中国工业车辆市场现状
China Industrial Truck Market Status

中国工程机械工业协会工业车辆分会
China Construction Machinery Association, China Industrial Truck Association
理事长陆大明
Lu Daming, President
2009年10月29日   上海
Oct 29, 2009 Shanghai
一.中国物流发展情况介绍
Overview of the Logistics Market in China
二.中国工业车辆市场概况
China Industrial Truck Market Situation
2004—2008年国内社会物流总额
2004-2008 Total Social Logistics Volume

　　2008年中国物流业特点：
Characteristic of 2008 China’s Logistics Industry
　　1. 增速放缓，但依然保持了较快增长。
 Growth rate slowing down, but still maintained a rapid growth.
　　2. 与2007年相比增幅回落6.7个百分点。
Compared with 2007, growth rate dropped 6.7 percentage points
　　3. 分季度看，呈现出“前高后低”的发展态势。
Showing a "high to low" trend from 1st to 4th quarter
　　2005—2008年国内社会物流总费用
2005-2008 Total Social Logistics Cost

　　中国国内的社会物流总费用与GDP比例为18.1%，远高出发达国家约10%的比例。
China’s domestic social logistics costs accounted for 18.1% of GDP, much higher than the proportion of about 10% in developed countries.

　　说明我国的物流效率仍有待提高，叉车等现代物流发展必需的搬运装备仍有较大需求。
Shows the efficiency of China's logistics are still to be improved,  there still have big demand for the material handling equipment.

　　2009年上半年社会物流总额增减变化情况
Changes of the Total Social Logistics Volume in 1st Half Year of 2009
　　单位：亿元
Units: 100 millian RMB

　　2009年上半年社会物流总费用构成
Structure of Total Social Logistics Cost in 1st Half Year of 2009

　　社会物流总费用2.5万亿元同比增长4.8%
Total Social Logistics Cost reached 2.5 trillion RMB, up by 4.8%

     运输费用1.3万亿元同比增长3.4%
Transportation charges were 1.3 trillion  RMB, growth by 3.4%

     保管费用0.9万亿元同比增长6.3%
Maintenance costs at 0.9 trillion  RMB, increased by 6.3%

    管理费用0.3万亿元同比增长6.5%
Administrative expenses were 0.3 trillion RMB, up by 6.5%

　　2009年上半年物流业固定资产投资
Fixed Asset Investment in Logistics Industry, 1st Half Year of 2009
　　单位：亿元
Units: 100 Millian RMB

　　反映出国家加大物流相关产业基础建设投资措施取得成效，对物流业的振兴与发展将产生良好的促进作用。
It shows that Govt’s measures take effects in increasing the investment on the logistics industry infrastructure construction, it will promote the revitalization and development of logistics industry.

　　未来一段时间物流业的
Logistics Industry in Coming Period
　　有利因素
Favorable factors
     国民经济企稳回升
National economic further stabilize
     积极的财政政策
Pro-active fiscal policy
     适度宽松的货币政策
Moderately loose monetary policy
     扩大内需、提高消费取得一定成效
Measures like expand domestic demand and increase the consumption take effects
     世界经济趋稳
Stabilization of the world economy
　　不利因素
Disadvantages
     国际市场恢复的速度不会很快
Recovery of international market still uncertain

     物流市场需求仍显不足，整体增长水平明显落后于宏观经济增长
The overall growth of Logistics Market lagged behind the Macro Economic growth significantly

     企业经营面临困难，利润额下降。
Enterprise facing difficulties in running business, profit margins declined.

　　一.中国物流发展情况介绍
Overview of the Logistics Market in China

　　二.中国工业车辆市场概况
China's Industrial Truck Market Situation

来自CITA统计数据
 Data Source: CITA

来自CITA统计数据
 Data Source: CITA

来自CITA统计数据
 Data Source: CITA

　　2003-2008年中国市场电动叉车与内燃叉车的比例
2003-2008 Weight of Electric Trucks vs. ICCB Trucks in China Market

　　2003-2008年中国市场电动叉车与内燃叉车的比例
2003-2008 Weight of Electric Trucks vs. ICCB Trucks in China Market

　　从上表中我们可以清楚地看出，长期以来内燃叉车一直是中国工业车辆销售市场的主导产品。和国际先进国家电动叉车占40%--65%相比,应该说中国电动叉车还有很大的发展空间。
As can be clearly seen from the above chart, internal combustion trucks are the leading segment in China industrial trucks market. In developed countries, electric trucks accounted for 40%-65% out of total trucks, it shows a great potential market of electric trucks in China.

　　中国市场在金融危机影响下，从2008年7月开始下滑，在2009年1月到达最低点，春节后2月，3月回升明显，4-8月逐渐向上。虽然相比去年同期还是整体下降了18.5%，但是，我们看到市场的趋势是在逐渐向好。
Affected by global financial crisis, China’s forklift truck market began to fall from July 2008, and reached its lowest point in Jan 2009, after the Spring Festival in February, picked up markedly in March, then upward gradually from April through August. Although the overall market still decreased by 18.5% compared to the same period of last year, we can still see a optimistic trend.
来自WITS统计数据 Data Source: WITS

　　请注意几点：
Note:

　　1.中国政府在基本建设投入、拉动内需等方面的努力，使中国市场在全球大环境中会有积极表现。
China govt’s measures on infrastructure investment, stimulating domestic demand, make China play a active role in the global market.

　　2.物流业虽然是中国十大振兴行业之一，但是工业车辆相比工程机械来说直接参与、受益的企业较少,行业恢复速度也相对较一些。
Although Logistics industry is one of China’s Top Ten Revitalization Industries, compared to constructon machinery, powered industrial truck market have less direct participation and less beneficiary enterprises, the recovery speed will be relatively slower.

　　3.国内外企业纷纷看好中国市场，竞争越来越激烈，利润下滑是普遍现象。
Both domestic and foreign manufacturers pay high attention on Chinese market, common situation of fierce competition and falling profits.
　　4.经济危机后，全球经济需要有新的增长点来促发新一轮增长，以新能源和低碳经济为出发点的绿色经济，正在成为全球关注话题。中国市场相比发达国家来说未来会有更大的市场需求。
After economic recession, the global economy requires a new growth point to provoke a new round of growth. Green economy, with a starting point of New Energy and Low-Carbon Economy, is becoming a popular topic globally. Compared to the developed countries, Chinese market will show a greater market demand in the coming future.

　　5.关注国家政策支持，关注建设新农村、西部产业结构升级的战略思想。
Pay close attention to the national policy support, the strategic thought of building a new countryside and upgradng the western area industrial structure.