After the domestic automobile and Engine production and sales peaked in March of this year, an unusual round of “Five Lianyin†began. After the vehicle market completed sales of 615,500 vehicles and 689,900 vehicles respectively in August, the first month of production and sales volume had a negative year-on-year growth, which was a decrease of 3.50% and 6.34% respectively from the same period of last year. Correspondingly, the production and sales volume of vehicle engines for the month of August was only 539,400 units and 554,400 units, respectively, which was the same as the entire vehicle production and sales for the first time, a year-on-year negative growth, which was 8.69% and 3.88% lower than the production and sales volume in August last year. .
Although the national consumer price index (CPI) announced by the National Bureau of Statistics has dropped to 5% (4.9%) in August, the national macroeconomic policy has also shifted from “two defenses†to “one guarantee and one controlâ€, but due to the international market environment. With continued deterioration, the industrial product ex-factory price index (PPI) reached the highest rate of 10.1% year-on-year in August this year; plus the transient impact of the Beijing Olympic Games on traffic control and restrictions on construction in Beijing and surrounding areas and the Olympic Games. In the remaining one-third of the year, the automotive and engine markets are not expected to show major improvement. If we can maintain a monthly or slightly more production and sales volume than in July and August, we can say that we have successfully completed the tasks of the economic transition year. Therefore, some manufacturers have already lowered their expectations for annual production and sales.
Concentration of production continues to decline
According to the latest edition of the China Automobile Industry Association’s “China Automotive Industry Production and Sales Newsletter†statistics, from January to August 2008, 54 domestic automobile engine companies that were included in the statistics range produced a total of 6,116,600 engines and accumulated 6,185,600 engines. Compared with the same period in 2007, it increased 15.81% and 17.52% respectively. This figure is already inconceivable compared to the year-on-year growth rate of only 20% of production and sales at the end of June in the past two months. After four consecutive months of decline, the production and sales volume of vehicle engines in August decreased by 22.40% and 19.19% respectively from July, showing a trend of accelerated decline, especially the decline in production volume is even more pronounced.
As of the end of August 2008, of a total of 54 engine companies, Guangxi Yuchai, Liuzhou Wuling Liuji, FAW-Volkswagen, Changan Automobile, FAW Group, Harbin Dongan Automobile Engine, Shanghai Volkswagen, Chery Automobile, Beijing Hyundai, and Shanghai General Dynamics The assembly, FAW Toyota (Tianjin) Engine, Dongfeng Honda Engine, GAC Toyota Motor, Dongfeng Nissan Passenger Vehicle and Shanghai General Motors ranked among the top 15 in terms of cumulative production volume in the first half of the year. Even if compared with the end of July, this ranking has undergone major changes. Among them, Liuzhou Wuling Liuji ranked two ahead of schedule, Harbin Dongan Automobile Engine surpassed Shanghai Volkswagen, and Dongfeng Honda Engine stood at the front of GAC Toyota Motor. The models of the three companies' products are mainly small vehicles or relatively energy-saving vehicles. This shows that the nation's fuel price increase in June has produced immediate results.
From the perspective of large production enterprises, there are 27 companies with cumulative production of more than 80,000 units (average monthly output of 10,000 units or more) in the first eight months, which is still the same as in June; the first eight months More than 160,000 units (with an average monthly output of more than 20,000 units) have accumulated production of 16 companies, a decrease of 1 year from June; the cumulative production in the first 8 months exceeds 240,000 units (average monthly production reaches 3%) There are 7 companies with more than 10,000 units, and the number of companies is also reduced by one; the number of enterprises with cumulative production of more than 320,000 units (average monthly output of more than 40,000 units) in the first 8 months is only 3, compared with June. Still reduce 1 home. These indicators show that the continued weakness in the market and the sequential decline in the chain has gradually swallowed the cumulative production of fruit.
From the point of view of production concentration, the accumulated production concentration of the top 5 companies in the cumulative production ranking for the first 8 months was 26.92%, which was 0.65% lower than in the first half of the year and 1.12% lower than in the first quarter; the top 12 companies were ranked. The cumulative production concentration in the first eight months was 52.74%, which was a decrease of 0.59 percentage points from the first half of the year and a decrease of 2.32 percentage points from the first quarter. Despite experiencing a continuous downturn in the market, production concentration has been declining in the past two years, reflecting the fact that the survival status of various companies is not too worrying. There is still a long way to go before a company is eliminated. To go.
The main difference in the Diesel Engine market is the performance of the switch between State 2 and State 3
According to the type of fuel, the total diesel engine production in the first eight months totaled 1,623,300 units and 1,640,200 units, respectively, an increase of 20.09% and 22.35% respectively year-on-year. This data shows that the inertia of the rush caused by the rapid growth of the diesel engine market in the first half of the year is still greater than that of the Gasoline Engine and the overall automotive market. At the same time, as can be seen from the data, the production and sales of diesel engines in August decreased by 11.97% and 7.75% respectively from the previous month, which also represented a double negative growth of -9.04% and -5.79% compared with the same period of last year.
