The hottest month on month double increase in Octo

2022-10-18
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The truck market continued to pick up in October compared with the same month on month. According to the latest data released by the China Association of automobile manufacturers, in October 2015, China produced 241700 trucks, an increase of 7.64% month on month and 2.64% year on year; Sales of 236400 vehicles increased by 4.78% month on month and 2.80% year on year. It can be seen that the truck production and sales in October continued the month on month growth in September, and compared with the same period last year, the production and sales also turned from decline to increase, restoring year-on-year growth

generally speaking, in the first ten months of this year, the production and sales of trucks were 2.3088 million and 2.237 million, with a year-on-year decrease of 12.68% and 11.92%, which was slightly narrower than that from January to September, indicating that although the truck market situation was severe, it gradually improved towards the end of the year

from the substantial month on month growth of production and sales in September, the year-on-year decline, to the double increase of production and sales in October, the traditional peak season of the truck market this year is not as good as last year, but the recovery momentum is still obvious

the month on month growth of the heavy truck market still fell year on year

in October, the production and sales of 43800 and 45200 heavy trucks increased by 9.72% and 8.08% month on month, and decreased by 13% and 11.82% year on year; From January to October, the cumulative production and sales of heavy trucks were 446300 and 454000, with a year-on-year decrease of 30.16% and 28.33%

the sales growth of the heavy truck market in September continued in October, and the decline compared with the same period last year also continued to narrow. Overall, the decline in the cumulative sales of heavy trucks from January to October was better than the 30.48% year-on-year decline in the first half of the year, but it is impossible to restore positive growth this year

the year-on-year decline in sales volume for three consecutive months continued to narrow, reflecting the improvement of the heavy truck market under the change of macroeconomic situation. According to the data released by the National Bureau of statistics, from January to October 2015, the national fixed asset investment (excluding farmers) increased by 10.2% year-on-year in nominal terms, 0.1 percentage points lower than that from January to September; From the perspective of month on month speed, fixed asset investment increased by 0.72% in October. Among them, industrial investment increased by 8% year-on-year, the growth rate was the same as that from January to September, and infrastructure investment increased by 17.4% year-on-year. The stability of the macro economy and the traditional peak season have injected some vitality into the heavy truck market in October to a certain extent, but the overall situation is still grim

in terms of sales volume of various enterprises, Dongfeng, FAW, heavy truck, Shaanxi Automobile and Beiqi Foton ranked the top five in October, with 9269, 8952, 6902, 6783 and 6393 vehicles sold respectively, with a total sales of 38300 vehicles, accounting for 84.73% of the total sales of heavy trucks, and the market concentration decreased. Compared with September, except for the 8.24% decline of heavy truck, the sales volume of the other four auto companies increased to varying degrees, among which FAW, which had the largest month on month growth in September, won the championship again, with an increase of 23.32%; Compared with the same period last year, except for FAW and Foton, which increased by 10.04% and 2.84% respectively, the other three auto companies showed a downward trend in varying degrees, with heavy truck falling by 17.82%

in fact, looking at the whole heavy truck market, most of the top ten enterprises with sales volume in September increased month on month, while Dongfeng, FAW and BAIC Foton performed prominently, with growth rates significantly higher than the market average; The year-on-year growth and decline are split in half, which can be described as half the sea and half the flame. Among them, the year-on-year decline in the sales of beiben heavy truck, Valin and SAIC Iveco Hongyan is far higher than the market average, while FAW and JAC both dominate the group with a year-on-year growth of more than 10%. Judging from the current market situation, the intention of Shaan Auto to take the oscillation test this year is a foregone conclusion. The rise and fall of the top 10 enterprises year-on-year has also appeared obvious polarization, either positive growth or sharp decline

the output of medium-sized trucks turned from decline to rise, and the decline in sales narrowed.

