Since August 2021, the heavy-duty truck market has not exceeded 60,000 units for five consecutive months, and the heavy-duty truck market, which has been sluggish for half a year, can reverse the decline in 2022?
Heavy-duty truck sales in January 95,400 units up 66% month-on-month
The first commercial vehicle network has recently learned that according to the data of the China Automobile Association (the caliber of the number of invoices issued by enterprises, the caliber of non-terminal sales, the same below), in January 2022, the mainland truck market (including chassis and tractors) sold a total of 313,800 units, an increase of 1% over December last year and a year-on-year decrease of 26%. Among them, the heavy-duty truck market (including chassis, tractors) sold 95,400 units, down 48% year-on-year, although it failed to get a "good start", but the sales of 95,400 units increased by 66% compared with December last year, and after half a year, the monthly sales of the heavy-duty truck market returned to the level of close to 100,000 units, which is very rare.
Looking at the trend chart of heavy-duty truck sales and growth in January in the past five years, it can be seen that the heavy-duty truck market has achieved growth at the beginning of 2018, 2020 and 2021, and the growth rate is not low, and because of this, it has achieved growth in January for two consecutive years, and the sales of heavy-duty trucks in January 2021 reached the highest level of 183,400 units in history, and it is expected that the heavy-duty truck market failed to achieve growth in January 2022. In terms of numbers alone, in addition to the super performance in January 2021, the performance of the heavy-duty truck market in January in recent years is not much different, and the sales volume of 95,400 vehicles in January 2022 is a decent performance.
Objectively speaking, due to the recent heavy-duty truck market by the road freight rates and the impact of the national six switch has been continued to be sluggish for a long time, January invoice sales and terminal sales are largely different, the first commercial vehicle network analysis believes that 95,400 vehicles sales are actually part of the dealers to cope with the next traditional sales season to prepare channels to prepare goods, the market has been "prepared", the peak season will come as promised?
Three companies sold more than 10,000 and Dayun ranked sixth in the monthly list with an advantage of 42 vehicles
January 2022 Heavy-duty truck (including chassis, tractor) market sales table (unit: unit)
As can be seen in the table above, the heavy-duty truck market in January 2022 fell by 48% year-on-year, a slight increase from December 2021 (-47%), and about 88,000 units sold less than in January last year. In January, the heavy-duty truck market has heavy trucks, Jiefang and Dongfeng three enterprises sales exceeded 10,000 vehicles, the number of monthly sales of 10,000 enterprises and last December is the same, the top two heavy trucks and Liberation sales are more than 20,000 vehicles, reaching 27,700 and 25,800 vehicles respectively, you know, the heavy truck market has not been sold more than 20,000 vehicles for 5 months. In January, the total share of the top ten companies in sales reached 98.57%, the total share of the top five companies reached 88.88%, and the total share of the top five in the industry was close to 90%, and the start performance was very strong.
From the perspective of growth, the top ten sales in January increased by 1 and fell by 9, due to the performance of various companies last year, most of the heavy-duty truck companies in January 2022 declined, and the decline reached double digits, but there were also many companies that fell less than 48% of the overall market, outperforming the market "market".
From the perspective of the industry pattern, the top ten members of the heavy-duty truck market in January 2022 are completely consistent with the top ten members at the end of last year, and the ranking is slightly different. Among them, the fastest "upper" is the 8th large-scale heavy-duty truck ranked 8th at the end of 2021, and the dayun grabbed the 6th place in the monthly list with a performance of 2549 vehicles in January 2022, it is worth mentioning that the sales volume of dayun in January was only 42 more than the 7th place of SAIC Hongyan, and the fierce competition in the heavy-duty truck industry can also be seen.
In January, the heavy-duty truck market handed over a report card of nearly 100,000 vehicles, although it failed to get a good start, but it was not easy for the market to have this performance for more than half a year. Next, due to the extremely high "same period sales" in the heavy truck market at the beginning of last year, especially in March and April, it will not be easy to achieve growth in the next few months. In 2022, how many months will the "first victory" of the heavy-duty truck market be?