汽车行业穿透解读(共13份)
内含汽车产业各细分行业分析
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艾媒咨询|2021年10-11月中国汽车行业监测报告
本报告涉及的案例/品牌/企业:上汽、长安、吉利
数据显示,2021年10月,中国商用车出口3.3万辆,较9月份下降13.8%,同比增长37.2%,11月出口3.0万辆,较上月再次下降,降幅10.5%,同比增长13.0%。1-11月累计出口商用车36.6万辆,同比增长77.0%,其中新能源商用车增幅为70.4%。艾媒咨询分析师认为,虽然新能源商用车出口增幅迅猛,但整体占比依然较小,仅占出口总量的3.3%,商用车海外市场份额有待进一步提高。数据显示,2021年11月末,中国汽车库存达到72.4万辆,汽车经销商库存预警指数达到55.4%,环比上升2.9个百分点,位于荣枯线之上。长期的高库存会给车企带来较大的仓储成本压力,造成企业经营业绩下滑,不利于汽车行业的整体发展。
According to the data, in October 2021, China exported 33000 commercial vehicles, a decrease of 13.8% over September and a year-on-year increase of 37.2%. In November, 30000 commercial vehicles were exported, a decrease of 10.5% and a year-on-year increase of 13.0%. From January to November, 366000 commercial vehicles were exported, with a year-on-year increase of 77.0%, of which new energy commercial vehicles increased by 70.4%. AI media consulting analysts believe that although the export of new energy commercial vehicles has increased rapidly, the overall proportion is still small, accounting for only 3.3% of the total export. The overseas market share of commercial vehicles needs to be further improved. The data show that by the end of November 2021, China's auto inventory reached 724000 units, and the inventory early warning index of auto dealers reached 55.4%, up 2.9 percentage points month on month, above the boom and bust line. The long-term high inventory will bring greater storage cost pressure to automobile enterprises, resulting in the decline of enterprise business performance, which is not conducive to the overall development of the automobile industry. -
艾媒咨询| 2020年11-12月中国汽车行业月度运行及年终盘点数据监测报告
本报告研究涉及企业/品牌/案例:蔚来,理想汽车,长城汽车
受车市寒冬及新冠疫情影响,2020年中国汽车销量延续下降趋势,全年汽车销量同比减少1.9%至2527.2万辆,降幅较2019年收窄了6.3个百分点,主要归功于汽车厂商和经销商尝试直播卖车、新零售等方式加速企业数字化转型。在车市寒冬背景下,新能源汽车逆势上扬,在新能源汽车下乡、补贴等政策加持下,中国新能源汽车自2020年7月开始连续6个月正增长,其中特斯拉、比亚迪、蔚来等品牌表现突出。新能源汽车市场的繁荣也带动了汽车电池领域的发展,蔚来汽车、北汽新能源、伯坦科技、奥动新能源等已先后入局,新能源汽车换电模式将成为趋势。
Affected by the cold winter market and COVID-19, China's auto sales continued to decline in 2020, and the total sales volume decreased by 1.9% to 25 million 272 thousand vehicles in the same period. The decline was narrowed by 6.3 percentage points compared with 2019. The main conclusion was attributed to the accelerated transformation of the enterprises by car manufacturers and distributors. Under the background of the cold winter of the automobile market, new energy vehicles are rising against the trend. With the policy of new energy vehicles going to the countryside and subsidies, China's new energy vehicles have been growing for six consecutive months since July 2020, with Tesla, BYD, Weilai and other brands showing outstanding performance. The prosperity of new energy vehicle market has also led to the development of automotive battery field. Weilai automobile, BAIC new energy, Botan technology and ordong new energy have entered the market successively, and the power exchange mode of new energy vehicles will become a trend. -
艾媒咨询|2020年9-10月中国汽车行业运行状况及企业商情双月报告
本报告研究涉及企业/品牌/案例:一汽大众、吉利汽车、特斯拉。
2020年上半年,国家层面和地方政府出台的一系列政策起到了刺激汽车消费的效果,为下半年车市恢复奠定了基础。同时,“金九银十”这个汽车传统销售旺季的到来,加上消费者在经济方面的安全感以及身处的环境现状的改善,都共同驱动了车市销量的增长。数据显示,2020年1-10月,汽车产销1951.9万辆和1969.9万辆,同比下降4.6%和4.7%,降幅与1-9月相比,分别收窄2.1个百分点和2.2个百分点。其中,10月的汽车产销分别达到255.2万辆和257.3万辆,环比增长0.9%和0.31%,同比增长11.0%和12.5%。
