Shacman Delong High-Power AMT Light Truck Arrives, Dongfeng Tuyi Postal Customized Off-Road Chassis Stands Out, 2024 Q3 New N-Class Truck Chassis Inventory (Part 2)

This article mainly covers: Heavy-duty new products once again take the lead, while light-duty vehicles are at a disadvantage. The Jiangling E Shunda light truck platform, regional cooperation with Zhonglian Huqiao – Foton Aumark X, and Guizhou Changjiang Qiwei – Kaiyi Lingmi; LCV electric penetration rates hit new highs, with the Jumping Fuxing S dual-cab CNG, Shacman Delong G300 high-power AMT version, and Dongfeng off-road vehicles targeting different markets: DFAC Tuyi postal type and special S3 series dual-cab versions; BYD’s Huai’an base fully operational, Fudi battery network rapidly expanding; “Anhui-made” BSEV batteries: Jianghuai – Xunying, FAW – Huipeng, Dayun – Guoxuan; SAIC Maxus – Shanghai Anchih FCV; SANY Huaqiao light truck BEV sanitation version, Suzhou Golden Dragon – Qianchen iC1 charging version, and BAIC Foton’s self-made three electrics: battery + new electric drive.

Heavy-duty new products once again lead the market, Jiangling E Shunda platform, regional cooperation with Zhonglian Huqiao, Qiwei Automobile

In Q3 of this year, heavy-duty new products (tractors/light trucks) successfully achieved a “triple increase,” gaining an advantage in vehicle manufacturers’ R&D efforts, while light-duty new products fluctuated and fell behind again. Specifically:

• The share of heavy-duty new products was 68.0% – 66.4% – 68.2%, showing a significant rebound compared to the two quarters of the first half of the year, with an increase of over 10%, surpassing a 2/3 market share. Both tractors and heavy trucks exceeded a 30% share, with the latter expanding its leading advantage through product diversity. Weichai Group had 67 models, Dongfeng Group 42 models, and FAW Group 24 models in the top three, with balanced development and a reasonable structure. BAIC Group had 19 models, XCMG 15 models, Beiben 14 models, and Jianghuai 13 models, while Geely Group and Jirui United each had 11 models, reflecting different development focuses among manufacturers.
• The share of medium-duty new products was 8.6% – 6.0% – 7.0%, maintaining a single-digit share pattern and still sustaining a level of over 30 new models each quarter, though slightly inferior to last year. In Q3, Dongfeng Group led with eight models, Weichai Group with seven, while BAIC Group, SANY Group, Qingling, and Hubei Sanhuan had 2-3 models each.
• The share of light-duty new products continuously declined to 23.4% – 27.5% – 24.8%, with an average share in Q3 just exceeding 1/4, totaling 110 models over three months, marking a recent low and a decline of more than half compared to the same period in 2021. It is clear that after the new regulations on overloading, the light-duty truck industry is indeed undergoing product consolidation and optimization. In Q3, Jianghuai Group’s 11 models were the only ones exceeding double digits, followed by Dongfeng Group with nine, and Weichai, Geely, and Jiangling with eight each, marking the top three in new model counts. Eleven other groups released more than one new model, with a focus on blue-plate light trucks and 2-3 ton light trucks. This quarter, Jiangling laid out a 3-ton small truck business, while Guizhou Changjiang “abandoned passengers for cargo” and launched the CHEVOO sub-brand, both significant industry events.

Jiangling Motors strengthened its capability in the 3-4 ton light truck business in Q3 by applying for two new product platforms: “E Fushun” and “E Shunda,” utilizing well-known brand IPs, each with unique features. The former emphasizes a “BEV cabin + pointed small truck” model, highlighting a common platform for passenger and cargo vehicles, as previously introduced; the latter focuses on a product line of “4-ton blue plate light trucks + 3-ton small light trucks,” stressing the product combination of N-class LCVs. Below is a separate introduction to the “E Shunda” series applied for by Jiangling in August:

