The high-end blue ocean market is at the beginning of 2015. The dust of the joint venture between Dongfeng and Volvo has occupied the absolute important position of commercial vehicle news. The reason why it has attracted much attention is not only the identity of the giants but also the road of joint venture. The long and difficult, and more because this "marriage" is a key step for the self-owned brand truck enterprises to truly move toward high-end, or will set off a wave of high-end trucks. Outdoor Umbrella,White Garden Parasol,Arc Canopy Umbrella,Macrame Patio Umbrella Heshan City Anyi External Supplies Co., Ltd. , https://www.hs-anyi.com
Therefore, following the pace of the big brother, Jiangling also accelerated the high-end layout. In the newly disclosed "Investor Relations Activity Record Form", Jiangling said that the company's most important investment in 2016 will occur in heavy truck projects. Jiangling Heavy Duty Truck Co., Ltd. plans to sign the "Technical License Contract for JMC Heavy Duty Truck J19 Heavy Truck Project" with Ford Motor Company, Ford Global Technology Company and Ford Otto Sang Company.
In this regard, Jiangling Motors believes that high-end heavy trucks are a market that commercial vehicle companies cannot avoid.
And this is back to the original intention of Volvo's marriage. Many people think that Volvo Dongfeng's joint venture, with the identity of Volvo, seems to be a bit of a compromise, but Volvo's reason for the perfection, in fact, is to look at the high-end of China's commercial vehicles this blue ocean.
Volvo believes that the future market demand in China will be the sum of demand from Japan, South Korea and Southeast Asian countries, and it is expected to become the second largest commercial vehicle market after the United States.
Such a broad market seems to be a little powerless for autonomous car companies that have been targeting low-end and mid-range products.
An emission upgrade in 2014 has already caused the entire industry to encounter Waterloo, and then, the emission upgrade will only be more stringent, and the technology upgrade path of truck companies can't be avoided. How to achieve environmental protection and efficiency, become a truck enterprise Have to go through the subject of breakthrough.
Especially in 2015, with the country's increased investment in infrastructure and transportation, and the construction of the “Belt and Roadâ€, truck companies are welcoming a rare opportunity for recovery. For this reason, companies are also planning for countermeasures.
But the opportunity is accompanied by challenges.
Such an international logistics transportation network involves many countries and regions, and the logistics and transportation mileage is longer. Therefore, the reliability and environmental protection requirements of the vehicles are higher, and the self-owned brand trucks are directly poked.
Product upgrades are waiting.
In addition, in 2015, it can be seen from the price adjustment of SF Express that the pursuit of efficiency and efficiency by logistics companies is getting higher and higher. According to Xu Yong, chief consultant of China Express Logistics Consulting Network, last year, the freight rates delivered by many express delivery companies to e-commerce dropped even 10% to 20%. About 90% of this area is in a low profit, 10% loss, and the loss is in the face. Increase.
Therefore, next, there will be a wide range of efficiency measures in the field of logistics, then the requirements for trucks will inevitably increase.
Looking at the current status of logistics companies' purchases last year, it is not difficult to find that more first-class logistics companies and e-commerce companies tend to choose high-end multinational brands.
Faced with this situation, high-end has become a choice that truck companies can no longer avoid.
Electrification is also a way out. The world is trying to correspond to high-end, and it is also due to energy conservation and cost reduction. Truck electricization has become an important way for enterprises to become high-end.
According to the Australian car channel January 29 news, the latest report of the survey company Navigant Research shows that before 2023, the annual sales of electric trucks and buses worldwide will increase from 16,000 in 2014 to nearly 160,000. The country with the highest penetration rate is expected to be Japan, which is expected to reach 21.2% by 2023.
However, at present, in terms of self-owned brands, in the development of new energy, it is mainly concentrated in the field of passenger cars and buses. There is not much investment in truck electrification. Although some companies have invested, the mass-produced truck products are Rarely, of course, foreign electric trucks are also in the exploration stage. Such bottlenecks stem from technical know-how. Huge batteries need to store and provide enough energy to drive heavy vehicles, which poses significant challenges for current battery development levels.
But looking at international automakers, the investment in electrification is much higher than that of autonomous automakers. The road to electrification, which might have stood on the same starting line, may have to lag behind others.
At this point, truck companies should learn BYD, take the courage of transformation, and walk out on their own path in new energy.