minutes, which greatly improves the vehicle operation efficiency.
In fact, there has been a lot of news in the field of new energy heavy trucks recently. China Innovation airlines, vision power and honeycomb energy have accelerated their influx into the new energy heavy truck track, while Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) have strengthened their layout in the market. At the same time, another form of new energy power heavy truck – hydrogen energy heavy truck is also developing at a high speed. According to the data, the sales volume of hydrogen energy heavy trucks in 2021 was 779, a year-on-year increase of 42 times, and the share of new energy heavy trucks increased from 0.7% in 2020 to 7.46% in 2021.
“At this stage, China’s hydrogen heavy truck, fuel heavy truck and pure electric heavy truck stand at the same time. In the long run, fuel heavy truck is bound to be replaced by hydrogen heavy truck and pure electric heavy truck. Among them, hydrogen heavy truck is expected to become a ‘product star’ in the future because it has the advantages of environmental protection, long endurance, short energy replenishment time and good low temperature resistance compared with pure electric heavy truck.” Wan Chaohui, President of Sany Heavy Industry Co.Ltd(600031) hydrogen fuel product planning institute, said.
enterprises enter the company to replace the power card
“Electric trucks don’t have to shift gears frequently, they’re not tired to drive, and the noise is still low. Generally speaking, the experience is much better than before.” Lao Zhang, a freight master engaged in short reverse transportation in Xuzhou, Jiangsu Province, recently replaced his old diesel truck with an electric one. He calculated an account for the reporter of the daily economic news. In the past, the cost of pulling goods with diesel vehicles was about 500 yuan. Now the price of changing electricity is only 300 ~ 400 yuan, which can save more than 20% of the cost. Many truck masters engaged in short-distance transportation around him are considering replacing electric trucks.
In fact, the new energy development of heavy truck models has attracted much attention. According to statistics, the number of heavy trucks in China is about 8 million, accounting for only 2.67% of the total number of vehicles. However, according to the Ministry of ecological environment, the nitrogen oxides and particulate matter emitted by heavy trucks reach 85% and 65% of the total vehicle emissions respectively, and the exhaust emission of an over standard heavy truck is equivalent to 200 vehicles. Therefore, all parties are also accelerating the process of heavy truck new energy as a “major emitter”.
In October 2021, the State Council issued the notice on printing and distributing the carbon peak action plan before 2030, which made it clear that China’s transportation should actively expand the application of new and clean energy such as electricity, hydrogen energy, natural gas and advanced biological liquid fuel in the field of transportation.
Among them, the power replacement heavy card has been supported and encouraged by relevant departments. On October 28, 2021, the general office of the Ministry of industry and information technology issued the notice on starting the pilot work of the application of power exchange mode of new energy vehicles, which proposed to carry out a pilot in Yibin, Tangshan and Baotou, which are cities with the characteristics of power exchange heavy trucks, and bring the cities with the characteristics of heavy trucks into the pilot scope for the first time.
It is understood that compared with the traditional charging mode, the power change mode has many benefits. For example, the energy supplement efficiency of the power change heavy card is higher, and the power change time is only 3 ~ 5 minutes; The replacement station will reserve multiple power batteries, which can prolong the service life of the battery; Adopt the “vehicle electricity classification” mode to reduce the pressure of customers’ car purchase cost; It can effectively solve the problem of endurance mileage in closed scenarios, and has great market potential in ports, mines, steel mills and other scenarios.
“The highway short barge transportation at both ends of the highway railway and highway water multimodal transport is a good application scenario for the electric heavy truck because the line is fixed and the distance is moderate, and the charging and changing infrastructure can be guaranteed.” Cai Cui, director of the logistics center of the Academy of highway Sciences of the Ministry of communications, said.
It is believed that compared with electric passenger cars, the market scene of power exchange heavy truck is relatively clear and the demand is more rigid. As a latecomer in the field of power exchange, Contemporary Amperex Technology Co.Limited(300750) as a latecomer in the field of power exchange, it is less difficult to start from the power exchange heavy truck market than passenger cars. If the power replacement heavy truck produces scale effect in the future, it will also help Contemporary Amperex Technology Co.Limited(300750) improve the sales volume and market share of its lithium iron phosphate battery.
