Automotive market stabilizes in October


According to the data provided by China Automobile Industry Association’s latest issue of "China's auto industry production and sales news," from January to October 2012, the country's cumulative production and sales of automobiles respectively completed 15.7201 million vehicles and 1.57007 million vehicles, an increase of 4.6% over the same period of the previous year. And 3.6%; the overall performance of automobile production and sales in October was stable, showing a certain degree of decline from the previous month, but an increase over the same period of last year.


Slightly different from the overall vehicle situation, according to statistics from the China Automobile Association, from January to October, the production and sales of vehicle engines were 14.35 million units and 143.610 million units, respectively, an increase of 5.36% and 3.36% year-on-year respectively; in October, the China Automobile Association statistics were The 56 automobile engine companies in the company produced and sold engines of 1.376 million units and 1.3784 million units respectively, which was a decrease of 6.82% and 3.32% respectively from September and a decrease of 0.24% and 2.39% respectively from the same period of 2011.


The increase and decrease in both sales and sales of automotive engines are negative


In terms of production statistics, from January to October 2012, FAW-Volkswagen, SAIC-GM-Wuling, Shanghai GM Dongyue Powertrain, Dongfeng Nissan Passenger Vehicle, Chongqing Chang'an, Shanghai Volkswagen Power Co., Ltd. were among the 56 vehicle engine companies. Cheng, Liuzhou Wuling Liuji, Shanghai Volkswagen, Guangxi Yuchai, Chery, Beijing Hyundai, Shenlong, Shenyang Aerospace Mitsubishi, Zhejiang Geely Holdings and Anhui Quanchai, ranked among the top 15 in terms of cumulative production volume. Compared with the previous month, the obvious change is that GAC Toyota Motor, which was ranked 14th last month, has already withdrawn from the top 15 and replaced it with Zhejiang Geely Holdings. The sales of Japanese cars are still affected by political factors. In addition, Liuzhou Wuling Liuji's position is also one step further.


From the production scale, from January to October 2012, the number of engine companies with an average production volume of more than 10,000 units was 42. This was the same as that of the previous month; the number of companies with an average monthly production volume of more than 20,000 units was 24. Monthly average; the average monthly production of more than 30,000 units of the number of 18 companies, with the previous month; the average monthly production of more than 40,000 units of the number of companies, an increase of 1; the average monthly production The number of companies with an amount of more than 50,000 units is seven, a decrease from the previous month. Observing from these groups of data, first, it shows that the overall operations of all manufacturers are relatively stable at the production end; second, the production concentration of large households has increased slightly in the large production enterprises, and the production concentration of the middle households has been slightly divergent.
In terms of production concentration, the production concentration of the top five production enterprises is 28.79%, which is 0.26 percentage points higher than that of the previous month; the production concentration of the top 12 companies is 52.01%, which is a decrease of 0.05 from the previous month. Percentage. It can be seen that in the gradually stabilizing and not expanding market environment, the production concentration of large-scale and advantageous enterprises is still further increasing. Compared with a year ago, the production concentration of the top five companies increased by 2.57 percentage points.


In October, the sales volume of automotive diesel engines decreased


For the diesel engine of vehicles, since the situation of commercial vehicles has not improved, in October, the 23 diesel engine companies included in the statistics completed 329,200 units and 254,400 units respectively, which was a decrease of 14.02% and 3.92% from the previous quarter and a decrease of 5.54% year-on-year respectively. And growth of 2.17%; production and sales in September compared with a slight decrease in one step, compared with the same period last year, there are changes in each other, which year-on-year sales growth has become the only incremental indicator. From January to October, the cumulative production and sales volume of diesel engines were 2,734,600 and 2,815,400, respectively, down 7.23% and 10.08% respectively year-on-year, and the decline was narrowed.


From the above data, although there is still no major improvement in the vehicle diesel engine, it shows a gradual stabilization. Specifically, the average monthly production of diesel engine companies in the first half of the year exceeded 11 million units, which remained unchanged from the previous month. The rankings of these 11 companies by production volume are: Guangxi Yuchai, Anhui Quanchai, FAW Group, Weichai Holdings, Kunming Yunnei, Jiangxi Jiangling, Dongfeng Motor, Weichai Power Yangchai, Dongfeng Chaochai, Shandong Huayuan Laidong and Beiqi Foton.


In the diesel engine enterprises, of the 15 companies with large monthly average output (more than 5,000 units) during the period from January to October, the cumulative number of companies with a cumulative growth rate of more than double digits remained at 5, an increase from the previous month. It is Beiqi Futian (27.64%), Anhui Jianghuai (22.77%), Great Wall Motors (13.05%), Weichai Power Yangchai (12.27%) and Anhui Quanchai (12.26%); the cumulative number of companies with a year-on-year decline of more than double digits There are still 6 companies, namely Weichai Holdings (-35.47%), China National Heavy Duty Truck (-32.55%), Dongfeng Motor (-29.42%), Dongfeng Chaochai (-23.79%), Shandong Huayuan Laidong (- 14.94%) and FAW Group (-11.51%).


From this, it can be seen that among the diesel engine enterprises, the light diesel engine enterprises are generally better than the heavy-duty diesel engine enterprises. The sluggish macroeconomic data basically divided the diesel engine enterprises into two camps.


In the first 10 months, the cumulative sales volume of gasoline engines has narrowed


In terms of gasoline engines, in October, 41 gasoline engine companies included in the statistics completed 1.13 million units and 1.129 million units of production and sales, respectively, a decrease of 5.14% and 3.19% from the previous quarter, respectively, an increase of 0.93% and a decrease of 3.40% year-on-year respectively, compared with September. Compared with the characteristics of “golden nine silver and ten”, the cumulative production and sales from January to October were 11.6703 million units and 11.583 million units, respectively, an increase of 8.83% and 7.25% over the same period of last year, and the increase was narrowed.


Among the gasoline engine manufacturers, among the enterprises with large monthly average production volume from January to October this year (more than 10,000 units), the cumulative year-on-year growth rate (accumulated increase of more than 20%) is: GAC Toyota Engine (63.97%) ), Nanjing Changan Ford Mazda Engine (55.90%), Shanghai Volkswagen Powertrain (46.03%), Harbin Dongan Automobile Engine (50.09%), Mianyang Xinchen Power Machinery (32.46%), FAW-Volkswagen (33.66%), Shenyang Aerospace Mitsubishi (30.90%), Dongfeng Honda Automobile (22.45%), Shanghai GM Dongyue Powertrain (27.19%), and companies with a large year-on-year decline (over 15%) are: Jianghuai Automobile (-23.89%), FAW Cars (-22.64%), BYD (-21.90%) and Changan Suzuki (-23.09%). It is worth noting that the cumulative YoY growth of production of several Japanese gasoline engine companies in October has shown a further decelerating trend from last month, in which the GAC Toyota engine has fallen by more than 15 percentage points from last month, and Dongfeng Honda Motor has dropped by nearly 10 percentage point. This trend is the same as the trend of Japanese automakers' market share in China is getting lower and lower.



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