The time flies away and it is another year. The passenger car market in China at first glance looks similar to that of previous years in 2017. With the opening of new high-speed rail lines and the increase of private cars, the total sales of passenger cars continue to decline for many years. According to the analysis of relevant data released by the China Association of Automobile Manufacturers, from January to November 2017, the total sales volume of passenger cars (including non-integrated vehicles) in China was 450,900, a year-on-year decrease of 5.37%. Among them, large passenger cars sold 73,900 units, a slight increase of 1.89% year-on-year; medium-sized passenger cars sold 67,200 units, a year-on-year decrease of 18.15%; light passenger vehicles sold 309,700 units, a year-on-year decrease of 3.75%. The school bus market is also continuing to slump. In the first 11 months of 2017, the total sales volume of school buses was about 13,200, a year-on-year decline of 12.38%. Looking closely, we will find that the bus market in 2017 still has its own characteristics. In the first half of 2017, the sales of passenger cars across the board fell to the freezing point. In the second half of 2017, with the joint efforts of the industry and enterprises, the decline was gradually reduced, and good results were achieved in certain market segments. 10 meters bus into the market "new darling" According to relevant data, from January to November of 2017, China sold more than 67 meters of buses with a capacity of 71,700 vehicles, and its market share was 47.9%. The number of passenger cars sold was 62,300, with a market share of 41.7%. It can be seen that buses are still The main force of the passenger car market. The difference from previous years is that in the first 11 months of 2017, in the bus bus market of 6 meters or more, the proportion of 10 meters is the highest, with cumulative sales of approximately 28,700, accounting for 40.1% of the bus market; 8 meters of car sales Ranked second, with a sales volume of 22,000 units occupying a 30.7% market share. The total sales volume of the two types of vehicles of 10 meters and 8 meters accounted for more than 70% of the total bus market share. As a result, the main bus market has changed from the original 11 meters to the current 10 meters and below. The reason is that in addition to the 10m and 8m models that are more suitable for the current bus market demand, the change in new energy subsidy policy in 2017 is also an important factor. Under the background of “acquisition†subsidy retreat from 2017 to 2020, “operational†subsidy that has not been retreated has received more attention from customers. The operating subsidy is divided according to the length of the vehicle, ie, 6 meters of pure electric buses with a vehicle length of ≤ 8 meters. The annual operating subsidies are 40,000 yuan; 8 meters are less than or equal to 10 meters, and the annual operating subsidies are 60,000 yuan. ; 10m <captain ≤ 12m, annual operating subsidies of 80,000 yuan. From this point of view, it is natural to buy 10 meters and 8 meters of new energy buses more cost-effectively. New energy buses are less dependent on subsidies According to China's new energy vehicle subsidy policy, the subsidies for 2017 to 2018 will decrease by 20% on the basis of 2016, and will decrease by 40% on the basis of 2016 from 2019 to 2020. However, some public transport and passenger transport companies have reported that they feel that the rate of subsidy retreat is far more than 20%, and some even feel that the rate of decline is 50%. Contrary to the substantial fall in subsidies, the total sales of pure electric buses in China in the first 11 months of 2017 was about 62,100 units, a slight decrease of 0.97% year-on-year; even in the large and light bus markets, the sales of pure electric buses increased. The year-on-year increase was 16.01% and 29.6% respectively. It can be seen that the subsidy's influence on the new energy bus market is not as large as it was imagined. Wu Zhenqing, deputy secretary-general of the China Road Society Bus Division, previously said at the passenger car market research meeting that the impact of subsidy retreat on the sales of new energy passenger cars is gradually weakening. “With the promotion of national policies, governments at all levels have a positive attitude toward the promotion and application of new energy buses. The development trend of new energy buses has become irreversible.†He said, “After several years of application, new energy buses have been operating. The advantages of low cost have been widely recognized. In the next few years, the demand for new energy bus market will be further released.†Han Peng, Brand Director of Futian Ouhui Bus Department also told reporters that the new energy bus still has a large stock market in the country, not only In the first-line developed cities, many second- and third-tier cities and townships are also included. “A lot of public transport companies are state-owned enterprises. Their main consideration for purchasing new energy buses is environmental protection factors and their sensitivity to prices is low. Therefore, the impact of new energy subsidies on slope retreat will have less impact on these customers,†said Han Peng. Qi Zhihao, senior advisor of the China Road Society Bus Subcommittee, also believes that changes in new energy subsidies will have little effect on bus sales in 2017. He added: “In the first half of 2017, the decline in new energy passenger car sales was somewhat related to the subsidy reduction, but I don’t think the impact was significant. Since the end of 2016, various companies have already passed sales, and in the first half of 2017, there was not too much. More sales are natural." New energy logistics vehicle performance eye-catching Judging from the type of vehicle, there is a very eye-catching market segment in 2017. The year-on-year sales growth for the first 11 months of 2017 is the largest of all models, a year-on-year increase of 26.74%. It is a dedicated passenger car. In the light bus market, private buses increased by 27.57% year-on-year; in the medium-sized bus market, private buses also had a certain increase, which was a 5.7% year-on-year increase. Considering the light bus market, pure electric passenger cars increased by 29.6% year-on-year. This fast-growing special vehicle is the new energy logistics vehicle. Zhen Zhenqing said that in 2017, new energy logistics vehicles performed very strongly. In the context of accelerated domestic urbanization, upgrading of consumer spending, and rapid growth of the e-commerce logistics market, people's demand for efficient logistics in the city is increasing, and trucks entering the city are restricted in many places. Therefore, new energy logistics vehicles that take the passenger car freight line are increasingly favored by the urban distribution freight market. Zhen Zhenqing said that from one piece of data, the rapid development of new energy logistics vehicles can be seen. In the first half of 2017, the period of sales of new energy buses was stagnant. From January to September, 5 to 7 meters of new energy logistics vehicles sold 6,170 vehicles, an increase of more than 8 times year-on-year. “In 2017, the sales of new energy logistics vehicles mainly came from four bus companies, namely Zhongtong, Yantai Shuchi, Nanjing Jinlong and Dongfeng Liyang.†Zhen Zhenqing said.