Strong demand supports the "rise" of heavy trucks in the beginning of 2011
strong demand supports the "rise" of heavy trucks in the beginning of 2011
China Construction machinery information
Guide: at the beginning of 2011, the domestic passenger car and heavy truck market was like a double heaven. Here is the passenger car market worried about getting cold after overdraft consumption, and there is the heavy truck market with rising prices. It is understood that mainstream heavy truck enterprises such as China heavy truck and Shaanxi Automobile have raised the price of heavy trucks, HOWO and other high-end heavy trucks
at the beginning of 2011, the domestic passenger car and heavy truck market was like a double heaven. Here is the passenger car market worried about getting cold after overdraft consumption, and there is the heavy truck market with rising prices
it is understood that mainstream heavy truck enterprises such as China heavy truck and Shaanxi Automobile have raised the price of heavy trucks, and the increase of high-end heavy trucks such as HOWO is even as high as about 8000 yuan. Despite the price rise, the peak season of heavy trucks this year is still one month ahead of schedule. CICC predicts that with the upgrading of products, the heavy truck market will enter a golden period in the next five years, and the sales scale will reach 580billion yuan
the peak season of heavy trucks is coming ahead.
Zhang Yun, who is preparing to buy heavy trucks, found that the price of heavy trucks quietly increased in 2011. He ran to several Chinese heavy truck dealers in Shandong, and most of the heavy trucks increased by about 3000 yuan. HOWO A7 and other high configuration heavy trucks even increased by 8000 yuan. It is understood that the price rise is not limited to China National Heavy Duty Truck. Shaanxi Auto also raised the ex factory price of some heavy trucks, and the overall price of its Aolong increased by 3000 yuan. Although the person in charge of SINOTRUK did not list the price increases of various varieties in detail, he told, "we have already determined our thinking. We will not reduce prices without a price war."
what makes sinotruk not only not fight a price war, but take the lead in raising prices? This is due to both demand growth and cost increase. First of all, heavy trucks are extremely sensitive to steel price fluctuations. According to relevant calculations, once the steel price rises by 1000 yuan/ton, the average production cost of heavy trucks will rise by 3%-3.5%. The current price increase is not enough to make up for the cost increase. The second is the early arrival of peak season
the head of SINOTRUK pointed out that, "2011 continued the trend of last year, and January became the big month of sales. In fact, the peak season of heavy trucks in 2009 and before usually appeared after the Spring Festival. As the peak season of 2010 came ahead of schedule, we were unprepared. Thank you for browsing! And, there was no time to prepare for production and missed some market opportunities. As mentioned above, the elongation of polymer materials was far better than that of metal, fiber, wood, plate and other materials. So by the end of 2010, I We have begun to prepare for production. " A dealer of SINOTRUK Shandong said, "some heavy trucks have been hoarded by the end of 2010."
many senior executives of heavy truck enterprises said that although the peak season came ahead of time, the off-season would not come ahead of time. Since 2010, the monthly fluctuation range of the heavy truck market has begun to slow down, and still maintained rapid growth throughout the year. Guxianghua, Deputy Secretary General of China Automobile Industry Association, said that in 2010, the growth rate of heavy trucks was much higher than that of medium, light and micro trucks in the truck market. According to the data, the sales volume of heavy trucks in 2010 reached 1017400, with a year-on-year increase of 59.93%, 42.22 percentage points higher than that in the same period of 2009
in the face of a large number of heavy truck demand, major heavy truck enterprises have formulated ambitious goals. The head of SINOTRUK said, "in 2011, sinotruk plans to sell 230000 heavy trucks, an increase of 18% year-on-year, with a target of sales revenue of more than 100 billion yuan. At the end of the 12th Five Year Plan, sinotruk hopes to achieve sales revenue of 200 billion yuan and become a full range of commercial vehicle enterprises dominated by heavy trucks." Shaanxi Automobile heavy truck has set the goal of "maintaining 130000 vehicles and striving for 150000 vehicles in 2011". Although it is a latecomer in the heavy truck field, JAC also feels the warmth of the heavy truck market. In 2010, JAC GEFA heavy truck sales exceeded 23000, with a year-on-year increase of 93.8%, ranking first in the industry. In 2011, GEFA set a sales target of "ensuring 35000 vehicles and striving for 40000 vehicles"
product upgrading has spawned a 100 billion market
the research report points out that the next five years will become a golden period for the development of leading heavy truck enterprises. With the upgrading of emission standards and heavy trucks, the old products purchased since 2003 have been gradually eliminated, and more consumers will turn to medium and high-end heavy trucks with long service life and low fuel consumption. In the next five years, leading enterprises will enter a golden period of rapid improvement in sales and profits. If the sales volume of heavy truck market increases by 10% every year and the unit price increases by 5%, the sales volume of heavy truck market will double to 580billion yuan in five years, and the profit will increase by about three times
leading enterprises benefit from policy support. On January 1st, 2011, the "management rules for commercial vehicle production enterprises and product access" formulated by the Ministry of industry and information technology was officially implemented. The production capacity access threshold of new enterprises entering the commercial vehicle field has been significantly increased, including no less than 10000 heavy trucks. Wang Jian, a professor at the school of transportation of Chongqing Jiaotong University, pointed out that the rules protect those heavy truck enterprises that have entered this field, especially the leading heavy truck enterprises with large production and sales volume. As the threshold is raised, there will be fewer new heavy truck competitors in the future, and the leading enterprises will only be stronger. According to the data of China Automobile Industry Association, as of November, 2010, of the 26 enterprises producing heavy trucks, only seven produced 10000 vehicles in the first 11 months, ten produced less than 1000 vehicles, and some heavy truck enterprises produced less than 100 vehicles
Securities pointed out that the heavy truck market may grow faster than expected in 2011. First, the new demand caused by the accelerated trend of heavy trucks. In the long-distance transportation of large tonnage, with the in-depth implementation of the weight and charge policy. 2. In the test experiment, heavy trucks are partially replacing medium and light trucks. Second, the construction of affordable housing in 2011 will push up the demand for heavy trucks. The Ministry of housing and urban rural development clearly stated in the notice on submitting the tasks of urban affordable housing projects that 10million units of affordable housing projects are planned to be constructed in 2011, an increase of 4.2 million units from 2010, an increase of about 72.4%. According to this estimate, the investment in affordable housing projects may reach 1.4 trillion yuan in 2011
Copyright © 2011 JIN SHI