If you want to summarize the trend of the heavy truck market from January to September this year, then "the peak season is not prosperous, the off season is not light" may be the most appropriate. According to the latest data of China Association of Automobile Manufacturers, from January to August this year, the total sales volume of domestic heavy trucks (including non-complete vehicles and semi-trailer tractors) was 439,400 units, a year-on-year increase of 19.74%. Among them, as the traditional low season of sales in August, the company achieved 49,431 heavy truck sales, a year-on-year increase of 44.24%, which was the highest monthly sales growth since the beginning of this year, and successfully broke the off-season spell. Industrial ball valves are wildly used in all type of industrial pipelines, such as power stataion, petrochemical, oil refinery, natual gas,water treatment ect. Trunnion Ball Valve, floating ball vavle, 2 pcs Ball Valve , 3 pcs ball valve, Forging Ball Valve,Casting Ball Valve, Metal Seal Ball Valve and soft seal ball valves with ASME standard are commonly used by customer. Industrial ball valve we provided are with soft and metal seal type and valve size are from 1/2 inch to 42 inch(DN15-DN1050) matching pressure from class 150 to class 2500(PN10-PN420) which are suitable for operating in the working media temperature from -196℃ to 620℃, as well as material in carbon steel, stainless steel, alloy steel and duplex steel in casting material or forging material. Ball Valve Ball Valve,Forging Ball Valve,Casting Ball Valve,Metal Seal Ball Valve Yongjia South Trading Co.,Ltd , https://www.n-lvalve.com
Since February of this year, the growth rate of domestic heavy truck sales has turned from negative to positive. Since then, heavy truck sales have continued to grow and hit a new high in August. The manufacturing industry is rumored to be "products in the peak season, service in the off-season", or "the sales in the peak season, the image in the off-season". Although the focus is different, the meaning is almost the same, emphasizing only the off-season service, there is no off-season market. For this year's heavy-duty truck market, heavy-duty truck manufacturers may have to do "the sales service is correct, the sales image must be balanced", in order to continue to create new records in the remaining months of this year.
　　 ■Mainstream heavy truck manufacturers' performance is red
From January to August this year, in addition to a slight decline in sales of individual heavy truck companies, the cumulative sales of mainstream heavy truck companies increased year-on-year. Among them, FAW liberated the largest increase, reaching 69.07%; Shang Yihong followed closely, reaching 67.13%. Taking August as an example, the performance of domestic mainstream heavy truck companies is on the rise. Among them, FAW Jiefang, Dongfeng Commercial Vehicle and China National Heavy Duty Truck, which accounted for the top three positions, accounted for 56.74% of the total sales in August, exceeding one-half of the market share. Shaanxi Automobile and Futian followed closely, with sales ranking fourth and fifth respectively. In addition, the sales of the top five heavy-duty truck manufacturers showed a step-by-step decline, and the gap gradually increased.
It is worth noting that FAW liberation has occupied the number one position in heavy truck sales for eight consecutive months since the beginning of this year. Among them, from January to August, the cumulative sales of 90,996 vehicles, far more than the 53882 vehicles in the same period last year, and the cumulative increase from January to July were more than 56%. In the view of Wang Zhicai, general manager of FAW Jiefang Automobile Sales Co., Ltd., “the achievement of the achievements, the love of users, and the trust and support for liberation. Liberation is shifting from the quantitative and scale-based growth model to the quality and efficiency. ."
Although Hualing Heavy Truck recently experienced large-scale personnel adjustments, it still achieved a good performance of 84% year-on-year growth in August. “Hualing began to explore the transportation market segmentation strategy this year. In addition to the previous special vehicles, special vehicles, and Hualing commercial divisions, it gradually began to transport from hazardous chemicals vehicles, trucks, dump trucks, tractors and other transportation markets. Therefore, the sales growth in August was mainly due to the expansion of the terminal market segment.†Fang Yi, general manager of Hualing Marketing Department of Hualing Xingma Automobile (Group) Co., Ltd. said.
Interestingly, in the top five heavy-duty truck companies in January-August, the top two FAW liberation and Dongfeng commercial vehicle sales were less than 10,000, and the other sales were more than 10,000. Among them, FAW liberated 90,996 vehicles, Dongfeng Motor 83,947 vehicles, China National Heavy Duty Truck, 73,399 vehicles, Shaanxi Automobile Group, 62,071 vehicles, and Futian Automobile, 50,411 vehicles.
　　 ■Multiple positive stacks create a record of increase
The heavy truck market is greatly affected by the economic environment. As a means of production, its holdings are closely related to economic activities, especially with factors such as GDP growth, road freight transportation, and infrastructure investment. After a long period of sustained downturn, the market finally ushered in a new growth opportunity this year. The main performance is that the off-season also ushered in a substantial growth, in stark contrast to the off-season sales.
