Analysis indicates that the development of China's heavy truck market has entered a period of hardship

Affected by the market environment and its own cost, the development of the heavy truck market entered the down period.

At the 2011 International Forum on Heavy Trucks, many entrepreneurs and analysts believe that the heavy truck market will shrink by 15% this year. This means that if the heavy truck market reaches the level of last year, it will need to sell about 100,000 vehicles per month in the following March.

Macroeconomic Policy Cannot Be Optimistic In view of the serious downturn in the heavy-duty truck market this year, Huang Gang, general manager of Dongfeng Commercial Vehicles Corporation, believes that starting from 2009, especially in 2010, there have been some major changes in the product demand structure, such as light As the sales of quantified models increase, the vehicles that were originally used in the market for overloading are updated.

Huang Gang stated that the country’s economic development mode is undergoing transformation. Simple scale growth and consumption of resources, and some ways that do not consider environmental impacts and negative impacts may shift to the connotative growth of sustainable development, including pulling up the truck market. The effect of the investment may be reduced.

According to reports, in the heavy-duty truck industry, the state has introduced many laws and regulations in the past few years in respect of safety, environmental protection, and energy conservation. Now there are more stringent trends in the implementation process. For example, in terms of security, the Ministry of Industry and Information Technology (MIIT) imposed mandatory ABS ABS regulations at the beginning of this year. Major automobile manufacturers promise that the tractors produced must be 100% ABS; the protection regulations issued on July 10th will be more The "May 8" limit measures are more stringent and more effective in the implementation phase.

"The tightening of these laws and regulations and the increase in enforcement will lead to a further increase in the product technology of our entire industry and the cost of the products brought by the technology. Therefore, the competition will be carried out at a higher level." Huang Just said.

The situation in the market is more severe. The situation from the frontline market is also not optimistic. Industry insiders believe that with the intensification of global competition and rising operating costs, the situation in the heavy truck market will become more severe.

“China’s truck market is already facing a globalized competition. Not only in the Chinese market, but also Chinese manufacturers are actually facing competition issues with global truck manufacturers.” Huang Gang said that although the current heavy truck industry’s share of 99% is still local The brand occupies, but this does not mean that the future situation will always be maintained. The upgrading of product technology solutions and the reduction of local manufacturing costs will change the future competitive environment.

The first is the change in the transportation industry. Because the truck sales and service target is the road transport industry, the industry is moving toward intensive, efficient, and intelligent. In the past, the top 20 large logistics companies had a market share of less than 2%, but now their share is increasing at an average annual rate of 60% to 100%, and they tend to be intensive. This trend will be increasingly demanding for product technology and service around vehicles, extending from products to services.

In addition, the business model of the logistics and transportation industry is also changing. In the past, many logistics companies or individual transporters were profitable by overloading. Now that overloading is not allowed, we must rely on transportation efficiency to achieve profitability.

The second is the challenge of cost. Not only because of the purchase of bulk materials, the increase in raw material energy costs, and with the development of China’s economy to a new stage, labor costs, and the part that was considered to be the most cost-competitive in the past, this competitiveness may be weakened in the future. Labor costs will increase.

Faced with such challenges, Huang Gang believes that we should commit ourselves to sustainable development and we must devote ourselves to qualitative growth instead of simple scale growth.