據中國汽車工業協(xie)會統(tong)計分析,2018年(nian)4月,汽(qi)車產銷(xiao)環比(bi)(bi)有所(suo)下(xia)降,同(tong)比(bi)(bi)呈較快增長。1-4月,與(yu)1-3月相比(bi)(bi),汽(qi)車產量(liang)同(tong)比(bi)(bi)結束下(xia)降,呈小幅增長,銷(xiao)量(liang)增速有所(suo)提升。具體分析如下(xia):
1.汽車情況
⑴. 汽車產銷同(tong)比(bi)增速較快
4月,汽車(che)產銷(xiao)比(bi)(bi)上年(nian)同期呈現兩位數(shu)增(zeng)長(chang)。當(dang)月汽車(che)產銷(xiao)分別(bie)完(wan)成239.7萬輛和(he)231.9萬輛,產銷(xiao)量比(bi)(bi)上月分別(bie)下(xia)降8.8%和(he)12.7%,比(bi)(bi)上年(nian)同期分別(bie)增(zeng)長(chang)12.3%和(he)11.5%。本月汽車(che)產銷(xiao)比(bi)(bi)上年(nian)同期增(zeng)速較快與(yu)上年(nian)同期基數(shu)較低有一(yi)定關系。
1-4月,汽車產銷分別(bie)完成(cheng)942萬輛和950.1萬輛,產銷量比上年同(tong)期分別(bie)增長(chang)1.8%和4.8%,銷量增速高(gao)(gao)于上年同(tong)期0.2個百分點,比一季(ji)度增速明(ming)顯提(ti)高(gao)(gao),總體表現良(liang)好。
⑵. 乘用車產銷同比增長明顯
4月(yue),乘(cheng)用車產(chan)銷分(fen)(fen)別(bie)完成200萬輛(liang)和(he)191.4萬輛(liang),比上(shang)(shang)月(yue)分(fen)(fen)別(bie)下降9.1%和(he)11.7%,比上(shang)(shang)年同期(qi)分(fen)(fen)別(bie)增長12.2%和(he)11.2%。產(chan)銷增速略低于(yu)汽車總體0.1和(he)0.3個(ge)百(bai)分(fen)(fen)點(dian),高于(yu)上(shang)(shang)年同期(qi)15.5和(he)14.8個(ge)百(bai)分(fen)(fen)點(dian)。
1-4月,乘用車產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)分(fen)別完成796.9萬(wan)輛(liang)和(he)801.1萬(wan)輛(liang),產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)量(liang)比(bi)上(shang)(shang)(shang)年(nian)同期(qi)分(fen)別增(zeng)長(chang)1%和(he)4.5%。乘用車四類車型產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)情況看,轎車產(chan)(chan)量(liang)比(bi)上(shang)(shang)(shang)年(nian)同期(qi)下(xia)降1.7%,銷(xiao)(xiao)(xiao)(xiao)量(liang)增(zeng)長(chang)3.1%;SUV產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)比(bi)上(shang)(shang)(shang)年(nian)同期(qi)分(fen)別增(zeng)長(chang)9.6%和(he)12.9%;MPV產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)比(bi)上(shang)(shang)(shang)年(nian)同期(qi)分(fen)別下(xia)降14.7%和(he)12%;交叉(cha)型乘用車產(chan)(chan)銷(xiao)(xiao)(xiao)(xiao)比(bi)上(shang)(shang)(shang)年(nian)同期(qi)分(fen)別下(xia)降33%和(he)36.9%。
4月,1.6升(sheng)及(ji)(ji)以(yi)下(xia)乘(cheng)用(yong)(yong)車銷售(shou)125.8萬輛(liang),比(bi)(bi)上(shang)年同(tong)期(qi)增(zeng)長9.9%,占(zhan)(zhan)乘(cheng)用(yong)(yong)車銷量比(bi)(bi)重(zhong)為(wei)65.7%,比(bi)(bi)上(shang)年同(tong)期(qi)下(xia)降0.7個(ge)百分點。1-4月,1.6升(sheng)及(ji)(ji)以(yi)下(xia)乘(cheng)用(yong)(yong)車銷售(shou)542.7萬輛(liang),比(bi)(bi)上(shang)年同(tong)期(qi)增(zeng)長1.9%,占(zhan)(zhan)乘(cheng)用(yong)(yong)車銷量比(bi)(bi)重(zhong)為(wei)67.4%,比(bi)(bi)上(shang)年同(tong)期(qi)下(xia)降1.7個(ge)百分點。1.6升(sheng)及(ji)(ji)以(yi)下(xia)中國品牌乘(cheng)用(yong)(yong)車銷售(shou)283.9萬輛(liang),比(bi)(bi)上(shang)年同(tong)期(qi)增(zeng)長5.2%。
