Shanghai, located at the mouth of the Yangtze River in the middle of the mainland of China, is China's center for economy, technology, industry, finance, trade, convention and exhibition and shipping. It has China's largest foreign trade port and the largest industrial base. All this has created Shanghai's unique market position in the commercial vehicle industry: market capacity is not very large, but competition is fierce; market control is more stringent, but it still fails to follow the orderly development path.
From July 23 to July 25, the reporter came to Shanghai to investigate the local card and passenger car market.
Truck market: The "card" has been a mess. Compared with the decline in the national truck market, the Shanghai truck market is much worse. "Almost sales volume fell by about 50%." Many of the heavy truck dealers interviewed spoke in unison.
The container truck (cartridge) is the most special type of vehicle. With the advancement of aviation and shipping, the fertility of the Yangtze River Delta region has made the transportation of trucks in Shanghai popular. Many truck drivers from neighboring provinces and cities have come to make a living in Shanghai, gradually causing a situation of excessive capacity and disorder. "If you don't rectify it, you will have a big mess," said Mr. Yang, a truck dealer.
In the second half of last year, the Shanghai government issued a "ban" and the card market entered the "winter". Li Gang, deputy general manager of Shanghai Dajin Automobile Sales and Service Co., Ltd., said that heavy trucks on the heavy truck market in Shanghai are “frozen.†Truck dealers can only wait silently in addition to preparing the “custom vehicle†in advance.
Steel transport vehicles are also hardest hit. "A lot of vehicles are out of service. You know how bleak the market is when you go to the parking lot." Tan Weidong, general manager of Shanghai Yutong Logistics Co., Ltd. said that his own fleet also had 1/3 of the vehicles out of service, and the volume of traffic dropped. Your income is insufficient.
The days of engineering vehicles are also bad. “The situation in the real estate industry is well-known that concrete mixers and earth-moving vehicles face the dilemma of no work,†said Li Gang.
The truck service station where Yang Baocai is located is responsible for the vehicle maintenance and repair of Shaanxi Automobile and Heavy Duty Truck brand. He has had a very good say in the Shanghai market in recent years. "Last year last year I would like to repair 100 cars a day, but now I will repair a few cars?" This sentence undoubtedly made the best comments for the truck market in Shanghai this year.
According to Wang Fengfeng, sales manager of Fast Sales Shanghai, only the market for medium-light trucks is slightly better.
Passenger car market: It is so stable compared with the truck market, Shanghai's bus market is much happier.
“Overall, one of the characteristics of the domestic passenger car market is stability, which is fully reflected in the Shanghai passenger car market this year.†Chen Shiping, deputy general manager of Shanghai China Travel Motors Co., Ltd., told reporters.
It is understood that Shanghai's bus traffic lines, vehicles, passenger capacity ranks first in the country. "Shanghai's bus traffic is almost 8 million passengers per day," the industry sources said, but due to various reasons, other brands of vehicles can not enter the Shanghai bus market.
At the same time, Shanghai has now formed an ultra-large-scale comprehensive transportation network consisting of five types of transportation including railways, waterways, highways, aviation, and pipelines. According to statistics, there are 47 passenger terminals in Shanghai and 1,611 long-distance telephone lines. “After the rise of the high-speed rail, it will have an impact on Shanghai's long-distance passenger transport routes, but it can be gradually remedied on short- and medium-distance routes,†said Chen Shiping. In addition, as a famous tourist city in Shanghai, its tourist travel has been renewed. “There are nearly 150 tourist passenger transport companies in Shanghai, and there are nearly 10,000 passenger coaches. There are more than 2,000 vehicles in Shanghai Jinjiang Business Travel. The prosperity of this market is evident.â€
At the same time, supermarket shuttles and commuter shuttles are in full swing in Shanghai. "When Intel withdrew from the beach, it directly led to many commuter shuttles being laid off," the industry source recalled. This also proves that international metropolises favor this business. The reporter saw five buses on the parking lot of the agricultural and commercial supermarket near Luban Road in Huangpu District. The attendance at noon was still not low.
Industry health is not afraid of policy changes. The reason why the Shanghai truck market is so bleak is that the bus market is so stable that it is largely thanks to policies.
Take the approval of the operating permit as an example. In the same way, the market for cards would fall into the freezing point immediately after the “injunction†entered into force, until today it still relies on sporadic vehicles to renew its life. After the Shanghai World Expo, the relevant departments in Shanghai have also rigorously examined and approved passenger vehicles. It is said that strict control over operating qualifications is available. The Shanghai passenger transport market is still developing in an orderly manner. “The Shanghai passenger transport market is relatively standardized. The government has more operational management of vehicles, and passenger transport companies have done a better job.†Chen Shiping said that the development of the road passenger transport industry in Shanghai is very healthy.
The freight market is not such a scenario. “We have tried the franchise in the earthmoving market, and one or two companies in one area are responsible.†A truck dealer told the reporter, “But we found that the market has made money, and they all came in, but instead made the market. More chaotic.†Even more so in the truck market.
Before leaving Shanghai, the reporter summed up the biggest gains of this visit: the industry is not healthy, not only does not have enough ability to resist market risks, but also can not adapt to changing industry policies.
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