Investment Rating - The report does not explicitly state an investment rating for the new energy commercial vehicle industry. Core Insights - The report highlights increased policy support and ongoing efforts by companies to advance the development of new energy commercial vehicles, indicating a significant shift towards electrification in the commercial vehicle sector. The penetration rate of new energy commercial vehicles is expected to rise, driven by favorable policies and technological advancements [4][6][19]. Policy Developments - Guizhou Province has released a plan to accelerate the promotion and application of new energy commercial vehicles, aiming for over 90% of new and updated buses to be new energy vehicles by 2027 [4]. - Jiangxi Province has introduced a similar plan to promote the green renewal of urban buses, targeting an 86% electrification rate for city buses by 2027 [6]. - Yunnan Province's plan supports the replacement of old new energy buses and power batteries, enhancing infrastructure for charging and hydrogen refueling [7]. - The 2024 work plan from Zhenjiang promotes the industrial application of hydrogen fuel cell commercial vehicles [8]. Industry Highlights - BYD is set to launch its first new energy pickup truck, the BYD SHARK, featuring a DMO plug-in hybrid power system [18]. - Foton Motor reported strong sales performance in April 2024, with new energy vehicle sales increasing by 29.16% year-on-year [19]. - Yutong has deployed 80 new energy buses in Cangzhou, Hebei, contributing to the city's public transport development [21]. - The establishment of the National Automotive Parts Quality Inspection Center in Hubei aims to provide testing services and technical support for automotive parts manufacturers [30]. Technological Advancements - Zhongtong Bus has obtained patents for a new energy bus steering assist system, enhancing reliability [15]. - Foton Daimler has developed a battery swapping system that allows for the use of one or multiple battery packs [17]. - The report mentions advancements in electric heavy-duty truck charging technology, with a focus on establishing a standardized charging system [11]. Market Dynamics - The report notes that the penetration rate of new energy commercial vehicles was only 11.1% in 2023, significantly lower than the 34.7% for passenger vehicles, indicating substantial growth potential in the commercial sector [4]. - The report emphasizes the importance of transitioning from traditional fuel vehicles to new energy vehicles in the context of carbon reduction strategies [4][6].
新能源商用车产业情报周刊：政策支持力度加大，企业持续加强攻关力度
Zhi Yan Zi Xun·2024-05-21 01:42