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福田汽車(600166.SH):1-5月福田重卡佔有率提升0.29個百分點
格隆匯 06-21 11:32

格隆匯6月21日丨有投資者向福田汽車(600166.SH)提問:公司2023年1-5月輕卡、重卡的市場表現為何高於行業增速,公司的舉措是什麼?

福田汽車回覆:輕卡:1-5月,行業銷售775327輛,同比增長10.56%;福田銷售175270輛,同比增長21.38%,市佔率比2022年底增長3.3個百分點。

產品方面,福田堅持戰略引領,洞察市場需求,在“新藍牌法規”引導下積極佈局合規化、輕量化主流輕小卡產品;同時看到消費下行帶來的低端經濟型輕卡的增長,加快調整以奧鈴青春版為代表的經濟型產品,及時代領航經濟型產品的升級換代,各個細分市場產品競爭力均有較大提高。後續隨着混合動力、AMT產品到位,將進一步豐富產品資源,增強產品競爭力。

渠道方面,福田不僅關注傳統分銷渠道的質量提升,同時積極加大平台客户、專用車改裝廠大客户開發力度,提升大客户銷量貢獻度。

區域方面,福田在鞏固傳統優勢市場同時,通過後台相關職能終端前移,進一步深耕與下沉市場、提高產品適應性開發,同時加大專項政策支持等加大西南、南方等弱勢區域的資源投入,提升弱勢區域市場份額。

新能源方面,積極探索新能源商業模式,在佈局產品同時,聚焦新能源路權城市,佈局新能源生態,引導傳統經銷商積極開展新能源業務,提升新能源產品持續上量,同時推動新能源生態盈利模式建立。

重卡:1-5月,行業重卡銷售40.2萬輛,同比增長23.69%;福田重卡銷售40911輛,同比增長27.33%,市佔率比2022年底增長了0.12個百分點。

春節後福田重卡緊抓市場啟動節奏,提前佈局與行動,快速復工、圍繞一季度“開門紅”目標,產品提前佈局:銀河15L產品引領,年度新產品於22年10月份之前提前到位,節後快速上量;持續打造福康+採埃孚超級動力鏈節油優勢,節油提升5-7%;狠抓細分市場煤炭、危化品、普貨置換週期等市場機會,實現2023年1-5月銷售重卡4.1萬台,佔有率10.2%,同期銷量增速27.3%。

2023年1-5月福田重卡佔有率提升0.29個百分點,福田重卡在長途幹線、區域集散、工程運輸場景佔有率同比提升。

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