Tractor pulls heavy truck autumn market, dealers cautiously watching the market


Since the second quarter, under the influence of construction vehicles and traction wheels, the heavy-duty truck industry has gradually warmed up. In particular, the tractors used for road transport have been frustrated at the beginning of the year in response to the economic rebound in August and September. The dealers smiled. When the China Securities Journal reporter visited Shandong regional heavy truck dealers before and after the National Day, he discovered that dealers still maintain a cautious attitude towards this hot market. They are still taking a step-by-step attitude toward the future market, especially the sales of heavy trucks next year. "I think it will also depend on the degree of continued economic recovery; if the economy continues to pick up, next year's heavy truck market is worth the wait."

Heavy truck market is getting better every month

The outstanding performance of construction vehicles in the second quarter brought surprise to the Chinese heavy truck market. In the first half of the year, the domestic heavy-duty truck market was driven by 4 trillion investment, and the demand growth was much better than expected at the beginning of the year. The engineering heavy-duty trucks closely related to fixed-asset investment performed well.

A dealer of China National Heavy Duty Truck Group Manager Wang told reporters: “In the first half of this year, the sales of heavy trucks are still more obvious than the same period of last year. However, heavy truck truck sales from June to June are still available.”

From March to June, the reason why “performance is OK” can be attributed to the fact that the country’s investment in infrastructure projects directly led to an increase in sales of engineering heavy trucks. Manager Wang said: “In the first half of the year, more infrastructure investment was needed, and there was a greater demand for engineering heavy trucks. Especially in March and April, sales of engineering heavy trucks were very good.” Another CNHTC dealer expressed similarities In view of the fact that "in the first half of last year, due to the large number of infrastructure projects such as the Olympic Games, heavy truck sales were very popular. After September, the heavy truck market was very cold, until the first half of this year improved, and in March and April the fire broke out for a while." However, she also stated that although sales of engineering heavy trucks were still available in the first half of the year, the total amount still cannot be compared with the same period of last year.

Statistics from the China Association of Automobile Manufacturers also show that the country’s policy support directly led to the popularity of engineering heavy trucks in March and April. After mid-to-late April, the demand for new and updated engineering heavy trucks gradually slowed down, and the heavy truck market entered The tractor tractor sales growth engine tractor market continued the heavy truck warming market. China Automobile Industry Association production and sales data show that in August this year, heavy truck sales of 56800, an increase of 5.93%, an increase of 71.84%. The strong performance of FAW liberation heavy trucks with tractors was strong. In August, the monthly sales reached 14.2 million units, ranking first in the heavy truck industry sales rankings.

The tractor market is getting hot

As a distributor of FAW Jiefang Shandong area, Manager Jiang was very satisfied with the sales volume of tractors this year. “This year's sales are very good. The heavy truck market began to improve since April, and the sales and growth of the tractor market are large. 4 Sales in the months of May, May and June were very good. In July, sales were normal, and it was very popular in August and September.” The explosive sales of tractors made manufacturers' orders full. “One obvious performance is that It takes only about a week to get a car after placing a car order, but now it takes about a month to get it."

For the booming tractor market, he believes that on the one hand, the cancellation of the road maintenance fee greatly reduces the owner's operating costs; the other is the gradual improvement of the economy, stimulating the recovery of the logistics industry, but also enhance the market demand for tractors.

“The cancellation of the road maintenance fee has a great impact on the demand of the tractor market. Take the Shandong area, according to the original toll fees, a 30-ton heavy truck will only need to spend more than 6,000 yuan a month on the road maintenance fee. This year, the road maintenance fee will be cancelled. After that, transportation costs were reduced, market demand was released on a large scale, and the towing vehicle market began to turn for the better. In addition, with the start of the medium and long-distance logistics market, tractors began to grow rapidly in May and June.”

This change in the market's warm and cold, the master of the logistics in the logistics city master Zhao feel the most obvious. In his eyes, running a cart was once a stable and profitable trade. "There is no way to make money from running a cart." However, due to the financial crisis, mid- to long-distance drivers like him did not earn as much as they did in the second half of last year. Long-distance costs are high, but the decline in shipment volume is really "not much to earn." With the economy this year Fortunately, Master Zhao's business gradually got better and he did not rest well since April. Master Zhao also smiled and said: "Now the economic situation is getting better and better, and the 'Eleventh' has passed over to another car."

Prudent watching the market outlook

The squandering of flowers is becoming more and more attractive. The hot market for tractors is causing everyone to imagine the full recovery of heavy trucks. However, the sellers are still quite cautious about the future and are cautiously optimistic about the overall recovery of the heavy truck market. They believe that heavy truck sales in the second half of the year and next year will depend on the degree of economic recovery, infrastructure and real estate investment, as well as the direction of the country's macroeconomic policies.

“Jinjiuyixing is the traditional peak season for heavy truck market. Under the drive of gradual recovery of major downstream markets such as road freight, the tractors are expected to continue to support the heavy truck market. The tractor market in the last quarter of the second half will still have a good year-on-year outlook. With the further economic recovery, the market will increase the demand for tractors, and the tractor market next year will also be worth watching.” As a distributor of FAW's outstanding performance in the tractor market, Jiang’s manager still dared to overdo it. Optimistic, "taking into account the overall market capacity, such as the hot in August and September is unlikely to continue."

As a dealer of China National Heavy Duty Truck, which has an outstanding performance in the construction vehicle market at the beginning of the year, Manager Wang is more cautious. His focus is on his clients—engineers. “Now the engineering business is not doing well, and many engineering companies are unwilling to take risks to buy new cars. Instead, they buy second-hand cars to do their work first.”

The year-end and new-year holidays are the traditional peak season for construction trucks. Manager Wang said, “It is expected that the sales volume of engineering heavy trucks in November and December will rise slightly.” But for the second half of the year, he believes that “the situation will be better than the same period last year, and it’s definitely There will be growth, but the specific number is not certain, engineering sales of heavy trucks is difficult to estimate a greater improvement, and in two months it is not appropriate to start work, and sales of engineering heavy trucks will naturally not be significantly improved. Industry should be the first half of next year There will be a lot of improvement, but in the end what will happen next year will still depend on the country’s policy direction. If there is still a lot of investment in infrastructure investment in the country next year, sales of engineering heavy trucks will still be good.”



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