Recently, when communicating with some truck dealers, the reporter found that in the face of the deadline of the National IV, consumers are not very enthusiastic about the purchase of the National IV diesel vehicles. Instead, they favor the LNG trucks. Especially in some areas where LNG refueling facilities are complete, dealers have responded that National IV vehicles are not competitive with LNG vehicles. Why is this? What is the current LNG truck market situation?
LNG truck sales are rising. “Customers are also calculating economic accounts. The purchase cost of LNG vehicles is only about 50,000 yuan more than that of national IV vehicles. Once the operating cost is considered from the perspective of the whole life cycle, the layout of LNG filling stations is better. In the region, users prefer LNG models.†Market personnel in the Henan area of ​​Jiefang Truck said that especially for third-line logistics companies, their cost considerations are more cost-effective.
Faced with the reporter's question about the sales of the National IV model, a heavy truck dealer in Zhangjiakou said directly that the sales of their National IV models are very low, and the users either insist on purchasing the National III model, or simply take the step in place and choose the refueling vehicle.
In fact, the current truck users are mainly following the market changes in the choice of models. Despite the natural gas price reform, some people are worried that the price advantage of LNG vehicles will decline. However, with the increase in LNG production capacity and the increase in imports, since the beginning of 2014, there has been a clear oversupply in the LNG market. From April to July, prices have remained low. Awkwardly, the difference between the gas price and the oil price has increased, which has contributed to the continuous increase in sales of LNG vehicles.
According to an industry insider of Dongfeng Commercial Vehicle, more than 40% of coal trucks are changing to LNG vehicles. Perhaps it is related to the low price of gas. In August and September of this year, there was an explosive growth in LNG car sales that surprised them. According to relevant statistics, Shaanxi Automobile Heavy Truck, FAW Qingdao, Heavy Duty Truck Zika, Beiben, Auman sold more than 23,000 LNG vehicles from January to September, including 10,000 units in Shaanxi Automobile and 6,000 units in Qingdao. Three thousand heavy trucks.
This sales climax obviously made everyone somewhat surprised. It also caused some enterprises to pay attention to the lack of technical reserves, product development failed to keep up with market demand, and did not catch up with this wave of sales peaks.
According to the reporter of the National IV car, in the eyes of many insiders, the National IV car has actually become a "cooked rice." Why is there such a saying?
This is also to talk about the technical reform of the National IV car.
The National IV car adopts the SCR technology route. It is necessary to continuously add urea. Not only the purchase cost is increased, but also the maintenance cost and the use cost are increased. The dealers and users are more resistant to this. Although the LNG car is higher than the national IV diesel car in the initial purchase cost, the fuel cost and subsequent maintenance cost are obviously more advantageous.
In addition, there is a more important reason. With the strengthening of environmental protection in the country, the national IV emission standards may only be maintained for a short period of time, and they must face higher emission standards. For the user, will it have to face new replacement options?
LNG cars completely avoid such concerns. LNG itself is a clean energy source, and even if it is not treated, it can reach the national IV standard by direct combustion in the air.
Users are more inclined to take a step.
LNG vehicles may be counter-attacked Although some people predict that the price change of natural gas will inevitably push up the gas price, the downward trend of natural gas prices will be relatively large, and LNG vehicles will be affected, but most people in the industry still prefer LNG vehicles as a good alternative. Especially with the increase of LNG production capacity and import volume, the price advantage of natural gas in the short period of time is still unshakable, and the price of gas should be maintained for a long time relative to the price of oil.
In addition, in 2014, the layout of LNG was regarded as a key profit growth point by many gas companies, and it did not hesitate to invest heavily, risking low operational efficiency or even losing money, and rushing to arrange LNG filling stations. Especially with the liberalization of LNG field access, three barrels of oil and major private enterprises have stepped up their efforts in the field of LNG filling stations. According to relevant plans, by 2020, the national natural gas refueling station will reach 12,000.
It is understood that the four major domestic gas companies have made progress in the implementation of vehicle LNG refueling. China Gas plans to build 1,000 vehicles and gas refueling stations within three years. Xinao Energy has completed and operated 28 LNG refueling stations in the first half of this year. It plans to build 60 LNG refueling stations throughout the year. China Resources Gas and Hong Kong and China Gas are also in operation. Pull the net layout.
According to the reporter's understanding, in response to customer demand, some gas companies have set up LNG filling stations based on the directional lines of large-scale logistics and transportation teams to solve the worries of customers. This series of measures is also continually generating market demand for LNG vehicles.
Perhaps, in the era of China IV, LNG cars can really achieve counterattacks.