Truck driver repays the difficulty of the card industry chain to recover urgently

Original title: Discover small and medium -sized and micro -logistics companies: truck drivers repay their loans and difficulties in the card industry chain urgently need to recover

At present, small and medium -sized logistics companies are facing the dual pressure of "less supply and high cost". The heavy truck industry in the same industrial chain has undergone a "13 consecutive decrease" after monthly sales. The game and self -rescue of an industry and cycle are being staged.

"Both the logistics industry and the heavy truck industry are now in the trough, and how companies should save themselves as a problem to solve the problem." An industry insider told the Securities Daily reporter.

The dilemma of heavy truck industry chain is to be solved

Recently, a reporter from "Securities Daily" came to Shandong Sheng International Logistics Market in Jinan City. In the past, the scenes of the car are much cold now. The reporter saw in the market that there were many small logistics companies' door closed, and some stores also posted the notice of "Ji Fang rental".

Chen Wei is the person in charge of a medium -scale logistics company running from the Shandong to Xinjiang route in the market. He told the Securities Daily reporter: "We have been transporting transportation for more than ten years. I bought 15 natural gas cards, but I did not expect that now I face the more "the more you do, the more you pay."

"Now, medium logistics companies are barely barely gritted. Many of those small logistics companies in the" husband and wife shop "are unable to close." Chen Wei said.

Zhang Qiang was a truck driver. In order to achieve the transformation from a truck driver to the boss, in 2021, he used the "zero down payment" opportunity to buy a truck with a loan of nearly 300,000 yuan. However, the market changes caught him off guard. "No favorable factors such as fixed supply, increasing competitors, and rising costs are superimposed. The pressure of more than 9,000 yuan per month is very high." Truck owner Zhang Qiang said to the Securities Daily reporter: "Because the epidemic has repeatedly occurred, the truck driver cannot be as usual as usual. At the same time, the reduction of enterprise transportation demand also makes truck drivers often face a state of no stock. "

The reporter learned that in order to earn money to live and repay loans, even if the supply is less, the road is difficult, and the cost is high, the truck drivers have to continue to leave the car.

The situation of "Zhang Qiang and Chen Wei" is almost a microcosm of small and medium -sized logistics companies in my country. According to the China Logistics and Procurement Federation reports, there are nearly 600,000 legal entities in transportation, warehousing and postal industry in my country, more than 58 million individual business households, and more than 6 million logistics -related market entities. More than 90 % of the legal entities are small and medium -sized enterprises.

The survival dilemma of small and medium -sized and micro -logistics companies has emerged as early as 2021. According to the "Survey Report on the Business Status of Small and Small and Micro Logistics Enterprises" released by the China Logistics and Procurement Association in May this year, more than half of the investigation of more than half of the investigation of small and medium -sized logistics companies in 2021 has suffered losses. 18.4%of companies achieve profitability.

Chen Wei calculated such an account to the reporter of the Securities Daily: "From Jinan to a car shop to Urumqi, Xinjiang, the shipping cost is about 40,000 yuan. After that, the cost of flawed fuel increased by 15,000 yuan, coupled with high -speed fees, labor costs and loss of depreciation, and the cost of only rising to 43,000 yuan back and forth. In addition, due to the reduction in the order of orders, the freight not only did not rise without rising freight, , Even if you run a trip, you will lose thousands of yuan. "

Chen Wei told reporters: "Due to the suspension of work in many places, the supply has also decreased sharply. I ran three times in the past month, and it is good to run now."

In the case where small and medium -sized logistics companies loses their losses, the heavy truck industry on the same industry chain has also been affected and sales have declined. According to the latest data from the China Automobile Association, the heavy truck sales in May were 49,000, a year -on -year decrease of 69.6%, and this was already the 13th consecutive month of the industry's monthly sales declined year -on -year.

"Since the second half of last year, the sales volume of heavy trucks has begun to decline." Li Long, a heavy truck dealer in the Kuangshan Automobile World in Shandong, said to the reporter of the Securities Daily: "When the sales volume in previous years is good, Jinan can sell about 1,000 units a month in one month. Truck, in April of this year, the sales volume dropped to only 100 cars. "

Regarding the reasons for the decline in heavy truck sales, industry insiders believe that on the one hand, it has previously overdrawn the demand, and on the other hand, it is affected by the downturn in the downstream logistics industry.

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, said in an interview with the Securities Daily reporter: "In 2022, truck drivers face the dilemma of decreased supply, high price and gas price, and decline in freight. The income decreases sharply, which has also led to a sharp decrease in sales of heavy trucks. "

Under the "13 consecutive decline" of the monthly sales volume, heavy card dealers face the test of survival. Li Long said, "Now some major dealers can lose 1 million yuan a month, and small dealers will lose more than 100,000 yuan a month. If you follow the current situation, after a year and a half, the dealer will be a year and a half. It's hard to support it anymore. "

Not only is the dealer's life sad, the entire heavy truck industry chain encounters a "cold winter". Oriental Fortune Choice data shows that Dongfeng Automobile and other 7 heavy truck listed companies have declined in the first quarter of revenue and net profit in the first quarter of this year. Similarly, the downstream highway logistics industry is also relatively bleak. In the first quarter of this year, only two of the 7 highway logistics listed companies increased their profits, and 5 companies declined.

