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According to data from the China Association of Automobile Manufacturers, in December 2011, the national heavy truck production was 100,552 units, and the sales volume was 75,465 units, a difference of 25,087 units.
According to this figure, it can be seen that by the end of 2010, only 25,000 heavy trucks produced in December did not achieve sales, and inventory accounted for 1/3 of sales. From the sales data for December 2010, it can be seen that the heavy-duty truck market in December has been completely absent from the hot scene of the year. Many companies are far below the average sales volume for the whole year. In particular, FAW Group and Dongfeng Group, in December, accounted for a lower proportion of annual sales. In December, FAW sold 12,131 vehicles, which accounted for only 5.26% of 230,671 vehicles sold in the year. Dongfeng Commercial Vehicle sold 11,436 vehicles in December, accounting for only 5.93% of the annual sales of 192,770 vehicles. On the whole, in December, the country’s sales volume was 75,465 units, which only accounted for 7.4% of the 1,017,433 units sold in the year, which was lower than the annual average.
In fact, the inventory of CAAM may not be the actual inventory number. Because some heavy truck companies have invoiced to dealers as sales completion. Now, there are still a lot of inventory in the hands of heavy truck dealers do not achieve sales. In addition, the data published by some enterprises and the data published by the China Automobile Association are also inconsistent. According to the “Announcement of Production and Sales Bulletin for the Fourth Quarter of 2011†announced by China National Heavy Duty Truck Group Jinan Truck Co., Ltd., the company produced 131,588 heavy trucks and sold 109,312 vehicles in 2010. If calculated from this figure, the company’s unsold output in 2010 will reach 22,276 units. According to the data from the Interim Association, China National Heavy Duty Truck Group (including the above-mentioned heavy truck truck company) produced 197111 units in 2010, and The sales volume was 199635, and the total output of the company's unfinished sales was only 2,524 units.
This report confirms the fact that the heavy truck companies at the end of the year were crazy and frustrated. After experiencing a shortage of supply in early 2010, almost all heavy-duty truck companies have accumulated large quantities of inventory vehicles for the beginning of the year. The question now is: If the market in 2011 is not hot?