In 2020, after the auto market under the epidemic experienced a low sales volume in the first quarter, as the domestic epidemic prevention and control situation continued to improve and a series of favorable policies were introduced, the industry's recovery momentum was strong. In April, automobile production reached the level of the same period last year, and automobile sales ended its 21-month continuous decline. Not only did the decline in passenger vehicle production and sales narrowed sharply, but the commercial vehicle market bottomed out, reversing the decline in one fell swoop, and both production and sales hit a record. A record high.

According to statistics released by the China Association of Automobile Manufacturers (hereinafter referred to as "China Automobile Association") on May 11, in April, my country's automobile production and sales completed 2.102 million and 2.07 million respectively, an increase of 46.6% and 43.5% year-on-year, respectively Increased by 2.3% and 4.4%, the monthly growth rate achieved growth for the first time this year. From January to April, the production and sales of automobiles were 5.596 million and 5.761 million, respectively, with production and sales falling by 33.4% and 31.1% year-on-year.

In terms of commercial vehicles, in April, the production and sales of commercial vehicles were 514 thousand and 534,000, increasing 37.8% and 37.7% month-on-month, and 31.3% and 31.6% year-on-year, respectively. The monthly production and sales volume reached a record high. From January to April, the production and sales of commercial vehicles were 1.304 million and 1.328 million, down 13.1% and 12.4% year-on-year.

In terms of vehicle types, in April, the production and sales of trucks were 475,000 and 496,000, respectively, up 39.2% and 39.0% month-on-month, and 33.8% and 34.2% year-on-year. Among them, the production and sales of the four major truck sub-categories showed rapid growth month-on-month and year-on-year. Heavy trucks grew rapidly, and light trucks and mini trucks grew significantly. The sales volume of heavy-duty trucks was 191,000, reaching the highest monthly production and sales level, a significant year-on-year increase of 61%; the sales of medium trucks was 17,000, a year-on-year increase of 21.6%; the sales of light trucks was 213,000, a year-on-year increase of 15.4%; the sales of micro-cards was 74,000, A year-on-year increase of 43.2%.

In terms of passenger cars, in April, the production and sales of passenger cars were 39,000 and 38,000, a month-on-month increase of 22.8% and 23.7%, and a year-on-year increase of 6.9% and 5.2%. In this regard, Li Dusheng, director of the Zhongtong Bus Policy Research Office, said that in April, the production and sales of passenger cars achieved growth. From the perspective of segmentation, the main products are light passenger and micro passenger products. This is mainly because various localities have recently introduced policies to stimulate car consumption, including subsidies for replacement of old cars and subsidies for new car purchases, which to some extent promoted the growth of private car purchases.

In addition, although new energy vehicles continued to show a downward trend year-on-year, the new energy commercial vehicle market still achieved both production and sales growth. In April, the production and sales of new energy commercial vehicles were both 9 thousand, up 74.7% and 45.7% month-on-month, and up 25.6% and 23% year-on-year. Among them, the production and sales of plug-in hybrid commercial vehicles showed rapid growth.

In terms of exports, affected by the overseas epidemic, the situation of automobile exports has still not changed.

In April, auto companies exported 70,000 vehicles, down 22.9% month-on-month and 15.7% year-on-year. From January to April, auto companies exported 274,000 vehicles, a year-on-year decrease of 12.6%. In terms of commercial vehicles, in April, commercial vehicle exports were 15,000 units, down 32.1% month-on-month and 40.5% year-on-year; from January to April, commercial vehicle exports were 65,000 units, down 40.6% year-on-year.

At present, although the situation of domestic epidemic prevention and control is improving, the spread of overseas epidemics has not been effectively contained. Therefore, from the perspective of industry development, there is still great uncertainty.

In this regard, the China Automobile Association believes that on the one hand, the recovery of domestic macroeconomic growth still needs a process, and export-dependent enterprises are even more difficult, resulting in insufficient momentum for bulk consumer demand; on the other hand, the suspension of overseas factories will also lead to domestic cars. The risk of supply of some parts in the industry has increased. Therefore, the industry should focus on changes in the situation of overseas epidemic prevention and control, and make corresponding preparations in advance to reduce the negative impact of the international epidemic on the domestic automobile industry.

