How does new energy truck change the freight in the same city?

Zhongxin Jingwei, August 30th. At 12 am, Shenzhen truck driver Gui Baolin drove a charging station near his house. This is the time when he charged the truck after pulling the goods every day.

"Charging a piece of electricity during the day, only six or seven cents after the morning, and spend more than 40 minutes to be full." He said. In the past, Gui Baolin was a freight driver driving a fuel vehicle. In June last year, he rented a new energy truck to run the cargo on the cargo Lala platform, becoming one of the more than 100,000 new energy freight drivers on the platform.

With the support of national favorable policies, fuel truck rights restrictions, truck traffic control is becoming stricter, new energy trucks have become more and more popular, and freight in the same city began to enter the "new energy era".

New energy "ledger" of truck drivers

In recent years, the state ministries and commissions have released a series of policies to promote the penetration rate of new energy vehicles in the logistics field.

As early as the end of 2017, 18 ministries and commissions such as the Ministry of Transport jointly issued the "Notice on the Organization for the Organization of Urban Green Freight Delivery Demonstration Project", which clarified the development direction, recent goals and specific measures of new energy logistics vehicles in the national logistics system.

In 2021, the Ministry of Transport issued the "Fourteenth Five -Year Plan" Development Plan for Comprehensive Transportation Services "and also proposed to accelerate the application of logistics and distribution vehicles in new energy cities and steadily increased the proportion of new energy vehicles in urban logistics and distribution.

The continued rise in oil prices eventually prompted Gui Baolin to make up the mind to "abandon oil and choose electricity."

He has calculated a account: If the car is 800 yuan a day, it takes about 300 kilometers. In the case of not being empty, the fuel truck will cost about 300 yuan. New energy trucks only need 40 or 50 yuan. Essence

In fact, many new energy truck drivers have a new energy "ledger" in their hearts. After driving a new energy truck, in addition to charging the truck after the early morning, Guibaolin also summarized some small techniques for other provinces. For example, during traffic jams, new energy trucks consume a lot of power, and running in the city will save power, because according to the principle of new energy trucks, some kinetic energy will be recycled when walking and braking. The truck consumes fuel consumption when traffic jams, and it is more expensive.

For a long time, the driver's attitude towards new energy trucks is "love and hate". Some people say that new energy trucks have a short battery life, self -primary, less pulled, and unsatisfactory. Some people think that new energy trucks have no pollution, unlimited lines, and low use costs. It is indeed "true".

Public data shows that the current oil vehicle is still the main force of the freight market. The proportion of new energy trucks accounted for 2%, but the price subsidy and tax reduction and reduction are adjusted. At the same time The proportion of freight in the same city shows a rapid rise.

Gui Baolin found that almost all new energy trucks in Shenzhen's vans are new energy trucks in Shenzhen, and even new energy trucks have increased. "New energy trucks are the trend of the future," he said.

Truck driver Gui Baolin and his new energy truck

Taking the cargo Lala platform as an example, the proportion of new energy trucks is rising. In July 2022, the driver who used the new energy truck to run orders accounted for nearly 18%among the active drivers on the platform, reaching the highest historical value.

According to the data of the Automobile Industry Association, some media have published data. From the perspective of the entire industry, the sales volume of trucks was 4.288 million in 2021, a year -on -year decrease of 8.47%, and the sales volume of new energy trucks was 131,000, an increase of 126.08%year -on -year. 1.24%increased to 3.06%.

Although the current sales of new energy trucks are still at a low level, the growth rate of sales and the proportion of sales are in a rapid growth trend. This is mainly due to the advancement of the "dual carbon target", which has accelerated the process of new energy of logistics trucks. The "Fourteenth Five -Year Plan" also clarifies the promotion goals of new energy vehicles. By the end of 2025, the proportion of new energy vehicles in the logistics distribution field will reach 20%.

Traditional fuel trucks have the characteristics of high energy consumption, high emissions, and high pollution, and are the main sources of nitrogen oxide and particulate matter in important urban pollutants. The "New Energy Vehicle Industry Development Plan (2021-2035)" proposes that since 2021, the national ecological civilization pilot zone, air pollution prevention and control key areas of public areas are added or updated to the proportion of new energy vehicles in vehicles such as bus, rental, and logistics distribution. It is not less than 80%, and the goal is proposed from the perspective of the macro quantity.

