On July 27, 2023, a leading domestic fund visited Hunan Sany Group to discuss industrial development and innovation in the field of new energy. Huansheng Electric Power, an investee company of a leading domestic fund, accompanied the visit and discussion. Further focusing on the field of new energy heavy trucks, all parties conducted useful interactive exchanges on the high-quality development of domestic new energy heavy trucks.

meeting venue

Liang Linhe, director of Sany Group and chairman of Sany Heavy Truck, delivered a welcome speech and made a wonderful speech

Domestic leading fund partner-Liu Xing gave a wonderful speech

Yao Gang, founder and CEO of Shanghai Huansheng Electric Power, attended the meeting

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In the context of the national "dual carbon" strategy, with carbon peaking in 2030 and becoming carbon neutral in 2060, a new round of technological innovation and energy innovation is driving the heavy truck industry to accelerate change. Sany Heavy Truck relies on the industry's leading R&D and manufacturing capabilities to develop new energy heavy trucks. Huansheng Power relies on its strong R&D system to provide systematic solutions and advanced equipment for the commercial vehicle industry, including integrated V2G DC charging piles, DC conversion devices DCDC, energy storage converter devices PCS, active filters APF, Static reactive power compensation SVG, etc.

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With increasing environmental awareness and concerns about climate change, new energy heavy trucks have become an important solution to reduce emissions and reduce dependence on fossil fuels. New energy heavy trucks have become an important incremental market in the heavy truck field in the past two years. The clarion call for technological innovation and industrial innovation in the heavy truck field has been sounded. New energy heavy trucks will continue to develop with a strong and positive momentum in the future.

Sany Heavy Truck: Founded in May 2018, Sany Heavy Truck is a pioneer in the digital and intelligent transformation of Sany Group. Ranked sixth in the road-body tractor industry in 2020, it has become the fastest new brand in the past decade to surpass 20,000 units. factory. In 2022, Sany Heavy Truck officially launched the Zhilian Heavy Truck Industrial Park with an investment of over 22 billion yuan. This is a park completely built by Sany based on digital and intelligent technology. It is committed to building a nationally important advanced manufacturing highland and a first-class model of "intelligent manufacturing". It is expected to have an output value of over 150 billion yuan and a radiation output value of over 600 billion yuan. .

Sany’s record-breaking performance continues to top the list

In June 2023, there were 8 companies in the new energy heavy truck market with sales of more than 100 vehicles, one more than in May. Judging from the number of companies selling more than 100 vehicles per month, the new energy heavy truck market is undoubtedly "booming" in June.

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Sany continues to top the monthly sales list of new energy heavy trucks with a performance of 700 units. Sany has achieved "four consecutive championships" in the new energy heavy truck market this year. The sales volume of 700 units has also set a new record for Sany new energy heavy trucks in a single month this year. sales volume.

New energy heavy truck company sales table from January to June 2023 (unit: vehicles)

As can be seen from the above table, from January to June this year, the new energy heavy truck market accumulated sales of 11,500 units, a cumulative increase of 14% year-on-year. The cumulative growth rate expanded slightly compared with that after May (the cumulative growth after May was 13%). Sany Group achieves rapid growth and leads the market!

In terms of market share, from January to June 2023, Sany New Energy heavy trucks sold 2,532 units, ranking first in the industry, with a cumulative share of 21.99%. It is the only company with cumulative sales of more than 2,000 units, an increase of 8.11% from the same period last year. percentage points. It is worth mentioning that about 70% of Sany’s cumulative sales of 2,532 vehicles were completed in the past three months, and the momentum is very strong.

At present, Sai* Electric Power has accelerated its overcharging layout in mines, ports, parks, etc. to meet the multi-level and multi-scenario energy replenishment needs of new energy commercial vehicles.

For example: Mine scene

The new energy application scenario for domestic heavy truck charging has been successfully created in the mine of Sichuan Jingzhihua Iron and Steel Plant. Dual*300kW full load charging can meet the charging requirement of 4 vehicles at the same time. The 423kWh heavy truck can be fully charged in about 1 hour and 10 minutes, while the 282kWh heavy truck can only be fully charged. It takes about 40 minutes to fully charge. (The remaining SOC is 20%-25%)

Based on the new energy heavy truck charging application scenario, Huansheng Power has profound technical accumulation and R&D accumulation in the field of new energy heavy truck charging, and uses its strong scientific and technological innovation capabilities to design and develop products with more customer value. Based on this, Sany Heavy-duty trucks can not only achieve industry leadership in safety, reliability, energy saving and other aspects, but also the vehicle's endurance will be greatly improved. Under the same working conditions and the same power supply, the driving range will be more than 10% longer than that of similar products. At the same time, the use of Huansheng Electric's overcharging technology has surpassed the new limit of traditional diesel heavy truck power industry!

Traditional diesel heavy trucks refer to heavy-duty freight vehicles that use traditional fuel (diesel) as a power source, while new energy heavy trucks refer to heavy-duty freight vehicles that use new energy sources (such as electricity, gas energy, etc.) as a power source. Their main differences include the following several aspects:

1. Power source: Traditional diesel heavy trucks use diesel engines as power sources, while new energy heavy trucks use batteries, fuel cells or other renewable energy sources as power sources.

2. Environmental protection: The exhaust emissions of traditional diesel heavy trucks will produce certain pollutants, such as carbon dioxide and nitrogen oxides. New energy heavy trucks use clean energy, such as electricity or hydrogen, which can reduce emissions of tail gas pollutants and are more environmentally friendly.

3. Energy efficiency: New energy heavy trucks usually have higher energy utilization efficiency, especially pure electric heavy trucks, whose electric motors are more energy efficient than traditional diesel engines. This means that new energy heavy trucks can use energy more efficiently and reduce energy consumption.

  4. Cruising range: Traditional diesel heavy trucks can travel a long distance after being filled with fuel, while new energy heavy trucks generally have cruising range limitations, especially electric heavy trucks. This may require more frequent charging or refueling.

5. Cost: Traditional diesel heavy trucks are generally cheaper to purchase and maintain, while new energy heavy trucks may have higher costs in the early stages of purchase. However, in the long term, the operating costs of new energy heavy trucks may be lower because new energy sources can enjoy government subsidies or reduce energy consumption in certain areas.

The specific comparison between traditional diesel heavy trucks and new energy heavy trucks is as follows:

In the process of changing from policy orientation to market and technology orientation, new energy heavy trucks need to be closer to user usage scenarios, accurately grasp market demand, and create more valuable solutions with technological innovation in order to achieve further development.

At the same time, there are opportunities to share resources in the field of new energy heavy truck battery replacement, jointly carry out innovative development and application of new materials, new systems, and new technologies, jointly create standardized new energy heavy truck application scenarios, and work together to promote the rapid and steady development of new energy heavy trucks!

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