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It is understood that, compared with four months before the Ordinance draft "The announcement of the" Regulations "on the part of the terms of adjustments and modifications. Which is quite worth noting that, taking into account the actual situation around, "Ordinance" canceled "draft" on the school bus to the provisions of the standard three-year transition period, replaced by the requirements of the provinces, autonomous regions "transitional provisions according to their own circumstances period. "For this change, Ping An Securities auto analyst Wang Dean, and three years unified the cancellation of the transition period, will make the school bus around the popularity of different speeds. Affected the overall needs of the school bus will be based on local conditions and gradually release the demand cycle is also expected to lengthen. Although this will to some extent, reduce the intensity of the stimulation of the growth in demand for passenger car industry, but will also become a long-term power industry in the coming three to five years of growth.According to the estimates of the relevant bodies, the price of a dedicated school bus more than 200,000 to 45 million a year running costs of about 7 million. Higher acquisition costs and operating costs, the popularity wave of this wave of school buses, more strong economic strength of cities and developed areas will be the first step, the demand for earlier release. "Wang Dean said.Huatai Securities analyst Yao Hongguang opinion, although the start time of the school bus market in rural areas may be slower, but the potential demand of this market should not be underestimated. According to statistics, present the true sense of the school bus only 29,000, accounting for transfers of primary and secondary schools and child care vehicles 10.32%, and mainly covers urban areas, rural areas, school bus service is basically non-existent.This means that with the implementation of the "Regulations", there will be more and more rural areas, the purchase of school buses. Yao Hongguang, said: "According to our estimates, the rural school bus market size will be around 300,000, has great potential." Deep Impact, industryIn fact, the implementation of the "Regulations" is more than that. Qin Xu-Wen, an analyst at Orient Securities, if not the start of the school bus requirements of the policy, the passenger car industry sales growth will remain stable development of the next three years. But because car dvd and car gps the school bus, they expect the passenger car market compound annual growth rate in the next three years will be more than 15%.In addition to the pull of the passenger car market sales, the start of the school bus market will also change the bus industry trends. Qin Xuwen opinion, due to the strong policy of the school bus, with a brand, technology and other advantages of car prices in the future will continue to enhance its market share by virtue of the school bus. With the start of a wider range of school bus market, under the constraints of the school bus safety standards, technology, brand, channel competitiveness of small bus enterprises, in the school car market is expected to gradually be marginalized, thereby contributing to the bus industry concentration the degree of improvement.
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