Judging from the performance of diesel engine companies, among the 25 diesel engine companies in the first eight months of 2008, there are seven companies with an average monthly output of 10,000 units, which is equivalent to the end of the first half of the year. The rankings of the top seven producers in terms of cumulative production are still: Guangxi Yuchai, FAW Group, Weichai Holdings, Kunming Yunnei, Dongfeng Motor, Dongfeng Chaochai, and CNHTC Group. Companies ranked 8 to 10 are also Jiangxi Jiangling, Yangchai and Beiqi Foton.
Among the several diesel engine companies with large sales volume, the accumulated sales have maintained a relatively high level of year-on-year growth, including Lai Dong (64.22%), Dongfeng Motor (48.34%), Weichai Holdings (44.11%), and Sinotruk. The Group (30.62%), FAW Group (29.70%), Guangxi Yuchai (27.56%) and Beiqi Foton (26.87%). In August, the company's sharp decline from July to July was recorded by Dongfeng Chaochai (-38.40%), Jiangxi Jiangling (-35.73%) and Dongfeng Motor (-2.0.07%); the company that experienced a year-on-year decline in August was Dongfeng Chaochai ( -48.28%), Jiangxi Jiangling (-33.05%), Yangchai (-23.66%), Kunming Yunnei (-18.87%) and Beiqi Foton (-16.78%). From the data, we can clearly see that the two Steyr-based engines, CNHTC Group and Weichai Holdings, have maintained a relatively stable trend. Among them, China National Heavy Duty Truck Group’s August quarter-on-year, year-on-year and cumulative year-on-year ratios maintained three positive growths, which were 58.36%, 18.77%, and 30.62%, respectively, which was a sharp increase from August to July (58.36%). It seems that we have seen the best-selling status of its EGR three engines. In addition to the negative growth (-2.09%) in August, Weichai Holdings also maintained a high growth rate of 22.07% and 44.11% year-on-year in August. On the contrary, the decline in Dongfeng Chaochai and Jiangling Jiangling is also reasonable due to the fact that they are in the ranks of light-vehicle suppliers that are not easily able to bear the price increase from the National 3rd Engine, and because of the relatively simple means of switching between the 2nd and 3rd countries.
Compared with the sales volume, many diesel engine companies witnessed even greater negative growth in both month-on-month and year-on-year output, such as Dongfeng Chaochai, Dongfeng Motor, Kunming Yunnei and Beiqi Foton. In the process of declining markets, the decline in production volume is not necessarily a bad thing. From the point of view of the production and sales rates of these companies in August, except for Dongfeng Chaochai and Jiangxi Jiangling, the rate of sales of Other enterprises in the same month was higher, indicating that production was limited. The sales strategy has produced some results.
The gasoline engine market enters a downturn with the entire vehicle
In the case of gasoline engines, the cumulative production and sales volume in the first eight months of 2008 were 4,488,900 units and 4,533,300 units respectively, an increase of 14.31% and 15.83% over the same period of the previous year. Of the 39 petrol engine companies, FAW-Volkswagen, Changan Automobile, Liuzhou Wuling Liuji, Shanghai Volkswagen, Harbin Dongan Automobile Engine, Chery Automobile, Beijing Hyundai, FAW Toyota (Tianjin) Engine, Shanghai GM Powertrain, Guangzhou Automobile Toyota Motors, Dongfeng Honda Motors, Dongfeng Nissan Passenger Vehicles, Shanghai General Motors, Harbin Dongan Automobile Power and Geely Holding are ranked in the top 15 in terms of production volume. Among them, due to the low sales of Changan Automobile Co., Ltd. in the past two months, FAW-Volkswagen has again replaced it with the cumulative output of gasoline engines. Compared with the end of the first half of the year, other companies' rankings did not change much, indicating that the gasoline engine market has entered a period of low synchronization.
In terms of sales volume, cumulative sales volume of over 80,000 units (ie, average monthly sales of more than 10,000 units), cumulative sales have maintained a higher level of year-on-year growth in FAW Toyota (Tianjin) Engine (51.81%), Dongfeng Honda Motors (46.31%), Dongfeng Nissan Passenger Vehicle (44.73%), Beijing Hyundai (31.23%), Harbin Dongan Automobile Engine (30.29%) and Chery Automobile (26.20%). The cumulative sales volume that dropped sharply year-on-year was the Shenyang Aerospace Mitsubishi Motors’ (-23.68%) and Changan Ford Mazda (-22.27%), which were the same as the Fox, Mazda2, and Mazda3 models, and the Mitsubishi Aerospace Corporation. There is a direct correlation between the weakening of multiple self-owned brand cars.
On the other hand, due to the overall decline in the market, the company's sales in August showed a large decline in the chain, such as Changan Automobile (-66.88%), Changan Ford Mazda (-63.63%), Harbin Dongan Automobile Power (- 57.29%), Shenlong Auto (-52.45%), Beijing Hyundai (-36.38%), Dongfeng Honda Engine (-35.52%), Dongfeng Nissan Passenger Vehicle (-28.19%), Shenyang Aerospace Mitsubishi Motors (-26.58%) , FAW Toyota (Tianjin) Engine (-25.55%) and GAC Toyota Engine (-21.82%).
Petrol Generator,Cummins Diesel Generator Co., Ltd. , http://www.chpowergenerator.com