Motorcycle YTD Statitics

[MJH]

2016 First Quarter	2016	2015	Growth (%)
Total motorcycle exports	1,728,106	1,903,505	-9.21

2016 First Quarter	2016	2015	Growth (%)
Total motorcycle production	3,981,653	4,604,847	-13.53

They seem to be on a trajectory to near half of the production claims of 2009?
At 4M a quarter that would only total to 12M annually, the annual production in 2009 was a claimed 25M units. With an average drop in production of 7% over 7 years, that sound about correct.

[ChinaV]

I'm surprised the numbers are still so high given the success of the outright ban of motorcycles across the country. Any idea of the export vs domestic consumption numbers?

[MJH]

That would take some time to filter out, as each manufacturer is different, the proportions of total production domestic to exports over the time frame. Some export primarily and other sell primarily domestically. Then another problem is that all names on the two lists are not the same for the top 50, a company that distributes its production to both is on both lists, while others are only on one or the other.

[MJH]

Name	P15/Q1	P16/Q1	E15	E16	YTD P change	YTD E change	Domestic	D%	E%
Loncin	297,879	305,023	228,469	211,783	2.40%	-7.30%	93,240	30.57%	69.43%
Lifan	322,141	300,362	135,682	144,040	-6.76%	6.16%	156,322	52.04%	47.96%
Zongshen	215,048	205,179	92,869	80,358	-4.59%	-13.47%	124,821	60.84%	39.16%

P (total production), E (export), D (Domestic) 2015 vs 2016 Q1

[MJH]

It is worth mentioning the growth of car sales over the same time frame.

[MJH]

Same comparison for the CSG holdings.

make	P15/Q4	P16/Q4	E15	E16	YTD p change	YTD E change	Domestic	D%	E%
Jialing	216,528	120,047	23,555	17,197	-44.56%	-26.99%	102,850	85.67%	14.33%
Jianshe	166,647	97,867	45,527	36,124	-41.27%	-20.65%	61,743	63.09%	36.91%
Qingqi	32,142	37,681	25,143	26,330	17.23%	4.72%	11,351	30.12%	69.88%