· The 12th Five-Year Plan for Western Development will benefit the commercial vehicle market

Recently, the reporter learned from the National Development and Reform Commission that the State Council officially approved the "Twelfth Five-Year Plan for the Development of the Western Regions" (hereinafter referred to as "Planning"), and determined that the "12th Five-Year Plan" period in the development of the western region is in the comprehensive economy. 7 goals of infrastructure, ecological environment, characteristic industries, public services, people's lives, reform and opening up.

Among them, in the key tasks and major projects proposed in the "Planning", the first article is to continue to prioritize infrastructure construction and accelerate the construction of a moderately advanced, functionally matched, safe and efficient modernization foundation focusing on transportation and water conservancy. Facilities system.

This is good news for the current depressed commercial vehicle market, because the commercial vehicle market is mostly a policy market. To this end, the reporter interviewed several domestic commercial vehicle companies, trying to feel the policy vane from the enterprise level.

"Planning" will benefit the commercial vehicle industry for a long time

“Whether it is the construction of the highway trunk network connecting the eastern and central regions, or the construction of a modern infrastructure system focusing on transportation and water conservancy, it will bring new demand to the construction vehicle market; after the completion of the road network, it will drive the economy of the western region. The development and promotion of the logistics industry in the eastern and western regions will bring huge market space for the trunk road vehicles. This is good news for the whole industry, and this year's truck market demand will undoubtedly play a pulling role." — A related person in charge of Dongfeng Commercial Vehicle Company outlined the positive impact of “Planning” on the truck market.

Liu Keqiang, Assistant General Manager of Shaanxi Automobile and General Manager of Intelligent Service Center, also said in an interview with this reporter that if the future "Planning" is really implemented, it will be for the heavy truck market, the China card market and the engineering dump truck market. It is good news.

"Since last year, the heavy truck market has been in a downturn, and the decline in January this year is also quite strong. This is related to the national policy and investment. The heavy truck market situation is very good from 2009 to 2010, and the result is that the investment of 4 trillion yuan will end in 2010. The situation is very obvious. If the infrastructure construction in the Plan starts, I believe there will be more opportunities in the west." Liu Keqiang said.

Zhang Xiaofan, general manager of Dongfeng Light Commercial Vehicle Marketing Co., Ltd. said that the “Planning” emphasizes “further strengthening the connection of road networks, opening up the inter-provincial 'decapitation road', and building road trunks and international transportation corridors connecting the eastern and central regions. For automobile companies, it is undoubtedly beneficial, and light commercial vehicle manufacturers will also be one of the beneficiaries; and this benefit implies a huge logistics and transportation vehicle market, which may lead to automobile enterprises in the logistics vehicle market. A new round of competition.

"From the perspective of our light commercial vehicle marketing, the road network connectivity of the western development will bring about a rapid growth of the national economy in the western region, and the demand for road freight will increase substantially, which will bring logistics special vehicles. "The expansion of market share." Zhang Xiaofan explained, "Light trucks as one of the means of production have a greater correlation with the growth rate of social fixed assets investment. From the "plan" analysis, road freight demand, infrastructure construction, etc. will be To a certain extent, promote the development of the light truck market."

The "Planning" will focus on solving the problem of channel construction and road network improvement, which will also bring new development opportunities to the bus industry.

Hu Jiandu, head of the Suzhou Jinlong Market Research Department, told reporters that in the long run, the “Planning” will drive the development of the passenger transportation industry in the western region, which will undoubtedly drive the development of bus companies. He said: "The western region is vast and the population is unevenly distributed. In many places, people are very inconvenient to travel because of road restrictions. If these trunk lines connecting the east and the west are completed, it will provide more convenient exchanges and interactions between developed and non-developed regions. The path will be more convenient for ordinary people. For the passenger car market, as long as the rigid demand for road passenger transport exists, the prospect of bus enterprise development is good. We often say that there is a road to have a car."

Expect the policy to be implemented as soon as possible

"Although the 12th Five-Year Plan for the development of the western region has been approved by the State Council, but when it is approved, when will it be implemented, what are the implementation rules, and what relevant fiscal policies are still unclear. Looking at it now, it may have a favorable impact, but whether it can pull the market and drive the market is still depends on implementation.” Cao Changxin, executive general manager of China National Heavy Duty Truck Jining Commercial Vehicle Co., told reporters.

