China's heavy Truck sales totaled 1.17 million units in 2019, up 2 percent from 1.48 million a year earlier, setting a new record for heavy Truck sales in 2018, according to data released by the first commercial Vehicle network. Industry insiders believe that the cycle of recovery will continue, with the strengthening of over-regulation and the acceleration of guo3 replacement, the combination of the product structure changes brought by the New Deal of charging by axis and the growth of heavy Truck demand, the heavy truck market is expected to be flat or continue to grow in 2020. The year 2020 is still a big year for the heavy card market.
sales volume
According to the data released by the first commercial Vehicle network, the sales rank of heavy truck enterprises in 2019 has not changed much, with faw jiefang, dongfeng heavy truck, sinotruk, shaanxi heavy truck and other automobile enterprises still at the top. Looking back at the heavy card market in 2019, there were eight months of year-on-year sales growth in the whole year, especially the six months in the second half of the year.
Heavy card natural gas became a bright spot in the market in the first half of the year. The sixth emission regulation for gas-powered Vehicles will be implemented nationwide from July 1, 2019, two years earlier than for heavy-duty diesel vehicles. In the first half of 2019, dealers and users purchased the CNV heavy card in advance, which resulted in a blowout increase in the gas heavy card market in the first half of 2019, but indirectly led to a downturn in the CNV heavy card market in the second half of 2019.
The personage inside course of study thinks, from the third quarter of 2019 the late start, especially in large cities or regions of atmospheric pollution control pressure increase of the three car restrictions, the ban of enforcement, and incentives for advance eliminate three diesel truck fiscal subsidy policy, and the three countries in many areas and the following emissions from diesel truck set of fiscal subsidies amount decreasing rules, and the heavy card market for more stimulus. At the same time, each district continues to increase to the state highway short-haul overload management. These factors promote the heavy card market demand. In addition, as the Spring Festival of 2020 is earlier, the inventory and stock preparation time of heavy truck brand dealers will be advanced, which will promote the increase of vehicle orders of heavy truck enterprises in November and December of 2019.
The research report of huaxi securities pointed out that the semi-trailer Tractor will achieve rapid growth in 2019, and the steady logistics demand is the main reason supporting the heavy truck sales in the whole year to set a new record.
optimism
Recently, heavy truck head enterprises have released the 2020 sales plan. According to the sales targets released by major heavy truck companies, most of them are optimistic about the market in 2020.
Zhu qixin, general manager of faw jiefang, said the company will further consolidate its traditional business and lay out new energy in 2020. Build an intelligent ecosystem, and take smart vehicles as the carrier, smart ecology as the platform and smart driving force as the traction, to promote the transformation and upgrading of liberation, and disclose that the sales target of faw jiefang heavy trucks in 2020 is 300,000.
At the annual dealer conference in 2020, dongfeng commercial vehicle made clear that it would challenge the sales target of 220,000 vehicles of medium and heavy trucks in 2020. Sinotruk proposed to achieve three ldquo by 2025; Throughout 200000 &; The strategic target is to stabilize the domestic sales of heavy trucks at 200,000 units, the domestic sales of medium and light trucks at 200,000 units, and the sales of light commercial vehicles at 200,000 units. The company's 2020 reforms will extend to supply and sales across the board, with at least another 1,000 suppliers to be cut. Only 1, 000 to 1, 500 core suppliers will be retained by 2025, creating an agile and efficient supplier system.
Shaanxi auto heavy truck said at the 2020 business conference that the heavy truck market will still maintain stable operation in 2020, and the company will stick to the sales target of 180,000 vehicles, so as to achieve high-quality development in transformation and upgrading. The company pointed out that China three-car replacement is the biggest opportunity market in 2020 and the next three years, and the demand is more towards lightweight, electric, intelligent, netted, sharing. The company continues to strengthen the forward research and development concept, to complete the six product layout; Seize the market opportunities, give full play to the advantages of the whole industry chain.
prosperity is good
As for the forecast of heavy truck market in 2020, huaxi securities believes that the performance of highway freight volume and freight rate is stable, and logistics demand still has strong support for heavy truck sales in 2020. To be specific, thanks to the rapid development of express delivery, express and other industries, highway freight volume has maintained steady growth; Heavy-duty vehicles used for short-distance feeder transportation are the focus of the over-regulation, and the feeder transportation capacity has obvious gap, which is expected to be filled in 2020. Some trunk line capacity has been diverted, road freight prices hit bottom rebound, is expected to further enhance the enthusiasm for buying cars.
Zhongtai securities research report pointed out that the vehicle renewal demand is strong, adding the country's triple card elimination policy pull, the next two years will dominate the industry demand. At the same time, infrastructure is expected to rebound will boost the demand for heavy trucks, industry boom continued upward. Based on the natural service life of 8 years, the corresponding annual replacement demand is 1 million vehicles.
It is worth mentioning that, in the industry to maintain a higher prosperity of the environment, many enterprises, especially the head enterprises seize the opportunity, with their own advantages to the first layout, in low carbonization, information, intelligent, electric and other aspects to improve product quality and market competitiveness.
Taking intelligent driving as an example, the field of commercial vehicle is an important application scenario of intelligent driving technology. Industry insiders pointed out that smart formation, smart power matching, smart chassis and other technologies can effectively help drivers alleviate driving fatigue, improve driving safety, reduce operating costs. At the same time, help logistics companies to improve the comprehensive management of people, vehicles and goods, improve transport efficiency, higher economic value, easier to achieve commercial landing and popularization.
In September 2019, faw jiefang launched the world's first L2 commercial vehicle for intelligent driving in mass production. Faw liberation plan: by 2020, the L4 level intelligent car will be fully operated and launched in each scene in the restricted region; In 2023, it will fully realize commercial operation of highway L4 smart cars. In 2025, the L5 class intelligent vehicle will be operated in the open area under all working conditions.
Sinotruk also demonstrated its second-generation smart driving platform heavy truck at the 2020 business conference. It is understood that the second generation of smart sinotruk trucks integrated with lane departure warning, automatic front early warning, emergency braking, stop walking type adaptive cruise and lane keep assist senior driving auxiliary functions, such as vehicle can automatic speed, automatic braking and steering, implements the whole speed range, fixed driveway in L2 + automated driving function.