• This series includes six models of pure electric cargo truck chassis: the 4-ton JX1040TS/GA2BEV and the 3-ton JX1030T/SEA/B2BEV, with a GVW of 4495kg or 3495kg, both available in single-cab and double-cab configurations. The basic vehicle width is uniform at 1880mm, with rear dual-wheel drive, 185 or 6.50-inch tires, and front wheelbases of 1495mm or 1480mm for the 4-ton and 3-ton models, respectively, with rear wheelbases both at 1470mm, showing slight adjustments to the chassis structure based on total weight.
• The series offers a wheelbase of 3360mm or 3100mm, optional eight-spring suspensions, and is equipped with Suzhou Times New Energy’s 63.75-degree or CATL’s 49.45-degree LFP batteries. The 4-ton model uses Suzhou Inovance’s 105kW electric drive system, while the 3-ton model uses FSA Green Energy or Bosch Wuxi’s 90kW electric drive system, with ranges of 300 kilometers for both models.
• The series adopts a new minimalist exterior design: the front surround consists of four cover pieces, with three large closed outer panels below the windshield. The central size is large, displaying the JMC and Jiangling E Shunda logos. The lower integrated bumper area is enlarged, aligning the seams above the central line of the mask area, with lens-style combination lamps featuring daytime running lights. The main headlights and fog lights are integrated into a single lamp bowl, with a narrow ventilation opening above the license plate area. Optional deflectors can be chosen, featuring “Jiangling Light Truck” or “Jiangling Lexing” branding, with the latter being Jiangling’s latest registered trademark.

Following the rise of passenger vehicles, the range-extended REEV technology route is also starting to penetrate the truck sector, covering small trucks to heavy-duty vehicles and even tractors, warranting sufficient attention from manufacturers.

• In August, Zhonglian Heavy Industry’s Huqiao Banle officially deregistered its passenger vehicle production qualification in its 385th batch of red-headed documents and began laying out N-class general cargo truck chassis in September. In the light truck sector, it partnered with BAIC Foton’s Aumark X series to apply for the HNQ1040RPD28A1 cargo truck chassis with a GVW of 4495kg and a wheelbase of 2.8 meters, featuring single-leaf spring suspension in the front and rear, matched with a Yunnei 2.0L, 122-horsepower diesel engine, with a top speed of 100km/h. Given that BAIC Foton’s similar models are also produced at its Changsha base, and Huqiao’s plant is located about 200 kilometers from there, this chassis can be viewed as a resource integration within Hunan Province.
• After collaborating with Kaiyi Lingmi to apply for the Changjiang No. 9 series new products in May, Guizhou Changjiang rebranded in July under the “Qiwei” label and subsequently applied for three models of pure electric cargo truck chassis (GK1041BB341BEV02/3/4) as well as cargo, box transport, and refrigerated versions in July and September. These three vehicles are equipped with CATL 100.464-degree or 86.554-degree LFP batteries and an axle-bottom layout, all utilizing advanced electric drive solutions, with peak power differing at 120 or 170kW, and rated loading capacities at 1180, 1255, or 1190kg, with ranges of 540/515/465 kilometers. Qiwei’s CHEVOO is a new brand of Guizhou Ruqi New Energy Automobile Co., established in October 2021, as a joint venture with a 51% stake from Guian New Area Industry and 49% from Chery Wanda, currently appearing as a new sub-brand of Guizhou Changjiang. On January 27, this year, it opened its first direct sales store nationwide in Chongqing, while also combining the backgrounds of Guizhou Changjiang and Chery Automobile, marking a deep collaboration that incorporates regional characteristics among manufacturers. Additionally, Guizhou Changjiang plans to officially deregister its passenger vehicle production qualification this October, becoming another enterprise shifting from passenger to cargo vehicles.

LCV Electric Penetration Rates Hit New Highs, Shacman Delong G300 High-Power AMT Version, Dongfeng Off-Road Target Markets Vary

Current New Energy Technology Advances Rapidly in LCV Field: Q3 Records Historical Highs in NEV Penetration Rates for 4-ton Blue Plate Light Trucks and 1-3 Ton Mini Trucks.The NEV penetration rates for 4-ton blue plate light trucks and 1-3 ton mini/micro trucks both set historical highs in Q3, with the landscape of “comprehensive electrification” for urban vehicles gradually taking shape and market acceptance continuously strengthening. The NEV penetration rate for 6-14 ton medium trucks hovers around half, clearly becoming the slowest category in the electrification process of N-class trucks.