in October, China's medium-sized trucks produced and sold 20100 and 18200 vehicles, with a month on month increase of 15.15% and 10.04%, a year-on-year increase of 2.72% in output and a year-on-year decrease of 10.84%; From January to October, the cumulative production and sales of China truck were 154600 and 153800, down 24.41% and 25.06% year-on-year

like heavy trucks, the production and sales of the medium truck market in October continued to maintain the month on month growth trend in September, and the output turned up year-on-year, and the sales volume still fell year-on-year, but the decline was significantly narrowed, and the decline of cumulative production and sales volume was slightly smaller than that in the previous nine months. On the whole, the situation of China Qatar market has improved, but the decline of the whole year is a foregone conclusion

macroeconomic data show that in October 2015, the national industrial producer price index (PPI) fell by 0.4% month on month and 5.9% year-on-year. The year-on-year growth rate of PPI remained flat for three consecutive months at -5.9%. It continues to be in the range of deep deflation, the economy is still facing serious downward pressure, and it will take time for the demand of the China Qatar market to release

in terms of sales volume of enterprises, Lifan, Dongfeng, FAW, Sichuan Hyundai and JAC ranked the top five in October, with 5191, 5047, 3327, 1012 and 892 vehicles sold respectively, with a total sales of 15500 vehicles, accounting for 84.99% of the total sales volume of China automobile industry, and the market concentration was further improved; Compared with September, except FAW fell by 1.22%, the other four companies showed significant growth. JAC and Lifan increased by 40.69% and 36.89% month on month respectively. Lifan rose sharply for several consecutive months, with an amazing momentum; Compared with the same period last year, except for FAW, which fell slightly by 0.36%, the other four auto companies increased to varying degrees, of which Lifan and Sichuan Hyundai increased by 71.21% and 49.70% respectively, and JAC, which continued to erupt in the past few months, also increased by 25.63%

in terms of the cumulative sales volume in the past ten months, Lifan, which increased by 62.38% year-on-year, still led the growth rate of this year's China truck market, narrowing the gap with Dongfeng and FAW. Although the sales volume fluctuated in August, the high growth trend was restored in September and October; However, BAIC Foton and SINOTRUK, several veterans of China truck industry, are still unable to cope. In particular, the sales volume of SINOTRUK fell by more than 80% year-on-year, and that of BAIC Foton fell by more than 40%; Jac's sales in the past three months have fluctuated like a roller coaster. At present, the cumulative sales have fallen by 33.86% year-on-year, lower than the average level; Dongfeng and FAW continue to operate in a state better than the average level of the industry; Qingling, the fourth largest in the industry, has lost its performance in recent months, with its sales volume falling by more than 50% year-on-year in October

according to the current trend of polarization in the card market, the pattern is not far away, and near the end of the year, the sales volume of enterprises is changing increasingly, and the situation becomes complex. Lifan has jumped up again and again. Due to the lack of new products, the sales gap between Qingling and the first tier teams of Dongfeng, FAW and Lifan has widened day by day. While Jianghuai was lukewarm in the first half of the year, but gradually rose in the second half of the year. It can be seen that new products such as shuailing Vista and GEFA K6 are opening up the market

the light truck market increased both on a month on month basis, and consumption upgraded significantly.

in October, China's light truck production and sales were 126600 and 128000, with a month on month increase of 5.01% and 6.54%, and a year-on-year increase of 4.34% and 12.76%; From January to October, the production and sales of light trucks were 1271700 and 1273900, a year-on-year decrease of 7.27% and 6.94%

the production and sales of light truck market in September increased both month on month in June this year, and this positive trend continued in October, and the year-on-year growth rate of sales increased; Compared with the first three quarters, the decline in production and sales continued to narrow, and the improvement momentum in each market segment was obvious

according to the data released by the National Bureau of statistics, the national consumer price (CPI) fell by 0.3% month on month in October, increased by 1.3% year on year, and fell by 0.3 percentage points from the previous month. Domestic consumer demand is still weak, but the situation has improved towards the end of the year; At the same time, the rapid development of the express logistics industry is also an important driving force for the recovery of the sales volume of the medium truck and light truck market