⑶. 商用車產銷量保持增(zeng)長
4月,商用(yong)車(che)產(chan)銷保持增(zeng)長。當月商用(yong)車(che)產(chan)銷分(fen)(fen)別完成39.8萬(wan)輛和(he)(he)40.4萬(wan)輛,比上月分(fen)(fen)別下(xia)降(jiang)7.4%和(he)(he)17.1%,比上年同(tong)(tong)期分(fen)(fen)別增(zeng)長12.8%和(he)(he)13%。高(gao)(gao)于汽(qi)車(che)總體(ti)0.5和(he)(he)1.5個(ge)百(bai)分(fen)(fen)點,比上年同(tong)(tong)期分(fen)(fen)別提高(gao)(gao)6.9和(he)(he)7.7個(ge)百(bai)分(fen)(fen)點。
1-4月(yue),商用(yong)車(che)(che)產(chan)銷(xiao)分(fen)別(bie)(bie)完(wan)(wan)成145.1萬輛和(he)(he)(he)149萬輛,產(chan)銷(xiao)量(liang)比(bi)上(shang)(shang)年(nian)(nian)(nian)同(tong)期(qi)分(fen)別(bie)(bie)增長6.4%和(he)(he)(he)6.6%。分(fen)車(che)(che)型(xing)產(chan)銷(xiao)情(qing)況看,客(ke)車(che)(che)產(chan)銷(xiao)分(fen)別(bie)(bie)完(wan)(wan)成14萬輛和(he)(he)(he)13.7萬輛,比(bi)上(shang)(shang)年(nian)(nian)(nian)同(tong)期(qi)分(fen)別(bie)(bie)增長6.4%和(he)(he)(he)4.6%;貨車(che)(che)產(chan)銷(xiao)分(fen)別(bie)(bie)完(wan)(wan)成131.1萬輛和(he)(he)(he)135.3萬輛,產(chan)銷(xiao)量(liang)比(bi)上(shang)(shang)年(nian)(nian)(nian)同(tong)期(qi)分(fen)別(bie)(bie)增長6.4%和(he)(he)(he)6.8%,其中(zhong)半掛牽引車(che)(che)產(chan)銷(xiao)比(bi)上(shang)(shang)年(nian)(nian)(nian)同(tong)期(qi)分(fen)別(bie)(bie)下降22.8%和(he)(he)(he)18%。
⑷. 新能源(yuan)汽車同比高速(su)增長
4月,新能(neng)源汽(qi)(qi)車產銷分別完(wan)(wan)成(cheng)(cheng)8.1萬輛(liang)和8.2萬輛(liang),比(bi)上年同(tong)期(qi)分別增長117.7%和138.4%。其(qi)中純電動汽(qi)(qi)車產銷分別完(wan)(wan)成(cheng)(cheng)6.4萬輛(liang)和6.5萬輛(liang),比(bi)上年同(tong)期(qi)分別增長111.5%和126.8%;插(cha)電式混合動力汽(qi)(qi)車產銷均完(wan)(wan)成(cheng)(cheng)1.7萬輛(liang),比(bi)上年同(tong)期(qi)分別增長143.4%和194.6%。
1-4月,新能源汽(qi)車(che)(che)產(chan)(chan)銷(xiao)分(fen)別完(wan)成23.2萬輛(liang)和(he)22.5萬輛(liang),比(bi)上年同期分(fen)別增(zeng)(zeng)長142.4%和(he)149.2%。其中純電動(dong)(dong)汽(qi)車(che)(che)產(chan)(chan)銷(xiao)分(fen)別完(wan)成17.2萬輛(liang)和(he)16.8萬輛(liang),比(bi)上年同期分(fen)別增(zeng)(zeng)長120.6%和(he)130.5%;插電式混合動(dong)(dong)力汽(qi)車(che)(che)產(chan)(chan)銷(xiao)分(fen)別完(wan)成5.9萬輛(liang)和(he)5.7萬輛(liang),比(bi)上年同期分(fen)別增(zeng)(zeng)長239.6%和(he)226.7%。
⑸. 中(zhong)國品牌乘(cheng)用車市場份額下降
