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市場調查報告書

中國的電池式物流EV產業:2017∼2020年

China Battery Electric Logistics Vehicle Industry Report, 2017-2020

出版商 ResearchInChina 商品編碼 356929
出版日期 內容資訊 英文 122 Pages
商品交期: 最快1-2個工作天內
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中國的電池式物流EV產業:2017∼2020年 China Battery Electric Logistics Vehicle Industry Report, 2017-2020
出版日期: 2017年03月15日 內容資訊: 英文 122 Pages
簡介

從卡車及至巴士,物流用車輛電氣化今後也將持續發展,預測在2020年前年度銷售台數將達到大約400,000台。總銷售額的36%和29%是替代輕卡和小型貨車的電動物流車,這將是最重要的替代市場。目前兩個市場將有一個穩定的客戶群,由中低端市場的貨車用戶和高端市場的物流企業組成。

本報告提供中國的電池式物流EV產業調查分析,提供您市場概要,產業的背景,政策,主要企業,發展預測等相關的系統性資訊。

第1章 所謂電池式物流EV

  • 定義與特徵
  • 對象用戶
  • 產業鏈

第2章 全球和中國的EV市場

  • 全球新能源車市場
  • 中國的新能源車市場

第3章 電池式物流EV產業的背景

  • 新能源車的發展方向性
  • 電池式物流EV的發展的支援要素
  • 電池式物流EV的迅速的發展理由
  • 電池式物流EV的迅速的發展障礙

第4章 電池式物流EV的政策

  • 政策
  • 免稅模式的名錄

第5章 中國的電池式物流EV產業

  • 生產量
  • 銷售額
  • 產品
  • 成本

第6章 電池式物流EV廠商

  • Dongfeng Motor Corporation
  • Chongqing Ruichi Automobile Industry Co., Ltd.
  • Shaanxi Tongjia Automobile Co., Ltd.
  • Chongqing Lifan Motors Co., Ltd.
  • Jiangsu AOXIN New Energy Automobile Co., Ltd.
  • Guohong Auto Group Co., Ltd.
  • BAIC Motor Corp Ltd
  • Fujian New Longma Auto Co., Ltd.
  • Wuhu Bodge Automobile Co., Ltd.
  • Tianjin Qingyuan Electric Vehicle Co., Ltd.

圖表

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目錄
Product Code: LT032

The output of battery electric logistics vehicles didn't see a significant year-on-year increase in the first half of 2016 due to the failure of electric special-purpose vehicles to be included in the promotion catalogue. As it approached the end of the year and the market expected the introduction of subsidy policy and catalogue, the electric logistics vehicle output soared to 15,500 units in November, raising the total output for the first eleven months to 26,300 units. New energy trucks/special-purpose vehicles were included in the Catalogue of Recommended Models for NEV Promotion and Application (the 4th batch) in early December, a centralized shipment in the month helped full-month electric logistics vehicle output hit 31,200 units.

There were a total of 28 orders signed or clear cooperation intentions in 2016, involving 194,000 electric logistics vehicles. Orders or cooperation intentions still present the features of express delivery, big rental orders-driven, and clear regionality. Full-year sales volume of electric logistics vehicles will be around 45,000 units, based on license-plate registration/sales in December.

A rise in sales of electric logistics vehicles may happen in the second quarter of 2017 or later, affected by factors as follows: 1) Local subsidies are still undecided; 2) Carmakers have not fixed the prices and are negotiating with upstream battery/motor companies after the subsidies for 2017 are cut. And it is expected that the electric logistics vehicles will be gradually launched into the market in the second quarter of 2017. Electric logistics vehicles will still be dominated by mini ones, typified by Dongfeng Junfeng and BAIC Weiwang usually with electricity of around 40KWH and a mileage of 150-200km.

Cost sharing among every link of the industry chain will be a crucial factor after subsidy reduction in 2017. Take electric logistics vehicle with electricity of 40KWH for example, central subsidies plus local subsidies dropped by RMB58,500 in 2017 compared with the 2016 level. Reduced subsidies will be absorbed within the industry chain: 1) a decline in the cost of car body because of an expansion in vehicle manufacturing scale; 2) the cost reduction arising from the expansion in production and sales of batteries and motors; 3) an improvement in the level of operation.

It is expected about 100,000 electric logistics vehicles will be sold in 2017. On one hand, the order backlog has extended to 2017; on the other hand, new subsidy policies are relatively friendly to electric logistics vehicles, and retail prices are expected to remain stable or rise in an affordable range.

