According to the latest statistics from the China Association of Automobile Manufacturers, in June, the sales and sales of commercial vehicles showed a significant decrease, but the commercial vehicle market in the first half of the year still maintained steady growth. In June, the production and sales volume of commercial vehicles was 229,200 units and 248,400 units respectively, representing a year-on-year decrease of 12.77% and 8.29%, and a year-on-year increase of 13.19% and 15.58% respectively. The sales-to-sales rate was 108.38%. The production and sales of semitrailer tractors were 20,300 units and 20,800 units, a decrease of 12.68% and 17.38% month-on-month, and an increase of 43.08% and 34.41% year-on-year; the production and sales of trucks were 139,200 units and 145,000 units, which was a decrease of 13.0% and 8.35% from the previous period and a year-on-year increase. 15.92% and 13.20%; The production and sales of non-integrated trucks were 39,100 units and 49,600 units, representing a month-on-month decrease of 17.94% and 8.55%. Compared with the same period of last year, the output decreased by 0.74% and the sales volume increased by 14.32%.
From the commercial vehicle market in the first half of the year, the overall performance of commercial vehicles is still higher than the industry level. From the perspective of monthly production and sales changes, the overall production and sales in the second quarter were not as good as in the first quarter, and the number of production and sales in March reached the highest value in the first half of the year. In the first half of this year, commercial vehicles produced and sold 1.546 million vehicles and 1,573,200 vehicles, an increase of 18.48% and 21.89% year-on-year, an increase of 1.77 percentage points and 3.46 percentage points higher than the industry. Among the major varieties of commercial vehicles, the increase in semi-trailer tractors still ranks first, followed by non-integrated trucks and trucks.
In the first half of the year, the demand for semi-trailer tractors continued to grow at a significant rate, with the performance of key companies being particularly prominent. In the first half of the year, semi-trailer tractors sold 134,000 vehicles and 138,400 vehicles, a year-on-year increase of 40.53% and 47.58%. Among the main varieties of semi-trailer tractors, the 25 ton series of quasi-trailer trailers with a total mass of ≤40 tons has the highest market share and the highest increase in the number of semi-trailer models. In the first half of the year, the series sold 120,800 units, an increase of 56.50% year-on-year. , accounting for 87% of the total sales of semi-trailer tractors; the series of quasi trailers with a total mass of >40 tons ranks second, with a total sales of 17,400, an increase of 12.77% year-on-year; by comparison, the total weight of semi-trailer trailers is ≤25 tons. The demand in the serial market has shrunk significantly. Only 186 units were sold, a year-on-year decrease of 83.95%. Judging from the semi-trailer manufacturers, FAW, Dongfeng, Shaanxi Automobile, Beiqi Foton and CNHTC performed well. In the first half of the year, the above-mentioned five companies sold a total of 121,100 vehicles, accounting for 93% of the total sales of semi-trailer tractors (the monthly sales of semi-trailer in the first half of 2008 and its year-on-year comparison are shown in Table 1).
In the first half of the year, the freight market continued to show a good momentum of development, and heavy truck performance remained outstanding. Due to the further implementation of weight-based charging policies, coal, electricity, and oil transportation have further increased. Consumers are expected to increase the cost of buying cars after the implementation of the third-half environmental protection regulations in the second half of the year. Therefore, the first half of the year is the market of goods vehicles (including non-completed vehicles). Overall, it still continues the momentum of rapid growth. In the first half of this year, the production and sales of trucks were 933,700 units and 946,600 units, an increase of 17.57% and 19.28% year-on-year; the production and sales of non-integrated trucks were 295,300 units and 301,000 vehicles, an increase of 17.12% and 26.08% year-on-year. Among the major types of trucks (excluding non-integrated vehicles), except for the series of 8 tons of total quality ≤ 10 tons and total mass of 32 tons, the other varieties showed a different degree of growth. Among them, the increase in the size of heavy goods vehicles of more than 14 tons was even greater. Obviously, in the main varieties of non-integrated trucks, the heavy-duty truck chassis market demand remains strong. In the first half of the year, from the perspective of the market performance of truck companies, the degree of concentration continued to maintain a high level, and key enterprises such as Dongfeng, CNHTC, FAW, Shaanxi Auto, Foton, Jianghuai and other industries all performed well.
It is worth mentioning that the export momentum of commercial auto companies is still strong. In the first half of the year, commercial vehicles exported a total of 157,400 vehicles, an increase of 41.04% year-on-year.
Heavy truck performance still stands out
In June, the national monthly output of heavy-duty trucks (including semi-trailer tractors and non-integrated vehicles) was 48,800, an increase of 23.32% year-on-year and sales of 59,100 units, a year-on-year increase of 29.06%; compared with May, the output of heavy trucks decreased by 24.79%. , sales fell 17.66%.
In June, in the heavy-duty truck sales market, 187 heavy-duty trucks with total mass of >32 tons were sold, an increase of 37.50% year-on-year; 5,133 units of heavy-duty trucks with 19 tons of total quality ≤ 26 tons were sold, an increase of 18.63% year-on-year; 14 The total sales of quasi-heavy trucks in the range of tons<total mass ≤19 tons were 2041, an increase of 157.05% year-on-year.
