In green logistics, the market demand for new energy vehicles shows a rapid growth trend. The following is a summary based on the latest market analysis:
1. **Market growth trend**
In recent years, the new energy logistics vehicle market has maintained rapid growth. In 2024, the sales of new energy urban logistics vehicles will reach 280,000 units, a year-on-year increase of 27.5%, and the market penetration rate will increase from 32.9% in 2023 to 42.5%. It is expected that by 2025, the sales of new energy logistics vehicles will exceed 600,000 units, and the market penetration rate will exceed 15%, marking the market entering a period of rapid growth.
2. **Regional market demand**
The market demand for new energy logistics vehicles varies in different regions. In 2024, Guangdong Province ranked first in the country with a sales volume of 90,000 vehicles, and the new energy penetration rate increased to 63.8%; Zhejiang and Jiangsu followed closely, with penetration rates of 47.4% and 40.7% respectively. In addition, the penetration rate of new energy in the northwest and northeast regions has generally increased, showing the wide application prospects of new energy logistics vehicles across the country.
3. **Demand in sub-sectors**
- **Urban distribution**: Urban distribution is the main application scenario of new energy logistics vehicles, accounting for about 70%.
- **Cold chain logistics**: As the fastest growing sub-sector, the demand for new energy logistics vehicles in cold chain logistics has grown rapidly, with an annual growth rate of 45%.
- **Express logistics**: The rapid development of the e-commerce industry has driven the demand for new energy vehicles in express logistics, especially in urban distribution and short-distance transportation.
4. **Technology and cost advantages**
- **Endurance and cost**: The advancement of battery technology has continuously improved the endurance of new energy logistics vehicles, and the endurance of some models has exceeded 300 kilometers. At the same time, the life cycle cost of new energy logistics vehicles is 30%-40% lower than that of traditional fuel vehicles, mainly due to electricity savings and reduced maintenance costs.
- **Intelligent development**: More than 60% of new models are equipped with intelligent path planning and cargo tracking systems, which improves logistics efficiency.
5. **Export market potential**
The export market potential of new energy logistics vehicles is huge. Since 2024, many domestic OEMs have exported new energy vehicles to Thailand, Germany, Japan and other countries. With technological progress and cost reduction, the competitiveness of new energy logistics vehicles in the global market will be further enhanced.
6. **Policy support and challenges**
- **Policy support**: The national and local governments promote the popularization of new energy logistics vehicles through policies such as vehicle purchase subsidies, tax incentives, and road rights liberalization. For example, some provinces and cities require that by 2025, new or updated logistics vehicles in the public sector will basically achieve new energy.
- **Challenges**: Despite the broad market prospects, new energy logistics vehicles still face problems such as insufficient charging facilities, immature maintenance systems, and high insurance costs.
7. **Future trends**
- **Electrification and intelligent integration**: In the future, new energy logistics vehicles will pay more attention to the integrated development of electrification and intelligence, and further improve logistics efficiency through autonomous driving, intelligent scheduling and remote management technologies.
- **Market segmentation and diversification**: With the rapid development of cold chain logistics, e-commerce logistics and other fields, the new energy logistics vehicle market will be further segmented to meet diversified needs.
In summary, the market demand for new energy logistics vehicles in green logistics continues to grow. Technological progress and policy support provide strong impetus for their development, but at the same time they also need to cope with challenges in infrastructure and cost.