In the first half of 2022, China’s motorcycle production and sales can reach 20 million vehicles

In 2022, the production and sales of Chinese motorcycles reached 20 million, surpassing sales in previous years. Looking back at the Chinese motorcycle industry, the production and sales volume was in a period of rapid development in 1999 to 2011, and the average annual growth rate was nearly 10%; in 2012-2016, it was in the industrial transformation stage, and the production and sales have fallen sharply; from 2017, it has gradually shifted to stable, and in 2022 In the first half of the year, the motorcycle industry has obvious achievements. The stable and increasing domestic sales, the continuous high prosperity of the foreign trade market, the driving of electric motorcycles, and the emergence of leisure and entertainment models are the main reasons for growth. In the first half of this year, most companies’ production and sales have also increased significantly.

Motor vehicle “One vehicle, One ticket” implementation

Since 2022, China has officially implemented the “Measures for the use of motor vehicle invoices”. “One vehicle, one ticket”, ticket association, configuration sequence number management, motor vehicle tax reduction, tax exemption policy, etc. These new policies related to vehicle purchase tax will have a profound impact on the motorcycle industry, and on the taxation of manufacturing and sales enterprises Fairness plays a very important role.

The improvement of “Urban ban on motorcycles” is conducive to the development of the motorcycle industry

In 2022, more cities re -examine the role of motorcycles. The introduction of motorcycle policies pays more attention to people’s livelihood and public opinion, such as Qinhuangdao City re -issued licenses to motorcycles. Simply adopt administrative means to manage urban transportation, which is no longer the first choice plan, and urban management is more humane. Simply adopt administrative means to manage urban transportation, which is no longer the first choice plan, and urban management is more humane. The launch of intelligent transportation and richer traffic management high -tech products has also become a support for motorcycles driving. Safety driving training has become the standard “product” in the industry.

Similarly, motorcycles have a lot of advantages and played an important role in the urban transportation system. In recent years, with the change of people’s life concepts, motorcycles have also been valued by the public as convenient transportation.

The proposal of “dual carbon target” will have a profound impact on the industry

The proposal of “double carbon target” will bring huge challenges to the motorcycle industry in terms of production and use. In the long run, the greenization of the industry is the inevitable path of the development of the motorcycle industry. In the end, whether it is to “pull the gate and limit the power” or the way to improve the cost, it will promote the path of the company’s transformation and upgrading.

The rapid development of the intelligent transportation system will bring huge changes to the motorcycle industry

Intelligent network connectivity and autonomous driving are developing rapidly, and they are put into use in many areas, for example, the establishment of the Beijing High -level Autonomous Driving Demonstration Zone and the opening of Hebei Jingxiong Smart high speed all show that the transformation of the transportation system is ready to go, and gradually approach us. Helmets, protective gear, and wearable equipment will also tend to develop intelligent development, form a unified intelligent organic body with motorcycles, and integrate into the development and construction of smart cities and smart transportation. Electric motorcycles are an important part of the intelligence of motorcycles. At the same time, China’s electric motorcycle has developed rapidly in recent years, which has laid the foundation for the development of the intelligent development of motorcycles.

Car companies to join the motorcycle industry, which will accelerate the upgrading and change of the industry

GEELY, GREAT WALL, WULING, etc. have established companies to enter the motorcycle industry. The “four rounds” or “two rounds” no longer become the boundaries of the development of the enterprise. It provides convenient, green, and harmonious travel tools to become strategic enterprises. After the car company enters the motorcycle manufacturing industry, while expanding the influence of motorcycles, it will also promote the industry to develop towards high -end and intelligent directions, and accelerate the upgrading and transformation of the industry.

The Beijing and Chongqing Motorcycle Show Club is grandly held, and regional exhibitions are booming

Although affected by the epidemic, the Beijing International Motorcycle Exhibition and the China International Motorcycle Expo (Chongqing) have achieved great success. Compared with the exhibitions of the Beijing International Motorcycle in 2022, the Beijing International Motorcycle Exhibition expanded the scale; the overall display area of the China International Motorcycle Expo increased by 50%over last year. The number of visitors and exhibitors of the exhibition have gained unprecedented prosperity.

