Prospect of truck transportation industry in the next five years

Market segmentation structure of commercial vehicles

According to the data of China Automobile Industry Association, among the commercial vehicle output in China in 20021year, the output of trucks (including semi-trailer tractors and incomplete trucks) reached 4166,000, accounting for 89% of the commercial vehicle output, which is the main category of commercial vehicles in China.

Supply and demand of minivans

From 20 18 to 20021,the production and sales of minivans in China fluctuated, but during the epidemic in 2020, the production and sales of minivans in China not only did not decline, but rose to about 700,000 vehicles, the highest in recent years. In 20021year, the production and sales volume of mini-vans in China dropped sharply, with the output of about 6 1000 and the sales volume of about 600,000, both of which were the lowest in the last four years. From the perspective of production and sales rate, the supply and demand of China minivan market is relatively balanced.

Supply and demand of light goods vehicles

In 20 18-202 1 year, the production and sales of light trucks in China showed a trend of rising first and then falling, among which in 2020, the production and sales reached 2.22 million vehicles and 2190,000 vehicles respectively, a substantial increase compared with 20 19 years. Although the production and sales volume of 202 1 youth trucks decreased, it was still higher than 20 19, reaching 2.08 million and 2 10 million respectively. The reasons for the growth of light truck production and sales include the three-year blue sky defense war, the cancellation of blue brand automobile operation license, the multiple benefits of light truck preferential policies to the countryside and the continuous expansion of China's logistics market.

Supply and demand of medium-sized trucks

20 18-202 1, fluctuation of production and sales of medium-sized trucks in China. After hitting the bottom in 20 19, the production and sales volume of medium-sized trucks increased sharply in 2020, but in 20021year, the output fell again because of excessive inventory in the previous year. In 2020, the difference between production and sales of medium-sized trucks in China will exceed 200,000, which may be mainly due to the optimistic estimation of the impact of relevant industry policies by manufacturers, leading to overproduction.

Supply and demand of heavy trucks

The production and marketing trend of heavy trucks is roughly the same as that of light trucks. In 2020, the production and sales volume of heavy trucks in China reached 6.5438+0.65 million and 6.5438+0.6/kloc-0.000 million respectively, and in 2026.438+0, it dropped to 6.5438+0.39 million and 6.5438+0.39 million respectively. The surge in production and sales in 2020 is mainly due to the expansion of demand in the logistics industry and the acceleration of domestic infrastructure construction after the epidemic.

-For more research and analysis of this industry, please refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China Commercial Vehicle Industry by Forward-looking Industry Research Institute.