Production and sales of automotive engines to a steady growth in the first quarter

According to the latest issue of China Automobile Industry Production and Sales According to the China Association of Automobile Manufacturers, in March 2011, although the total automobile production and sales volume in China did not create new monthly highs, more than 1.82 million vehicles produced more than 44% of total production and sales volume. The growth rate of the chain of production and sales made the overall growth rate of production and sales in the first quarter of 2011 reach 7.48% and 8.08%, respectively. In the first quarter, automobile production and sales also reached 4,895,800 vehicles and 4,983,800 vehicles, which were close to 5 million vehicles in the quarter. In the first quarter, the production and sales volume hit a new high.

Automotive engine sales rose 35% MoM in March

Compared with the entire vehicle market, the automotive engine market is obviously inferior. In March 2011, 55 automotive engine companies, including statistics, produced and sold engines of 1,639,700 units and 1,713,100 units respectively, an increase of 38.04% and 35.40% compared with February, and an increase of 1.49% over the same period of 2010 respectively. 5.32%. In the first quarter, vehicle engines produced and produced 4.5,179,900 units and 4,707,900 units respectively, an increase of 3.39% and 5.62% respectively year-on-year.

In terms of production statistics, from January to March 2011, among a total of 55 vehicle engine companies, Chongqing Changan, SAIC-GM-Wuling, FAW-Volkswagen, Shanghai GM Powertrain, Chery, Dongfeng Nissan Passenger Vehicle and Liuzhou Wuling Liuji , Guangxi Yuchai, FAW Group, Beijing Hyundai, Shanghai Volkswagen, Weichai Holdings, Shenlong, Anhui Quanchai, and Geely Holdings ranked among the top 15 in terms of cumulative production volume. Compared with the previous month, FAW-Volkswagen rose from No. 5 to No. 3, and Geely Holdings dropped from No. 13 to No. 15. The ranks of other companies change with the changes in the rankings of these two companies.

In terms of production scale, from January to March 2011, the number of companies with an average monthly production volume of more than 10,000 units was 44. This was an increase from the previous month; the number of companies with an average monthly production volume of more than 20,000 units was 29. The number of homes increased by 1 from the previous month; the number of enterprises with an average monthly production volume of over 30,000 units was 18, an increase from the previous month; the number of enterprises with an average monthly production volume of over 40,000 units was 12; The number of companies decreased by 3 per month; the number of companies with an average monthly production volume of more than 50,000 units was 8; this was a decrease from the previous month; while the number of companies with an average monthly production capacity of more than 100,000 units was changed from 1 in January. No. Observed from these groups of data, although the average monthly production of more than 10,000 companies still maintains about 44, but the average monthly production of 40,000, 50,000, 100,000 or more companies have declined; The number of companies with an average monthly production volume of more than 30,000 units also rose slightly on the basis of a sharp drop of 6 vehicles last month, indicating that the production and sales of automotive engine companies are shifting to a steady growth stage, and the overall ultra-fast growth trend has occurred this year. May gradually get away.

In terms of production concentration, the production concentration of the top 5 production enterprises is 24.55%, which is 0.35 percentage points lower than the first quarter of the previous year; the production concentration of the top 12 companies is 48.50%, which is a numerical ratio. In the first quarter of a year ago, it fell by 0.88 percentage points. After years of rapid development, the production concentration of market-leading companies has not only failed to increase, but the distribution of production volume has continued to continue to diverge, indicating that the domestic automobile and engine market is still in a period of rapid growth, away from stable, resource-intensive There is still a long way to go in the development phase of competitive companies.

Sales of diesel engines for vehicles in the first quarter increased slightly year-on-year
In terms of vehicle diesel engines, in March 2011, the 23 diesel engine companies included in the statistics completed 387,400 units and 423,200 units of production and sales, respectively, a significant increase of 35.63% and 30.67% compared with the previous quarter, respectively, a year-on-year decrease of 0.15% and a growth of 3.74%; From January to March, cumulative production and sales volume were 1,088,000 and 1,151,600 units, respectively, an increase of 0.69% and 6.30% respectively.

