全球卡车制造商正面临来自中国商用车公司日益激烈的竞争。中国公司不仅已经独霸国内市场,而且正咄咄逼人地向出口市场进军——尤其是东南亚和非洲。
Alix Partners, the automotive industry consultancy, said in a report released in Shanghai on Wednesday that China last year produced nearly half the world’s heavy and medium commercial vehicles.
汽车行业咨询公司Alix Partners周三在上海发布的一份报告中表示,去年中国的重型及中型商用车产量已经接近全球产量的一半。
The industry was helped by strong local demand and increasing exports to emerging markets, where China’s trucks are priced at less than half those of global truck makers.
中国强劲的内需及向新兴市场出口的不断增长为中国商用车行业提供了支持。在新兴市场,中国卡车的售价还不到其它全球卡车制造商的一半。
Strong growth in production is expected to continue this year, with first-half growth of 76 per cent year on year, putting China in a position to produce 1m trucks for the first time this year, according to Ivo Naumann, head of Alix Partner’s Shanghai office.
Alix Partner上海办事处主管伊沃•瑙曼(Ivo Naumann)表示,预期中国商用车产量的强势增长今年还将继续,上半年同比增长76%,使得中国今年可能首度实现100万辆卡车的产量。
Fuelled in part by the government’s stimulus programme, China was the only major market to show growth in the number of vehicles produced in 2009, up 22 per cent, said Alix.
Alix称,受到政府刺激政策的推动,中国是2009年汽车产量出现增长的唯一主要市场,增幅达22%。
This strong growth allowed China to boost its share of the global market, by volume, to 49 per cent in 2009 from 20 per cent in 2006.
这种增长的强劲势头提高了中国汽车在全球市场所占的份额(以产量计算),从2006年的20%增长到2009年的49%。
Foreign truck makers will benefit from recovery in demand in Europe and North America, where Chinese trucks cannot compete because they do not meet local emission standards.
外国卡车生产商将从欧洲和北美的需求复苏中受益,在那里,由于达不到排放标准,中国卡车不具有竞争优势。
But in emerging markets – which Alix expects to produce 58 per cent of growth in commercial vehicle demand by 2014 – China’s lower cost and lower technology commercial vehicles are posing stiff competition to global truck makers.
但在新兴市场,中国技术含量较低的低价卡车令国际卡车制造商面临严峻竞争。Alix预期,到2014年,新兴市场对商用车需求增长将贡献58%。
Chinese exports of commercial vehicles, mostly to emerging markets in Africa and south-east Asia, rose 25 per cent in the first half of 2010 over the first half of last year, to 134,000 units.
中国的商用车出口(主要面向非洲与东南亚的新兴市场)上半年同比增长25%,达13.4万辆。
“The increasing volume for Chinese [original equipment manufacturers] has provided enhanced profitability and allows for a larger commitment to R&D, which . . . will allow these domestic OEMs to compete on a global level,” the report says.
“中国(原始设备制造商)产量的不断增长,带来了更高的盈利能力,由此研发部门也能够获得更多投资……这将使得这些本土的原始设备制造商能够在全球层面参与竞争,”Alix的报告表示。