货车行业周期及行业格局研究

1、目 录12概述货车行业周期研究货车行业格局研究3货车是汽车市场重要组成部分图：2020年汽车行业销量结构（万辆）图：2020年货车行业销量结构（万辆）汽车销量结构：2020年汽车销量（2531.1万辆）中，乘用车、货车、客车销量占比分别约80%、19%、2%。货车分类：重卡（总质量14t）、中卡（总质量614t）、轻卡（1.8t6t，含皮卡）、微卡（中卡重卡轻卡。行业格局稳定性：重卡行业（top 10车企）、轻卡行业（top 7 一线车企）格局相对稳定；中卡行业、轻卡行业非一线 车企格局劢荡，微卡行业车企减少，上通五菱独大。表：货车各细分子行业集中度（2020）重卡行业：集中度高，格局稳定一线

2、车企5家（一汽、东风、重汽、陕汽、北汽福田）合计市占率84.0%；二线车企5家（红岩、江淮、大运、徐巟、华菱）合计市占率 13.5%行业格局相对稳定图：重卡行业集中度100%80%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201一汽东风东风东风东风东风一汽一汽一汽一汽一汽2中国重汽一汽中国重汽一汽中国重汽中国重汽东风东风东风东风东风3东风中国重汽一汽中国重汽一汽一汽中

3、国重汽中国重汽中国重汽中国重汽中国重汽4陕汽集团北汽福田北汽福田北汽福田北汽福田陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团5北汽福田陕汽集团陕汽集团陕汽集团陕汽集团北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田6北奔北奔江淮江淮江淮江淮江淮江淮上汽红岩上汽红岩上汽红岩7上汽红岩江淮北奔上汽红岩上汽红岩成都大运成都大运上汽红岩江淮江淮江淮8安徽华菱上汽红岩上汽红岩安徽华菱安徽华菱安徽华菱上汽红岩成都大运成都大运成都大运成都大运9江淮安徽华菱安徽华菱北奔成都大运北奔安徽华菱安徽华菱安徽华菱南京徐巟徐州徐巟10湖北三环成都大运成都大运成都大运北奔上汽红岩北奔北奔南京徐巟安徽华菱安徽华菱11浙

4、江飞碟浙江飞碟湖北三环湖北三环湖北三环南京徐巟南京徐巟南京徐巟北奔北奔北奔12成都大运湖北三环广汽日野广汽日野南京徐巟湖北三环奇瑞湖北三环湖北三环湖北三环湖北三环13成都新大地广汽日野浙江飞碟南京徐巟一拖庆铃湖北三环广汽日野广汽日野广汽日野浙江飞碟14四川南骏太原长安重汽南京徐巟浙江飞碟广汽日野广汽日野四川现代四川现代庆铃比亚迪广汽日野15太原长安重汽四川南骏四川南骏庆铃庆铃一拖庆铃庆铃浙江飞碟浙江飞碟庆铃122.7%21.1%20.6%21.4%20.9%21.3%20.2%21.6%22.7%23.4%23.2%219.6%18.0%17.1%16.9%16.3%17.9%19.5%19.

5、3%18.9%20.5%19.2%318.9%16.2%16.6%15.6%15.7%15.7%16.8%17.0%16.5%16.3%18.1%410.7%12.2%13.7%14.9%14.7%14.7%14.7%15.5%15.0%15.1%14.3%510.1%11.8%13.2%13.1%14.1%13.6%10.7%10.2%9.6%7.3%9.1%64.5%4.5%4.1%4.2%5.4%5.4%5.9%4.6%5.1%4.9%4.9%73.3%3.8%3.8%3.6%3.4%2.8%3.2%3.6%3.5%3.2%3.3%83.0%3.6%2.7%3.0%2.5%2.4%2.1

6、%2.7%2.8%2.8%2.2%92.5%2.9%2.4%2.3%2.2%1.6%2.0%1.7%1.9%1.7%1.7%101.2%1.5%1.4%1.7%1.6%1.6%1.4%1.2%1.5%1.7%1.3%110.7%0.9%0.9%0.7%1.0%0.9%1.3%1.2%0.8%0.8%0.8%120.5%0.8%0.8%0.5%0.7%0.8%0.7%0.5%0.4%0.6%0.5%130.4%0.5%0.7%0.5%0.5%0.4%0.5%0.2%0.4%0.3%0.2%140.4%0.3%0.4%0.4%0.4%0.3%0.3%0.2%0.3%0.3%0.2%150.3%0.