China International Motorcycle Expo

Driven by the Beijing and Chongqing Motor Exhibition, the motorcycle and car shows in Jinan, Xi’an and other places also opened different exhibitions, achieved good results, and also played a very good role in the popularization of motorcycle culture.

The entertainment market of motorcycles is also accelerating development

Motorcycle in addition to a means of transportation, motorcycles are also a fashionable leisure and entertainment tool. With the gradual richer of life, people pursue more diverse, personalized, differentiated life and leisure and entertainment methods.

In the first half of 2022, the sales of more than 150ml of motorcycles were about 1.71 million units, an increase of 26%year -on -year. Similarly, the development of the leisure and entertainment motorcycle market has led to the growth of imported large -scale motorcycles.

Looking forward to more events worthy of our attention in the motorcycle industry in the second half of the year!

From cars to pharmaceuticals to cell phones, large companies typically distribute production efficiently to low-cost areas and keep inventory levels low throughout the supply chain.
This is certainly a sound strategy, but the vast majority of people have difficulty predicting the emergence of a pandemic.

Consistent with its previous policies, the U.S. government reiterated its desire to improve U.S. supply chains and bring back critical manufacturing. His ultimate goal is to produce everything Americans themselves need and export to the world, including some essentials.

The Japanese government announced in early April that it would provide subsidies to support Japanese companies to relocate production capacity to China, or to diversify the industrial chain by dispersing them to ASEAN countries. The country’s auto parts maker Yachiyo Industries has switched to air freight for some car sunroof parts from China to Japan.

The French government has announced that it will examine which industries need to develop “Economic and strategic independence”. Through this epidemic, it can be found that supply problems will bring strategic challenges to certain industries. The government also pointed out that in the pharmaceutical industry, 80% of the raw materials for some drugs come from Asia.

Volkswagen Chief Financial Officer Frank Witter once revealed in the Financial Times that their contractors in northern Italy, Spain and other places have closed down one after another. And if these small parts suppliers, who cannot afford a lot of debt, stop operating, they will directly disrupt the entire supply chain of car companies.

The global supply chain has come to a point where it has to adjust its layout.  However, in the process, who should pay for the high cost?

Establishing supply chain stress tests, moderately increasing inventories, and using innovative technologies to regulate production scale may be the answers that companies hit hard by the epidemic are looking for.

The general trend

The lesson of the epidemic to multinational companies is that before the epidemic, they only focused on efficiency and cost, and after the epidemic, “Flexibility” will be taken into account, an analyst from Samsung once said, “But flexibility does not guarantee cost efficiency, so companies There is a trade-off and sacrifice some of the efficiency.”

According to a report by the Economist Intelligence Unit (EIU) on May 13, the pandemic will prompt countries and companies to accelerate their shift to regional supply chains and reverse the process of globalization. Among them, the supply chain network in Asia, the global manufacturing hub, will become more diverse. The agency also believes that the establishment of semi-independent regional supply chains by multinational companies in Europe and the United States is a safe-haven approach. Companies that have such “Luxury” supply chains have been able to shift production of critical components to other regions during the pandemic.

Mark Mobius, founder of asset management firm Mobius Capital Partners, told CNBC in April that many U.S. companies have sought to move supply chains closer to home in the wake of the pandemic. “At the very least, links that were originally located in China will be moved to Vietnam, Bangladesh, Turkey and even Brazil.”

Suren Thiru, head of economics at the British Chambers of Commerce, also said that some British companies were already working to shorten supply chains after the chain break caused by the new crown virus affected operations. In addition, a European trader told the Financial Times that they expected stronger suppliers to acquire weaker peers, possibly at the behest of automakers, to keep supply chains intact.

