Heavy trucks sold 77,000 in March, or will recover quickly after the epidemic

Posted by bruce zhu on April 4th, 2022

Under the epidemic, all living beings are suffering. Looking at the trucks driving on the road covered with seals, the dealers\' stores, and the people who are stuck at home and unable to move, everyone\'s psychology is indescribable.

The long and torturous March has come to an end. Will the sun shine brightly in April? Whether there will be a car buying upsurge in 2020 and 2021 after the epidemic is over has become a common concern of the industry.

Every March, when spring arrives, the market warms up, farming begins to be busy, and infrastructure projects are in full swing, which is a small climax of traditional car use and car purchase. However, in March of this year, there was a wave of \"falling spring cold\". Shenzhen, Liaoning, Shanghai, Shandong... There were large-scale confirmed cases of new coronary pneumonia in many places across the country, and many areas had to slow down or even press Pause key.

The number of new cases has increased, epidemic control has become more stringent, factory production has slowed down, and logistics efficiency has slowed. At the same time, along with rising oil prices and low freight rates, some card friends simply lie down at home, while others are struggling on the road.

The decline and slowdown of logistics efficiency will naturally affect the changes in truck sales. According to the currently released data, the sales of heavy trucks in March were 77,000 units, down 67% from the same period last year. From the perspective of the top three in the top ten brands, Dongfeng has the highest sales volume, reaching 16,700 units, followed by HOWO, with monthly sales of 16,000 units. Three, only 14,000 vehicles.

Looking at the year-on-year growth rate, among the top nine heavy-duty truck sales brands, the year-on-year sales of ten companies all saw a significant decrease in year-on-year sales. Among them, Jianghuai, Jiefang and Shaanxi Automobile fell by more than 70%, and Dongfeng, Foton and Hongyan fell by more than 60%. Sinotruk and Xugong dropped by more than 50%, and Dayun heavy truck dropped by 34%.

Although the current weather has risen in temperature, the cold winter of the entire freight industry has not yet ended, and we are eagerly waiting for the market to pick up.

Judging from the current freight situation, the production and sales of trucks have been greatly compressed, reaching a low point. According to the development trend in 2020 and 2021, truck sales will be suppressed during the severe epidemic period, but certain achievements in epidemic control and regional cases will often lead to an increase in sales.

Will this trend continue to develop this year? Let\'s find out from the following aspects.

First of all, with the advancement of the dual carbon goal, environmental protection policies are bound to become stricter. Since the implementation of the National VI emission standards in July last year, some provinces and cities with high environmental pressure have begun to restrict the use of National IV and even National V vehicles. Since the beginning of 2022, Shandong, Henan, Hebei and other provinces have successively introduced the restriction policies of the National IV vehicles. With the promotion of these relevant policies, the replacement of a number of old vehicles will inevitably be accelerated. Since the beginning of the year, logistics has been slow due to the impact of the epidemic, and the demand for car purchases has not been released in time. There is a high probability that this part of demand will appear after the national epidemic is stably controlled.

Secondly, although the second half of last year has entered the National VI era, many people believe that this year is the first year of the National Sixth Year in the true sense. As we all know, last year, most of the card friends had many concerns about the National VI technology and after-sales service maintenance. Now the first batch of National Six vehicles has been in use for more than a year, and the card friends have already used the National Six vehicles. With the basic understanding, and after many adjustments and optimizations, the National VI technology has become more and more mature, and various manufacturers have also given a number of policies in terms of related services, so as to solve the worries for card friends as much as possible, so some National Six products The market will inevitably be released one after another, which can play a certain role in the recovery of sales.

Once again, what we have learned shows that dealers in many regions still have a lot of vehicles in stock. These cars are urgently needed to be sold in the market as \"second-hand new cars\", and dealers in various regions are bound to do their best in marketing. The transfer of these vehicles to the end market will also play a role in stimulating sales.

March this year was cold and long, but fortunately, March has ended and April has already started. We look forward to the effective control of the new crown epidemic as soon as possible, and the freight market can quickly recover as the temperature rises.