in terms of the sales volume of enterprises, the sales ranking in October has changed significantly from that in September. The top five are BAIC Foton, Lifan, Jinbei, JAC and Jiangling, with sales of 18700, 13600, 13500, 13100 and 12300 vehicles respectively, a total of 71200 vehicles, accounting for 55.63% of the total sales of light trucks, and the market concentration has decreased slightly; Compared with September, except for JAC and Jiangling, which fell by 6.10% and 2.65% respectively, the other three auto enterprises increased to varying degrees, of which Lifan increased by 17.60%, with a sharp increase for three consecutive months, with a ferocious momentum; Compared with the same period last year, except for BAIC Foton and Jiangling, which decreased by 9.19% and 15.98% respectively, the other three auto enterprises increased to varying degrees, of which JAC increased by 37.46% and Lifan increased by 227.14%

compared with the enterprise pattern of growth and decline, the light truck market with low market concentration is more clear-cut for medium and heavy trucks. From the perspective of cumulative sales volume, from January to October, among the top ten enterprises in terms of sales volume, which accounted for nearly 80% of the market share of light trucks, 3 enterprises decreased by more than the industry average level, 4 enterprises increased to varying degrees, and 6 enterprises performed better than the demand and technical requirements for plastic granulators, and the industry average level was also constantly improving, of which Lifan and heavy truck increased by 66.28% and 165.91% year-on-year respectively

in today's light truck market, grasping the trend of consumption upgrading has become the key to the success of car enterprises' sales. Whether it is BAIC Foton, JAC, or Lifan, which has performed well in the medium and light truck market, or the old brand high-end King Jiangling, "dark horse" heavy truck, the main force of its big sales are OMAC, Shuai Ling, Baijun, Shunda, HOWO and other high-end models, while the sales of economic light trucks are almost all down

the cumulative sales volume of enterprises in the whole light truck market increased and decreased by almost half year-on-year, while the sales volume of the top few increased and decreased by far more than the industry average level. Combined with the large fluctuation of monthly sales volume, it shows that the light truck market provides enterprises with a comprehensive and nursing home service market. At present, the situation is changing rapidly, and the local economic situation of the key regional markets of enterprises has also had a decisive impact. Driven by the emission upgrading of the fourth national standard, only enterprises that plan and launch medium and high-end new products in advance can withstand the storm of the market, and the market competition has also changed from product led to product and sales strategy

the sales volume of the micro card market has changed from increase to decrease. Competition is intense.

in October, China's production and sales of 51300 and 45100 micro trucks increased by 9.88% month on month, and the sales volume decreased by 4.43%, with a year-on-year increase of 15.66% and 0.50%; From January to October, the production and sales of micro trucks were 436100 and 445300, with a year-on-year increase of 1.66% and 2.51%

the micro card market, which has always been stable, began to show fatigue in recent months. In October, the output continued to grow month on month, but the sales volume changed from increase to decrease; Compared with the same period last year, the production and sales volume maintained growth, and the growth rate of sales volume decreased significantly. It can be seen that the micro card market, which is less affected by policy factors such as the upgrading of national emission standards and the restriction of licensing and travel, is also difficult to please in the face of the deflation situation in the macroeconomic environment

in terms of sales volume of various enterprises, the top five in October were SAIC GM Wuling, Chongqing Chang'an, BAIC Foton, Dongfeng and Jinbei, with sales of 18500, 8161, 6026, 5455 and 2400 vehicles respectively, a total of 40500 vehicles, accounting for 89.89% of the total sales volume of wechat, and the industry concentration decreased slightly; Compared with September, except for Dongfeng and Jinbei, which increased by 4.40% and 56.35% respectively, the other three auto enterprises all decreased to varying degrees. Among them, Dongfeng has increased month on month for three consecutive months, while SAIC GM Wuling has experienced a month on month decline of more than 10%; Compared with the same period last year, except for SAIC GM Wuling, which fell by 24.86%, the other four companies are growing to varying degrees, of which Jinbei rose as high as 616.42%

as the truck segment with the highest market concentration, the pattern of the wechat market has remained stable, but there are also some changes inside. From the cumulative sales, it can be seen that the first tier of SAIC GM Wuling, Chongqing Chang'an and BAIC Foton are still in a stable position, but their sales are almost no big year-on-year

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