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In January, semitrailer tractors accounted for 43% of heavy truck sales and returned to the upward trajectory since 2006. At present, Chery, Guangzhou Automobile Hino, Grand Canal, and Lifan Horse have all entered the heavy truck market. Obviously, the good sales of heavy trucks in China have shown that the market injected a dose of intensification, causing many latecomers to resolutely enter the market in an attempt to occupy a place. To meet the upcoming sales peak, the survey found that mainstream heavy truck manufacturers such as Dongfeng, Shaanxi Auto, and Beiben started construction ahead of schedule after the start of the year, and the Beiben assembly department even sold a total of 71,200 heavy trucks in February of the beginning of the year. , an increase of 140.1%, a decrease of 9.0%. Considering the Spring Festival, in February, sales of heavy trucks averaged 4,190 vehicles per working day, a year-on-year increase of 182.5% and a year-on-year increase of 12.5%, which was close to the highest level of March 2008 (average sales of 4,265 units per working day). It can be seen that the heavy truck sales season has arrived ahead of schedule. The sales figures in February exceeded the market's previous expectations. In addition to the strong downstream demand for heavy-duty truck products, heavy-duty truck manufacturers and distributors looked at the multi-card market and actively prepared for the sales season, which also objectively pushed up the wholesale sales of heavy-duty truck products in February. Hualing achieved sales of 5,070 units from January to February, and it is expected that production and sales will reach 9,570 units in the first quarter. Among the three major product lines, Xing Kaima was the most eye-catching and successfully sold 1800 units in the first two months, exceeding the annual production and sales volume.
After more than a year of preliminary preparation, a large number of local infrastructure projects began to enter the construction phase, thereby increasing the demand for civil engineering heavy trucks; the booming sales of semi-trailer tractors also indicated the continued prosperity of the road freight industry, and the demand for road freight heavy trucks was also very strong; the road maintenance fees were canceled As a result, the fixed freight costs of the road freight industry have been significantly reduced, competition in freight rates has weakened, and the attractiveness of the industry has increased. The willingness of users to buy cars is strong; especially with the continued boom of the domestic macro economy and the continued growth of exports, the booming market of the road freight industry can Sustained, which in turn will bring about the strong demand for road freight heavy truck products. From January to February, the heavy-duty truck companies were nearing full capacity, and their sales volume increased by 271% year-on-year, indicating that the industry's economy is at a high level. From March to May, it will be the peak season for heavy truck sales, and the high industry boom will continue. Logistics demand accounts for about 55% to 60% of the total demand for heavy trucks.
At present, the connotative growth of the heavy-duty truck industry has been driven by many factors: In the downstream, driven by policies such as toll-by-weight, over-control, and fuel tax reform, heavy-duty, high-speed, heavy-duty, lightweight, and fuel-efficient heavy trucks are being driven. Products are increasingly favored by users; downstream users already have the ability to pay for heavy-duty products with higher purchase prices and better performance and quality; and for heavy-duty truck manufacturers, they have been able to manufacture heavy-duty trucks that meet customer needs and are affordable. Some mainstream heavy truck manufacturers have also cooperated with European first-class heavy truck manufacturers to stock products with better performance and quality in the near future. A new round of technology upgrading competition for the heavy truck industry has begun. In addition, the increase in railway freight capacity has forced the road freight industry to upgrade its transportation equipment to improve the economics of road transport. The above factors will drive the growth of the heavy truck industry from an extension to an intrinsic growth. (Guangzhou Securities Lin Suilin)
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Experts predict that the heavy-duty truck industry will continue its boom since the second half of 2009. In 2010, sales growth will exceed 13% year-on-year. Annual sales of heavy-duty trucks will increase by 1.5% to 3% year-on-year, with high horsepower and more gear. The proportion of sales of heavy-duty truck gearbox products will exceed 20%, and the annual earnings growth of heavy truck industry will exceed 25%.