印度商用車的成長機會

Indian Commercial Vehicle Growth Opportunities

出版日期: 2023年12月08日 | 出版商:

Frost & Sullivan | 英文 98 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

替代動力傳動系統和新商業模式帶來變革

印度的卡車運輸業涵蓋多種車輛、營運商和物流服務，是經濟成長和發展的關鍵驅動力。經過多年實施軸載法規和巴拉特第 6 階段排放法規後，該行業面臨銷量下滑，而 COVID-19大流行進一步加劇了這種下滑。不過，該產業目前正處於復甦和成長階段。 2022 年卡車總出貨為 87 萬輛。市佔率最大的仍是輕型卡車細分市場，2022 年銷量為 56 萬輛，其次是重型卡車細分市場，銷量為 22 萬輛，中型卡車細分市場銷量為 9 萬輛。巴拉特馬拉（Bharatmala）重點關注道路基礎設施、薩加馬拉（Sagarmala）重點關注港口現代化、綜合性國家物流政策和國家基礎設施管道等關鍵舉措，開發支出高，預計將推升卡車部署需求。

儘管柴油價格急劇上升，但中型卡車領域的壓縮天然氣 (CNG) 卡車銷量仍在成長，佔動力傳動系統總量的 27.8%。 CNG價格調整將促進銷售。專用液化天然氣 (LNG) 的政策可能會增加卡車中液化天然氣的使用，特別是在重型卡車領域，因為液化天然氣提供與柴油類似的更長續航里程和性能。主要原始OEM正在展示 LNG 模型作為原型，預計將於 2024 年推出。卡車電動將從輕型卡車開始，針對最後一英里的營運，並隨著充電基礎設施和購買成本的改善而擴展到其他領域。在中央和州政府的補貼下，商用車的電動將會進一步加強。此外，OEM還可享有生產連結獎勵計畫(PLI)。第三方參與者和OEM增加連接和遠端資訊處理解決方案正在改善客戶的車隊管理，但預計將有進一步的監管。印度商用車產業的整體成長軌跡可能會保持強勁。

The Indian trucking industry includes a diverse range of vehicles, operators, and logistics services and is a critical driver of economic growth and development. Following years of axle load regulation and the implementation of Bharat Stage 6 emission norms, the industry faced stagnant volumes made worse by the COVID-19 pandemic. However, the industry is in the recovery and growth phase now. In 2022, total truck shipment was 0.87 million units. The largest share of the market remains with the light-duty segment, with 0.56 million trucks sold in 2022, followed by the heavy-duty segment with 0.22 trucks, and the medium-duty segment with 0.09 million trucks. With pivotal initiatives such as Bharatmala focusing on road infrastructure and Sagarmala on the modernization of ports, a comprehensive national logistics policy, and a national infrastructure pipeline, the outlay for development is high and will boost the demand for truck deployment.

Despite elevated diesel prices, sales of compressed natural gas (CNG) trucks have increased in the medium-duty segment, accounting for 27.8% of the overall powertrain. Revised CNG pricing will boost sales. The dedicated liquified natural gas (LNG) policy will increase LNG usage in trucks, especially in the heavy-duty segment, as LNG offers a longer range and performance similar to that of diesel. Leading OEMs have showcased their LNG models as prototypes, with launches expected in 2024. Truck electrification will start with light-duty trucks, target last-mile operations, and expand to other segments when charging infrastructure and acquisition cost improves. Electrification in commercial vehicles is further bolstered by subsidies from the central and state governments. In addition, production-linked incentives (PLI) are also available for OEMs. The rise in connectivity and telematics solutions by third-party players and OEMs is improving fleet management for customers; however, more regulation is expected. The overall growth trajectory of the Indian commercial vehicle sector will remain strong.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Indian Commercial Vehicle Industry
Growth Opportunities Fuel the Growth Pipeline Engine™