In November 2019, the internal combustion engine industry grew by over 11% month on month and year-on-year

According to the "China Internal Combustion Engine Industry Sales Monthly Report" by the China Internal Combustion Engine Industry Association, in November, the overall sales of internal combustion engines in China were better than in October, continuing to maintain a recovery trend, with a month on month and year-on-year growth of over 11%; Among them, the month on month growth rate of diesel engines and gasoline engines exceeded 16%, and the year-on-year growth rate exceeded 11%. From January to November, the decline in sales of internal combustion engines continued to narrow, rising from -11.29% to -9.23%, still operating in a negative growth state. The main reason for this is the comprehensive growth of the terminal market, the overall recovery of the automobile market, the continuous recovery of the passenger car and motorcycle markets, and the continued good growth momentum of the commercial vehicle, engineering machinery, and landscaping machinery markets. However, due to a large sales gap in the early stage, the cumulative sales are still in a negative growth state. The impact of trade frictions continues, and the risk of economic downturn in the industry still exists. Large enterprises in the industry have strong risk resistance capabilities and high weights, and the overall operation of the industry economy remains basically stable.

Overall sales overview:

In November, the sales of internal combustion engines reached 4.6471 million units, a month on month increase of 17.11% and a year-on-year increase of 11.88%; The power output reached 253.6337 million kilowatts, a month on month increase of 12.82% and a year-on-year increase of 15.67%;

The cumulative sales of internal combustion engines from January to November were 42.6193 million units, a year-on-year increase of 9.23%. The cumulative power has reached 2192.2694 million kilowatts, a year-on-year increase of -6.36%.

By fuel type: In November, within the categories of diesel and gasoline, diesel and gasoline engines saw a month on month increase of approximately 17%; Compared with the same period last year, the growth rate of diesel and gasoline engines was around 12%. Specifically, compared to the previous month, diesel engines increased by 17.33% and gasoline engines increased by 16.98%; Compared with the same period last year, diesel engines increased by 12.49% year-on-year, and gasoline engines increased by 11.67% year-on-year. In November, diesel internal combustion engines sold 509900 units and gasoline internal combustion engines sold 4.1316 million units.

The cumulative sales of diesel engines from January to November were 4.9056 million units, a year-on-year increase of 0.49%; The cumulative sales of gasoline engines reached 37.6897 million units, a year-on-year increase of -10.41%.

Market usage situation: In November, compared with the previous month, in the comparable caliber of the market usage, except for the internal combustion engine for general use, which decreased by 4.13% month on month, all other classified uses showed rapid growth, with a growth range of 10% to 65%. Specifically, passenger car usage increased by 10.16% month on month, while commercial vehicle usage, motorcycle usage, and construction machinery usage increased by 15.8% to 17.8% month on month; The use of marine machinery, agricultural machinery, and garden machinery increased by 23.1% to 48.1% month on month; The highest month on month growth in the use of generator sets was 65.25%.

Compared with the same period last year, the use of agricultural machinery, generator sets, and general machinery decreased year-on-year, while other classified uses increased year-on-year. Specifically, commercial vehicle usage increased by 26.61% year-on-year; The year-on-year growth of construction machinery and garden machinery increased by 23.08% to 23.35%; Passenger car and motorcycle usage increased by 10.6% to 17.6% year-on-year; Marine machinery usage remained relatively stable with a growth rate of 1.70%; Agricultural machinery usage increased by 4.78% year-on-year; The usage of generator sets increased by 27.44% year-on-year; The year-on-year growth of mobile phone usage was -37.59%. In November, there were 2.0111 million units sold for passenger cars, 333000 units sold for commercial vehicles, 82200 units sold for construction machinery, 293000 units sold for agricultural machinery, 0.22 million units sold for ships, 97200 units sold for generator sets, 241700 units sold for landscaping machinery, 1.5664 million units sold for motorcycles, and 20300 units sold for general use.

