* Letztes Feedback
Foton Cummins put into a large displacement engine Weichai Forced to break
After six years in hand , Beiqi Foton Motor Co., Ltd. ( hereinafter referred to as Foton ) cooperation and American power equipment manufacturer Cummins will be entered in depth.
Recently , reporters learned from Foton Cummins and two Chinese companies , Beijing Foton Cummins Engine Co., Ltd. ( hereinafter referred to as Foton Cummins ) production of large displacement engine will be mass production in May this year , the future will not only carry the Foton Auman on heavy trucks, will be exported overseas.
In this regard , the view that , not only can help to strengthen bilateral cooperation Cummins to expand market share in China , Fukuda also help reduce dependence on heavy truck engines in the field of external suppliers to achieve better cost and quality control .
In the case of the core components of the heavy truck business to seek "vertical supporting " has become the industry trend of background, as the representative of Weichai engine manufacturers market share decline. Data show that Weichai in the field of heavy-duty truck engine market share has declined from 40% in 2010 to 36.2 % at the end of 2013 .
Large displacement engine will be put into
" This partnership Foton Cummins logical ." A long-term concern heavy truck industry analysts believe that , because the two sides had a good basis for cooperation in the field of small-displacement , therefore , the cooperation in the facility can be simplified to invest even " introduced a production line can be ", but its significance is much more than that. He said , "On one hand , Cummins can take to increase market share in China , while the Foton speaking, this cooperation is also expected to address a joint venture with Daimler in the process, Mercedes-Benz OM457 product delay production problems, Fukuda make up a large displacement engine in the field of "blank " . "
"For car companies , the lack of core components of the right to speak not only means weak , and loss of profits ." Independent auto analyst Tian Yongqiu told the " Daily Economic News" reporter , " compared to the vehicle , the engine Margin is more than twice . "
Foton 2013 semi-annual report , the company's gross margin heavy truck products only 7.76% . The report shows that in 2013 , Dongfeng Automobile , Dongfeng Cummins Engine 's gross margin reached 21.28% .
Back in 2003 , after Daimler joint venture with FAW talks fail , Foton will attempt to seek cooperation with Daimler , one of the major demands is the introduction of the Mercedes-Benz OM457 engine products . However , ten years later , although Beijing Foton Daimler Automotive Co., Ltd. was established in 2012 , but the engine is still unable to do so within the joint venture operation .
2013 , Fukuda heavy truck sales surge 32% year on year , reaching 115,000 , among the heavy truck industry first camp , with Dongfeng , FAW, CNHTC tied . But sales increase , while the missing engine products become short board Foton .
From now, only four of the first echelon of the heavy truck engine supporting business enterprise has within the system themselves, in the second tier of JAC Navistar also hand a few years ago , do a big production displacement engine ready .
" Daimler 's core technology is the direct cause of the conservative Fukuda seek cooperation with Cummins ." Above told reporters . Statistics show that China 's current flagship Mercedes-Benz Actros in the match engine is OM510LA and OM502LA series, and OM457 series were mounted on the economy of heavy trucks Axor.
" Foton upcoming production of the displacement of 10.5L and 11.8L two products , both of which are based on the specific needs of the development of the Chinese market , not only to meet more stringent future emissions requirements on fuel efficiency compared with the previous products are further improved . " Cummins Chinese official told reporters .
" Foton Cummins bilateral cooperation in the field of large- displacement engine is turned on, Daimler may indirectly bring pressure to which the introduction of more advanced products ." Tian Yongqiu think .
Weichai seek " escape"
Weichai Power 2013 report shows that the current Foton Daimler 's first big customer Weichai , 2013 Weichai orders contributed 6.708 billion yuan , accounting for 11.5% of total sales. " If you lose this client Foton Daimler , Weichai will be affected ." Tian Yongqiu think .