2018年(nian)4月,中(zhong)國(guo)(guo)品(pin)(pin)牌(pai)(pai)乘用車共銷(xiao)售81萬(wan)(wan)輛(liang),同(tong)(tong)(tong)比增(zeng)長10.5%,占乘用車銷(xiao)售總(zong)量(liang)的42.3%,比上年(nian)同(tong)(tong)(tong)期下降(jiang)0.2個百(bai)分(fen)點(dian);其中(zhong):中(zhong)國(guo)(guo)品(pin)(pin)牌(pai)(pai)轎車銷(xiao)售20.5萬(wan)(wan)輛(liang),同(tong)(tong)(tong)比增(zeng)長24.5%,占轎車銷(xiao)售總(zong)量(liang)的22.1%,比上年(nian)同(tong)(tong)(tong)期提升2.4個百(bai)分(fen)點(dian);中(zhong)國(guo)(guo)品(pin)(pin)牌(pai)(pai)SUV銷(xiao)售46.5萬(wan)(wan)輛(liang),同(tong)(tong)(tong)比增(zeng)長18.4%,占SUV銷(xiao)售總(zong)量(liang)的57.4%,與(yu)上年(nian)同(tong)(tong)(tong)期持平;中(zhong)國(guo)(guo)品(pin)(pin)牌(pai)(pai)MPV銷(xiao)售10.1萬(wan)(wan)輛(liang),同(tong)(tong)(tong)比下降(jiang)15.3%,占MPV銷(xiao)售總(zong)量(liang)的73.7%,比上年(nian)同(tong)(tong)(tong)期下降(jiang)9.3個百(bai)分(fen)點(dian)。
1-4月,中(zhong)國品(pin)牌(pai)(pai)乘用車共銷(xiao)(xiao)售(shou)(shou)356.4萬(wan)(wan)輛(liang)(liang),同(tong)(tong)(tong)(tong)比增(zeng)長(chang)(chang)3.2%,占乘用車銷(xiao)(xiao)售(shou)(shou)總量的(de)44.5%,比上年同(tong)(tong)(tong)(tong)期(qi)下(xia)降0.5個(ge)(ge)百(bai)分(fen)點(dian)(dian);其中(zhong):中(zhong)國品(pin)牌(pai)(pai)轎(jiao)車銷(xiao)(xiao)售(shou)(shou)80萬(wan)(wan)輛(liang)(liang),同(tong)(tong)(tong)(tong)比增(zeng)長(chang)(chang)8.7%,占轎(jiao)車銷(xiao)(xiao)售(shou)(shou)總量的(de)21.1%,比上年同(tong)(tong)(tong)(tong)期(qi)提(ti)升(sheng)1.1個(ge)(ge)百(bai)分(fen)點(dian)(dian);中(zhong)國品(pin)牌(pai)(pai)SUV銷(xiao)(xiao)售(shou)(shou)213.7萬(wan)(wan)輛(liang)(liang),同(tong)(tong)(tong)(tong)比增(zeng)長(chang)(chang)13.7%,占SUV銷(xiao)(xiao)售(shou)(shou)總量的(de)61.7%,比上年同(tong)(tong)(tong)(tong)期(qi)提(ti)升(sheng)0.4個(ge)(ge)百(bai)分(fen)點(dian)(dian);中(zhong)國品(pin)牌(pai)(pai)MPV銷(xiao)(xiao)售(shou)(shou)48.5萬(wan)(wan)輛(liang)(liang),同(tong)(tong)(tong)(tong)比下(xia)降20.7%,占MPV銷(xiao)(xiao)售(shou)(shou)總量的(de)79.1%,比上年同(tong)(tong)(tong)(tong)期(qi)下(xia)降8.7個(ge)(ge)百(bai)分(fen)點(dian)(dian)。
⑹. 前十企業增(zeng)速高于行業
1-4月(yue),汽(qi)車(che)銷量(liang)排名前(qian)十(shi)位的(de)企業集團銷量(liang)合(he)計為845.3萬輛(liang),比上(shang)年同(tong)期增(zeng)長4.9%,高于(yu)(yu)行(xing)業增(zeng)速(su)0.1個(ge)百分點。占汽(qi)車(che)銷售總量(liang)的(de)89%,高于(yu)(yu)上(shang)年同(tong)期0.1個(ge)百分點。
⑺. 汽(qi)車出口同比較快增長
4月(yue),汽(qi)車(che)(che)出(chu)口比上年(nian)同期均較快增長(chang)。當(dang)月(yue),汽(qi)車(che)(che)企業出(chu)口9.4萬(wan)輛(liang),比上月(yue)增長(chang)5%,比上年(nian)同期增長(chang)39.5%,保持較快增長(chang)。分車(che)(che)型情況看,當(dang)月(yue)乘用(yong)車(che)(che)出(chu)口6.7萬(wan)輛(liang),比上月(yue)下降0.8%,比上年(nian)同期增長(chang)43.7%;商用(yong)車(che)(che)出(chu)口2.8萬(wan)輛(liang),比上月(yue)增長(chang)22%,比上年(nian)同期增長(chang)30.4%。