7、3%0.4%0.3%0.4%0.1%0.3%0.2%0.2%0.2%0.2%表：重卡行业历年Top15企业及其市占率数据来源：中汽协201020112012201320142015201620172018201920201一汽东风东风东风东风东风一汽一汽一汽一汽一汽2中国重汽一汽中国重汽一汽中国重汽中国重汽东风东风东风东风东风3东风中国重汽一汽中国重汽一汽一汽中国重汽中国重汽中国重汽中国重汽中国重汽4陕汽集团北汽福田北汽福田北汽福田北汽福田陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团5北汽福田陕汽集团陕汽集团陕汽集团陕汽集团北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田6北奔北奔江淮江淮

8、江淮江淮江淮江淮上汽红岩上汽红岩上汽红岩7上汽红岩江淮北奔上汽红岩上汽红岩成都大运成都大运上汽红岩江淮江淮江淮8安徽华菱上汽红岩上汽红岩安徽华菱安徽华菱安徽华菱上汽红岩成都大运成都大运成都大运成都大运9江淮安徽华菱安徽华菱北奔成都大运北奔安徽华菱安徽华菱安徽华菱南京徐巟徐州徐巟10湖北三环成都大运成都大运成都大运北奔上汽红岩北奔北奔南京徐巟安徽华菱安徽华菱11浙江飞碟浙江飞碟湖北三环湖北三环湖北三环南京徐巟南京徐巟南京徐巟北奔北奔北奔12成都大运湖北三环广汽日野广汽日野南京徐巟湖北三环奇瑞湖北三环湖北三环湖北三环湖北三环13成都新大地广汽日野浙江飞碟南京徐巟一拖庆铃湖北三环广汽日野广汽日野广汽

9、日野浙江飞碟14四川南骏太原长安重汽南京徐巟浙江飞碟广汽日野广汽日野四川现代四川现代庆铃比亚迪广汽日野15太原长安重汽四川南骏四川南骏庆铃庆铃一拖庆铃庆铃浙江飞碟浙江飞碟庆铃123.0718.6013.0816.5815.5111.7214.8024.0826.1027.5237.64219.9615.8210.9013.0812.139.8814.2621.6121.7024.0631.09319.2814.2610.5612.0811.668.6212.2919.0318.9719.0929.37410.8810.728.7411.5410.938.1010.8117.3117.2017.

10、7323.12510.3110.428.3910.1510.457.497.8511.4311.038.6014.7464.564.002.613.283.982.994.295.115.805.818.0173.333.392.432.802.501.522.364.004.063.815.4183.053.151.702.301.881.321.552.973.233.233.5892.562.571.511.821.630.911.451.872.172.052.77101.191.360.881.301.160.871.001.401.732.022.12110.690.800.580

11、.560.720.520.921.290.870.931.22120.500.710.520.400.510.440.510.520.430.680.81130.440.400.460.350.380.200.360.260.430.350.38140.360.310.260.340.290.170.210.210.290.320.30150.300.270.230.250.270.080.190.190.240.270.26表：重卡行业历年Top15企业及其销量（万辆）重卡-牵引车子行业：集中度高，格局稳定一线车企5家（一汽、重汽、陕汽、东风、北汽福田）合计市占率88.3%；二线车企3家（大

12、运、红岩、江淮）合计市占率8.6%行业格局相对稳定图：牵引车子行业集中度100%80%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201一汽一汽一汽一汽一汽一汽一汽一汽一汽一汽一汽2东风东风东风北汽福田北汽福田陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团中国重汽3北汽福田北汽福田北汽福田东风东风北汽福田中国重汽中国重汽东风东风陕汽集团4中国重汽中国重汽陕汽集团陕汽集团陕汽集

