機(jī)械設(shè)備行業(yè)報(bào)告：摩托車行業(yè)2024年3月銷售數(shù)據(jù)更新

2請務(wù)必閱讀正文之后的信息披露和免責(zé)申明全行業(yè)來看，中大排量二輪摩托車銷量保持平穩(wěn)：全行業(yè)來看，中大排量二輪摩托車銷量保持平穩(wěn)：1-3月，150＜排量≤250cc累計(jì)銷售34.3萬輛，yoy+25%；排量＞250cc累計(jì)銷售11.5萬輛，yoy+6%。全行業(yè)來看，3月單月，150＜排量≤250cc累計(jì)銷售13.3萬輛，yoy+19%；排量＞250cc累計(jì)銷售5.2萬輛，yoy+1%?！敬猴L(fēng)動(dòng)力】1-3月，公司110cc+兩輪車?yán)塾?jì)銷售4.6萬輛，yoy+46%，其中150＜排量≤250cc銷售1.8萬輛，yoy+99%；排量＞250cc銷售2.5萬輛，yoy+52%。3月單月，公司110cc+兩輪車銷售2.2萬輛，yoy+43%，其中150＜排量≤250cc銷售8045輛，yoy+62%；排量＞250cc銷售12764輛，yoy+91%。公司四輪車銷量持續(xù)整體維穩(wěn)：1-3月，公司累計(jì)銷售3.5萬輛，yoy-13%；3月單月銷售四輪車15735臺(tái)，yoy-10%?！惧X江摩托】1-3月，公司110cc+兩輪車?yán)塾?jì)銷售9.7萬輛，yoy+7%；其中150＜排量≤250cc銷售1.1萬輛，yoy-26%；排量＞250cc銷售2.6萬輛，yoy-12%。3月單月，公司110cc+兩輪車銷售4.4萬輛，yoy-4%；其中150＜排量≤250cc銷售5379輛，yoy-20%；排量＞250cc銷售1.1萬輛，yoy-28%。風(fēng)險(xiǎn)提示：中大排量摩托車增速不及預(yù)期；禁限摩政策影響等；本數(shù)據(jù)為跟蹤數(shù)據(jù)，不構(gòu)成投資建議兩輪摩托車行業(yè)13請務(wù)必閱讀正文之后的信息披露和免責(zé)申明4資料來源：中國汽車協(xié)會(huì)摩托車分會(huì)，天風(fēng)證券研究所150＜排量≤250ml150＜排量≤250ml本月完成（輛）111386122597117433124116122208132096112905111253123637136874本月完成（輛）11776292753132657本月同比增長6%13%-1%2%-11%23%2%8%12%14%本月同比增長50%10%19%年初至當(dāng)月累計(jì)銷量（輛）2742343968315142646383807605889033791016284112753712511841388058年初至當(dāng)月累計(jì)銷量（輛117762210719343172年初至當(dāng)月累計(jì)增長-8%-2%-2%-1%-3%1%1%2%3%4%年初至當(dāng)月累計(jì)增長50%29%25%去年累計(jì)2981694069315261046480387852018925751003020110621712162911336131去年累計(jì)78327162848274234250＜排量≤400ml250＜排量≤400ml本月完成（輛）37480406823336626779308922879728062212422162919565本月完成（輛）184891146623718本月同比增長84%56%0%-33%-38%-44%-40%-33%14%16%本月同比增長2%-46%-46%年初至當(dāng)月累計(jì)銷量（輛）76,608117,290150,656177,435209,577238,374266,436287678309307328872年初至當(dāng)月累計(jì)銷量（輛18,48929,95553673年初至當(dāng)月累計(jì)增長61%59%41%21%-9%-15%-19%-20%-19%-17%年初至當(dāng)月累計(jì)增長2%-24%-30%去年同期20,31726,05233,42439,75550,15751,20446,903318141890316797去年同期181342119737480去年累計(jì)47,49973,551106,975146,730230,672281,876328,780360592379495396292去年累計(jì)181343912876608400＜排量≤750ml400＜排量≤550ml本月完成（輛）14256133481554517615223271874022034212761690116081本月完成（輛）11615877720124本月同比增長本月同比增長年初至當(dāng)月累計(jì)銷量（輛）31707450556059878213100540119600141634162910179811195892年初至當(dāng)月累計(jì)銷量（輛116152039240516年初至當(dāng)月累計(jì)增長500＜排量≤800ml去年同期本月完成（輛）836132397488去年累計(jì)本月同比增長排量＞750ml年初至當(dāng)月累計(jì)銷量（輛)83611160019088本月完成（輛）393061415559210872排量＞800ml本月同比增長本月完成（輛）1101084984年初至當(dāng)月累計(jì)銷量（輛）297327333347362417509519527599