內燃機行業7月銷量較6月出現小幅(fu)回落。
2021年(nian)7月,極端天氣頻發以(yi)及疫情復發,終端市場需求受到一定抑制(zhi),產銷量均(jun)出現了不(bu)同程度的回落,加上同期基數抬高,內燃機行業銷量環比(bi)、同比(bi)均(jun)小幅下降(jiang)。
與(yu)今年(nian)月(yue)度銷量高(gao)點相(xiang)比,內燃機(ji)各細(xi)分用(yong)(yong)途(tu)有較(jiao)明顯波動,占比較(jiao)大的乘用(yong)(yong)車(che)用(yong)(yong)、摩托車(che)用(yong)(yong)銷量已回落10~15%;商(shang)用(yong)(yong)車(che)用(yong)(yong)、工程機(ji)械(xie)用(yong)(yong)下(xia)降近40%;園林機(ji)械(xie)用(yong)(yong)下(xia)降20%;農業(ye)機(ji)械(xie)用(yong)(yong)小幅(fu)(fu)下(xia)降10%;發電機(ji)組(zu)用(yong)(yong)小幅(fu)(fu)增長(chang)。
1-7月(yue)累計漲(zhang)幅(fu)較前6個月(yue)有(you)6個百分點的回落(luo),同比增長22.16%,而與(yu)2019年同期相比仍(reng)有(you)10.92%增長,增幅(fu)與(yu)上半年變(bian)化不(bu)大。
銷量總體概述:
7月,內燃機銷量385.95萬臺,環比(bi)增長-3.45%,同比(bi)增長-5.83%;功率完成17876.59萬千瓦,環比(bi)增長-9.28%,同比(bi)增長-22.94%。
1-7月內燃機累計(ji)銷量(liang)2896.75萬臺,同(tong)比增長(chang)22.16%;累計(ji)功率完成153806.40萬千瓦,同(tong)比增長(chang)16.99%。
分燃料類型情況:
7月(yue),在分柴(chai)(chai)、汽(qi)(qi)油(you)(you)大類(lei)中,柴(chai)(chai)油(you)(you)機(ji)(ji)(ji)、汽(qi)(qi)油(you)(you)機(ji)(ji)(ji)銷量環比(bi)(bi)、同(tong)(tong)比(bi)(bi)均不同(tong)(tong)程度(du)下降,累計(ji)同(tong)(tong)比(bi)(bi)增(zeng)幅較上(shang)月(yue)回落近6個百(bai)分點。具體為:與上(shang)月(yue)比(bi)(bi),柴(chai)(chai)油(you)(you)機(ji)(ji)(ji)增(zeng)長-16.36%,汽(qi)(qi)油(you)(you)機(ji)(ji)(ji)增(zeng)長-1.58%;與上(shang)年同(tong)(tong)期比(bi)(bi),柴(chai)(chai)油(you)(you)機(ji)(ji)(ji)同(tong)(tong)比(bi)(bi)增(zeng)長-21.45%,汽(qi)(qi)油(you)(you)機(ji)(ji)(ji)同(tong)(tong)比(bi)(bi)增(zeng)長-3.44%。與上(shang)年同(tong)(tong)期累計(ji)比(bi)(bi),柴(chai)(chai)油(you)(you)機(ji)(ji)(ji)同(tong)(tong)比(bi)(bi)增(zeng)長15.97%,汽(qi)(qi)油(you)(you)機(ji)(ji)(ji)同(tong)(tong)比(bi)(bi)增(zeng)長23.31%。
7月,柴油內燃(ran)機(ji)銷(xiao)售(shou)42.19萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)(其中乘用(yong)(yong)(yong)(yong)(yong)(yong)車(che)(che)用(yong)(yong)(yong)(yong)(yong)(yong)1.75萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),商用(yong)(yong)(yong)(yong)(yong)(yong)車(che)(che)用(yong)(yong)(yong)(yong)(yong)(yong)21.04萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),工程機(ji)械用(yong)(yong)(yong)(yong)(yong)(yong)6.95萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),農機(ji)用(yong)(yong)(yong)(yong)(yong)(yong)9.57萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),船用(yong)(yong)(yong)(yong)(yong)(yong)0.25萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),發(fa)電(dian)用(yong)(yong)(yong)(yong)(yong)(yong)2.31萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),通(tong)用(yong)(yong)(yong)(yong)(yong)(yong)0.32萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)),汽油內燃(ran)機(ji)銷(xiao)量343.66萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)。