The rules for the introduction of cars to the countryside increased in March

Affected by the financial crisis, the Chinese automobile industry has also encountered unprecedented trouble. Not only is the car market less booming, commercial vehicle sales are also falling. However, with the introduction of the National Automobile Industry Adjustment and Revitalization Plan, it is believed that China's auto market will gradually recover.

According to statistics from relevant departments, since the second half of 2008, the sales volume of the commercial vehicle market has continued to fall. However, since 2009, the enthusiasm of companies to increase commercial vehicle projects has continued to increase. From the beginning of January, Terry Investment Co., Ltd., the chairman of Chery's chairman Yin Tongyao, signed an agreement with two other companies in Shenzhen to form a joint venture to set up Jirui Union Truck Co., Ltd., and plans to launch a commercial vehicle at this year's Shanghai auto show. Brand. On January 29, Beiqi Foton and Daimler signed the "Commercial Vehicle Cooperation Agreement" in Berlin, Germany. The two sides agreed to set up a joint venture company in China to produce Auman brand products. On February 4, GM China and FAW Group discussed the possibility of cooperation. It was also revealed that a company named FAW-GM Light Commercial Vehicle Co., Ltd. had passed the review of the State Administration for Industry and Commerce. According to related persons from the Guangzhou Municipal Economic and Trade Bureau, the Guangzhou Automobile Hino commercial vehicle project has already passed approval and will begin construction in October this year. It will introduce the production of Hino 700-ton truck series tractors, general trucks and its supporting vehicle diesel engines. The project will be completed. It will become one of the largest commercial vehicle production bases in China.

Compared with the enthusiasm of companies, the commercial vehicle market has been sluggish since the second half of 2008. According to statistics from the China Association of Automobile Manufacturers, passenger cars were sold and sold at 251,700 units and 258,800 units in 2008, a year-on-year decrease of 19.89 percentage points and 27.40 percentage points; sales and sales of trucks were 16,301,100 and 1,640,600, down 8.45 percentage points and 6.92 year-on-year respectively. Percentage. In January 2009, except for trucks, the production and sales of all types of commercial vehicles decreased significantly year-on-year and quarter-on-quarter, with the production and sales of semi-trailer tractors down 91.97% and 86.72% year-on-year. Dong Yang, Secretary General of the China Association of Automobile Manufacturers, said: "The market demand for commercial vehicles is facing a real decline."

Although many research institutions are pessimistic about the commercial vehicle market in 2009, from the perspective of current national policies, the commercial vehicle market will recover and the sales space will increase with the implementation of the rules of the “Automobile Industry Adjustment and Revitalization Plan”. . The details of the “Regulations for the Revitalization of the Automotive Industry” include cultivating the automobile consumer market, accelerating the retirement of old vehicles, updating financial subsidies, clearing road tolls, procuring the proportion of independent brands by the government, promoting the regulation of auto consumption credit, standardizing the development of used cars, and speeding up the construction of the urban transportation system. Corporate mergers and acquisitions, support for corporate R&D and more. As an important part of the "Automobile Industry Adjustment and Revitalization Plan", the "automobile going to the countryside" policy will be formally implemented on March 1st, supporting the "Administrative Measures for Subsidy Funding for Mini-Bus and Light (Micro)-Type Cars to the Countryside". It will also be announced soon.

The government also introduced 4 trillion yuan of measures to stimulate domestic demand, to a certain extent, also brought confidence in the commercial vehicle market. A large portion of this 4 trillion yuan of investment will be put into the construction of railways and infrastructure. These constructions will use commercial vehicles, and the market demand for commercial vehicles will further increase. According to sources familiar with the SASAC, JAC light trucks once again became active in February, and the number of orders was close to 10,000 units.

For the details of the automobile going to the countryside, from March 1st to December 31st, 2009, the state will arrange 5 billion yuan for the scrapping of three-wheeled vehicles and low-speed trucks for farmers, and the purchase of light-duty trucks and micro-discharges of less than 1.3 liters. Passenger cars are given one-time financial subsidies.

Judging from the policy point of view, the first products of “cars to the countryside” are light commercial vehicles and minivans. SAIC-GM-Wuling, Changan, Hafei, Changhe and other microfabrication makers, as well as light truck manufacturers such as Futian, Jianghuai and Jiangling, will all benefit. The CITIC Securities report also pointed out that the subsidy for cars going to the countryside is about 10%-13% of the price, if it is a replacement for agricultural vehicles, an additional subsidy of 2000-3000 yuan, which stimulated the sales of minibuses and light trucks in 2009 was about 260,000 units. .

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