In the first half of this year, although the overall performance of the passenger car market was unsatisfactory, there were still three highlights.
First, the performance of large and medium-sized buses is relatively outstanding.
From January to June, the cumulative sales of large and medium-sized buses in the industry totaled 66,782 units, a year-on-year increase of 6%, far higher than the industry's average increase (3.31%). Among them, "Yitong Sanlong" sold a total of 36,151 large and medium-sized passenger cars (17042 Yutong, 8930 Haige, 6247 Dajinlong, and 3932 Xiaojinlong), accounting for 54.13% of the total sales of large and medium-sized buses, a year-on-year increase of 11.75% (basically more than double the average increase of medium and large passenger cars). From the perspective of weight, the relatively outstanding market performance of "One Link, Three Dragons" is a determinant of the overall performance of large and medium-sized buses. Among them, the pursuit of operating performance plays a leading role. It is understood that in 2011, Yutong will continue to focus on the focus On large and medium-sized buses, while effectively promoting the growth of sales of large and medium-sized buses, it has ensured that the operating performance of Yutong has increased steadily.
Second, exports are better than domestic sales.
From January to June, 29 of the 50 bus companies were involved in exports, and 12,430 buses were exported, a year-on-year increase of 32.70%, which is nearly 10 times the industry average increase. Excluding the export factor, the year-on-year increase in the domestic market is only 0.3%. It can be seen that although the export of passenger cars has encountered international chaos and the performance is still commendable, the situation in the domestic passenger car market is even more severe. “Exports are better than domestic sales. "It is an opportunity that should be cherished in the current difficult period of the passenger car market.
Judging from the sales data of “One Link, Three Dragons”, the gap between export and domestic sales is relatively flat. From January to June, “One Link, Three Dragons” totaled 7,889 passenger buses, accounting for 63.47% of the total exports, a year-on-year increase of 23.19. %, Excluding the export factor, the year-on-year increase in the domestic market was 5.66%. China is the world's largest passenger car market and the cornerstone of the market for Chinese passenger car companies. For mainstream companies, planting their own "one acre and three points" is the prerequisite and condition for external expansion. Of companies exist, but putting the cart before the horse is not the mainstream.
Third, buses and buses have begun to exert their strength. In June, the number of buses sold was 7,318, accounting for 34.23% of the total sales of buses, an increase of 8.3 percentage points from the average share of buses in the previous five months of 25.93%, a year-on-year increase of 40.70%, supporting the sales of buses in June The main factor behind the substantial growth.
In June, the sales volume of “one-pass, three-long” buses was 2,278, a year-on-year increase of 70.76%, of which the sales of large-scale buses reached 1,530, a year-on-year increase of 92.94%, which played a certain role in effectively improving the operating quality of buses. As we all know, the bus market is the hope for the bus market to come out of the slump, but it is also a fact that the quality of the bus business is not high. How to find a balance between sales volume and performance is a touchstone to test the marketing experience and management level of bus companies.
The continued maintenance and development of these bright spots will surely make the bus market full of hope in the second half of the year.