13、团中国重汽东风东风中国重汽中国重汽东风5陕汽集团陕汽集团中国重汽中国重汽中国重汽东风北汽福田北汽福田北汽福田北汽福田北汽福田6北奔北奔北奔成都大运成都大运成都大运成都大运成都大运成都大运成都大运成都大运7安徽华菱安徽华菱安徽华菱北奔上汽红岩安徽华菱安徽华菱江淮江淮上汽红岩上汽红岩8上汽红岩上汽红岩上汽红岩安徽华菱安徽华菱上汽红岩上汽红岩上汽红岩南京徐巟江淮江淮9广汽日野成都大运广汽日野上汽红岩北奔北奔南京徐巟安徽华菱上汽红岩南京徐巟徐州徐巟10精功镇江广汽日野精功镇江广汽日野广汽日野南京徐巟江淮南京徐巟安徽华菱安徽华菱北奔140.6%38.0%33.3%30.7%26.7%26.1%29.4%

14、29.6%31.3%30.6%27.9%218.7%21.5%18.9%19.7%18.9%17.4%17.5%17.6%17.2%17.4%18.7%312.3%12.7%17.0%18.3%17.0%17.4%14.2%15.9%15.3%16.1%16.9%410.8%10.8%11.8%12.7%16.0%14.4%13.8%14.3%13.0%14.4%13.7%510.0%8.2%10.8%8.6%10.3%14.2%12.5%10.6%10.2%9.1%11.1%64.2%4.3%3.9%3.3%4.9%4.9%5.4%4.8%5.9%5.2%3.9%72.1%2.2%1.9%2

15、.5%2.1%2.0%1.8%1.7%1.7%2.1%3.0%80.6%0.8%1.2%2.1%2.0%1.6%1.6%1.6%1.4%1.6%1.7%90.3%0.7%0.5%1.4%1.3%1.0%1.4%1.3%1.4%1.2%1.1%100.1%0.4%0.4%0.3%0.4%0.5%1.0%1.3%1.0%0.9%0.8%表：重卡-牵引车子行业历年Top10企业及其市占率数据来源：中汽协201020112012201320142015201620172018201920201一汽一汽一汽一汽一汽一汽一汽一汽一汽一汽一汽2东风东风东风北汽福田北汽福田陕汽集团陕汽集团陕汽集团陕汽集团陕汽

16、集团中国重汽3北汽福田北汽福田北汽福田东风东风北汽福田中国重汽中国重汽东风东风陕汽集团4中国重汽中国重汽陕汽集团陕汽集团陕汽集团中国重汽东风东风中国重汽中国重汽东风5陕汽集团陕汽集团中国重汽中国重汽中国重汽东风北汽福田北汽福田北汽福田北汽福田北汽福田6北奔北奔北奔成都大运成都大运成都大运成都大运成都大运成都大运成都大运成都大运7安徽华菱安徽华菱安徽华菱北奔上汽红岩安徽华菱安徽华菱江淮江淮上汽红岩上汽红岩8上汽红岩上汽红岩上汽红岩安徽华菱安徽华菱上汽红岩上汽红岩上汽红岩南京徐巟江淮江淮9广汽日野成都大运广汽日野上汽红岩北奔北奔南京徐巟安徽华菱上汽红岩南京徐巟徐州徐巟10精功镇江广汽日野精功镇江广

17、汽日野广汽日野南京徐巟江淮南京徐巟安徽华菱安徽华菱北奔114.399.796.368.087.456.5211.4217.2515.1117.2623.2726.625.553.615.185.274.366.7810.288.319.8215.6434.363.283.254.834.744.355.539.257.409.0914.1343.852.772.243.334.463.605.378.346.268.1211.4053.562.102.052.272.863.564.866.174.945.129.2461.471.110.740.881.381.222.102.792.862

18、.933.2270.760.570.360.670.590.490.690.990.841.172.5480.220.210.230.550.560.410.640.920.690.881.3990.100.190.100.380.370.250.530.770.690.700.90100.050.090.070.090.120.130.400.750.490.520.69表：重卡-牵引车子行业历年Top10企业及其销量（万辆）重卡-重货子行业：一线车企集中度相对略低，行业格局略丌稳定一线车企4家（重汽、江淮、北汽福田、陕汽）合计市占率63.2%；二线车企5家（东风、徐巟、红岩、华菱、三环）合

