1. Overview
(1) Local area:
The diesel engine is the preferred power source for a large number of road and non-road mobile machinery. The previous configuration on fixed occasions has been replaced by a motor. In the tightening of emission control, the diesel engine, as a comprehensive carrier of a series of high and new technologies, as a modern, most efficient thermal machine that converts chemical energy from fossil resources to mechanical energy, will continue to be an indispensable tool for the people on the road to modernization.
The peak production and sales of the second and third cylinders were 2010, followed by 286,000 units and 134,000 units, a total of 420,000 units, a total of 85,000 units in 2017, a total of 63,000 units in 2018, a total of 49,000 units in 2019, a two-cylinder engine leader The enterprise Lijia is out of the game, and the leading three-cylinder engine company Laidong recognizes that the dieselization of microcars is hovering at zero, so the diesel engine is basically a collection area of various varieties of single-cylinder, four-cylinder and six-cylinder.
(2) Single cylinder diesel engine:
The start model of the diesel engine is effective for people's livelihood, starting in the irrigation and drainage operations. The related industries in China, such as Changchai and Huafeng, which are more than 100 years old, and quasi-century Huafeng, as well as the past 100 years of Shangchai and Xichai, show that they are attached to "Sannong" Modernization, adjustment is an eternal normal, close to the needs of the "three rural", with the development of "three rural" at home and abroad, in the special journey of new features, there is more room for irreplaceable positions.
According to industry branch statistics, the main 35 member companies of single-cylinder diesel engines accounted for 4,295,845 units in 2017, 3,872,782 units in 2018, three companies were not included in the statistics in 2019, and the remaining 32 companies accounted for 34,12,670 units.
China is not only the largest producer of single-cylinder diesel engines in the world, but also a major exporter. Among the above 35 industry statistical objects, 31 companies have achieved CKD and SKD export performance over the years. In 2018, the total export volume was 1,622,587 units, 1,566,662 units year-on-year, an increase of 3.57%. In 2019, the total export volume was 1,560,288 units, a year-on-year decrease of 3.84%, which accounted for the total number of statistical enterprises in the same year: 43.5% in 2018 and 45.7% in 2019. Coupled with the export of non-member companies, the export of single-cylinder diesel engines in 2019 has reached nearly 2 million units, making it a highly extroverted product.
(3) Four- and six-cylinder diesel engines:
Four and six-cylinder diesel engines are respectively equipped with commercial trucks with a total mass of 4.5 tons or less; commercial passenger cars with 19 seats or more; medium and large tractors with 100 horsepower or less, and grain feeds with a feed volume of 7 kg / s or more Harvester, 5 rows and below corn combine harvester, 20t and below excavator, ZL30 and below or above loader, 100 horsepower and below or above bulldozer. In addition, there are a large number of popular products such as passenger cars adapted to 4-cylinder machines, rice combiners, and internal combustion forklifts. These packages are the main OEM packages, and because of their huge social holdings, they have become a space for exploring the after-sales market. The relevant information is more complete because of the relevant industry associations.
The multi-cylinder diesel engine branch will track 29 companies that have been stable since 2013, of which 14 also produce 6 cylinders, but the branch only counts the production and sales of 29 secondary, three, and two cylinder diesel engines. In 2017, it calculated 2865789 units, in 2018 it calculated 2782330 units, and in 2019 it calculated 2963701 units. As mentioned earlier, the proportion of two- and three-cylinder engines in the past three years has been 2.20% from 3.22% in 2017 to 2.20% in 2018, and only 1.65% in 2019, so the above industry statistics are basically the dynamics of four-cylinder engines.
The six-cylinder diesel engine industry sold 1921629 units in 2017, 1832245 units in 2018, and 1806340 units in 2019 (for Weichai, Yuchai, Dongfeng, Sinotruk, Xichai, Fukang, Hive, Dongshang, Hangfa, Hong Statistics of 18 enterprises in Yan, Dalian, Guangxi, Luotuo, Lovol, Chaochai, Xidong, Quanchai and Shangchai).
The total annual diesel engine sales for the above are 9083263 units in 2017, 8243357 units in 2018, and 8182711 units in 2019.
2. OEM supporting seminar
(1) Automotive market
1. For single-cylinder vehicles
Shifeng and Wuzheng, major manufacturers of three-wheeled vehicles, have launched SM and 3MX respectively for the use of sanitation, watering, and sewage suction. The three-wheeled diesel motorcycles for engineering sanitation, sprinklers and trucks with engineering plastic bodies have promoted different varieties and reached the standards according to different standards. The three-wheeled vehicles under management and the three-wheeled diesel motorcycles coexist and have a win-win situation. In 2018, three-wheeled vehicles will be equipped with 626,233 units, and 2019 with 631,629 units, which will account for 16.7% and 18.5% of the total number of statistics in turn. It has also become the largest OEM supporting market for single-cylinder diesel engines.
