Heavy truck market in the first half of 2011, production and sales of nearly 480,000 vehicles sparked hot expectations of policy effectiveness
In the first five months of 2011, companies with higher share of heavy truck market share, such as Sinotruk and FAW Liberation, not only did not have rapid growth, but showed a trend of flattening and declining, while SAIC Iveco Hongyan and other heavy truck companies exceeded 25%. Increase.
The first five months of production and sales, the industry views are mixed
Since 2011, the heavy-duty market is still moving forward despite a series of unfavorable factors such as soaring oil prices, unregulated highway charges, unregulated fines and low freight rates caused by vicious competition.
According to the China Automobile Industry Association's production and sales news, from January to May 2011, the overall sales volume of heavy trucks (including non-integrated vehicles and semi-trailer tractors) was 479,489, a year-on-year decrease of 2.29%. Excluding certain slumps in Sinotruk and FAW's liberation sales, the sales of other heavy trucks have all increased. In this regard, Sinotruk related persons said that in the first half of 2011, the downturn in the heavy truck industry was a foregone conclusion, and from July to September it was still impossible to determine what kind of specific market conditions it would be. Because it was a traditional off-season, it had to wait until 10 Month can be seen throughout the year.
Some industry insiders also believe that in the first five months, nearly half a million heavy trucks were sold and sold. It is not a problem to complete the production and sales of 500,000 vehicles in the remaining seven months. This also ensures that the heavy truck market in 2011 can at least meet It was flat in 2010. From the sales of complete vehicles (cargo trucks) announced by the China Automobile Association, from January to May 2011, a total of 167,872 vehicles were sold, a year-on-year increase of 34.7%, which is a rapid increase. And the top six all are China's mainstream heavy truck companies, indicating that the market demand for their products is very high. Therefore, the heavy truck market in the second half of the year is not pessimistic.
However, the number of heavy-duty trucks in the market in 2011 is still low, and the entire heavy truck market is not ideal. Despite this, heavy-duty regional markets still have bright spots. For example, in the southwestern market, due to the acceleration of the economic development of the Chengdu-Chongqing Economic Belt and the development of the western region, the engineering, mining, and hydropower sectors have boosted sales in the heavy truck market. This is one of the reasons for the rapid development of Hongyan heavy truck in 2011. SAIC Iveco Hongyan mainly performs well in the southwest market, and sales in Chengdu, Chongqing, Guiyang and Kunming account for more than half of the total sales.
In the sales of 20,000 units of Hongyan, the above four regions accounted for over 10,000 vehicles. For SAIC Iveco Hongyan, the southwest region is the main battlefield, which occupies an absolute advantage. In the southwestern region, users generally recognized Red Rock's products, so it grew faster in 2011. In addition, in the areas outside Inner Mongolia, Taiyuan and Zhengzhou, the market performance of Hongyan is not very good.
The reason why China National Heavy Duty Truck is down is mainly due to the heavy truck market decline. In the first five months of 2011, sales in Chongqing and Chengdu were nearly 3,000. The main battlefields for heavy trucks in 2011 are in the southwest and northwest regions, but the southwest region is not a dominant area for heavy trucks.
It is a normal phenomenon that heavy truck companies have seen different gains. This is a problem caused by product structure adjustment. In 2010, the tractors of FAW Jiefang sold very hot and the total sales accounted for more than 50% of the national tractor market. The overall market for tractors in 2011 was not good, and the increase was definitely affected. This is based on market demand, each company has its own product advantages, and the market will not always tend to a company. The growth rate of Red Rock in 2011 can be so fast, there are three factors: First, the product structure adjustment; Second, the marketing system has changed; Third, the base is smaller.
Although the gains are mixed, most people in the industry still believe that the pattern of heavy trucks will not change in the second half of the year. Although the performance of the entire heavy truck market is not good, it still cannot shake the heavy truck structure. Although Sinotruk and FAW Liberation fell slightly, the base of the two companies in 2010 was relatively high. In 2011, the market will inevitably experience some decline.
Short-term difficulties in policy effectiveness
On June 8, 2011, the State Council Standing Conference studied and deployed eight supporting measures to promote the development of the logistics industry, which is known as the eight countries in the industry. The logistics industry will benefit greatly, and heavy truck companies will be the biggest beneficiaries.
In addition, on June 9, 2011, the Ministry of Finance and the Ministry of Commerce also issued a joint announcement to clarify the scope, conditions, and standards of subsidies for old-school auto-renewal subsidies in 2011, and to increase the capital subsidy standards for the retirement of some old cars. The announcement first clearly stipulates continued subsidies for urban public transport, rural passenger transport vehicles and heavy-duty trucks that meet certain conditions, advance retirement, and early retirement, and appropriately extend the useful life of the subsidized vehicles, including urban public transport, rural passenger transport, and heavy cargo loading. The useful life of subsidized vehicles such as automobiles is adjusted from 7 to 9 years, 4 to 8 years, and 7 to 9 years to 8 years (including 8 years), 6 years (including 6 years), and 10 years or more (including 10 years) and less than 15 years.
At the same time, in order to increase the attractiveness of the subsidy policy, the subsidy standards for city buses, rural passenger transport, and heavy-duty trucks will be adjusted from 15,000 yuan, 10,000 yuan, and 5,000 yuan to 18,000 yuan and 11,000 yuan, respectively, in accordance with the subsidies for replacement vehicles. , 18,000 yuan.
With the stimulation of this series of policies, the heavy truck market may usher in yet another policy auto market. However, in the long run, the policy will certainly be positive for the heavy truck market, but it will not break out in the short term. The lag period of policy implementation is relatively long and it is not easy to be reflected in the market at the initial stage of implementation. In addition, real estate regulation and the recent increase in deposit reserve interest rates and other measures, have brought about no small blow to the heavy truck industry.
At present, the amount of money detained by banks in the central bank has reached 22% or more, indicating that the state has very strict control over funds. This has also led to the bank’s lack of funds to issue loans and large-scale projects can not be invested, which can not stimulate the heavy truck market. demand. In the second half of the year, if affordable housing starts on schedule, it may be able to bring certain stimulating effects to the heavy truck industry.
Cylinder Liner Kit,Engine Liner Kit,Other Auto Engine Structure
Auto Cylinder,Turbocharger,Auto Meter,Crank Mechanism Co., Ltd. , http://www.xdmaketurbo.com