The hottest stimulus policy is still in 2017, and

2022-10-01
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The stimulus policy is also expected to continue the recovery of heavy trucks in 2017

the stimulus policy is also expected to continue the recovery of heavy trucks in 2017

China Construction machinery information

on the whole, the keynote of the automotive policy in 2017 is still relatively friendly. Under the idea of steady growth, the stimulus policy of the automotive industry is still possible to exceed expectations, and the growth of the automotive market need not be too pessimistic

in 2016, China's automobile market showed the characteristics of structural high growth, with the passenger car and heavy truck markets showing a high growth trend, promoting the automobile industry to become a pillar industry of the national economy. In 2017, China's automobile market is facing many opportunities and challenges. In this way, the central economic work conference made it clear that in 2017, the proactive fiscal policy and prudent monetary policy will continue to be implemented, and the prevention and control of financial risks will be placed in a more important position. Real estate regulation will take into account demand management and increase land supply. On the whole, the keynote of the automobile policy in 2017 is still relatively friendly. Under the idea of steady growth, the stimulus policy of the automobile industry is still possible to exceed expectations, and the growth of the automobile market need not be too pessimistic

the growth trend of new energy vehicles remains unchanged

new energy vehicles are the fastest-growing field stimulated by subsidies. It is estimated that there will still be 50billion subsidies in 2016. With the deepening of fraud investigation, compensation and elimination of bad phenomena in the industry, the industry is gradually on a healthy growth track

in 2015, the growth of new energy vehicle market was overheated, and the loopholes in subsidy policies led to some false production and marketing behaviors. With the gradual implementation of the fraud and subsidy verification started in June 2016, the bad phenomena in the industry were curbed, but the industrial development also gradually tended to be anxious. Fortunately, the subsidy for new energy vehicles is about to decline, and the fourth batch of subsidy catalogue was released in December, giving car companies huge profit margins and inventory clearing opportunities, which is also a good promotion for the development of new energy vehicles in 2017

as the industrial chain will gradually weaken its dependence on government subsidies, new energy vehicles will turn to the track of focusing on market demand and cultivating the industry's own development ability. In 2016, China produced 390000 new energy vehicles, with a year-on-year increase of 65%. It is expected that the production and sales volume of 500000 vehicles in 2016 will be realized, and the subsidy will reach 50billion. With the maturity of the industry and the improvement of infrastructure, it is expected that the overall production and sales of new energy vehicles will reach about 750000 by 2017, and the subsidy will still maintain a scale of more than 40 billion

in the past two years, the diversion effect of railway and high-speed railway on highway transportation has existed for a long time, but the bus is stable. Among them, the sales volume of bus has increased significantly, mainly due to the strong subsidies and high profits of new energy bus. New energy bus and seat bus are high gross profit products. As the growth of bus sales is related to the growth of new energy bus sales, the national subsidy for new energy buses is super strong, which greatly promotes new energy bus sales. From the perspective of passenger car control of ternary lithium battery, passenger cars should still grow steadily in the future under the protection of interests

the recovery of heavy trucks is expected to continue.

this year, the growth rate of China's commercial vehicle sales has rebounded slightly, and the cyclical recovery of heavy truck sales is obvious. In recent years, China's economy has been under great downward pressure, and the commercial vehicle market as a whole has been sluggish. In 2016, with the recovery of the heavy truck industry and the formal implementation of the new regulations on overload control in September, the overall growth rate of commercial vehicles has turned negative to positive

in particular, the strict implementation of gb1589 overload control has led to a serious shortage of transport capacity. Affected by the decline of single vehicle transport capacity, the demand for heavy trucks and light trucks has experienced a short-term blowout, which has promoted the rapid growth of heavy trucks, especially logistics heavy trucks, after October. As a means of production, the freight increase has a great impact on the price of bulk commodities, and the freight increase cannot be achieved in one step. Therefore, from the perspective of operation, the transportation capacity gap can only be solved through re purchase in the short term

the rapid growth of commercial vehicle sales in 2016 was mainly due to the high growth of the heavy truck industry. It is expected that the heavy truck sales in 2017 will increase rapidly in the first half of the year, driving the overall sales of commercial vehicles

the cost of light trucks has increased significantly due to the impact of the fourth national emission upgrading, which has a certain negative impact on demand in the past two years. With the strict investigation of emission fraud and the gradual digestion of the cost increase caused by emission upgrading in May 2014, the renewal demand of light truck as a means of transportation will be gradually released. The upgrading of agricultural vehicle products in 2017 will be incorporated into light truck, and the sales volume of light truck industry is expected to gradually recover

in a word, new energy vehicles are a structurally high subsidy and high profit industry. In 2017, new energy vehicles will still develop at a high speed under the high subsidy after adjusting the current low recycling rate of waste plastics in China. Driven by the overload control, this round of heavy trucks is expected to continue next year. Light trucks are also being cleaned up by agricultural vehicles to promote higher growth. Only the demand for passenger cars is weak due to overdraft and economic downward pressure, forming a trend of strong business and weak passenger

Cui Dongshu predicts that the growth rate of commercial vehicles is expected to reach 3% in 2017, and the overall vehicle market can still achieve a rapid growth of 5%

it is necessary to understand the mechanical properties and failure characteristics of materials under compression through compression experiments

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