Compared with the rapid development of the passenger car market, the commercial vehicle market, which accounts for nearly 30% of the total sales in the automotive market, has not seen any significant signs of recovery in the first five months, except for the growth in the truck market that is strongly linked with investment. Although the country has also introduced some favorable policies to promote the development of some commercial vehicles, the intensity is obviously not enough. The recovery of the commercial vehicle market is urgently needed to rescue the market.
The production and sales of commercial vehicles in May was 285,400 units and 290,600 units, a decrease of 15.89% and 9.77% from the previous month in April, and an increase of 8.62% and 7.30% respectively from the same period of last year, which was 30 and 40 percentage points lower than that of passenger vehicles. , 21% and 27% lower than the industry average growth. From January to May, commercial vehicles produced and sold 1.17 million vehicles and 1.295 million vehicles. The output increased by 0.62% year-on-year, and sales volume decreased by 1.56%.
From the completion of various types of commercial vehicles in May, compared with the previous month, the production and sales of non-complete vehicles for passenger cars and trucks as well as trucks all decreased significantly, and there was a certain increase in semi-trailer tractors and non-completed vehicles; as compared with the same period of last year, Except for trucks, the performance of other commercial vehicle models was poor.
Since the beginning of this year, the commercial vehicle market has not changed much. From January to May, the top ten commercial vehicle sales rankings were: Beiqi Foton, Dongfeng, FAW, Jianghuai, Chongqing Chang'an, Jinbei shares, CNHTC, Kama, Jiangling and SAIC-GM-Wuling, and sold a total of 897,700 commercial vehicles. , accounting for 69.27% ​​of the total commercial vehicle sales.
It is to see the passive situation of the commercial vehicle market as a result of the overall recovery of the industry. The relevant government departments have taken prompt action. In mid-May, the new policy of encouraging the replacement of cars with "new-for-new" subsidies was introduced. In addition to the significant expansion of subsidies, the New Deal has also seen a significant increase in subsidies for the purchase of commercial vehicles. Among all commercial vehicles, heavy truck products have become the biggest beneficiaries of swap subsidies. First, the life cycle of heavy trucks is relatively short (usually 4 to 6 years), and the proportion of normal scrapping is high each year. Second, there are a large number of low-emissions or near-end-of-life vehicles in heavy trucks. Again, the amount of subsidy for heavy-duty bicycles is expected to rise from 5,000 yuan in the original policy to 20,000 to 30,000 yuan, which will help stimulate demand release. At the same time, the recovery of the logistics market and the increase in demand driven by engineering construction will also provide the basis for the release of demand for heavy trucks.
The relevant government policies to further rescue the market are being studied and formulated, and will be introduced on the basis of market conditions. With the gradual implementation of national policies, the domestic commercial vehicle market is expected to recover in the second half of the year and is expected to achieve certain growth throughout the year.