From a sales perspective, commercial vehicles increased by 400,000 compared with 2.91 million vehicles last year, an increase of only 12%, which is quite different from the 55% increase in passenger cars. Even in the 12% increase, not everyone benefits.
A senior executive of a commercial vehicle listed company stated that in the 2009 car profit feast, the share of commercial vehicles is very small. “The demand for commercial vehicles and the recovery of the real economy are more closely related. At present, although the performance of the automobile and real estate sectors has strengthened after the national economic stimulus policies, the real recovery of the real economy will take time. In this case, the enterprises are The purchase of data is very careful."
Judging from the published performance of listed companies, in the first three quarters of 2009, major commercial vehicle companies, Dongfeng Motor , Yutong Bus, China National Heavy Duty Truck and other net profit growth rates are all negative.
In the first three quarters, commercial vehicle manufacturers whose positive net profit growth was positive were only Futian Automobile , Jianghuai Automobile, Ankai Bus and Jiangling Motors.
According to the difference in product structure, the performance of commercial vehicle companies has diverged. In 2009, the truck market performed the best, with an increase of 36.89%. This type of vehicle accounted for two-thirds of the commercial vehicle market and became the main force driving the growth of commercial vehicles ; the chassis of passenger cars and trucks only increased by 4.31% and 5.10%. Non-integrated vehicles and passenger cars are still lower than the same period of last year.
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