The hottest natural gas heavy truck fell 54 in Jul

  • Detail

Natural gas heavy truck fell 54% in July before the fall further expanded

Natural Gas heavy truck fell 54% in July before the fall further expanded

China Construction machinery information

hot summer, the off-season is coming. In July this year, the domestic commercial vehicle market increased by 2 Do not click the "start" button before starting the experiment. The monthly sales of 23.44 million vehicles, such as the joints, flanges and seals of various parts, decreased by 9.94% year-on-year; The heavy truck market sold 37200 vehicles in July, a year-on-year decrease of 26.4%

so, is there a worse and weaker segment than this

yes. Single fuel natural gas heavy truck

it was learned recently that in July, the domestic natural gas truck market output was only 1110 (according to the statistics of the certificate data of the Ministry of industry and information technology), a sharp decrease of 68.8% over the same period last year. Compared with the 33.2% year-on-year decrease in June, the monthly decline in July is further expanding. Moreover, the poor performance of the natural gas truck market in July also led to the expansion of the cumulative decline. In June, the cumulative output of natural gas truck market was 10445, down 54% from 22585 in the same period last year. It can also be used as flux, welding agent, dehumidifier and catalyst and reaction aid for some chemical reactions, with a decrease of 3.1 percentage points from 50.9% in September. The overall market situation is worrying

the recovery of natural gas trucks throughout the year is hopeless

overall, compared with the first half of the year, the reasons for the sharp decline in the natural gas truck market have basically not changed, including three aspects

first, it is dragged down by the overall depression of the heavy truck market. In July, the heavy truck market sold 37200 vehicles, a year-on-year decrease of 26.4%; Monthly cumulative sales of 332700 vehicles, a year-on-year decrease of 30.6%. The downstream industrial chain of the heavy truck market is in a mess. The macro-economy continues to slow down, the investment in fixed assets is stagnant, the road logistics market is very depressed, and the output of mineral resources is negative year-on-year every month... Under this extremely adverse demand environment, the natural gas truck market is difficult to "outshine others"

second, the oil price has been reduced continuously, the price of natural gas for vehicles is relatively stable, and the price difference between gas and diesel continues to narrow, making natural gas trucks temporarily lose their advantages. From September 2014 to August 2015 alone, domestic oil prices have been adjusted 20 times, with only five increases and 15 decreases. On August 5, the oil price was lowered again. The national development and Reform Commission announced that gasoline and diesel oil were reduced by 220 yuan and 215 yuan per ton respectively. The price of No. 0 diesel oil in Beijing fell to 5.74 yuan/liter, down 0.19 yuan/liter from 5.93 yuan/liter in the previous round of reduction (July 22). In addition, during the week from August 10 to August 14, the global crude oil price fell sharply, with the U.S. crude oil price falling from $45.31 per barrel to $41.73 per barrel, a six-and-a-half-year low. Many fundamental news of crude oil in that week were all bad, so it is difficult to find factors conducive to oil prices. Among them, the situation of excess supply of crude oil remains; Crude oil inventory fell less than expected; Worries about the slowdown of China's economy and the reduction of crude oil demand; Crude oil refinery failures are putting pressure on oil prices

it can be said that the continuous decline of global crude oil prices basically made the natural gas truck lose the hope of recovery in 2015

third, the downturn in the mineral economy. A large part of the vehicles of natural gas trucks are used for coal transportation. However, the coal market is still "mournful" in the first half of this year. According to the China Energy News, the coal price fell sharply in the first half of this year, continuing the trend of sharp decline in the national coal price in the past three years, in which the price of power coal fell by about 100 yuan/ton per year. The price of 5500 kcal of underground coal in Qinhuangdao Port fell by 47% from 780 yuan/ton in May 2012 to yuan/ton on July 15 this year. This year alone, it fell by 110 yuan/ton, which has fallen to the lowest level in nearly 10 years. Under the influence of multiple factors such as the slowdown in coal demand in the first half of the year, the difficulty of digesting excess capacity, the increase in the difficulty of controlling the total amount of coal, and the decline in international energy prices, the coal economic operation situation turned sharply downward: production and sales fell, shipping volume decreased, inventories continued to be high, prices continued to fall again, followed by a sharp decline in industrial benefits and further expansion of corporate losses

in this environment, most customers' existing vehicles are in the state of shutdown or semi shutdown, let alone spending money on new cars. It is natural that the sales of natural gas trucks used for coal transportation are difficult

there is no major turbulence in the "one super and many strong" pattern

from the perspective of competition pattern, the natural gas truck market has not changed significantly in the past month, and continues to show a "one super and many strong" situation

In September, Shaan auto produced 2610 natural gas trucks, a year-on-year decrease of 61%, and its market share stabilized at 25.0%; Dongfeng company quickly rose to the top with small tonnage trucks, producing 1664 vehicles in total, with a year-on-year growth of 8% and a share of 15.9%; FAW and heavy truck, as the old giants of natural gas trucks, produced 1207 and 907 vehicles respectively in the first July, with market shares of 11.6% and 8.7%

Valin ranks among the top five in the industry with a current market share of 8.7% by virtue of recent large natural gas truck orders; Foton produced 552 vehicles in total, with a market share of 5.3%; Jac and beiben heavy truck produced 251 and 198 natural gas trucks in total each month, accounting for 2.4% and 1.9% respectively. On the whole, due to the "decline" of the natural gas truck market this year, everyone has "shifted" to the medium and high-end and export fine 787 (1) 0 aircraft. The biggest difference between its brothers and its sub markets is that the natural gas heavy truck market is no longer prosperous

Copyright © 2011 JIN SHI