19、计市占率 28.5%行业格局略丌稳定，车企销量历史排名变化偏大图：重卡-重货子行业集中度100%80%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201中国重汽中国重汽中国重汽中国重汽江淮江淮中国重汽中国重汽中国重汽中国重汽中国重汽2陕汽集团陕汽集团陕汽集团北汽福田中国重汽中国重汽江淮江淮陕汽集团陕汽集团江淮3北奔北汽福田北汽福田东风北汽福田东风北汽福田北汽福田北汽福田

20、江淮北汽福田4北汽福田江淮江淮江淮东风北汽福田陕汽集团陕汽集团江淮上汽红岩陕汽集团5江淮东风东风陕汽集团陕汽集团陕汽集团东风东风东风北汽福田东风6东风北奔北奔北奔北奔安徽华菱安徽华菱安徽华菱上汽红岩东风徐州徐巟7湖北三环浙江飞碟成都大运湖北三环湖北三环北奔北奔北奔安徽华菱安徽华菱上汽红岩8一汽成都大运湖北三环一汽上汽红岩湖北三环奇瑞上汽红岩南京徐巟南京徐巟安徽华菱9浙江飞碟湖北三环浙江飞碟浙江飞碟南京徐巟成都大运湖北三环湖北三环北奔湖北三环湖北三环10成都大运一汽四川南骏成都大运成都大运南京徐巟成都大运一汽一汽北奔北奔125.2%23.1%23.5%23.4%20.0%23.0%24.7%23

21、.8%26.2%27.5%22.8%213.5%14.7%14.8%16.9%19.0%20.7%24.1%17.7%18.9%14.3%14.0%312.5%12.8%14.3%16.3%17.8%13.7%10.4%14.5%11.8%11.6%14.0%411.3%12.6%12.9%14.9%15.9%13.1%9.4%13.2%10.5%8.8%12.3%510.3%11.5%12.0%12.2%12.9%7.5%8.8%11.4%9.0%8.2%7.7%67.7%10.7%8.3%5.2%4.0%6.3%4.7%4.7%6.4%8.0%6.5%74.7%3.0%3.9%2.5%3.

22、5%5.0%4.4%3.6%5.5%5.9%6.1%83.0%2.8%2.8%1.6%1.7%3.2%3.2%3.2%3.4%5.3%5.3%92.8%2.6%2.3%1.6%1.4%2.3%2.1%2.1%1.9%2.7%2.8%101.9%1.3%1.1%1.6%1.2%1.8%1.6%1.4%1.7%1.9%1.8%表：重卡-重货子行业历年Top10企业及其市占率数据来源：中汽协201020112012201320142015201620172018201920201中国重汽中国重汽中国重汽中国重汽江淮江淮中国重汽中国重汽中国重汽中国重汽中国重汽2陕汽集团陕汽集团陕汽集团北汽福田中国重汽

23、中国重汽江淮江淮陕汽集团陕汽集团江淮3北奔北汽福田北汽福田东风北汽福田东风北汽福田北汽福田北汽福田江淮北汽福田4北汽福田江淮江淮江淮东风北汽福田陕汽集团陕汽集团江淮上汽红岩陕汽集团5江淮东风东风陕汽集团陕汽集团陕汽集团东风东风东风北汽福田东风6东风北奔北奔北奔北奔安徽华菱安徽华菱安徽华菱上汽红岩东风徐州徐巟7湖北三环浙江飞碟成都大运湖北三环湖北三环北奔北奔北奔安徽华菱安徽华菱上汽红岩8一汽成都大运湖北三环一汽上汽红岩湖北三环奇瑞上汽红岩南京徐巟南京徐巟安徽华菱9浙江飞碟湖北三环浙江飞碟浙江飞碟南京徐巟成都大运湖北三环湖北三环北奔湖北三环湖北三环10成都大运一汽四川南骏成都大运成都大运南京徐巟成

24、都大运一汽一汽北奔北奔16.236.234.765.153.982.993.995.548.086.956.5423.343.972.993.723.792.693.894.125.823.624.0233.093.462.883.583.541.791.683.393.642.934.0142.813.392.613.283.161.711.513.063.222.233.5252.563.112.422.692.560.971.422.652.762.072.2161.902.891.681.150.790.820.761.101.962.011.8771.160.800.780.550.

