In 2011, the diesel engine showed a "heavy" decline and a "light" pattern.

In 2011, China's auto industry entered the adjusted year after the relevant preferential policies were withdrawn. The total production and sales volume reached 18.8419 million units and 18.5051 million units, respectively. The growth in production and sales was 0.84% ​​and 2.45% respectively, which was the lowest in 13 years.

Compared with the entire vehicle downturn, the engine market performance is even less satisfactory. According to statistics released by the China Association of Automobile Manufacturers on the latest "China's auto industry production and sales news", in 2011, 56 automotive engine companies that were included in the statistical scope, accumulatively produced 16.9171 million engines, accumulatively sold 179.714 million engines, and 2010. This compares with a decrease of 1.21% and 0.26% respectively. This growth rate is lower than the overall automobile production and sales growth of 2.05 and 2.71 percentage points respectively.

From another set of data, the year-on-year growth rate of the production and sales volume of motor vehicles in 2011 measured in kilowatts was -3.64% and -3.39% respectively. This figure was 2.43 percentage points lower than the growth rate according to Taiwan statistics and 3.13 respectively. percentage point. Although the SUV, MPV, and crossover passenger vehicles are hard to sell at the passenger car market, after balancing the commercial vehicle market, it can be assumed that the slump in the truck market, especially the heavy truck market, is driven by kilowatts ( The engine power) is the reason for the lower market growth rate. If there is no equilibrium in the passenger car market, the contrast will be even greater.

The diesel engine is "heavy" and "light" pattern

Divided by type of fuel, in 2011, the number of diesel engines completed 3.5886 million units and 3.7529 million units respectively, which was a decrease of 9.11% and 5.89% year-on-year, respectively, a sharp drop of 34.14 and 36.25 percentage points compared with the growth rate of the same period of the previous year. . From the overall performance of diesel engine companies, of the 23 diesel engine companies included in the 2011 statistics, 6 companies have accumulated production of more than 200,000 units (1 less than the previous year), and the cumulative output has exceeded 100,000 units. There are 13 companies (2 more than in the previous year), and 15 companies have accumulated production of more than 50,000 units (one more than in the previous year).

Judging from the cumulative production volume, Guangxi Yuchai, FAW Group, Anhui Quanchai, Weichai Holdings, Dongfeng Motor, Kunming Yunnei and Jiangling Holdings rank among the top seven, among which Anhui Quanchai and Kunming, which mainly produce light-duty diesel engines. Yunnei and Jiangling Holdings have improved their rankings, while Weifang, which mainly produces heavy-duty diesel engines, has dropped by one place. The most obvious change outside the top 7 is that China National Heavy Duty Truck, which had been ranked in the top 7 for the first time, fell to 12th place in 2011; and the other 7 cars outside the top 7 were Beiqi Futian and Weichai Power, Yangchai, Several companies such as Great Wall Motors and Qingling Group, which mainly produce light-duty diesel engines, performed well.

Among the top seven companies, the production concentration of the top five manufacturers was 56.02%, which was a decrease of 3.43 percentage points from the previous year; the production concentration of the top seven manufacturers was 67.46%, a decrease of 3.59% from the previous year. If we then select Dongfeng Chaochai and Shandong Huayuan Laidong to do the statistics for the two companies, the production concentration of the top nine companies can reach 77.16%, a decrease of 3.71 percentage points from the previous year. In the case where the total number of diesel engine production enterprises does not increase but decreases, the production concentration in the three stop segments continues to decline for two consecutive years, which fully shows the changes in the market structure of the heavy (type) decline light (type).

In the specific performance of diesel engine companies, although Guangxi Yuchai declined again on the basis of the decline in the previous year, it still topped the list with a total output of 621,200 units. Large-scale enterprises (annual output higher than 50,000 units), Beiqi Foton (annual growth rate 79.55%), Qingling (36.44%), Great Wall Motor (23.99%) and Weichai Power Yangchai (13.21%) The performance was relatively good; China Heavy Gas (-43.11%), FAW Group (-24.54%), and Dongfeng Chaochai (-21.06%) showed a large negative growth.