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Huang Xiuri: Because our commercial vehicle itself is a very small part, we are also a very small part in the passenger car field, but I have more contact with the terminal market, and my feelings are very deep. From the visit of users last year to the situation of the first quarter of this year, it has a great influence on the sales decision for the country III. At present, I and other friends in the industry are talking about sales in the first half of the year have been very tight, sales are very large, many users are rushing to buy before the standard implementation is determined.
At present, users have three situations. One is a user with better conditions, and the country's policy is still relatively complete. The State III has a positive attitude, because the State III has requirements for environmental protection, so many companies are developing in this area, so Many companies have already done so. Therefore, they believe that they also accept the price hike in the first half of the year.
The second user has more wait and see. After this policy was implemented, what kind of result would be after July 1st, he was in the process of judging and watching. One is to increase this year’s plan to the first half of the year. After the introduction of the standard, they will increase their costs, including the related countermeasures on July 1. I have talked with them. Many people have mentioned that the country has set the standard to the State III. The depot and the government and OEMs are thinking about this policy. . The user is also considering whether there is such a possibility, issuing a permit for the State III, etc. Some companies think about various ways to July 1.
It is very stressful for us. One of us can't hold a luck and we must upgrade all our products. Secondly, this time I would like to hear what the real experts or government officials are implementing to the standard. In the end, what is the decisive result in the end? We are not lucky enough to go back and do the appropriate work.
At present, after the implementation cost of State III has increased, the impact on bus buses is still very large. The fares in various cities are determined by the government, and many people have almost no change. Now we must raise the price adjustment. First, the people do not agree, Beijing also To go down, the second is to pass the relevant procedures of the National People's Congress, so it is very difficult for the fare to move. After the fare is fixed, there is still a job. Now, in all cities, the government is also doing some work for the rural areas, including the handicapped, rural students are also offering discounts, free tickets, and increasing the cost of various companies, including oil products. With rising prices, the cost has also increased a lot. The survival of public vehicles in these few years has been very difficult. After the implementation of the public transport priority policy of the State Council at the local level, the policies are very different, there are also support, and there are great differences. For example, when Nanjing received subsidies from the Central Government, it was the central government that directly went to the enterprises. After they reached the company, the government took away the company’s money. Instead of subsidizing, the central government’s money was also taken away. Local subsidies are also in place, but subsidies vary widely. The continuous growth coupled with the end of last year up to now, without feeling after the implementation of the State III, just talked about the material increase caused by the price increase during this period. At present, we calculated that almost the cost increased by 8% or 9%, mainly in materials. Price increases. The increased cost has a significant impact on the user’s purchasing ability objectively, not because he wants it, but because it really affects his purchasing power, because the passenger car price is also 20,000-400,000, and the total factor cost adds up to 10 About % of them, the impact on them is great. We are all facing group cars. Each time the cost increases, it will have a great impact on them. Therefore, there will be a decline in the second half of the year. If the national policy is very firm, we must look at supporting policies in various places. There may be certain benefits.