From July 1, heavy-duty commercial vehicles will fully implement the national phase III emission standards for motor vehicles (abbreviation: China III), and the national II standard inventory vehicles will also stop selling. As the final time approached, the reporter learned from the interview that due to factors such as rising costs, insufficient supply of key components, and uncontrollable core technologies, some Chinese heavy-duty truck companies are seeking to take the path of independent research and development.
Heavy truck company orders "shrink" in June
Compared with the heavy growth of orders for heavy truck companies in January-April this year, the short-term correction that may occur in the heavy-duty truck market began to appear in the industry in June. Some insiders said that the sales volume of the industry is expected to decrease Up to 50%.
The Guosen Securities analysis report shows that from January to May 2008, the growth rate of heavy truck sales was above 50%. It is expected that the sales volume in June will decline rapidly, which may be about one-third of May sales. The CICC report said that sales in June are expected to remain basically the same as the same period last year. A heavy-duty company official said that their company had a good intention to take a long vacation in August, which was unimaginable in the first half of this year. The sales person in charge of the company stated that almost all heavy truck companies have stopped accepting orders from China II, and the heavy truck orders of the National III standard have been greatly reduced.
According to industry insiders' analysis, the main reasons for the “shrinkage†of orders in June are: First, most of the market demand has been absorbed by the end of last year and the first half of this year. This callback is expected, and it is expected that the market will have six months After a year's decline, on the other hand, the allocation of engines and other spare parts that meet the National III emission standards will increase the cost of a heavy-duty vehicle by about 10%. Therefore, some users choose to go before July 1. buy.
Faced with this dilemma and sales pressure in the second half of the year, domestic heavy truck companies have sought to break the path in the implementation of State III standards and the "dilemma" of keeping the market.
In late May, Sinotruk announced in Hong Kong that its developed "EIL+ electronically controlled EGR" engine was identified as an engine of the State III engine through the expert appraisal of a national automobile inspection agency. At the same time, according to the reporter's understanding, there are many other heavy truck engine plants that are also embarking on the development of electronically controlled EGR engines.
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