Most people say that heavy trucks are growing. Do

It is said that the heavy truck is increasing. Do you know how much the natural gas heavy truck has fallen

the recent heavy truck market continues to grow. However, can the natural gas heavy truck segment grow? In particular, the recent ups and downs of LNG prices have fallen to the level before the "gas shortage" at the end of last year. Natural time: May 20, 2015 (2) 3. Can the gas truck market benefit from this

it was recently learned that in the first four months of 2018, the domestic natural gas heavy truck market produced 7131 vehicles of various types, a sharp decrease of 67% from 21800 vehicles in the same period last year. Moreover, the market has fallen by more than 50% every month since this year: 75% in January, 83% in February, 66% in March and 57% in April. Although the decline in April narrowed slightly, the overall situation is still very optimistic

the above figure also shows that the market trend of natural gas trucks in the first two months of 2018 is almost equal to the curve of 2016; In the last two months, the output has not reached the same period in 2014, let alone 2017

according to the analysis of first commercial vehicle, the natural gas truck market has fallen sharply this year, mainly due to two reasons. First of all, the road freight rates continue to decline, and the vehicles are seriously saturated, resulting in the continuous downturn of the overall tractor market. The natural gas truck, with the tractor as the main model, has also been greatly negatively affected

according to the data of China Automobile Association, on the basis of different fixtures, China's heavy truck market sold 122800 vehicles in April, an increase of 18% year-on-year; Monthly cumulative sales of 446200 vehicles, an increase of 15% year-on-year. Although the large market is still growing, as the top priority of the heavy truck market, the tractor market only sold 45600 vehicles in April, experiencing a 9% decline. So far, this has also greatly reduced the cost expenditure. The tractor market has experienced four consecutive months of decline in 2018 (a year-on-year decline of 16% in January, 43% in February and 5% in March); In this month, the tractor market sold 184200 vehicles in total, a year-on-year decrease of 18%, 40400 vehicles less than the same period in 2017. None of the top ten enterprises was spared, and all suffered a decline

there is no doubt that the market overdraft caused by the overload control policy last year has led to a decline in the tractor market all the way this year, and a major decline in the whole year is almost certain. In the overall environment of sluggish demand, the LNG tractor segment is also difficult to escape

it cannot completely cover them. The tide of "gas shortage" and shutdown at the end of the year have broken the confidence of a large number of LNG truck users. Although the LNG price has been declining since March this year, and even reached a lower level than before last year's "gas shortage", at the same time, the diesel price has also increased, which further widened the oil and gas price difference; Even so, many truck users are still skeptical about this: who will repay the car loan in case of another gas shortage and mass outage after buying the LNG car? Who will raise the family? Uncertainty about the future may be more daunting than demand itself

in addition, the road coal transportation market this year is not as hot as that of the same period last year, which also frustrates the demand of LNG heavy truck market

production schedule of domestic natural gas truck enterprises in 2018 (unit: Vehicle)

"there is a finished egg under the nest". The natural gas heavy truck market fell heavily, and the enterprises in it were also in a bad situation. As can be seen from the table below, all enterprises experienced a decline in August. Among them, China heavy truck has produced 1725 vehicles in total, with a year-on-year decrease of 27% and a market share of 24.2%; Foton produced 1061 natural gas trucks in total, down 41% year-on-year, with a market share of 14.9%; Shaanxi Automobile has produced 912 vehicles in total, with a market share of 12.8%; Dongfeng Motor Group and FAW Group have produced 688 and 602 gas trucks respectively, with market share of 9.6% and 8.4% respectively

United truck, beiben heavy truck and SAIC Hongyan produced 461, 207 and 195 natural gas trucks respectively, with market shares of 6.5%, 2.9% and 2.7%. Compared with the situation that seven enterprises produced more than 1000 and ten enterprises produced more than 100 in the same period last year, only two enterprises produced more than 1000 and eight enterprises produced more than 100 in this month. We can see the seriousness of the situation

it seems that the natural gas truck market was flat in 2015 and the first half of 2016. In the second half of 2018, will this highly concerned clean energy segment improve