These two days of friends were screened by Chai Jing’s documentary “Under the Skyâ€. When everyone enthusiastically “thai†or “cut woodâ€, the author thinks that we in the commercial vehicle industry still discuss this film for commercial use. How big is the impact of the car industry? Is this documentary more profitable for the industry or more bad?
The author summarizes the following impacts of this documentary on the commercial vehicle industry: Impact 1: Emissions inspection will be more rigorous; Impact II: Accelerating the elimination of yellow-labeled vehicles; Impact III: Good for natural gas commercial vehicles; Impact IV: Further promotion of new energy buses Impact of the fifth is conducive to the development of European light passengers.
Let's start one by one.
Impact 1: Emissions inspection will be more stringent
For each commercial vehicle company, it is not necessary for any lucky person to be truly lucky. As the saying goes, do not work hard, do not be lazy, do not play long shots. If you are in 2015, you still want to opportunistic, or indulge your dealer to sell fake country IV, it really is not long-term. Remember, if you manage your salesman and dealer, how can you tell you, who are selling fake cars or four cars? If you don't sell this, you won't be able to complete the task. You must keep the bottom line - do not sell it. Fake country four.
Worst and worst, if you don’t listen to the advice and sell the fake country of the country, you’ve got your eyes and grabbed it, but don’t waste the dirty water on the “exportâ€. Otherwise, everyone will doubt it. Chai Jing is the person in charge of the "criminal" automobile production company in the documentary.
Impact II: Speed ​​up the elimination of yellow marking vehicles
A big wave of yellow marking cars out of market is hitting us!
Huang marked the elimination of the car, there has been a wave of market last year. This piece of Chai Jing will play an important role in accelerating the elimination of the Yellow Label car.
The most important role of Chai Jing’s documentary is to arouse the anxiety and attention of each Chinese film viewer to their own environment and atmosphere. At the same time, it is a hit for any local government: Creating a blue sky for the local is no longer an optional matter, but something that must be done immediately.
Obviously, for diesel vehicles accused of high emissions, it is very difficult for the government to manage in-use vehicles and punish the in-use vehicles that do not meet the standards. Therefore, it is certain that the government will adopt the easily-efficable and popular method of eliminating yellow-label vehicles. Those cities that have not yet focused on eliminating yellow-label vehicles will certainly accelerate the elimination of yellow-label vehicles. It can be judged that the scale and quantity of yellow-labeled vehicles to be eliminated this year will surely be greater than last year.
The CEOs of companies, if you do not want to seize the opportunity of yellow label car, then this year's performance is really no one can save.
Impact III: Good for natural gas commercial vehicles
Natural gas commercial vehicles have declined in the past two years. However, under the dual factors of the drop in gas prices and Chai Jing’s documentary, natural gas commercial vehicles will surely rekindle in 2015.
Natural gas is a cleaner source of energy than diesel, no doubt. Moreover, for the users who buy cars, the cost of natural gas vehicle vehicles is lower than that of diesel vehicles. In particular, the price of natural gas will decrease after the combination of natural gas prices on April 1. Buy natural gas commercial vehicles, low operating costs and low emissions, this kind of interest and self-serving thing, why not do it?
Natural gas commercial vehicles, this must be a growth market that cannot be ignored.
Impact 4: Speed ​​up the promotion of new energy buses
This film tells the public that heavy-duty diesel commercial vehicles (buses and large trucks) emit several times more pollutants than small cars, which has a great impact on urban air quality.
However, in many cities, trucks can be restricted from entering the city, but buses cannot be restricted in the city. Therefore, for many cities, upgrading old 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 and winning public support. In particular, many cities are pilot cities for new energy vehicles, and there have been a number of promises for the purchase and operation of new energy vehicles. Nowadays, the number of individuals buying new energy vehicles is very small. To complete the purchase of new energy vehicles, the number of buses can only rely on buses!
Therefore, the new energy bus in 2015 will be hot again, and will be even hotter than in the second half of 2014. For this wave of market, each bus company must seize it. Didn't you see that in the "Chai Jing concept stocks" summarized by major securities companies, several companies that do new energy buses are impressively listed: Yutong Bus, Zhongtong Bus, Foton Bus and BYD. People outside the industry have seen that this bus industry itself must be hurried.
Influence 5: Facilitate the development of European light passengers
European light passengers, also known as Big VAN, are the main force of urban freight in Europe. In China, the European light passenger market is the smallest market segment in the commercial vehicle market.
However, the spring of European light passengers is coming (this is said for many years). This is true every year, not the same this year.
In order to reduce the local air pollution in the city, in 2015, there will inevitably be more cities joining the ranks of limiting the number of motor vehicles purchased. Obviously, the van also belongs to the category of "mini passenger cars" that are restricted to the licensing. The relocation of vans is limited, and the city's logistics needs are still there. Cities cannot make more trucks. Therefore, European light passengers who are more efficient than vans will replace some vans and may also replace some trucks.
For European light passengers, there may not be too hot scenes, but the growth in 2015 is still expected.
Finally, it should be said that Chai Jing’s documentary will affect some highly polluting industries with excess capacity, such as coal, steel, and cement. If these industries are affected, they will reduce the demand for trucks. Therefore, in the long run, this documentary may not be good for the truck industry. However, for 2015 alone, it is still more positive.
Therefore, for any commercial vehicle company, this opportunity must be grasped in 2015. If you miss this village in 2015, you will not have this shop.
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