In 2022, the cumulative sales volume of heavy truck market was about 670000. Looking back and looking forward to tomorrow, what will the market situation be like in 2023?
In December, the sales volume increased by 16% month on month and decreased by 6% year on year
In December 2022, China's heavy truck market will sell about 54000 vehicles (invoicing caliber, including exports and new energy), an increase of 16% from November 2022, a decrease of 6% from 57500 vehicles in the same period last year, and a net decrease of more than 3500 vehicles.
2022, a year full of hardships, is an extremely difficult year for the heavy truck market. In this year, due to the "superposition" of multiple adverse factors, such as market overdraft in advance, epidemic control, economic slowdown, low investment and consumption, freight depression, and lack of confidence, the heavy truck industry declined for 12 consecutive months year on year, in a dire situation.
Dongfeng won the championship
Futian rose for the sixth consecutive year, Jianghuai rose by 220%
In the market "qualifying match" in December 2022, the four mainstream enterprises that rose against the trend were Dongfeng, Foton, JAC and Shaanxi Automobile, and Foton achieved six consecutive year-on-year increases in monthly sales; Jianghuai Gelfa's single month sales of heavy trucks continued to maintain the sixth place in the industry, and rose by 220% year on year.
Specifically, in the first echelon of heavy trucks, FAW Jiefang will sell about 9500 heavy trucks in December 2022; In 2022, the cumulative sales volume of Jiefang Heavy Truck will be about 127700, with a market share of about 19%.
CNHTC sold about 10000 heavy trucks in December, and its annual cumulative sales in 2022 will be about 158200, with the market share rising to 23.5%, up 3 percentage points year on year.
Dongfeng Company (including Dongfeng Commercial Vehicle, Dongfeng Liuqi Chenglong, etc.) sold 15000 heavy trucks in December, up 38% year on year, and won the monthly sales championship at one stroke; In 2022, Dongfeng Company will sell 126400 heavy trucks of all kinds, with a market share of 18.8%. The cumulative sales volume will still rank the third in the industry.
Shaanxi Automobile Group sold about 9000 heavy trucks in December, and about 108700 heavy trucks in 2022, with a market share of 16.2%. The sales of Foton Motor in recent months have been very eye-catching, with year-on-year growth against the trend for six consecutive months and a year-on-year surge for five consecutive months. In December, it also handed over the "report card" of sales of about 3300 vehicles, with a year-on-year growth against the trend of 23%; Its cumulative sales in 2022 will be about 66300 vehicles, with a market share of about 9.9%, up 2.3 percentage points.
In December 2022, SAIC Hongyan sold about 1300 heavy trucks, and the annual cumulative sales of heavy trucks was about 13000, with a market share of about 1.9%, ranking eighth in the industry. In December, Dayun Heavy Truck sold 1042 vehicles. In 2022, it will sell 17400 vehicles in total, ranking sixth in the industry, increasing two rankings (in 2021, Dayun Heavy Truck will rank eighth in the industry). Its annual market share will be 2.6%, up 0.4 percentage points.
The difficult year 2022 is finally over, but in the current situation, the market in the first quarter of 2023 will not be very optimistic. However, despite this, with the passing of the first wave of infection peak, the change of the "two sessions", the introduction of policies to stimulate the economy and other positive expectations, the domestic heavy truck demand in 2023 will show a trend of improving quarter by quarter. The overall market in the second half of the year is expected to be better than the first half of the year, and the annual sales are expected to hit 800000 vehicles or even higher.
