In 2021, the bus market achieved "8 consecutive increases" in sales in the first 8 months, and the annual sales volume increased by 13% year-on-year compared with 2020, and in fact, not all market segments can "share" the growth of the bus market, and the large bus market has only tasted growth in February and March, and the annual sales volume has dropped by 15% year-on-year.
In 2022, how will the big customer market perform?
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 bus market (including non-complete vehicles) sold 30,500 vehicles, down 43% month-on-month, down 16% year-on-year, and both production and sales fell by double digits. Although the bus market as a whole declined, there were also segments that gained "opening red", with large buses selling 2706 units in January, an increase of 10% year-on-year, becoming the only segment of the bus market to achieve growth in January. In January, the sales of 2,706 large buses accounted for 8.88% of the sales volume of the entire bus market in January.
Looking at the sales volume and growth trend of large buses in January in the past five years, it can be seen that the large bus market in January in the past five years has come out of a trend of increasing-increasing-decreasing-decreasing-increasing, and the start of 6162 vehicles in January 2019 is the best january performance in the past five years. In 2020 and 2022, the large passenger market for two consecutive years began with a double-digit decline, and the large passenger market in January 2022 once again gained a "good start", and the performance of 2706 vehicles in the large passenger market in January this year was still at a low level in the past 5 years, less than half of the sales volume in January 2019, but it also sold more than 200 vehicles than in January last year.
January 2022 large bus market sales table (unit: unit)
As can be seen in the above table, the large bus market in January increased by 10% year-on-year, specific to the top ten companies in January sales, 6 increases and 4 declines: Foton Motor, Suzhou Jinlong, CRRC Electric, BYD and Yaxing Bus enterprises in January increased by 1950%, 8%, 52%, 42% and 141% respectively year-on-year, and The Yellow Sea Bus was a net growth; 3 of the 4 companies that fell fell to double digits, and the sales of the most serious decline companies fell by 23% in January.
From the perspective of market share, the total share of the top ten sales companies in January reached 90.32%, the total share of the top five companies reached 70.95%, and the five companies shared more than 70% of the market, of which the first yutong bus in January reached 29.34% of the large passenger market, and one company almost ate 30% of the large passenger market in January.
In January, no company in the large bus market sold more than 1,000 vehicles, and the sales of companies outside the top 7 did not break through 100, although it achieved growth in the first month of 2022, but the prospects for the large bus market that achieved growth in only two months in 2021 are still worrying this year.