2021年2月,由于春節有效工作日減少內燃機銷(xiao)量(liang)環比(bi)下降;同(tong)(tong)(tong)比(bi)方面(mian),由于商用(yong)車、工程機械、農業機械等終端(duan)市場繼續保持了較高的增長速度和同(tong)(tong)(tong)期(qi)基數(shu)過低,同(tong)(tong)(tong)比(bi)繼續呈現高速增長。從1-2月銷(xiao)量(liang)增長情況看,內燃機行(xing)業生產銷(xiao)售已完全恢(hui)復到正常水平。
按可比口(kou)徑,2月銷量(liang)297.51萬臺,環比增(zeng)(zeng)(zeng)長-37.77%,同(tong)比增(zeng)(zeng)(zeng)長2.9倍;1-2月累計(ji)銷量(liang)775.90萬臺,同(tong)比增(zeng)(zeng)(zeng)長88.45%,較1月漲幅增(zeng)(zeng)(zeng)加45.65個百(bai)分點。
內燃機發展平穩
2月,內燃機銷量(liang)297.51萬(wan)臺,環比(bi)增(zeng)(zeng)長(chang)-37.77%,同比(bi)增(zeng)(zeng)長(chang)2.9倍;功率完(wan)成17422.27萬(wan)千(qian)瓦,環比(bi)增(zeng)(zeng)長(chang)-34.15%,同比(bi)增(zeng)(zeng)長(chang)2.8倍。
1-2月內燃機累計(ji)銷量775.90萬臺,同(tong)比增長88.45%;累計(ji)功(gong)率完成43880.64萬千瓦,同(tong)比增長88.43%。
汽油機柴油機均環比下降
2月,在分柴(chai)、汽油(you)大(da)類中,柴(chai)油(you)機(ji)(ji)(ji)(ji)、汽油(you)機(ji)(ji)(ji)(ji)銷量(liang)均環(huan)比(bi)(bi)下降、同(tong)(tong)(tong)比(bi)(bi)高增(zeng)(zeng)長(chang)(chang),累計銷量(liang)同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)超88%。具體為:與(yu)上月比(bi)(bi),柴(chai)油(you)機(ji)(ji)(ji)(ji)增(zeng)(zeng)長(chang)(chang)-28.83%,汽油(you)機(ji)(ji)(ji)(ji)增(zeng)(zeng)長(chang)(chang)-39.30%;與(yu)上年同(tong)(tong)(tong)期(qi)比(bi)(bi),柴(chai)油(you)機(ji)(ji)(ji)(ji)同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)145.10%,汽油(you)機(ji)(ji)(ji)(ji)同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)342.53%。與(yu)上年同(tong)(tong)(tong)期(qi)累計比(bi)(bi),柴(chai)油(you)機(ji)(ji)(ji)(ji)同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)89.78%,汽油(you)機(ji)(ji)(ji)(ji)同(tong)(tong)(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)88.33%。
2月(yue),柴(chai)油(you)內(nei)燃(ran)(ran)機(ji)銷(xiao)售49.49萬(wan)臺(tai)(tai)(tai)(其(qi)中乘用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)1.44萬(wan)臺(tai)(tai)(tai),商(shang)用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)26.57萬(wan)臺(tai)(tai)(tai),工程機(ji)械(xie)(xie)用(yong)(yong)(yong)(yong)(yong)6.91萬(wan)臺(tai)(tai)(tai),農機(ji)用(yong)(yong)(yong)(yong)(yong)12.22萬(wan)臺(tai)(tai)(tai),船用(yong)(yong)(yong)(yong)(yong)0.26萬(wan)臺(tai)(tai)(tai),發電用(yong)(yong)(yong)(yong)(yong)1.50萬(wan)臺(tai)(tai)(tai),通用(yong)(yong)(yong)(yong)(yong)0.60萬(wan)臺(tai)(tai)(tai)),汽(qi)油(you)內(nei)燃(ran)(ran)機(ji)銷(xiao)量(liang)(liang)247.90萬(wan)臺(tai)(tai)(tai)。1-2月(yue)柴(chai)油(you)機(ji)銷(xiao)量(liang)(liang)119.04萬(wan)臺(tai)(tai)(tai)(其(qi)中乘用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)3.55萬(wan)臺(tai)(tai)(tai),商(shang)用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)62.24萬(wan)臺(tai)(tai)(tai),工程機(ji)械(xie)(xie)用(yong)(yong)(yong)(yong)(yong)16.97萬(wan)臺(tai)(tai)(tai),農機(ji)用(yong)(yong)(yong)(yong)(yong)30.99萬(wan)臺(tai)(tai)(tai),船用(yong)(yong)(yong)(yong)(yong)0.62萬(wan)臺(tai)(tai)(tai),發電用(yong)(yong)(yong)(yong)(yong)3.53萬(wan)臺(tai)(tai)(tai),通用(yong)(yong)(yong)(yong)(yong)1.14萬(wan)臺(tai)(tai)(tai)),汽(qi)油(you)內(nei)燃(ran)(ran)機(ji)銷(xiao)量(liang)(liang)656.62萬(wan)臺(tai)(tai)(tai)。
