In recent times, the market penetration of pure electric traction trucks has shown remarkable growth in certain regions, prompting in-depth discussions within the industry about comprehensive electrification. An in-depth analysis of the top 25 cities by sales of pure electric traction trucks reveals that from January to November this year, the cumulative sales in these cities have reached 23,000 units, accounting for 57% of the national total. Among them, the penetration rates in Changji, Xinjiang and Changzhi, Shanxi exceeded 82% in November, while the penetration rates in Yangquan, Jincheng, and Changsha, Hunan, also surpassed 60%. Shanghai, Zhengzhou, and Linfen followed closely, with penetration rates exceeding 50%. Shanxi Province, as the sales leader of pure electric traction trucks, has three cities ranking among the top in the national penetration rate rankings.
Specifically, in terms of sales figures, eight cities have sold more than 1,000 units of pure electric traction trucks in the first 11 months of this year, including Shenzhen, Changzhi, Tangshan, Zhengzhou, Linfen, Handan, Tianjin, and Changji. These cities not only have impressive sales figures but also exhibit a remarkable pace of electric traction truck adoption.
With the rapid increase in market penetration, the pure electric traction truck market is witnessing numerous new changes. The pace of product iteration has significantly accelerated, with major manufacturers speeding up technological upgrades and product quality improvements, reducing the product iteration cycle to 6 to 8 months. At the same time, the price war is intensifying, with almost every one to two months seeing a price reduction of 10,000 to 20,000 yuan. Brands are competing to launch products with higher cost-performance to secure a place in the fierce market competition.
In terms of sales models, pure electric traction trucks are also moving closer to traditional fuel and gas vehicles, with the threshold for purchase gradually lowering. The complex and costly ecosystem model and full-ecosystem financing methods, which were once prevalent, are gradually returning to traditional sales models as market penetration increases. The process of purchasing a vehicle has become simpler and more familiar, from selecting, ordering, paying the down payment, obtaining loans, to picking up the vehicle and registering it for operation, the entire process is more streamlined.
Consumer focus has also shifted subtly, from past concerns about ecosystems, charging, and financing, to a greater emphasis on the vehicle itself. Brand, performance, quality, weight, energy consumption, and after-sales service have become important factors for consumers when purchasing vehicles. In terms of charging methods, an increasing number of users are choosing to charge rather than be concerned about the cost and efficiency of battery swapping. As a Shanxi trucking company owner said, a full charge is sufficient to meet the needs for 4 to 5 hours of use, as drivers also need rest and meals.
Looking ahead, the competition in the pure electric traction truck market will be even more intense. As the market range of electric vehicles continues to expand, the penetration rate in some local markets has exceeded 80%. Although it is still in a weak position on a national scale, the growth momentum remains strong. Price competition will become one of the main means of market competition, with major traditional heavy truck groups and emerging forces all getting involved. For traditional manufacturers, winning sales and market share is crucial, and they will actively participate in the war even if it means incurring losses. Sales volume not only represents a company's market position but is also a key to improving self-learning ability, product iteration ability, and market competitiveness. For new forces and third-tier manufacturers, price competition is a matter of life and death for the company. How to maintain profit margins while achieving product updates, increased production and sales, and market expansion will be their biggest challenge.
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