_______________________________________________________________________

Alliance of Industrial Truck Organizations

世界工业车辆组织联盟
Presidents’ Forum主席论坛
Tokyo, Japan日本东京
Mr. Brett Wood
ITA Chairman of the Board of Directors(Toyota – North America)
ITA董事会主席（丰田北美）
September 16, 2016______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

1

US Presidential Election 美国总统大选_____________________________________________________________________________________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

2

US Economic Overview 美国经济概况_____________________________________________________________________________________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

3

US Gross Domestic Product (GDP)美国GDP_______________________________________________________________________
季度实际GDP增长

美国经济部分析局

季节调整后的年利率

Source: US Bureau of Economic Analysis

来源：美国商务部经济分析局______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

4

US Personal Consumption 美国个人消费_______________________________________________________________________
个人消费支出，与上季度的变化

Source: US Bureau of Economic Analysis

来源：美国商务部经济分析局______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

5

US Unemployment Data美国失业数据_______________________________________________________________________• 255,000 Jobs Added in July
7月增加25.5万职位
• US Unemployment was steady at 4.9% in July - a 9 year low was
set in June 20167月美国失业率稳定在4.9%， 2016年6月则为过去9年最低值______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

6US Unemployment Data美国失业数据_______________________________________________________________________

失业率%

月度工作变化数（1000份工作）

US UnemploymentPercentage
美国就业状况月度变化

Source: U.S. Department of Labor Bureau of Labor Statistics
增加或失去的工作数
美国失业率______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

7

Data
US Unemployment Data美国失业数据_______________________________________________________________________
失业率

大衰退现在

2010年10月

2016年6月

Source: U.S. Department of Labor Bureau of Labor Statistics

来源：美国劳工部统计局______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 20168

Monetary Policy 货币政策_______________________________________________________________________

Interest Rates利率???

联邦储备______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 20169

Manufacturing/Industrial Production
制造业生产指数_______________________________________________________________________
美国

2015年10月

2016年1月

2016年4月

2016年7月

Source: Trading Economics/US Census
来源：美国人口普查局___________________________________________________________________
Industrial Truck Association

Tokyo, Japan 201610US Import/Export 美国进出口_______________________________________________________________________
美国商品和服务的国际贸易进口
平衡出口

2016年6月
贸易差额-445亿美金

2014年6月

2015年6月

2016年6月

Source: US Bureau of Economic Analysis 美国经济分析局_______________________________________________________________
Industrial Truck Association

Tokyo, Japan 201611

Purchasing Managers Index (PMI)
采购经理人指数（PMI）_______________________________________________________________________
ISM 制造业采购经理人指数（2015年6月-2016年6月）

采购经理指数

新订单生产

就业

存货

Source: The Institute for Supply Management 来源：全美供应管理协会______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016 12

US Automotive Market
美国汽车市场
_______________________________________________________________________

季节调整后年度换算值 （百万）北美轻型车辆销量

美国轻型车辆销量

季节调整后年度换算值

Source: Ward’s Automotive Research 来源：Ward’s汽车研究______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016 13

US Housing Market美国房市_______________________________________________________________________

美国独栋房市统计（2009-2016）

Thousands 千US Housing Starts

Source: U.S. Census Bureau______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016 14North American Lift Truck Industry
北美叉车市场
_______________________________________________________________________
Historic Retail Orders零售订单历史
250
226
215
201

214
197

193

200

179
166

Thousands

158
150

136

98

100

50

0
2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

Note: Includes U.S., Canada, Mexico and Government

含美国、加拿大、墨西哥和政府__________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016

North American Lift Truck Industry
北美叉车市场
_______________________________________________________________________
1994

ELECTRIC RIDER 电动乘驾(Classes 1 & 2) 第1-2类36,747

MOTORIZED HAND 电动类步行式(Class 3) 第3类
34,127

INTERNAL COMBUSTION ENGINE(Classes 4 & 5) 内燃发动机 第4-5类
65,027

1995

44,08737,746

72,685

1996

42,26335,37560,287

1997

42,67538,53864,946

1998

48,92340,42880,554

1999

49,84341,89974,994

2000

56,09049,121

85,993

2001

45,98037,21061,507

2002

39,23536,44555,928

2003

40,46336,65963,365

2004

46,88644,30874,228

2005

50,604

46,206

83,725

2006

53,80650,95085,0382007

50,26048,61576,664

2008

45,361

43,716

62,104

2009

28,40928,63528,740201031,759

36, 637

36,8962011

44,72042,21358,483

2012

49,12647,33956,618

2013

52,83452,766

66,473

2014

57,54352,39675,0402015

65,04257,32976,075YEAR

Source:Industrial Truck Association, US Factory Shipments 来源：美国工业车辆协会，美国工厂订单________________________________________________________________
Industrial Truck Association

Tokyo, Japan 201616

North American Lift Truck Industry
北美叉车行业
_______________________________________________________________________Factory Orders By Engine Type – Class 4 & 5 Combined
工厂订单 - 第4&5类
100.0%