• The NEV penetration rate for 4-ton blue plate light trucks in Q3 was 91.7% – 85.2% – 80.0%, with an average monthly share exceeding 80%. BEV models have already reached a ceiling in monthly numbers, HEV new products have appeared for eight consecutive months, and FCV new products were also showcased in the last two months. The average share of diesel-powered vehicles in Q3 was less than 10%, with gas types also cooling down, posing significant challenges for new traditional ICE products.
• The NEV penetration rate for 1-3 ton mini/micro trucks in Q3 was 58.8% – 71.4% – 80.0%, with an average monthly share surpassing 70%. In Q3, NEV continues to be dominated by BEVs, with the share of gasoline/gasoline types gradually shrinking. Occasional appearances of “small light trucks” using compression ignition diesel power reflect some manufacturers’ “cross-border” initiatives.
• The diesel power of 6-14 ton medium trucks also fluctuated significantly but maintained a relatively leading position. BEV and HEV are key development directions for new energy medium trucks, while FCV and gas-type new products have yet to appear.

• SAIC Maxus submitted the SH1043PFCCNSY1 cargo truck chassis for approval in September, featuring a double-row cab and CNG power, which is a rare configuration in blue plate light trucks. This vehicle uses the Yuchai Fuxing S100 series cab, accommodating 2+3 people, with a wheelbase of 3308mm, and offers two sets of leaf spring suspension. CNG tanks are located beneath both sides of the axle, matched with a Wuling Liuji 2.0L, 122-horsepower gas engine, in conjunction with cargo/box transport/warehouse transport versions submitted for approval. Taking the box transport version as an example, the total vehicle box length is 3.17 meters, with a rated load of 1920kg and a load utilization coefficient of 0.99, achieving a maximum speed of 100km/h.
• Shac Commercial submitted the SX1049NP6341 cargo truck chassis in September, powered by the Dongfeng Cummins + Fast AMT powertrain, representing a high-end model in its high-power blue plate light truck lineup. This vehicle adopts the Delong G300 series cab, accommodating 2/3 people, with a wheelbase of 3.36/3.6 meters and offers 21 sets of leaf spring suspension. It is equipped with Dongfeng Cummins 3.0L, 210/200 horsepower or 2.5L, 185/180/165/150 horsepower diesel engines, and a Fast six-speed AMT automatic transmission. It has also been submitted for cargo/box transport/warehouse transport/refrigerated versions, with the box transport version forming a total vehicle box length of 4.15/4.18/4.2 meters, a rated load of 1560/1495kg, and a load utilization coefficient of 0.60, with fuel consumption at 11.0L/100km and a maximum speed of 105km/h. Currently, light truck models using AMT are still in the popularization stage within the urban distribution logistics industry, but they have a good acceptance rate for some relatively high-value products that are not sensitive to price, such as cold chain logistics, special transportation, and even RVs.

In Q3, there were a total of eight 2-series off-road new products, exceeding the 26 models for the entire year of 2023 in just nine months, reflecting a robust growth momentum.

• Dongfeng Motors submitted the EQ2040SJ26DD off-road vehicle chassis and postal vehicle in September, developed specifically for China Post, with substantial applications in rural or plateau and mountainous conditions. This vehicle uses the Tuyi series cab, accommodating 2 people, with a GVW of 4495kg and a wheelbase of 3 meters, offering two sets of leaf spring suspension, rear dual-wheel drive, and 6.50-inch tires, matched with a Chaochai 2.3L, 140 horsepower diesel engine. The total vehicle box length is 4/3.8 meters, with a rated load of 1630/1765kg, and a load utilization coefficient of 0.64/0.72, achieving fuel consumption of 11.3L/100km and a maximum speed of 110km/h.
• Dongfeng Xinjiang submitted the DFV2116NP6DJ off-road vehicle chassis in September, featuring the Dongfeng Special S3 series double-row cab, accommodating 2/3+3 people, with a GVW of 11.4 tons and a wheelbase of 3.4-4.2 meters. It employs front eight-piece and rear ten-piece leaf spring suspension, rear dual-wheel drive, 235/255-sized tires, and is matched with Yuchai 2.5L, 160 horsepower or 2.97L, 180 horsepower diesel engines, achieving a maximum speed of 100km/h. Off-road vehicles with better passability are highly useful for oil clients in desert conditions, and the 2-Cab version, which can carry more personnel, also has practical aspects.

