Commercial vehicle companies "drink" natural gas for the winter

The commercial vehicle industry, which is facing a sluggish demand for terminals, continues to decline. Various types of commercial vehicle companies are trying to use the natural gas vehicles as a breakthrough to “winter”.

During the period from January to September this year, sales of the heavy-duty truck industry fell by 30.91% year-on-year. Sales of Shaanxi Auto, which entered the natural gas heavy truck sector seven years ago, fell 1.8% year-on-year in September, which was better than the industry average. The market holds 65%. At the 2012 China International Commercial Vehicles Show, Beiqi Foton and FAW Jiefang exhibited their respective natural gas heavy trucks. Beiben heavy trucks, China National Heavy Duty Truck, United trucks, Dongfeng Tianlong, etc. are also adding natural gas vehicles.

In fact, not only heavy trucks, but also upstream and downstream companies around natural gas commercial vehicles are surging.

Power natural gas

Specialist car company China Aerospace Sanjiang Group Corporation (hereinafter referred to as "Sanjiang Group") Minister of Civil Industry Cao Jingwu recently told reporters that in the face of economic downturn and export decline, the company has entered into the heavy engineering equipment sector, targeting alternative imports and foreign high-end markets. In addition, it is also working in the field of natural gas.

In the second half of last year, Sanjiang Group and CNOOC established an R&D center to cooperate in natural gas liquefaction, storage, transportation, development and utilization. Cao Jingwu told reporters that Sanjiang Group has entered the LNG field from almost all directions.

CIMC is also accelerating the layout of the natural gas sector. An insider of CIMC Enric Energy Equipment Co., Ltd. told reporters that CIMC is currently not only doing gas stations and transport vehicles, but is also carrying out gas transformation of diesel vehicles, ships, boilers and drilling. However, the source stated that during the process of “oil to gas”, the government had strict examination procedures for changing vehicle fuels, and the original car had a lot of inconveniences in changing procedures. The local vehicle management department often could not agree to change due to lack of authorization from the higher authorities. .

The insider of the Yangtze River passengers told the reporter that the company had previously done more with front-engine CNG buses, but more and more customers are now consulting LNG buses with rear-mounted engines, because CNG and LNG are similar in cost. And LNG is more energy efficient. In the passenger car market, with the exception of the Yangtze River passenger bus, Yutong's natural gas bus has sold more than 3,000 vehicles last year.

A distributor of Shaanxi Auto Heavy Truck Co., Ltd. believes that the policy is only one aspect for overweighted natural gas vehicles. The biggest power lies in economic benefits. A LNG heavy truck equipped with two gas tanks will result in a one-time purchase cost increase of more than 30%, an increase of approximately 100,000 to 120,000; while at the use end, the actual use cost will drop by about 35%. A Shaanxi Automobile 40-ton tractor can save fuel costs of nearly 140,000 yuan a year if it travels 150,000 kilometers annually. It does not need a year to recover the new one-time purchase cost.

Development bottlenecks

Li Guiping, general manager of CIMC Vehicles (Group) Co., Ltd., told reporters that many container shipping companies in Guangzhou are now actively purchasing natural gas trailers from CIMC. "Their transportation radius is relatively small. When they are too long, the filling stations along the way are not enough."

A number of industry sources pointed out to reporters that the “three barrels of oil” in the upstream has been arranging their spheres of influence. In particular, in the area of ​​the most intractable gas stations, PetroChina has already five companies including CIMC and Chatter. Cooperation. However, since there is no network and LNG vehicle ownership is small, gas filling stations have so far not made any money.

According to sources from CIMC Enric, the company has cooperated with CNPC in gas stations in Hubei and Anhui. Currently, 400 mobile gas stations have been put into the market, but there are problems with the inconsistency of standards in the construction of gas stations. “In some areas, such as Shandong, the capacity of gas tanks is set below 20 cubic meters, and some of them reach 40 cubic meters.”

Due to the lack of uniform standards, localized management and local authorities have a different understanding, which makes the approval and acceptance and other links have limited the supporting of LNG infrastructure and the promotion of vehicles.

The above-mentioned CIMC Enric sources believe that the reason why the country has not stipulated the relevant standards uniformly is still in a “wait and see” state, mainly because the natural gas pricing mechanism fails to straighten out and more alternative energy sources. “The state has been watching since not only natural gas prices but also shale gas and coalbed methane. Once these unconventional natural gas extraction technologies have achieved breakthroughs and are used on a large scale, the impact on the price of conventional natural gas is undoubtedly enormous.”

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