盤點2020年大中型卡車全球份額:中國一汽(000800.SZ)登頂
格隆匯9月15日丨據日經濟新聞2020年世界市場“主要商品與服務份額調查”顯示,從大中型卡車的全球份額來看,中國第一汽車集團以12.3%位居首位。受新冠疫情蔓延的影響,歐美的卡車需求下降。英國調查公司IHS Markit的統計顯示,2020年6噸以上大中型卡車的全球銷量比上年下滑0.5%,降至319萬輛。一汽的份額比2019年的8.8%增加約3個百分點,超過了2019年位居第一的德國戴姆勒(DMLRY.US)。排在第2位的是東風汽車(600006.SH),第3位是中國重汽(000951.SZ),兩家公司的份額同樣高於2019年。中國因政府增加公共工程等因素,大中型卡車銷量超過2019年,銷量增加35%,達到177萬輛;而中國銷量佔全球的份額增加約15個百分點,達到56%。以歐美為主力市場的歐洲卡車廠商的份額下降。戴姆勒的份額下降約3個百分點,僅為9.1%,退居第4位。從日本企業的情況來看,五十鈴排在第10位,份額為4.5%。2021年初,中國市場也始終表現出色。但IHS Markit的副董事指出,“中國的高增長不可持續,可能會減速。如果2022年歐洲市場明顯復甦,戴姆勒的份額將再次提高”。隨着市場復甦,成為焦點的是卡車的電動化。沃爾沃不僅與戴姆勒在燃料電池車領域合作,還與五十鈴在大型卡車的電動化方面展開合作。今後企業間合作的優劣有可能會影響新車開發和銷售。
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