In August, as the overall automobile market showed a slight growth year-on-month and year-on-year, the production and sales of vehicle engines also maintained a slight increase during the month, a growth rate better than that of the entire vehicle market. However, from the cumulative increase in production and sales in the period from January to August, the increase or decrease in the number of vehicle engines is minimal, and the cumulative growth in production and sales is weaker than that in the entire vehicle market. The difference formed between the current month and cumulative growth may indicate that the market for car engines will rise in the four months of this year to catch up with the entire vehicle market.

August automotive engine market turning point According to the latest "China's auto industry production and sales alerts" statistics, from January to August 2011, included in the statistics of the 55 domestic automobile engine companies, the cumulative production of 107.854 million units of the engine, cumulative The number of engines sold was 10.9733 million units. Compared with the same period of 2010, they increased by 0.09% and decreased by 0.09% respectively. The seemingly small increase or decrease rate, if compared with the double negative growth in the previous months, suggests that the market may experience a reversal after a few months of downturn.

From the engine data of the month, the production and sales volume of 1.26 million units and 1.255 million units were respectively completed in August, and they both returned to the stage of 1.25 million units, an increase of 9.41% and 11.84% respectively from the month before in July, compared with the same period of last year. It increased by 8.65% and 5.86%. In addition to accumulative increase in production and sales, the above indicators of increase are all higher than the increase in the overall automobile market. It indicates that the vehicle engine market will form a trend of late development and may come out of decline when the vehicle market has yet to usher in the “Golden 9 Silver 10”. aisle.

According to production statistics, as of the end of August, of the total of 55 engine companies, FAW-Volkswagen, SAIC-GM-Wuling, Chongqing Chang'an, Shanghai GM Powertrain, Dongfeng Nissan Passenger Vehicle, Chery, Guangxi Yuchai, Shanghai Volkswagen, and Beijing Hyundai Liuzhou Wuling Liuji, FAW Group, Shenlong, Shanghai Volkswagen Powertrain, Geely Holding and Anhui Quanchai ranked among the top 15 in terms of cumulative production volume. Among the top 15 companies, compared with last month, the main change is that SAIC-GM-Wuling and Shanghai Volkswagen Powertrain have both improved their rankings, while Weichai Holdings has dropped out. The first 15 ranks, Anhui Quanchai returned to the first 15 camps after a month.

In terms of market size, due to continuous market failures in the past few months, even if production and sales volume in August recovered, the average monthly production of more than 50,000 units is still one less than the previous month, which is six, a decrease of 1 year-on-year. There are 25 companies with an average monthly output of 20,000 units, a decrease from the previous month and the same period of last year; the number of companies with an average monthly output of more than 10,000 units remains at 43, which is the same as last month, but the same period of last year. More than one. It can be seen that although the production and sales volume has been at a high level, due to the fact that the overall market has been in the digestive integration period after the ultra-large-scale development, the market's production and marketing capacity is limited.

In terms of production concentration, the cumulative production of the top 5 companies in the cumulative production volume was 26.33%, which was 0.17 percentage points higher than that in July and 1.86 percentage points higher than the same period a year earlier. The production concentration of the top 12 companies was 49.91%, up by 0.28 percentage points over July, 1.45 percentage points higher than the same period a year ago. The production concentration of the top 5 companies and the top 12 companies has increased, especially compared with the same period a year ago, indicating that the overall market structure is further concentrated on dominant companies, and the automotive engine market is at a high level of low speed. Gradually adjust to the good direction.

The heavy-duty diesel engine market performed poorly in automotive diesel engines. In the first 8 months, 23 diesel engine companies included in the statistics completed production of 2.4124 million units and 2.959 million units of sales, respectively, which was 5.91% and 3.05% lower than the same period of the previous year; 8 The month-month production and sales indicators increased by 16.89% and 14.73% compared with the previous month, but decreased by 5.97% and 8.61% respectively compared with the same period of last year.

Specifically, there were 11 diesel engine manufacturers with monthly production of over 10,000 units, an increase from the previous month. The rank order of the 11 companies by production volume is: Guangxi Yuchai, FAW Group, Anhui Quanchai, Weichai Holdings, Dongfeng Motor, Kunming Yunnei, Jiangling Holdings, Dongfeng Chaochai, Shandong Huayuan Laidong, China Heavy-duty trucks and Weichai powered Yangchai. Compared with the previous month, the top 4 rankings are the same as last month. Kunming Yunnei and Jiangling Holdings have each risen 2 places. Dongfeng Motor Co., Ltd. and Shandong Huayuan Laiwu have each risen one place. Dongfeng Chaochai and China’s weight Steam's ranking dropped by 3 places.

In terms of the cumulative increase in production volume over the same period last year, Shandong Huayuan Laidong (19.61%), Weichai Power Yangchai (14.64%) and Jiangling Holdings (14.45%) were the top performers. It is worth noting that the cumulative increase in the cumulative growth rate of several companies that last month was still above 50% has been depleted by the negative YoY growth in August, including China National Heavy Duty Truck (-32.56%) and Weichai Holdings (-11.37%). There has also been a negative growth. Other enterprises with negative cumulative growth in production volume exceeding 10% include: Dongfeng Zhaochai (-20.16%), FAW Group (-18.90%) and Guangxi Yuchai (-12.16%). Among them, the two heavy-duty diesel-based companies - China Heavy Duty Truck and Weichai Co., Ltd.'s year-on-year decline in August actually reached 50.89% and 44.77%. On the other hand, companies that rely mainly on light diesel engines, such as Weichai Power Yangchai and Kunming Yunnei, have achieved relatively good results, indicating that the market based on transport vehicles has achieved a certain degree of activity, but involves large-scale infrastructure construction. Heavy-duty vehicle engines with large logistics concepts are still difficult to achieve in the face of macro tightening and funding shortages.

As for the overall growth of the gasoline engine market for motor gasoline engines, in the first eight months of 2011, 40 gasoline engine companies included in the statistics completed 8,341,300 units and 8,373,300 units respectively, an increase of 1.97% and 0.88% respectively over the same period of the previous year. . In the month of August, 40 gasoline engine companies completed production and sales of 101.18 million units and 999,100 units respectively, representing a month-on-month increase of 7.69% and 11.13% in July and an increase of 13.08% and 10.49% respectively over the same period of last year. The overall gasoline engine market showed considerable A good growth momentum. Specifically, the average monthly production of gasoline engine companies exceeds 20,000 units in 18 companies, two less than both in July and the same period of last year. This indicator should have been at least as high as the year-on-year, year-on-year growth of the overall market. It remains unchanged, but some companies that have performed unsatisfactorily this year have dragged the process.

In the first 8 months, among the enterprises with a cumulative production volume of more than 50,000 units, the cumulative growth rate of over 25% was: Anhui Jianghuai (110.49%), Nanqi Group (79.03%), BYD (62.42%), FAW Haima (43.01%), Great Wall (38.79%), Tianjin FAW Xiali (29.70%) and Shenyang Aerospace Mitsubishi (27.72%); the cumulative growth rate is lower: Harbin Dongan Automobile Engine (-69.28%), GAC Toyota Engine (- 42.55%), SAIC Motor (-35.47%), Harbin Dongan Automobile Power (-32.38%) and Chongqing Panan Huaihai Power (-29.11%).