1-7月柴油機(ji)銷(xiao)量404.69萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)(其中乘用(yong)(yong)(yong)(yong)(yong)(yong)車(che)(che)用(yong)(yong)(yong)(yong)(yong)(yong)13.79萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),商用(yong)(yong)(yong)(yong)(yong)(yong)車(che)(che)用(yong)(yong)(yong)(yong)(yong)(yong)207.30萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),工程機(ji)械用(yong)(yong)(yong)(yong)(yong)(yong)66.09萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),農機(ji)用(yong)(yong)(yong)(yong)(yong)(yong)96.40萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),船用(yong)(yong)(yong)(yong)(yong)(yong)2.50萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),發(fa)電(dian)用(yong)(yong)(yong)(yong)(yong)(yong)16.52萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai),通(tong)用(yong)(yong)(yong)(yong)(yong)(yong)2.09萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)),汽油內燃(ran)機(ji)銷(xiao)量2491.13萬(wan)(wan)(wan)(wan)(wan)臺(tai)(tai)。
分市場用途情況:
7月,在分用(yong)途市場可比口(kou)徑中,乘用(yong)車(che)(che)(che)用(yong)、農業機(ji)(ji)械(xie)用(yong)、通機(ji)(ji)用(yong)環比增(zeng)(zeng)長(chang),其它用(yong)途環比均有(you)不同程(cheng)度下(xia)降。具體為(wei):乘用(yong)車(che)(che)(che)用(yong)增(zeng)(zeng)長(chang)0.95%,商用(yong)車(che)(che)(che)用(yong)增(zeng)(zeng)長(chang)-15.81%,工程(cheng)機(ji)(ji)械(xie)用(yong)增(zeng)(zeng)長(chang)-20.62%,農業機(ji)(ji)械(xie)用(yong)增(zeng)(zeng)長(chang)4.51%,船用(yong)增(zeng)(zeng)長(chang)-43.34%,發電(dian)機(ji)(ji)組用(yong)增(zeng)(zeng)長(chang)-0.42%,園林機(ji)(ji)械(xie)用(yong)增(zeng)(zeng)長(chang)-23.19%,摩托(tuo)車(che)(che)(che)用(yong)增(zeng)(zeng)長(chang)-2.90%,通機(ji)(ji)用(yong)增(zeng)(zeng)長(chang)2.48%。
與上年(nian)同期比,除農業(ye)機(ji)(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)、發電機(ji)(ji)(ji)組用(yong)(yong)(yong)(yong)、園(yuan)林機(ji)(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)、通(tong)機(ji)(ji)(ji)用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)外其余用(yong)(yong)(yong)(yong)途均有不同程度下降。