No large-scale enterprises in the front of the car engine plant self , even without Foton , Weichai OEMs can still be combined with other digestive capacity. A China National Heavy Duty Truck insider said , " just as the heavy truck lost customers, Weichai still Fukuda and through cooperation with FAW, to fill vacancies in the market ."
" After such an approach is not necessarily feasible ." Above the heavy truck industry analysts believe . In recent years , the first and second camp heavy truck enterprises have self-built engine plant , seeking a " vertically integrated ." After such Dongfeng Cummins, Volvo , Renault cooperate in the field of engines , and JAC will lead入纳威Secretary of the product . Weichai ignited a gradual decline in supporting the market share. Data show that in 2010 , Weichai market share in the heavy truck engine supporting areas is 40% , and by 2013 , this figure fell to 36.2 %.
Thus, while in 2013 net profit surge 19.38% Weichai reached 3.571 billion yuan , but the SG Securities analyst Lee program, Wensheng said in its research report , "downstream OEMs self-built engine ( company ) speed accelerate the company's domestic business pressure . "
" Weichai heavy truck engines in supporting the field still has an absolute advantage , because the current mainstream consumer is still focused on the domestic heavy truck 40 million or less in the low-end market is often " an engine manufacturer who told reporters, " but with the emission standards tighter and user demand for upgrading of heavy truck , automobile companies are also seeking more advanced engines . "
According to the source , before this , Auman series are equipped with imported high low-end Mercedes-Benz OM457, Cummins and Weichai series engine , however , the past two years , Fukuda stakeholders have repeatedly contact with the company, hoping to get some of these purchases enterprise Weichai engine to replace the original product . "As a result , in recent years, Weichai also accelerating the development of new products , as well as the original product technology upgrading , trying to open up the battlefield, changing the engine confined areas bring pressure to survive ."
Brewing for a long time , Weichai involved in the passenger car market last year , launched the " British cause " brand. Although insiders agreed that the passenger car market in the current fierce competition has background Weichai "cross " into the foreground hardly optimistic. " But for Weichai , it is also quite upset ." Tian Yongqiu think .
2014 car sales over a quarter million units with diesel engines
March 2014 , the National Automobile production 2,201,749 , growth of 34.41% , an increase of 5.59% ; sales 2,169,085 , growth of 35.84% , an increase of 6.58% ; compared with a year earlier trend , a substantial growth year on year growth rate stable . 2014 first quarter, a total car sales were 5,891,676 and 5,922,315 , an increase of 9.16% and 9.18% , respectively , total sales grew by a small decline , mainly due to the situation in March 2014 compared to the previous year sales growth the magnitude of the decline . In March, China's automobile engine sales were completed 2,031,880 units and 1,998,804 units, the first quarter of 2014 , sales totaled 5,331,291 units and 5,380,418 units, the cumulative growth of 7.91% and 10.16% respectively over the same period last year , a slight decrease in the cumulative increase sales .
March 2014 , China's automotive diesel engine sales were 420,744 units and 445,508 units completed in 2014, a quarter , a total of 1,069,211 units and 1,032,980 units, compared with the previous year cumulative production growth of 11.75% , 12.34% sales growth . March diesel car market as a whole and stable development of the situation , the balance of supply and demand market continues to move forward . Diesel engine market in the first quarter indicates good development situation , in 2014 the domestic car market as a whole will have a diesel engine made ??great progress , but also for the development of the commercial vehicle market provides ample power matching guarantee.
