According to the latest issue of China Automotive Industry Association's "China Automotive Industry Production and Marketing Newsletter", in the first quarter of 2015, both automobile production and sales exceeded 6 million units. The specific production and sales figures were 6,021,600 and 6,153,300, respectively, up 5.3% and 3.9 respectively. %, the overall production and sales of automobiles are in a high-level development. Among them, the production and sales of passenger cars were 5,310,100 and 5,305,100, respectively, up 10.7% and 9% year-on-year; the production and sales of commercial vehicles were 891,500 and 847,900, respectively, down 18.4% and 19.5%, respectively, of which 20 The decline in production and sales of more than % is the main reason for the poor data of commercial vehicles.

Huge demand guarantees market roots

In the automotive engine market, in March 2015, 63 automobile engine companies, including statistics, produced and sold engines of 2.0263 million units and 201.21 million units, a substantial increase of 47.02% and 41.72% from February, compared with 2014. In March, the growth rate was 1.78% and 1.19% respectively. Since this year's Spring Festival holiday all fell within the month of February, the production and sales of vehicle engines in March increased by a large margin, and the year-on-year growth was normal. As for the cumulative situation in the first quarter from January to March, the production and sales of vehicle engines were 5,512,700 units and 5,442,800 units, up 3.67% and 1.58% respectively, and the production growth rate was below 5%, indicating the overall market. The total amount supported by the huge demand did not decline due to the sluggishness of commercial vehicles.

In terms of production statistics, in the first quarter of 2015, a total of 63 vehicle engine companies, FAW-Volkswagen, SAIC-GM-Wuling, Shanghai Volkswagen Powertrain, Chongqing Changan, Shanghai GM Dongyue Powertrain, Great Wall Motor Co., Beijing Hyundai , Shenlong, Changan Ford, Shenyang Aerospace Mitsubishi, Dongfeng Nissan Passenger Vehicle, Shanghai GM, Chery, Geely Holding and Liuzhou Wuling Liuji, ranked in the top 15 in the cumulative production. Judging from the situation of the top 15 companies, the commercial vehicle diesel engine enterprises that have basically appeared in this list have disappeared from the list due to the continuous downturn and embarrassment in the past one or two years.

In terms of production scale, the number of enterprises with an average monthly production capacity of more than 10,000 units in the first quarter of 2015 was 43; the number of enterprises with an average monthly production capacity of 20,000 or more was 31; the average monthly production volume reached 30,000 or more. There are 23 enterprises; the number of enterprises with an average monthly production capacity of 40,000 or more is 14; and the number of enterprises with an average monthly production capacity of 50,000 or more is 10. Overall, the number of entrepreneurs at all levels is not much different from that of the previous year. The status of gasoline engine-based passenger vehicle engine companies is significantly better than that of diesel-based commercial vehicle engine companies.

In terms of production concentration, the production concentration of the top five companies in production volume was 31.80%, which was lower than the mid-year ratio of the previous year; the production concentration of the top 12 enterprises was 53.86%, which is higher than the previous year. A slight increase in the medium term. Because of only three months of production data, this concentration of production does not fully reflect the final situation of the dominant group of companies.

Diesel engine: lighter than medium and heavy

In terms of diesel engines for vehicles, in the month of March 2015, 21 diesel engine companies included in the statistics completed 289,300 units and 298,200 units respectively, a substantial increase of 45.18% and 59.67% respectively, a year-on-year decrease of 29.09% and 30.15% respectively. . Compared with the same period of the previous year, the diesel engine market in March fell by nearly 30% in a single month. The cumulative production and sales volume of diesel engines in the first quarter was 771,800 units and 738,300 units, respectively, a significant drop of 25.50% and 25.63% respectively.

Specifically, there are 9 companies in the diesel engine industry with an average monthly production capacity of more than 10,000 units in the first half of the year, maintaining the level of more than a year. In the case of a decline in the diesel engine production enterprises in the middle of two consecutive years, the overall production of diesel engines is barely able to maintain a certain height. If the production is still sorted according to the previous 12 diesel engine companies, the sequence is: Anhui Quanchai, FAW Group, Guangxi Yuchai, Kunming Yunnei, Jiangling Holdings, Weichai Holding Group, Beiqi Foton, Dongfeng Motor Co., Ltd. Shandong Huayuan Laidong, China National Heavy Duty Truck, Great Wall Motor Co., Ltd. and Anhui Jianghuai. Compared with the past, the situation of medium and heavy-duty diesel engines has been basically broken. Several companies with light diesel engines have been upgraded, and Guangxi Yuchai, which ranks first in the past year, ranks third. Bit. Among the diesel engine enterprises, there are only four companies with a cumulative growth rate of 16 companies with a cumulative production capacity of more than 10,000 units in the first quarter of this year, namely Beiqi Futian (29.08%) and Jiangling Holdings (9.37%). Nanjing Iveco (5.87%) and Qingling (1.41%); there are 6 companies with a cumulative year-on-year decline of more than 25%, namely Dongfeng Chaochai (-58.15%), Weichai Holding (-57.50%), Guangxi Yuchai (-36.65%), Shandong Huayuan Laidong (-34.58%), FAW Group (-32.30%) and Anhui Quanchai (-29.20%); the cumulative production of several other companies is also compared with the same period last year. There are varying degrees of decline.

Gasoline engine: continue to take on the heavy responsibility

In terms of gasoline engines for vehicles, in the month of March, the 47 gasoline engine enterprises included in the statistics completed the production and sales of 1,772,500 units and 1,171,900 units respectively, a substantial increase of 47.34% and an increase of 38.96% respectively, up 9.82% and 9.99% respectively. The cumulative production and sales volume of gasoline engines in the first half of the year was 4,734,200 units and 4,469,700 units, an increase of 10.88% and 7.92% respectively. This year, the gasoline engine market of the vehicle still has a growth rate of more than 7.5% over the same period of the previous year, indicating that the overall passenger vehicle market is still in a healthy and rapid development.

Among the gasoline engine enterprises, among the 34 enterprises with a large average monthly production volume in the first quarter of this year (more than 10,000 units), the cumulative growth has been large (accumulated growth rate of more than 20%): Chongqing Pan'an Huaihai Power (81.66) %), Beijing Benz (71.39%), Chery (70.32%), Changan Ford (67.75%), Anhui Jianghuai (65.30%), Harbin Dongan Automobile Engine (56.20%), Shanghai GM (48.70%), Geely Holdings (47.24) %), BYD (45.25%), Great Wall Motor (35.92%), SAIC-GM-Wuling (20.61%) and Harbin Dongan Automobile Power (20.09%); the cumulative year-on-year decline (up to 15%) is: Mianyang Xinchen Power (-41.61%), Shanghai Volkswagen (-36.01%), Shanghai GM Dongyue Powertrain (-26.89%), FAW Car (-18.74%) and Dongfeng Honda (-18.57%).

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