On the morning of December 29, 2008, Wu Zhenghe, general manager of Dafang Company, hurriedly drove to Taiyuan to participate in the group's meeting. But in the future, he probably will not participate in the meeting of Taiyuan Heavy Industry, because not long ago, Big Gear has been reorganized by China National Heavy Duty Truck.
Now Big Gear has changed its name to China National Heavy Duty Truck Group Datong Gear Co., Ltd., becoming a wholly-owned subsidiary of China National Heavy Duty Truck Group. Taiyuan Heavy Industry holds 82.92% of Big Tooth's shares are all assigned to China National Heavy Duty Truck. At present, what Wu Zhenghe needs to do is to handle the final transfer of the shares of Big Tooth.
â– 100 days of big teeth into the heart of China's heavy truck
Just over a month ago, Datong was the abbreviation of Shanxi Datong Gear Group Co., Ltd. Wu Zhenghe’s position was also the chairman and general manager of Datong Group.
Datong was founded in 1958. It is an "old veteran" in the domestic heavy-duty vehicle transmission market and was once brilliant. In the first two years after entering the 21st century, heavy-duty heavy-duty vehicle transmission once reached 45% in the national market, the front drive axle of the tractor reached 80%, and the Cummins engine gear reached 40%. In the words of Big Tooth Man, it is said that “when the annual sales of Big Tooth have reached 1 billion yuan, the current sales of Fast in the transmission industry are only about 300 million yuan.â€
After 2003, the development rate of Big Tooth has slowed down significantly. Shaanxi Fast has seized the opportunity for the development of the heavy truck market, and has achieved rapid development with twin countershaft transmissions suited to China's national conditions. In 2007, the production and sales of Fast Transmission were both 430,000 units, and the sales of transmissions in Datong that year remained at around 50,000 units. The big teeth that have fallen into the market are in desperate need of new development.
In August 2008, in order to realize sustainable economic development, the Datong City Government decided to implement the strategic transformation of “introducing large groups and large enterprises and meeting the great developmentâ€, and then specifically sent a person to visit China National Heavy Duty Truck. It was this visit that unexpectedly contributed to the restructuring of China National Heavy Duty Truck.
According to local media reports in Shanxi Province, when Datong City government officials visited China National Heavy Duty Truck, they were not prepared to discuss big things. In the process of bilateral exchanges, CNHTC mentioned the idea of ​​building a transmission base. They realized that this was a very good opportunity for cooperation. So he recommended big gear to China National Heavy Duty Truck and the two sides hit it off.
On November 17, 2008, Sinotruk signed a strategic cooperation agreement with the Datong City Government. The two parties will establish strategic cooperation relationships on several key projects such as engines, modified cars, construction machinery, automobile logistics and commercial banks. On the next day, November 18, 2008, the signing ceremony for strategic restructuring and share transfer agreement between Sinotruk and DaZhao Group was held in Taiyuan. Big Gear has since become a wholly-owned subsidiary of China National Heavy Duty Truck. From the "intention of both parties" to "bring the knot together," Big Gear and China National Heavy Duty Truck took only 100 days.
â– Can big teeth become the second "Hang Fat"?
According to the cooperation agreement, Big Tooth will become the transmission production base of China National Heavy Duty Truck. In the next five years, China National Heavy Duty Truck has 250,000 heavy truck transmissions. Except for producing 100,000 units, the rest is mainly supplied by the restructured Dajia Group. Officials of related departments in Datong City are optimistic about the outcome of this cooperation and believe that “in 3 to 5 years, the sales of restructured Big Tooth will reach 3 billion to 5 billion yuan, and it will reach 10 billion in 5 to 7 years.†.
Wei Dong, deputy general manager of Big Gear Marketing Co., told reporters that in 2008, the sales of big gear transmissions were still only 50,000 units. With China National Heavy Duty Truck as a major customer, the problem of big teeth shortage will be completely resolved.
In fact, since the separation of China National Heavy Duty Truck and Weichai in 2006, China Heavy Duty Truck has quietly established its own transmission plant in Jinan in addition to the engine production line. Li Fayou, director of the transmission design institute of China National Heavy Duty Truck Technology Center, told the reporter: “In 2008, the output of Sinotruk Jinan Transmission Factory was close to 50,000 units.†According to China National Heavy Duty Truck Group, it is estimated that the annual production and sales in 2008 will be 11.2 years. With the number of 10,000 heavy trucks, the self-sufficiency rate of CNHTC Transmission has reached 40%. Then, after the reorganization of large teeth, how to locate large teeth?
