中国汽车变速箱行业市场规模测算逻辑模型 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the automotive transmission industry [1]. Core Insights - The automatic transmission market in China is projected to grow significantly, with a market size of approximately 1,760 billion RMB in 2022, expected to reach 2,681.28 billion RMB by 2026, reflecting a compound annual growth rate (CAGR) of 17.60% [7]. - The penetration rate of automatic transmissions in vehicles is anticipated to increase from 45% in 2016 to 98% by 2026, indicating a strong shift towards automatic transmission systems in the automotive market [9][15]. - The average price of automatic transmissions has remained stable at 8,000 RMB from 2016 to 2026, suggesting that price fluctuations may not significantly impact market growth [17]. Summary by Sections Automatic Transmission Market Size - The automatic transmission market size in billion RMB from 2016 to 2026 is as follows: - 2016: 1,009.01 - 2017: 1,155.16 - 2018: 1,235.56 - 2019: 1,236.91 - 2020: 1,316.17 - 2021: 1,461.6 - 2022E: 1,760 - 2023E: 1,904 - 2024E: 2,088 - 2025E: 2,280 - 2026E: 2,681.28 - The growth rates for these years show fluctuations, with notable increases in 2022E (20.42%) and 2026E (17.60%) [7]. Automotive Sales Volume - The total automotive sales volume in units from 2016 to 2026 is projected as follows: - 2016: 2,802.8 million - 2017: 2,887.9 million - 2018: 2,808.1 million - 2019: 2,576.9 million - 2020: 2,531.1 million - 2021: 2,610 million - 2022E: 2,750 million - 2023E: 2,800 million - 2024E: 2,900 million - 2025E: 3,000 million - 2026E: 3,420 million - The data indicates a recovery trend in automotive sales after a dip in 2019 and 2020 [8][12]. Automatic Transmission Penetration Rate - The penetration rate of automatic transmissions in vehicles is expected to rise significantly: - 2016: 45% - 2017: 50% - 2018: 55% - 2019: 60% - 2020: 65% - 2021: 70% - 2022E: 80% - 2023E: 85% - 2024E: 90% - 2025E: 95% - 2026E: 98% - This trend indicates a strong consumer preference for automatic vehicles, aligning with global automotive trends [9][15]. Average Price of Automatic Transmissions - The average price of automatic transmissions has been consistent at 8,000 RMB from 2016 to 2026, indicating stability in pricing despite market growth [17].