Under the "dual carbon" goal, the wave of new energy is sweeping through the commercial vehicle market. According to data from the China Association of Automobile Manufacturers, the sales of new energy commercial vehicles in China will reach 5 million units by 2025, achieving a year-on-year increase of 34%. In the field of urban distribution logistics, the sales of new energy logistics vehicles in China will reach 650000 units by 2025, which is 2.26 times that of the previous year.
At present, the number of urban logistics vehicles in China is about 40 million, and the penetration rate of new energy is about 19%. With the full implementation of the National 7 Policy, it is expected that the penetration rate of new energy logistics vehicles will gradually reach 30% -40% in the coming years. Under the dual warnings of climate change and energy crisis, commercial vehicles, as major emitters, are facing significant changes on a global scale. Electrification, intelligence, networking, and sharing have become the trend of the development of the automotive industry.
In order to better understand market trends and the needs of automobile manufacturers, under the leadership of General Manager Chen, a team of six people from the company visited and exchanged ideas with Foton Zhilan Factory, Geely UK Technology Research Institute, and Geely New Energy Commercial Vehicle Technology Research Institute.
During the communication with Foton Zhilan Factory, it was learned that Foton Motor attaches great importance to new energy commercial vehicles. The production capacity of the first phase of the factory has reached saturation, and the construction of the second phase has begun. The latest pure electric box type logistics vehicle has been taken offline, and it is expected to produce and sell over 5000 units this year.
The VAN model of the pure electric logistics vehicle currently being developed by Geely UK Technology Research Institute is mainly exported to the European market. Its freight and passenger versions share the same chassis, with a planned production capacity of 100000 units/3 years. The entire vehicle design requires full passenger use, and in addition to the conventional requirement of prohibiting harmful substances, the anti-corrosion requirements for the entire chassis are carried out in accordance with Volvo technical standards. The salt spray test is carried out in accordance with the CCT test standard, with a requirement of more than 1000 hours. At the same time, high standards are put forward for the lightweighting of the product. The car factory mainly focuses on our testing and design capabilities. After communication, we have obtained the qualification to participate in the design of this product. During the communication with Geely New Energy Commercial Vehicle Research Institute, the automobile factory exchanged views on various aspects such as the structural mode, new technology and material application, and service life between our products and market competitors, with particular emphasis on lightweight solutions for future new energy vehicle chassis, the application of new materials and technologies, and innovative structural design.
Automobile manufacturers attach great importance to the development of new energy vehicles and the huge market demand for new energy vehicles in the future. Traditional fuel vehicles will inevitably undergo significant changes in both their usage scenarios and their own structure. With the deepening implementation of the national dual carbon strategy, firstly, there has been a huge impact on fuel vehicles at the policy level. First tier cities such as Shenzhen, Xi'an, and Zhengzhou have taken the lead in implementing regulations prohibiting the entry of fuel vehicles, giving new energy vehicles more road rights, preferential policies, and market space. Secondly, the development of domestic logistics has become increasingly mature, modular, standardized, and especially the development of smart logistics has improved operational efficiency. Fixed route logistics in large parks such as urban warehousing and distribution, public affairs services, and airport terminals have also provided huge market space for the application of new energy vehicles.