具體為(wei):乘用(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)-15.21%,商(shang)用(yong)(yong)(yong)(yong)車用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)-28.19%,工(gong)程機(ji)(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)-6.83%,農業(ye)機(ji)(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)13.45%,船用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)-9.50%,發電機(ji)(ji)(ji)組用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)47.11%,園(yuan)林機(ji)(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)20.01%,摩托車用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)-2.24%,通(tong)機(ji)(ji)(ji)用(yong)(yong)(yong)(yong)增(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)153.80%。
與上年累計比(bi),各分(fen)類用(yong)(yong)(yong)(yong)途幅度增(zeng)(zeng)長較上月有多回落。具體為:乘用(yong)(yong)(yong)(yong)車(che)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長16.08%,商用(yong)(yong)(yong)(yong)車(che)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長16.44%,工程機(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長29.57%,農(nong)業機(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長34.30%,船用(yong)(yong)(yong)(yong)增(zeng)(zeng)長35.03%,發電機(ji)(ji)組用(yong)(yong)(yong)(yong)增(zeng)(zeng)長19.82%,園(yuan)林(lin)機(ji)(ji)械(xie)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長26.51%,摩托(tuo)車(che)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長25.62%,通機(ji)(ji)用(yong)(yong)(yong)(yong)增(zeng)(zeng)長51.36%。
7月,乘用(yong)車(che)用(yong)銷(xiao)售136.40萬(wan)(wan)臺(tai)(tai),商用(yong)車(che)用(yong)24.97萬(wan)(wan)臺(tai)(tai),工程機(ji)械(xie)用(yong)7.65萬(wan)(wan)臺(tai)(tai),農業(ye)機(ji)械(xie)用(yong)40.55萬(wan)(wan)臺(tai)(tai),船用(yong)0.25萬(wan)(wan)臺(tai)(tai),發(fa)電機(ji)組用(yong)14.14萬(wan)(wan)臺(tai)(tai),園林機(ji)械(xie)用(yong)19.11萬(wan)(wan)臺(tai)(tai),摩托車(che)用(yong)140.10萬(wan)(wan)臺(tai)(tai),通機(ji)用(yong)2.77萬(wan)(wan)臺(tai)(tai)。
1-7月(yue),乘用(yong)(yong)車用(yong)(yong)累計銷售1025.58萬(wan)(wan)臺(tai)(tai),商用(yong)(yong)車用(yong)(yong)248.32萬(wan)(wan)臺(tai)(tai),工程機械(xie)用(yong)(yong)71.02萬(wan)(wan)臺(tai)(tai),農業機械(xie)用(yong)(yong)304.09萬(wan)(wan)臺(tai)(tai),船用(yong)(yong)2.50萬(wan)(wan)臺(tai)(tai),發電機組(zu)用(yong)(yong)81.32萬(wan)(wan)臺(tai)(tai),園林機械(xie)用(yong)(yong)153.80萬(wan)(wan)臺(tai)(tai),摩托車用(yong)(yong)993.93萬(wan)(wan)臺(tai)(tai),通機用(yong)(yong)16.19萬(wan)(wan)臺(tai)(tai)。
主要品種按單、多缸分用途情況:
單缸柴油機
