In August 2022, the sales of new energy special-purpose vehicles reached 27,000 units, a month-on-month increase of 13% and a year-on-year increase of 88%, and reached a new high in the same period in recent years. In 2022, the cumulative sales of new energy special vehicles from January to August were 151,000 units, a year-on-year increase of 78%.
According to the terminal licensing data, the sales volume of new energy special-purpose vehicles in each month from January to August 2022 are as follows:
|
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sales in 2022 (ten thousand units) |
0.79 |
1.04 |
2.24 |
1.76 |
1.82 |
2.39 |
2.38 |
2.69 |
Sales in 2021 (ten thousand units) |
0.48 |
0.30 |
1.22 |
1.17 |
1.12 |
1.35 |
1.43 |
1.43 |
YOY growth % |
64.6 |
246.7 |
83.6 |
50.4 |
62.5 |
77.0 |
66.0 |
88.1 |
MOM growth % |
-69.0 |
31.6 |
115.4 |
-21.4 |
3.4 |
31.3 |
-0.42 |
13.0 |
The reason why the sales of new energy special purpose vehicles in August and January-August reached a new high is mainly due to the new energy logistics vehicles, which accounted for more than 80% of the total. Thanks to the continuous efforts and positive effects of the national dual-carbon strategic goal, the strong promotion of the new energy logistics vehicle development policy and the rise in oil prices, new energy heavy-duty trucks, especially charging heavy-duty trucks, received much popularity.
According to the registration data, the sales volume and proportion of each sub-model of new energy special-purpose vehicles in August and January-August 2022 compared with the same period in 2021:
|
New energy passenger bus |
New energy light truck (≥1.8t) |
New energy heavy truck |
New energy micro truck (≤1.8t) |
New energy pickup truck |
New energy medium truck |
Total |
Sales in August |
18062 |
5277 |
1847 |
1337 |
190 |
206 |
26919 |
Proportion in new energy vehicles |
67.1 |
19.6 |
6.86 |
4.97 |
0.70 |
0.77 |
100.0 |
Sales from Jan to Aug |
103950 |
25402 |
13406 |
6359 |
1165 |
904 |
151186 |
Proportion in new energy vehicles |
68.76 |
16.8 |
8.87 |
4.21 |
0.77 |
0.598 |
100.0 |
New energy pickups are the smallest segment of new energy trucks, mainly because they are not suitable for off-roading, so the scope of application is narrow.
New energy medium-sized trucks account for 0.77% of new energy special-purpose vehicles, mainly because new-energy medium-sized trucks are only used in some sanitation vehicles and special-purpose vehicles.
According to the terminal registration data, the TOP10 companies of new energy special purpose vehicle sales in August 2022:
Rank |
Company |
Sales in Aug (unit) |
YOY growth % |
Market share in Aug % |
1 |
Geely Commercial Vehicle |
3429 |
650.0 |
12.74 |
2 |
Chongqing Ruichi |
2983 |
44.0 |
11.08 |
3 |
Huachen Xinyuan |
2809 |
290.0 |
10.44 |
4 |
Dongfeng Motor |
1598 |
121.0 |
5.94 |
5 |
Chang’an Auto |
1554 |
47.0 |
5.77 |
6 |
Beiqi Foton |
1417 |
30.0 |
5.26 |
7 |
Brilliance Auto |
1321 |
75.0 |
4.91 |
8 |
Chery |
1247 |
75.0 |
4.63 |
9 |
Shanxi New Energy |
1080 |
33.0 |
4.01 |
10 |
Guangxi Auto |
1062 |
51.0 |
3.95 |
|
Total |
26919 |
66.0 |
100.0 |
According to the terminal registration data, the TOP10 companies of new energy special purpose vehicle sales from January to August 2022:
Rank |
Company |
Sales from Jan to Aug (unit) |
YOY growth % |
Market share from Jan to Aug % |
Market share from Jan to Aug 2021 % |
Change in market share |
1 |
Chongqing Ruichi |
17516 |
35.0 |
11.59 |
15.25 |
-3.66 |
2 |
Chang’an Auto |
13335 |
156.0 |
8.82 |
6.13 |
2.69 |
3 |
Geely Commercial Vehicle |
11964 |
365.0 |
7.91 |
3.03 |
4.88 |
4 |
Huachen Xinyuan |
9965 |
148.0 |
6.59 |
4.73 |
1.86 |
5 |
Dongfeng Motor |
9663 |
121.0 |
6.39 |
5.14 |
1.25 |
6 |
Brilliance Auto |
8760 |
75.0 |
5.79 |
5.89 |
-0.10 |
7 |
Guangxi Auto |
7799 |
74.0 |
5.16 |
5.27 |
-0.11 |
8 |
Chery |
7787 |
61.0 |
5.15 |
5.69 |
-0.54 |
9 |
Shanxi New Energy |
6936 |
52.0 |
4.59 |
5.37 |
-0.78 |
10 |
Dongfeng Xiaokang |
6934 |
6.0 |
4.59 |
7.70 |
-3.11 |
|
Total |
151186 |
78.0 |
100.0 |
100.0 |
0.00 |