The heavy-duty truck market has finally picked up.
According to the sales data provided by various heavy truck companies, in April this year, the mainland heavy truck market sold about 87,000 models of various types (billing statistics, including export and new energy vehicles), up 5% year-on-year, an increase of about 4,000 over the same period last year; in January ~ April this year, the cumulative sales of the domestic heavy truck market were 360,000 units, an increase of 11% year-on-year, and a net increase of 35,000 units over the same period last year.
01
4 car companies sold more than 10,000 vehicles per month
In the monthly sales "qualifying" of the heavy truck market, a total of 4 companies sold more than 10,000 vehicles per month. Among them, China National Heavy Duty Truck firmly occupies the top spot with a sales volume of about 24,000 units. In addition, the year-on-year growth rate of Dayun heavy truck, China National Heavy Duty Truck, and XCMG heavy truck outperformed the market market.
Specifically, in April, China National Heavy Duty Truck sold about 24,000 heavy trucks, a year-on-year increase of 13%, ranking first in the industry; 1~4 months, China National Heavy Duty Truck cumulative sales of about 100,600 vehicles, a year-on-year increase of 13%, market share of 28%. FAW Jiefang sold about 17,000 heavy trucks in April, a year-on-year increase of 1%, ranking second, and in January ~ April, FAW Jiefang sold a total of 76,200 vehicles, a year-on-year increase of 25%, with a market share of 21.2%. Shaanxi Automobile Group sold about 15,000 heavy trucks in April, a year-on-year increase of 9%, ranking third in monthly sales; 1~4 months, Shaanxi Automobile Group sold about 53,900 heavy trucks of various types, a year-on-year increase of 5%, and a market share of 15%. In April, Dongfeng Company (including Dongfeng Commercial Vehicle, Dongfeng Liuqi Chenglong, Dongfeng Huashen, etc.) sold about 11,000 heavy trucks, down 20% year-on-year, ranking fourth in the industry; 1~4 months, Dongfeng Company sold about 62,000 heavy trucks, a year-on-year increase of 10%, and the market share was 17.2%. Foton Motor (including Foton Daimler Automobile) sold about 8,000 heavy trucks in April, the same as the same sales volume in the same period last year, ranking fifth in the industry; In January ~ April, Foton Motor sold about 28,800 heavy trucks, a year-on-year decrease of 16%, and the market share was 8%.
In April, the cumulative sales of Dayun heavy trucks were 2,657, a year-on-year increase of 25%, ranking sixth; In 1~4 months, the cumulative sales of Dayun heavy trucks were 8,340, a year-on-year increase of 7%, and the market share was 2.3%. XCMG heavy trucks sold 1,700 vehicles in April, a year-on-year increase of 13%, ranking seventh; In 1~4 months, XCMG heavy trucks sold a total of 5,980 vehicles, a year-on-year increase of 12%, and a market share of 1.7%. JAC heavy trucks sold 1,400 vehicles in April, down 24% year-on-year, ranking eighth; In 1~4 months, the cumulative sales of JAC heavy trucks were 5,245, a year-on-year decrease of 19%, and the market share was 1.5%. In April, Beiben sold 1,150 heavy trucks, the same as the same period last year, ranking ninth; In 1~4 months, the cumulative sales of Beiben heavy trucks were 3,701 units, a year-on-year increase of 18%, and the market share was 1%. SAIC Hongyan sold 1,000 heavy trucks in April, down 1% year-on-year, ranking tenth; In 1~4 months, SAIC Hongyan sold a total of 2,955 heavy trucks, up 4% year-on-year, with a market share of 0.8%.
02
Natural gas and new energy heavy trucks have become an important dependence on the export market
In the view of industry insiders, the reason why the heavy truck market was able to stop falling and rebound in April was mainly due to the bright performance of the natural gas and new energy heavy truck market and the strong growth of the export market.
Since last year, the sales volume of natural gas heavy trucks has soared, leading the major segments. This year, with the further widening of the oil and gas price gap, the sales of natural gas heavy trucks have reached a new high, and the market share has also increased significantly. In April, the domestic sales of natural gas heavy trucks are expected to reach 27,000 units, a year-on-year increase of more than 170%, and the terminal market share is approaching 40%. At present, natural gas heavy trucks have become the biggest driving force for the growth of heavy truck sales.
"Nowadays, natural gas heavy trucks are favored by users around the world, in the context of the downturn in the road freight market and the decline in freight rates, natural gas heavy trucks can help truck drivers reduce costs and increase efficiency, and bring more benefits. Recently, in the face of significant oil and gas price differences, cardholders who run transportation around the country have 'abandoned oil for gas'. Liu Zhiwen, a heavy truck dealer in Henan, said.
At the same time as the natural gas heavy truck market is booming, the sales of new energy heavy trucks have also maintained rapid growth, and it is expected that the terminal sales will exceed 4,000 in April, a year-on-year increase of 75%, far exceeding the growth rate of the new energy passenger vehicle market in the same period. In January ~ April this year, the sales growth rate of new energy heavy trucks was 152%, 70%, 181% and 75% respectively, so far the market has achieved a year-on-year "15 consecutive increases".
In addition to the strong performance of the natural gas and new energy heavy truck market, the heavy truck export market also continued to improve. In April this year, heavy truck exports are expected to increase by about 5% year-on-year, in the context of the rapid decline in exports in the Russian market, the mainland's heavy truck exports can continue to maintain an overall year-on-year rise, it is not easy.
At present, China's heavy truck exports have changed from quantitative to qualitative changes, which is mainly due to two aspects: on the one hand, the "Belt and Road" initiative has led to the increase in the demand for infrastructure in the country, coupled with the release of a large number of rigid demand in the early stage of overseas markets, which has effectively promoted the growth of export sales of heavy trucks in the mainland; On the other hand, the depth and breadth of domestic independent brand truck enterprises are further expanding, and the layout of the supply chain and overseas service network has also continued to improve, helping the competitiveness of independent brands in the international market to continue to improve.
In addition, it is worth noting that the terminal sales of the heavy truck market in April were much higher than the invoicing sales. This is mainly due to the fact that major car companies stepped up production scheduling in the first quarter in order to meet market demand, resulting in high industry inventories. In the context of accelerating the digestion of inventory, although the domestic heavy truck terminal sales in April are expected to increase by about 25% year-on-year, the industry's invoicing sales only achieved a year-on-year increase of about 5%.
03
Whether the market will recover is still unknown
At the beginning of the second quarter of this year, the heavy truck market handed over a brilliant answer. So, will the market sales continue to increase in the next May?
In the interview, some heavy truck dealers said that from the current industry situation, heavy truck sales may decline to a certain extent in May. This is mainly due to the high inventory backlog in the industry, which poses a certain pressure on new car sales; At the same time, the road logistics market continues to be sluggish, and the growth momentum of the heavy truck market is slightly insufficient.
However, some industry insiders predict that in the second quarter of this year, the domestic heavy truck market is expected to usher in a recovery. On the one hand, driven by natural gas and new energy heavy trucks, the terminal sales of heavy trucks in May may achieve a certain growth; On the other hand, with the implementation of a new round of "trade-in" policy and the introduction of subsidy rules, it is expected to inject new vitality into the development of the heavy truck industry.
"'Trade-in' is an important starting point to promote automobile consumption. The introduction of the new policy is expected to accelerate the elimination and renewal of old diesel vehicles, stimulate the sales growth of the new car market, and activate the replacement demand of the heavy truck market. The relevant person in charge of a heavy truck company said.
Text: Li Yanan Editor: Sun Weichuan Layout: Wang Kun
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