Yutong, Zhongtong, Jinlong, CRRC and so on. Who is the biggest "potential stock"?

First commercial vehicle network? give rise to

Under the pressure of the "three mountains" of shrinking market space, declining subsidy policy and difficult profit, the life of China bus industry is getting worse and worse.

How to gain a foothold in the fierce market competition and keep up with the development pace of the "new four modernizations" of the automobile industry? In addition to efforts in the field of buses, overseas markets and intelligent driving, it is becoming the choice of mainstream bus companies to break new ground in the field of trucks.

In the latest announcement of the 334th batch of new cars issued by the Ministry of Industry and Information Technology, Bian Xiao, the first commercial vehicle network, found that Yutong, Zhongtong, BYD, Xiamen Jinlong, CRRC, Kaiwo and other enterprises with strong performance in the bus market all have new truck products on the list, some of which are used in the field of logistics and some are used in the field of special vehicles; Some have achieved national six emissions, and some have achieved the self-production capacity of truck chassis ... Let's take a look at the highlights of trucks produced by these popular bus companies, which will threaten the market position of traditional truck companies.

After pure electric heavy, medium and light trucks? Yutong Liu Guo diesel truck was born.

In the 334th batch of new car publicity, Yutong listed five new truck products, namely 1 truck chassis, 1 pure electric truck chassis, 1 compression garbage truck, 1 washing and sweeping vehicle and 1 pure electric self-loading and unloading garbage truck. Except that the sweeper adopts faw liberation J6P chassis, all other Xinyutong trucks adopt self-made chassis, with total mass of 8.495 tons, 3.495 tons, 8.495 tons and 3.495 tons respectively.

Yutong Liuguo truck chassis

What is even more eye-catching is the truck chassis on Yutong's list, which not only uses Yutong's logo, but also realizes the national six emissions. This means Yutong has made a breakthrough in the national six diesel truck market. From the appearance, this zhongka is similar to the cab of the 320th batch of pure electric zhongka declared by Yutong last year, with a rectangular front face and a straight hollow line, which is quite satisfactory. In terms of power, Yutong diesel medium-sized truck is equipped with Yuchai Liu Guo engine, model YCY30 150-60, displacement of 2970ml, power 1 10kW (about 150 HP).

Configuration of Yutong Liuguo Truck Chassis

This time, Yutong Liu Guo diesel truck "turned out", which made people feel that Yutong is serious about the truck market, not just following the trend and marching into pure electric trucks. What makes people think is whether Yutong can launch tractor products.

Zhongtong and Jinlong compete for light pure electric insulated cars? Who is a little better?

Zhongtong and Xiamen Jinlong are both veterans in the field of passenger cars. One is the order harvester in the bus market, and the other is the high-scoring killer in the road bus market. In 334 batches of publicity, they "rarely" launched new trucks, all of which are pure electric insulated vehicles. Among them, Zhongtong Bus launched two light pure electric insulated vehicles, and Xiamen Jinlong launched a light pure electric insulated vehicle. It is worth noting that the three pure electric insulated cars launched by these two companies are the only three insulated cars in this batch of publicity, which can be said to be "great minds think alike".

Dongfeng light truck chassis Zhongtongchun electric insulated car

Specifically, among the two pure electric insulated cars listed by Zhongtong Bus, one adopts Dongfeng light truck chassis and the other adopts Shaanxi Automobile light truck chassis. Among them, the product model is LCK5048XBWEV3E, which is a Zhongtong pure electric insulated vehicle with Dongfeng light truck chassis. The overall dimensions of the vehicle are 5.995m, 2. 17m and 2.998m respectively. The length, width and height of the cargo hold railing are 4. 13m, 2.05m and 2.01m in turn; The total mass is 4.495 tons, the curb weight is 3.05 tons, and the rated load mass is 1.3 15 tons; Using lithium ferrous phosphate power battery, from Hefei Guo Xuan Gaoxin Power Energy Co., Ltd.; The motor model is TZ230XSIN 10 1, with rated power of 60kW and peak power of 120kW (maximum 163 horsepower).