Specifically, the average monthly production of diesel engines in enterprises from January to March is still more than 10,000. The order of the 11 companies in terms of production volume is: Guangxi Yuchai, FAW Group, Weichai Holdings, Anhui Quanchai, Dongfeng Motor, Kunming Yunnei, Dongfeng Chaochai, Shandong Huayuan Laidong, Jiangxi Jiangling, China National Heavy Duty Truck and Weichai Power Yangchai. Compared with February, the rankings of Dongfeng Chaochai and Jiangling Jiangling have increased, and the rankings of Shandong Huayuan Laidong and China National Heavy Duty Truck have decreased.

Among the diesel engine enterprises, the cumulative growth in the cumulative production of companies with average monthly production volume (more than 3,000 units) was more prominent: Dongfeng Limited Commercial Vehicle (cumulative YoY growth rate of 102.59%), JAC (58.71%), Shandong Huayuan Laidong (56.09%), Great Wall Motor (37.65%), Shanghai Diesel (37.01%), Jiangxi Jiangling (33.07%), Nanqi Group (30.80%), Dongfeng Motor (29.64%), Qingling ( 27.09%) and Weichai Holdings (25.91%); companies with negative cumulative growth in production are Yuchai (-29.96%), Anhui Quanchai (-11.98%), Kunming Yunnei (-9.82%), Dongfeng Chaochai ( -8.14%), Sinotruk (-4.69%), Weichai Power Yangchai (-2.98%) and FAW Group (-0.62%).

Japanese cars and companies with small-displacement engines show negative growth
In terms of gasoline engines for motor vehicles, in March 2011, 40 gasoline engine companies included in the statistics completed 1,251,700 and 1,298,400 units respectively, a significant increase of 38.78% and 37.06% compared with the previous quarter, respectively, an increase of 2.00% and 5.85% year-on-year respectively; 1 From March to March, the cumulative production and sales volume was 3.428 million units and 3.5482 million units, respectively, an increase of 4.26% and 5.39% respectively.

Specifically, among the gasoline engine manufacturers, there were 31 companies with an average monthly output of more than 10,000 units from January to March. This figure was unchanged from January to February; there were 14 companies with an average monthly production of more than 30,000 units. The rankings of the 14 enterprises in terms of production volume are: Chongqing Chang'an, SAIC-GM-Wuling, FAW-Volkswagen, Shanghai GM Powertrain, Chery, Dongfeng Nissan Passenger Vehicle, Liuzhou Wuling Liuji, Beijing Hyundai, Shanghai Volkswagen, Shenlong, Geely Holdings, Dongfeng Honda Engine, Shanghai Volkswagen Powertrain and Shenyang Aerospace Mitsubishi.

Among the gasoline engine manufacturers, the enterprises with more monthly average production volume (more than 10,000 units) have increased year-on-year: JAC (accumulated year-on-year growth rate of 120.85%), BYD Auto (83.37%), and Great Wall Motor (48.21) %), FAW Haima (43.21%), Shenyang Aerospace Mitsubishi (30.60%), Changan Ford Mazda (27.80%), Shanghai Volkswagen (27.73%) and Tianjin FAW Xiali (25.24%); there are 8 companies with cumulative negative growth, They are Harbin Dongan Automobile Engine (-71.74%), GAC Toyota Motor (-42.00%), Harbin Dongan Automobile Power (-35.41%), Nanjing Changan Ford Mazda Engine (-8.07%), and FAW Toyota Tianjin Engine (-8.04%). ), Mianyang Xinhua Combustion Engine (-5.50%), Chongqing Chang'an (-3.03%) and Shanghai Volkswagen Powertrain (-1.43%).

It can be seen that the accumulative negative growth enterprises are mostly Japanese car-related companies and enterprises with small-displacement engines. This shows that the impact of Japan’s earthquake and domestic preferential policy exits has become apparent.