Indeed, in the industry, the "Planning" is a good direction. If you want to see the actual results, you need to see the specific implementation opinions and implementation rules, and understand the central government's balanced transfer payments, special transfer payments and central finance. The intensity of the investment in the western region is high, and the proportion of the central special construction funds invested in the western region is high.

Moreover, the implementation of the policy is hierarchical, and the impact on different companies and different models will be different.

"We have seen that most of the development of the western region is infrastructure projects such as water conservancy projects, railways, highways, airports, etc. The first thing that needs to be the engineering dump trucks, so this room for growth is relatively large. After the roads are built and the road network is connected, It will drive the western tractor market, but it will take a year or two after the road network is built. Plus, our country’s practice is to plan for the first year, and the second year, this year is another year for China. So I have more confidence in 2013." Cao Changxin said.

At the same time, Cao Changxin has another worry. "Because the economic situation was not good last year and the previous year, many owners' drivers did not earn money, and the checkout was not good. They all took the car to the used car market to buy and sell. The price advantage of the used car attracted a considerable number of customers. Our new car sales have a big impact."

General Manager Zhang Xiaofan said that the construction of modern infrastructure system in the development of the western region will bring certain growth space for light commercial vehicle manufacturing and sales enterprises, but there will be no room for growth of heavy truck enterprises, especially in the field of engineering special vehicles. .

"It should be said that the construction of a modern infrastructure system will have some promotion effects for this year's light truck market, but the pulling effect in a short period of time will not be too obvious, because the basic investment construction also needs a process, but for us It is necessary to prepare in advance," Zhang Xiaofan said.

Liu Keqiang said that if the plan for the development of the western region can be implemented, the advantage for Shaanxi Automobile will be greater. "On the one hand, we are in the west, the western market has always been our more important base; on the other hand, in our product structure, the dump trucks account for a very large proportion, which is an advantage. If the products are mainly tractors, it is possible. The positive effect is not so obvious."

Entering the west is already in action

"We have already realized the opportunity in the west. From the approval of the 'Twelfth Five-Year Plan', we can see that the country is now ready to work, and we are also preparing accordingly. Now we have started in Sichuan, Chongqing, Guizhou, The provinces of Qinghai and Gansu actively deployed sales and service networks. Two days ago, I just went to Golmud, and went to see the western market. Now, the dealers are still very confident." Cao Changxin said.

Like China National Heavy Duty Truck Jining Commercial Vehicle Company, Shaanxi Auto is also actively planning and planning the market in the western region. Shaanxi Automobile Liu Keqiang told reporters that in the future, Shaanxi Automobile will pay more attention to the western region.

“At present, I think the best market in the west is Xinjiang. Now Xinjiang is limited by the transportation conditions and other hardware. The quantity of heavy trucks is far from the proper size. Xinjiang’s coal resources are very rich, and now many companies have invested in the past. This will increase its demand for heavy trucks. So I think that the Xinjiang market should be full of vigor in the next few years, a bit like the Inner Mongolia market in previous years, and the impact of the development of the western region. In the western provinces, Xinjiang will be One of the most promising sectors in the heavy truck market."

In the interview, the reporter learned that Shaanxi Automobile started the construction of the “Xinjiang Factory Project” last year and will officially start construction this year.

“Our factories invested in Xinjiang and Inner Mongolia are mainly based on new energy. In the past, after the natural gas heavy truck was produced in Xi'an, there was no gas station along the way, and it could only be towed to Xinjiang and Inner Mongolia by trailer. It costs 10,000 yuan. If it is produced locally, the cost will be greatly reduced. This will make the vehicle more competitive and will bring higher value to users." Liu Keqiang said.

At the same time, the service network and marketing network expansion rate in the western region will far exceed that in the eastern region. "This is also a test for us. The western region is vast and the working conditions are more complicated. In the expansion of the service network and spare parts, we need to do more efforts and upgrades. We have already started to do it." Liu Keqiang Added.

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