Open source throttling actively rescue self -rescue

From the perspective of the industry, heavy trucks are strong cyclical industries and will be affected by factors such as environmental protection policies and overall economic environment. They are highly volatility. They are currently the trough of the heavy truck industry. The prospect is still available. Zhong Weiping, Secretary -General of the Professional Committee of the Commercial Vehicle Professional Committee of the China Automobile Circulation Association, said that from the perspective of historical experience, the switching of each emission standard will produce major sales of the original emission standard models. Large wait -and -see emotions.

In fact, the industry in the industry has a predictable decline in the heavy truck market after the national six switching, and many companies have also taken corresponding measures.

Many companies have actively deployed overseas markets while stabilizing the domestic market position. It is understood that from January to April of this year, the monthly export volume of heavy trucks in China Sinotruk was 6022, 6031, 6105 and 6,500, respectively, breaking the monthly export sales record for 4 consecutive months. The company even proposed the goal of exporting 80,000 heavy trucks this year. This goal increased by 60%year -on -year. In addition, Foton Motors and SAIC -Rock Rock also made breakthroughs in the international market.

For heavy -duty dealers, it is more important to ensure cash flow security by saving expenses. Li Long introduced to the reporter: "Last year, when our 400,000 yuan rented venue, when the rent renewed in April this year, in order to save costs, we retired a venue and saved more than 100,000 yuan."

The above -mentioned industry believes that during the trough of the industry, open source throttling, cost -reducing efficiency and increasing efficiency are important measures to effectively respond to the impact of epidemic conditions, enhance the ability of anti -risk, and activate the vividness of the company's sustainable development.

Manager Yongchang Logistics Wang told a reporter from the Securities Daily that during the epidemic, through increased deployment capabilities, improving transportation efficiency, and effectively reducing the impact. "Even when the epidemic was most tense, we still sent 18 cars to Shanghai every day, pulled the goods to the logistics warehouse near Shanghai, and then the car from Shanghai to pick up materials."

"It is expected that under the orderly advancement of preservation, production, and people's livelihood policies and measures in various places, the demand for logistics market is expected to stabilize." Signs of recovery.

From the perspective of the industry, the worst period of the heavy truck industry or has passed, and the industry leaders have shown confidence. On June 11, Weichai Power stated on the investor interactive platform that with the restoration of logistics and the increase in infrastructure construction, industry demand is expected to gradually improve.

Promote the market for the market in the future

In addition to the active actions of enterprises, the government has introduced the recovery of the relevant policy to support the industry.

In order to alleviate the problem of repayment of the heavy truck industry chain, at the end of May, the executive meeting of the State Council decided that the 90 billion yuan of commercial truck loans issued by the auto central enterprise required bank -enterprise linkage for half a year.

In this regard, Bo Wenxi, the chief economist of IPG China, believes that the policy can be described as a "time rain" that relieves the loan repayment crisis and maintains the smooth operation of the logistics system.

In an interview with the Securities Daily reporter, An Guangyong, an expert of the Credit Management Committee of the Alliance M & A Association, said: "The heavy truck industry and the logistics industry are currently hitting a lot. Therefore, from the national level, it should have sufficient efforts to support this group."

Some heavy truck dealers revealed to the "Securities Daily" reporter: "Many truck loans are loans from financial companies or financial leasing companies from heavy truck companies. Enterprises can give loan customers the delayed benefits. "

The reporter found that, after the above -mentioned policies were introduced, companies such as Futian Motors and Shaanxi Automobiles also launched corresponding extension plans or caring services to relieve truck loans.

Although the policy of repaying repayment has won the time for the company, it still requires the overall recovery of the industry to completely solve the problem.

Some people in the industry said that with the improvement of automotive emissions indicators, the heavy truck industry will also transform to green environmental protection, and there is still room for expansion in the future.

The above -mentioned heavy truck dealers told reporters: "At present, due to the poor market conditions, many national five cars, and even the national four cars that have been running for many years, are still running a lot. In the future, these users will replace the potential customer base of the sixth National Six. "

However, if you want to replace more environmentally friendly heavy trucks, spending the problem becomes a road block.

"We still look forward to the supporting subsidy policy with greater efforts to promote old users to replace the six new cars." Li Long told reporters that this "stock market" is still very huge. Boxing "forces are also expected to promote the sustainable and healthy development of the heavy truck industry.

In fact, existing places have begun to work in policy. Recently, the reporter learned from the Industrial and Information Bureau of Jinan City, Shandong Province that in order to promote the recovery of the commercial automobile consumer market, the five departments including the Jinan Industrial and Information Bureau and the Jinan Finance Bureau jointly formulated the implementation rules. From June 12th to June 30th Buying commercial cars in Jinan can enjoy automobile consumption subsidies ranging from 3,000 to 6,000 yuan.

The above industry insiders believe that from the data point of view, in May 2022, although the overall sales volume of the domestic heavy truck market decreased by nearly 70%from the previous year, it has achieved an increase of 11.4%from April. This means that the market has gradually recovered Essence

Source: Securities Daily

Reporter: 僖 记 彬 Zhao Binbin

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