7月(yue)(yue)單(dan)缸柴(chai)(chai)油機市場(chang)銷(xiao)(xiao)量(liang)(liang)環比(bi)(bi)(bi)、同(tong)比(bi)(bi)(bi)均出現(xian)較(jiao)大降(jiang)幅,累計同(tong)比(bi)(bi)(bi)小幅下降(jiang)。7月(yue)(yue),單(dan)缸柴(chai)(chai)油機銷(xiao)(xiao)售5.02萬(wan)臺(tai),環比(bi)(bi)(bi)增(zeng)長(chang)-24.52%,同(tong)比(bi)(bi)(bi)增(zeng)長(chang)-35.39%;1-7月(yue)(yue)累計銷(xiao)(xiao)量(liang)(liang)51.39萬(wan)臺(tai),同(tong)比(bi)(bi)(bi)增(zeng)長(chang)-4.12%。排名靠前的五家企業為(wei):常柴(chai)(chai)、三環、四(si)方、金飛魚、凱米(mi)爾。主要配(pei)套于(yu)農業機械(xie)的單(dan)缸柴(chai)(chai)油機7月(yue)(yue)銷(xiao)(xiao)量(liang)(liang)4.84萬(wan)臺(tai),環比(bi)(bi)(bi)增(zeng)長(chang)-22.86%,同(tong)比(bi)(bi)(bi)增(zeng)長(chang)-34.90%;1-7月(yue)(yue)累計銷(xiao)(xiao)量(liang)(liang)49.45萬(wan)臺(tai),同(tong)比(bi)(bi)(bi)增(zeng)長(chang)-4.62%。
多缸柴油機
商用車市場7月呈現明顯降幅,帶動多缸柴油機(ji)市場也同步下(xia)降,累計(ji)銷量超過去年部分已由(you)4月的近76萬臺(tai)(tai)回落至58萬臺(tai)(tai)。
7月,多缸(gang)柴(chai)(chai)(chai)(chai)油(you)機(ji)企(qi)業共(gong)銷(xiao)量(liang)37.18萬臺,環比增(zeng)長(chang)-15.12%,同(tong)比增(zeng)長(chang)-19.09%;1-7月累(lei)計銷(xiao)量(liang)353.30萬臺,同(tong)比增(zeng)長(chang)19.61%。濰柴(chai)(chai)(chai)(chai)、玉(yu)柴(chai)(chai)(chai)(chai)、云內(nei)、全柴(chai)(chai)(chai)(chai)、解放、江鈴(ling)、新柴(chai)(chai)(chai)(chai)、福(fu)田康(kang)(kang)明斯、東風康(kang)(kang)明斯、上柴(chai)(chai)(chai)(chai)前十名銷(xiao)量(liang)均處于歷史(shi)較好(hao)水平,占多缸(gang)柴(chai)(chai)(chai)(chai)油(you)機(ji)總(zong)銷(xiao)量(liang)的78.70%;市場份額(e)占比中:濰柴(chai)(chai)(chai)(chai)20.02%、玉(yu)柴(chai)(chai)(chai)(chai)10.72%、云內(nei)9.25%、全柴(chai)(chai)(chai)(chai)7.46%、解放動(dong)力6.72%、江鈴(ling)5.77%、新柴(chai)(chai)(chai)(chai)5.70%、福(fu)康(kang)(kang)5.39%、東康(kang)(kang)4.16%、上柴(chai)(chai)(chai)(chai)3.52%。
7月,商用車用多(duo)缸(gang)柴(chai)(chai)油機銷量(liang)(liang)21.04萬臺,環(huan)比增(zeng)長-15.86%,同比增(zeng)長-27.26%。1-7月累計(ji)銷量(liang)(liang)207.30萬臺,同比增(zeng)長14.63%。銷量(liang)(liang)前十(shi)的為(wei)濰柴(chai)(chai)、玉柴(chai)(chai)、江(jiang)鈴(ling)、云內(nei)、解放動(dong)力(li)、福康(kang)、東康(kang)、全柴(chai)(chai)、上柴(chai)(chai)、江(jiang)淮(huai),其前十(shi)名銷量(liang)(liang)占總銷量(liang)(liang)88.64%;濰柴(chai)(chai)在商用車用多(duo)缸(gang)柴(chai)(chai)油機市場份額中領先,占比23.64%,其后依次為(wei)玉柴(chai)(chai)9.84%、江(jiang)鈴(ling)9.84%、云內(nei)9.77%、解放動(dong)力(li)9.40%、福康(kang)9.18%、東康(kang)5.02%、全柴(chai)(chai)4.50%、上柴(chai)(chai)4.03%、江(jiang)淮(huai)3.42%。
