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市场调查报告书
商品编码
1939144

汽车润滑油：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Automotive Lubricants - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

2025年汽车润滑油市场价值为232.3亿公升，预计到2031年将达到289.9亿公升，高于2026年的241亿公升。

预计在预测期（2026-2031 年）内，复合年增长率将达到 3.76%。

汽车润滑油市场-IMG1

全球已开发地区汽车保有量的老化、新兴经济体摩托车和商用车的持续涌入，以及产业向燃油经济性更佳、换油週期更长的优质合成油转型，共同推动了市场成长。亚太地区凭藉着不断上升的汽车保有量和本地製造业投资，仍然是核心需求中心；而北美和欧洲则依靠更长的车辆使用寿命来维持售后市场销售。市场竞争强度依然适中：壳牌在2024年连续第18年保持市场领先地位，但区域性调配商正透过提升本地产能和定製配方来扩大市场份额。电动车（EV）的快速普及（截至2024年，中国电动车保有量将达到3,140万辆）以及汽车製造商强制要求的更长换油週期等不利因素，被API SQ标准及同类低黏度合成油更高的单价所抵消。

全球汽车润滑油市场趋势与洞察

主要经济体的平均车辆车龄不断增加

车辆使用寿命的延长正在改变润滑油的需求模式。在美国，半导体短缺和通货膨胀减缓了车辆的更换速度，促使车主增加换油频率并投资购买高品质合成机油。欧洲车辆的车龄较长，西欧平均车龄为18.1年，东欧为28.4年，导致车辆维修频率较高，单车润滑油消耗量也较大。老旧引擎容易出现密封件劣化、热应力和污染等问题，这些都会加速机油劣化，从而推高对高品质基础油的需求。车龄在6至15年之间的车辆，其维修成本在短短一年内就从514美元上涨至537美元，凸显了车龄与维修成本之间的关联。报废率已降至4.20%，为20年来的最低水平，从而扩大了售后市场的收入来源。随着车主​​寻求长期保护和更低的整体拥有成本，高价值合成机油正逐渐成为维修厂的主流选择。

新兴市场全球汽车保有量成长

新兴经济体正在抵消成熟市场电动车相关下滑的影响。预计2024年，中国汽车保有量将新增3,583万辆，达到4.53亿辆。在印度和东南亚，受缓解都市区拥挤和寻求经济实惠的出行方式的需求驱动，摩托车保有量持续成长。营运电商和最后一公里配送的商用车辆行驶里程更高，换油频率也更高。这些地区的本土汽车製造商正与当地润滑油调配商合作，快速开发适用于各种燃油品质和极端气候条件的低成本润滑油。因此，儘管全球经济成长放缓，汽车润滑油市场仍维持成长动能。

加速电动车普及

电动车的广泛普及将使曲轴箱油和许多其他传动系统油液从保养项目中消失。到2024年底，中国将有3,140万辆新能源汽车上路，比上年增长51.49%。国际能源总署（IEA）预测，到2030年，全球电动车保有量将超过2.5亿辆，届时石油需求将减少高达430万桶/日。然而，电动车也催生了新的细分市场，例如用于马达轴承的酯类润滑脂、介电冷却液以及针对高转速和电磁相容性优化的齿轮润滑脂。供应商面临的挑战是如何从追求销售转向追求价值，因为特种油液的价格是传统机油的两到三倍。

细分市场分析

到2025年，机油将占汽车润滑油市场规模的58.24%，由于其在火星点火式和压燃式引擎中的广泛应用，将支撑整个汽车润滑油市场。轻型卡车和非公路机械的大容量油底壳进一步扩大了机油的市场份额。变速箱油、液压油和齿轮油的应用范围相对有限，但对于手排变速箱、湿式煞车和动力方向盘系统仍然至关重要。润滑脂在汽车润滑油市场中所占份额虽小，但成长速度最快，复合年增长率达4.12%，这主要得益于电动车（EV）对专用轴承润滑脂的需求不断增长，因为电动车需要高转速和应对电点蚀。供应商透过在产品中添加合成酯和聚脲增稠剂来提高导电性和热稳定性，从而提升产品价值。

