From January to April 2024, a total of 15,544 new energy heavy trucks were sold, a cumulative year-on-year increase of 129%. As an important segment of the new energy heavy truck market and an indispensable new energy concrete mixer truck (hereinafter referred to as new energy mixer truck), how is the market performance?

Terminal registration data shows that 945 new energy mixer trucks were sold in April 2024, an increase of 105% year-on-year from 461 in April last year; from January to April 2024, a total of 2,441 new energy mixer trucks were sold, a year-on-year increase of 126%.

So what are the main characteristics of the new energy mixer truck market from January to April 2024?

Feature 1. Sales in April hit a new high in each month since this year

According to terminal registration data, sales of new energy mixer trucks in each month from January to April 2024:

The above chart shows that in April 2024, 945 new energy mixer trucks were actually sold, setting a new monthly record from January to April this year. According to analysis, this is mainly due to the current national policy drive for the development of the new energy heavy truck market, coupled with the increase in the start of new infrastructure investment projects, which has led to an increase in the demand for new energy mixer trucks in municipal engineering construction.

Feature 2: Outperformed in April and underperformed in January-April in the new energy heavy truck market

Table 1, year-on-year comparison of new energy mixer trucks and new energy heavy trucks in April 2024 and January-April (data source: terminal registration information)

The above table shows:

1. April 2024:

945 new energy mixer trucks were sold, a year-on-year increase of 105%, which was nearly 3 percentage points higher than the 102% growth rate of the new energy heavy truck market in April this year, and performed well;

2. January-April 2024:

The cumulative sales of new energy mixer trucks were 2,441, a year-on-year increase of 126%, which was nearly 3 percentage points lower than the 129% growth rate of the new energy heavy truck market in January-April this year.

It can be seen that in April and January-April this year, new energy mixer trucks outperformed and underperformed the new energy heavy truck market year-on-year respectively.

The reason why new energy mixer trucks outperformed the new energy heavy truck market in April this year is that

According to analysis, the main reasons are:

First, with the continuous advancement of the national "Blue Sky Defense War" strategy and the implementation of environmental protection policies in various places, the electrification process of mixer trucks in various places has also accelerated, which has promoted the promotion and application of various new energy mixer trucks.

Second, the acceleration of new infrastructure investment in April this year has increased the demand for new energy mixer trucks.

New energy mixer trucks are mainly used for medium and short-distance transportation of sand and gravel aggregates in engineering infrastructure, mining, real estate, etc. Especially since this year, in order to stabilize the economy and maintain growth, the country has taken the investment in new infrastructure projects as a breakthrough for economic development. The acceleration of investment in new infrastructure projects will inevitably give rise to more demand for new energy mixer trucks.

Third, the sales base of new energy mixer trucks in the same period last year was the lowest, which objectively provided data support for the year-on-year performance of new energy mixer trucks over the new energy heavy truck market in April this year.

Feature 3: January-April: Charging mixer trucks accounted for nearly 70% of the lead

Table 2, according to the terminal registration information, divided by energy replenishment method and technical route, the sales and proportion of new energy mixer trucks in January-April 2024 are as follows:

As can be seen from the table above, according to the technical route and charging method, in the sales structure of new energy mixer trucks from January to April this year:

---- Ordinary pure electric mixer trucks have sold a total of 1,696 units, accounting for nearly 70% (69.48%) of the market, and they are in an absolute dominant position and leading the market; according to the research and analysis, the main reasons are:

First, new energy mixer trucks are operated in many scenes in urban areas, the transportation distance is not too long, and the requirements for cruising range are not high. Ordinary charging models can meet the daily cruising range requirements, so generally there is no need to replace the battery;

Second, ordinary charging piles are currently more widely distributed in urban areas, unlike the current distribution of battery replacement stations, which are still very rare. Therefore, charging new energy mixer trucks operating in cities is more convenient than battery replacement.

It can be seen that ordinary charging pure electric models occupy the dominant position in the new energy mixer truck market.

--- Battery replacement mixer trucks have sold a total of 744 units, accounting for 30% (30.48%) of the market, ranking second. According to the research and analysis, the main reasons are:

Battery replacement models have fast charging time and less initial purchase investment. At the same time, they solve the problem of insufficient cruising range in closed areas, so they are gradually welcomed by customers.

---Only 1 hybrid mixer truck was sold, which is almost negligible.

---No fuel cell mixer trucks were sold.

In short, "ordinary charging pure electric leading" is a basic feature of the new energy mixer truck market from January to April this year.

Feature 4: April: XCMG won the championship, ZOOMLION,SANY tied for second

According to terminal registration data, the top 10 sales rankings of new energy mixer trucks in April 2024 are:

The above chart shows that among the TOP10 new energy mixer truck sales in April 2024:

---XCMG Automobile won the championship, selling 271 vehicles, and was the only automaker with sales exceeding 200 vehicles;

---ZOOMLION and SANY Automobile both sold 192 vehicles, tied for second;

---The sales volume of other automakers was less than 100 vehicles.

Feature 5: Cumulative sales from January to April: XCMG led, SANY and ZOOMLION ranked second and third respectively; TOP10 all increased year-on-year, Wuhu CIMC Ruijiang led the increase

Terminal registration information shows that from January to April 2024, a total of 16 automakers participated in the registration and sales of new energy mixer trucks.

Table 3, based on terminal registration information, sales analysis of the TOP10 new energy mixer truck companies from January to April 2024:

The above chart shows that in the sales of new energy mixer trucks from January to April 2024:

---XCMG Automobile sold a total of 800 vehicles, a year-on-year increase of 117.98%, underperforming the market, with a market share of 32.73%, dominating the list;

---SANY Automobile sold a total of 515 vehicles, a year-on-year increase of 4.89%, underperforming the market, with a market share of 21.1%, ranking second;

---ZOOMLION sold a total of 408 vehicles, a year-on-year increase of 508.96%, outperforming the market, with a market share of 16.71%, ranking third;

---The cumulative sales of other car companies were all below 200 vehicles, and the market share was less than 8%.

---The TOP10 all increased year-on-year, with Wuhu CIMC Ruijiang leading the increase (788.98%).

Feature 6: The main sales model is the 31-ton 8X4 new energy mixer truck, which occupies an absolute dominant position

Table 4, according to the terminal registration information, divided by drive form, the sales share of various types of new energy mixer trucks from January to April 2024:

The above table shows that, divided by drive type, among the models of new energy mixer trucks sold in April 2024 and January-April, the 31-ton 8X4 new energy concrete mixer trucks accounted for 98.5% and 98% respectively, both occupying an absolute dominant position, while the 6X4 25-ton models accounted for only 1.5% and 2.0% respectively.

According to research and analysis, this is mainly based on the new national regulations. The total weight of the 4-axle 8X4 mixer truck is 31 tons, which is 6 tons larger than the 6X4. Moreover, the tank volume of the mixer truck under the new regulations is much smaller than before. The current 8X4 mixer truck can load the same amount of concrete as the previous 6X4 25 tons. Because there have been many safety accidents involving mixer trucks on the market in recent years, the main reason is that the mixer trucks are seriously overloaded. On the other hand, the center of gravity of the vehicle itself is high, which is prone to rollover accidents. The reduction in tank volume has greatly reduced the actual profit of the car owner.

Source : www.51cm.com

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Tags : new energy mixer truck