Domestic heavy trucks sold 543,425 vehicles in the first half of 2011


The heavy truck market in the first half of 2011 was not a satisfactory performance for most heavy truck companies. However, in the overall negative growth market, the second and third echelons undoubtedly brought some bright spots to the deserted environment.

Major heavy truck companies decline more than the industry

According to statistics from China Association of Automobile Manufacturers, in the first half of 2011, a total of 543,425 heavy trucks were sold in China, with a negative growth rate of 7.04%. Among the top 9 companies with a market share of 95.28%, a total of 517,733 heavy trucks were sold in the first half of 2011. The overall decline was 7.62%.

Although sales of heavy-duty trucks (including non-integrated vehicles and semi-trailer tractors) declined in the first half of 2011, the sales volume of heavy-duty trucks in the first half of the year still has many bright spots. Among them, Dongfeng Commercial Vehicle overwhelmed FAW Liberation and China National Heavy Duty Truck became the leader in heavy trucks, with the performance of 113,557 vehicles hitting the top of heavy truck sales; JAC heavy trucks were more like chicken blood in the first half of the year, and sales increased substantially. However, as the first two sales of FAW Liberation and CNHTC in the first half of 2010, the magnitude of the decline in the first half of 2011 was relatively large.

Contrary to the first echelon, the second echelon Shaanqi, Futian and the third echelon Beipiao, Jianghuai, SAIC Iveco Hongyan and Hualing steadily progressed in the first half of the overall sales decline. Each company showed a year-on-year growth. situation. Among them, Foton Auman Heavy truck sales in the first half of the year increased 12.57% to 65746 units, Beiben sales rose 10.62% year-on-year to 25,861 units, SAIC Iveco Hongyan sales rose 17.03% from the same period last year to 22,707 units. JAC has the most rapid development momentum, with a year-on-year increase of 90.96% to 24,720 vehicles. The sales of Shaanxi Auto and Valin during the first half of the year were modest, representing a year-on-year increase of 2.07% and 0.48%, respectively.

Jacques Geige sends out a bright sword

JAC Gehwa made a surprising impression in the market performance in 2011, which made some companies unprepared. From January to June 2011, JAC heavy truck sales were 24,720 vehicles, an increase of 90.96% year-on-year, making it the highest growth rate in the heavy truck market.

Judging from June 2011 only, sales of heavy trucks in June decreased again in addition to the 51.10% sales growth of Jianghuai. Among them, the sales of heavy trucks by FAW Jiefang and Beiben dropped the most in June, being 10,807 units and 1,875 units respectively, a year-on-year decrease of 51.33% and 49.23%. Heavy trucks and Shaanxi Auto sold 9,987 and 6,730 heavy trucks in June, a year-on-year decrease. 40.07%, 43.51%; Dongfeng Commercial Vehicle sold 13,288 heavy trucks in June, down 25.19% year-on-year; SAIC Iveco Hongyan sold 2,439 units in June, down 21.47% year-on-year; Valin sold 2,156 heavy trucks in June, down 32.73% year-on-year. Futian Auman's heavy-duty truck sales fell the least in June, but there was a decline of 2.01%.

JAC has not been affected by the industry as a whole. On the contrary, the reason for the significant increase in the year-on-year ratio is like the stock market. Under the circumstances in which the entire stock market is affected, it is natural that the decline is a big market. The reason why JAC is growing at a relatively large rate is mainly because the base number is small, and it will not be affected much like the small stock market. It is understood that JAC's report data includes sales of some of the truck's glossy sword brands, but the sword is not clearly defined as a heavy truck or a medium-sized card.

Policy delisting

The declining sales of heavy trucks in the first half of 2011 have a lot to do with the overall economic situation. One of the most important reasons is the decline in policy stimulus. The country’s 4 trillion economic stimulus policies are gradually drawing to a close and the project volume has been significantly reduced. In particular, the reduction of large-scale new projects will directly reduce the number of new heavy trucks. Moreover, the tightening of monetary policy has made it more difficult to borrow cars.

In addition, some industry analysts believe that the constant price hike in 2011 has increased the cost of living expenses, to a certain extent, reduced the user's disposable income and the ability to purchase cars; fuel limit policy caused a decline in heavy truck sales; In addition, in July The implementation of the “Road Safety Protection Regulations” on the 1st also caused many users to have a wait-and-see mood around July.

The market is not optimistic. Besides being mainly affected by the country’s macroeconomic policies, there is also a reason that the overall decline in the tractor market in the first half of the year has led to a drag on liberation. However, the implementation of the Regulations on the Protection of Highway Safety in the second half of the year and the introduction of the National IV emission standards will probably drive the growth of the tractor market in the second half of the year.

Dongfeng Commercial Vehicle Co., Ltd. adjusted its product structure and gradually expanded its sales area. Therefore, it sold better in 2011. In particular, Dongfeng Tianlong has grown in a contrarian fashion and has performed well.

The downturn in the heavy-duty truck market in 2011 is not necessarily a bad thing. After the rapid growth of the auto market, it needs a cooling-off period and an adjustment period. The decline is normal, and car companies can also use this opportunity to better exercise their internal strength.



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