乘用車和商用車用內燃機銷量環比下降
2月,在分用(yong)(yong)(yong)(yong)(yong)途市場可比(bi)口徑中,各分類(lei)用(yong)(yong)(yong)(yong)(yong)途環比(bi)均(jun)有(you)不同程度下降。乘用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-38.48%,商用(yong)(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-29.09%,工程機(ji)械(xie)用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-31.28%,農業機(ji)械(xie)用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-35.60%,船用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-27.23%,發電機(ji)組用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-26.06%,園林機(ji)械(xie)用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-24.91%,摩托車用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-43.25%,通機(ji)用(yong)(yong)(yong)(yong)(yong)增(zeng)(zeng)長(chang)(chang)-46.02%。
與上年同期(qi)比,各分類(lei)用(yong)(yong)途均有較高(gao)幅度增(zeng)(zeng)長(chang)(chang)(chang)(chang)。具體(ti)為:乘用(yong)(yong)車用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)534.37%,商用(yong)(yong)車用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)152.33%,工程機(ji)(ji)械用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)169.57%,農(nong)業機(ji)(ji)械用(yong)(yong)用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)401.19%,船(chuan)用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)114.67%,發電機(ji)(ji)組用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)131.42%,園林機(ji)(ji)械用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)170.63%,摩托車用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)236.29%,通機(ji)(ji)用(yong)(yong)增(zeng)(zeng)長(chang)(chang)(chang)(chang)47.35%。
與上年累(lei)計比(bi),各(ge)分類用(yong)途(tu)均有較高幅(fu)度增(zeng)長(chang)(chang)。具體為:乘(cheng)用(yong)車(che)用(yong)增(zeng)長(chang)(chang)81.87 %,商(shang)用(yong)車(che)用(yong)增(zeng)長(chang)(chang)83.33%,工程機(ji)械用(yong)增(zeng)長(chang)(chang)101.62%,農(nong)業機(ji)械用(yong)用(yong)增(zeng)長(chang)(chang)158.98%,船用(yong)增(zeng)長(chang)(chang)121.89%,發電機(ji)組用(yong)增(zeng)長(chang)(chang)61.10%,園林機(ji)械用(yong)增(zeng)長(chang)(chang)85.02%,摩托車(che)用(yong)增(zeng)長(chang)(chang)80.85%,通機(ji)用(yong)增(zeng)長(chang)(chang)37.82%。