BYD Huai’an Base Fully Operational, Fudi Battery Rapidly Expands, “Anhui-Made” BSEV, Maxus – Shanghai Anchih FCV

A review of the energy storage and electric drive systems for new light/micro trucks in Q3 shows a continually increasing proportion of electrification, with competition for the three electric support systems in LCV becoming increasingly fierce.

• In Q3, there were a total of 80 new BEV light/micro cargo products, including two sets of NCM systems used by micro trucks in addition to the LPF system. The Era series accounted for 38 sets, representing 47.5%, and along with five sets provided to Zhengzhou Shenlan, the overall share exceeded half; Fudi Battery formed seven sets, providing three sets of single units for Weichai New Energy, and Zhongxin Xinhang formed six sets, providing one set each for Anhui Ruilu and Fujian Yidong. Hefei Guoxuan formed six sets, providing two sets of single units for Huzhou Zhixin and Anhui Xunying, while Hubei Yiwei provided four sets (one for self-use, three for external use) — these are also the main participants in LCV power batteries.
• In Q3, BEV + FCV accounted for a total of 87 sets of electric drive systems, with an internal/external support ratio of approximately 5:4. Although internal support continues to lead, external support has attracted more attention. Suzhou Inovance led external support with 13 sets, and Yutong followed with nine sets, while Jingjin, Hand, and Wuxi Bosch are relatively leading in external support. Internal support includes multiple manufacturers like Geely, Foton, and Heavy Truck. Overall, competition in the light/micro electric drive industry is more intense compared to that in medium and heavy-duty segments.

• BYD submitted three models of the T5 series BYD1040A3BEVC1/2/3 pure electric cargo vehicle chassis, as well as the BYD1040A3HEV4C1 and BYD1060A3HEV4C2 plug-in hybrid cargo vehicle chassis, and complete vehicles for cargo, box transport, warehouse transport, refrigerated, or postal versions. The three BEV models are equipped with Wuhan/Fuzhou Fudi single cells and grouped LFP power batteries, with capacities of 131.98 kWh, 82.13/90.14 kWh, or 100.16 kWh, achieving ranges of 710 km, 410/450 km, or 515 km, respectively. The two REEV models match with a Fudi 1.5L, 141-horsepower gasoline engine and Taizhou Fudi single cells, with grouped 55.39 kWh LFP power batteries and a Fudi Changsha 150 kW electric drive system. The former uses the Huai’an BYD 150 kW electric drive system for the first time, while the latter is produced at the Huai’an base, marking the full utilization of BYD’s Huai’an base. In November last year, with the 376th batch of red-headed documents, BYD officially canceled the production qualification of its Nanjing branch and established a non-independent legal entity branch in Huai’an. “Cancel one, add one” is also one of the most effective measures for auto companies to address production capacity issues.
• Zhejiang Feidian partnered with Fudi Battery in August to submit the Feidian Q3 series FD1037BEV pure electric cargo vehicle chassis and complete vehicles for cargo, box transport, and warehouse transport. The vehicle has a GVW of 3195 kg, a pointed cab allowing 2 passengers, a wheelbase of 3.2 meters, front independent and rear 4/5/6-piece leaf spring suspension, and a rear single-tire drive with 185 tires. It is equipped with Chongqing Fudi single cells and a 41.6 kWh LFP power battery, along with the Feidian 60 kW electric drive system. Taking the box transport version as an example, the complete vehicle has a rear compartment length of 3210/3030 mm and a rated load capacity of 1495 kg, achieving a range of 263 km. According to the product database, Fudi Battery has accelerated the expansion of its external partnerships after 2023, broadening the scope of cooperation with vehicle manufacturers beyond just providing battery cells. In 2024, it has already partnered with leading companies like FAW, Dongfeng, and Sinotruk.

