Market perspective heavy truck is about to open price war


The reporter was informed that there were 180,000 heavy truck stocks as of February. In 2011, heavy-duty truck inventory has brought pressure to various companies. The sales general manager of a heavy-duty truck company once stated clearly: “In the second half of 2011, the company’s key task is to digest the backlog of inventory.”

In 2012, many heavy-duty truck companies still showed uneasiness and hoped that the traditional peak season from March to April could digest the stocks accumulated in 2011. However, the heavy-duty truck market has been bleak since March. The backlog of inventory in 2011 has not yet been digested, and new inventory has been formed.

An industry insider said with concern: “From January to April, commercial vehicles continued to grow year-on-year, but they are likely to fall from January to May and both year-on-year and the year-on-year. I wonder if the heavy truck production and sales will bottom out in May?”

The heavy truck discount has approached 50,000 yuan to ask how much inventory is in stock. I believe that no heavy truck company is willing to answer it. A heavy truck industry expert told the reporter: “All heavy truck companies are relatively evasive of inventory issues, and are reluctant to talk about it, or the status of the current inventory is not large. The fact is the opposite.” The reporter called part of the heavy truck companies, the answers are Is "current inventory is not too much."

“Inventories with large stocks are generally ranked top in sales, such as FAW, CNHTC and Dongfeng, etc.” The relevant person in charge of a heavy truck company stated: “At present, the inventory control of the company is relatively stable and is in the normal range, mainly due to the The accurate judgment of the situation this year."

The relevant responsible person also said: “Some heavy truck companies are optimistic about the situation in the first half of the year and have some reserves in February and March, but the market is not ideal, resulting in the old stocks not being fully digested and new stocks increasing.”

Although it was impossible to find out the specific inventory from the company's mouth, the end market showed the pressure caused by the over-stocking of the company. Recently, the reporter saw a heavy card-charity information: Kunda Automobile Sales Co., Ltd. of Jinan, Shandong, sales promotion, heavy truck Hao Wo 6 × 4 dump truck offer 48,600 yuan, promotional price of 279,500 yuan.

“Familiar with the commercial vehicle industry, we all know that when the market situation is good, the discount price for heavy truck dealers is about 10,000 yuan; the market situation is slightly poor, and the price reduction may reach 10,000 to 20,000 yuan, which proves that the company or dealer exists Inventory pressure, if it breaks the discount of more than 20,000 yuan, it proves that the market is in a depressed state. Now that there are more than 40,000 yuan in discount, it can be seen that the inventory pressure is not small, "said the person in charge of a heavy truck company.

Of course, similar situations are not limited to China National Heavy Duty Truck. According to Shaanxi Automobile dealer Shaanxi Heavy Truck Special Vehicle Co., Ltd. announced that the Shaanxi Auto Aoron 6×4 dump truck and Shaanxi Auto DeLong 6×4 dump trucks and other three models are promoted, and the current car purchase can be enjoyed respectively 22,000 yuan, 2.21 Ten thousand yuan and 24,700 yuan in concessions, send temporary licenses.

The company adjusted its strategy to cut production capacity appropriately. The reporter noted that most of the price-reduction models are engineering dump trucks. “Dump trucks are an indispensable model for construction projects. Where there are projects under construction, there will be demand for dump trucks. In the past two years, affected by the country’s overall economic situation, the approval projects for basic projects have gradually shrunk, and dump trucks have naturally There will be no good market performance, so dealers put dump trucks at the top of price reduction promotions,” said SAIC Iveco Hongyan related person in charge.



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