随着符合API SQ标准的润滑油的广泛应用，该细分市场的收入正向合成润滑油转移。超低黏度配方，例如0W-16和0W-12润滑油，使汽车製造商能够满足车队平均二氧化碳排放目标，尤其是在日本和欧洲。在重质燃油领域，从15W-40到5W-30润滑油的转变，清楚地表明了市场对低黏度、高高温高剪切黏度（HTHS）混合油的需求，这类混合油有助于降低燃油成本。随着黏度等级范围的缩小，添加剂配方也日趋多样化。硼酯、二硫化钼和无灰清洁剂被视为下一代产品的关键技术。汽车润滑油市场正在努力平衡销售下滑与单位利润率提升之间的关係。

汽车润滑油市场报告按产品类型（引擎油、变速箱油和齿轮油、液压油、润滑脂）、车辆类型（乘用车、商用车、摩托车）和地区（亚太地区、北美、欧洲、南美、中东和非洲）进行分析。

区域分析

预计到2025年，亚太地区将以42.10%的市占率引领汽车润滑油市场，并在2031年之前维持4.10%的年均成长率。光是中国一地，2024年汽车保有量就将达到4.53亿辆，新增註册量将达3,583万辆。庞大的工厂加註需求以及庞大的市场规模正在推动市场成长。东协各国政府正致力于发展电动车组装基地，而泰国的东部经济走廊计画促使壳牌公司将泰国的润滑脂产能提高了两倍，从而确保了区域供应的稳定。在越南和印尼，摩托车拥有率超过70%，这支撑了对摩托车润滑油的需求。

北美地区正推动着缓慢但稳定的成长。电动车年销量超过140万辆，但到2030年，其在汽车运作中的占比仍将低于8%，内燃机汽车保有量仍将保持大规模。随着汽车製造商推荐使用API​​ SQ合成机油，并将换油週期延长至1万英里以上，QuickLub连锁店正在更新其库存，引入黏度更低的机油配方。

在欧洲，车龄在18至28年之间的车辆将支撑润滑油的需求，即便新车註册量保持稳定。该地区在应对二氧化碳排放法规方面采取的先锋措施，推动了符合PSA、VW 508/509和ACEA C6标准的0W-20和0W-16机油的普及。长达3万公里的保养週期将透过鼓励消费者购买高端机油，在一定程度上抵消销售量下滑的影响。

中东、非洲和南美洲目前在全球整体销售量中所占比例较小，但成长潜力巨大。 VivoEnergy将自有品牌润滑油产品拓展至23个非洲国家，以及壳牌收购印度Raj Petro，都凸显了南南竞争的动态。基础设施建设、农业机械化和采矿计划催生了对能够耐受多尘和高温环境的液压油和重型发动机油的需求。

其他福利：

  • Excel格式的市场预测（ME）表
  • 3个月的分析师支持

目录

第一章 引言

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

  • 市场概览
  • 市场驱动因素
    • 主要经济体的平均车辆车龄不断增加
    • 新兴市场全球汽车保有量成长
    • 疫情后OEM工厂灌装量的恢復情形
    • 快速过渡到低黏度合成油
    • 在非洲和东南亚的本地配方投资
  • 市场限制
    • 加速推广电动车
    • 假冒和掺假的机油
    • OEM长期更换週期规范
  • 价值链分析
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第五章 市场规模与成长预测