It is worth noting that Contemporary Amperex Technology Co.Limited(300750) is not the first enterprise to try the layout of trunk power replacement and heavy card. Previously, the state power investment proposed that by 2025, it plans to increase the total investment scale by 115 billion yuan, promote 200000 heavy trucks, 370000 other types of vehicles, increase the investment in 4000 replacement power stations and 228000 batteries Gcl Energy Technology Co.Ltd(002015) 1 January 19 announced that it would cooperate with Baidu invested commercial vehicle automatic driving company in science and technology to jointly promote the power exchange trial operation of the power exchange heavy truck operation of Beijing Shanghai line, and complete the power exchange network layout of the service capacity of 1000 power exchange heavy trucks of Beijing Shanghai Expressway before the end of 2023.
According to Liu Xubao, deputy director of the national power investment green power transportation industry innovation center, by 2030, China’s power replacement heavy truck market penetration is expected to reach 15%, and the market ownership will exceed 1.3 million. The investment layout of replacement power stations exceeds 26000, and the new market scale in the next 10 years is estimated to exceed 1.09 trillion yuan.
hydrogen energy heavy truck synchronous force
In fact, in addition to the technical route of power exchange, another new energy driving form – hydrogen energy is also driving the heavy truck market.
According to the data, the cumulative sales of new energy heavy trucks in 2021 was about 10400, a year-on-year increase of three times, and the proportion in the sales of heavy trucks increased from 0.09% at the beginning of the year to 5.67% at the end of the year. Among them, the annual sales volume of fuel cell heavy trucks was 779, a year-on-year increase of 42.28 times, and its share in new energy heavy trucks increased from 0.7% in early 2020 to 7.46%, becoming an important market segment in the field of new energy heavy trucks.
Judging from the operation of hydrogen energy heavy trucks in the current market, their application scenarios are similar to those of pure electric heavy trucks, which are concentrated in relatively closed scenarios, such as fixed transportation lines such as mines, coal and ports, feeder short barges, etc. However, hydrogen fuel heavy truck has many advantages, such as high load efficiency, convenient long-distance transportation, convenient low-temperature start-up, fast hydrogenation speed and so on.
“In the north, West and northwest of the Great Wall, the temperature is low in winter and there are many energy bases. At the same time, the concentration of renewable energy is high. It has the scene of hydrogen energy production and utilization, which is very suitable for the development of the whole industrial chain of hydrogen energy. The main types of hydrogen energy are trucks, road buses and heavy-duty trucks.
”Ouyang Minggao, academician of the Chinese Academy of Sciences, said.
Gan Yong, academician of the Chinese Academy of engineering, also believes that replacing diesel models such as diesel heavy trucks is a top priority for the application of hydrogen fuel cell vehicles, because the nitrogen oxide emissions of diesel vehicles account for nearly 70% of the total vehicle emissions. At present, Zhangjiagang, Jiangsu and other ports have begun the pilot operation of hydrogen fuel cell heavy truck.
How much carbon emissions can hydrogen heavy trucks reduce? The relevant person in charge of Meijin leasing took a coke project with a capacity of nearly 4 million tons / year as an example. The annual comprehensive transportation demand of raw materials and products of this project is about 10 million tons. In order to meet the transportation demand, if 500 hydrogen energy heavy trucks are established to replace the original diesel heavy trucks, about 60000 tons of carbon dioxide can be reduced every year, equivalent to the amount of carbon dioxide absorbed by 3 million trees every year. After pressure swing adsorption purification, the coke oven gas produced by coking can also meet the hydrogen demand of hydrogen energy heavy truck, forming a green logistics closed loop.
However, at present, the production cost of hydrogen fuel cell is high and has not reached the scale effect. At the same time, like the construction of charging pile, the construction of hydrogenation infrastructure is still in its infancy. “The future development of hydrogen energy heavy truck should be considered from four aspects: power, low cost, lightweight and user experience. In terms of power, increasing power is an inevitable trend; secondly, reducing cost, including lower purchase cost, lower operation cost and low labor cost; others include the lightweight of on-board hydrogen system, chassis and reducing the mass of power battery; and High user experience, including convenience, safety, power, appearance and so on. ” Wan Chaohui said.
Citic Securities Company Limited(600030) analysis shows that under the background of “carbon peaking and carbon neutralization”, new energy heavy trucks (power exchange and fuel cells) are expected to gradually penetrate from specific scenarios such as large enterprises, ports and parks. Among them, the expansion layout of fuel cell vehicle enterprises may be more active in 2022. At the same time, inspired by the “double carbon” goal, local governments and state-owned enterprises are also expected to actively promote the development of hydrogen energy industrialization and project implementation. The sales of hydrogen energy heavy trucks are expected to reach 3500 in 2022.