2月,乘用(yong)(yong)車用(yong)(yong)銷售(shou)105.88萬(wan)(wan)(wan)臺(tai),商用(yong)(yong)車用(yong)(yong)30.77萬(wan)(wan)(wan)臺(tai),工程(cheng)機(ji)械用(yong)(yong)7.42萬(wan)(wan)(wan)臺(tai),農業機(ji)械用(yong)(yong)37.85萬(wan)(wan)(wan)臺(tai),船用(yong)(yong)0.26萬(wan)(wan)(wan)臺(tai),發電機(ji)組用(yong)(yong)7.73萬(wan)(wan)(wan)臺(tai),園林(lin)機(ji)械用(yong)(yong)17.51萬(wan)(wan)(wan)臺(tai),摩托車用(yong)(yong)88.86萬(wan)(wan)(wan)臺(tai),通機(ji)用(yong)(yong)1.23萬(wan)(wan)(wan)臺(tai)。
1-2月,乘用車用累計銷售278.00萬(wan)(wan)(wan)臺(tai),商(shang)用車用74.17萬(wan)(wan)(wan)臺(tai),工程機(ji)(ji)(ji)(ji)械用18.22萬(wan)(wan)(wan)臺(tai),農業機(ji)(ji)(ji)(ji)械用96.62萬(wan)(wan)(wan)臺(tai),船用0.62萬(wan)(wan)(wan)臺(tai),發電機(ji)(ji)(ji)(ji)組用18.19萬(wan)(wan)(wan)臺(tai),園林(lin)機(ji)(ji)(ji)(ji)械用40.82萬(wan)(wan)(wan)臺(tai),摩(mo)托車用245.77萬(wan)(wan)(wan)臺(tai),通機(ji)(ji)(ji)(ji)用3.50萬(wan)(wan)(wan)臺(tai)。
玉柴、濰柴等龍頭企業銷量平穩
2月(yue)(yue)市場(chang)銷(xiao)(xiao)量(liang)環(huan)(huan)比下降,同比大(da)幅增(zeng)長(chang),累(lei)(lei)計同比大(da)幅升高。2月(yue)(yue),單(dan)缸柴油機銷(xiao)(xiao)售6.41萬(wan)臺(tai),環(huan)(huan)比增(zeng)長(chang)-39.08%,同比增(zeng)長(chang)49.07%;1-2月(yue)(yue)累(lei)(lei)計銷(xiao)(xiao)量(liang)16.94萬(wan)臺(tai),同比增(zeng)長(chang)63.94%。排名靠前的(de)五家企業(ye)為:常柴、三環(huan)(huan)、金(jin)飛(fei)魚(yu)、力(li)帆內燃(ran)機、玉柴。主要配套于農業(ye)機械的(de)單(dan)缸柴油機2月(yue)(yue)銷(xiao)(xiao)量(liang)6.14萬(wan)臺(tai),環(huan)(huan)比增(zeng)長(chang)-39.87%,同比增(zeng)長(chang)44.92%;1-2月(yue)(yue)累(lei)(lei)計銷(xiao)(xiao)量(liang)16.37萬(wan)臺(tai),同比增(zeng)長(chang)61.21%。
主要配套的商(shang)用車市場延(yan)續(xu)(xu)20年的好(hao)(hao)勢頭,帶動多(duo)(duo)缸柴油機市場也持續(xu)(xu)向好(hao)(hao)。2月,多(duo)(duo)缸柴油機企業共(gong)銷量43.08萬臺,環(huan)比(bi)增長-27.01%,同比(bi)增長171.09%;1-2月累計銷量102.10萬臺,同比(bi)增長94.87%。特別(bie)值(zhi)得指出的是濰柴、玉(yu)(yu)柴、云(yun)(yun)內、解(jie)放、全柴、福(fu)田康明斯、江(jiang)鈴、新柴、東風康明斯、上柴前(qian)十(shi)名(ming)銷量均處(chu)于歷(li)史較(jiao)好(hao)(hao)水平,占(zhan)多(duo)(duo)缸柴油機總銷量的79.96%;市場份(fen)額占(zhan)比(bi)中(zhong):濰柴24.29%、玉(yu)(yu)柴11.63%、云(yun)(yun)內7.92%、解(jie)放動力6.74%、全柴6.48%、福(fu)康5.63%、江(jiang)鈴5.10%、新柴4.70%、東康4.44%、上柴3.02%。
2月,商(shang)用車用多缸柴(chai)(chai)(chai)(chai)油(you)機銷量26.57萬(wan)臺,環比增長(chang)-25.54%,同(tong)比增長(chang)177.71%。1-2月累計銷量62.24萬(wan)臺,同(tong)比增長(chang)87.40%。銷量前(qian)十的為濰柴(chai)(chai)(chai)(chai)、玉柴(chai)(chai)(chai)(chai)、解放動力(li)、福康(kang)(kang)、江(jiang)鈴、云(yun)(yun)內(nei)、東康(kang)(kang)、全柴(chai)(chai)(chai)(chai)、上(shang)柴(chai)(chai)(chai)(chai)、江(jiang)淮(huai),其(qi)前(qian)十名銷量占(zhan)總銷量89.88%;濰柴(chai)(chai)(chai)(chai)在商(shang)用車用多缸柴(chai)(chai)(chai)(chai)油(you)機市場份額中(zhong)領(ling)先,占(zhan)比30.39%,其(qi)后依次為玉柴(chai)(chai)(chai)(chai)10.21%、解放動力(li)9.45%、福康(kang)(kang)9.23%、江(jiang)鈴8.37%、云(yun)(yun)內(nei)7.17%,東康(kang)(kang)5.00%、全柴(chai)(chai)(chai)(chai)3.62%、上(shang)柴(chai)(chai)(chai)(chai)3.26%、江(jiang)淮(huai)3.17%。