7月(yue),工程機(ji)械(xie)用多(duo)缸柴(chai)(chai)(chai)油機(ji)銷(xiao)量(liang)(liang)6.92萬臺,環(huan)比(bi)增長(chang)-21.54%,同比(bi)增長(chang)-6.64%。1-7月(yue)累計(ji)銷(xiao)量(liang)(liang)65.77萬臺,同比(bi)增長(chang)30.10%。銷(xiao)量(liang)(liang)前十(shi)的為新柴(chai)(chai)(chai)、濰柴(chai)(chai)(chai)、全柴(chai)(chai)(chai)、云(yun)內、玉柴(chai)(chai)(chai)、廣康(kang)、卡特彼勒、東康(kang)、上柴(chai)(chai)(chai)、解放動力。其前十(shi)名銷(xiao)量(liang)(liang)占其總銷(xiao)量(liang)(liang)97.95%。
多缸汽油機
主要配套的乘用車市(shi)場7月(yue)產銷(xiao)環比(bi)(bi)、同比(bi)(bi)均(jun)不同程(cheng)度下降(jiang)。受(shou)其影(ying)響(xiang),多缸汽(qi)油(you)機7月(yue)銷(xiao)量環比(bi)(bi)、同比(bi)(bi)也出現了不同程(cheng)度下降(jiang)。
7月多缸汽(qi)(qi)油機(ji)銷量138.72萬臺,環比(bi)增長(chang)0.82%,同比(bi)增長(chang)-15.98%;1-7月累計銷量1053.57萬臺,同比(bi)增長(chang)16.37%。在(zai)53家(jia)多缸汽(qi)(qi)油機(ji)企業中(zhong)一(yi)汽(qi)(qi)大(da)眾、浙江吉利、長(chang)安(an)汽(qi)(qi)車、東(dong)風有限(xian)等十(shi)家(jia)銷量排在(zai)前列,其總體銷量占(zhan)行業銷量的54.44%。
乘(cheng)用車用在(zai)多(duo)缸汽油機占比(bi)為96.03%,7月銷(xiao)量(liang)134.65萬(wan)臺(tai),環比(bi)增(zeng)長1.35%,同比(bi)增(zeng)長-15.39%;1-7月累計銷(xiao)量(liang)1011.79萬(wan)臺(tai),同比(bi)增(zeng)長15.85%。一汽大眾、浙江吉利、長安汽車、東(dong)風(feng)有限(xian)、上通五菱、蜂巢動力(li)、奇瑞汽車、東(dong)本汽車、上海大眾動力(li)總成、華(hua)晨寶馬等銷(xiao)量(liang)排名比(bi)較(jiao)靠前,累計同比(bi)增(zeng)長率普遍在(zai)11%以上。
小汽油機
行業(ye)主(zhu)要做進出(chu)口貿(mao)易(yi),受內外部環(huan)境影響明顯導致波及較大(da)。在(zai)(zai)可比(bi)口徑中(zhong),7月(yue)小(xiao)汽油(you)機銷(xiao)(xiao)量(liang)(liang)(liang)環(huan)比(bi)小(xiao)幅下降,同(tong)比(bi)增(zeng)(zeng)長(chang)。7月(yue)小(xiao)汽油(you)機銷(xiao)(xiao)量(liang)(liang)(liang)86.45萬(wan)(wan)臺(tai),環(huan)比(bi)增(zeng)(zeng)長(chang)-1.13%,同(tong)比(bi)增(zeng)(zeng)長(chang)33.18%;1-7月(yue)累計銷(xiao)(xiao)量(liang)(liang)(liang)578.57萬(wan)(wan)臺(tai),同(tong)比(bi)增(zeng)(zeng)長(chang)40.10%。銷(xiao)(xiao)量(liang)(liang)(liang)前(qian)五名企業(ye)為隆鑫、潤通(tong)、華盛、力帆內燃(ran)機、蘇州雙馬。在(zai)(zai)配(pei)套(tao)農(nong)業(ye)機械中(zhong),7月(yue)銷(xiao)(xiao)量(liang)(liang)(liang)30.98萬(wan)(wan)臺(tai),環(huan)比(bi)增(zeng)(zeng)長(chang)10.77%,同(tong)比(bi)增(zeng)(zeng)長(chang)38.75%,1-7月(yue)累計銷(xiao)(xiao)量(liang)(liang)(liang)207.69萬(wan)(wan)臺(tai),同(tong)比(bi)增(zeng)(zeng)長(chang)53.29%;在(zai)(zai)配(pei)套(tao)園林機械領域中(zhong),7月(yue)銷(xiao)(xiao)量(liang)(liang)(liang)19.11萬(wan)(wan)臺(tai),環(huan)比(bi)增(zeng)(zeng)長(chang)-23.19%,同(tong)比(bi)增(zeng)(zeng)長(chang)20.01%;1-7月(yue)累計銷(xiao)(xiao)量(liang)(liang)(liang)153.80萬(wan)(wan)臺(tai),同(tong)比(bi)增(zeng)(zeng)長(chang)26.51%。