Zoomlion Liu Hongfu: New energy era development trend of sanitation vehicles

Recently, at the 2024 China Commercial Vehicle Forum on "Opening up new tracks and new fields, and promoting the development of the special-purpose vehicle industry", Liu Hongfu, director of Changsha Zoomlion Environmental Industry Co., Ltd., delivered a wonderful speech.

Development trend of sanitation vehicles in the new energy era
New energy can be developed, and one of the important reasons is the development of battery technology and the reduction of battery costs. There is a saying in the industry that new energy sanitation vehicle companies work for chassis factories, and chassis factories work for battery factories. On the other hand, the advancement of battery technology and the reduction of costs should also help the transformation of sanitation vehicles to new energy.
At present, the economic efficiency of new energy sanitation vehicles is about 2.5 to 3 years of investment recovery period in the field of road cleaning and maintenance. The part of the purchase price that is more expensive than that of fuel vehicles can be earned back through three years of operating cost savings. Garbage collection and transportation vehicles are about 4 to 5 years. For this reason, as long as the city allows charging facilities and charging piles, whether it is a state-owned unit or a private sanitation operation company, it will focus on new energy vehicles. This is also an important reason why the development of new energy vehicles in the field of sanitation is so fast. Last year, the penetration rate of new energy vehicles was 8%, and this year it is predicted to exceed 10%. After exceeding 10%, Liu Hongfu believes that the development of new energy sanitation vehicles has entered a critical point of rapid growth. In addition to the very short investment recovery period, there is another reference basis, which is passenger cars. After the penetration rate of new energy vehicles in passenger cars exceeded 13%, it basically doubled every year because it has a scale effect and consumer acceptance. From the first half of this year, the proportion of new energy vehicles in the industry has indeed increased significantly.
Sanitation machinery begins to show a trend of robotization
Motor vehicle roads, whether it is a cleaning vehicle or a garbage collection vehicle, as long as it runs on the road, more than 90% of the sanitation field is mechanized. A large number of sanitation workers are doing sidewalks, auxiliary roads, green belts, and urban villages. The sanitation service business of Changsha Zoomlion Environmental Industry Co., Ltd. is nearly 6 billion, and its sanitation workers are nearly 100,000. The aging of this part of the sanitation workers in the industry is very serious, and the average age is about 55 years old.
With the arrival of AI technology, AI technology will help realize true unmanned driving - L5 level unmanned driving. Especially after the release of AGI general artificial intelligence, in five to ten years, it is expected that there will be a market of 200,000 to 300,000 small sanitation operation robots, and the scale will reach about 40 billion, creating a new sanitation machinery industry. However, it seems that there is no chance of substantial growth in the past two or three years, because the development of AI is still in the technical verification stage, and large-scale commercial use is still difficult. Only when L5 level fully unmanned driving is truly achieved, and one person controls 10 or 20 devices, and these robots operate in the back streets and alleys without supervision, will the era of our sanitation robots truly arrive. This is also the vision of our company. A very important sentence in our corporate vision is that we are the industry leader with sanitation robots as the leading force. It is stated at the outset that our future products will be robotized. Of course, the era of robots must also be the era of new energy. New energy and robotization are the major trends in the development of the industry that I want to talk about.

Improve management efficiency and reduce enterprise costs with the help of big data diagnostic platform
In the era of fuel vehicles, there is no big data diagnostic platform. In the era of new energy, it is possible to provide customers with remote diagnosis, rapid troubleshooting, early warning analysis, and real-time data value-added services. The value-added service department of data is only for service maintenance, including energy consumption analysis, working condition analysis, driver's habit analysis, and economic analysis of different vehicles at different times during use. This can provide customers with real data at the bottom layer, so that the use of the car is the best and the cost is the lowest.
At the same time, Changsha Zoomlion Environmental Industry Co., Ltd. also has a cloud platform, which is also based on the underlying physical layer data and the big data analysis model of the operation layer to give customers some clear suggestions. This platform integrates the physical platform of the underlying vehicle, the ERP platform of the sanitation enterprise operation, and the human resources platform. All data management personnel can view it on their mobile phones. The mobile terminal is better than the computer terminal, so that every action is very accurate and every cost is not wasted.
Liu Hongfu said that he hopes to manage sanitation workers, small equipment, large equipment and sanitation enterprises, and truly manage data on the cloud and managers work on mobile phones. This is an indispensable thing in the era of rapid development and high efficiency in the future industry.
 
Views:2637

China Special Vehicle Adivsor