There are opportunities in crisis, and some countries have clearly proposed to regard the new crown as a critical moment to improve the supply chain. For example, the Indian government this week announced an economic rescue package worth 20 trillion rupees (about 266 billion U.S. dollars), a package equivalent to 10% of India GDP, which will improve the supply chain for domestically manufactured goods that are more competitive.

South Korea trade, industry and energy ministries have said the export industry will suffer deeper and longer-lasting pain, but supply chain adjustments could also end up in South Korea favor as companies look for safer ways to source parts.

The Economist Intelligence Unit concluded that in the longer term, any major shift is likely to be irreversible due to the difficulty of building or shifting around supply chains, and as such, is destined to be a “lasting consequence of the Covid-19 crisis”.

Challenging

However, after making great efforts to geographically diversify the supply chain and establish a sound “Plan B” to prevent the next epidemic, the company is likely to go bankrupt before the next epidemic.

Regarding the grand plans of various governments, the above-mentioned Samsung analysts believe that this is just their “Political declaration”, and companies still have to make decisions based on the reality of costs and benefits. For example, “On balance, China cost is still the lowest, the industrial chain is the most complete, and China has a market. The closer to the market, the shorter the industrial chain, which is the meaning of shortening the supply chain.”

The executives of Unipart, a British logistics and supply chain company, have introduced that in order to provide qualified fuel tanks to the British automotive industry, the company needs months or even years to find suppliers, discuss specifications, evaluate production quality, and pass a series of quality and safety tests. And every additional supplier you find means that the cost to complete the process will double.

“At that point, you may have a stronger supply chain than someone else, but no one will buy your car because it’s too expensive,” says John Neal. As Yale economist Roach said, shifting production from low-cost offshore platforms to high-cost alternatives amounts to a ruthless tax on already hurt consumers.

Without passing costs on to customers, companies are weighing whether to reduce profits in exchange for lower risk in local supply chains. Even so, the COVID-19 pandemic is by no means a regional disaster. Diversifying supply chains won’t make up for any losses if factories and businesses around the world shut down.

EU Trade Commissioner Phil Hogan said in mid-April that the EU and its companies need to diversify their supply chains to reduce their reliance on individual countries, but to be clear that the EU’s goal is not self-sufficiency because that cannot be achieved. “We need to look at how to build a resilient supply chain based on diversification, we can’t produce everything locally, that’s a fact that needs to be acknowledged.”

On the other hand, companies need to re-examine the deployment of international talent. Designing a chain for the supply of human resources expertise is a tricky task.

Some processes cannot be done through remote tools such as Zoom or Skype. Alex Dolya, a procurement expert in the Asia-Pacific region of Boston Consulting Group, gave an example: a multinational energy group shipped an electrical equipment to Malaysia, which required German engineers to personally test and inspect it. But the machine remains idle due to flight suspensions and national border closures.

How can you prepare for the next crisis?

The Harvard Business Review article noted that governments should consider stress testing companies that provide critical goods and services, similar to what the US and EU did with banks after the 2008 financial crisis. Testing should focus on the resilience of a company’s supply chain.

According to David Simchi-Levi and Edith Simchi-Levi, authors of the book Supply Chain Design and Management, supply chain stress testing should determine two main elements: Time to Recovery (TTR), which is the supplier facility, distribution center The time it takes for a node such as a transportation hub or a transportation hub to return to full functionality after an outage; Time to Live (TTS): The maximum time a supply chain is able to match supply with demand after a facility outage. If TTR is longer than TTS, there will be a mismatch between demand and supply in the supply chain.

In addition to this, companies should also reduce their reliance on any single supplier if they want to reduce the risk of supply chain disruption, but diversification also does not protect companies from systemic risks such as a pandemic.

The head of the World Bank’s macro, trade and investment department has pointed out that in a systemic crisis, the best strategy is to increase inventories. For essential items such as oil or medical care, it is easier for national or multinational institutions to stockpile.

