In the domestic heavy-duty truck market, March has always been the peak sales season with high hopes, in March this year, the overall sales volume of the mainland heavy-duty truck market was 76,000 units, an increase of 28.7% from February, but compared with 230,000 units in March last year, it fell by 66.6%, that is, less than one-third of last year. Under the pattern of "three consecutive declines" from January to March, the cumulative sales of domestic heavy-duty trucks in the first quarter were 232,000 units, a decrease of 300,000 vehicles compared with 531,000 units in the same period last year, a year-on-year decline of 56.3%, while Sinotruk won the "sales championship" with a brilliant performance of 55,000 vehicles, outperforming the market.
The era of industry downturn and steady progress has come
In July 2021, after the full implementation of the National VI emission regulations, the overall monthly sales volume of the heavy-duty truck industry declined, and the total sales volume of 1.395 million vehicles in 2021 was 13.8% lower than that of 1.619 million vehicles in 2020, and some insiders even made a pessimistic forecast that the annual sales of domestic heavy-duty trucks in 2022 would be less than 1 million. Under the downward trend of the industry as a whole, if you want to rise against the trend, both stable and fast, we may wish to watch the championship advanced journey of China National Heavy Duty Truck.
In the second half of last year, after winning the five-month sales championship in a row, Sinotruk sat in the second place in the industry with a cumulative sales volume of 286,400 vehicles throughout the year, with a market share of more than 20%, an increase of 2 percentage points year-on-year, and the first place in the industry. In the first quarter of this year, Sinotruk withstood the global economic downturn, repeated epidemics, high oil prices, more vehicles and less goods and other unfavorable factors, with 55,000 heavy truck sales, achieved the peak of sales in the first quarter, and the market share expanded by 6.9 percentage points compared with the same period last year, increasing to 23.7%, and the share increased the most. You know, the strength of the industry's leading enterprises can not be underestimated, under the fierce competition, even if the market share is increased by 1%, it is necessary for the enterprise to make a huge breakthrough.
It is understood that in the first quarter, Sinotruk put on the market shandeka C9H and Howo MAX light luxury version, the listing of each new product caused a lot of "movement" in the truck circle; at the moment when customers are paying more and more attention to the whole operation life cycle, Sinotruk's "relatives service" also greatly caters to the operational needs of customers. The contrarian rise in sales of Sinotruk corresponds to the phrase "there is no certain good industry, but there are certain good enterprises." ”
A number of positive release market opportunities to good
Although the heavy-duty truck market in 2022 did not start well, it is still a fact that the month-on-month improvement is still a fact. In the case of Sinotruk, sales of 15,300 units in March rose 27.5% month-on-month from 12,000 units in February.
In January and February, new infrastructure projects were announced successively, which is expected to gradually spread to the heavy-duty truck market in the second half of the year; on April 10, the release of the "Opinions of the CPC Central Committee and the State Council on Accelerating the Construction of a Unified National Large Market" will also be conducive to the sales and delivery of products in the automotive industry; the effective control of the epidemic situation in various places continues to improve, which has promoted the process of resuming work and production in various places, and with the increase in demand for transportation capacity, it will also inject vitality into the heavy-duty truck market. The successive release of a number of positives at different levels is believed to bring good opportunities to the stop and rebound of the heavy truck market in the second half of the year.
There are still 8 months left in 2022, leaving enough time for major heavy-duty truck companies, out of the dismal haze of the first quarter, what kind of pattern changes will the heavy-duty truck market usher in? In the second quarter, we came to see the difference.
（CIS）