In the third quarter, there are a total of six new exchangeable battery light trucks, accounting for 7.6% overall, still in the penetration phase. Six companies are involved this period, including NCM’s Funeng-Daon, LFP’s Guoxuan system, among others. Notably, two battery manufacturers from Anhui are focused on the exchangeable battery business, and Guoxuan has also started providing its own solutions.

• Jianghuai partnered with Anhui Xunying in September to submit the Lingpao EV6 series HFC1045P2SEV1Q exchangeable pure electric cargo vehicle chassis and box transport version. It can accommodate 3 passengers, has a wheelbase of 3365 mm, and offers two groups of leaf spring suspension options, equipped with Hefei Guoxuan single cells and a grouped 86.4 kWh LFP power battery, along with a bottom exchangeable battery solution and a Sichuan Jianghuai 140 kW electric drive system. The complete vehicle has a rear compartment length of 4120/4150 mm and a rated load capacity of 895 kg, achieving a range of 460 km. Anhui Xunying New Energy Group Co., Ltd., founded in March 2011 and located in Hefei High-tech Zone, formed a strategic partnership in 2019 with Anhui Guotou and Guoxuan High-tech. Currently, it collaborates with Sinotruk in Chengdu and Hubei Sanhuan on 4.5-ton BSEV light trucks.
• FAW partnered with Anhui Huipeng in August to submit the Jiefang Tiger 6G series CA1048P40L2BSEVA84 exchangeable pure electric cargo vehicle chassis and box transport version. It can accommodate 2/3 passengers, has a wheelbase of 3.3 meters, and offers 19 groups of leaf spring suspension options. The vehicle is equipped with Hubei Yiwei single cells and an 82.43 kWh LFP power battery, utilizing a bottom exchangeable battery solution and a Shanghai Zhongke Shenjiang 120 kW electric drive system. It has a rear compartment length of 4160 mm, a rated load capacity of 1215/1150 kg, achieving a range of 400 km and a maximum speed of 90 km/h. Anhui Huipeng New Energy Technology Co., Ltd., established in February 2021 and located in the Chao Lake Economic Development Zone new materials industrial park, is a wholly-owned subsidiary of Zhejiang Oupeng, part of the listed company Jinyuan Group. Currently, it collaborates with Yanbian Guotai and Hubei Century Zhongyuan on 4.5-ton BSEV light trucks.

• Chengdu Dayun partnered with Hefei Guoxuan in September to submit the Xianglong series CGC1047BSEV633 exchangeable pure electric cargo vehicle chassis and box transport version. The vehicle has a wheelbase of 3360 mm and offers nine groups of leaf spring suspension options. It is equipped with an 80.64 kWh LFP power battery from Hefei Guoxuan and a Chengdu Dayun 140 kW electric drive system, achieving a rear compartment length of 4120 mm and a rated load capacity of 1130-1365 kg, with a range of 380 km. Hefei Guoxuan entered the exchangeable battery field for the first time last December in collaboration with Jianghuai. This year, it has also established partnerships with Shandong Kaimar, Jiangxi Geely, and Chengdu Dayun, sharing the relationship with CATL as one of three BSEV light truck suppliers leading the industry.
• SAIC Maxus partnered with Shanghai Anch in August to submit the Dana T1 series SH1047ZFFCEVMZY3 fuel cell cargo vehicle chassis and box transport version. The vehicle can accommodate 2/3 passengers, has a wheelbase of 3360 mm, and features front 3-piece and rear 3+3-piece leaf spring suspension. It is equipped with a Shanghai Anch 90 kW fuel cell and Mengduli LMO power battery, along with a Maxus 120 kW electric drive system. The complete vehicle has a rear compartment length of 4110 mm, a rated load capacity of 895/830 kg, and a range of 390 km. This vehicle is a second submission announcement for the September period, adding fuel cell information and effectively a duplicate submission for a “special model.”

SANY’s small BEV sanitation class, Suzhou Jinlong – Qianchen iC1 charging version, and Foton self-made three electrics: battery + new electric drive.

