Through the strong sales in November and December, Yutong is drawing its last "Arc" for its basic goal of a year-round level.
After experiencing a small downturn in October, the bus market went out of the V-shaped trough in November, and the sales curve began to climb. As a trend indicator for the bus industry, Yutong released the November sales and sales bulletin at the beginning of this month (almost every passenger vehicle listed company has only Yutong’s sales and sales news at the beginning of each month).
The company sold a total of 2,876 buses in November. In November, it sold 23,287 vehicles, a year-on-year decrease of 3.64%. At the same time, the latest news learned by the first commercial vehicle reporter is that Yutong’s December sales are likely to exceed 4,000 units, and all companies are working overtime.
This means that the Yutong Bus will increase to 8,450 units in the fourth quarter (3796 units, 7565 units, and 7474 units in the first three quarters respectively), which in turn locks her huge annual sales figure to 27,000 units, compared with 2008. Flat.
In my opinion, this series of numbers actually contains two layers of meaning.
First, the sales of passenger cars in the period from November to December increased by at least 50%. In October, Yutong sold 1,576 buses, an increase of 82.48% from the previous month in November, and a year-on-year increase of 57%. It can be judged that the passenger car industry has a larger growth year-on-year, and the passenger car industry is still in a rapid rising period in the second half of the year and will continue to be hot in December.
The second is that the medium and light buses are the fastest. Yutong Express reported in November that from January to November, medium-sized and light buses have achieved positive growth, reaching 4.32% and 1.75% respectively. This can basically reflect the sales trend of the passenger car market segment variety structure this year.
In addition to the month-on-month increase in sales in November, Yutong ushered in two long-delayed big orders in the last two final months of the 2009 adjustment year. These two large orders may bring unpredictable effects to the domestic new energy bus market.
Is the sum of the end of November delivered 10 13.7 m gasoline-electric hybrid buses to Zhengzhou bus company; the other is the pen Hangzhou Yutong won 60 new hybrid buses and large unit. Because until there is no bulk orders, so we may just be seen as a turning point in November to January Yutong new energy bus, it is a key month Yutong new energy bus mass production.
Compared to other companies, Yutong New Energy Bus should be considered a slow pace. For example, Ankai, Shenwo, CSR Times, Golden Travel, Euro V, Wuzhou Long, Hengtong and other companies have already produced different numbers of new energy buses. This is due to the fact that the purchase of local new energy vehicles in Henan is one beat slower than in Beijing, Shanghai, Hunan, Wuhan and other places. On the other hand, it is Yutong's technical policy of insisting on mastering the electronic control strategy for new energy vehicles. The adherents include the relatively different CSR era, as well as Golden Brigade, Yutong, etc.) The price of this policy is that it may be slower than other companies.
On the issue of new energy buses , the “first echelon†has given the outside world the impression that the market reaction is not very fast, and Haig’s situation with Yutong is somewhat similar. So far, Hagrid has just had several hybrid buses in Suzhou. But in itself, the current new energy bus market is a bit like vassal, and can only rely on local governments to pay, while the local government is certainly to protect the local auto companies, so most of the orders "is yours or yours", it is difficult for others to grab Go - Of course, except for a few cities such as Hangzhou that lack a new energy bus industry. Instead, it is better to go each way, adhere to their own established guidelines, improve the matching and reliability of the vehicle and new energy power module, reduce the failure rate of future operation, and then grasp some of the key technologies of new energy vehicles.
The gradual mass production of Yutong New Energy Bus will have a major impact on the entire industry. Although the Zhengzhou order for this purchase is still the designated Eaton system, it is expected that in 2010, Yutong will provide many second and third tier companies with its mature new energy vehicle matching technology, independent electronic control strategy and low cost advantage. Bring pressure.