From January 4 to 6, 2024, the "2023 China Commercial Vehicle Aftermarket Annual Conference" with the theme of "Breaking the Situation and Seeking Innovation" was held in Xi'an Jianguo Hotel. The annual conference is guided by the aftermarket branch of the China Automobile Association, co-sponsored by China's first-class parts sales and commercial vehicle service network, and undertaken by commercial vehicle service network. As the opening drama of the industry in 2024, the annual conference brought together nearly 1,000 guest representatives from the whole industry chain of the commercial vehicle aftermarket, such as industry expert leaders, domestic commercial vehicle engine companies, backbone parts enterprises, dealers, maintenance chain enterprises, logistics fleets, new service enterprises and local auto parts chambers of commerce, auto parts cities, and industry leaders.
The conference was held in the form of 1 thematic forum and 5 concurrent activities. The theme forum focuses on the macro market, typical models, etc., interprets the market development environment, analyzes the pain points of industry development, and seeks the future of industry development in the first place. At the moment when the competition in the commercial vehicle aftermarket is fierce, the presentation of the content of the conference pointed out the direction for the development of the industry and provided a reference for the future planning of the enterprise. At the same time, the online live broadcast of the theme forum has also received great attention from industry colleagues, who have expressed that they will also participate in the event in the future. At the same time, the "study tour" activity of visiting Shaanxi Automobile and Shaanxi Automobile CATL Training Center has also won strong praise from the participants, who have expressed that they will strengthen this learning mode in the future.
1. Publish authoritative data to provide data support for the layout of enterprises
In 2023, affected by factors such as macroeconomic stability and improvement, the recovery of consumer market demand, and the pull of various favorable policies, China's commercial vehicle market will achieve recovery growth. At the meeting, Professor Zhu Baoliang, former chief economist of the State Information Center, interpreted the economic situation in 2023, made a statement on the economic trend in 2024, and said that the economy will rebound steadily next year. Mr. Xu Haidong, Deputy Chief Engineer of China Association and Secretary-General of the Aftermarket Branch, said in his speech that from January to November 2023, 2693 cars were sold80,000 units, this explosive growth, affected by multiple factors, such as the contribution of automobile exports, the growth of domestic new energy and commercial vehicles, the reduction of car prices under the intensification of market competition to stimulate consumption, and the promotion of national support policies for automobile consumption. For the commercial vehicle market, Xie Guoping, director of the State Information Center, said that 2023 is the first year after the transition of the epidemic, and the commercial vehicle market is in the "Yangkang", from January to November, sales achieved rapid growth on a low base, with a year-on-year growth rate of 22%, which is supported by both domestic and external demand. Mr. Shi Jianhua, deputy secretary-general of the China Electric Vehicle 100 Association and professor-level senior engineer, also said that the development of new energy vehicles is the only way for China's automobile industry to grow from large to strong, but there are still great challenges compared with new energy commercial vehicles and passenger vehicles, especially the penetration rate of new energy heavy trucks is less than 4%, and the technical route is complex, so there is still a long way to go for commercial vehicles to save energy and protect the environment. In terms of export market analysis, Mr. Wang Jianye, vice president of China Commercial Vehicle Information Association, said that China and countries along the "Belt and Road" have grown steadily, and in terms of truck exports, China's exports to the region accounted for 77 in 20190% rose to 90 in the first ten months of 20234%。Mr. Tong Xiaoqi, Secretary of the General Party Branch and General Manager of Shaanxi Tonghui Automobile Logistics, also said that Shaanxi Automobile has achieved good results in the export market in 2023.
Regarding the future trend of the commercial vehicle market, Director Xie said that the commercial vehicle market will still be in a stage of recovery growth in 2024, showing a positive trend of recovery, and the sales volume of the commercial vehicle market will be 4.2 million 4.3 million units. From the perspective of long-term trends, the period of high growth of domestic demand for commercial vehicles has become history, and the normal development of the future is the main line. At the same time, Mr. Zhang Dong, head of the commercial vehicle business of the Electric Vehicle 100 Association, said that 2024 will be a critical year for the development of new energy commercial vehicles, with a penetration rate of 13% and annual sales of nearly 600,000 units.
At the moment when the incremental market is shifting from the incremental market to the stock competition, the development potential of the 600 billion commercial vehicle aftermarket scale is huge, but the aftermarket opportunities and challenges coexist in the period of great change, and how to deal with the industry colleagues is also a practical problem at present. At the meeting, Ms. Ma Ning, Minister of Shaanxi Tonghui Automobile Logistics Parts Department, made a detailed introduction to the development plan of Shaanxi Automobile Aftermarket from the dimensions of the industrial chain construction of Shaanxi Automobile Aftermarket brand "Shaanxi Automobile Wheel Rolling" and the innovation of the parts value chain, which brought new cooperation opportunities to industry colleagues. Mr. Li Zhongxin, President of the Transport Union Research Institute, provided a direction for industry colleagues on how to do a good job in fleet services through the introduction of the logistics market and the fleet situation. Mr. Gu Shaobin, general manager of Shandong Jiayi Yufeng Logistics Chain, also shared how to help the efficient development of the commercial vehicle aftermarket through the logistics chain. Mr. Bi Qishan, Huawei's intelligent manufacturing solution expert, shared with the guests how to use smart solutions to help employees in the aftermarket industry chain transform and strengthen the chain in the context of digital and intelligent development.