The cargo of the same city enters the "new energy era"

When the new energy truck enters the torrent of the times, first of all, the major freight platforms and logistics companies are moving. They have increased their own proportion of their new energy freight business.

Among the current sales of new energy logistics vehicles, a considerable number of vehicles serve online cargo platforms such as Lala and fast dog taxi.

"The cargo market in the same city is a popular market for the promotion and application of new energy trucks. The online platform of cargo Lala is a super entrance for the connection between freight supply and demand in the same city. The scale effect is more prominent." Yang Daqing, an expert in the logistics industry, told the interface news.

Yang Daqing analyzed that the Internet freight platform can provide convenient windows for the concentration and precise promotion of new energy trucks. The platform can inspire truck drivers to provide new energy truck distribution by launching preferential measures and other methods to accelerate the large -scale promotion and application of new energy trucks. In addition, the platform can also help vehicle manufacturers based on demand data to improve the standardization and professionalization of vehicle on the demand of the vehicle.

The business data of the car rental car rental car also confirms Yang Daqing's judgment. Data show that from January to July 2022, the cargo Lala rental business basically achieved 100%new energy truck delivery in cities covered, while the sales volume of new energy trucks accounted for more than 70%, a year-on-year increase of nearly 700% Essence "New energy of new trucks has a strong attraction, because with the limitations of road rights and the increasingly stricter control of the truck passenger permit, more and more restrictions received by freight fuel vehicles. In the early days, the sooner we promote the layout of new energy trucks, the more we can occupy a place in the future freight field. "Chen Guoji, the person in charge of the car rental business of the car rental car, told the interface news.

According to reports, the current new energy truck models of the cargo Lala platform are mainly concentrated on small surfaces, which are 2.3 meters and below models. Now the demand for this part of the market is very obvious, including fresh distribution, drug distribution, small objects and goods Delivery, etc.

New energy truck in a parking lot in Shenzhen

In the field of new energy logistics, in addition to Internet freight platforms, traditional logistics companies are also important players. As the largest express company in the country, SF mainly promotes the application of new energy logistics vehicles through cooperation with vehicle manufacturers and third -party logistics vehicle rental companies. According to the person in charge of the SF Express New Energy Vehicle Project, there are more than 20,000 new energy logistics vehicles that SF has put into operation on the entire network, covering most of the business scenarios.

As early as January 2020, JD Group announced that its Beijing self -operated logistics vehicle had been replaced with new energy vehicles, and plans to replace the country's self -operated logistics vehicle to new energy vehicles in the next two years. Incentive methods such as subsidies have gradually replaced the partner's self -operated vehicles into new energy vehicles.

In the context of policy guidance and environmental protection, major car companies and new energy vehicle manufacturing companies have also entered a new energy logistics vehicle, hoping to run on this track. Data show that in the first half of 2022, a total of 81,797 new energy logistics vehicles were sold, an increase of 84%year -on -year, and sold to more than 300 cities across the country.

New energy logistics seems unstoppable, but some problems in the existence of new energy trucks still have tangled some drivers, mainly including insufficient battery capacity, fast battery attenuation, and inconvenient charging.

Specifically, the technical problems of the new energy truck's range of mileage can not be solved in a short time, but it can increase the construction of public infrastructure such as the normal travel of new energy trucks such as the density of charging piles, which can also alleviate people's mileage anxiety to a certain extent.

According to industry analysts, new energy trucks belong to tool cars. Compared with passenger cars, as long as the transportation plan is done in advance, the problems such as slow charging and short battery life can be overcome, which greatly reduces the transportation cost of platform drivers. In addition, many manufacturers have proposed the power replacement mode, which has the advantages of "that is, change", which can solve the problems of insufficient charging piles in new energy vehicle mileage anxiety and long -term charging consumption.

The reason why some truck drivers refuse to refuse new energy trucks are that the battery is expensive: "If the battery is aging, the battery is too expensive, it is better to change the car directly." The most important thing for pure electric trucks is the battery, motor, and electrical control, the core of which It is the battery. The way to carry multiple goods and how far can run depends on the quality of the battery.