The electrification of logistics vehicles will continue, from bus to truck, with annual sales reaching an estimated 400,000 units in 2020. 36% and 29% of total sales are the electric logistics vehicles replacing light trucks and minivans which will be the most important replacement markets. The two markets will have a stable customer base composed of van users in the middle and low-end market and logistics enterprises in the high-end market over the next year or two.

China Battery Electric Logistics Vehicle Industry Report, 2017-2020 focuses on the following:

  • Development of new energy vehicles worldwide, including production and sales data in major NEV markets (U.S., Europe, etc.);
  • Development and trend forecast of new energy passenger car, bus, and logistics vehicle industries in China;
  • Battery electric logistics vehicles in China (development prospects, supportive elements, development factors and obstacles);
  • Policies on NEVs and battery electric logistics vehicles in China;
  • Battery electric logistics vehicles in China (output, sales, product mix, vehicle purchasing, operating costs, etc.);
  • Operation, capacity layout, and development strategy of 10 major Chinese battery electric logistics vehicle makers.

Table of Contents

1. Overview of Battery Electric Logistics Vehicle

  • 1.1 Definition and Characteristics
    • 1.1.1 Definition
    • 1.1.2 Classification
    • 1.1.3 Characteristics
    • 1.1.4 Operating Principle
  • 1.2 Target User
  • 1.3 Industry Chain

2. Global and Chinese Electric Vehicle Market

  • 2.1 Global
    • 2.1.1 Overall
    • 2.1.2 U.S.
    • 2.1.3 Europe
    • 2.1.4 Japan
  • 2.2 China
    • 2.2.1 NEV Output
    • 2.2.2 NEV Sales

3. Background of Battery Electric Logistics Vehicle Industry

  • 3.1 Development Direction of NEV
  • 3.2 Supportive Factors
    • 3.2.1 Rapid Development of Express Logistics Industry
    • 3.2.2 Urban Pollution and Traffic Pressure
    • 3.2.3 State Subsidies
  • 3.3 Reasons for Rapid Development
    • 3.3.1 Changes in Terminal Logistics Services
    • 3.3.2 Urban Distribution Industry Pilot
    • 3.3.3 Light Logistics and Home Delivery as the Largest Market
    • 3.3.4 Timeshare Leasing
  • 3.4 Obstacles to Rapid Development

4. Policies on Battery Electric Logistics Vehicle

  • 4.1 Policies on Battery Electric Logistics Vehicle
    • 4.1.1 National Policies on NEVs
    • 4.1.2 National Policy System for Battery Electric Logistics Vehicle
    • 4.1.3 Regional Policies and Development Planning
  • 4.2 Catalogue of Models Exempt from Purchase Tax

5. Battery Electric Logistics Vehicle Industry in China

  • 5.1 Output
  • 5.2 Sales
  • 5.3 Product
  • 5.4 Costs

6. Battery Electric Logistics Vehicle Makers

  • 6.1 Dongfeng Motor Corporation
    • 6.1.1 Profile
    • 6.1.2 Battery Electric Logistics Vehicle Models
    • 6.1.3 Battery Electric Logistics Vehicle Output
    • 6.1.4 Capacity Layout
    • 6.1.5 Revenue
  • 6.2 Chongqing Ruichi Automobile Industry Co., Ltd.
    • 6.2.1 Profile
    • 6.2.2 Battery Electric Logistics Vehicle Solutions
    • 6.2.3 Battery Electric Logistics Vehicle Models
    • 6.2.4 Battery Electric Logistics Vehicle Output
    • 6.2.5 Capacity Layout
  • 6.3 Shaanxi Tongjia Automobile Co., Ltd.
    • 6.3.1 Profile
    • 6.3.2 Battery Electric Logistics Vehicle Solutions
    • 6.3.3 Battery Electric Logistics Vehicle Models
    • 6.3.4 Battery Electric Logistics Vehicle Output
    • 6.3.5 Capacity Layout
  • 6.4 Chongqing Lifan Motors Co., Ltd.
    • 6.4.1 Profile
    • 6.4.2 Battery Electric Logistics Vehicle Models
    • 6.4.3 Battery Electric Logistics Vehicle Output
    • 6.4.4 Capacity Layout
  • 6.5 Jiangsu AOXIN New Energy Automobile Co., Ltd.
    • 6.5.1 Profile
    • 6.5.2 Battery Electric Logistics Vehicle Models
    • 6.5.3 Battery Electric Logistics Vehicle Output & Sales
    • 6.5.4 Capacity Layout
    • 6.5.5 Revenue
  • 6.6 Guohong Auto Group Co., Ltd.
    • 6.6.1 Profile
    • 6.6.2 Battery Electric Logistics Vehicle Models
    • 6.6.3 Battery Electric Logistics Vehicle Output
    • 6.6.4 Capacity Layout
  • 6.7 BAIC Motor Corp Ltd
    • 6.7.1 Profile
    • 6.7.2 Revenue
    • 6.7.3 Battery Electric Logistics Vehicle Models
    • 6.7.4 Battery Electric Logistics Vehicle Output
    • 6.7.5 Capacity Layout
  • 6.8 Fujian New Longma Auto Co., Ltd.
    • 6.8.1 Profile
    • 6.8.2 Battery Electric Logistics Vehicle Models
    • 6.8.3 Battery Electric Logistics Vehicle Output
    • 6.8.4 Capacity Layout
  • 6.9 Wuhu Bodge Automobile Co., Ltd.
    • 6.9.1 Profile
    • 6.9.2 Battery Electric Logistics Vehicle Models
    • 6.9.3 Battery Electric Logistics Vehicle Output
    • 6.9.4 Capacity Layout
  • 6.10 Tianjin Qingyuan Electric Vehicle Co., Ltd.
    • 6.10.1 Profile
    • 6.10.2 Battery Electric Logistics Vehicle Models
    • 6.10.3 Battery Electric Logistics Vehicle Output