LPG

90.0%
80.0%

86.5%

85.0%

82.6%

88.0%
79.0%

70.0%
60.0%

Diesel 柴油

50.0%

Gas 汽油

40.0%
30.0%

20.0%

20.0%

14.3%

10.0%

3.1%

12.0%

12.3%

11.0%

3.0%

1.3%

1.0%

0.0%
2012

2013

2014
Gasoline

DieselNote: Includes U.S., Canada, Mexico and Government

2015

1.0%
2016 - AUG YTD

LPG

含美国、加拿大、墨西哥和政府__________________________________________________________________
Industrial Truck AssociationTokyo, Japan 201617

North American Lift Truck Industry
北美叉车行业
_______________________________________________________________________IC vs. Electric Trend内燃和电动趋势
66%

70%
52%

50%
40%

48%

萧条期58%

萧条期

60%

63%

42%

30%
20%
10%

Recession

Recession

34%

37%

Electric电动

IC内燃

1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015

0%EL电动IC内燃__________________________________________________________________
Industrial Truck AssociationTokyo, Japan 201618

North American Lift Truck Industry
北美叉车行业
_______________________________________________________________________
Warehouse vs. Counterbalance Trend仓储和平衡重趋势
70%

64%

萧条60%
50%
40%

20%

10%
0%

41%

54%

56%

46%

44%

WH 仓储1992
1993
1994
1995
1996
1997
1998
1999
2000
2001 Recession
2002
2003
2004
2005
2006
2007
2008
2009 Recession 萧条2010
2011
2012
2013
2014
2015

30%

CB 平衡重59%

36%

WH仓储CB
内燃__________________________________________________________________
Industrial Truck AssociationTokyo, Japan 2016

千North American Lift Truck Industry
北美叉车行业
_______________________________________________________________________
Retail Orders Monthly vs. Prior Year 月度零售订单 及 去年同期
(thousands)

30

25

20

21.7

20.7

17.8

17.5

20.3

19.2

20.6
16.5

26.1

15

10

19.1

18.7

20.2

20.5

20

21.5

19.4

18.9
17.7

18.6

17.4

Oct

Nov50JanFebMar

AprMayJunJul

2016

2015

Aug

Sep

Dec

Note: Includes U.S., Canada, Mexico and Government 含美国、加拿大、墨西哥和政府__________________________________________________________________
Industrial Truck AssociationTokyo, Japan 201620

North American Lift Truck Industry
北美叉车行业
_______________________________________________________________________
FForecast预测Retail Orders Forecast零售订单预测
250
215
201

223

2015

2016F

197

193

200

226
214
179
166

Thousands千158
150

136

98

100

50020052006

2007

2008

2009

2010

2011

2012

2013

2014

Note: Includes U.S., Canada, Mexico and Government

含美国、加拿大、墨西哥和政府__________________________________________________________________
Industrial Truck AssociationTokyo, Japan 2016

ITA Priorities协会重点工作_______________________________________________________________________• International cooperation on:• standards development• statistical information• free/fair trade开展标准的发展、统计信息、自由/公平贸易等方面的国际合作• Engineering practices: advance development of engineering practices
that promote safety of the products of members 工程实践：以推进成员
的产品安全为目标发展的工程实践
• Statistical information: collection and dissemination of statisticalinformation relating to the industrial truck marketplace 统计信息：搜集和发布关于工业车辆市场的相关统计信息• Industry communications & networking 行业关系及联络• ______________________________________________________________________
OSHA Compliance Officer Training职业安全与健康标准协调人员培训
Industrial Truck AssociationTokyo, Japan 201622

National Forklift Safety Day全国叉车安全日_______________________________________________________________________•Spotlight the safe use of powered industrial trucks聚焦工业车辆的安全使用•

Educate customers, policy makers, administration, etc. on
forklift best safety practices
客户培训、政策制定、行政管理，如叉车安全操作最佳范例•National Forklift Safety Day – June 14, 2016
全国叉车安全日 – 2016年6月14日

National Forklift Safety Day 20162016年全国叉车安全日_____________________________________________________________________

National Forklift Safety Day 20162016年全国叉车安全日_____________________________________________________________________

Media Results 媒体报道结果_____________________________________________________________________

26

National Forklift Safety Day 20172017年全国叉车安全日_____________________________________________________________________

June 13, 20172017年6月13日27

Powered Industrial Truck Industry Profile机动工业车辆行业概况_____________________________________________________________________

Industry Profile Content行业概况内容• High level summary overview of the current state ofthe industry
高水平总结行业现状• Direct, indirect & induced contributions to nationalGDP对GDP的直接、间接影响• Employment figures
就业数据

_____________________________________________________________________

China Industrial Truck Association (CITA)

Federation Europeennede la Manutention (FEM IT)

Japan Industrial Vehicles Association (JIVA)

Industrial Truck Association (ITA)

29

_____________________________________________________________________THANK YOU______________________________________________________________________
Industrial Truck Association

Tokyo, Japan 2016