Talking about new energy logistics vehicles: Will it become a bubble?

In February, the production and sales of new energy vehicles in China completed 17,972 vehicles and 17,596 vehicles respectively, up 15.5% and 30.3% year-on-year respectively. In February, sales of new energy passenger vehicles reached 16,500, an increase of 202% from January and a year-on-year growth. 64%, the overall sales of new energy vehicles ushered in a beautiful reversal in February, but the commercial vehicle sector remained fiasco. There are many different opinions in the middle, and the most important thing is that they cannot be separated from the national policy. Therefore, the new energy vehicles are weaned (no subsidies), and the remarks of life-savings are becoming more and more raging. So will the new energy logistics vehicles become a bubble?

Did the production and sales of the new energy logistics vehicles in the first two months have real demand?

Confidence in the enterprise and the bleak market constitute a strong contrast. It is understood that Zhongtong Bus and Jianruiwo can jointly develop electric logistics vehicles. The two sides plan to promote the sale of 15,000 electric logistics vehicles to the market this year; Shaanxi Tongjia and Xin The cooperation agreement signed by Wanda shows that the company's goal of electric logistics vehicles this year is more than 20,000 vehicles; Nanjing Jinlong will launch four new energy logistics vehicles this year.

In addition, Yunnan's largest new energy logistics vehicle operation platform has landed, and plans to launch 5,000 new energy logistics vehicles within five years. The first batch of this year has purchased 1,000 units.

Of course, the confidence of enterprises is not groundless. The promotion of state subsidies for new energy vehicles is one aspect. On the other hand, the e-commerce economy is a high growth point in the national economy. It is estimated that the annual output of logistics vehicles will reach 3.3-3.7 million vehicles in 2020. Among them, the annual output of urban logistics vehicles is 260-2.9 million, and under the influence of the city's “bans and power-limiting” and limited line restrictions, the logistics industry is paying more and more attention to new energy logistics vehicles. With the increase, the application prospects of new energy logistics vehicles are foreseeable.

The "three hills" at the local level and the issue of road rights need to be solved

New energy vehicles must not only cross the "three big mountains" at the national level, but also face the "three hills" at the local level. They are summarized as local records, local subsidies and local licensing indicators. All new energy auto companies face these problems, and there is a special road rights issue for new energy logistics vehicles.

In the express delivery industry, conventional vehicles are still subject to many restrictions when entering the city. There are specific restrictions on logistics and express delivery vehicles in terms of driving sections and time. The restriction on opening into the city has always been the direction of the unremitting efforts of express logistics companies. In some areas, it is stipulated that new energy logistics vehicles are not restricted to urban areas, but the attitudes of new areas to new energy logistics vehicles are very vague and concealed, and the implementation of policies is not enough.

In order to enter a certain area, new energy logistics vehicle enterprises must abide by the local "rules" and understand the local attitude towards new energy vehicles (logistics vehicles). For example, the Shenzhen area is highly open to new energy logistics vehicles, but also Some new requirements may be proposed, such as the installation of the T-Box platform on the new energy logistics vehicles that are required to operate; Xi’an City proposes to facilitate the transportation of new energy logistics vehicles engaged in urban distribution, and is not subject to the traffic restrictions of urban roads. Restrictions, but also stipulate that units and individuals purchase new energy vehicles can not be transferred within three years; Shanghai stipulated pure electric freight cars can be used in the urban area with the "Cargo Pass", but not with the "No Cargo Pass" ban sign Roads (including elevated roads); Shanxi clearly stipulates the abolition of provincial-level electric vehicle promotion and application subsidies, and is included in the Ministry of Industry and Information Technology's “Recommended Models for the Promotion and Application of New Energy Vehicles” and the realization of terminal sales. Electric vehicles are given provincial marketing subsidies in accordance with 50% of the state's subsidies for the same period.

Therefore, the rules of the game in different regions are different. Enterprises should not only look at the subsidy quota of this place, but also pay attention to restrictive conditions and control measures.

The range of 100 kilometers may be the destination of new energy logistics vehicles.

At present, the competition of small trucks such as new energy micro-faces is fierce. The performance of its platform is not like conventional cars. The price does not match the electric tricycles. However, the new energy logistics vehicles are required to exceed the conventional vehicles and not to the electric tricycles. . It is certainly difficult to use traditional thinking and renting and selling models, but it is not impossible to shake this market under the new economic form and operating mode.

The outside world calls the express delivery industry “the silk industry”, but with the development of new retail, shared economy, new energy vehicles, financial leasing, and the country’s emphasis on smart, green, efficient logistics and the comprehensive quality and social security of the practitioners. Industry reshuffle will intensify, the last mile is more of a transportation attribute, and the last 100 meters is the key to export service level, value and concept. With the emphasis on service quality, the logistics industry is extensively operated. Management methods and concepts will also change, not only to deliver goods but also to export value.

The new energy logistics vehicle is positioned to solve the problem of urban distribution. As a mobile intelligent storage platform, it can not only realize its value as a transportation tool, but also realize the decent, efficient, intelligent and environmental protection of the last mile and the last 100 meters. .

With the management of smog and urban congestion in the country, the use of new energy vehicles within the radiation range of 100km in the future will be normalized, and the socialization of new energy logistics vehicles is expected to increase.

Summary: Back to the original question, no subsidies, new energy logistics vehicles will be life-threatening? As far as subsidies are concerned, the state is trying to make up for the high cost of new energy vehicles through financial means, to promote the development of the industry and to adjust the allocation of resources. It is not subsidized for subsidies. There will still be a market grasp and The process of survival of the fittest.

As a new industry, new energy, if you have not learned to walk, want to run, there is a law of development, because we will find that there is no absolute market liberalization, what companies and consumers can do is to make good use of it. The policy and market environment to maximize the benefits of their own.

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