2. Focus on market segments and provide reference for enterprise development through the interpretation of typical models
In the commercial vehicle aftermarket in the period of great change, all parties in the industrial chain are facing various challenges, some companies are forced to leave, some companies are struggling to support, and some companies are going against the wind.
For the parts market, brand competition has become a hot topic in the industry, especially the competition of wearing parts brands is particularly fierce, at the main forum, Mr. Li Qiuyang, director of the new retail project of Uni-President Petrochemical, shared the extended warranty project for everyone, providing new business opportunities. Fu Xiaozhen, Pingyuan Filter, as the guest host, shared with the dialogue guests Ni Shengsheng, After-sales Director of Tieliu Co., Ltd., Chen Xiaohong, General Manager of Zhejiang Bosheng, Guo Hang, Marketing Director of Garrett Spare Parts, and Shi Kai, Head of After-sales of ZF Commercial Vehicles, shared with everyone the way to break the situation of the company's contrarian growth in 2023. In addition, the International Development Forum has built a platform for enterprises to go out and interact with each otherIn order to better help the localization development of international brands, the 6th Commercial Vehicle After-sales Day of multinational companies was organized to strengthen the communication and exchange of international brands.
In view of the auto parts distribution market, Xinruili Auto Parts Chain, Yuntong Guolian Group, Shandong Yuantong and Shenyang Qiliang, as typical models, shared the experience of enterprise transformation and upgrading from different dimensions through the interaction with Mr. Zhou Jianbing, general manager of Dunkeman, in the roundtable dialogue session of the main forum. Mr. Wang Peng, co-founder and CEO of Auto Parts Cloud, shared how Auto Parts Cloud can be a booster for industry development from the perspective of digital system tool application.
For the maintenance market, Mercas, which was announced at the 2021 Annual General Meeting, has a new model this time, and Mr. Ma Yaohui, CEO of Mercas, shared the theme of "Industrial Router Model - Freight Vehicle Cost & Risk Management Solution" at the main forum, which provides a new model for the industry. At the same time, in the roundtable dialogue session, Yan Weidong, an operation expert of the Commercial Vehicle Aftermarket Maintenance Service Committee, was the guest host, and the dialogue guests Zheng Defeng, Chairman of Towngas Towngas, Chen Zhixin, Director of Mekas, Chairman of Truckman, Ren Hao, Founder and CEO of Youchelian, and Qian Jiangfa, Deputy General Manager of Xingwei, provided a reference for industry colleagues through the interpretation of the maintenance market model and direction. At the same time, the 2nd China Truck Repair Elite Forum and the Working Meeting of the Commercial Vehicle Aftermarket Maintenance Service Committee were very popular and received extensive attention from the participants.
3. The 2023 Commercial Vehicle Aftermarket Ranking List and the "Commercial Vehicle Aftermarket Annual Report" were released
The 2023 commercial vehicle aftermarket ranking jointly sponsored by the National Commercial Vehicle Parts Brand Communication Committee, the Commercial Vehicle Aftermarket Maintenance Service Committee, and China's first-class parts sales and commercial vehicle service network is currently the most authoritative brand activity in the commercial vehicle aftermarket. Strong reliability, endorsement for the brand, efficient help to build the company's brand.
In addition, under the guidance of the aftermarket branch of the China Automobile Association, the commercial vehicle service network launched the project preparation work of the "2023 Commercial Vehicle Aftermarket Annual Report", and industry associations and typical enterprises were also invited to actively participate in it.
The perfect conclusion of the annual conference not only demonstrated the high recognition of the event by colleagues from all walks of life, but also showed that colleagues in the commercial vehicle aftermarket industry need a platform for communication and production and demand docking. It also shows the eagerness of various enterprises and practitioners to seek new development opportunities behind the development. With the theme of "Breaking the Situation and Seeking Innovation", this year's annual conference revealed the pain points of all parties in the industrial chain, and provided solutions to provide a reference for the layout of the new year. Mr. Wang Duyang, the former chairman of China's leading parts sales and executive vice chairman of the aftermarket committee of the China Automobile Association, said in his opening speech and Mr. Zhao Yilin's concluding speech at the conference, saying that the market is full of opportunities and facing many pressures. The participants were also deeply touched by this. We look forward to the 2024 Annual General Meeting to let us meet again and test the results of the year together!