2月,工(gong)程(cheng)機(ji)械用多缸柴(chai)油(you)機(ji)銷(xiao)(xiao)(xiao)量6.83萬(wan)臺(tai),環比增(zeng)長(chang)-31.56%,同(tong)比增(zeng)長(chang)154.00%。1-2月累(lei)計(ji)銷(xiao)(xiao)(xiao)量16.87萬(wan)臺(tai),同(tong)比增(zeng)長(chang)97.22%。銷(xiao)(xiao)(xiao)量前(qian)十的(de)為新柴(chai)、濰柴(chai)、云(yun)內、全柴(chai)、玉柴(chai)、廣(guang)康(kang)、卡特彼勒、東(dong)康(kang)、上柴(chai)、解放動(dong)力。其(qi)前(qian)十名(ming)銷(xiao)(xiao)(xiao)量占其(qi)總銷(xiao)(xiao)(xiao)量97.83%。
主(zhu)要配套的(de)乘用車市場(chang)2月(yue)產銷(xiao)環環比依然下降(jiang),同比呈迅猛增長(chang)。受其影響,多(duo)缸汽(qi)(qi)油(you)機(ji)2月(yue)銷(xiao)量(liang)(liang)與1月(yue)相比出現較(jiao)快(kuai)下降(jiang),同比高增長(chang)。2月(yue)多(duo)缸汽(qi)(qi)油(you)機(ji)銷(xiao)量(liang)(liang)108.68萬臺(tai),環比增長(chang)-38.91%,同比增長(chang)4.7倍(bei);1-2月(yue)累(lei)計銷(xiao)量(liang)(liang)286.60萬臺(tai),同比增長(chang)80.23%。在52家多(duo)缸汽(qi)(qi)油(you)機(ji)企業中一汽(qi)(qi)大眾、長(chang)安汽(qi)(qi)車、浙江吉利、東(dong)風有限等十家銷(xiao)量(liang)(liang)排(pai)在前列(lie),其總(zong)體銷(xiao)量(liang)(liang)占行業銷(xiao)量(liang)(liang)的(de)56.45%。
乘用(yong)車(che)用(yong)在多(duo)缸汽油機(ji)占比為95.76%,2月銷(xiao)量104.45萬臺,環比增長-38.56%,同(tong)(tong)比增長531.12%;1-2月累計(ji)銷(xiao)量274.44萬臺,同(tong)(tong)比增長80.75%。一汽大眾(zhong)、長安汽車(che)、浙(zhe)江吉利、東風有(you)限、蜂巢動力、上(shang)通五菱、東本汽車(che)、奇瑞汽車(che)、北(bei)京奔(ben)馳、上(shang)通武漢等銷(xiao)量排名比較靠前,累計(ji)同(tong)(tong)比增長率均在60%以上(shang)。
小汽油機受貿易影響大
行業主要做(zuo)進出口貿易(yi),受(shou)內外部環(huan)(huan)境影(ying)響(xiang)明顯(xian)導致波及較(jiao)大(da)。在可比(bi)(bi)口徑中,2月(yue)(yue)(yue)小汽(qi)油機銷(xiao)量(liang)(liang)環(huan)(huan)比(bi)(bi)下降、同(tong)(tong)比(bi)(bi)較(jiao)大(da)幅度增(zeng)(zeng)(zeng)長(chang)(chang)。2月(yue)(yue)(yue)小汽(qi)油機銷(xiao)量(liang)(liang)62.14萬(wan)(wan)臺,環(huan)(huan)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)-35.46%,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)418.83%;1-2月(yue)(yue)(yue)累(lei)計(ji)(ji)銷(xiao)量(liang)(liang)158.42萬(wan)(wan)臺,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)131.52%。銷(xiao)量(liang)(liang)前五名企業為(wei)隆鑫、潤通、華盛、力帆(fan)內燃(ran)機、牧(mu)田。在農業機械(xie)中,2月(yue)(yue)(yue)銷(xiao)量(liang)(liang)25.63萬(wan)(wan)臺,環(huan)(huan)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)-35.93%,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)2789.89%,1-2月(yue)(yue)(yue)累(lei)計(ji)(ji)銷(xiao)量(liang)(liang)65.63萬(wan)(wan)臺,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)221.44%;在園(yuan)林機械(xie)領域中,2月(yue)(yue)(yue)銷(xiao)量(liang)(liang)17.51萬(wan)(wan)臺,環(huan)(huan)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)-24.91%,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)170.63%;1-2月(yue)(yue)(yue)累(lei)計(ji)(ji)銷(xiao)量(liang)(liang)40.82萬(wan)(wan)臺,同(tong)(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)85.02%。(中國內燃(ran)機協會數據統計(ji)(ji))