1-11月累计销量各分类用途除船用、商用车用外均为同比负增长。具体为：商用车用同比增长4.92%;船用同比增长3.67%;工程机械用、摩托车用、农业机械用、园林机械用同比增长-0.10%～-9.90%，乘用车用、通机用同比增长在-11.80%～-14.50%，发电机组用同比增长-33.46%。1-11月，乘用车用累计销量1724.48万台、商用车累计销量288.94万台、工程机械用累计销量77.46万台、农业机械用累计销量305.55万台、船用累计销量2.39万台、发电机组用累计销量102.52万台、园林机械用累计销量199.35万台、摩托车用累计销量1531.99万台、通机用累计销量29.24万台。

主要品种按单、多缸分用途情况：

主要配套于农业机械的单缸柴油机，11月销量环比大幅增长，同比均下降，累计销量与去年相比小幅下降。11月，单缸柴油机销售8.11万台，环比增长30.35%，同比增长-9.11%;累计销量87.04万台，同比增长-2.56%。排名靠前的五家企业为：常柴、智慧农业、三环、四方、金飞鱼。其中配套于农业机械的11月销量7.84万台，环比增长29.42%，同比增长-9.24%，累计销量84.28万台，同比增长-2.31%。

11月商用车产销继续保持较好的增长势头，受其影响，配套商用车市场达61.67%的多缸柴油机销量有所改善。11月多缸柴油机市场销量环比、同比均较快增长，累计销量较上年略有增长。11月，多缸柴油机企业共销售42.88万台，环比增长15.15%，同比增长17.79%，累计销量403.53万台，同比增长1.17%。分企业看，潍柴、玉柴、云内、全柴、江铃、锡柴、福康、新柴、东康、蜂巢动力前十名销量占总销量的73.59%，前十集中度较上月(73.40 %)略有增长;市场份额占比中：潍柴17.67%;玉柴9.80%;云内、全柴、江铃、锡柴6.21%～8.87%，福康、新柴5.06%～5.15%;东康、蜂巢动力2.66%～4.12%。

11月，商用车用多缸柴油机销量28.43万台，环比增长17.78%，同比增长18.92%，累计销量248.89万台，同比增长0.33%。销量前十的为潍柴、江铃、玉柴、云内、福康、锡柴、全柴、东康、重汽、杭发，其前十名销量占总销量82.01%;潍柴在商用车用多缸柴油机市场份额中领先，占比19.20%，其后依次为江铃10.67%，玉柴10.21%，云内、福康、锡柴占比为8.01%～9.35%;全柴、东康、重汽、杭发占比为2.56%～5.44%。

基础建设平稳增长，拉动了工程机械持续向好。用于工程机械(21家)配套的多缸柴油机占比17.70%， 11月销量7.27万台，环比增长9.48%，同比增长18.35%，累计销量71.42万台，同比增长0.72%。销量前十的为新柴、潍柴、云内、全柴、玉柴、卡特彼勒、东康、广康、锡柴、上柴。其前十名销量占其总销量95.18%。

11月，乘用车市场产销继续小幅回暖，同比降幅继续收窄。主要配套乘用车市场的多缸汽油机市场下行压力仍较大。受其影响多缸汽油机11月销量环比、同比均小幅增长。11月销售204.03万台，环比增长10.06%，同比增长11.59%，累计销量1749.05万台，同比增长-11.16%。在55家多缸汽油机企业中一汽大众、上通五菱、上海大众动力总成等十家销量排在前列，其总体销量占行业销量的59.17%。累计销量前十的企业中，上通武汉、蜂巢动力、东本汽车、东本发动机同比销量为正增长，其余均呈现不同程度降幅，总体降幅较上月均有所收窄。乘用车用在多缸汽油机占比为97.71%，11月销售199.35万台，环比增长10.29%，同比增长10.63%，累计销量1709.02万台，同比增长-11.86%。

贸易摩擦影响持续，主要做进出口贸易的小汽油机形势严峻。在可比较的口径中，11月销量环比大幅增长、同比小幅增长，累计销量同比降幅仍较大。11月销售64.79万台，环比增长62.31%，同比增长5.26%;1-11月累计销量579.37万台，同比增长-17.51%。销量前五名企业为隆鑫、华盛、润通、力帆内燃机、智慧农业。在园林机械配套中，11月，销售24.17万台，环比增长48.09%，同比增长23.08%。1-11月累计销量199.35万台，同比增长-9.90%;在农业机械中，11月销量18.31万台，环比增长47.57%，同比增长-5.57%;1-11月累计销量176.95万台，同比增长-14.94%。

信息来源：中内协会数据

Editor He Yang of this website/Organizing