2. For multi-cylinder vehicles
The four-cylinder engine is a light diesel cargo bus adaptable power. According to the current classification, it is a freight car with a total mass of ≤4.5 tons (formerly called light trucks and non-complete vehicles) and a passenger car with a length of ≤7 meters (formerly called ≤19 passenger cars, including non-complete Car) Adapt the power, see Table 1 for details.
The total volume of passenger cars (sedans, SUVs, MPVs, and crossovers) in 2018 and 2019 was 23,529,423 and 25,720,665 respectively, and the dieselization rate was only 0.24% and 0.33%, like micro-cars. It is definitely not a potential market for multi-cylinder diesel engines.
In 2019, four-cylinder diesel engines are equipped with light trucks and non-complete vehicles with a total mass of ≤4.5 tons. The total supporting equipment is 1.39 million units as in 2018, maintaining a steady and slight upward trend.
In 2019, the total supporting capacity of 19-seat and below light-duty passenger cars and non-complete vehicles for four-cylinder diesel engines is the same as that of 2018, which is 250,000 units, maintaining a steady and slight decline.
In the past three years, the proportion of the four-cylinder locomotive equipment used in the total statistics has dropped from 62.4% to 59.3%, but the total has increased from 1.729 million units to 1.759 million units, indicating that vehicles are still the main market for four-cylinder diesel engines.
The six-cylinder vehicle is equipped with heavy trucks and non-complete vehicles, semi-trailer tractors, large passenger cars and non-complete vehicles, medium trucks and non-complete vehicles, medium passenger cars and non-complete vehicles. This classification inevitably overlaps with the current total mass of vehicles. The ratio of the load mass to the total mass is also different. In order to comply with the interface of the previous heavy, medium, light, and micro classifications, the total mass of trucks is Q (t) tonnage. The numbers are divided into Q> 12t for heavy duty, 4.5t <Q≤12t for medium duty, 1.8t <Q≤4.5t for light duty, and Q≤1.8t for miniature. The semi-trailer tractors and non-integrated trucks before modification in the category of trucks are included in the above classification in the actual carrying state. For passenger cars, 10 to 19 seats are light passengers, 20 to 29 seats are medium passengers, and more than 30 seats are large passengers. After the non-complete bus modification is completed, they are also included in the above classification.
The diesel vehicles equipped with the above six cylinders are 1,479,676 units in 2019, and 1,331,181 units in 2018, up 11.15% year-on-year.
To sum up, the number of multi-cylinder diesel engines for vehicles (excluding multi-cylinder engines without other fuels) was 30,537,3 units in 2018 and 3,238,455 units in 2019, up 6.04% year-on-year.
(2) Construction machinery market
Since the beginning of this century, the social ownership of construction machinery has exceeded 6.12 million units, of which the excavator has exceeded 1.42 million units, and the loader and forklift each exceed 1.7 million units. In addition, the lack of a "two mobile phone" elimination mechanism has caused these factors The production and sales of the machinery industry continue to operate at a low level, and they are on the road to recovery after 2018.
Four-cylinder machine weight: internal combustion forklift (309704, 316058 in 2019 and 2018, the same below), ≤20t excavator (118243 and 116090), ≤ZL30 loader (28063 and 32907), <100 horsepower Bulldozers (81 and 77). The above totaled 456,091 units in 2019, accounting for 15.4% of the total statistics, and in 2018, 465,132 units, accounting for 16.7% of the total statistics. (In 2018, 2019, 597077 and 501564 industrial vehicles were counted).
The six-cylinder machine is equipped with> 20t excavator,> ZL30 loader,> 100 horsepower bulldozer, in 2018, 2019, respectively, in sequence, total, the proportion of the total: 87336, 85904, 7523, 180763, 6.5% and 75363, 95552 , 5734, 176649, 6.0%.
In addition to the above-mentioned excavators, loaders, bulldozers, and industrial vehicles, the construction machinery industry also has road rollers (18,376 units sold in 2018), truck cranes (32,278 units in 2018), truck-mounted cranes (14,084 units in 2018), and motor graders (2018 (5,261 units per year), pavers (2319 units in 2018), a total of 9 categories, 999,401 units were written off in 2018, and diesel engines are also included in the above-mentioned types of industrial machines. Due to the lack of statistics, the total is 72318 units, accounting for The total amount for the year was 7.23%. The proportion of 72318 units in the four-cylinder: rollers account for about 60%, truck cranes 20-25t account for 2/3, truck-mounted cranes <8t account for 30%, and motor graders <130 horsepower account for about 8%. According to this, 72318 Taichung in 2018 Among the four-cylinder machines, about 47212, there are about 25106 six-cylinders.
In summary, among the construction machinery, the four-cylinder machine absorbed about 513,000 units in 2018, about 503,000 units in 2019, and the six-cylinder machine was about 206,000 units in 2018, about 202,000 units in 2019, totaling 719,000 units, 705,000 units.