Configuration of Pure Electric Insulation Vehicle in Dongfeng Light Truck Chassis

The product model is LCK5048XBWEV5S, and Zhongtong brand pure electric insulated car adopts Shaanxi Automobile Delong K3000 light truck chassis. The overall dimensions of the vehicle are the same as those of LCK5048XBWEV3E mentioned in the previous paragraph, with a total mass of 4.495 tons. The rated load mass and curb mass should be 1.2 15. In addition, the power battery is also the technical route of lithium iron phosphate battery, but the manufacturer is Contemporary Amp Technology Co., Ltd.; The motor model and rated/peak power are the same as those in the previous paragraph. Other details of the cargo hold are basically the same, for example, the top of the cargo hold is closed and cannot be opened; The side protection device adopts cold plate, and the connection mode is riveting and bolt connection; The rear protection device adopts Q235 rectangular tube, which is connected by welding. Section size of rear lower protection device: 50mm× 100mm, height from the ground: 420mm, etc.

Shaanxi Automobile Light Truck Chassis Zhongtongchun Electric Insulation Car

The pure electric insulated car launched by Xiamen Jinlong adopts Dongfeng light truck chassis (different from China GM), and the product model is XMQ5045XBWBEVL. The overall dimensions of the vehicle are 5.995m, 2. 1m (or 2. 15m or 2.24m) and 2.9m (or 3.05m) respectively. The internal dimensions of cargo rail are 4. 16m, 2.05m (or 2. 1m or 2. 19m) and 1.95m (or 2.1m) in turn; Total mass is 4.495 tons, rated load mass 1.4 1 ton or 1.475 tons or 1.57 tons or 1.635 tons, and curb weight is 2.89 tons or 2.73 tons; Lithium iron phosphate battery from Contemporary Ampere Technology Co., Ltd.; Motor peak power 120kW, rated power 60kW. The side protection device is made of T700 and fixed on the frame with bolts. The rear lower protective material is T700, which is bolted at the rear end of the frame. The section size is 100mm×60mm, and the height of the lower edge from the ground is 380 mm ..

Xiamen Jinlong chun electric insulation car

Xiamen Jinlong pure electric insulated car and its configuration

In addition to the difference of chassis, the most obvious appearance of the two brands of pure electric insulated cars is that the logo of Zhongtong and the brand name of special vehicle are printed on the top of Zhongtong pure electric insulated car, while the brand logo of Dongfeng is retained on the top of Xiamen Jinlong pure electric insulated car.

What is the most embarrassing thing about Kevo? The number of trucks on the list is the largest and the models are rich.

However, when it comes to ostentation and extravagance, Nanjing Jinlong Kaiwo is undoubtedly the most "embarrassing".

In the 334th batch of publicity, Kaiwo Automobile listed 17 new truck products in one breath, which can be said to be the most powerful among public transport enterprises. Among them, there are 6 models of pure electric truck chassis, pure electric sprinkler 1 model, pure electric multifunctional dust suppression vehicle 1 model and pure electric washing and sweeping vehicle. 1, pure electric cleaning vehicle 1, pure electric van 1, pure electric guardrail cleaning vehicle 1, pure electric road maintenance vehicle 1, pure electric self-loading garbage vehicle 1, self-loading garbage. From these various names, we can easily see the great efforts of Kaiwo Automobile in the field of trucks.

Kaiwochun electric washing and sweeping vehicle

Kaiwochun electric van transport vehicle

Specifically, six pure electric truck chassis use the Kewo logo, including three heavy truck chassis (total mass 18 tons), 1 medium truck chassis (total mass 10.495 tons) and two light truck chassis (total mass 4.2 tons). Among the remaining 1 1 special purpose vehicles, there are 8 pure electric special purpose vehicles using the Kaiwo logo, covering heavy trucks, medium trucks and light trucks. Whether it is a Kaiwo heavy-duty pure electric truck or a Kaiwo heavy-duty pure electric special vehicle, its cab adopts Qingling truck cab; Three kinds of traditional power special vehicles are all discharged by the state. Retained the brand logo of the chassis. Among them, the road maintenance vehicle chassis and dump truck are produced by Chongqing Changan Automobile Co., Ltd., equipped with well-off power DK 15C Liu Guo gasoline engine; The detachable garbage chassis in the carriage is produced by Dongfeng commercial vehicle, and the cab is Dongfeng Tianlong KL, equipped with Dongfeng Cummins or Longqing Liuguo diesel engine.