In the first half of 2020, a series of policies at the national level and by local governments had the effect of stimulating automobile consumption, laying the foundation for the recovery of the automobile market in the second half of the year. At the same time, the arrival of the "golden nine silver ten" , a traditional automobile sales peak season, coupled with consumers' sense of economic security and the improvement of the current situation in the environment, all together drive the growth of the car market. The figures show that between January and October 2020, car production and sales totaled 19.519 million and 19.699 million units, down 4.6 percent and 4.7 percent from the same period a year earlier. The decrease narrowed by 2.1 percentage points and 2.2 percentage points, respectively, from January to September. Of this total, car production and sales reached 2.552 million and 2.573 million respectively in October, up 0.9 percent and 0.31 percent month-on-month and 11.0 percent and 12.5 percent year-on-year. -
艾媒报告|2019年12月中国汽车行业运行状况及头部企业月度监测报告
本报告研究涉及企业/品牌/案例:上汽集团,广汽集团,北京汽车,吉利汽车,东风汽车,比亚迪,中国重汽,宇通客车,江铃汽车,一汽轿车,金龙汽车,江淮汽车,一汽夏利,一汽大众,上汽大众,东风日产,吉利汽车,上汽通用,上汽通用五菱,长安汽车,长城汽车,北京现代,东风本田,北汽EU系列,北汽EC系列,宝骏新能源,奔腾B30 EV,Aion S,奇瑞eQ,荣威Ei5,朗逸BEV,启辰D60 EV,宝马5系 PHEV,哈弗H6,CS75,博越,途观,探岳,比亚迪宋,荣威RX5,CR-V,哈弗M6,途岳,五菱宏光,别克GL8,宝骏730,宝骏RM-5,宝骏360,风行,ELYSION,奥德赛,G10,风光330,轩逸,朗逸,速腾,宝来,卡罗拉,帕萨特,桑特纳,英朗,雷凌,北汽EU系列
艾媒咨询分析师统计发现,综合来看,尽管2019年乘用车车型较往年产量下降,就12月份而言,中国乘用车产量高于去年同期水平。但是,2019年12月中国汽车投诉数据1400条,同比增长216%,环比增加67.4%。被投诉汽车中,一半以上是中系汽车(52.94%);其中发动机和传动系是受到投诉最多的两类问题。艾媒咨询分析师认为,加强汽车及其售后服务质量,是在当前推动汽车销售的必要举措。
iiMedia Research found that, overall, although passenger car models in 2019 were lower than in previous years, in terms of December, China's passenger car output was higher than the same period last year. However, in December 2019, there were 1,400 data on China's automobile complaints, a year-on-year increase of 216% and a month-on-month increase of 67.4%. Among the complained cars, more than half were mid-range cars (52.94%); of which, the engine and drive train were the two most complained types. Ai Media Consulting analysts believe that strengthening the quality of automobiles and their after-sales services is a necessary measure to promote automobile sales at present. -
艾媒报告|2020年1月中国汽车行业运行状况及企业商情月度报告
本报告研究涉及企业/品牌/案例:吉利汽车,特斯拉;其他提及企业/品牌:起亚汽车,凯迪拉克,沃尔沃,cruise,滴滴智通,奇瑞,比亚迪,斯柯达,上汽大众,奇瑞汽车,一汽大众,上汽通用五菱,广汽丰田,蔚来汽车,东风雷诺,江铃汽车,宝沃汽车,斯巴鲁汽车,长安铃木,捷豹汽车,君马汽车,现代汽车,奥迪汽车,力帆汽车,铃木汽车,长安福特,长安马自达,长安汽车,欧尚,一汽丰田,一汽红旗,一汽轿车,吉利新能源,上汽通用,上汽通用五菱,广汽菲克,广汽本田,广汽三菱,广汽乘用车,上汽乘用车,上汽大通,北汽新能源,长城欧拉,蔚来,江淮汽车,上汽通用五菱新能源,奇瑞新能源,小鹏汽车
2020年春节较往年早至,春节前时间短,不少消费者有延后购买汽车的打算;同时春节假期为汽车销售真空期,车市1月销量相对惨淡。从各项数据来看,2020年1月中国汽车销量194.10万辆,环比下降26.98%;同比下降18.00%,各类车型的产量、销量均出现环比下降现象。
The 2020 Spring Festival arrives earlier than in previous years. The time before the Spring Festival is short, and a large number of consumers have the intention to delay the purchase of cars. At the same time, the Spring Festival holiday is a vacuum period for car sales, and the car market sales in January are relatively bleak. From the data point of view, in January 2020, China's auto sales were 1.941 million, a 26.98% decrease from the previous month; after that, it decreased by 18.00%. The output and sales of various types of vehicles all showed a decrease from the previous month. -
艾媒报告|2020-2024年中国润滑油行业市场需求预测与投资战略规划报告
