In the first quarter of 2022, according to statistics from relevant departments, the production and sales of commercial vehicles were 985,000 and 965,000, down 29.7% and 31.7% year-on-year. Affected by the outbreak of the epidemic, market demand overdraft, supply chain shortage, international situation and other factors, the downturn of the commercial vehicle market is understandable, but the cold figures cannot completely replace the status quo that we have seen with our own eyes.
In May 2022, China Truck.com visited a market survey and came to an automobile city in Tianjin. The current situation here made people feel the grim situation. They left from 8:00 in the morning until about 1:00 noon. Except for the staff, the huge There are almost no users in the market, and it is quite apt to describe it as being left out.
This auto city mainly sells small and medium-sized commercial vehicles, with a complete range of models and a wide range of brands. Foton series, Jianghuai series, Dongfeng series and other brands are all operated. According to the slogan at the door, it means that there are all kinds of vehicles that are not hospitalized, but from one Judging by the rows of dust-covered vehicles, the neglect of the gates here is not limited to today.
Many dealers in charge responded that before the outbreak of the epidemic, the business here was very good. As a port city in Tianjin, the freight market is in good condition. Most of them are mainly transported by small and medium-sized trucks, which has also driven the development of the local truck market. However, since the outbreak of the epidemic, sales have declined sharply, especially from the beginning of the year to the present, the sales performance has been very unsatisfactory.
Not only small and medium-sized commercial vehicles, according to the statistics of production and sales data of China Association of Automobile Manufacturers, from January to April 2022, my country's heavy truck market sold a total of 275,800 vehicles, a year-on-year decrease of 62%, and the cumulative decline was further expanded compared to January-March (-56%). , less than 40% of the cumulative sales in the same period last year.
In fact, since the outbreak of the Russian-Ukrainian war, the world pattern has been turbulent and the economic development has been extremely unstable. The chain reaction caused by it involves all aspects, such as Ukraine's chip raw material export, record-breaking world crude oil prices, etc. The commercial vehicle market in this storm seems to have broken the roof of the dilapidated hut, making it worse.
It can be seen from the financial report data that the main factors for the decline in net profit of major commercial vehicle companies in China are the decline in sales caused by the shortage of chips and the epidemic, as well as the rise in some raw materials.
Some time ago, the attention from the government and society on freight drivers made the general public see the difficulties in the freight market. It is not difficult to find that the commercial vehicle market is facing the same predicament after in-depth thinking. After all, the two have the same root.
This can be clearly seen on our way back. On the way out of the Auto City, when passing through a building materials market, the driver sitting on the steps and the trucks parked on both sides are extremely eye-catching, and there is a master standing at the intersection and looking around, if any gangster tells me this. It's a lunch break, and I also want him to experience the "sweating" of the afternoon break in the big sun. While feeling the hard work of the truck master, it is not difficult to see that the downturn in the freight market is actually an external reflection of the commercial vehicle market. After all, the loss of the dragon warrior will make the knife in his hand useless.
I remember that a logistics company executive I visited before said that the current market situation in the past two years is that there are more cars and less goods and lower freight costs. In addition to the sluggish environment, buying a car is a very loss-making business. There is no way to get a loan, and the pressure can be imagined. Gradually, there will be more and more situations where no one cares about the Motor City. In fact, from the perspective of probability, we can also find clues. Occasionally passing by a building materials market, you can see this situation. What does it mean? It means that this situation is very common!
Compared with the first two years of the outbreak, the commercial vehicle market in 2022 is more worrying. When the epidemic broke out, no one realized that it would last for so long. Just like a joke I saw on the Internet before, it was said that a fortune-teller gave a hexagram to a single guy, and that he would be trapped by "love" in the next few years, but What I didn't expect was the epidemic. Duan Zibo everyone laughed, but the status quo still exists. How many years will the "next few years" be? For the uncertain future, truck drivers who have ideas will probably accumulate grain, delay the kingship, and cover their pockets first, then For the commercial vehicle market where the user is God, it is tantamount to taking a heavy hammer.
Winter is approaching, and the downturn of the commercial vehicle market is more helpless than statistics. In addition to the circulation of China's economic artery, the upstream and downstream industries are connected with the life of truckers and the survival of car companies.
Conclusion: I still remember what I wrote three years ago, the snow is boundless and the sky is wide. I hope that the future will be clear and bright after the catastrophe. Now I also hope that the Chinese commercial vehicle market can get rid of the cold winter as soon as possible and welcome the dawn of development.