"The attenuation of the battery is inevitable, but its attenuation speed is not very fast." The industry insiders said, "New energy vehicle batteries have already formulated comprehensive standards. . If the attenuation rate of the battery during the warranty period exceeds 20%, the manufacturer will bear all the responsibilities and must replace and repair the battery pack for users for free. "

"Urban Sample" promoted by new energy trucks

Under the vigorous promotion of the country, more and more cities have joined the promotion of new energy logistics vehicles, and many cities have successively launched relevant policies such as road rights and operation subsidies. In addition, in terms of vehicle licenses, many cities have restricted fuel truck indicators and give more indicators for new energy vehicles.

"Economy, environmental protection, and unlimited banks are the main reason why I choose a new energy truck." Wang Chuan is a cargo Lala driver from Puzhou, Hainan. According to his observations, there are few fuel vehicles on Hainan Island. "The main use of the fuel vehicle is the master who bought the car before. In the past two years, many people have chosen a new energy truck."

Hainan is China's first province to propose fuel vehicles in 2030. On August 22 this year, the Hainan Provincial People's Government issued the implementation plan of Hainan Carbon Dafeng, which proposed that by 2025, the proportion of clean energy in the field of public service and social operations reached 100%. By 2030, the island will ban the sale of fuel vehicles.

Wang Chuan analyzed that Hainan currently has charging piles in various counties and cities. The driver is convenient for charging. The improvement of supporting facilities has accelerated the popularization of new energy trucks.

According to statistics from the Hainan Provincial Development and Reform Commission, as of the end of 2021, the province of Hainan had a total of 4,7202 charging piles, an increase of about 78.8%over the previous year. In 2021, 20938 new charging piles were built in the province, and 209.4%of the annual task plan was completed.

Hainan Island covers an area of ​​35,400 square kilometers, and the average temperature of the year is 23 ° C-29 ° C. He believes in acceptable range.

In fact, thanks to the unique geographical conditions and the implementation of related policies, Hainan has become the forefront of the promotion and application of new energy vehicles in China. As of the end of June this year, Hainan Province's new energy vehicle ownership has reached 159,000, accounting for 8.91%of the car ownership, which is 5.7 percentage points higher than the national average. Shanghai, ranking second in provincial -level regions in the country.

According to the data of the cargo Lala platform, Haikou drove more than 80%of drivers driving new energy trucks, and Shenzhen, Guangzhou, and Chengdu accounted for more than 40%. The popularity of new energy trucks in Haikou exceeds other cities in China.

However, from the perspective of the preservation of new energy logistics vehicles, Shenzhen ranks first in the country and even the world. According to the plan, Shenzhen will continue to increase the proportion of new energy logistics vehicles, and by 2025, new energy logistics vehicles will strive to reach 113,000 units.

New energy truck driving in Huaqiangbei, Shenzhen

Since the exactly promotion of new energy logistics vehicles in 2015, Shenzhen's performance has been prominent. It is not only in terms of sales, but also reflected in policy support and operational support.

Shenzhen is the earliest city in China to launch and implement new energy logistics vehicle operation subsidies. In addition to the support of real gold and silver, Shenzhen has also opened a large number of road rights restrictions in the use of new energy logistics vehicles. Since 2018, Shenzhen has introduced relevant policies for new energy licenses.

Shenzhen's experience is also drawn by many cities in China. In major cities in China, you can see the shadow of "Shenzhen model", such as road rights policy, green logistics areas, and operating subsidies that operate dealers across the country. Essence

At present, the Ministry of Transport, the Ministry of Public Security, and the Ministry of Commerce have carried out two batches of demonstration projects for green freight distribution in cities, a total of 46 cities. The third batch of green demonstration cities has also started. According to incomplete statistics from the interface news, more than 30 cities in the above 46 cities have issued policies to support the development of new energy logistics vehicles.

"Benefiting from the application of the country's vigorous promotion of new energy trucks, the local government promotes the city's green freight distribution demonstration projects. New energy city trucks enjoy convenient convenience in some provinces and cities. The promotion and application of trucks. "Yang Daqing said. (Zhongxin Jingwei APP)

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