| Date |
Report Title |
| February 20, 2022 |
Early Read on Post-CNY Demand Below Expectations; Autos Hold Up, ICE Recaptures Share; Industry Sentiment Cautiously Optimistic on Stimulus Hopes |
| December 19, 2021 |
2022 China Outlook for Industrials Mixed, but Risks Positively Biased; Favor Autos, Automation; Incrementally +ive Elevators, -ive Aero; Remain Cautious Machinery |
| October 20, 2020 |
3Q20 Commercial Vehicle Survey: Further sequential improvement for truck orders and outlook |
| April 20, 2020 |
1Q20 Commercial Vehicle Survey: Fleet owner purchase expectations remain in positive territory |
| January 17, 2020 |
4Q19 Commercial Vehicle Survey: Overloading Crackdown re-intensifies, driving sales and outlook higher |
| November 8, 2019 |
Walking Around the Wuhan Commercial Vehicle Show: Overloading Crackdown intensifies on Wuxi Bridge Collapse; Non-cyclical factors drive demand; 2020 outlook better than expected |
| October 22, 2019 |
3Q19 Commercial Vehicle Survey: Fleet owner trends show signs of slowdown; Outlook negative |
| September 19, 2019 |
Mid-3Q19 Commercial Vehicle Survey: Fleet owner trends show signs of slowdown; Outlook negative |
| July 17, 2019 |
2Q19 Commercial Vehicle Survey: Dealer and Fleet owner survey trends diverge; Fleet owners’ optimistic up as freight volume/rate environment improved |
| June 19, 2019 |
Mid-2Q19 Commercial Vehicle Survey: Dealer and Fleet owner survey trends diverge; Fleet owners more optimistic reflecting robust freight volume/rate environment |
| April 16, 2019 |
1Q19 Commercial Vehicle Survey: Dealer sales and freight volume index ticked down; Lower emissions tailwind ahead |
| January 17, 2019 |
4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism 11-quarter low |
| December 19, 2018 |
Mid-4Q18 Commercial Vehicle Survey: Below-seasonal trends; Fleet owner optimism dropped to 11- quarter low |
| October 17, 2018 |
3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Fleet owner optimism dropped to 10-quarter low |
| September 19, 2018 |
Mid-3Q18 Commercial Vehicle Survey: Continued moderation in dealer trends; Purchase intentions oneyear low |
| July 18, 2018 |
2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated |
| June 14, 2018 |
Mid-2Q18 Commercial Vehicle Survey: Dealer orders and freight volumes ticked up; Outlook moderated |
| April 18, 2018 |
1Q18 Commercial Vehicle Survey: Dealer sales and orders stable; Fleet owner purchase intentions continue to drop |
| March 20, 2018 |
Mid-1Q18 Commercial Vehicle Survey: Demand holding up better than expected; Risks still skewed to downside |
| January 18, 2018 |
4Q17 Commercial Vehicle Survey: Better-than-feared quarter; Bias remains negative; LNG truck demand on uptrend |
| December 20, 2017 |
Mid-4Q17 Commercial Vehicle Survey: Fleet owner purchase intentions moderate for fourth consecutive month; Mixed dealer/fleet owner trends through mid-4Q17 |
| October 23, 2017 |
3Q17 Commercial Vehicle Survey: Strong fleet owners trends; Dealer sentiment moderating; Overloading Crackdown persistent and NS5 impact limited |
| September 14, 2017 |
Mid-3Q17 Commercial Vehicle Survey: Sales/orders slow, but fleet owners remain positive; NS5 impact limited; Overloading Crackdown continued |
| August 2, 2017 |
Comm’l Vehicle Checks Point to Solid Demand; Overloading crackdown still dominant driver; NS5 overhang limited thus far |
| July 14, 2017 |
2Q17 Commercial Vehicle Survey: Positive quarter balanced by moderating outlook; NS5 pre-buy less than expected; Signs of improvement for LNG trucks |
| June 15, 2017 |
Mid-2Q17 Commercial Vehicle Survey: Mixed dealer and freight trends; Overloading crackdown moderating; Downgrading to Neutral |
| May 12, 2017 |
1Q17 Wrap: China Drives Growth – Where Do We Go From Here? Auto Forecasts Remain Too Optimistic; Process is Sole Sector with Accelerating Growth Trajectory into 2018 |
| April 19, 2017 |
1Q17 Commercial Vehicle Survey: Strong sales/orders trends; Pricing/freight rate expectations at new highs |
| March 15, 2017 |
Mid-1Q17 Commercial Vehicle Survey: Policy and macro drivers continue to underpin favourable trends |
| January 17, 2017 |
4Q16 Commercial Vehicle Survey: Solid quarter; Policy and macro drivers underpin positive fundamental outlook |
| December 15, 2016 |
Mid-4Q16 Commercial Vehicle Survey: Dealer and fleet outlook higher; Overloading crackdown a significant driver; Reaffirm Positive sector view |
| November 15, 2016 |
Early 4Q16 Commercial Vehicle Survey: Broad-based strength; Dealers and fleet owners express optimism; Overloading crackdown a material tailwind |
| October 17, 2016 |
3Q16 Commercial Vehicle Survey: Strong quarter; Overloading crackdown potentially tailwind for 2017 |
| October 7, 2016 |
China Trucks (WBC/CMI): New Weight Limits and Overloading Crackdown – Net Positive for China Truck Demand |
| September 14, 2016 |
Mid 3Q16 Commercial Vehicle Survey: Freight volume and rates positive; 2017 outlook ticked up |
| August 15, 2016 |
Early 3Q16 Commercial Vehicle Survey: Fleet owner purchase expectations continued to improve; CMI market share new high |
| July 15, 2016 |
2Q16 Commercial Vehicle Survey: Dealer and fleet trends continue to improve; CMI market share new high |
| June 14, 2016 |
Mid 2Q16 Commercial Vehicle Survey: Dealer and fleet trends continued to improve; Raising to Positive |
| May 13, 2016 |
Early 2Q16 Commercial Vehicle Survey: Continued improvement in dealer sales and freight volumes; Outlook ticked up |
| April 18, 2016 |
1Q16 Commercial Vehicle Survey: Mixed trends in March; Better 1Q overall |
| March 15, 2016 |
Mid-1Q16 Commercial Vehicle Survey: Better month overall; Dealer outlook at five-month high |
| February 16, 2016 |
Early 1Q16 Commercial Vehicle Survey: Overall mixed trends to start the quarter; Fleets still cautious on capex |
| January 14, 2016 |
4Q15 Commercial Vehicle Survey: Overall trends lower Q/Q; Outlook mixed |
| December 15, 2015 |
Mid-4Q15 Commercial Vehicle Survey: Mixed month; Demand still lacking a catalyst |
| November 16, 2015 |
Early 4Q15 Commercial Vehicle Survey: Soft start to the quarter; Demand lacking a catalyst |
| October 15, 2015 |
3Q15 Commercial Vehicle Survey: Dealer sales picked up in September; Freight indicators more mixed |
| September 16, 2015 |
Mid-3Q15 Commercial Vehicle Survey: 3Q dealer trends tracking worse Q/Q; Freight indicators improved |
| August 14, 2015 |
July 2015 Commercial Vehicle Survey |
| June 11, 2015 |
May 2015 Commercial Vehicle Survey: May Industry Trends Show Improvement |
| May 15, 2015 |
April 2015 Commercial Vehicle Survey: Mixed Dealer Trends; Weak Freight Environment |
