January car engine production and sales dropped sharply

Compared with the double-digit increase in both sales and sales volume in January 2011, the automotive and engine markets in January 2012 saw a year-on-year decline in the first year of the year. As there were only 17 working days except New Year's Day and Spring Festival holidays this year, the year-on-year declines in vehicle sales were 27.47% and 26.39% year-on-year, respectively, which were 23.20% and 17.75% lower than the previous year respectively. Of course, such a large decline has a close relationship with the previous year's record high in automobile production and sales in January last year, which raised the base figure.

The production and sales of automotive engines have fallen by 30% year-on-year. According to the latest issue of "China's auto industry production and sales newsletter", in January 2012, 56 automobile engine companies were included in the statistics of the China Association of Automobile Manufacturers. Total production of engines was 1,207,900 and sales of engines were 1,185,100. station. Compared with the same period of last year, the monthly sales volume of single-month production dropped sharply to about 500,000 units, representing a decrease of 28.99% and 31.50% respectively. Compared with December 2011, the sales volume dropped by 20.01% and 21.20% respectively.

In terms of production statistics, in January, a total of 56 vehicle engine companies were SAIC-GM-Wuling, Shanghai GM Dongyue Powertrain, FAW-Volkswagen, Chongqing Chang'an, Shanghai Volkswagen, Shanghai Volkswagen Powertrain, and Liuzhou Wuling Liuji. Dongfeng Nissan Passenger Vehicles, Guangxi Yuchai, Beijing Hyundai, Shenlong, Geely Holdings, GAC Toyota Engine, Chery and Anhui Quanchai ranked among the top 15 in terms of production volume. Compared with the same period in January 2011, the top 15 companies in the production rankings have undergone “overwhelming” changes. Not only Harbin Dongan Automobile Engines and Harbin Dongan Automobile Power have long retired from this camp. Last year, they entered the market due to the production and sales of commercial vehicles. The top 15 FAW Group and Weichai Holdings also went out from the list. Guangxi Yuchai, which is still among the top 15, retreated 3 positions; SAIC-GM-Wuling, which is based on mini-vehicle engines, returned to the top spot again. Chongqing Chang'an From the first place a year ago, it fell to the current 4th place; and in 2011, a number of passenger car engine companies have become all-powerful, such as Shanghai GM Dongyue Powertrain, FAW-Volkswagen, Shanghai Volkswagen, and Shanghai Volkswagen. Powertrains, Dongfeng Nissan passenger cars, etc. are all in the front row. The GAC Toyota engine has returned to this array. Geely Holdings has also ranked for the first time before Chery.

In terms of production scale, the number of enterprises with a production volume of more than 10,000 units in January was 39, a decrease of 5 from the same period of the previous year; the number of enterprises with a production volume of more than 20,000 units in a single month in January was 21, compared with the previous year. In the same period, there was a drastic reduction of 13; the number of companies with production capacity of more than 30,000 units was 14 and there was a sharp decrease of 10 companies over the same period of last year; there were 10 companies with production capacity of more than 40,000 units, which was 5 less than the same period of last year The number of companies with a production volume of more than 50,000 units was six, a decrease of four from the same period of last year. In the first place, SAIC-GM-Wuling produced 82,500 units in January. Compared with 101,900 units in Chongqing Chang'an, which was the first place in the same period of last year, it dropped by more than 19,000 units.

In terms of production concentration, the production concentration of the top five production enterprises was 27.76%, which was 2.57 percentage points higher than the corresponding period of 2011; the production concentration of the top 12 companies was 53.05%, 4.69 higher than the same period in 2011 percentage point. This data shows once again that whenever the market is in a downturn, the production advantage will be further concentrated in large companies; once the market is expanding, the concentration of production will become divergence.

The production and sales of vehicle diesel engines fell by nearly half year-on-year for diesel engines. In January, 23 diesel engine companies that were included in the statistics of the China Association of Automobile Manufacturers completed 240,700 units and 203,600 units respectively. The absolute value of sales fell compared with the same period of last year. Nearly half of the production and sales in January fell by 17.39% and 31.93%, respectively, which was a year-on-year decrease of 42.52% and 49.65%, respectively.

Specifically, there are 10 diesel engine manufacturers with monthly production of over 10,000 units, one less than the same period of last year. The ranking of these 10 companies by production volume is: Guangxi Yuchai, Anhui Quanchai, FAW Group, Weichai Holdings, Kunming Yunnei, Jiangxi Jiangling, Dongfeng Motor, Shandong Huayuan Laiwu, Weichai Power Yangchai and Dongfeng Chaochai. Compared with the same period of last year, the ranks of several light diesel-powered companies, including Anhui Quanchai, Jiangxi Jiangling, Shandong Huayuan Laidong, Weichai Power Yangchai, etc., have all improved, and Anhui Quanchai has also been among the first time. In the second place, China Heavy Duty Truck, which is mainly heavy-duty engines, fell out of the top 10 ranks from the 7th position in the same period of last year, and the rankings of FAW Group and Weichai Holdings also declined. Guangxi Yuchai Although it still ranks first, the decline in production and sales is significant.

Among the diesel engine enterprises, the only one that maintained growth in the single-monthly production (more than 5,000 units) was Beiqi Foton 1, an increase of only 8.06%; the company had a larger year-on-year decline (more than 40% year-on-year). There are: Weichai Holdings (-65.88%), Dongfeng Motors (-59.21%), China National Heavy Duty Truck (-55.37%), Dongfeng Chaochai (-54.39%), Kunming Yunnei (-48.14%), Shandong Huayuan Lai Dong (-47.45%), FAW Group (-41.79%) and Guangxi Yuchai (-41.33%).

The sales of gasoline engine for gasoline engines have fallen by 300,000 gasoline engine units. In January, 41 gasoline engine companies that had been included in the statistics completed production of 966.9 thousand units and 981,100 units respectively, which was a decrease of 24.57% and 25.98% respectively year-on-year. Although the absolute value of monthly production and sales volume has fallen by more than 300,000 units year-on-year, the group's year-on-year rate of increase in production and sales data has been much better than that of diesel engines. The production and sales of gasoline engines have been substantially better than diesel engines for almost a year. Obviously, The macroeconomic tightening has brought more negative effects to the commercial vehicle and diesel engine markets.

Among the gasoline engine companies, companies that have maintained a year-on-year growth in their monthly production volume (more than 10,000 units) include: Shanghai Volkswagen Powertrain (59.14%), Guangzhou Auto Engine (37.76%), and Shanghai Volkswagen (9.67). %), Shanghai GM Dongyue Powertrain (7.49%) and SAIC-GM-Wuling (2.64%).