At the beginning of the new year in 2020, the sudden epidemic has brought a severe test to the global economy and life. On the one hand, the industrial vehicle industry is affected by the shutdown and production, and the sales orders are lagging or cancelled. The supply is inseparable from the figure of industrial vehicles. In such a big environment, what is the overall situation of the global industry in the first quarter? What are the trends of the industry in the future? What are the concerns of enterprises? Here, we analyze the data and market conditions with you.
Global motor vehicle sales totaled 341,858 units in the first quarter, down 11.03% from 384,223 units in the same period in 2019.
Except for the United States and Japan, all other countries have declined to varying degrees. Because of the impact of the epidemic outbreak period in China, China mainly concentrated in February, and the monthly sales volume in March reached a record high, narrowing the decline in the first quarter. Due to the different time of the impact of the epidemic in various countries, some of them did not perform well in the first quarter data.
After more than a year of market adjustments from mid-2018 to the third quarter of 2019, if there is no impact of the epidemic, this year will continue the trend of the fourth quarter of last year, out of the adjustment period, and enter a new growth stage. However, the epidemic has disrupted this rhythm. The resumption of production and production in March improved. With the joint efforts of the entire industry, the monthly sales volume reached a new high. However, whether this situation is a short-term outbreak or is sustainable, we still need our close attention.
Judging the market this year, we believe that neither pessimism nor blind optimism can be achieved. The recovery of the market is determined by many factors. The adjusted demand in the domestic market, the need for machinery to replace labor, and the requirement for emission requirements to upgrade products and upgrade are long-term favorable. Factors: The downward pressure on the economy brought about by the epidemic and the decline in orders from export-oriented enterprises have resulted in lags and cancellations of equipment purchases, and users' wait-and-see are negative factors. Whether the major international markets such as Europe and the United States can effectively control the epidemic situation, the degree of economic recovery, and the smoothness of logistics and transportation have caused greater pressure on our exports. At present, in general, it is expected that there will be a 5-10% decline in motorized industrial vehicles throughout the year.
Recently, the industry has also shown some new actions and concerns:
1. The industrial vehicle industry continues to attract the attention of domestic and foreign companies, optimistic about the future development prospects, and increase investment
Disclosures include the KION Group ’s investment of approximately 100 million euros to build a new factory in China, and XCMG ’s capital increase of 200 million to develop the electric forklift industry.
2. The market competition is still fierce, and there is an increasing trend
Although they all share the same feeling of differentiated competition and getting rid of price competition for a long time, most enterprises have not enough ability to get rid of this dilemma. They cannot rely on others to survive. They can only find ways and paths by themselves.
3. Industry reshuffle and integration will accelerate
The epidemic will accelerate the rapid withdrawal of backward production capacity to a certain extent, and at the same time give opportunities to companies looking for resource integration at home and abroad for many years, both internationally and domestically. The products are innovative and complementary, and the sales and service network is good. Enterprises will receive more attention.
4. The importance of building a complete industrial chain is reflected again in times of crisis
Some key parts of industrial vehicles must be localized to eliminate the impact of out-of-stock and out-of-stock phenomena caused by unexpected factors on production and sales.
5. The action of de-globalization led by the United States will be accelerated after the epidemic. How will the export orders that account for more than one quarter of the total sales be won in the future? How to set up the global sales service network and production plants? How to adjust the response to the new situation Strategy?
6. After the epidemic, because of the stronger awareness of the company's worries, in the professional fields of logistics, outsourcing services or flexible use of labor unions have become more common than before. How can our service providers and leasers seize the opportunity?
7. To further increase the level of automation and intelligence in the production system. The demand for automation and unmanned production lines not only conforms to the current trend of increasing labor costs in China year by year, but also helps to improve the ability of the enterprise's production system to withstand shocks under sudden epidemics. . Labor-intensive enterprises will adopt more machines instead of labor in the future, and automated and intelligent products will have greater market space. What can companies in the industry do? How to make up for the shortcomings in technology?
8. The epidemic prevention and control brings many obstacles to the sales and service of enterprises. How to use the Internet and big data to make innovative changes to the traditional model, narrow the distance with customers, and achieve barrier-free communication and publicity?
In the face of crisis, we must resolve risks, seek opportunities, and strive to develop, "survival is the first goal", and high-quality survival is the goal. It is hoped that colleagues from all industries will work together to overcome difficulties and strive for a better development goal for the industry.
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