本报告研究涉及企业/品牌/案例:中国石油,埃克森美孚,广西北海玉柴马石油高级润滑油有限公司,青岛康普顿科技股份有限公司,江苏龙蟠科技股份有限公司,西安石油大佳润实业有限公司,路路达润滑油(无锡)有限公司,卡松科技股份有限公司,福建莱克石化有限公司,上海高桥加德士润滑油有限公司,出光润滑油(中国)有限公司,石家庄中石鑫达润滑油有限公司,德国福斯集团,雪佛龙公司,韩国SK株式会社
润滑油行业的产业链相对完善,分为上游的石油初级炼制行业和添加剂行业,中游的润滑油制造,下游的汽车工业、船舶制造、工程机械、能源化工等润滑油应用行业。根据2013-2018年的数据看,中国润滑油行业的工业总产值与GDP增长情况基本保持一致。艾媒咨询分析师认为,随着国家对环境的关注度提高(如国六排放标准),发动机技术的进步、延长发动机油换油期、降低对尾气处理装置及对排放影响、提高燃油经济性以及进一步严格的环保法规,都将继续推动车用润滑油质量的发展。未来润滑油行业的竞争将逐步摒弃低端的价格竞争,变为产品和品牌的竞争,客户的需求逐渐向定制化、精细化转化,给润滑油企业带来了技术服务能力的新挑战。
The industrial chain of the lubricant industry is relatively complete, divided into the upstream petroleum refining industry and the additive industry, the lubricant manufacturing in the middle reaches, the downstream automotive industry, shipbuilding, engineering machinery, energy and chemical industries. According to the data of 2013-2018, the industrial output value of China's lubricant industry is basically consistent with GDP growth. Ai Media Consulting analysts believe that as the country's attention to the environment (such as the national six emission standards), engine technology advances, extend the engine oil change period, reduce the impact on the exhaust gas treatment device and emissions, improve fuel economy As well as further strict environmental regulations, the quality of automotive lubricants will continue to be promoted. In the future, the competition in the lubricant industry will gradually abandon the low-end price competition and become the competition of products and brands. The customer's demand will gradually be customized and refined, bringing new challenges to the lubricant service enterprises. -
艾媒报告 |2019-2021年中国汽车定制改装产业现状剖析及发展前景分析报告
本报告研究涉及企业/品牌/案例:上汽集团,华域汽车,比亚迪,均胜电子,长安汽车,长安B,长城汽车,福田汽车,江淮汽车,广汽集团,大众公司,丰田汽车,戴姆勒股份有限公司,福特汽车,本田汽车,宝马集团,东风汽车,尼桑汽车,猎豹汽车,海马汽车,奇瑞汽车,现代,雷诺
2018年,中国私人汽车拥有量超过2亿,同比增长12.0%。个性化消费方式推动汽车定制改装产业发展。2016年中国中产阶层占成年人口的21.1%,他们最关注的消费领域是汽车及汽车用品。面对巨大的汽车定制改装产业市场潜力,上汽大通推出C2B智能模式,长安汽车推出C2M模式,通过搭建产业链条,力求以数据化平台连接汽车用户与厂商。iiMedia Research(艾媒咨询)调研发现,目前汽车定制改装普及程度较低,仅有56.5%的网民听说过汽车定制,仅有2%的用户购买过定制汽车。艾媒咨询分析师认为,目前中国正处在汽车定制产业的起步发展阶段,能够基本满足消费者的浅层定制,而对汽车定制规模化生产程度不高,有待进一步向分散化生产方向发展,以满足用户完全自由定制需求。
In 2018, China's private car ownership exceeded 200 million, up 12.0% year-on-year. Personalized consumption mode to promote the development of automotive custom modification industry. China's middle class accounted for 21.1% of the adult population in 2016, with the most important consumer areas being cars and automotive supplies. Facing the huge market potential of automotive custom modification industry, SAIC Chase launched the C2B intelligent mode, Changan Automobile launched the C2M model, by building the industrial chain, and strive to connect automotive users and manufacturers with a data-based platform. IiMedia Research research found that the current popularity of car customization modificationist is low, only 56.5% of netizens have heard of car customization, only 2% of users have purchased custom cars. Ai media consulting analysts believe that China is currently in the initial stage of automotive customization industry development, can basically meet the consumer's shallow customization, and the scale of production of automotive customization is not high, to further develop to decentralized production direction to meet the user's completely free customization needs.
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