In March, the mainland heavy-duty truck market suffered a "cold winter", and various heavy-duty truck brands declined to varying degrees. So, in the past March and the first quarter, what is the market situation of Hebei heavy trucks as a major logistics province?
Without an investigation, there is no voice. In response to these problems, first commercial vehicle network survey interviewed some heavy truck dealers in Hebei Province to hear their views on the trend of the heavy truck market in March and the second quarter.
Entering the "cold winter" Hebei heavy truck market has fallen sharply
"After the Winter Olympics, the two sessions, the two sessions, the epidemic situation." In March, there was such a smooth saying among Hebei heavy-duty truck dealers, which can be said to truly reflect the "dilemma" they are currently facing.
Through the investigation and interview, it was learned that from the sales of several mainstream heavy-duty truck dealers in Hebei, in March and even in the first quarter of this year, the heavy-duty truck market situation in Shijiazhuang, Baoding, Cangzhou, Tangshan, Qinhuangdao and Xingtai was very poor, and a small number of dealers even almost "shaved their heads".
Wang Hai, sales manager of Baoding Tengpan Automobile Co., Ltd. (hereinafter referred to as "Tengpan Automobile"), located in Baoding, Hebei Province, said: "In March this year, our heavy-duty truck sales were very bad, and it fell sharply year-on-year. You know, in March last year, our company sold 300 heavy-duty trucks, more than the total sales in the first quarter of this year. Now the epidemic is serious again. Now, I am not optimistic about the sales of heavy trucks in the first half of this year. ”
Baoding Lianrun Automobile Trading Co., Ltd. (hereinafter referred to as "Lianrun Automobile"), which is also located in Baoding, is no different from Tengpan Automobile. Li Li, head of the company, said: "Recently, we have not had many customers to see the car. In March this year, the sales volume of heavy-duty trucks was much worse than last year, and the local logistics market was also very poor, and many customers bought cars for less than a year and planned to sell them at compensation. ”
Li Bo, head of Zhongbang Automobile Trading Co., Ltd. (hereinafter referred to as "Zhongbang Automobile") in Cangzhou, Hebei Province, said: "March is the traditional peak season every year, which is a good time to sell cars. But in March this year, our sales were very poor, the company only sold 3 vehicles, and last year could not be compared at all. Cangzhou heavy-duty truck users are mainly pulling coal, due to environmental protection, epidemic and other reasons, users have no work at all. The freight market does not make money, what other cars to buy? ”
Wang Cang, sales manager of Tangshan Dongmao Automobile Sales Service Co., Ltd. (hereinafter referred to as "Dongmao Automobile"), talked about the sales of heavy trucks in March this year, which was also a bitter stomach. "Compared with last year, sales in March this year are simply a cliff-like decline, almost zero. Last year's sales have been very good, and in March, more than 80 heavy trucks were sold. This year, the first steel production is limited, coupled with the lockdown of Tangshan, it is simply worse for the Tangshan heavy-duty truck market. I expect that the sales volume of heavy-duty truck 4S stores in Tangshan City is not very optimistic at present. ”
Li Cheng, the person in charge of Tangshan Chengyuan Automobile Sales Co., Ltd. (hereinafter referred to as "Chengyuan Automobile"), also verified Wang Cang's statement. "Due to factors such as lockdowns and high oil prices, our company's sales in March and even the first quarter were indeed far worse than last year. This year, the target sales volume of Chengyuan Automobile is 650 vehicles, which is a bit difficult to complete at present, and the market in the second half of the year can only take one step at a time. Li Chengru said.
Qinhuangdao, another city in Hebei, is also facing the same lockdown dilemma as Tangshan. Liu Yuan, sales manager of Qinhuangdao Chiyun Automobile Trading Co., Ltd. (hereinafter referred to as "Chiyun Automobile"), said: "In the first quarter of this year, the company's sales volume was very poor. Before the Beijing Winter Olympics, in order to protect the environment, surrounding cities required limited production and quantity. Qinhuangdao heavy truck users mainly transport sand, gravel, crops and other goods, and face the dilemma of no goods to pull. In January and February, there were almost no cars sold, and in March, the epidemic recurred, and our company's heavy-duty truck sales in the first quarter were only 11, down sharply compared with last year. She also said that since the end of March, Qinhuangdao has been locked down because of the epidemic, and she does not know when to unseal, and the subsequent sales do not know where to start.
Compared with these anxious dealers in the above areas, although the sales of heavy truck dealers in Shijiazhuang and Xingtai have also declined, the situation is relatively not so bad due to the small impact of the epidemic.
Meng Jie, sales manager of Xingtai Chenyang Lianzhong Automobile Trading Co., Ltd., said that although there was a decline compared with last year in March this year, sales were OK, with more than 30 heavy trucks sold. Tian, manager of Hebei Sanhang Automobile Trading Co., Ltd. (hereinafter referred to as Hebei Sanhang), who is also in Xingtai, said that in March, the company's heavy-duty truck sales were very bad, down from last year.
