Heavy truck industry waits patiently for demand from railway construction


The technical characteristics of railway construction projects under construction and planning are significantly different from those of railway construction in the past. Most of the railway construction projects currently under construction and planning are laid on overhead or tunnels, and the ballastless track design is commonly used. These two technical characteristics have an important impact on the relevant transportation needs in railway construction.

The current demand for heavy-duty trucks for new railway construction projects is not large. Judging from the railway construction projects that have already started, the demand for heavy-duty truck products for railway construction is not great. The reason is the non-repetitive nature of the fixed equipment transition of the project construction; due to the technical characteristics of the new railway, the construction site does not require a large amount of earth and stone transportation; the location of the concrete mixing plant is as close as possible to the water transportation channel near the construction site.

The railway projects under construction did not bring incremental demand for heavy-duty trucks. The main reason is that investment in real estate development projects has slowed down significantly, and a large number of construction-related heavy truck products have been transferred to railway construction. In addition, the entry barriers of the construction industry also determine that it is difficult for the industry to have new entrants, and thus also lack the demand for heavy truck products contributed by new entrants.

In the short term, it is unrealistic to expect that the railway construction will boost the demand for heavy truck products. As far as the specific implementation of the project is concerned, the project investment is approved. After the funds are in place, the investment unit or department must also carry out the preliminary preparation work for the project. In the short term, the project cannot be started. The various needs derived from the start of the project, the supply side also needs a certain reaction time. According to preliminary judgment, the newly added railway investment in the fourth quarter of 2008 will have the fastest driving effect on heavy truck products after the Spring Festival in 2009. The size of the pull effect must also consider the following three factors: First, the amount of transportation required for new construction projects and new start-up projects for railway construction under construction; second, how much transportation capacity can be released from the real estate development industry; The amount of transportation demand needed for infrastructure construction. Considering the above factors, it is unrealistic to expect railway construction to boost demand for heavy-duty truck products in the short term. However, with the passage of time, the number of newly started infrastructure construction projects will increase rapidly, and the demand for the heavy truck products related to civil engineering will gradually increase. appear.

Different heavy truck companies benefit differently. The heavy truck product market related to civil construction will directly benefit from the country’s investment in infrastructure construction including railway construction. Due to the construction of railways, highways and other infrastructures mostly in the field, the working environment is harsh and the road conditions are poor. China Heavy Duty Truck and Shaanxi Heavy Truck's Steyr Series heavy-duty trucks are more suitable for such conditions due to their firmness. The product segment has achieved a good market performance.






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