Heavy card industry adversity test True real power China Sinotruk's profitability and toughness is proud of the heroes

Qilu.com · Lightning News, July 15th. On the evening of July 14, as China Heavy Automobile (3808.HK) announced the results of the first half of the 2022, domestic mainstream heavy truck listed companies all disclosed the expected results in the first half of the year. Compared with analysis, the operating performance of each company coincides with the sales of heavy trucks in the first half of the year, showing different degrees of pre -reduction. In contrast, China Sinotruk has minimized in the retrograde trend, corresponding to the company's highest sales share in the first half of the year.

Judging from the mid-range decline in the net profit of each family, the net profit of China Slutstone is 62%-68%year-on-year. The net profit of Futian Motors dropped by about 64%, and the net profit of the deduction of non -returned mother fell by about 76%. It is worth mentioning that FAW's Liberation is expected to deduct non -return loss of 111 million yuan to 91.4 million yuan, becoming the only company in disclosure of heavy card companies to deduct non -loss.

Throughout the performance trailers of each company, the downward settlement of commercial vehicles has become a keyword. The recently announced heavy truck sales have also verified this trend. According to data from the China Automobile Association, my country ’s heavy truck sales were 55,000 units in June this year, a year -on -year decrease of 65%. From January to June this year, a total of 380,100 units were sold, a year-on-year decrease of 63.61%.

Under the overall downward trend of the industry, China Sinotruk has achieved the increase in market share, and the development of toughness is revealed. Since 2022, the company has reached the top of the monthly sales list many times. In June of this year, China Sinotruk realized a heavy truck sales of 9105 vehicles, with a cumulative sales of 88,700 units in the first half of the year, with a market share of 23.3%, ranking first in each company.

FAW Liberation was slightly inferior to the competition in the first half of 2022. According to the data of the China Automobile Association, the heavy truck sales in the first half of the Liberation of FAW were 75,800 units, a decrease of 73.44%compared with 285,500 vehicles in the same period last year. Essence

In the announcement, FAW Liberation stated that due to the impact of multiple factors such as logistics, shrinking the industry's market demand, and soaring oil prices, the demand for commercial vehicle markets has declined significantly, and the sales volume of China heavy trucks has reached the lowest in the same period in recent years. Especially since March of this year, the domestic epidemic has been distributed more, the downward pressure on the commercial vehicle market has continued to increase, and the company's sales in the first half of the year have fallen sharply.

Between this liter, the future pattern of heavy trucks may be rewritten. With the gradual increase in sales and slowing down the year -on -year decline, the heavy truck industry is expected to gradually recover in the second half of the year. At that time, companies that exercise in the industry's trough will usher in greater development opportunities.

Lightning News reporter Zhou Yingchun reported

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