Selected Charts

  • Battery Electric Logistics Vehicles with Independent Cargo Hold
  • Battery Electric Logistics Vehicles with Non-independent Cargo Hold
  • Principles of Ordinary DC Electric Logistics Vehicle Drive System
  • Principles of Variable Frequency Electric Logistics Vehicle Drive System
  • Upstream Sectors of Battery Electric Logistics Vehicle Industry
  • Downstream Sectors of Battery Electric Logistics Vehicle Industry
  • Global Electric Passenger Car Sales Volume (by Country or Region), 2013-2016H1
  • Progress in International Battery Electric Passenger Car Marketization
  • Monthly Sales Volume of Global New Energy Vehicles (EV&PHEV), 2014-2016
  • Ranking of Global New Energy Vehicle Enterprises by Sales Volume, Jan-Sep 2016
  • Sales Volume of Global Electric Passenger Cars (EV&PHEV), 2011-2020E
  • Monthly Sales Volume of Electric Vehicles in USA, 2014-2016
  • Monthly Sales Volume of Electric Vehicles in Europe, 2014-2016
  • Sales Volume of Electric Vehicles in Japan (by Model), 2013-2016
  • Output and Sales Volume of Electric Vehicles in China, 2010-2016H1
  • Monthly Output of Electric Passenger Cars in China, 2015-2016
  • Monthly Output of Electric Vehicles (Special Vehicles and Commercial Vehicles) in China, 2015-2016
  • China's Electric Bus Output, 2015-2016
  • China's Battery Electric Truck Output, 2015-2016
  • Output of China's Battery Electric Passenger Car Makers, 2016
  • Sales Volume of China's Electric Passenger Cars (EV&PHEV), 2015-Oct 2016
  • Ranking of China's New Energy Passenger Car Sales Volume (by Model), Jan-Oct 2016
  • Sales Volume and Market Share of China's New Energy Passenger Car (EV, PHEV) Enterprises, Jan-Oct 2016
  • Output Comparison between New Energy Vehicles, Battery Electric Vehicles and Battery Electric Commercial Vehicles
  • Chinese Express Delivery Revenue As a Percentage of Postal Revenue, 2008-2015
  • Workload and YoY Change of Chinese Express Delivery Companies, 2007-2016
  • Revenue of Chinese Express Delivery Companies (by Business), 2014-2016
  • Daily Cumulative Distance of Urban Logistics Enterprises
  • Mileage of Electric Logistics Vehicle Models in Ninth Duty-free Catalog
  • Comparison between Electric Logistics Vehicles and Traditional Logistics Vehicles in Urban Logistics Applications
  • Ranking of Provinces by PM2.5, 2016H1
  • Progress of Vehicle Models of Some Electric Logistics Vehicle Leasing Companies
  • Three Modes for Purchase and Use of Electric Logistics Vehicles by Individuals or Enterprises Whose Application for Local Subsidies Is Limited
  • Cost Comparison between Rented Electric Logistics Vehicles and Purchased Fuel Logistics Vehicles (Taking DSTZC as an example)
  • Typical Operating Models of Electric Logistics Vehicle Leasing
  • Process of Electric Logistics Vehicle Short and Long-term Leasing
  • Typical Types and Prices of Electric Logistics Vehicles Leasing
  • Profitability of Different Leasing Modes
  • Newly-released Subsidy Standards for New Energy Passenger Car
  • Mileage of 275 Battery Electric Passenger Car Models in the 1st to 9th Batches Exempt from Purchase Tax
  • Newly-released Subsidy Standards for New Energy Truck
  • Newly-released Subsidy Standards for New Energy Bus
  • Newly-released Technical Requirements on New Energy Passenger Car
  • Energy Density of 275 Types of Battery Electric Passenger Car-use Battery Systems
  • Power Consumption per 100 km of 275 Battery Electric Passenger Car Models
  • Energy Density of 1,057 Types of Battery Electric Battery Electric Trucks and Automotive Battery Systems from First to Ninth Duty-free Catalog
