Yutong Bus Conspiracy heavy card strategic entry threshold Test technical strength

China's largest private bus company Zhengzhou Yutong Bus Co., Ltd. (600066.　　SH, hereinafter called "Yutong"), is brewing a big strategy. Recently, the source said, as the 2012 will increase production and marketing scale of 1 time times to 30 billion yuan sales of an important step, Yutong is secretly start heavy card project, but still do not know specific investment, capacity and other details. Reporters call Yutong, the relevant people said not to rule out the possibility.　　At the same time, the person inadvertently disclosed yutong up to 50,000 passenger car big expansion plan. Recently, "Commercial vehicle production enterprises and product access management rules (draft)" (hereinafter referred to as "access rules") issued to further improve the new commercial vehicle enterprises and product threshold, but also tantamount to Yutong Heavy card project set a small threshold.　　If finally Yutong realizes the heavy truck strategy, it means China will be born another big heavy truck company. The temptation of heavy card not long ago, just enter the heavy truck market Shanxi Universiade chairman Far Qin Mountain, with the media said that a point of view: Five years after the top five heavy card market, now may not be in the markets. Voice prostrated out, there is speculation in the industry, bus giant Yutong may be the next entry into the heavy truck field of private enterprises.　　Although Yutong related people did not make a clear statement, however, in a domestic recruitment website, since September this year, Yutong has started to recruit heavy truck chassis category engineers. Compared to the bus market, the heavy card "cake" has long been emitting a seductive aroma. China Auto Industry Association data show that 2009, China's total passenger car sales of 350,400, a micro-increase of 4%.　　In the same period, the total sales volume of commercial vehicles was 3.3135 million, an increase of 28%, of which light, neutralization heavy trucks are the absolute main growth. Into the 2010, heavy truck market again appeared blowout situation. In the first half of this year, China's heavy truck sales of 600,000 vehicles, approaching the annual total sales in 2009.　　In June, sales growth was more than 70%, is the fastest growing market segment of commercial vehicles. Since 2009, China's auto industry has seen a rare investment boom in commercial vehicles.　　Chery cars, including Changan Motors, Shanxi Universiade, central trucks and even the experience of not having commercial vehicles, have all entered the truck market. For Yutong, the temptation of heavy cards is even greater. On the one hand, yutong to carry out reproduction, heavy card sales can reach 100,000 orders of magnitude, and the bus is just million, such as Yutong production heavy card, then its size and strength will be substantially improved.　　Analysis of the industry, heavy card industry market capacity is very large, China's heavy card market with an alarming pace of development, coupled with the Henan province, there is no heavy card enterprises, the market competition is not fierce, so yutong production heavy card is necessary. On the other hand, to yutong existing advantages, with the possibility of entering the heavy truck market. Buses and heavy trucks have always been whereas, and no bus giant in the world is producing heavy cards at the same time, such as Mann, Mercedes Benz, Volvo and Scania. Some enterprises such as Scania, its heavy truck and bus even with the same chassis platform. This means that buses and heavy trucks are produced in an enterprise with production scale and research and developmentand other advantages.　　People familiar with Yutong think that yutong in the bus industry under the accumulation of technical strength, technology level, and so on, the production of heavy cards, fully in line with the laws of nature, not only can expand the product line Yutong, but also can reduce the production costs of buses, yutong into the field of heavy truck, the bus business will also play a role in　　New Deal threshold Yutong do heavy card advantage obvious, but the shortcoming is difficult to evade, for example, Yutong has no truck production experience, no sales and maintenance network, but for Yutong, this is clearly not a real fatal problem. What is truly fatal may be the forthcoming rules of Access, which will begin in 2011. The total investment of new commercial vehicle production enterprises is not less than 2 billion yuan, it is more clear that the investment project should include the engine factory for the complete vehicle and the research and Development center with investment not less than 500 million yuan.　　Even the engine, transmission plant production capacity are detailed provisions. The manufacturing capability of engine, transmission and axle is the traditional short board of China Heavy truck industry. Most of the domestic commercial vehicle manufacturing companies can not independently manufacture car bridges and the country's three emission standards of the engine, the key components from the Bosch company, ArvinMeritor and other foreign companies such as China's subsidiaries procurement.　　Therefore, China's commercial vehicle companies are known as the "Assembly-style" development path.　　And once the new deal on commercial vehicles began to implement, in addition to more stringent approval than before, the newly built commercial vehicle approval more difficult, the past assembly-style development model will be restricted by policy and no longer have the living space. "From this policy, it can be seen that the main purpose is to curb investment overheating, but also to force enterprises to upgrade technology."　　"China heavy truck, said a senior. Accepted the "First financial daily" interview of the Yutong people also admitted: "Now the approval is so difficult, we have 50,000 of the bus base has not been approved, if you want to do heavy cards, approval will be more difficult."　　"Two-line expansion may be realized that the heavy card project will not happen overnight, has been hoping to expand the development of Yutong prepared a dual route, has drawn up up to 50,000 bus expansion plans." In October, a 3000-acre area of land in the Zhengzhou economic development zone is being leveled. According to the plan, Yutong Bus will be built here to build a new base with an annual output of 50,000 units. Yutong now production base has been operating at full capacity, there is no potential to dig. Therefore, they will transfer the new production base to our development zone.　　"In October, a head of the Zhengzhou Economic and technological Development Zone said in an interview with local media. The Yutong also confirmed: "We do have a 50,000 bus project, is now in the field level." In fact, despite the strong industry leading position, but Yutong passenger car sales growth has become a problem. After the 2008 financial crisis, Yutong passenger car sales growth rate of two consecutive years less than 10%. In 2008, when the base was low, sales rose by only 2.29% in 2009.　　According to the plan, Yutong bus plan in 2012 sales reached 50,000 units, sales revenue reached 30 billion yuan. "2008Years, 2009 has shown that a company if the product structure is relatively simple, then in the market environment, there are bad changes, it will encounter great risks. Therefore, if the company wants long-term development, it must diversify.　　"The Furious Car network President Chen Wen in the previous interview to this newspaper reporter said. In early October, a person at the Zhengzhou industry and Information Technology Commission said in the Zhengzhou economic development Zone under the circle of the land, Yutong also plans to use the existing Lion chassis qualification, actively involved in commercial vehicles in the truck and business car project development, plans a period of investment of 6.5 billion yuan, to achieve 120,000 capacity; the second phase investment 5.5 billion yuan, Reach 350,000 capacity, strive to occupy the domestic market share of such products more than 10%.