Shi Jianhua, deputy secretary general of the China Automobile Association, also said that the direction of the auto market this year will depend on the development of the macro economy, the implementation of various consumer promotion policies, and the development of the international epidemic.

With the pressing of the "accelerator button" for the resumption of work and production, the adverse effects of the domestic epidemic are gradually being resolved. The commercial vehicle market returned to an upward trajectory in April, which not only ended the decline in one fell swoop, but also broke the historical record of monthly sales.

The China Automobile Association believes that the overall automobile market is gradually recovering, on the one hand, thanks to the improvement of the epidemic prevention situation and the promotion of relevant consumer promotion policies; on the other hand, it is driven by the replenishment of inventories by enterprises. Up to now, the inventory level of industry enterprises is basically normal. .

Previously, many industry insiders pointed out that, overall, the heavy truck market after the epidemic will show a V-shaped recovery trend, and the entire industry will continue to grow steadily. Judging from the market expectations for the whole year, previously, commercial vehicle companies such as Shaanxi Heavy Truck, SAIC Hongyan, and Dongfeng Commercial Vehicle have also stated that their sales targets for this year will not be lowered due to the impact of the epidemic.

In 2020, the sudden outbreak of the epidemic is not only a "big test" for various car companies, but at the same time, under the normalization of epidemic prevention and control, the commercial vehicle market is even more "opportunity" in crisis.

Recently, Chen Shihua, deputy secretary-general of the China Automobile Association, stated at the Cloud Forum on "Development Opportunities for China's Commercial Vehicle Market in 2020 after the Epidemic" that the epidemic cannot change the long-term development trend of the industry, but it will accelerate the adjustment of the industry in the short term and speed up enterprises and products. The pace of updates and elimination.

Many people in the industry believe that under the anticipated market opportunities such as the rapid development of the logistics industry, stricter regulations, and accelerated elimination of the national three vehicles, the scale of infrastructure investment represented by new infrastructure will expand this year, and the commercial vehicle market will remain under new opportunities. With vitality and potential.

Zhou Yinchao, deputy general manager of Shaanxi Heavy Truck Co., Ltd. and general manager of the sales company, pointed out that due to the impact of environmental protection, efficiency, safety, and professionalism, there are opportunities in various market segments. Under the epidemic situation, each market segment shows obvious node characteristics. With the passage of new policies and the introduction of new policies, the demand structure and product structure of heavy trucks will also undergo major changes.

In terms of passenger cars, Li Dusheng said that overall, passenger cars above 5 meters still show a downward trend this year. However, in 2020, there will also be new opportunities in the passenger car market. On the one hand, 2020 is the final year of the three-year action plan to win the blue sky defense war (the "Three-Year Action Plan to Win the Blue Sky Defense War" clearly stated that by the end of 2020, municipalities directly under the central government, provincial capital cities, and cities specifically designated in the plan All buses in built-up areas are replaced with new energy vehicles). Under clear quantitative indicators and completion time limits, many provinces regard 2020 as an important time node and increase the investment of new energy buses. Therefore, there is a new energy bus market this year. Great opportunity. On the other hand, this year, as a year of decisive victory in the fight against poverty, the Ministry of Transport strives to realize the provision of passenger buses to qualified townships and organized villages by the end of September this year. The rural passenger transport market will also usher in a good wave. In addition, with the gradual improvement of the epidemic prevention and control situation, the resumption of classes in schools will also stimulate the market demand for some school buses.

The new journey in the second quarter has begun. The commercial vehicle market's report card in April has undoubtedly set a good start for the commercial vehicle market in the second quarter. Generally speaking, with the accelerated recovery of the domestic economy, there are numerous opportunities in the industry. All enterprises will also usher in a critical period for achieving their annual goals.