The 2021 edition of the "China Pickup Truck Industry Development Report" and the China Pickup Truck Blue Book have been officially published on December 1, 2021. The Pickup Blue Book, compiled by the China European Association for Economic and Technical Cooperation (ESA) Independent Automotive Industry Branch and Independent Auto Network, provides a lot of reference data and materials for the industry and enterprises.
The development status of the commercial vehicle industry in 2020
A complete commercial vehicle industry development system has been established
The commercial vehicle industry is the earliest start-up and longest development time in mainland China, and it is the earliest area where the automobile industry has made key breakthroughs. For more than 60 years, mainland commercial vehicle enterprises have continued to develop in the process of independent innovation, and have established a research and development, manufacturing, sales and service system covering the entire industrial chain, forming a relatively complete industrial system with relatively complete types and relatively complete supporting facilities. With the deepening of reform and opening up, especially into the new century, through market competition, institutional reform, joint venture cooperation, technology introduction, equipment procurement, independent innovation and government support, etc., mainland commercial vehicle enterprises have gradually become bigger and stronger, forming a certain competitive advantage in the traditional fuel market and LNG fuel market, and making significant progress in the development of new energy commercial vehicles, and the market has entered the growth period from the cultivation period.
The commercial vehicle industry is shifting to high-quality development
In 2020, the production and sales of commercial vehicles reached 5.231 million units and 5.133 million units, the first time exceeded 5 million units, a record high, commercial vehicle production and sales increased by 20.0% and 18.7% year-on-year, the production growth rate increased by 18.1 percentage points over the previous year, and the sales growth rate achieved from negative to positive, accounting for about 18.7% of the world's commercial vehicle sales, ranking second. Among them, heavy-duty trucks, buses, new energy buses, and new energy trucks have ranked first in the world for many years, and almost all domestic sales models are Chinese brands. China's commercial vehicles not only occupy a mainstream position in the domestic market for a long time, but also take a step forward and go to the world, and many of China's enterprise sales markets have expanded to foreign countries and gradually grown into global enterprises. China's commercial vehicle industry continues to grow and develop, and its status and role in the national economy continue to increase, making outstanding contributions to promoting economic growth, promoting social employment, strengthening national defense, and improving people's livelihood and well-being.
Mainland commercial vehicle industry is facing an important stage of transformation from high-speed growth to high-quality development. China's commercial vehicle market has been affected by the dual impact of policies and regulations and market demand, under the influence of increasingly stringent environmental protection, safety, energy conservation and other laws and regulations and the intensification of the international competition situation, the commercial vehicle market concentration continues to increase, the head customer accelerates and grows, the commercial vehicle market towards more energy-saving and emission-reduction, safe, environmentally friendly, efficient development, the overall market will show innovative technology, diversified models, fine operation trends, the future competition will be more and more around the market segment, refined operation. Products are still the core competitiveness, but product design, production and sales will listen more to the voice of customers; marketing models, service models will continue to innovate, the market competition chain will be further extended, from simple product sales to provide overall solutions. Enterprises with sufficient new technology reserves and strong independent research and development strength will win in the future market competition.
The development environment of the commercial vehicle industry
Operating environment
For example, in terms of certification, the Certification Management Content of the Four Departments of the Ministry of Industry and Information Technology, the Ministry of Transport, the State Administration of Market Supervision, and the Ministry of Ecology and Environment has duplicated and overlapped, resulting in some policies, regulations, standards and implementation not being uniform, and emphasizing pre-certification and light post-event supervision, which increases the cost burden of enterprises. According to incomplete statistics, the vehicle industry spends more than 4.5 billion yuan on testing and certification in the field of product access every year. Among them, in addition to the cost of completing the prototype production and testing required by the national mandatory standards, the repeated expenditure costs caused by the multiple management of the department account for about 30%.
In addition, when automotive companies respond to CCC product certification access, they need to pay an additional 10% of the testing fee to the certification body as a service fee, and it is initially estimated that industry enterprises need to pay nearly 300 million yuan per year for this, and also extend the time for the launch of new products for 3 to 6 months. For example, in terms of road law enforcement and operating expenses, the provisions of the Ministry of Public Security, the Ministry of Transport, and the Insurance Regulatory Agency of the State Council have some overlaps, and the standards are different, and the certification standards are not uniform, resulting in the occurrence of some models of "large tons and small standards".
Unilateralism in the world is on the rise from time to time, while commercial vehicles have a typical localization policy, and the protection model of destination countries such as CKD (all-bulk assembly) exports will gradually increase.
In the next ten years, the domestic production and sales scale of China's commercial vehicles will remain above 4 million, and with the joint construction of the "Belt and Road" under the "Belt and Road" Chinese commercial vehicle enterprises "going out", the overall market size of foreign commercial vehicles is more than 20 million, and Chinese commercial vehicle companies can participate in a larger global market.
Usage environment
China's oil, urea and natural gas are of poor quality. Commercial vehicles China VI products on the oil requirements increased, in the absence of oil products to ensure, commercial vehicles after the implementation of national six will most likely affect the vehicle operation efficiency, commercial vehicles in some areas overloading is more common. The law enforcement standards of public security and transportation departments are not uniform, the public security department calculates according to the tonnage of trucks, and the transportation department calculates by axis, due to different identification standards, the calculated overload rate varies greatly, and the law enforcement in various places is not uniform. Driver fatigue driving is a common phenomenon. The average monthly mileage and driving time of Chinese commercial vehicle drivers are much higher than those of developed countries and regions in Europe and the United States, which has become a major hidden danger to road safety.