When the industry is in a recession, when others are in a state of mental weakness, they will have a spirit of determination and aspire to development. If there is an opportunity for industry restructuring, the shot will be taken at the time of release. —— Ma Chunji (Chairman and Party Secretary of China National Heavy Duty Truck Group)
For the heavy truck industry, this year's situation is autumn and it will be winter next year. There is a saying that I very much agree that winter does not mean hibernation. The more this time, the more you have to think about what winter will bring. In winter, there are winter harvests, and the more winters, the more companies must exercise their internal strengths and carefully adjust their own development ideas.
What is development? It does not mean that the output does not increase or the output increases little, that is, it does not develop. I think that improving quality, raising standards, improving quality, and improving overall benefits are also developments, and they are more important developments. What is an opportunity? It is when the industry is sluggish that when other people are in a state of mental weakness, China National Heavy Duty Truck Co., Ltd. must shake its spirit and aspire to development.
The more sluggish it is, the more we must unite our understanding, strengthen our beliefs, and achieve development. This is, in a sense, a better opportunity for development and a rare opportunity, because often at this time most companies only pay attention to shrinkage. Instead of focusing on development.
I think this should pay attention to three points. First, this kind of development is different from the simple scale development nature of the previous period. Second, the more important it is at this time, the more importance it should attach to this development. Third, it is precisely because others have shrunk that our development will have greater significance. To some extent this is a fundamental development.
In 2005, the industry also suffered a cold spell. China National Heavy Duty Truck not only did not back down, but also achieved new development, and achieved a significant increase in market share. What we now want is how many percentage points we will raise next year, which may be faster than when the market was good.
Why do you say so, I think there are several objective good conditions:
First of all, the adjustment of the national economy, the adjustment of the market structure, and the adjustment of the market demand structure, such as the large-scale tractors and dump trucks in the past, are now declining. However, the demand for some special vehicles is increasing, such as fire fighting. Vehicles, special engineering vehicles, aerial vehicles, etc.
Now that the central government is safe and people-oriented, the market opportunity brought by a “safety†is huge. Now many county and township level fire engines can't keep up. If a township has two fire engines, then the whole country is tens of thousands of vehicles. This is Market opportunities.
Second, from the perspective of the international market, there appears to be a problem of shrinking markets, but there are also problems in some areas waiting for development. Therefore, I would like to say three things: First, I believe there is huge potential in the market and do not doubt the market. Second, do not doubt the country. Now the country has begun to take measures. Third, do not doubt yourself, and fully believe that they have the ability to deal with the market. Product development.
Once again, the prices of petroleum, coal, and steel are now falling. The price reduction will bring benefits to the manufacturing industry. This is a good thing for China National Heavy Duty Truck, which has always insisted on order production. The sharp decline in prices of social raw materials will soon be reflected. To our product benefits.
In the end, market competition is ruthless. If a company feels that it has no ability to survive the winter, and there is a stronger competitive enterprise at this time that can bring about reorganization opportunities, it will provide opportunities for the company to expand in the next step, and at this time The restructuring costs are lower than at any time.
Although in the second half of the year, the sales of China National Heavy Duty Truck in some domestic and foreign markets have also declined, but on the whole, the market is relatively stable, the funds are relatively sufficient, and the network is relatively sound, which has certain advantages over other enterprises. Under such circumstances, if there are such opportunities in the industry, we hope to participate in the industry restructuring. However, the principle of industry restructuring is not chaotic. The first must be positive, and the second must be careful science.
First, our goal is to make the heavy-duty auto industry bigger and stronger. At present, there is no thought of getting involved in the field of cars.
Second, we must strive to achieve a breakthrough in realizing the upward extension of the industry. Upwards refer to important key components. Downwards refer to special vehicles and modified cars.
Thirdly, around the industries closely related to heavy trucks, some new breakthroughs have been made with prudent, timely, and timely opportunities in the event that the components and parts of the assembly process are similar and can be applied to each other.
Fourth, outside the heavy-duty truck industry, in the case of scientific arrangements, conditions, and talented people, it is impossible to lose the opportunity. For example, recently, Shandong Province set up an insurance company. We believe that it has a wide coverage and a high return on efficiency. It also has the advantage of the provincial government. Management is also an expert in the insurance industry. Therefore, capital injection has become a major shareholder.
Therefore, it seems that if there are difficulties next year, there will be opportunities as well. Many people hope that I can forecast the next year's market. Although it was also said that the year is winter, it is still very difficult to really predict, because in the Chinese market, the customer's response to information is keen, this is a good thing, but The digestive power of information is relatively weak, so the market is easy to get up and talk, and the falling is also fast.
In addition, the country is now introducing some start-up policies. These policies must also have a certain period of time. Therefore, it will not be too late to wait until early December.
Of course, one thing is certain that next year's market will definitely be greatly reduced relative to the first half of this year, but no matter how the market changes, I am confident that China's heavy truck will grow moderately next year.
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