"Substitute for trade-in" subsidy and rub shoulders with heavy trucks


According to relevant statistics, the sales of passenger cars in January-April 2009 were 2.83 million, an increase of 15.1%, while the sales of commercial vehicles were 10.05 million, a negative growth rate of -3.9%. From January to April, 96,929 large passenger cars (including non-completed vehicles) were accumulated, a year-on-year decrease of -14.9%. From January to April, 136,354 heavy-duty trucks (including non-completed vehicles) were sold, a year-on-year decrease of -13.1% (28434 semi-trailer trucks sold, a cumulative -69.2% year-on-year drop, the highest in the calendar year). From January to April, the commercial vehicle market also witnessed a continuous declining month-on-month ratio. Especially the decline rate of large passenger cars and heavy trucks was particularly serious. The gap between the sales volume of commercial vehicles and passenger cars as a whole was further widened, and the development trend was really encouraging. Worry.

As we all know, in the Chinese automobile market, most of the passenger vehicle manufacturers are joint venture brands; while in the commercial vehicle field, the overwhelming majority are ethnic self-owned brand vehicles, and in particular, state-owned manufacturers of large passenger and heavy trucks are mostly state-owned. Automotive company. Therefore, the prosperity of the commercial vehicle market has a direct bearing on China’s political, economic, military, people’s livelihood, and social security, and it has only attracted the attention of the country's top chief executive.

This year, due to the impact of the global financial crisis, the auto market in each country has shrunk and slipped. Even car giants like General Motors of the United States have not escaped luck and declared bankruptcy. In order to save the auto industry, European multinational governments have vigorously stimulated domestic auto sales by giving various subsidies such as subsidies for replacement of used cars. In the form of subsidies, most of the subsidies are used to deduct a certain amount of new car purchases from old cars. Perhaps inspired by the rescue market in European countries such as the United Kingdom, Premier Wen Jiabao of the State Council conducted a State Council Executive Meeting under the chairmanship on April 19 to study and deploy policies and measures to encourage car “renewal”, and plans to use financial subsidies to encourage car “renewal”. And the central government’s retirement subsidies for old cars have increased dramatically from 1 billion yuan to 5 billion yuan. Compared with the previous “car to the countryside” policy, the “old-for-new” policy has expanded both in terms of scope and amount of subsidy, and some commercial vehicle varieties (increased number of China Cards, micro-cards, and some medium-sized passenger cars) are entering the “former” trade for the first time. Scope and policy benefit the population significantly.

Judging from the contents of the “old-for-new” policy, it is obvious that only some of the commercial vehicles will have a greater advantage, which is conducive to the overall warming of China’s auto industry and fully demonstrates the country’s determination to fully revitalize auto consumption. At the same time, it also fully shows the strength and flexibility of the central government in stimulating domestic demand. However, at the same time, it is very regrettable that in the previous period and this time the “cars go to the countryside” and “new trade for the old” have been used to stimulate the New Deal. I do not know why there are no large passenger cars and heavy trucks in the subsidies. The two largest individual models have not been included in the subsidy for the second “car to the countryside” and “replacement for old”. It is well known that heavy trucks and large passenger cars are the most serious landslides in the current commercial vehicle market. If these two types of large-scale vehicles with an annual sales volume of nearly 600,000 vehicles are abandoned, it is fundamentally difficult to promote the overall commercial vehicle difficulties in the second half of the year. Going out of the downturn, shrinking and sluggish auto market "Maicheng."

Previously, the “automobile to the countryside” policy, the models that enjoyed scrapping subsidies and car price subsidies were confined to light trucks (four-wheeled trucks with a total mass of 1.8 to 6 tons) and were expected to stimulate sales of light trucks in theory. After this period of time, the real beneficiaries of the "cars going to the countryside" promotion are the mini-cars, especially the minivans. The light trucks and light passengers, Zhongka and Zhongke, big passengers and heavy trucks are all placed outside the mass sports bureau of “cars going to the countryside”. However, the New Deal of “renewal for the old” has just introduced the light trucks, light passengers, China Cards, and Chinese passengers in commercial vehicles, but neglected or consciously refused to shut out large passenger cars and heavy trucks again. It is not possible to enter the “new-for-new” subsidy that will drive the market demand for 1 million vehicles in the rural automobile market. Although "the birth of a mother-in-law", why is there such a "discrimination" of different opinions? !

Undoubtedly, as one of the “combinations” of the central government's automobile industry restructuring and rejuvenation plan, whether it is “car to the countryside” or “renewal of the old” is a measure to continue the New Deal, which will benefit the recovery of the domestic commercial vehicle market in the second half of the year. It will help accelerate the elimination of a large number of highly polluting yellow-label vehicles; but at the same time, it has missed and forgotten the large passenger cars and heavy trucks that are in crisis. "Cars go to the countryside," "replacement with old" huge subsidies again with heavy trucks, big customers missed the game! Whether the country can increase the subsidy preferential policies for big passengers and heavy trucks in the next auto industry restructuring and rejuvenation plan, so that large buses with public welfare as the mainstay and the people’s earning tools can be re-carded, and can turn over completely under the next favorable and policy. recovery.

In fact, the large passenger car and heavy truck market are in urgent need of national assistance, and even more so in the country's “old-for-new” subsidy policy, because large passenger cars carry the most passengers and most need the lives of the people. The largest users of Da Ke are mostly urban public transport companies and tourism companies. The former is a public welfare company. Basically, it is a loss-making enterprise that relies on state financial subsidies. Therefore, if it does not enjoy the state’s “new-for-new” subsidy policy, this The bus industry in each city is undoubtedly a blow. At the same time, heavy-duty trucks (farmers' money-making machines) as means of production and production tools are also urgently waiting for state subsidies. The main users of heavy-duty trucks are farmers, large-scale logistics companies, port terminals, military police, large-scale water conservancy projects, and industrial and mining companies. Therefore, in the current situation where the big passenger and heavy truck markets continue to fall and fall, it is even more necessary for the central government to extend their help rather than to survive and to let them struggle on the death line. After all, the “hands on the back of the hand” are all meat. what! If China wants to break through the 10 million mark this year, it will give the world a miracle. However, the lack of a combination of heavy-duty trucks and large passengers is also a difficult dream. !


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