Recently, the reporter interviewed several domestic light engine companies and learned that most companies are actively preparing for the development and marketing of the National IV New Products. "In the first three months of this year, the sales volume of the National 4th Light Duty Diesel Engine is rapidly increasing, with sales of tens of thousands of units." This phrase seems to have become the standard line of the interviewed lighter diesel engine companies, and many companies cannot give specific sales. Fortunately, we can see from the responses of the interviewed companies the efforts and progress made by the self-owned diesel engine plant in the National 4th Light Diesel Engine. Tragically, there are still many companies whose current product and technology reserves cannot support enterprises to go further on the road to national or even national five emission upgrades. In 2015, how should local light steel machine companies respond to market changes?
Local Enterprises Layout Four Markets
All along, the National IV products of self-owned brand light diesel engine makers have attracted much attention, and the upgrading of the country’s four emissions has changed the competitive landscape of the domestic light diesel engine market and the ranking of the company’s sales volume.
The reporter learned from the interview that many light diesel engine companies are also actively preparing for the war, and some companies’ market feedback for the fourth national product is also quite good. For example, in the first quarter of this year, the sales of QuanChai’s four products are expected to exceed 40,000 units. Not long ago, Quanchai also completed a private placement, raising funds that will be focused on low-energy, low-emission commercial vehicle diesel engine projects, energy-efficient non-road diesel engine project and technology center innovation capability project construction, which is for the continuous product structure of the company The high-end adjustment is undoubtedly a good news.
It is understood that in order to accelerate the development of innovation and deepen the mid-to-high-end diesel engine market, the funds raised by Quanchai will also be used for the implementation of the enterprise's innovation capability project. Through the acquisition of advanced diesel engine R&D and test equipment, it will gradually establish research, development and trial production. Test and management as one of the technological innovation system, build a higher level of innovation platform, new technology development and advanced technology research.
Thanks to the sales of Jiangling Motor’s light trucks, Jiangling’s diesel sales continued to maintain rapid growth at the beginning of this year. From January to February of this year, JMC brand trucks sold a total of 17,900 units, an increase of 48.03% year-on-year. Kay Rui, Kaiyun, and Shunda light trucks equipped with JX493 series engines are the main sales force. Sales of high-end light truck Kai Rui 800 with Ford PUMA 2.4L engine also rapidly increase. Kay is equipped with Chaoyue CY4D115-C3 and Yuchai YC4E140-33 engines. Granville sales are relatively stable. In 2015, after the expansion of the production line, JMC JX493 series engines are expected to achieve an annual capacity of 310,000 units.
In 2014, Yunnei’s cumulative sales volume reached 210,000 units, a year-on-year decrease of 8.24%. In the first quarter of this year, Yunnei’s diesel engine sales achieved a year-on-year increase of approximately 10%. Its YN series and D series of four countries have been recognized by the market. Major customers include Trumpchi Heavy Truck, FAW-GM Tower, Anhui Jianghuai, and Heavy Duty Truck Jinan Commercial. Cars, etc., while Changfeng, Liuzhou Wuling, Guangdong Fodi's supporting volume will also be a breakthrough this year. In addition, the reporter also learned that the company’s “Environmental Construction of Environmentally-friendly and High-efficiency Commercial Vehicle Engines†project has raised funds. The project mainly invests in the YNF40 high-efficiency commercial vehicle diesel engine and the YN30/36/38QNE environmentally-friendly commercial vehicle natural gas engine. series.
FAW Group's light diesel engine also fully flourished. In September last year, Changchun FAW Sihuan completed the development of a light-car four-state CA4D28 IV high-pressure common-rail series diesel engine, and completed the completion of several truck manufacturers. FAW Xiecha's R&D of the Conway National IV lightweight machine that has been in development for many years has rapidly increased in the first three months of this year. In the first quarter, it can complete more than 3,000 units and doubled in sales volume last year. The ratio of Kang Wei’s four machines to FAW’s GM’s Red Towers exceeds 70%, laying a solid foundation for the development of Xichai’s follow-up market in FAW-GM’s Hongta Tower. In addition, from January to February of this year, Kangwei’s four machines will support more than 1900 Jianghuai units, supporting more than 500 Dongfeng units, which will set a good start for 2015.
In contrast, the status quo of Shandong Huayuan Laiwu is not optimistic. In the first half of 2014, it managed to make a profit and suffered a serious loss in the second half of the year, resulting in annual operating income of 930 million yuan, a year-on-year decrease of 28.02% and a loss of 37.12 million yuan. From January to February of this year, sales of diesel engines decreased by 50.86% year-on-year to only 14,600 units. Shandong Huayuan Lai moved agricultural machinery and construction machinery market down severely, while multi-function passenger car and light card country four diesel engine had no competitive advantage in the market, sales could not be opened, and this year's business situation will be more difficult.
Is Foreign Binding Vehicle Factory Really Intimidating?