  • 依产品类型
    • 机油
    • 变速箱油和齿轮油
    • 油压
    • 润滑脂
  • 按车辆类型
    • 搭乘用车
    • 商用车辆
    • 摩托车
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 印尼
      • 泰国
      • 马来西亚
      • 越南
      • 亚太其他地区
    • 北美洲
      • 我们
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 义大利
      • 西班牙
      • 北欧国家
      • 土耳其
      • 俄罗斯
      • 其他欧洲地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 哥伦比亚
      • 其他南美洲
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 卡达
      • 埃及
      • 奈及利亚
      • 南非
      • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率（%）/排名分析
  • 公司简介
    • AMSOIL Inc.
    • Bharat Petroleum Corporation Limited
    • BP plc（Castrol）
    • Chevron Corporation
    • China National Petroleum Corporation（CNPC）
    • China Petroleum & Chemical Corporation
    • ENEOS
    • Exxon Mobil Corporation
    • FUCHS
    • Gazprom Neft PJSC
    • Gulf Oil International Ltd
    • Hindustan Petroleum Corporation Limited
    • Idemitsu Kosan Co.,Ltd.
    • Indian Oil Corporation Ltd
    • Lukoil
    • Motul
    • Petrobras
    • PETRONAS Lubricants International
    • Phillips 66 Company
    • PT Pertamina Lubricants
    • Repsol
    • Saudi Arabian Oil Co.
    • Shell plc
    • SK Lubricants Co. Ltd.
    • TotalEnergies
    • Veedol International

第七章 市场机会与未来展望

简介目录
Product Code: 53373

The Automotive Lubricants Market was valued at 23.23 billion liters in 2025 and estimated to grow from 24.1 billion liters in 2026 to reach 28.99 billion liters by 2031, at a CAGR of 3.76% during the forecast period (2026-2031).

Automotive Lubricants - Market - IMG1

Growth is anchored by an aging global vehicle parc in developed regions, a steady influx of two-wheelers and commercial vehicles in emerging economies, and the sector's pivot toward premium synthetics that improve fuel economy and extend drain intervals. Asia-Pacific remains the core demand center thanks to rising ownership levels and local manufacturing investments, while North America and Europe rely on vehicle longevity to sustain aftermarket sales. Competitive intensity stays moderate: Shell led for the 18th straight year in 2024, but regional blenders gain ground through local capacity additions and tailored formulations. Headwinds such as accelerating electric-vehicle (EV) penetration-31.4 million units on Chinese roads in 2024-and OEM-specified long-drain intervals are mitigated by the higher unit values of API SQ and similar low-viscosity synthetics.

Global Automotive Lubricants Market Trends and Insights

Growing Average Vehicle Age in Major Economies

Vehicle longevity is reshaping lubricant demand profiles. Semiconductor shortages and inflation have slowed vehicle replacement rates in the US, prompting owners to increase oil-change frequency and invest in higher-quality synthetic oils. Europe's fleet is even older-18.1 years in the West and 28.4 years in the East-driving more workshop visits and raising per-vehicle lubricant consumption. Older engines suffer seal degradation, thermal stress, and contamination, all of which accelerate oil degradation and spur demand for premium base stocks. Maintenance outlays for vehicles aged 6-15 years rose from USD 514 to USD 537 in just one year, underscoring the link between age and spend. Scrappage has fallen to 4.20%, the lowest in two decades, prolonging aftermarket revenue streams. Higher-value synthetics now dominate service bays as owners seek extended protection and lower total cost of ownership.

Rising Global Vehicle Parc in Emerging Markets

Emerging economies offset EV-related volume erosion in mature markets. China's motor-vehicle stock reached 453 million units, supported by 35.83 million new registrations in 2024. Two-wheeler ownership continues to surge in India and Southeast Asia, propelled by urban congestion relief and affordable mobility. Commercial fleets running e-commerce and last-mile delivery routes accumulate higher mileage, boosting drain-frequency multiples. Domestic automakers in these regions collaborate with local blenders, allowing agile development of cost-effective oils tailored to varied fuel quality and climate extremes. As a result, the automotive lubricants market keeps expanding even amid global moderation.

Accelerating EV Penetration

EVs remove crankcase oils and many driveline fluids from service menus. China logged 31.4 million new-energy vehicles on its roads by end-2024, up 51.49% year-on-year. The IEA projects global stock could eclipse 250 million by 2030, cutting oil demand by up to 4.3 million bbl/d. Nonetheless, EVs introduce new niches: esters for e-motor bearings, dielectric coolants, and gear greases optimized for high RPM and electromagnetic compatibility. For suppliers, the challenge shifts from volume to value as specialized fluids command two-to-three-fold price premiums over conventional engine oil.