  • Newly-released Technical Requirements on New Energy Bus
  • Mileage of 2,148 Battery Electric Bus Models
  • Energy Density of 2,148 Battery Electric Bus Models (wh/kg)
  • List of First Batch of New Energy Vehicle Promoters (Cities or Regions)
  • List of Second Batch of New Energy Vehicle Promoters (Cities or Regions)
  • China's New Energy Vehicle Promotion Plan in Demonstration Cities, 2014-2015
  • Central Policies Motivating the Development of Electric Logistics
  • Requirements on Energy Consumption of Special Vehicle and Trucks When Filing for New Promotion Catalog
  • Battery / Vehicle Weight Ratio of Electric Logistics Vehicles from First to Eighth Duty-free Catalog
  • Number of Electric Logistics Vehicle Models with the Ton-100 km Power Consumption of below 11kWh in Duty-free Catalog
  • Latest New Energy Truck / Special Vehicle Progressive and Cumulative Subsidy Program
  • Current Local Subsidies, Promotions or Other Policies for Electric Logistics Vehicles
  • Number of Battery Electric Logistics Vehicles Exempt from Purchase Tax by MIIT, 2015-2016
  • Number of Vehicle Models Produced by Some Companies in Ninth Duty-free Catalog
  • Number of Models of Battery Electric Logistics Vehicles Enterprises Exempt from Purchase Tax by MIIT, 2015
  • Average Mileage of Battery Electric Logistics Vehicles Enterprises Exempt from Purchase Tax by MIIT, 2016
  • Output of New Energy Logistics Vehicles, 2013-2016
  • Major Orders in Battery Electric Logistics Vehicle Market, 2016
  • Sales Volume of New Energy Logistics Vehicles, 2013-2020E
  • Permeability of New Energy Logistics Vehicles, 2014-2020E
  • Monthly Output of Top 20 New Energy Logistics Vehicle Brands, 2015
  • Monthly Output of Top 20 New Energy Logistics Vehicle Brands, 2016
  • Output of Top 20 New Energy Logistics Vehicles Brands, 2015
  • Output of Top 20 New Energy Logistics Vehicles Brands, 2016
  • Market Share of Major Chinese Battery Electric Logistics Vehicle Makers, 2015
  • Market Share of Major Chinese Battery Electric Logistics Vehicle Enterprises, 2016
  • Output of Top 20 New Energy Logistics Vehicle Models, 2015
  • Output of Top 20 New Energy Logistics Vehicle Models, 2016
  • Top Ten Automobile Companies by Sales Volume of Special-purpose Electric Vehicles, 2015
  • Top Ten Automobile Companies by Sales Volume of Special-purpose Electric Vehicles, Jan-Nov 2016
  • Best-selling Electric Logistics Products of Chinese Automakers
  • Battery and Motor Suppliers of Chinese Electric Logistics Vehicle Enterprises
  • Electric Logistics Vehicle Launch Plans of Some Vehicle Makers, 2016
  • Cost Comparison between Electric Logistics Vehicles and Traditional Logistics Vehicles
  • Key Assumptions for Cost Estimation of Electric Logistics Vehicles and Traditional Logistics Vehicles
  • EQ5020XXYLBEV Battery Electric Logistics Vehicles of Dongfeng Motor
  • Technical Parameters of Dongfeng's EQ5020XXYLBEV Battery Electric Logistics Vehicle
  • Technical Parameters of Dongfeng's Other Light Battery Electric Logistics Vehicles
  • Technical Parameters of Dongfeng's Medium and Large-sized Battery Electric Logistics Vehicles
  • Output of Dongfeng Motor's Battery Electric Logistics Vehicles, 2016
  • Output of Dongfeng Motor's Battery Electric Logistics Vehicles (by Model), 2016
  • Orders for Dongfeng Motor's Battery Electric Logistics Vehicles, 2015-2016
  • Revenue, Net Income and Gross Margin of Dongfeng Motor, 2008-2016H1
  • Revenue of Dongfeng Motor (by Product), 2009-2016H1