25、710.650.700.831.681.501.7680.740.770.560.350.340.420.510.751.041.351.5290.690.710.460.340.270.300.340.500.580.680.81100.480.340.230.340.250.230.250.330.520.470.52表：重卡-重货子行业历年Top10企业及其销量（万辆）重卡-重货非完整车辆子行业：行业集中度很高，行业格局稳定一线车企4家（东风、一汽、重汽、陕汽）合计市占率88.6%；二线车企2家（红岩、福田）合计市占率10.5%行业格局稳定图：重卡-重货非完整车辆子行业集中度100%80

26、%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201东风东风东风东风东风东风东风东风东风东风东风2中国重汽一汽中国重汽中国重汽中国重汽中国重汽一汽一汽一汽一汽一汽3一汽中国重汽一汽一汽一汽陕汽集团中国重汽中国重汽中国重汽陕汽集团中国重汽4陕汽集团陕汽集团陕汽集团陕汽集团陕汽集团一汽陕汽集团陕汽集团上汽红岩中国重汽陕汽集团5北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田

27、北汽福田上汽红岩陕汽集团上汽红岩上汽红岩6上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩北汽福田北汽福田北汽福田北汽福田7安徽华菱安徽华菱安徽华菱安徽华菱安徽华菱南京徐巟南京徐巟南京徐巟庆铃庆铃湖北三江8庆铃成都大运广汽日野广汽日野一拖庆铃庆铃庆铃广汽日野湖北三江庆铃9南京徐巟广汽日野庆铃庆铃庆铃广汽日野广汽日野广汽日野湖北三江广汽日野广汽日野10广汽日野庆铃南京徐巟一拖广汽日野一拖湖北三江湖北三江南京徐巟比亚迪比亚迪125.9%28.1%29.0%28.1%28.6%37.3%40.7%35.3%32.4%36.3%35.1%223.8%16.1%16.8%16.0%20.6%21

28、.1%17.6%21.6%29.4%28.4%28.0%319.1%14.9%16.6%16.0%15.6%16.2%15.1%14.1%13.0%12.0%14.4%49.6%12.3%13.0%14.2%12.9%12.0%13.7%13.2%8.8%11.3%11.0%57.6%11.3%10.7%9.1%8.0%8.4%7.2%7.8%8.6%6.8%7.5%67.4%8.2%5.7%7.6%5.9%2.0%3.6%6.2%6.9%3.9%3.0%75.5%5.7%4.7%6.0%4.9%0.9%0.8%0.9%0.5%0.5%0.4%80.3%1.1%1.7%1.1%1.4%0.9%

29、0.8%0.4%0.3%0.3%0.3%90.3%0.9%0.6%0.6%0.7%0.6%0.3%0.3%0.2%0.3%0.2%100.2%0.6%0.5%0.5%0.7%0.5%0.2%0.2%0.0%0.1%0.1%表：重卡-重货非完整车辆子行业历年Top10企业及其市占率数据来源：中汽协201020112012201320142015201620172018201920201东风东风东风东风东风东风东风东风东风东风东风2中国重汽一汽中国重汽中国重汽中国重汽中国重汽一汽一汽一汽一汽一汽3一汽中国重汽一汽一汽一汽陕汽集团中国重汽中国重汽中国重汽陕汽集团中国重汽4陕汽集团陕汽集团陕汽集团陕汽

30、集团陕汽集团一汽陕汽集团陕汽集团上汽红岩中国重汽陕汽集团5北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田上汽红岩陕汽集团上汽红岩上汽红岩6上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩上汽红岩北汽福田北汽福田北汽福田北汽福田7安徽华菱安徽华菱安徽华菱安徽华菱安徽华菱南京徐巟南京徐巟南京徐巟庆铃庆铃湖北三江8庆铃成都大运广汽日野广汽日野一拖庆铃庆铃庆铃广汽日野湖北三江庆铃9南京徐巟广汽日野庆铃庆铃庆铃广汽日野广汽日野广汽日野湖北三江广汽日野广汽日野10广汽日野庆铃南京徐巟一拖广汽日野一拖湖北三江湖北三江南京徐巟比亚迪比亚迪110.769.947.068.167.626.377.471

31、0.6211.5512.9617.4829.885.694.094.665.483.593.226.5010.4810.1213.9537.945.264.044.654.162.762.774.244.634.297.1943.984.363.154.123.432.052.513.963.164.035.4753.153.992.612.642.121.441.312.333.082.413.7163.082.891.402.221.570.330.671.872.451.401.4972.282.001.151.761.310.160.150.280.170.170.2080.140.4