Kaiwochun electric truck chassis

Kewo compartment detachable garbage truck, national VI diesel emission, maximum horsepower of 230 horsepower.

In fact, it is not only this batch of publicity, but also the new truck products of Kaiwo Automobile have been on the list many times before this year, including pure electric semi-trailer tractors and pure electric vehicles. Among them, in the 33 1 and 330 public notices, Kaiwo also introduced pure electric vehicles and light trucks.

33 1 batch of Kaiwochun electric insulation vehicles announced by the Ministry of Industry and Information Technology.

As we all know, in recent years, Kaiwo Automobile has invested tens of billions of yuan to expand the business of new energy vehicles. At present, there are new energy commercial vehicle projects under construction in Weinan, Lishui and Weihai. There is a reward for paying, and Kaiwo's market advantage is increasingly prominent. In 20 19, in the pure electric heavy-duty dump truck market, the sales volume of Kaiwo vehicles exceeded 1000, ranking second in the industry; In the first five months of 2020, China New Energy Heavy Truck * * achieved sales of 768 vehicles, and Kaiwo Automobile was far ahead with sales of 208 vehicles, accounting for 27.8% of the total sales.

CRRC has also entered the field of trucks! Publicity of Three Special Purpose Vehicle Products

CRRC Electric has made rapid progress in the field of new energy buses in recent years. 20 19 new energy bus sales were promoted to the third place in the industry. Unexpectedly, in the 334th batch of publicity, CRRC Electric introduced four truck products, including two truck-type garbage trucks (one is Tianlong KL chassis and the other is Chang 'an light truck chassis), 1 sprinkler (using Dongfeng Dorica chassis) and 1 pure electric road maintenance vehicle (using SAIC Datong Leaping Chassis). However, unlike its new energy route in the field of passenger cars, CRRC's four special vehicles can be said to have both traditional power and new energy power.

Detachable garbage truck with intermediate compartment

Sprinkler for middle car

Zhongchechun electric pavement maintenance vehicle

Generally speaking, compared with other enterprises, CRRC Electric is just a "newcomer" in the field of trucks. However, CRRC Electric has abundant resources such as group funds, so it should not be difficult to develop the truck business.

BYD launched the pure electric truck market in an all-round way.

In addition to the above-mentioned enterprises, BYD, the "old driver" of the pure electric truck market, has also listed five brand-new trucks, all of which are pure electric vehicles, namely 1 pure electric van, 1 pure electric truck chassis, 1 pure electric kitchen garbage truck, 1 pure electric self-loading and unloading garbage truck and 65433. In terms of total mass, BYD's kitchen waste garbage truck is a medium-sized truck with a total mass of 1 1.8 tons; The other four models are light trucks with a total mass of 4.3 tons. BYD's new pure electric truck uses its own logo. In terms of production qualification, BYD has outstanding advantages.

BYD kitchen garbage truck

BYD pure electric van transport vehicle

BYD pure electric truck chassis

label

From the development trend of the times, the market trend of commercial vehicles is better than that of passenger cars, while the trend of trucks is better than that of passenger cars. Yun Mian, vice president of China Logistics Society, once said: "The world can be built and operated without passenger cars, but there must be no commercial vehicles, especially trucks involved in the turnover of necessary living materials." During the epidemic control in COVID-19 this year, buses and buses basically stopped driving, while trucks were still on duty, transporting epidemic prevention materials and daily necessities. In the post-epidemic period, the truck industry took the lead in resuming retaliatory growth. In some months, the sales volume also broke through the historical record, while the sales volume of bus and new energy bus industry still dropped significantly, making it difficult to rebound.

Since the truck market is so hot, and now there are so many bus companies involved, the market competition is bound to be more intense. However, some existing overcapacity market situations will be more severe because of the entry of more enterprises.

Who will be the final winner, the traditional truck enterprises or the cross-border "new forces"? And these new forces from the bus industry, who is the biggest "potential stock"?

Editor in Charge: Li Xiuzhi

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.