美国拖车市场在2021年初继续改善，零部件短缺成为关注焦点
Frank Maly 认为，与去年十二月相比，今年一月订单数量的相对下降也在预期之中。
他说：“自去年九月至十二月美国挂车订单数的急剧增加，已为今年美国挂车产量奠定了基础。因此从订单数量来看，今年美国挂车再次出现迅猛增长的可能性不大。”
对于需求最旺盛的两种产品——干货厢货车和冷藏车，美国大多数挂车制造商的订单已经排到了今年年底。这意味着今年美国的挂车产能接近饱和。
“如果现在要大幅提高生产效率已成为美国挂车制造商面临的紧迫问题，许多挂车公司正在增加招募员工。” Frank Maly 表示。
在 2021 年，美国大多数挂车公司的产能接近满负荷，他们也将面临一个挑战——零部件的供应是否能及时？Frank Maly 说：“当美国拖车制造商寻求提高产能时，零部件和部件的供应可能成为绊脚石。”\n\nThe surge in the number of trailer orders in the past few months has made the order backlog more and more serious. Frank Maly said: “The backlog of orders in January has exceeded 66% of production capacity. This is caused by the backlog of the past 7 months.”\n\n然而，过去几个月拖车订单数量的激增使订单积压变得越来越严重。 Frank Maly 说：“1 月份的订单积压已经超过了产能的 66%。这是由过去 7 个月的积压造成的。”\n\nHowever, the surge in the American trailer market only exists in the mainstream transportation models-dry cargo vans and refrigerated trucks. Manufacturers of these models are currently working overtime to respond to overwhelming orders.\n\n然而，美国拖车市场的激增仅存在于主流运输车型——干货厢型车和冷藏车。 这些车型的制造商目前正在加班以应对压倒性的订单。\n\nAt the same time, the market for construction trailers in the United States is not clear. Frank Maly said: “Because there is no relevant investment commitment, the engineering trailer market in the United States is far less popular than the transportation trailer market.”\n\n同时，美国建筑用拖车市场并不明确。 Frank Maly 说：“因为没有相关的投资承诺，美国的工程用拖车市场远不如运输用拖车市场受欢迎。”\n\nAt the same time, the production environment of large and small- and medium-sized fleets in the United States is also very different. Frank Maly said that large-scale fleets are now leading the market. At that time, small and medium-sized fleets were still not out of the trough due to the impact of the COVID-19 in 2020. Now there are two shortages of small and medium-sized fleets in the United States: one lacks drivers, and more drivers. Willing to work in a large fleet; second, lack of new trailers, the production strategy of the manufacturer is obviously more inclined to a large fleet. Therefore, the production status of the small and medium-sized fleet in the United States is worrying.