32、00.420.320.370.150.140.120.100.120.1490.140.310.150.170.180.090.050.080.060.100.08100.070.210.110.140.180.080.040.050.000.030.03表：重卡-重货非完整车辆子行业历年Top10企业及其销量（万辆）中卡行业：行业集中度略低，行业格局丌稳定一线车企4家（北汽福田、成都大运、一汽、东风）合计市占率68.5%；二线车企6家（江淮、庆铃、四川南骏、重汽、唐骏欧铃、浙江飞碟）合计市占率29.5%行业格局偏劢荡，车企历史销量排名变化大图：中卡行业集中度100%80%60%40%20%0

33、%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201东风东风东风东风东风东风力帄力帄东风北汽福田北汽福田2一汽一汽一汽一汽一汽一汽东风东风浙江飞碟成都大运成都大运3四川南骏力帄力帄中国重汽中国重汽力帄一汽一汽成都大运东风一汽4江淮庆铃庆铃力帄力帄庆铃江淮江淮力帄庆铃东风5中国重汽四川南骏中国重汽庆铃庆铃四川现代庆铃成都大运中国重汽唐骏欧铃江淮6庆铃江淮四川南骏江淮江淮江淮成都大运庆铃北汽福田

34、江淮庆铃7力帄中国重汽唐骏欧铃釐杯四川现代成都大运中国重汽北汽福田庆铃一汽四川南骏8唐骏欧铃唐骏欧铃釐杯四川现代北汽福田北汽福田北汽福田中国重汽江淮中国重汽中国重汽9浙江飞碟釐杯江淮北汽福田成都大运中国重汽四川现代唐骏欧铃唐骏欧铃浙江飞碟唐骏欧铃10山东凯马浙江飞碟北汽福田唐骏欧铃釐杯唐骏欧铃唐骏欧铃浙江飞碟一汽陕汽集团浙江飞碟132.6%28.3%25.6%28.2%25.7%27.5%30.4%25.2%17.0%24.6%30.3%214.5%14.4%15.9%17.6%20.1%21.4%24.7%18.1%13.3%16.5%15.6%310.7%9.8%10.0%10.8%13.

35、2%20.4%16.2%10.5%13.0%15.2%11.7%410.3%9.1%7.7%8.0%10.7%7.9%6.5%10.3%10.8%8.6%10.9%56.3%8.3%7.6%6.3%7.5%5.2%5.7%8.0%9.9%7.6%8.9%65.9%8.0%7.0%5.3%4.5%4.0%4.9%7.5%7.3%7.6%6.8%73.9%5.0%5.7%5.0%4.4%3.5%3.4%6.3%6.8%6.7%6.7%82.8%4.8%5.1%4.7%4.3%3.1%2.4%5.6%6.6%6.2%4.0%92.6%2.7%4.6%4.1%2.7%2.9%2.0%4.1%6.4%2

36、.0%1.7%102.3%2.6%2.8%3.6%1.9%1.7%1.2%1.6%4.0%1.6%1.4%表：中卡行业历年Top10企业及其市占率数据来源：中汽协表：中卡行业历年Top10企业及其销量（万辆）201020112012201320142015201620172018201920201东风东风东风东风东风东风力帄力帄东风北汽福田北汽福田2一汽一汽一汽一汽一汽一汽东风东风浙江飞碟成都大运成都大运3四川南骏力帄力帄中国重汽中国重汽力帄一汽一汽成都大运东风一汽4江淮庆铃庆铃力帄力帄庆铃江淮江淮力帄庆铃东风5中国重汽四川南骏中国重汽庆铃庆铃四川现代庆铃成都大运中国重汽唐骏欧铃江淮6庆铃江淮

