Heavy truck companies staged resource security battle and sales peak is approaching

"From late February to March, many users have finished the Spring Festival, and they will start work in the new year. The peak sales will soon follow." Recently, a heavy truck dealer said.

Then contact the heavy truck companies in the business annual meeting on the economic analysis and market judgments, the dump truck market after the Spring Festival has reached a consensus of sales peak. Therefore, how well the heavy-duty truck companies and refitting plants are prepared will largely determine who can grab more markets after the spring.

Small sales peak is coming soon

Judging from the situation in 2009, the heavy-duty truck market is characterized by “now the car is king”. When the demand is concentrated and exploding, the demand of the users for the current car is far beyond the dedication to the brand. As long as there is a car, it can be in the peak season. More users are encouraged to fight for this issue, and this year will be more prominent.

Liu Hanru, chairman of Valin Auto, said directly: “We have decided that the dump truck season will start from February. Therefore, in the dump truck, Valin and the conversion plant have made full preparations.”

Beiben Heavy Trucks fixed the 2010 annual task to 40,000 vehicles. “We started the 2010 stocking operation in November 2009. We expect to reserve 2,000 heavy trucks from January to February 2010, and we will strive to increase the reserves to 5,000 units before the peak sales season after the Spring Festival. May last year to date The sales volume of tractors has been relatively high, demand may be released ahead of time, and the demand for dump trucks is relatively stable. Therefore, our stock is still centered on dump trucks, said Wang Baoying, assistant general manager of Beiben Heavy Trucks.

Hongchang Tianma chairman Jiang Xiaodong also optimistic about the dump truck market at the beginning of the year. "In the first quarter of this year, we are preparing to produce about 7,000 vehicles. The main sales models are 5.4-5.8 meters long and 8-meter-plus dump trucks."

The peak sales period after the Spring Festival is a good opportunity for some companies and refitting companies to overturn. “In 2009, affected by the financial crisis, everyone was waiting to see. From February to February, we did not say that booking customers had a small number of users for inquiry, so they were not stocked. I didn’t expect that the sudden market explosion in March had hit us unprepared. The number of users who came to inquire in January this year was quite a few, and it has already returned to the previous years.We also received a list of changes made by SAIC Iveco Hongyan and Beiben Heavy Trucks Committee. It is expected that we will schedule about 1,400 vehicles in the first quarter, and major vehicle models will change. Small, still 5.4 to 5.8 meters of dump trucks.” Peng Lixiang, general manager of Chongqing Kairui Special Vehicle Co., Ltd. said.

The difference in demand across the country has also led to a difference in the situation of the car. A manager of a brand branch in Tianjin told the reporter: “This year, the company still requires all branches to arrange dealership reserve vehicles. The focus of the first quarter is still on dump trucks. However, we do not advocate dealers to pick up cars. Due to the location of our branch offices The capacity is small, the total amount is less than 2,000 vehicles per year, and the supply is fully guaranteed within one month, while some branches have sales of five or six thousand units a year, and it is necessary to mobilize most dealers to distribute goods, otherwise the peak season cannot be met. ."

Related factors restrict vehicle reserves

Every year, public companies reserve vehicles in a centralized manner, and the resources and components involved are strained. However, this year's vehicle reserve work is more arduous than in previous years.

“Unfortunate factors such as the shortage of coal and electricity and the difficulties in sea transport have caused road transportation to gain opportunities and the heavy truck market has benefited from this. Heavy truck sales in December 2009 and early January 2010 exceeded the same period of previous years.” . This means that the resources that were previously used to produce reserve vehicles have to be squeezed by increased orders.

The number of resources that can be obtained is closely related to the post-holiday supply situation. As a result, public companies “crossed the sea and each showed a supernatural power” and increased competition for raw materials and key components. “I heard that orders for Weichai had reached 70,000 units in January 2010, but the capacity was only 40,000 units, which meant that many companies’ engine supply was affected. At this time of the year, the general manager of each vehicle company The deputy general manager has come to communicate and operate, and it is the most lively day for parts and components companies." A related person in charge of an engine company told reporters.

Liu Hanru also said: "Now we are responsible for resources outside the resources. But in February to March, I will personally run a key parts and components companies, such as Weichai, Fast, etc., to prevent the acquisition of resources Now that steel prices have risen and resources are showing signs of tension, we must prepare in advance."

At the key dealer conference in November 2009, the Beiben heavy trucks deployed around 5,000 dump trucks, including signing contracts, placing deposits, and signing bids including the prices, progress, and refunds. Agreement to determine the scheduling work. “But due to the snow and ice weather in Inner Mongolia, the production has lagged behind. We are awake early, if you get up earlier, the effect should be better.” Wang Baoying said.

Raw material prices have been signs

FAW has its own supporting system and its supply chain is relatively complete. Therefore, it is relatively comfortable in supplying key parts and components, but they also have troubles. According to the relevant person in charge of the Product Department of China FAW Trading Corporation, “At least 3,000 vehicles are to be prepared from January to February. The tractors and dump trucks are all included. This year’s feeling is that the raw material supply is relatively tight. Now the most obvious experience is tires. There is no room for a bit. Because rubber prices have risen, the retail price of tires has risen by 3%, leading to a lag in supply."

Peng Lixiang felt more pressure from steel. “This year steel prices have been high, at 400-500 yuan per ton higher than in previous years, and each dump truck has to use 5-6 tons of steel. The cost of a car has risen by 2,000-3,000 yuan. To prevent steel prices from falling We did not have large-scale hoarding of steel products as in previous years. At present, we have only picked up more than 100 tons of steel and we have maintained short-term production."

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