Liu Wei, Director of China National Heavy Duty Truck Technology Development Center, revealed to reporters: “Big tooth has a long history and has certain advantages in R&D and manufacturing processes. In the future, the transmission factory in Dabie and Jinan must develop, and it is likely that the Jinan plant will be in All of them are supplied to China National Heavy Duty Truck Group Corporation (SINOSTEEL), which supplies both China National Heavy Duty Truck and other heavy truck companies for export."
This relationship is very similar to that of Sinotruk Hangfa and Jinan Power Company. As a wholly-owned subsidiary of China National Heavy Duty Truck, Hangfa mainly supplies China National Heavy Duty Truck, and has a small amount of export; Jinan Power Company's products are all used by China National Heavy Duty Truck. After 2006, Hangfa ended the custody of Weichai. After returning to Sinotruk, the production and sales volume increased at a rate of 100% every year. This contributes greatly to the tax revenue and GDP growth of local governments.
Informed sources revealed that Big Gear already has such a foundation. Wu Zhenghe said: “The Big Tooth will soon be settled in the Datong New District Machinery Processing Industrial Park to build a large-scale large-scale enterprise with first-class plants and equipment.†The introduction of China National Heavy Duty Truck's capital and projects, the construction of a new factory, will create high efficiency, which should be Datong City has placed Big Tooth at the earliest benefit of China National Heavy Duty Truck.
â– Stir heavy-duty transmission market
China National Heavy Duty Truck Group restructured its teeth and set off an uproar in the heavy-duty truck industry. After Big Gear has become an important transmission supplier for China National Heavy Duty Truck, it will have a chain reaction.
At present, Shaanxi Fast, the largest supplier of heavy-duty transmissions in China, is bound to be affected. Its current market share, which accounts for 80% of domestic heavy-duty transmissions, will be divided.
On December 26, 2008, Li Dakai, chairman and general manager of the Fast Group, rejected the reporter's request for an interview. "I don't comment on Sinotruk's reorganization."
However, on November 30, 2008, the reporter learned at Baosteel in Shaanxi Automobile Group that Baohua Huashan Construction Vehicle Co., Ltd. of Shaanxi Automobile Group had participated in the 2009 Business Annual Meeting. In 2009, Baohua Company estimated that the production capacity of construction vehicles would be 30,000, which was 30,000. Most of the vehicles will use Fast's transmission. “General Li (Li Dakai) said that sales in 2009 have been reduced by at least 30,000 units, and we are just filling this vacancy.†A related person from Baohua told reporters.
This shows that Fast has realized the problem of Big Gear's entry into China National Heavy Duty Truck and is looking for new markets. In this regard, Li Dakai did not evade. He said: "In 2009, Fast worked hard to develop new markets for passenger cars, construction machinery and China Card."
Not only is the Fast, after the big teeth are assigned to China National Heavy Duty Truck, it will also affect the existing heavy truck customers in Big Tooth. Wei Dong revealed that the biggest customer of Big Gear is Dongfeng Motor. In the future, can Big Shield retain Dongfeng as a major customer, and will Dongfeng purchase a large number of competitors' transmissions from China National Heavy Duty Truck? All these are very variable. In early December 2008, Dongfeng developed its own 14-speed heavy-duty transmission. This means that Dongfeng Commercial Vehicle Co., Ltd. is also accelerating its own production of transmissions.
In addition, caries that currently provide more than 10,000 transmissions per year to Sinotruk will also be affected. ZF toothed transmissions from ZF Technology are mainly used in the export market by China National Heavy Duty Truck, and the large gear single countershaft transmission from Nissan Diesel Technology can also be approved by customers in Russia, the Middle East and the like. China National Heavy Duty Truck is likely to use a large-toothed transmission to replace the gear transmission that is currently matched with it. To keep market share, dental caries must take some measures. According to the reporter's understanding, at present, Ruyao is negotiating with ZF to establish a joint venture company.
Therefore, China National Heavy Duty Truck Group Co., Ltd. restructured its teeth and disrupted the market structure of heavy-duty transmissions. Fast's thriving situation is likely to be broken.
This change will not appear immediately and will take some time. The person in charge of China National Heavy Duty Truck told the reporter: "China National Heavy Duty Truck has an agreement with Fast at the establishment of its own transmission plant. It will still use Fast's transmission for a period of time." Only, this "for some time" I do not know how long.
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