年初至當(dāng)月累計(jì)銷量（輛)11011942178去年同期去年同期去年累計(jì)去年累計(jì)春風(fēng)動(dòng)力25請務(wù)必閱讀正文之后的信息披露和免責(zé)申明6資料來源：中國汽車協(xié)會(huì)摩托車分會(huì)，天風(fēng)證券研究所摩托車銷售情況（總量）本月完成（輛）91381536516,13013,13715,88613,82912,68313,39511,50113,65412,03215,5918,23221905本月同比增長-5%13%96%38%46%13%-7%-9%3%128%37%133%-11%-43%年初至當(dāng)月累計(jì)銷量（輛）158273119247,32260,45976,34590,111102,794116,189127,690141,344153,37615,59123,82345,728年初至當(dāng)月累計(jì)增長-1%5%25%28%31%28%22%18%16%22%23%133%50%46%110＜排量≤125ml本月完成（輛）1100353445571377248918882196124910111083969755345946本月同比增長-59%83%134%-6%179%54%-4%-35%-15%31%158%82%-67%-33%年初至當(dāng)月累計(jì)銷量（輛）147049089,46510,84213,33115,31517,51118,76019,77120,85423,0147551,1002,046年初至當(dāng)月累計(jì)增長-62%-11%27%29%44%46%37%28%24%25%30%82%-25%-59%去年同期（輛）235419311,9491,4598931,2302,2871,9161,1858263764141,056713去年同期累計(jì)359055217,4708,9299,82211,05213,33915,25516,44017,26615,0774141,4705,004125＜排量≤150ml本月完成（輛）10717510210610431925127223451200150本月同比增長-44%-48%-55%-80%-83%-12%-60%-2%-92%-39%-95%-100%-100%年初至當(dāng)月累計(jì)銷量（輛）3355106127188221,1411,3921,6641,6871,7321,74400150年初至當(dāng)月累計(jì)增長-16%-31%-37%-52%-61%-54%-55%-51%-54%-54%-56%-100%-100%-71%去年同期（輛）19233922752262536162227828174224228107175去年同期累計(jì)3987379641,4862,1112,4723,0943,3723,6533,7273,951228335510150＜排量≤250ml200-250200-250200-250200-250200-250本月完成（輛）24894959591257225405216543834504496967673999803221798045本月同比增長17%-14%52%24%-11%-58%-17%57%1%232%129%362%-12%-62%年初至當(dāng)月累計(jì)銷量（輛）4226918515,09720,81926,22428,98933,37237,87642,84549,61253,6118,03210,21118,265年初至當(dāng)月累計(jì)增長8%-5%11%14%8%-1%-4%1%1%12%16%362%142%99%去年同期（輛）212057833,8874,6136,0445,1475,2722,8634,9242,0381,7441,7372,4894,959去年同期累計(jì)3908969113,57818,19124,23529,38334,65537,51842,44244,48046,2241,7374,2269,185排量＞250ml本月完成（輛）558266915559593278889457585373705498575970526804570812764本月同比增長13%21%157%70%135%74%8%-24%15%89%21%58%2%91%年初至當(dāng)月累計(jì)銷量（輛）98921658922,14828,08035,96845,36251,21558,58564,08369,84276,8946,80412,51225,276年初至當(dāng)月累計(jì)增長22%21%40%45%59%61%53%36%34%37%35%58%26%52%去年同期（輛）495455362,1623,4863,3565,4465,4109,6644,7753,0495,8474,3105,5826,697去年同期累計(jì)81401367615,83819,32415,88628,12633,53643,20047,97551,02456,8714,3109,89216,589錢江摩托37請務(wù)必閱讀正文之后的信息披露和免責(zé)申明8摩托車銷售情況（總量）本月完成（輛）251514582135,88639,92735,51931,07824,61427,92635,77526,35320,06036,42116,88143,912本月同比增長37%30%24%27%9%-20%-37%-13%13%1