According to relevant data, the production and sales in the domestic heavy truck market declined from January to June today. As the troika in the domestic heavy truck market, Dongfeng, FAW, and CNHTC have different market performances, among which the sales of Dongfeng heavy trucks continue to increase and the sales volume of FAW Jiefang declines most significantly. .

Dongfeng Tianlong sales continue to rise, terminal sales prices should be resolved in a timely manner

By the end of May this year, Dongfeng Tianlong sales have exceeded 240,000 vehicles. Thanks to the continuous increase in sales of Tianlong, Dongfeng Heavy Truck ranked first in the industry in the first half of this year. Dongfeng Tianlong's gains to Dongfeng Commercial Vehicle Company are far more than its contribution to sales. The growth of Tianlong also promoted the process reengineering of Dongfeng Commercial Vehicle's full value chain. Prior to the listing of Tianlong, the domestic medium-heavy truck market has seen a significant development trend toward large tonnage. Dongfeng Commercial Vehicle launched “Dongfeng Tianlong” in response to this market trend and became the “killer” for Dongfeng Limited to launch a commercial vehicle market. It changed the situation of Dongfeng’s commercial vehicle shortage and strategically entered the heavy tonnage heavy truck market, further consolidating it. And expand its leading position in China's commercial vehicle market. Dongfeng Tianlong has now covered 3 categories, 11 series and 51 models with a power of 260-420 horsepower.

Although celebrity products such as Dongfeng Tianlong promote sales, the declining trend of the tractor market this year is still unable to make full use of its advantages. Fortunately, in-depth exploration of other models has enabled Dongfeng to maintain its leading position in the market in the first half of the year. “The best sales in the same period last year were tractors, which were lining up to buy. The situation in the first half of this year was too far compared to the same period of last year. The towing vehicle market had not been overheated. It was greatly affected by national policies. Now, with high oil prices and high tolls on the bridges, tractors are losing money when they run transportation.To this end, we vigorously tap potential blocks, such as flat-panel short-distance trucks.This year, we mainly sell 6 to 9 meters of medium and heavy-duty flatbed trucks. Short-distance city logistics. Dongfeng is also launching low-priced products and seizing the advantage market of FAW in the past.” Dongfeng dealer Mr. Li told the reporter: “Manufacturers’ sources stated that the sales volume of Dongfeng heavy-duty trucks in the first half of the year increased significantly. The sales of tractors have declined, but the decline has been smaller than that of FAW and CNHTC.” Although Dongfeng has adjusted the layout in the past few years, it has increased the number of dump trucks, but it is still slightly inferior to heavy trucks. At the same time that sales volume is ranked first, Dongfeng’s problems in terminal sales are still due to Dongfeng’s attention. For example, “The price of Dongfeng's products is upside down is very serious, which means that the distributors give the rebates to the users. Not enough, but also continue to lower product prices, and now this rate reached 10,000 yuan." Dongfeng dealer Xu told reporters.

Structural adjustment, improper layout, FAW heavy truck sales decline in the first half

In the first half of the year, FAW's sales volume fell by more than 30% year-on-year, making it the most declining company in the first tier. In January and June of 2010, FAW sold 132,199 heavy-duty trucks with J6 and Liberated J5 as the main products. At the same time, FAW Liberated 147,000 medium- and heavy-duty trucks, and its sales increased by 135%. This situation has continued until the beginning of this year. However, with the introduction of relevant policies in our family, the rise in fuel prices did not last long. According to a dealer from FAW, “In the first half of the year, the liberation of tractors was not good, and the sales of dump trucks have not kept up with the level of the entire market. Trucks have always been a strong force of liberation, but this year they have been driven by Dongfeng and Europe. Man and JAC took away part of the market, because the replacement of liberation trucks did not keep pace with the industry, no matter how it was configured, appearance, and announcements, there was not much change and competitiveness, while other manufacturers such as Dongfeng, Auman, In recent years, Jianghuai and others have upgraded their trucks and introduced new products, with tractors, dump trucks, and trucks falling in the same order (mostly downtrucks are tractors and trucks). In the first half of the year, the liberation of sales fell sharply."

The unreasonable layout of the liberated areas is one of the reasons for their sales. “The liberation of FAW is better in the eastern region, while the west is its traditional weak market, because Changchun is far away from the west, and the dealership funds and capabilities of FAW Liberation West are weak. In recent years, with the promotion of the J6 market, Agents are also growing up, but they are too thin and slow to grow.With the advancement of the country’s western development, the demand in the western region is very large, and the weakness of FAW's liberation in the western region is a large decline in sales. An important reason,” said industry analysts.

In addition to regional distribution, the structural adjustment has a great influence on the liberation of FAW. The oil price and driver’s salary are rising, but the freight rate has not risen. Therefore, the current logistics costs are relatively high, leading to a slowdown in the demand for car purchases and the use of vehicles for the entire logistics industry. Demand is declining, and many of FAW's liberation forces are road vehicles used for logistics. As a result, the impact of the drastic drop in the tractor market caused by FAW's liberation was down 34% year-on-year. As for engineering vehicles, the demand for construction vehicles for national infrastructure vehicles is rigid, which is precisely the shortcoming of liberation. This also shows that the product structure of FAW's liberation is not yet very good.

Heavy truck tractor market will take a long time, the impact of dump truck policy

Compared with Dongfeng Automobile and FAW Jiefang, the road tractors of China National Heavy Duty Truck Co., Ltd. have always been the shortcomings of its development. The decline in the sales of heavy trucks is mainly on the tractors. In the first half of the year, A7 performed poorly. Taking Inner Mongolia as an example, the logistics market has been sluggish throughout the first half of this year, causing the tractor market to decline. We sell 5.6 meters and 5.8 meters dump trucks. This situation is also understandable, compared to the Dongfeng Tianlong listed in 2006 and gradually opened the market in the second half of 2007, FAW Liberation J6 is also gradually working with the market for a period of time and gradually gain user acceptance. The heavy-duty truck A7 that had just been out for a short time also needed a certain period of time for the market to run through. In terms of dump trucks, in order to increase the production capacity of heavy-duty trucks, it is possible to minimize the time for users to buy a car to pick up the car in the case of an existing conversion network. However, some unfavorable news has somewhat reduced the sales volume of heavy vehicles since the beginning of this year, such as large inventories have not been digested, and 500 million yuan in deposits have been involved in the fraud of Qilu Bank.

It is reported that in the "Twelfth Five-Year Plan" of China National Heavy Duty Truck, it is pointed out that it is necessary to build the enterprise into a large-scale commercial vehicle enterprise group with international influence. By the end of the "Twelfth Five-Year Plan", the sales income should reach 200 billion Yuan.



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