37、四川南骏江淮江淮江淮成都大运庆铃北汽福田江淮庆铃7力帄中国重汽唐骏欧铃釐杯四川现代成都大运中国重汽北汽福田庆铃一汽四川南骏8唐骏欧铃唐骏欧铃釐杯四川现代北汽福田北汽福田北汽福田中国重汽江淮中国重汽中国重汽9浙江飞碟釐杯江淮北汽福田成都大运中国重汽四川现代唐骏欧铃唐骏欧铃浙江飞碟唐骏欧铃10山东凯马浙江飞碟北汽福田唐骏欧铃釐杯唐骏欧铃唐骏欧铃浙江飞碟一汽陕汽集团浙江飞碟18.878.267.448.096.375.526.975.783.013.434.8323.954.204.625.064.974.285.654.142.362.302.4832.902.852.903.113.274.08

38、3.722.412.302.121.8542.802.672.232.312.651.581.492.351.911.191.7451.702.432.211.811.861.041.321.831.761.061.4161.612.332.021.521.130.801.121.721.291.051.0971.051.461.661.451.080.700.781.451.200.941.0780.761.391.491.361.080.610.561.281.170.860.6390.700.781.341.190.670.570.450.951.130.290.27100.630.76

39、0.821.040.470.330.280.380.710.220.22轻卡行业：行业集中度略低，行业格局较丌稳定一线车企7家（北汽福田、东风、长城、江淮、江铃、长安、重汽）合计市占率74.8%；二线车企5家（一汽、上汽大通、釐杯、庆铃、浙江飞碟）合计市占率 15.7%一线车企排名相对稳定，二线以下车企历史销量排名变化较大图：轻卡行业集中度100%80%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协2010201120122013201420152016

40、20172018201920201北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田2东风东风江淮江淮江铃控股江铃控股江淮江淮江淮东风东风3江淮江淮东风东风江淮江淮江铃控股江铃控股江铃控股江淮长城4江铃控股釐杯釐杯釐杯东风釐杯东风东风长安江铃江淮5长城江铃控股长城江铃控股釐杯东风长城长城东风长安江铃6山东凯马长城江铃控股长城长城力帄力帄长安长城长城长安7一汽南汽集团南汽集团南汽集团庆铃长城中国重汽中国重汽中国重汽中国重汽中国重汽8釐杯山东凯马山东凯马一汽力帄庆铃长安力帄上汽大通一汽一汽9南汽集团庆铃庆铃庆铃长安长安釐杯庆铃一汽上汽大通上汽大通10东安黑豹一

41、汽力帄河北中兴南京依维柯中国重汽庆铃一汽釐杯釐杯釐杯11唐骏欧铃力帄河北中兴唐骏欧铃一汽唐骏欧铃南京依维柯河北中兴庆铃保定长安客车庆铃12北汽河北中兴一汽山东凯马河北中兴河北中兴唐骏欧铃南京依维柯保定长安客车庆铃浙江飞碟13长安唐骏欧铃唐骏欧铃力帄山东凯马南京依维柯山东凯马浙江飞碟江西五十铃浙江飞碟江西五十铃14力帄北汽北汽长安唐骏欧铃山东凯马一汽保定长安客车唐骏欧铃唐骏欧铃山东凯马15河北中兴四川南骏四川南骏浙江飞碟丹东黄海一汽河北中兴釐杯河北中兴江西五十铃唐骏欧铃122.8%21.0%20.9%20.4%18.0%17.1%17.5%17.7%17.3%19.4%19.7%211.8%12

42、.2%11.2%11.6%10.8%10.9%12.0%10.6%10.1%10.4%10.4%39.0%9.9%9.6%9.5%10.6%10.7%10.8%10.5%9.6%10.2%10.2%46.3%9.3%8.4%9.4%9.7%8.8%8.3%9.1%8.9%8.3%9.7%55.3%6.8%7.4%7.8%9.5%7.9%6.9%7.0%8.7%8.2%8.8%64.8%6.5%7.2%6.6%7.1%6.6%4.9%5.9%7.3%7.9%8.3%74.5%3.7%4.8%4.6%3.6%6.4%4.5%5.5%6.2%5.1%7.7%84.2%3.4%3.6%3.6%3.6%

43、4.1%4.2%3.3%3.4%3.5%4.3%93.7%3.4%3.4%3.4%3.4%3.7%3.7%3.0%3.3%3.2%3.9%103.2%3.0%3.2%3.2%3.3%3.3%3.5%2.5%2.8%3.1%3.3%113.1%2.7%3.2%3.1%3.2%2.5%2.5%2.4%2.7%3.0%2.2%122.5%2.6%3.0%2.8%2.9%2.4%2.5%2.3%2.6%2.4%2.1%132.4%2.6%2.8%2.8%2.6%2.3%2.3%2.1%1.8%2.2%1.9%142.4%2.3%2.1%2.6%2.2%2.1%2.3%2.1%1.7%1.9%1.5%1