Among the dealers interviewed, Hebei Huixingyuan Automobile Trading Co., Ltd. (hereinafter referred to as "Huixingyuan Automobile") in Shijiazhuang is the one with the best results. In March, Huixingyuan Automobile sold nearly 100 heavy trucks. But sales manager Zhang Wu was not satisfied with this result. He said helplessly: "The peak season is not booming, and sales in March this year have fallen sharply compared with last year." Shijiazhuang heavy truck market is the largest in the province, and selling more than 100 vehicles in the peak season is not much at all. ”
The peak season is not strong Under the epidemic, dealers have no way to do anything
When it comes to the reasons why the heavy-duty truck market is not in the peak season this year, the statements of heavy-duty truck dealers across Hebei are surprisingly consistent.
Wang Cang of Dongmao Automobile is really helpless about the current situation of the heavy truck market. "The market demand for heavy trucks in Tangshan is relatively single, most of which are linked to heavy industry enterprises, such as sand and gravel, steel mills and steel mills related to chain logistics supply, so 90% of Tangshan's users are transporting steel." At present, the entire Tangshan City is firmly grasping environmental protection, and the steel mill has limited production by 70%, resulting in truck drivers having no goods to pull, of course, there is no demand for buying cars. Coupled with the fact that Tangshan is now locked down due to the epidemic, we can't even go downstairs, and there is nothing we can do to promote it. ”
Tian Manager of Hebei Sanhang said: "The current poor sales of the epidemic is definitely the main reason. Taking Xingtai as an example, due to the epidemic situation, the Xingtai expressway is strictly closed, and there must be 12 hours of nucleic acid and no visit to the epidemic area to enter and exit, so that the users of the following county towns will not come, and we will naturally lack a large number of customers. Coupled with the fact that the price of oil is too high now, the previous diesel 5.8 yuan, now it has risen to 8 yuan, but the freight has not risen, the driver can not earn money, certainly will not buy a car. ”
For the view of Manager Tian, Li Bo of Zhongbang Automobile deeply agrees. He said: "The big car needs to run across the country, and once there is space contact with the new crown patient, it will be isolated, and now many of my customers are sealed at home." Even if you can run outside, many factories can't get in because of the epidemic. Coupled with the high oil price and low freight now, running bulk goods does not make money. This situation allows the driver of the big car to do what to do, buy a car and can't even pay off the loan. ”
Li Li of Lianrun Automobile said: "The cities in Hebei Province are located around Beijing, and the convening of the two sessions and the Winter Olympics have put forward higher requirements for environmental protection, heavy industry factories are required to limit production and limit quantities, and large truck drivers have no live to pull." Now the market is also very chaotic, no matter how low the freight is, the driver of the big car is working hard, and the loan cannot be repaid. Some people are reluctant to lose money and can only sell cars to stop losses. So now the demand for customers to buy a car is very low. ”
Factors such as the epidemic and high oil prices are not optimistic about this year's market
Perhaps because the overall market in March was "too tragic", almost all dealers felt that the heavy-duty truck market throughout this year was "not optimistic".
In this regard, Wang Cang of Dongmao Automobile believes that the "situation" of this year's heavy truck market will not be too good. "The current situation is that the state is vigorously promoting the realization of the 'double carbon' goal and the development of new energy vehicles." However, from the perspective of cars on the market, the battery technology of new energy heavy trucks cannot keep up, the gas price of natural gas heavy trucks is too high, it has reached more than 8 pieces, almost no users buy, and the emission standards of national six diesel heavy trucks are relatively high. Therefore, some customers would rather wait than risk buying a car, and this year's heavy truck sales can be imagined. However, he feels that the market is not completely free of turnarounds. He said: "If there is a change in national policies, such as vigorously carrying out infrastructure projects to stimulate domestic demand, the sales of heavy trucks are still expected to grow." ”
Wang Hai of Tengpan Automobile also said that sales in the heavy-duty truck market will definitely decline this year. "In the past few years, the heavy-duty truck market was too good, equivalent to overdrafting the sales of heavy-duty trucks in the following years, and now the heavy-duty truck market is relatively saturated." Coupled with the bad market, some drivers sell cars at a loss, and the second-hand car market is also close to saturation. I expect that heavy-duty truck sales will definitely decline sharply throughout this year. ”
For the final trend of this year's heavy-duty truck market, Tian Manager of Hebei Sanhang bluntly said that he was very confused. "I'm very uncertain about the situation this year. If the epidemic can be controlled, express delivery, coal, chemical and other industries can operate normally, and the market will still have hope to pick up in the second half of the year. However, if the epidemic is still so repeated, oil prices remain high, this year's heavy truck market is probably like this, and a sharp decline cannot be avoided. ”
epilogue
As can be seen from the above Hebei heavy-duty truck dealers, the epidemic containment, the small supply of goods, the high oil price, and the low freight rate are undoubtedly the main factors in the decline of the heavy-duty truck market in Hebei. These nearly "unsolvable" problems plague Hebei heavy-duty truck dealers and users, when will the market be able to restore normal supply relations, can Hebei dealers afford to wait?