In 2014, foreign capitals grew rapidly in the high-end light diesel engine market, causing many local lighter diesel engine companies to feel more and more pressure. But in fact, competition has already begun a few years ago. Only from the industrial base and historical accumulation point of view, we must also recognize the advantages of foreign-invested diesel engine companies in the application of new technologies and product performance. It is inevitable that Chinese and foreign investors will face each other in the new round of product upgrades. U.S. companies such as Cummins, Navistar, Japan Isuzu, and Italy VM have entered China through joint ventures and technology import agreements. After their localization in recent years, their competitive strengths can't be underestimated.
Compared with other companies, Beiqi Foton is one of the few companies that has maintained rapid growth in diesel engine sales in recent years. The main reason is that through the cooperation with Cummins of the United States, it has improved the early and stable layout of China's diesel engine market. Production engine utilization rate. The supporting capabilities of Foton Engine Works and Foton Lovol Power Co., Ltd. have rapidly increased. Futian Cummins, one of its subsidiaries, has also contributed to the increase. The sales of Foton Cummins ISF series engines used by high-end light passengers and light trucks have increased rapidly.
However, for the strong growth of foreign investment in the national four light diesel engine market, most local engine companies are not worried.
According to sources inside Quanchai, the reporter disclosed that since the beginning of this year, the relationship between Quanchai and Beiqi Foton has been very stable. The increase in production capacity of Foton Cummins and Revo Power Joint Venture engines is due to the fact that their products are not in the same position as the independent engine plants of Quanchai, Chaochai, and Yangchai. However, in the long run, the status of newly established joint venture diesel engine plants in the diesel engine industry will gradually increase, and it will be sooner or later to seize market share of diesel engine manufacturers of their own brands. Domestic diesel engine companies, especially independent diesel engine companies, should also make corresponding countermeasures as soon as possible. .
On the other hand, during the interview, the reporter found that the technical personnel and distributors of individual engine companies with independent brands paid less attention to the new diesel engine technology promoted by foreign-funded diesel engine plants in the Chinese market. They are more willing to bet the future on the old engine. The round of improvement and improvement of the platform. In the fourth stage of national emission, the old platform upgrades to the fourth country. Technology can be realized and the cost is acceptable. However, when more stringent emission regulations are promoted, this can not help but worry, and companies that still hold the existing ideas should catch up with this. The wave of product upgrades?
Development requires technical reserves
"If the independent brand Guosi Diesel Engine Co., Ltd. will gradually improve the five diesel engine products in the future and continue to exert cost advantages, we may also increase the possibility of increasing the proportion of self-owned brand light diesel engines." A sales manager of Beiqi Foton Motor Frankly told reporters that the current trend is that its OEM, which owns an engine plant, is gradually reducing the proportion of engine extraction. Although this is only a speculation of the interviewee's future pattern of competition in the lighter diesel engine market, it is still a hope for self-owned brand companies to advance. This hope is pinned on a solid technical reserve. According to recent statistics, some independent brand enterprises have confidence in the stable development of the light-duty diesel engine market this year.
Last year, Shangchai failed to complete a revenue plan of 3.322 billion yuan. It only achieved operating revenue of 2.777 billion yuan, a year-on-year decrease of 6.84%, and net profit of 150 million yuan, a year-on-year decrease of 26.87%. However, sales of new diesel products have steadily increased. Of the 63,800 diesel engines sold last year, 38% were new products. In 2015, the introduction of the entire series of R Series diesel engines with the R Series diesel engine technology will continue to be used in conjunction with SAIC-Datong commercial vehicles. Shangchai plans to sell 71,000 diesel engines in 2015, which will generate revenue of 2.921 billion yuan.
In 2014, Quanchai sold 337,800 multi-cylinder diesel engines, a year-on-year decrease of 29.24%, and operating income of RMB 2.712 billion, a decrease of 14.89% year-on-year. However, net profit increased by 3.26% year-on-year to RMB 35.68 million. In the face of a shrinking market, Quanchai made adjustments in its operation and management, and its operating costs decreased by 16.52%, which led to a 1.98 percentage point increase in the gross profit rate of its main business diesel engine, to 12.7%. In 2015, Quanchai planned to sell 350,000 sets of multi-cylinder diesel engines and realize operating revenue of 3.388 billion yuan. It is reported that all A-series, B-series, and F-series diesel engines have been upgraded. In the first quarter of this year, the sales volume of all four-wheel-drive diesel engines has exceeded 35,000 units. “In fact, many light-wood machine companies started the R&D of the National IV and the State V light diesel engines many years ago. There is no shortage of mature technologies and products. However, due to the postponement of emission regulations in the past and the existence of unfair competition in the market, The lack of accumulation of diesel engine companies in the matching test of complete vehicles has led to a slow promotion of the national four-machine market,†said a person in charge of a diesel engine company interviewed. He also said that at present, most of the company's four diesel engine after-sales service technology is not high enough to meet market demand.
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