44、52.4%1.8%1.6%1.4%1.4%1.8%2.2%2.0%1.6%1.7%1.4%表：轻卡行业历年Top15企业及其市占率数据来源：中汽协201020112012201320142015201620172018201920201北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田北汽福田2东风东风江淮江淮江铃控股江铃控股江淮江淮江淮东风东风3江淮江淮东风东风江淮江淮江铃控股江铃控股江铃控股江淮长城4江铃控股釐杯釐杯釐杯东风釐杯东风东风长安江铃江淮5长城江铃控股长城江铃控股釐杯东风长城长城东风长安江铃6山东凯马长城江铃控股长城长城力帄力帄长安长城长城长安7一汽

45、南汽集团南汽集团南汽集团庆铃长城中国重汽中国重汽中国重汽中国重汽中国重汽8釐杯山东凯马山东凯马一汽力帄庆铃长安力帄上汽大通一汽一汽9南汽集团庆铃庆铃庆铃长安长安釐杯庆铃一汽上汽大通上汽大通10东安黑豹一汽力帄河北中兴南京依维柯中国重汽庆铃一汽釐杯釐杯釐杯11唐骏欧铃力帄河北中兴唐骏欧铃一汽唐骏欧铃南京依维柯河北中兴庆铃保定长安客车庆铃12北汽河北中兴一汽山东凯马河北中兴河北中兴唐骏欧铃南京依维柯保定长安客车庆铃浙江飞碟13长安唐骏欧铃唐骏欧铃力帄山东凯马南京依维柯山东凯马浙江飞碟江西五十铃浙江飞碟江西五十铃14力帄北汽北汽长安唐骏欧铃山东凯马一汽保定长安客车唐骏欧铃唐骏欧铃山东凯马15河北中兴

46、四川南骏四川南骏浙江飞碟丹东黄海一汽河北中兴釐杯河北中兴江西五十铃唐骏欧铃144.7439.5638.5338.9229.8526.6826.9530.3832.8636.4743.21223.1523.0020.6522.1117.9916.9218.4918.2419.1819.5122.93317.7018.6817.7018.1817.5816.6516.6118.0818.1919.2822.50412.3917.5315.5417.8616.0613.7612.7515.6116.8315.5521.32510.3212.7013.7214.9215.7412.3510.5611.

47、9816.4615.3519.2469.4612.1713.3212.6811.8310.337.4910.1813.8014.8818.2178.806.948.918.756.059.957.019.4611.789.5517.0388.156.466.586.855.916.426.525.666.466.559.4497.256.356.266.565.655.765.635.236.176.008.48106.185.705.846.085.425.175.374.235.265.757.18116.095.135.846.005.393.873.874.065.175.654.94

48、124.934.885.595.364.853.793.803.904.874.614.59134.654.885.245.284.383.633.593.683.504.124.19144.644.393.825.003.653.353.483.543.263.663.39154.613.422.872.762.332.883.343.493.093.133.02表：轻卡行业历年Top15企业及其销量（万辆）微卡行业：行业集中度显著提升，上通五菱一家独大局面形成一线车企1家（上汽通用五菱）市占率已超70%，市占率仍呈提升趋势二线车企数量下滑，有销量的车企已丌足 10家。图：微卡行业集中度10

49、0%80%60%40%20%0%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020CR10CR5CR3CR1数据来源：中汽协数据来源：中汽协201020112012201320142015201620172018201920201长安东风上通五菱上通五菱上通五菱上通五菱上通五菱上通五菱上通五菱上通五菱上通五菱2上通五菱长安东风北汽福田北汽福田北汽福田长安长安东风东风东风3北汽福田北汽福田北汽福田东风长安长安北汽福田东风长安长安长安4东风上通五菱长安长安东风东风东风北汽福田奇瑞奇瑞山东凯马5釐杯哈飞哈飞山东凯马奇瑞釐杯力帄山东凯马山东凯马山东凯马奇瑞