December 22, 2024

·The output of natural gas heavy trucks broke the record of 10,000, and the number of 96,000 vehicles rose 4 times.

Despite the skyrocketing LNG price in November and December, the natural gas heavy truck market temporarily fell back, but it quickly rushed to a high level and the monthly output reached a new high.

The monthly output is 14,400 vehicles! This is just a copy of the answer to the natural gas truck market in China in December 2017.

It is reported that in December 2017, the natural gas heavy truck market produced a total of 14,400 vehicles of various types, an increase of 195% over the same period of last year. It broke the record of the monthly production of natural gas heavy trucks and never broke the record, creating a record high. Through this “Dongfeng”, the natural gas truck market produced a total of 96,000 vehicles in 2017, a sharp increase of 389% compared with 19,600 vehicles in the same period of last year, setting a new record. Considering a part of the inventory and production and sales factors, the total sales volume of the natural gas heavy truck market in 2017 is expected to be 80,000 to 85,000.


Monthly chart of the natural gas truck market in 2014-2017

As can be seen from the figure below, in 2017, tractors continued to dominate, with a market share of 82.14% in natural gas trucks and 6.91% in dump trucks. Other vehicles (including trucks and chassis, mixer trucks and The proportion of chassis, garbage trucks, sprinklers, etc.) is 10.95%. This pattern and development trend will not change much in 2018.

2017 natural gas heavy trucks

Why is the production of natural gas heavy trucks high in December?

The natural gas truck market in the fourth quarter of 2017 is actually a sweat.

“Monthly Chart of Natural Gas Truck Market in 2014-2017” shows that from November 2016 to October 2017, the natural gas heavy truck market has re-entered the fast growth channel, and the monthly production growth rate is three digits, and the minimum is 200. More than %, more than 900%. The reason for the explosive growth, the first commercial vehicle network has previously stated, including the expansion of oil and gas price differentials, the economics of LNG use is obvious; the low season of coal transportation is not weak; the heavy truck market is stimulated by governance and fixed asset investment, creating a record high (year-round sales) 111.7 million vehicles, which in turn led to the recovery of natural gas heavy truck market segments.

This blowout continued until November 2017, and it came to an abrupt end. The natural gas truck market in that month was only about 6,800 units, which was narrowed to 120% year-on-year and 11% lower. There are many reasons for this. The most important one is the sharp increase in LNG prices in the middle and late November. According to statistics, since mid-November, large-scale LNG prices have risen in Hebei, Henan, Shandong and other places. Since then, there has been a lot of uncontrollable, and there have been 15 (days) consecutive rises, 18 consecutive rises, and short-term corrections at the beginning of December. The triumphant triumphant, all the way up, for 15 days, the LNG ex-factory price in a large number of areas has risen hundreds of dollars or even thousands of yuan / ton, which in turn led to a retail price per kilogram of LNG filling stations higher than the retail price of diesel by more than 2 yuan or even 3 The situation of Yuan Duo. The upside down of oil and gas prices is equivalent to fundamentally subverting the economic advantages of LNG trucks compared to diesel trucks, which has made many LNG truck owners and fleets unaffordable, and their operations have been out of service.

The reason for the continuous increase in LNG prices is actually very simple, that is, the conversion of coal to gas in the northern heating season. In the northern provinces and cities, starting from the heating season in November, according to the requirements of the Ministry of Environmental Protection, the large-scale heating from coal burning to burning gas to reduce the smog weather in the north, but unexpectedly, due to the limited annual production of pipeline natural gas in China After the "coal to gas", the demand for civilian natural gas is too strong or even in short supply. Soon, the tight supply of natural gas in the northern region will gradually become more and more, not only the shortage of CNG supply for taxis, but also the difficulty of heating and the promotion of peaks in some places. Cooking situation. The most obvious LNG price for marketization has doubled in January. According to statistics, in November 2017 alone, the price per ton of LNG in the LNG market rose from 4,000 yuan at the beginning of the month to 8,000 yuan at the end of the month. During the period, there was even a 7-day increase of 17%. The market was chaotic. People were not expected.

So why is the output of natural gas heavy trucks high in December?

