February heavy truck mania 1.5 times to break the 100,000 mark in March

Nowadays, the heavy truck market has been described as “big increase” and “increase.” It seems that they are not very appropriate.

The first commercial vehicle network was described as "manic".

In February, almost all heavy-duty truck companies did not start work ahead of the Spring Festival holiday. This month's market sales also refreshed people's attention.

Hurricane 1.5 times!

The first commercial vehicle network was informed that the heavy-duty truck market is expected to sell 88,000 vehicles of various types in February this year, an increase of 6% from the previous quarter, a substantial increase of 152% over the same period of last year, and a net increase of 53,000 vehicles. The 88,000 vehicles also mean heavy-duty truck sales in February 2017, setting a record high for the heavy-duty truck market in February. Prior to this, the highest point of the heavy truck market in February was in 2012, when the monthly heavy truck market sold 78,000 vehicles.

The record is now refreshed!

Heavy truck market for two consecutive blowouts

After a “psychological test” of 125% year-on-year increase in January, the astonishing increase in the heavy truck market in February was expected by most people. The market demand for this month has similarities and differences from January.

The same thing is that a large part of the production and sales in February was still the market orders that could not be completed in November and December last year. Since October of last year, driven by the implementation of the state-controlled Super New Deal, coupled with the simultaneous superposition of factors such as the replenishment of stocks in the coal market, the transportation capacity of the heavy trucks has been in short supply and the sales of heavy trucks have been rapidly increasing. The production capacity of heavy truck companies has been in short supply. In the fourth quarter of 2016, sales in the heavy-duty truck market reached 236,800 units, a net increase of 96,000 units over the same period of last year, an increase of 68%. Even so, there were a large number of customer orders that were not delivered on time. Therefore, in January and February, the market continued to grow at a rapid rate compared to the same period of last year. It was a continuation of the market's rising momentum in the fourth quarter of last year. Many orders that were delivered in February were also orders that were in short supply and could not be completed in the fourth quarter.

The difference is that in the new orders for February, there has been a constant “joining” of demand for new engineering vehicles. According to local heavy truck dealers, since the beginning of February, many areas of the infrastructure investment in fixed assets have begun to start, which led to the sale of dump trucks and other construction vehicles and related logistics heavy trucks, and become a new market outlook. The growth point. At the same time, in order to welcome the arrival of the peak season, various heavy-duty brand dealers began to stock up, which also laid the foundation for the continued rapid growth of the market in March.

Let us take a look at some of the most recent infrastructure investment projects:

On February 5th, the third day after the festival, the Henan Provincial Department of Transportation held a mobilization meeting for the construction of transportation infrastructure in the province for the first quarter of the year to mobilize all the participants to unify their thinking, increase their horsepower, and set off a spring construction climax as soon as possible to ensure the realization. The first quarter of 2017 was a good start to ensure that the construction of the expressway for the entire year was started at more than 1,000 kilometers and the investment target of 50.6 billion yuan was fulfilled throughout the year.

From the beginning of this year’s Sichuan Provincial Transport and Transportation Work Conference, this year is still the “project year”. Traffic construction will speed up the construction of highways, common state highways, inland river water transport, and transportation stations. The province’s traffic construction will be ensured this year. The completed investment of 120 billion yuan will continue to maintain a stable high level of construction investment.

On February 15, the Jilin Provincial Transportation Work Conference was held in Changchun. Jilin Province regards the project construction as the focus of the whole year's work, and the total investment for the whole year will reach 25.8 billion yuan. Focus on the construction of inter-provincial major roads and major tourism avenues. The annual plan is to invest 18 billion yuan in the construction of 12 expressway projects. The scale of construction is 1,334 kilometers, of which, 8 are continuing projects, 814 kilometers, and 4 new projects, 520 kilometers. .

According to the Implementation Plan for the Three-year Plan of Major Infrastructure Construction for Transport Infrastructure formulated by the Inner Mongolia Autonomous Region Government, from 2016 to 2018, Inner Mongolia plans to focus on 99 railway, highway, airport, and urban rail transit projects with a total investment of approximately 392.56 billion yuan. . According to the “Programme”, this year the Inner Mongolia Autonomous Region plans to start 36 road construction projects, with a total mileage of 4003.1 kilometers (1595.6 kilometers of highways planned to be built, 2407.5 kilometers of common national highways), with a total investment of 113.86 billion yuan.