From March 2014 diesel production point of view : Yuchai , Weichai , all wood, China FAW, cloud power , Jiangling Holdings , Dongfeng Motor, Shandong Huayuan Laidong , Foton, Chaochai ranked in the top diesel engine manufacturer ten , production was 63,000 units, 62,794 units, 54,867 units, 54,121 units, 31,320 units, 26,992 units, 21,676 units, 18,566 units, 17,661 units, 13,807 units , accounting for 14.97 percent share of total diesel , 14.92% , 13.04 % , 12.86% , 7.44% , 6.42% , 5.15% , 4.41% , 4.20% , 3.28 %. The 10 companies produced a total of 364,804 diesel units, accounting for 86.70% of total diesel engine production . Diesel production from the perspective of the first quarter of 2014 : Yuchai , Weichai , all wood, China FAW, cloud power , Jiangling Holdings , Shandong Huayuan Laidong , Dongfeng , Foton, Chaochai cumulative production of diesel engine ranking before ten , production was 165,069 units, 154,013 units, 144,684 units, 138,161 units, 80,362 units, 65,839 units, 49,686 units, 47,719 units, 47,134 units, 34,746 units, representing the cumulative total share of diesel 15.44% , 14.40% , 13.53% , 12.92% , 7.52% , 6.16% , 4.65% , 4.46% , 4.41% , 3.25 %. The 10 companies produced a total of 927,413 units, accounting for 86.74% of the total cumulative production of diesel engines . 2014 first quarter, the top ten enterprises in diesel engine production cumulative cumulative production compared with the same period last year , nine companies are in a growth trend , an enterprise production fell . Growth trend in corporate situations: Foton cumulative increase diesel production is still the largest of 24.63% the previous month cumulative growth fell 7.25 percent. An increase in business as well as cloud power more than 20% , to 20.09 percent , an increase of five companies between 10-20 % yields , respectively, an increase of 17.01% Jiangling Holdings , China FAW growth of 16.17 percent , an increase of 15.37% Dongfeng Motor , Shandong Huayuan Levin dynamic growth of 11.47 percent , an increase of 11.34% Weichai . Yuchai diesel yield and total cumulative increase of less than 10 %. Chaochai production totaled a modest decline.
From March 2014 diesel sales point of view : the power Yuchai , Weichai , all wood, China FAW , cloud , Jiangling Holdings , Dongfeng Motor, Shandong Huayuan Laidong , Foton, Chaochai diesel sales were ranked top ten, sales were 73,367 units, 73,308 units, 57,290 units, 52,425 units, 32,693 units, 26,878 units, 21,443 units, 19,594 units, 18,310 units, 14,232 units, respectively, of the total sales volume of diesel is 16.47 percent share , 16.45% , 12.86% , 11.77% , 7.34% , 6.03% , 4.81% , 4.40% , 4.11% , 3.19 %. The 10 companies were sold diesel 389,540 units, accounting for 87.44% of total diesel sales . Diesel sales in 2014 from the first quarter of view : Yuchai , Weichai , all wood, China FAW, cloud power , Jiangling Holdings , Shandong Huayuan Laidong , Dongfeng Motor, Beiqi Foton , Chaochai cumulative sales of diesel were ranked before ten , sales were 166,728 units, 153,048 units, 143,087 units, 124,589 units, 67,015 units, 65,620 units, 49,310 units, 47,765 units, 44,695 units, 33,520 units, representing the cumulative total sales of diesel share of 16.14% , 14.82 % , 13.85% , 12.06% , 6.49% , 6.35% , 4.77% , 4.62% , 4.33% , 3.24 %. The 10 companies were sold diesel 895,377 units, accounting for 86.68% of total cumulative sales of diesel engines . 2014 first quarter sales of the top ten enterprises diesel cumulative total sales compared with the same period last year , an increase of nine companies , is also a business decline. Growth trend in corporate situations: Foton maximum cumulative increase for 21.27% , a slight increase from the previous month cumulative growth of 0.29 percentage point . Other companies are in the 20% increase , an increase of 10-20 % of the enterprises have six , respectively, an increase of 19.01% Yuchai , an increase of 16.30% Jiangling Holdings , China FAW growth of 15.88 percent , an increase of 14.93% Dongfeng Motor , Weichai growth 14.05% , an increase of 12.90% within the cloud momentum . An increase of less than 10% of enterprises have two , Shandong Huayuan Laidong growth of 8.45% , an increase of 3.55% all wood . The business is in a downward trend towards diesel , a decline of 6.86 %.
[eine Seite weiter]