  • Gross Margin of Dongfeng Motor (by Product), 2009-2016H1
  • Revenue of Dongfeng Motor (by Region), 2009-2015H1
  • Intelligent IOT System of Chongqing Ruichi
  • Battery Electric Logistics Vehicle Models of Chongqing Ruichi
  • Technical Parameters of Chongqing Ruichi's Battery Electric Logistics Vehicle Models
  • Monthly Output of Chongqing Ruichi's Battery Electric Logistics Vehicles, 2015
  • Monthly Output of Chongqing Ruichi's Battery Electric Logistics Vehicles, 2016
  • Output of Chongqing Ruichi's Battery Electric Logistics Vehicles (by Model), 2015
  • Output of Chongqing Ruichi's Battery Electric Logistics Vehicles (by Model), 2016
  • Wellhead (Jingkou) Bases of Chongqing Ruichi
  • Electric Cattle No.1 of Shaanxi Tongjia
  • Electric Cattle No.2 of Shaanxi Tongjia
  • Technical Parameters of Shaanxi Tongjia's Electric Cattle No.2
  • Technical Parameters of Shaanxi Tongjia's Electric Cattle No.1
  • Monthly Output of Shaanxi Tongjia's Electric Logistics Vehicles, 2016
  • Output of Shaanxi Tongjia's Battery Electric Logistics Vehicles (by Model), 2016
  • Technical Parameters of Chongqing Lifan's Battery Electric Logistics Vehicles
  • Monthly Output of Chongqing Lifan's Battery Electric Logistics Vehicles, 2015
  • JAX5020XLCBEVF216LB15M2X1Battery Electric Refrigerated Trucks
  • Technical Parameters of JAX5020XLCBEVF216LB15M2X1Battery Electric Refrigerated Trucks
  • JAX5021XXYBEVF216LB15M2X1 Battery Electric Vans
  • JAX5021XXYBEVF216LB15M2X2 Battery Electric Vans
  • Technical Parameters of JAX5020CPYBEV Series Battery Electric Vans
  • JAX5024XLCBEVF266LB15M2X1Battery Electric Refrigerated Trucks
  • Technical Parameters of JAX5024XLCBEVF266LB15M2X1Battery Electric Refrigerated Trucks
  • JAX5024XXYBEVF216LB15M2X1 Battery Electric Vans
  • Technical Parameters of JAX5024XXYBEVF216LB15M2X1 Battery Electric Refrigerated Trucks
  • JAX5025XXYBEV Series Battery Electric Vans
  • Technical Parameters of JAX5025XXYBEV Series Battery Electric Vans
  • JAX5044XXYBEVF230LB70M2X2 Battery Electric Vans
  • Technical Parameters of JAX5044XXYBEVF230LB70M2X2 Battery Electric Vans
  • Marketing of Jiangsu Aoxin's Special Purpose Vehicles
  • Output of Jiangsu Aoxin's Battery Electric Logistics Vehicles (by Model), 2016
  • Product Solutions of Jiangsu Aoxin's 20,000/a Carbon Fiber Lightweight Battery Electric Passenger Car Construction Project
  • Technical Parameters of Guohong's HFT5040XXYBEV Battery Electric Logistics Vehicle
  • Output of Guohong's Battery Electric Logistics Vehicles, 2015
  • Output of Guohong's Battery Electric Logistics Vehicles, 2016
  • BAIC Motor's Revenue, Net Income and Gross Margin, 2013-2016H1
  • BAIC Motor's Revenue (by Business), 2013-2016H1
  • BAIC Motor's Gross Margin (by Business), 2013-2016H1
  • Technical Parameters of BAIC Motor's Battery Electric Logistics Vehicles, 2016
  • Output of BAIC Motor's Battery Electric Logistics Vehicles, 2015
  • Technical Parameters of New Longma's Battery Electric Logistics Vehicles
  • Output of New Longma's Battery Electric Logistics Vehicles, 2015
  • Technical Parameters of Wuhu Bodge's Battery Electric Logistics Vehicles
  • Output of Wuhu Bodge's Battery Electric Logistics Vehicles, 2015
  • Output of Wuhu Bodge's Battery Electric Logistics Vehicles (by Model), 2016
  • Technical Parameters of Tianjin Qingyuan's QY5021XYZBEVEL Battery Electric Postal Vehicles
  • Technical Parameters of Tianjin Qingyuan's QY5021XXYBEVYL Battery Electric Vans
  • Output of Tianjin Qingyuan's Battery Electric Logistics Vehicles, 2015
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