• SANY Hubei submitted the HQC10400QDBEV30/1 pure electric cargo vehicle chassis and the SANY Energy Equipment SYR5041TYHSYB/ABEV pure electric road maintenance vehicle. This series shares resources with the Changan Kua Yue D5 series, with a vehicle width of 1760 mm, accommodating 2 passengers, a GVW of 4495 kg, reaching the upper limit for blue license plates, a wheelbase of 2850 mm, front 4-piece and rear 4+2-piece leaf spring suspension, and rear dual-tire drive with 185 tires. It is a representative model of strengthened small trucks in the industry, equipped with Zhongxin Innovation 50.367/41.85 kWh LFP power batteries and Jingjin Electric 140 kW electric drive system, achieving a complete vehicle length of 5375 mm, with a rated load capacity of 1765/1815 kg and a range of 300/248 km.
• In the May batch of documents last year, Suzhou Jinlong collaborated with Qianchen Automotive to submit the Ci1 series 4.5-ton low-entry light truck series, using Nanjing Hive LFP power batteries and a bottom exchangeable battery solution, formally becoming a new force in the “self-built product platform.” In September, it submitted a second model adopting a charging solution, the KLQ1042RLNEV2 pure electric cargo vehicle chassis and warehouse transport version, with the main structure similar to the previous model, equipped with a Ningde Times 100.07 kWh LFP power battery and an axle longitudinal beam internal bottom exchangeable solution, along with a Zhuzhou Shangchi 145 kW electric drive system, achieving a range of 480 km. Despite the limited number of announced models, Qianchen Automotive has still completed coverage of both BSEV and BEV basic technology routes, and has developed multiple base models targeting the general cargo transport market, clearly preparing for this charging warehouse transport vehicle.

BAIC Foton has recently strengthened its capabilities in self-developed three-electric (battery, motor, and electronic control) systems, including the joint establishment of Beijing Karwen, enhancing key supply chain resources, and exploring the hydrogen energy field. In terms of power batteries, it has launched a 24V starter lithium battery and is leveraging its subsidiaries to engage in Pack business. Additionally, the company has expanded its cooperation in the electric drive sector, attracting more OEM manufacturers. The following are brief descriptions of two typical new products submitted in the September period:

• The first is the Foton Aoling Zhiluan series BJ1048EVJA141 pure electric cargo vehicle chassis, as well as the box transport, warehouse transport, and refrigerated versions. It is equipped with Hubei Yiwei battery cells and a group of 141.3 kWh LFP power batteries from Henan Foton’s Shandong branch, alongside the Foton 167 kW electric drive system (similar to that from Bosch Wuxi). Taking the box transport version as an example, the complete vehicle has a rear compartment length of 4140 mm, a rated load capacity of 1 ton, and a range of up to 780 km, making it a leader among its class of BEV light trucks, with a maximum speed of 90 km/h. In 2022, Foton had previously explored battery business under the name “Shandong Multifunctional Automobile Factory,” submitting two 4.5-ton chassis and box transport vehicles. The recently established Henan Foton Zhiluan New Energy Vehicle Co., Ltd., which began operations in February 2023, is located within the Foton assembly and trial production workshop in the Weifang High-tech Zone, mainly focusing on the research and development and manufacturing of components and three-electric systems.
• The second model is the Aoling M series BJ1044EVJAAB1 pure electric cargo vehicle chassis and the refrigerated version. It has a GVW of 4000 kg, a width of 1910 mm, and a seating capacity of 2, providing size advantages over strengthened flat-nosed light trucks. It features a wheelbase of 2.9 meters, with front 3-piece and rear 3+2-piece leaf spring suspension, and is equipped with a Zhongxin Innovation 50.38 kWh LFP power battery and the Foton FTTBP070D 70 kW electric drive system, achieving a range of 220 km and a maximum speed of 85 km/h. Foton previously had the A and B variants of the FTTBP070 series, with rated/peak powers of 35/70 kW and 35/75 kW respectively, primarily matching with the 3-ton Foton Xiaoling M/Q series light trucks or Zhiluan passenger vehicles. Thus, it is clear that this new model also reaches the upper limit of electric drive usage in its class.