1-4月,汽車企業(ye)出口(kou)32.2萬輛(liang),比上(shang)年同(tong)期(qi)增(zeng)長31.3%。分(fen)車型看,乘(cheng)用(yong)車出口(kou)23.4萬輛(liang),比上(shang)年同(tong)期(qi)增(zeng)長35.2%;商用(yong)車出口(kou)8.8萬輛(liang),比上(shang)年同(tong)期(qi)增(zeng)長22.1%。
根據海關數據整(zheng)(zheng)理,2018年3月汽車(che)(che)(che)整(zheng)(zheng)車(che)(che)(che)共進口(kou)10.4萬(wan)輛,比(bi)(bi)上(shang)年同期增長(chang)2.0%;汽車(che)(che)(che)整(zheng)(zheng)車(che)(che)(che)出(chu)口(kou)7.6萬(wan)輛,比(bi)(bi)上(shang)年同期增長(chang)8.7%。1-3月,汽車(che)(che)(che)整(zheng)(zheng)車(che)(che)(che)累(lei)計(ji)進口(kou)28.1萬(wan)輛,比(bi)(bi)上(shang)年同期增長(chang)5.5%;汽車(che)(che)(che)整(zheng)(zheng)車(che)(che)(che)累(lei)計(ji)出(chu)口(kou)23.6萬(wan)輛,比(bi)(bi)上(shang)年同期增長(chang)22.3%。
2.摩托車情況
⑴. 摩托車(che)產銷繼(ji)續下降(jiang)
4月(yue),摩(mo)托車(che)(che)產(chan)銷(xiao)環比(bi)(bi)(bi)(bi)(bi)、同(tong)比(bi)(bi)(bi)(bi)(bi)均下(xia)(xia)(xia)降(jiang)(jiang)。當(dang)月(yue)完成產(chan)銷(xiao)137.7萬(wan)輛(liang)(liang)(liang)和(he)135萬(wan)輛(liang)(liang)(liang),比(bi)(bi)(bi)(bi)(bi)上(shang)月(yue)下(xia)(xia)(xia)降(jiang)(jiang)3.5%和(he)6%,比(bi)(bi)(bi)(bi)(bi)上(shang)年(nian)同(tong)期(qi)下(xia)(xia)(xia)降(jiang)(jiang)7.8%和(he)8.2%,同(tong)比(bi)(bi)(bi)(bi)(bi)降(jiang)(jiang)幅比(bi)(bi)(bi)(bi)(bi)上(shang)月(yue)擴大2.6和(he)2.5個百分(fen)點。其中,二(er)輪(lun)車(che)(che)產(chan)銷(xiao)123.2萬(wan)輛(liang)(liang)(liang)和(he)121.8萬(wan)輛(liang)(liang)(liang),比(bi)(bi)(bi)(bi)(bi)上(shang)年(nian)同(tong)期(qi)下(xia)(xia)(xia)降(jiang)(jiang)3.9%和(he)3.2%;三輪(lun)車(che)(che)產(chan)銷(xiao)14.5萬(wan)輛(liang)(liang)(liang)和(he)13.2萬(wan)輛(liang)(liang)(liang),比(bi)(bi)(bi)(bi)(bi)上(shang)年(nian)同(tong)期(qi)下(xia)(xia)(xia)降(jiang)(jiang)31%和(he)37.8%, 三輪(lun)車(che)(che)繼續呈快速下(xia)(xia)(xia)降(jiang)(jiang)。
1-4月,累計產銷521.4萬輛(liang)和(he)(he)522.3萬輛(liang),比上(shang)年(nian)同期下降(jiang)3.1%和(he)(he)3.7%,降(jiang)幅比1-3月擴大1.8和(he)(he)1.7個百(bai)分點。
⑵. 摩托車出口略低于上月
4月(yue),摩(mo)托(tuo)車出(chu)(chu)口表現好于行業總產銷(xiao)。當(dang)月(yue)出(chu)(chu)口摩(mo)托(tuo)車63萬輛,比(bi)上(shang)月(yue)下降(jiang)(jiang)0.8%,比(bi)上(shang)年同(tong)期(qi)(qi)(qi)下降(jiang)(jiang)2.5%,同(tong)比(bi)降(jiang)(jiang)幅比(bi)上(shang)月(yue)有(you)所(suo)收(shou)窄,低于行業總銷(xiao)量降(jiang)(jiang)幅5.7個百分點。其中,二輪車出(chu)(chu)口60萬輛,比(bi)上(shang)年同(tong)期(qi)(qi)(qi)下降(jiang)(jiang)1.9%;三輪車出(chu)(chu)口3.1萬輛,比(bi)上(shang)年同(tong)期(qi)(qi)(qi)下降(jiang)(jiang)13.2%。
1-4月,累計(ji)出口摩(mo)托車247.9萬(wan)輛(liang),比上年同期增(zeng)長4.3%,增(zeng)速比1-3月減緩2.5個百分點。