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2011年初,在与大金龙副总经理朱国强的一次交流中,我们曾探讨过客车行业未来有可能出现的产能释放之战。当时朱国强的观点是:近年来客车企业纷纷扩产投建新的生产线,在市场需求旺盛的时代(如2010年客车市场的高幅增长),企业能有效满足市场需求并获得相应回报;但在市场需求趋于平淡甚至冷淡的时期,这些因急速扩张带来的预留产能,有可能掀起中国客车企业的深度竞争。
In early 2011, in an exchange with Zhu Guoqiang, deputy general manager of Great Golden Dragon, we discussed the possible future release of production capacity in the bus industry. At that time Zhu Guoqiang’s point of view was that: in recent years, bus companies have expanded their production to build new production lines. In an era of strong market demand (such as the rapid growth of passenger car market in 2010), enterprises can effectively meet market demand and get corresponding returns. However, Demand tends to flat or even cold period, which due to the rapid expansion of reserve capacity, may set off the depth of China’s bus companies compete.