At the end of 2009, the domestic automobile market began to accelerate at the end of October of that year, and the Chinese automobile market also ushered in a rare time when the end of the year was the hottest.
The latest issue of the "China's auto industry production and sales newsletter" shows that the January 2010 auto market continued to climb from the end of last year, the overall auto production and sales volume exceeded 1.6 million, setting a new record.
Synchronization between the engine and the vehicle continues to improve
Since the overall market was still at its most difficult moment after the financial crisis at the beginning of 2009, overall sales in January 2010 increased by an exceedingly imaginary 124.00% year-on-year while maintaining a normal increase from the previous quarter. Another point worth noting is that the increase in the sales and sales of commercial vehicles is higher than that of passenger cars, but the year-on-year increase is much higher than that of passenger cars. This aspect shows the extreme downturn of the commercial vehicle market in early 2009, and also indicates the turning point in the market in January 2010, or it can be said that the current diesel engine market is significantly better than the gasoline engine market.
In terms of vehicle engines, in January 2010, 55 automotive engine companies that were included in the statistics range produced 1.5434 million engines and sold 1.5929 million engines. Compared with December 2009, the growth rate (on a month-on-month basis) was 8.50% and 19.93% respectively; compared with the same period in January 2009, the growth rate (on a year-on-year basis) reached 156.96% and 158.75%, respectively. With the increase in kilowatts as the statistical unit, the growth in production and sales volume in January 2010 reached 203.65% and 203.33% respectively. The above increase data shows that sales in January of this year were significantly better than the production situation; at the same time, due to the improvement of the economic situation, the situation of the overall automotive engine market driven by medium and small displacement products has changed in 2009, and engine power (displacement) is being worked on. Enter a new round of amplification cycles.
In terms of production statistics, in January 2010, of a total of 55 vehicle engine companies, Chongqing Changan, Guangxi Yuchai, Chery, FAW-Volkswagen, SAIC-GM-Wuling, Harbin Dongan Automotive Engine, Shanghai General Powertrain, Liuzhou Wuling willow Aircraft, Dongfeng Nissan Passenger Vehicles, Beijing Hyundai, FAW Group, Geely, Harbin Dongan Automobile Power, Anhui Quanchai, and GAC Toyota engines ranked among the top 15 in terms of production volume. Compared with the situation in the whole year of 2009, the only change in the top 15 members of the production ranking is that Geely replaced the Dongfeng Honda engine.
Another change from the 2009 full-year data is that the companies that originally benefited from economic incentives and purchase of preferential policies were mainly ranked in the production of small and medium-sized engines, some of which remained unchanged, while others had slightly Backwards. And the production and sales volume of more than 1.5 million units was more than double the monthly sales volume in the market downturn last year. In the past, the monthly output of more than 10,000 units was already considered to be a relatively large manufacturer. Currently, the number of enterprises with a production volume of more than 10,000 units has reached a record high of 42 companies.
In terms of production concentration, the production concentration of the top five companies is 26.33%, which is 0.99 percentage points higher than the annual average of 2009; the production concentration of the top 12 companies is 50.75%, which is higher than that of 2009. The annual average is 0.63 percentage points more. These two data show that at the beginning of 2010, production has already shown signs of tilting toward large companies.
The improvement of production and sales of medium- and heavy-duty trucks has obviously driven the growth of supporting diesel engines
In terms of vehicle diesel engines, in January 2010, 25 diesel engine companies included in the statistics completed 367,800 sets and 362,500 sets of production and sales, respectively, an increase of 12.92% and 33.19% from the previous quarter and a year-on-year increase of 170.91% and 246.55%, respectively. Specifically, there are 11 diesel engine manufacturers with monthly production of more than 10,000 units. The ranking of the 11 companies by production volume is: Guangxi Yuchai, FAW Group, Anhui Quanchai, Weichai Holdings, Kunming Yunnei, Dongfeng Chaochai, China National Heavy Duty Truck, Dongfeng, Jiangxi Jiangling, Yangchai and Beiqi Foton.
As the economy continued to warm, the transportation market and infrastructure construction led to the full launch of the heavy-duty truck market. In addition, the year-on-year growth of heavy-duty trucks and non-integrated heavy-duty trucks reached unimaginable 300.30 in January after the Spring Festival this year. % and 478.96%.
As can be seen from the data, the production of heavy trucks and medium-sized card companies has significantly boosted the growth of its supporting diesel engines. For example, in January 2010, Weichai Holdings’ output increased by 709.41% year-on-year, China National Heavy Duty Truck 482.62%, and Dongfeng’s shares were 206.05. %, Dongfeng Chaochao was 177.23%, Guangxi Yuchai was 142.83%, and FAW Group was 139.36%. However, the increase in the production volume of the main enterprises mainly supporting light trucks was inconsistent with the above-mentioned enterprises, such as Yangchao's 107.35%. Among them, 93.31% were from Anhui Quanchai and 84.89% from Kunming Yunnei.
Gasoline engine production and sales are affected more by policy effects and market overdraft factors
In terms of gasoline engines for motor vehicles, in January 2010, 41 gasoline engine companies included in the statistics completed 1,175,200 and 1,209,700 units of production respectively, an increase of 7.21% and 16.50%, respectively, which was a year-on-year increase of 152.96% and 140.78%, respectively. This year-on-year comparison of diesel engines with the same caliber data verifies that diesel engines are better than gasoline engines and commercial vehicles are better than passenger cars. Specifically, the number of companies that have produced more than 10,000 units of gasoline engines in mid-month has reached 30. The rankings of the top 15 companies by production volume are: Chongqing Chang'an, Chery, FAW-Volkswagen, SAIC-GM-Wuling, Harbin Dongan Automobile Engine, Shanghai General Powertrain, Liuzhou Wuling Liuji, Dongfeng Nissan Passenger Vehicle, Beijing Hyundai, Geely, Harbin Dongan Automobile Power, GAC Toyota Motor, Shenlong, Shanghai Volkswagen and Dongfeng Honda Engine.
Since January 1, 2010, the total purchase tax discount for vehicles with 1.6 liters or less has been reduced, together with the impact of some market overdraft factors, the number of passenger vehicles with 1.6-2.0 liters of displacement in January 2010 has been reduced. Momentum growth was the slowest (6.47%); other displacements, such as 2.5-3.0 liters, 2.0-2.5 liters, and 1.0-1.6 liters, were also at a relatively slow growth rate. Reflected on the gasoline engine for vehicles, the ring growth rate can show the effect of this policy on the 1st of January this year. Among them, enterprises that have experienced negative growth or slight growth in the monthly production volume are: Mianyang Xinhua Combustion Engine (-22.97%), Shenyang Aerospace Mitsubishi (-21.93%), FAW Toyota (Tianjin) Engine (-9.05%), Nanjing Changan Ford Mazda Engine (-8.11%), Beijing Hyundai (-5.52%), BYD (-5.31%), Shanghai General Powertrain (3.95%), Liuzhou Wuling Liuji (-1.93%), Shanghai Volkswagen Powertrain (-1.74) %), Dongfeng Nissan Passenger Vehicle (-1.39%), Guangzhou Automobile Toyota Engine (0.46%), Dongfeng Honda Engine (0.60%) and SAIC-GM-Wuling (1.48%).
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