A few days ago, China Automobile Association released 2012 automobile production and sales data. In 2012, automobile production and sales amounted to 19.2718 million units and 19.3406 million units, which represented a year-on-year increase of 4.63% and 4.33%, respectively. The annual production and sales data once again set a new global record, ranking first in the world for four consecutive years. However, we noticed that commercial vehicles produced and sold 3.8471 million vehicles and 3.1821 million vehicles, which fell 4.71% and 5.49% year-on-year. For the second year in a row, the industry-wide decline in data, I believe that the majority of practitioners, although the mood is not the same as the decline in data, but it is definitely not rising. Hongyan heavy truck At the beginning of the slide, all parties were hot and cold. Hometextile Machinery For Funiture pillow pressing machine kunshan haijin machinery co.,ltd , https://www.haijinmachinery.com
　
After experiencing the “bull market†in 2010, the commercial vehicle industry has become the focus of attention of all parties, but at that time, all parties concerned were concerned with new vehicles, volume, and scale (including production capacity, sales network, etc.). Even in the context of the industry's forecast that there will be a decline in sales in 2011, at the Beijing Auto Show held that year, there was still a high-profile commercial vehicle "New Army." However, people soon discovered that the addition of the “New Army†was not an intrepid agent for the development of the industry, nor was it a barometer for the industry to flourish. This was just a matter of time for the company to “get out of timeâ€. According to the data from the China Automobile Association, commercial vehicles produced and sold 3.936 million vehicles and 4.0327 million vehicles, down 9.94% and 6.31% year-on-year. In fact, this situation has been predicted by many practitioners as early as the beginning of 2011, but at the time, the mentality of all parties was trying to win a shrinking bottle in the context of a downturn. "Emotional investment" - just "full of commitment."
By the end of 2011, all parties’ forecasts for 2012 were still declining. After one year of “bear market,†everyone shifted their focus from sales to after-sales services. All the manufacturers have held after-sales service skills competitions, and propaganda slogans and promotion directions are all "hard-working skills." The reporter believes that in the context of the downturn of the entire industry, all parties can calm down and strengthen the development focus of the commercial vehicle industry - after-sales service is a good thing. However, after two years of cultivation, the effectiveness of each "internal strength" needs to be tested in the future development process.
Increased media attention but more attention to related industries
The commercial vehicle industry, which is a barometer of national economic development, has not received much attention, and commercial vehicle news that can enter the public view is mostly truck accidents. Entering 2012, the logistics industry's “difficultiesâ€, overloaded overloading of large trucks, long-distance bus accidents, school bus safety, and emission standards have become the focus of media attention. These are all areas of sales in the commercial vehicle industry. However, it is the “high-strength concern†in these areas that has adversely affected the development of the commercial vehicle industry. The truck manufacturers have enhanced the lightweight improvement; the engine manufacturers have improved the emission standards. The engine will be upgraded accordingly; bus manufacturers will focus on the development and production of school buses. The media's attention to the commercial vehicle manufacturing industry is not high.
Expected to stop falling and stabilizing Market capacity has become the focus of all parties
A few days ago, the China Automobile Association predicted that the 2013 production and sales data of the commercial vehicle industry will achieve growth of 1%. As a barometer of the national economy development, the commercial vehicle industry is greatly affected by the macro economy. In December 2012, the National Development and Reform Commission passed it within one month. There were hundreds of major projects reviewed; from September to November, a total of 239 projects were reviewed and approved. Although there are many key investment areas involved in the project, there is only one goal - urbanization. This target and number means that the important segment of the commercial vehicle industry - the field of infrastructure construction will have a vast market capacity.
The first draft of the "Plan for Promoting the Healthy Development of Urbanization (2011-2020)" led by the National Development and Reform Commission was completed and it was stated that "urbanization will drive 40 trillion investment in the next decade." After July 2012, according to incomplete statistics, 13 provinces and cities have issued large-scale economic stimulus plans or steady growth measures, involving an amount of more than 10 trillion yuan. The investment plan of six provinces and cities exceeds RMB 1 trillion, and its effect will surely become apparent in 2013. It can basically confirm that macroeconomic data including GDP growth in 2013 is better than that in 2012. These involve rail transit, real estate, and old cities. Investment in reconstruction and urbanization increased demand for medium- and heavy-duty trucks, which will inevitably increase sales of medium- and heavy-duty trucks in 2013.
In addition to the favorable macroeconomic growth and investment growth, the mid- and heavy-duty truck market will usher in a vehicle renewal year in 2013. The sales volume of more than one million cars in 2010 determined that the number of heavy-duty trucks to be updated in 2013 is quite large, and this alone can help boost sales volume.
The market is coming to a good end
In 2011, China's commercial vehicle market actually entered the off-season. The investment industry pays attention to the “Golden Age to buy antiques†and the commercial vehicle industry also has “off-season serviceâ€. Various manufacturers have launched large-scale activities in the field of after-sales services in the past two years. However, the effect needs to be tested in 2013 following the “Stabilize and Stabilize Forecasts†forecast. Obviously, after experiencing the cold winter, whoever can quickly develop the power of "internal power," whoever will get a share in the "big cake". How to quickly develop "internal strength"? What are the strengths and weaknesses of the "internal strength" after practicing? It is a question that companies need to recognize as soon as 2013 is coming.