There are also some production activities that can be done locally by robots, which is cheaper than going abroad to find labor. Using innovative technologies to better adjust the scale of production is also a means to avoid supply chain risks.

Fund executives at Waverton Investment Management believe that proactive response measures will help companies better deal with the crisis in the future. Technologies such as blockchain, artificial intelligence, supply chain analytics, robotics and 5G can help companies scale production, increase automation and reduce the risk of virus transmission. Tech companies have a huge advantage here.

The “Economist” article also believes that after the supply chain is disrupted, many companies are forced to come up with new methods for production in a short period of time, or create new products when demand is frustrated. Under pressure, companies are being forced to increase the rate of innovation. But not all industries have adjusted so easily. According to the World Bank Freund, in industries such as automobiles, many parts and components are still labor-intensive. Unless the state provides production subsidies to reduce the relative cost of domestic production.

In the face of a deadly pandemic, nationalist policies appear to be rational choices, but they are not based on economic foundations. Freund wrote in Barron. to effectively and rapidly expand the scale of production. A smarter approach is to strengthen international cooperation to stockpile essentials and build resilience to future shocks—especially in developing countries.

On the one hand, urban road conditions are congested, and the speed and flexibility of motorcycles greatly improves travel efficiency. Taking Beijing as an example, many people have a one -way journey of 20 kilometers from get off work, and driving motorcycles can save about 30% of commute time than other transportation methods. At the same time, due to the cool attributes of motorcycles, among young people, motorcycles are not just simple transportation, but also given social functions. On the short video platform, more and more “knights” have begun to share their ride daily; various new Internet celebrity landmarks often can often see groups of motorcycles come to check in.

On the other hand, the growth of motorcycles also brings problems such as racing and noise. Some people often drive motorcycles in the middle of the night to interfere with the normal life of residents. There are more and more traffic accidents with motorcycles as the main body. In August of this year, three people were shooting short videos on the mountain road in Huairou District, Beijing, which affected public transportation safety.

Some cities in China have issued relevant provisions “forbidden restrictions”.  However, from objective conditions, such “prohibiting control” is not advisable.

Li Shufu, chairman of Geely Group, once believed that scientifically treating urban motorcycles, driving the transformation and upgrading of the motorcycle industry, and comprehensively improving the competitiveness of the international market in China’s motorcycle products.

A study in Belgium shows that if 10% of residents of driving cars can give up using cars, and choosing motorcycles as transportation will reduce traffic congestion by 40%; if 25% of traffic travel is completed through motorcycles, traffic congestion is completed, traffic congestion is completed, traffic congestion is completed, traffic congestion It will be completely solved. If motorcycles are resolutely prohibited, traffic problems may not be solved, and congestion may be aggravated. To solve the embarrassing position of motorcycles in public transportation. First of all, strengthen training for motorcycle drivers to improve quality.

At present, the acquisition of motorcycle driver’s licenses is too simple. The training subject is single. The real practice time is often only a few hours. This has led to many motorcycle drivers after getting the driver’s license. Road conditions affect other vehicles, and even cause traffic accidents. There are also some novice drivers who blindly buy large -displacement motorcycles, causing tragedies. In this regard, you can refer to the Japanese motorcycle driving test system: In the driver’s license category, it is divided into four levels according to the displacement of the vehicle, and the highest -level driver’s license can be obtained to drive a motorcycle of 400cc or more. Practical projects such as obstacle avoidance.

Second, establish equal awareness of other motor vehicle drivers. Many passenger cars do not agree or even know that motorcycles are also motor vehicles. They will constantly whistle to make a road for normal driving motorcycles, and many road disputes are triggered. To resolve the contradiction between motorcycles and other motor vehicles, it is not enough to make efforts alone and require the common progress of all traffic participants.

Finally, the most important thing is that relevant departments should strengthen supervision of motorcycles and improve relevant laws and regulations.