Other drivers and restraints analyzed in the detailed report include:

  1. OEM Factory-Fill Volume Recovery Post-Pandemic
  2. Local Blending Investments in Africa and SE Asia
  3. OEM Long-Drain Interval Specifications

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Engine oil held 58.24% of 2025 volumes, anchoring the automotive lubricants market through ubiquitous use in spark-ignition and compression-ignition engines. Larger sump capacities in light trucks and off-highway machinery amplify its share. Transmission fluids, hydraulic oils, and gear oils serve narrower applications yet remain vital for manual boxes, wet brakes, and power-steering circuits. Greases, though just a fraction of the automotive lubricants market size, are the fastest riser at a 4.12% CAGR as EVs require dedicated bearing greases that handle high RPM and electrical pitting. Suppliers blend synthetic esters and polyurea thickeners to deliver conductivity control and thermal stability, elevating product mix value.

The segment's revenue mix swings toward synthetics as API SQ-compliant oils gain traction. Ultra-low viscosity formulations such as 0W-16 and 0W-12 enable OEMs to meet fleet-average CO2 targets, especially in Japan and Europe. Even within heavy-duty oils, the shift from 15W-40 to 5W-30 illustrates demand for thinner, high-HTHS blends that cut fuel costs. As viscosity grades narrow, additive packages diversify-boron esters, molybdenum disulfide, and ashless detergents become cornerstones in next-generation SKUs. The automotive lubricants market therefore balances declining unit volumes against richer per-unit margins.

The Automotive Lubricants Market Report is Segmented by Product Type (Engine Oil, Transmission and Gear Oil, Hydraulic Fluids, Greases), Vehicle Type (Passenger Vehicles, Commercial Vehicles, Motorcycles), and Geography (Asia-Pacific, North America, Europe, South America, Middle East and Africa).

Geography Analysis

Asia-Pacific dominated the automotive lubricants market with a 42.10% share in 2025 and is forecast to grow 4.10% per year through 2031. China alone hosts 453 million vehicles and recorded 35.83 million new registrations in 2024, pairing vast factory-fill demand with a colossal service marketplace. ASEAN governments nurture EV assembly hubs; Thailand's Eastern Economic Corridor plans drove Shell to triple Thai grease capacity, ensuring regional supply resilience. Two-wheeler penetration surpasses 70% of households in Vietnam and Indonesia, bolstering motorcycle-oil volumes.

North America contributes to stable if modest growth. EV sales exceed 1.40 million units annually yet remain below 8% of in-service vehicles, preserving a sizeable internal-combustion fleet through 2030. OEMs emphasize API SQ synthetics with drain intervals topping 10,000 miles, prompting quick-lube chains to upgrade inventories to low-viscosity formulations.

Europe's 18-28 year car fleet sustains lubricant demand despite flat new-car registrations. The continent pioneers CO2 cap compliance, spurring adoption of 0W-20 and 0W-16 oils backed by PSA, VW 508/509, and ACEA C6 specifications. Extended-service intervals of up to 30,000 km partially offset volume loss by encouraging premium-grade purchases.

The Middle East & Africa and South America jointly contribute a smaller share of the global volume today but deliver outsized upside. Vivo Energy's branded-lube expansion across 23 African nations and Shell's Raj Petro acquisition in India highlight a south-south competitive trend. Infrastructure build-out, agricultural mechanization, and mining projects generate demand for hydraulic fluids and heavy-duty engine oils resilient to dust and high ambient temperatures.

