In the past two days, the circle of friends was screened by Chai Jing’s documentary “Under the Sky”. When everyone enthusiastically “tigers” or “cutting wood”, the author believes that the people in the commercial vehicle industry still discuss this film for commercial use. How big is the impact of the car industry? This documentary is good for the industry, or is it more negative?
The author summarizes the following impacts of this documentary on the commercial vehicle industry: impact one, emission inspection will be more stringent; impact two, accelerate the elimination of yellow-label vehicles; influence three, benefit natural gas commercial vehicles; influence four, further promote the renewal of new energy buses Impact five is conducive to the development of European light passengers.
Let's expand one by one.
Impact 1: Emissions inspection will be stricter
All commercial vehicle companies should not be lucky enough to be a true country. As the saying goes, don't work hard, don't be lazy, don't play long. If you want to take the opportunity to take advantage of it in 2015, or condone your dealer to sell fake country four, it is really not long-sighted. Remember, let's talk about your salesman and dealer, how to tell you, who is selling fake country four cars, not selling this will not be a task, etc., you must keep the bottom line - not for sale Fake country IV.
Worst and worst, if you don’t listen to it, you have sold the fake country 4, and you’ve got it, you’ve caught it, and you’ll never have to spill dirty water on the “export”. Otherwise, everyone will doubt. The person in charge of the "sin" automobile production company in Chai Jing’s documentary is you.
Impact 2: Accelerate the elimination of yellow-label vehicles
A large wave of yellow-label cars are knocking out the market is coming to us!
The yellow label car has been eliminated, and there has been a wave of prices last year. This piece of Chai Jing will play a role in fueling the elimination of the yellow standard car.
The biggest role of Chai Jing's documentary film is to evoke the anxiety and attention of the Chinese people who watch each film. At the same time, it is a beat to any local government: creating a blue sky for the local is no longer a dispensable thing, but something that must be acted upon immediately.
Obviously, for the diesel vehicles that are accused of high emissions, the government manages to use the vehicles, and it is very difficult to punish the vehicles that are not up to standard. Therefore, the elimination of the yellow-label car, which is easy to be effective and popular, will certainly be adopted by the government. Any city that has not yet concentrated on eliminating yellow-label vehicles will inevitably accelerate the elimination of yellow-label vehicles. It can be judged that the scale and number of centralized elimination of yellow-label vehicles this year are definitely larger than last year.
Dear CEOs, if you miss the opportunity of the yellow label car, if you don’t catch it, then this year’s performance is really no one can save it.
Impact 3: Good natural gas commercial vehicles
Natural gas commercial vehicles have slowed down in the first two years. However, under the dual driving factors of natural gas price decline and Chai Jing's documentary, natural gas commercial vehicles will surely start to fire again in 2015.
Natural gas is a cleaner energy than diesel, and there is no doubt. Moreover, for users who buy cars, the cost of natural gas vehicles is lower than that of diesel vehicles. In particular, natural gas prices will fall after the merger on April 1. Buying natural gas commercial vehicles, operating costs are low and emissions are low, so what is the benefit of others?
Natural gas commercial vehicles, this must be a growth market that cannot be ignored.
Impact 4: Accelerate the promotion of new energy buses
This piece tells the public that heavy-duty diesel commercial vehicles (buses and large trucks) emit pollutants several times that of small cars and have a great impact on urban air quality.
However, many cities can restrict trucks from entering the city, but they cannot restrict buses from running in the city. Therefore, for many cities, upgrading diesel buses with low emission levels to natural gas buses or new energy vehicles will have a good effect on reducing pollution emissions in urban centers. In particular, many cities are pilot cities for new energy vehicles, and there have been a number of commitments to purchase and operate new energy vehicles. Nowadays, the number of individuals purchasing new energy vehicles is very small. To complete the purchase of new energy vehicles, it is largely possible to rely on buses!
Therefore, the 2015 new energy bus will be hot again and will be more popular than the second half of 2014. This wave of market, the bus companies have to seize. You didn't see it. In the "Chai Jing Concept Shares" summed up by major brokerages, several companies that are doing new energy buses are listed: Yutong Bus, Zhongtong Bus, Futian Bus and BYD. People outside the industry have seen that the bus industry itself has to hurry.
Impact 5: Conducive to the development of European light passengers
European light passengers, also known as the big VAN, is the main force of urban freight transport in Europe. In China, the European light passenger market is the smallest segment of the commercial vehicle market.
However, the spring of European light passengers is coming (this has been said for many years). This is said every year, this year is different.
In order to reduce the local air pollution in the city, in 2015, more cities will inevitably join the ranks that limit the number of motor vehicles purchased. Obviously, vans also belong to the category of "small passenger cars" that are restricted to cards. The renewal of vans is limited, and the demand for urban logistics is still there, and the city is not likely to allow more trucks to operate. Therefore, European light passengers who are more efficient than vans will replace some vans and may replace some trucks.
For European light passengers, there may not be too hot scenes, but the growth in 2015 is still expected.
Finally, it is said that Chai Jing's documentary will affect some high-pollution industries with overcapacity, such as coal, steel, cement, etc., which will affect the demand for trucks. Therefore, in the long run, this documentary may not be a positive for the truck industry. However, as far as 2015 is concerned, it is still more beneficial.
Therefore, for any commercial vehicle company, this opportunity must be seized in 2015, missed the village of 2015, but there is no such store.

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