City delivery - EAX(SUZHOU)TECHNOLOGY CO.,LTD.

Industry Introduction

Urban distribution logistics, as a key link in the "last mile" of delivery, has long relied on fuel-powered light trucks. However, with the explosive growth of e-commerce (community group buying is expected to exceed 2 trillion yuan in 2025) and tightening environmental protection policies, the traditional gasoline truck model faces systemic challenges: Business characteristics: high frequency, multiple batches, short distance (average daily driving <150 kilometers), sensitive to timeliness and cost; Vehicle composition: As of 2024, fuel light trucks will still account for more than 60%, but the penetration rate of new energy vehicles will accelerate.

Industry Pain Points

Heavy fuel consumption burden

A fuel-powered light truck consumes about 12L of fuel per 100 kilometers. Based on an oil price of 8 yuan per liter, the fuel cost for 200 kilometers per day is nearly 200 yuan, accounting for more than 30% of freight income.
Frequent maintenance

The average annual maintenance cost for mechanical parts such as engines and gearboxes is 12,000 yuan, and the failure rate increases with the age of the vehicle.
Policy road restrictions

To compress effective operating time, more than 90% of cities across the country have implemented time/area restrictions on fuel trucks (such as prohibiting them from entering the city from 7 am to 10 pm), resulting in a 30% shortening of the delivery window.
Environmental sanctions

Under the "dual carbon" goal, many places have issued timetables for the elimination of fuel vehicles (such as Shenzhen's complete ban on sales in 2025), and the residual value of vehicles has accelerated depreciation.
Efficiency bottlenecks are prominent

Low asset utilization: The cargo compartment volume of traditional oil trucks is generally less than 10m³ (for example, the Jiangling Fushun is only 12.7m³), and the single-trip capacity is limited, which increases the empty mileage.
Limited attendance

Queuing at gas stations has become the norm, the average daily effective delivery time is less than 8 hours, and the vehicle idle rate exceeds 40%.

Solutions

Economic revolution

The full-cycle cost is reduced by more than 40%.
Car purchase cost optimization

In the vehicle-battery separation mode, users only purchase the non-battery body (for example, the purchase price of YTO ED5 is reduced by 40%).
Energy costs drastically reduced

The electricity cost is only 1/4 of the fuel cost (0.3 yuan/km vs 1.2 yuan/km). Combined with night-time valley charging, it can save 170 yuan per day.
Simplified maintenance

The three-electric system has a simple structure, and maintenance frequency is reduced by 50%. Batteries are maintained uniformly by operators to avoid degradation risks.
Battery replacement ≈ refueling speed

Ultra-fast battery replacement in 3-5 minutes (such as Junling EV5), matching the efficiency of gasoline vehicles without waiting in line.
24-hour uninterrupted operation

The battery swap station has a daily service capacity of 183 times and supports multi-shift delivery.
Loading space optimization

: The battery chassis integrated design frees up cargo compartment space (15% higher volume than similar gasoline vehicles).
Full-time right of way

Green license plates ignore traffic restrictions and expand delivery time periods and areas (effective operating time +30%).

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