It is understood that the production of natural gas trucks in December was high, mainly because manufacturers and dealers were optimistic about the market in 2018, so some production and stocking work was done ahead of schedule. It is understood that in early December 2017, in the face of the shortage of natural gas in the northern market, the Ministry of Environmental Protection issued a letter on the Beijing-Tianjin-Hebei and surrounding cities on December 4th, "Please do a good job in comprehensive management of loose coal to ensure the warmth of the people to work over the winter." The urgent document, which clearly stated, “adhere to the principle of ensuring the warmth of the people to spend the winter”, “every project and place that has not been completed, continue to use the past coal-fired heating methods or other alternatives.” In early December, the National Development and Reform Commission It also convened 11 regional related industries including Shaanxi, Inner Mongolia, Ningxia and Xinjiang to hold a warning meeting for LNG price regulations and policies, demanding that no price should be maliciously carried out, and that any other form of price violations and price monopolistic behaviors should not be implemented. The change of policy and wind direction, coupled with the containment of gas price formation in the South-East Gas Movement, began in mid-late December, and the prices of LNG in various places have gradually declined. In some areas, there have even been prices in the latter part of the month. The LNG price situation has turned sharply, and many heavy truck companies and dealers have seen signs that the LNG truck market will continue to develop steadily in 2018. Therefore, companies and dealers are optimistic about the 2018 market, ahead of production and stocking, making LNG truck production in December. With breakthrough progress, a new monthly record has also been created.


2013-2017 natural gas truck production list

The liberation of Shaanxi Automobile Heavy Machinery Co., Ltd.

In terms of the competitive landscape, compared to 2016, the 2017 natural gas truck market has undergone new changes.

First of all, FAW liberation jumped to the first place in the industry in 2017, and the market ranking increased by two. In 2017, it produced 1,998 natural gas trucks, a year-on-year increase of 6.13 times, and the market share reached 20.8%. Shaanxi Automobile still ranks in the top two in the industry. In 2017, it produced 19,600 natural gas heavy trucks, a year-on-year increase of 530%, with a market share of 20.5. %. The qualifying of FAW Jiefang and Shaanxi Automobile will continue in 2018.

China National Heavy Duty Truck jumped from the fourth in 2016 to the third in 2017. In 2017, it produced a total of 13,500 natural gas heavy trucks, up 4.9 times year-on-year, and its share rose to 14.1%. It is followed by Dongfeng Motor Group. In 2017, it produced a total of 12,600 gas trucks, a two-fold increase over the same period last year, with a share of 13.2%. The battle for the third and fourth place will also be one of the highlights of 2018. At the same time, Liberation, Shaanxi Auto, Heavy Duty Truck and Dongfeng are four companies with a production volume of over 10,000.


2017 natural gas heavy truck market production at a glance (unit: car)

Beiqi Foton maintained its fifth position in the industry in 2017, accumulatively producing 7,154 natural gas trucks, a 3.4-fold increase over the same period of the previous year, with a market share of 7.5%. The sixth-largest express car rose rapidly. In 2017, it produced a total of 6,691 natural gas heavy trucks. The gap between the cars is small, the industry ranking has risen by two, and the market share has risen to 7.0%. The seventh joint truck is an established company in the natural gas heavy truck market. In 2017, it produced 4,106 vehicles, a year-on-year increase of 252% and a market share of 4.3%. SAIC Hongyan rose from the tenth in 2016 to the eighth in 2017, up 804% year-on-year to 2,442 units, and its share also rose to 2.5%. In 2017, Valin Motor produced 2,339 natural gas heavy trucks, a year-on-year increase of 151%, with a market share of 2.4%. The tenth Beiben and the eleventh Jianghuai heavy trucks produced 1,396 natural gas trucks and 407, respectively, with a growth of 339% and 54 respectively. %.


2017 natural gas heavy truck enterprise market share list

In January 2018, LNG prices once again experienced large fluctuations. Some experts predict that it will not show a relatively stable or even rapid decline until March. However, some people think that the price of LNG will fluctuate greatly and will be 2018. LNG car demand confidence has a serious impact. In any case, with the "in the past" at the end of 2017, the natural gas truck market in 2018 will not rise as it did in 2017, but it is likely to have a certain year-on-year decline.

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