In the first half of the year, the cumulative production of heavy trucks (including semi-trailer tractors and non-integrated vehicles) was 371,600, a cumulative increase of 39.79% year-on-year; cumulative sales were 380,100, a cumulative increase of 48.38% year-on-year.
In the first half of the year, in the heavy truck sales market, the total mass of heavy-duty trucks with a total mass of >32 tons sold 820 units, a year-on-year decrease of 30.21%; the total sales of 19 tons of heavy trucks with a total quality of ≤ 26 tons ranged to 32,700 units, a year-on-year accumulation. The cumulative sales volume of 45.41%; 14 tons of total heavy-duty trucks with a total quality of ≤ 19 tons ranged to 10,600 units, a cumulative increase of 141.58% year-on-year.
From the cumulative sales ranking for heavy trucks (including semi-trailer tractors and non-integrated vehicles) from January to June, the top three companies were: FAW, Dongfeng, and Sinotruk, with sales of 86,700 units and 7.94 respectively. Millions of vehicles and 69,600 vehicles were cumulatively up 17.19%, 3.11%, and 23.91% year-on-year (including semi-trailers and non-integrated vehicles). Four to six companies are: Shaanxi 43,400 vehicles, 37,100 Beiqi Foton and 17,500 SAIC Iveco Hongyan.
The card is growing at a moderate temperature
In June, China National Card (including non-integrated vehicles) produced a total of 19,700 vehicles, an increase of 0.58% year-on-year; sales were 23,500, an increase of 15.89% year-on-year. Compared with May, production fell by 6.13%, and sales rose by 0.87%.
In June, based on the China Card Market, the total sales of 12-ton vehicles with a total mass of ≤14 tons were 935 units, a year-on-year increase of 55.06%; the total sales volume of 8 tons with a total quality of ≤10 tons was 1989. , a year-on-year decrease of 24.08%.
In the first half of the year, the cumulative production of China National Card (including non-integrated vehicles) was 130,400 units, a cumulative increase of 3.45% year-on-year; cumulative sales were 318,800 units, a year-on-year cumulative increase of 7.00%.
In the first half of the year, from the China Card segment, the cumulative sales of 12 tons of total trucks in the total mass of ≤ 14 tons ranged from 60.6 units in the previous year, a cumulative increase of 100.66% year-on-year; 8 tons of total vehicles in the total quality ≤ 10 tons range were accumulated. Sales of 15,200 vehicles, a cumulative decrease of 13.01% year-on-year.
From the cumulative sales rankings of China Card (including incomplete vehicles) manufacturing companies for the first six months, the top three companies are: Dongfeng, FAW, and Chengdu Trump; sales are: 40,400, 33,500, and 11,500 The year-on-year cumulative increase of 9.26%, -2.19% and 3.61%. Four to six companies are: 8,576 Sichuan Nanjun, 8846 JAC, and 5288 Shaanxi Auto. (Annex 4) The light and micro-card markets have gradually become stable
In June, China's light and micro-cards (including non-integrated vehicles) produced a total of 100,400 vehicles and 29,800 vehicles, an increase of 19.38% and 5.10% year-on-year, and sold 102,600 vehicles and 30,200 vehicles, an increase of 14.27% and -0.81% year-on-year.
In June, from the light truck segment market, the sales of light trucks totaled 151,000 vehicles with 4.5 tons of total quality ≤ 6 tons, an increase of 62.20% year-on-year; and sales of light trucks with total sales of 51,900 units were within the total range of 1.8 7.52% increase.
In the first half of the year, China’s light and micro-cards (including non-integrated vehicles) produced a total of 671,100 vehicles and 187,000 vehicles, a cumulative increase of 16.31% and 10.06% year-on-year; accumulated sales of 685,200 vehicles and 1,890,000 vehicles, a cumulative increase of 19.56% and 8.54 year-on-year %.
In the first half of the year, from the light truck segment market, cumulative sales of 4.5 tons of light trucks totaled less than 6 tons, totaling 81,800 units, a year-on-year increase of 17.96%, and sales of light trucks totaling 3.84 tons in the total mass of 3.5 tons. Ten thousand vehicles, a cumulative increase of 22.84% year-on-year.
From the accumulated sales rankings of light trucks (including non-integral vehicles) from January to June, the top three companies were: Beiqi Foton 20,005, Dongfeng 85,100 and Jianghuai 68,500, a cumulative increase of 18.19% year-on-year. 28.37% and 25.24%. Four to six companies are: 37,900 FAW, 36,600 in Shandong Kama and 35,700 in Jiangling. (Supplementary Table 5) The top three microcable companies were: 50,300 in Changan, 33,100 in SAIC-GM-Wuling and 23,900 in Chongqing, with a cumulative increase of 16.72%, 2.69%, and 1965.74% year-on-year. Four to six companies: Hafei 18,600, Gold Cup 15,200 and Dongfeng 12,300.
Although the production and sales of commercial vehicles and economic efficiency have maintained a steady growth in the first half of the year, the China Automotive Association believes that as the price of raw materials such as steel continues to rise, the full implementation of the country’s three emission regulations and rising oil prices will increase vehicle costs and other uncertainties. In the second half of the year, the overall development of the commercial vehicle market will be more severe. According to CAFA's forecast, the total production and sales volume of commercial vehicles in the second half of the year may be basically the same as or slightly lower than the first half of the year.
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