Summarize：www.chinabuses.org：I Bus Industry Sales Growth Analysis by Comparison of the first 11 Months of 2011 and 2010
1. Overall Sales Growth Condition of Different Lengths
Table 1: Sales Growth Table of Different Lengths in the first 11 Months of 2011
|
|
Total
|
12＜L
|
11＜L≤12
|
10＜L≤11
|
9＜L≤10
|
|
First 11 months of 2011
|
211403
|
2721
|
41682
|
24698
|
11741
|
|
First 11 months of 2010
|
186215
|
1390
|
36808
|
22756
|
11064
|
|
Y-O-Y rise
|
13.5
|
95.8
|
13.2
|
8.5
|
6.1
|
| |
8＜L≤9
|
7＜L≤8
|
6＜L≤7
|
5＜L≤6
|
3.5＜L≤5
|
|
First 11 months of 2011
|
25684
|
32210
|
25944
|
16610
|
30113
|
|
First 11 months of 2010
|
23052
|
29364
|
25591
|
22913
|
13277
|
|
Y-O-Y rise
|
11.4
|
9.7
|
1.38
|
-27.5
|
126.8
|
Chart 1: Sales Growth Chart of Different Lengths in the first 11 Months of 2011
We can see from the above that:
Overall sales in the first 11 months of 2011 increase 13.5%. From the lengths we can see that sales of every length grow except 5-6 meters and it is the 11th consecutive growth, which means national economic environment keeps promoting the bus market. The max growth is 3.5-5 meters light bus; then over-12-meter super large bus and then 11-12 meters. The least growth is 6-7 meters bus. Growth in rural passenger transport market is slowing down, while light bus and super large bus are increasing.
2. Zhengzhou Yutong Sales Growth Analysis of Different Lengths
Table 2: Zhengzhou Yutong Sales Growth Table of Different Lengths in the first 11 Months of 2011
|
|
Total
|
12＜L
|
11＜L≤12
|
10＜L≤11
|
|
First 11 months of 2011
|
39958
|
710
|
12384
|
4638
|
|
First 11 months of 2010
|
35543
|
259
|
10491
|
4248
|
|
Y-O-Y rise
|
12.4
|
174.1
|
18
|
9.18
|
|
Industry rise
|
13.5
|
95.8
|
13.2
|
8.5
|
| |
9＜L≤10
|
8＜L≤9
|
7＜L≤8
|
6＜L≤7
|
|
First 11 months of 2011
|
3127
|
8138
|
8236
|
2725
|
|
First 11 months of 2010
|
2843
|
6895
|
7376
|
3431
|
|
Y-O-Y rise
|
10
|
18
|
11.7
|
-20.6
|
|
Industry rise
|
6.1
|
11.4
|
9.7
|
1.38
|
Chart 2: Zhengzhou Yutong Sales Growth Chart of Different Lengths in the first 11 Months of 2011
We can see from the above that:
(1) Sales of Yutong bus in the first 11 months of 2011 increase 12.4%, 1.1% less than industrial average, which means growth of Yutong bus slows down.
(2) Except 6-7 meters, sales of other lengths of Yutong bus increase, especially super large bus, then 11-12 meters and 8-9 meters, increasing 174.1%, 18.0%and 18.0% respectively. 11-12 meters, as traditional advantage of Yutong, increases 5% more than industrial average, which means the strong increase in 11-12 meters.
(3) Sales of Yutong super large buses increase 174.1% while industrial average is 95.8%, which lives up to the leading role of Yutong in bus industry. 9-10 meter, 10-11 meters and 7-8 meters increase, even more than industrial average, which shows all-round development of Yutong buses.
(4) 11-12 meters buses are sold 12384 units, increasing 1893 units, which means Yutong is still unrivaled in large buses.
II Seat Bus Sales Growth Analysis of Different Lengths by Comparison of the first 11 months of 2011 and 2010
1. Industry Seat Bus Sales Growth Condition of Different Lengths
Table 3: Seat Bus Sales Growth Table of Different Lengths in the first 11 Months of 2011
|
|
Total
|
12＜L
|
11＜L≤12
|
10＜L≤11
|
9＜L≤10
|
|
First 11 months of 2011
|
147488
|
455
|
25045
|
10733
|
5452
|
|
First 11 months of 2010
|
128247
|
344
|
20995
|
10275
|
4549
|
|
Y-O-Y rise
|
15
|
32.3
|
19.3
|
4.5
|
19.9
|
| |
8＜L≤9
|
7＜L≤8
|
6＜L≤7
|
5＜L≤6
|
3.5＜L≤5
|
|
First 11 months of 2011
|
16665
|
21847
|
22674
|
15446
|
29171
|
|
First 11 months of 2010
|
14743
|
20625
|
23229
|
20966
|
12521
|
|
Y-O-Y rise
|
13
|
5.9
|
-2.4
|
-26.3
|
133
|
Chart 3: Seat Bus Sales Growth Chart of Different Lengths in the first 11 Months of 2011
Seat bus sales increase 15.0% in the first 11 months of 2011, 1.5% more than the industrial average. From the lengths we can see that sales of every length increase except 5-6 meters and 6-7 meters. Sales of 3.5-5 meters bus increase the most, then super large bus. The minimum growth is in 10-11 meters. Apparently, seat bus is the major force of bus market growth in the first 11 months of 2011.
2. Zhengzhou Yutong Seat Buses
Table 4: Zhengzhou Yutong Seat Bus Sales Growth Table of Different Lengths in the first 11 Months of 2011
|
|
Total
|
12＜L
|
11＜L≤12
|
10＜L≤11
|
|
First 11 months of 2011
|
28922
|
111
|
8528
|
2942
|
|
First 11 months of 2010
|
25410
|
116
|
6218
|
2711
|
|
Y-O-Y rise
|
13.8
|
-4.3
|
37.2
|
8.5
|
|
Industry rise
|
15
|
32.3
|
19.3
|
4.5
|
| |
9＜L≤10
|
8＜L≤9
|
7＜L≤8
|
6＜L≤7
|
|
First 11 months of 2011
|
2229
|
5862
|
6526
|
2724
|
|
First 11 months of 2010
|
2001
|
4967
|
5966
|
3431
|
|
Y-O-Y rise
|
11.4
|
17.8
|
9.4
|
-20.6
|
|
Industry rise
|
19.9
|
13
|
5.9
|
-2.4
|
Chart 4: Zhengzhou Yutong Seat Bus Sales Growth Chart of Different Lengths in the first 11 Months of 2011
We can see from the above that:
(1) Sales of Yutong Seat Buses increase 13.8%, 1.2% less than industrial average, which is 12.4%, therefore, the sales growth of Yutong is due to seat buses.
(2) Analysis of growth tendency of every length: all lengths increase except 6-7 meters and super large buses. Especially sales of 11-12 meters increase 37.2%, more than the industrial average, which plays an important role in profit growth of Yutong.
