8月(yue)2日,第一商用車網數據顯示,2019年(nian)7月(yue),我國重(zhong)卡(ka)市(shi)場(chang)共銷售(shou)各類車型7.6萬輛,環比(bi)下降27%,同比(bi)增長2%。1-7月(yue),重(zhong)卡(ka)市(shi)場(chang)累計銷量為(wei)73.23萬輛,同比(bi)下降2%。
分(fen)企業(ye)看,一汽(qi)(qi)解放7月銷(xiao)售(shou)(shou)(shou)重(zhong)卡1.9萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)增(zeng)長41%;今(jin)年(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)累(lei)計(ji)銷(xiao)售(shou)(shou)(shou)19.21萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)增(zeng)長8%,市場份(fen)(fen)額(e)為(wei)26.2%。東風集(ji)團(tuan)7月銷(xiao)售(shou)(shou)(shou)1.6萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)增(zeng)長16%;今(jin)年(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)累(lei)計(ji)銷(xiao)售(shou)(shou)(shou)14.27萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)增(zeng)長6%,市場份(fen)(fen)額(e)為(wei)19.5%。中國(guo)重(zhong)汽(qi)(qi)7月銷(xiao)售(shou)(shou)(shou)重(zhong)卡1.22萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)下(xia)降8%;今(jin)年(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)累(lei)計(ji)銷(xiao)售(shou)(shou)(shou)11.54萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)下(xia)降6%,市場份(fen)(fen)額(e)為(wei)15.8%。陜汽(qi)(qi)集(ji)團(tuan)7月銷(xiao)售(shou)(shou)(shou)1萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)下(xia)降8%;今(jin)年(nian)(nian)(nian)上(shang)半(ban)年(nian)(nian)(nian)累(lei)計(ji)銷(xiao)售(shou)(shou)(shou)10.95萬(wan)(wan)(wan)輛(liang),市場份(fen)(fen)額(e)為(wei)14.9%。福田汽(qi)(qi)車7月份(fen)(fen)銷(xiao)售(shou)(shou)(shou)6600輛(liang),同(tong)比(bi)(bi)下(xia)降24%;上(shang)半(ban)年(nian)(nian)(nian)累(lei)計(ji)銷(xiao)售(shou)(shou)(shou)5.26萬(wan)(wan)(wan)輛(liang),同(tong)比(bi)(bi)下(xia)降27%,市場份(fen)(fen)額(e)為(wei)7.2%。
中信證券汽車(che)行(xing)業分析師認為,天然氣(qi)重卡(ka)(ka)7月1日起(qi)執行(xing)國VI標準,價格(ge)較(jiao)國V高出3萬-4萬元,導(dao)致5-6月終端天然氣(qi)重卡(ka)(ka)出現搶裝行(xing)情,存在透支(zhi)。疊加三季(ji)度(du)是(shi)重卡(ka)(ka)行(xing)業傳(chuan)統淡季(ji),因(yin)此7月銷量環比(bi)回(hui)落,但受益于低基數(shu),同比(bi)增速(su)轉正。重卡(ka)(ka)行(xing)業短期銷量會有(you)擾動,但現階(jie)段(duan)行(xing)業投資的(de)核心(xin)邏輯是(shi)“格(ge)局優(you)化(hua)+產品升級”。
業內分析人士認為(wei),8月份重卡市場銷量雖有望持(chi)平(天然(ran)氣車預掛對批發銷量帶來的(de)短(duan)期利好),但今年下半年的(de)重卡行業累計銷量將(jiang)呈現5-10%的(de)下滑。
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