%-12%85%-33%-4%年初至當(dāng)月累計(jì)銷量（輛）4489190712126,598166,525202,044233,122257,736285,662321,437347,790367,85036,42153,30297,214年初至當(dāng)月累計(jì)增長14%21%22%23%20%13%5%3%4%4%3%85%19%7%去年同期183153535528,96331,53932,58638,65739,24732,13631,57626,05922,70819,74025,15145,821去年同期累計(jì)3946074815103,778135,317167,903206,560245,791277,927309,503335,562358,27019,74044,89190,712110＜排量≤125ml本月完成（輛）3982976274941396112481698467275534490810079536417845412618316本月同比增長-40%-13%31%165%128%6%-9%48%89%72%-23%382%4%88%年初至當(dāng)月累計(jì)銷量（輛）76821744424,93838,89951,38058,36465,09170,62575,53385,61290,97617,84521,97140,287年初至當(dāng)月累計(jì)增長-35%-24%-13%14%30%27%22%24%26%30%25%382%186%131%去年同期6631111665,7045,2775,4666,5807,3803,7452,6035,8617,0063,7003,9829,762去年同期累計(jì)118592302528,72934,00639,47246,05253,41657,16159,76465,62572,6313,7007,68217,444125＜排量≤150ml本月完成（輛）99061373397891161210801112647757101582029466914890605256008979本月同比增長119%49%48%147%149%55%28%-3%91%-27%-40%-1%-43%-35%年初至當(dāng)月累計(jì)銷量（輛）160422977539,56451,17661,97773,24180,99891,156111,450118,141123,0316,05211,65220,631年初至當(dāng)月累計(jì)增長46%47%48%62%73%70%65%53%59%49%40%-1%-27%-31%去年同期451692286,6104,7074,3347,2666,05910,48210,6109,1778,1506,1369,90613,733去年同期累計(jì)109642019226,80231,50935,84343,10949,16859,65070,26079,43787,5876,13616,04229,775150＜排量≤250ml本月完成（輛）429667483,9753,7184,8533,5302,1774,5363,9272,8963,2823,0352,1975,379本月同比增長-12%30%-12%-16%161%-10%-57%-30%-56%-46%-18%-9%-49%-20%年初至當(dāng)月累計(jì)銷量（輛）76231437118,34622,06426,91730,44732,62437,16041,08743,98347,2653,0355,23210611年初至當(dāng)月累計(jì)增長0%12%6%1%14%10%0%-5%-15%-18%-18%-9%-31%-26%去年同期489951764,5154,4281,8623,9315,0806,5168,9665,3694,0173,3274,2966,748去年同期累計(jì)76421281817,33321,76123,62327,55432,63439,15048,11653,48557,5023,3277,62314,371排量＞250ml本月完成（輛）696715578146281063673849300795376986646668765249489495811238本月同比增長207%59%21%-38%-65%-55%-62%-32%-29%18%85%44%-29%-28%年初至當(dāng)月累計(jì)銷量（輛）135442912243,75054,38661,77071,07079,02386,72193,367100,054106,5789,48914,44725,685年初至當(dāng)月累計(jì)增長51%55%42%13%-10%-21%-29%-29%-29%-27%-24%44%7%-12%去年同期2269978512,13417,12720,92420,88020,72811,3939,3975,6523,5356,5776,96715,578去年同期累計(jì)89951878030,91448,04168,96589,845110,573121,966131,363137,015140,5506,57713,54429,122資料來源：中國汽車協(xié)會(huì)摩托車分會(huì)，天風(fēng)證券研究所市占率分析49請務(wù)必閱讀正文之后的信息披露和免責(zé)申明0%1%2%3%4%5%6%7%8%2019年11月2020年1月2020年3月2020年5月2020年