Not long ago, Liu Yunlong, an investment consultant of Guorong Securities, said in an interview that the sales growth of the heavy truck market in August was caused by multiple reasons: from a macro perspective, macroeconomic data has gradually stabilized since the second half of this year, and individual data has even begun to rise. . At the same time, investment in fixed assets has gradually picked up, and data on investment data and investment consumption is one of the most important reasons for the rebound. In addition, a more important reason for the recent rapid growth of heavy trucks is that the demand for heavy trucks and related construction machinery has gradually shrunk in the past few years, resulting in a relatively low level of inventory, resulting in short-term inventory differences, once downstream demand begins. With the recovery, sales have shown a rapid rebound.
“The reason for the year-on-year growth of sales in July-August this year is that the users in the previous stage are looking forward to the sales of the big environment. The market trends of medium and heavy trucks have been closely related to GDP and industry policies over the years. Driven by regulations and policies, especially the structural transformation and upgrading of the logistics and transportation industry, the growth of urban smart muck transport vehicles, hazardous chemicals semi-trailer tractors, long-distance logistics transport vehicles, and sanitation special vehicles has been promoted.†Fang Yi said .
Liu Peimin, executive director and vice president of China National Heavy Duty Truck (Hong Kong) Co., Ltd., said in an interview that the heavy truck market is affected by the conventional economic situation. "The content of the new GB1589 standard has changed, especially the 4×2 trucks and vehicles. The total weight of the cargo can reach 18 tons, and the total length of the car can reach 12 meters, which will have a great impact on the user's choice of models," he said.
Some experts in the industry said that in order to regulate the use and management of the car, and to ensure road traffic safety, the Ministry of Communications, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the AQSIQ issued a "Work Plan for the Management of Vehicle Transport Vehicles". It was officially implemented on the 18th. This also means that the "double-row car" will withdraw from the historical stage, and to a certain extent will also lead to the demand for heavy trucks in the car industry. In addition, according to the requirements of the “Yellow Label Vehicle†and the Implementation Plan for the Elimination of Old Vehicles, the nationwide “Yellow Label Vehicle†will be phased out in 2017, and the yellow label vehicle will be renewed for the slag truck and port traction. Heavy truck sales such as cars play a driving role.
　　 ■Changes in the tide or future prospects for heavy trucks
For the performance of the heavy-duty truck market this year, “the off-season is not weakâ€, Fang Yi said that with the promulgation of the mandatory national standard GB1589-2016 and the “Regulations on the Management of Overrun Transportation Vehicles†(Ministry of Transportation, Order No. 62, 2016) Officially implemented on the 21st of the month. The types of vehicles in the transportation market will change greatly. Due to the uncertain regional implementation policies, the market will have a larger wait-and-see cycle, but this cycle will not be too long. It is expected that a longer period will be ushered in around October. The growth of the car will continue until next year. In particular, 6×2 coal handling tractors, 6×2 vans, 8×4 trucks, 4×2 container tractors, and car carriers will all undergo major vehicle changes. Liu Yunlong also holds the same view. He believes that the heavy truck market in the next few months is likely to have more incremental space under the joint positive effects of high growth rate of GDP growth, road transportation and infrastructure investment. .
After the period of strategic opportunity for China's economy to enter into transformation and development, the heavy truck industry is affected by the economic restructuring, and it is urgent to explore the path of transformation and development that adapts to the economic situation. Therefore, grasping the macroeconomic situation and grasping market opportunities is particularly important for heavy truck companies. As the country's regulation of overload overruns becomes stricter, this will not only limit the volume of heavy trucks, but will also result in more vehicles being transported in the same batch. At the same time, affected by the national policy orientation, the logistics industry is accelerating integration, and the rapid development of express express expresses represented by e-commerce logistics has driven the rapid growth of the sales volume of transportation vehicles serving express express services. "We are also studying how to take advantage of changes in regulations and changes in vehicle selection, capture market opportunities, and open the truck market. Next year's 4x2 trucks will have better market performance." Liu Peimin said.
According to Huatai Securities Research Report, the heavy truck market will maintain its growth momentum under the steady growth of economic growth and continued fiscal policy. The annual sales volume is expected to reach 650,000 units, an increase of 18% year-on-year; As for the upgrade, the increase in heavy truck sales will still reach 10% next year.
Facing the transformation and adjustment that is both an opportunity and a challenge, Fang Yi believes that enterprises should do research and model development of policies and regulations, and organize the implementation of mass customization manufacturing strategies to optimize product structure and manufacturing processes and shorten vehicle manufacturing. cycle. "The development of commercial vehicles in the future will become a trend of diversification of vehicles, specialization of configuration, and optional personalization," he said.
· August heavy truck sales increased by 44.24% year-on-year