Shaanxi Automobile Delong M3000 8×4 muck truck, equipped with Weichai WP10.350E53 engine, Euro five emission, Hande 16 tons of MAN technology two-stage casting bridge, speed ratio 5.262IMG_1541.jpg

According to comprehensive reports from the Xinjiang Communications and Transportation Department, Ji Jiantong and Tianshan Network, this year Xinjiang plans to start 2,933 highway construction projects with a total construction length of 82,300 kilometers (including 42,800 kilometers of new buildings and 39,500 kilometers of new expansions), with a total investment of 7,571 yuan. 100 million yuan, and strive to complete the investment of 200 billion yuan.

According to media reports, various local transportation and transportation conferences have recently been held one after another. With the decentralization of relevant project approval authority and the advancement of poverty alleviation and poverty alleviation for transportation, the traffic investment in many places continued to rise in 2017, especially in the central and western regions where poverty alleviation tasks are heavy. Both are investing in "transcoding" transport infrastructure. According to incomplete statistics, Xinjiang, Tibet, Ningxia, Yunnan, Anhui, Shaanxi, Yunnan, Hubei, Henan, Sichuan and other 10 central and western provinces will invest trillions of yuan in investment this year.

The Hebei Provincial Transport Working Conference held on February 8th proposed that in 2017 Hebei Transport will use the advantages of coordinated multi-national policy dividends such as the coordinated development of Beijing, Tianjin and Hebei, and the rise of the Bohai Rim, and continue to increase investment in transportation fixed assets, and plans to complete 100 billion yuan. Among them, the investment in the expressway is 33.5 billion yuan, and the construction of 880 kilometers is continued. It is ensured that 64 kilometers of traffic will be completed in the 2 sections of the highway. By the end of the year, the total mileage of highways in the province will reach 6,566 kilometers.

......

It can be seen that, compared to last year, this year's infrastructure investment recovery momentum is good, and there are many "plus points" for the heavy truck market.

March sales will exceed 100,000 units

In January and February, the rapid growth for two consecutive months, so that the vast majority of mainstream companies and distributors are not rampant sales, from January to February this year, the market accumulated sales of 171,000 heavy trucks, an increase of 139%.

Judging from the performance of various companies, from January to February 2017, the total sales volume of the heavy truck industry “Big Brother” FAW Liberation reached 45,800 units, an increase of 225% year-on-year, with a market share of 26.8%; Dongfeng Motor Company sold 27,800 heavy trucks , year-on-year increase of 108%, market share of 16.3%; China National Heavy Duty Truck sales of 27,300 heavy trucks, an increase of 121%, with a market share of 16.0%; Shaanxi Auto maintains the fourth industry, this year, the cumulative sales of 25,200 heavy trucks, an increase of 160 %, the share was 14.7%; Foton Motor sold 16,200 units, an increase of 74% over the same period last year, with a share of 9.5%.

In the sixth quarter, Jianghuai Geerfa accumulated a total of 12,300 heavy trucks, a year-on-year increase of 134%, with a share of 7.2%. The Universiade sold 4,620 units, an increase of 114% over 2,158 units in the same period last year, and achieved a market share of 2.7%; SAIC Red Rock sold 3,813 vehicles, a year-on-year increase of 1.51 times, with a share of 2.2%; Hualing Heavy Truck sold 3001 units in January and February, an increase of 191% over the same period of last year, with a share of 1.8%; Beijing Beiqi Heavy Truck sold a total of approximately 1956 vehicles, a year-on-year increase. 88%, share 1.1%.

The beginning of February and February continued well and the first quarter of this year saw a big increase just around the corner. At the same time, the strong growth momentum of the heavy truck market for two consecutive quarters was very rare in history. In particular, after the 15th of the lunar month in February this year, many infrastructure investment projects in the region started quickly. The demand and orders for new engineering vehicles continued to heat up. Coupled with the demand for dealer-reserve vehicles, the traditional peak season arrived in March and April. It is a foregone conclusion. In March, it will no longer be a news report over the same period of last year. How much or how much it will increase will be the focus of attention.

The analysis of the first commercial vehicle network believes that the heavy truck market will hit the 100,000 mark in March, an increase of 34% over the same period last year. The sales volume of more than 100,000 vehicles will be the highest in history in the past six years (2012-2017), and it will be based on continuous high-speed growth of more than 100% in January and February. Therefore, it is particularly rare. According to this development trend, the cumulative sales volume in the first quarter of this year will exceed 270,000 units, a net increase of more than 120,000 vehicles from 146,600 units in the first quarter of last year, an increase of 85% year-on-year!

But what about the second quarter? At the end of the second quarter, will the heavy truck market enter an obvious off-season? With regard to the trend of the market in the second quarter, the first commercial vehicle network will be specifically analyzed.