  1. AMSOIL Inc.
  2. Bharat Petroleum Corporation Limited
  3. BP p.l.c. (Castrol)
  4. Chevron Corporation
  5. China National Petroleum Corporation (CNPC)
  6. China Petroleum & Chemical Corporation
  7. ENEOS
  8. Exxon Mobil Corporation
  9. FUCHS
  10. Gazprom Neft PJSC
  11. Gulf Oil International Ltd
  12. Hindustan Petroleum Corporation Limited
  13. Idemitsu Kosan Co.,Ltd.
  14. Indian Oil Corporation Ltd
  15. Lukoil
  16. Motul
  17. Petrobras
  18. PETRONAS Lubricants International
  19. Phillips 66 Company
  20. PT Pertamina Lubricants
  21. Repsol
  22. Saudi Arabian Oil Co.
  23. Shell plc
  24. SK Lubricants Co. Ltd.
  25. TotalEnergies
  26. Veedol International

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Growing average vehicle age in major economies
    • 4.2.2 Rising global vehicle parc in emerging markets
    • 4.2.3 OEM factory-fill volume recovery post-pandemic
    • 4.2.4 Rapid shift toward lower-viscosity synthetics
    • 4.2.5 Local blending investments in Africa and SE Asia
  • 4.3 Market Restraints
    • 4.3.1 Accelerating EV penetration
    • 4.3.2 Counterfeit and adulterated engine oils
    • 4.3.3 OEM long-drain interval specifications
  • 4.4 Value Chain Analysis
  • 4.5 Porter's Five Forces
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitutes
    • 4.5.5 Degree of Competition

5 Market Size and Growth Forecasts (Volume)

  • 5.1 By Product Type
    • 5.1.1 Engine Oil
    • 5.1.2 Transmission and Gear Oil
    • 5.1.3 Hydraulic Fluids
    • 5.1.4 Greases
  • 5.2 By Vehicle Type
    • 5.2.1 Passenger Vehicles
    • 5.2.2 Commercial Vehicles
    • 5.2.3 Motorcycles
  • 5.3 By Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Indonesia
      • 5.3.1.6 Thailand
      • 5.3.1.7 Malaysia
      • 5.3.1.8 Vietnam
      • 5.3.1.9 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 France
      • 5.3.3.4 Italy
      • 5.3.3.5 Spain
      • 5.3.3.6 Nordic Countries
      • 5.3.3.7 Turkey
      • 5.3.3.8 Russia
      • 5.3.3.9 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Colombia
      • 5.3.4.4 Rest of South America
    • 5.3.5 Middle East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 Qatar
      • 5.3.5.4 Egypt
      • 5.3.5.5 Nigeria
      • 5.3.5.6 South Africa
      • 5.3.5.7 Rest of Middle East and Africa

6 Competitive Landscape

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share(%)/Ranking Analysis
  • 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
    • 6.4.1 AMSOIL Inc.
    • 6.4.2 Bharat Petroleum Corporation Limited
    • 6.4.3 BP p.l.c. (Castrol)
    • 6.4.4 Chevron Corporation
    • 6.4.5 China National Petroleum Corporation (CNPC)
    • 6.4.6 China Petroleum & Chemical Corporation
    • 6.4.7 ENEOS
    • 6.4.8 Exxon Mobil Corporation
    • 6.4.9 FUCHS
    • 6.4.10 Gazprom Neft PJSC
    • 6.4.11 Gulf Oil International Ltd
    • 6.4.12 Hindustan Petroleum Corporation Limited
    • 6.4.13 Idemitsu Kosan Co.,Ltd.
    • 6.4.14 Indian Oil Corporation Ltd
    • 6.4.15 Lukoil
    • 6.4.16 Motul
    • 6.4.17 Petrobras
    • 6.4.18 PETRONAS Lubricants International
    • 6.4.19 Phillips 66 Company
    • 6.4.20 PT Pertamina Lubricants
    • 6.4.21 Repsol
    • 6.4.22 Saudi Arabian Oil Co.
    • 6.4.23 Shell plc
    • 6.4.24 SK Lubricants Co. Ltd.
    • 6.4.25 TotalEnergies
    • 6.4.26 Veedol International

7 Market Opportunities and Future Outlook

  • 7.1 White-space and Unmet-Need Assessment