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市场调查报告书
商品编码
1943643
汽车润滑油市场-全球产业规模、份额、趋势、竞争格局、机会及预测(依车辆类型、销售管道、产品类型、地区及竞争状况划分,2021-2031年)Automotive Lubricant Market- Global Industry Size, Share, Trends, Competition, Opportunity and Forecast, Segmented By Vehicle Type, By Sales Channel, By Product Type, By Region & Competition, 2021-2031F |
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全球汽车润滑油市场预计将从 2025 年的 785.5 亿美元成长到 2031 年的 968.4 亿美元,复合年增长率为 3.55%。
汽车润滑油包括专用液体和润滑脂,旨在减少摩擦、散热并防止引擎、变速箱和其他零件的磨损。全球汽车保有量的持续成长以及定期保养的需求是推动这一市场成长的主要因素。推动这项扩张的关键因素是新车产量庞大,这确保了对原厂润滑油的稳定需求。根据国际汽车製造商协会(OICA)的数据,2025年全球汽车产量将达到9,250万辆,高于2024年。如此庞大的产量为全球润滑油消费奠定了稳定的基础。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 785.5亿美元 |
| 市场规模:2031年 | 968.4亿美元 |
| 复合年增长率:2026-2031年 | 3.55% |
| 成长最快的细分市场 | 个人电脑 |
| 最大的市场 | 亚太地区 |
然而,随着电动车的普及,汽车产业面临严峻的挑战。这项转型将淘汰内燃机,从而消除对传统机油的需求,而传统机油目前占据润滑油市场的大部分份额。虽然电动动力系统需要专用的润滑油进行温度控管和传动,但每辆车的润滑油总需求量将显着下降。随着全球汽车产业加速推进电气化进程,这种结构性变化对市场扩张构成了实质的阻碍。
严格的排放气体法规正在从根本上重塑引擎设计,这促使人们开发和采用先进的润滑油配方。为了满足日益严格的监管目标,製造商正在转向混合动力传动系统,而混合动力系统需要能够应对小型化内燃机间歇运转和高热应力的专用润滑油。这种监管压力将持续推动对高性能合成润滑油的巨大需求,确保即使在电气化发展的同时,内燃机仍能维持销售领先地位。欧洲汽车製造商协会 (ACEA) 于 2025 年 1 月发布的《2024 年欧洲汽车销售趋势》报告的最新数据显示,这项技术转变显而易见。报告显示,混合动力电动车的註册量将迅速成长,到 2024 年 12 月将占据 33.6% 的市场份额。这反映出人们对需要高品质润滑的复杂动力传动系统的依赖性日益增强。
同时,全球老旧车辆保有量的成长成为汽车售后市场持续销售量的关键促进者。随着消费者推迟购买新车,现有车辆的平均使用寿命不断延长,直接导致换油和保养服务的频率增加,从而延长了引擎寿命。这一趋势为服务供应商和润滑油供应商创造了可持续的收入基础,抵消了原厂加註需求可能出现的下降。根据汽车养护协会(Auto Care Association,2025年6月)发布的《2026年汽车养护概况》(Auto Care Factbook 2026),道路上行驶的轻型车辆的平均车龄将达到创纪录的12.8年,凸显了对定期保养加註产品的结构性需求。这种持续的需求也体现在该行业的财务稳定性上,福斯公司(Fuchs SE)报告称,其2025财年的销售额为35亿欧元,这表明润滑油市场持续保持经济韧性。
电动车的日益普及改变了车辆的机械需求,为全球汽车润滑油市场带来了根本的挑战。传统的内燃机车严重依赖引擎油,引擎油消耗量占润滑油总量的绝大部分。然而,电池式电动车无需内燃机,几乎完全消除了对这种大容量引擎油的需求。虽然电动动力传动系统仍需要用于温度控管和传动系统的专用油液,但与传统汽车相比,每辆车的油液总量已显着减少。这种结构性变化意味着,随着电动车市场份额的成长,作为产业主要收入来源的产品需求将会下降,从而对整体市场扩张构成重大限制。
这项结构性变化得到了主要汽车市场最新数据的支持。根据中国汽车工业协会预测,到2024年,新能源汽车销售将达到1,287万辆。非燃油汽车销售的快速成长正在产生一种脱钩效应:全球汽车产量依然强劲,而润滑油需求却停滞不前。因此,传统汽车被电动车取代,直接阻碍了润滑油产业传统上赖以生存的销售量成长。
在产业转型为循环经济模式、旨在减少对化石燃料依赖的推动下,再生基础油的日益普及正迅速成为结构性趋势。润滑油製造商正积极实施闭合迴路回收系统,收集、加工废油并将其转化为高纯度基础油。这在不影响产品技术性能的前提下,降低了产品整个生命週期的碳足迹。关键供应商的重大结构性变革正反映了这种向永续采购的策略转变。胜牌公司(Valvoline Inc.)于2024年6月发布的《2023年企业社会责任报告》显示,该公司废油回收量较上年度增长了39%,凸显了其回收基础设施的快速扩张,以实现其雄心勃勃的环境目标。
同时,对生物基和环保润滑油日益增长的需求正迫使製造商从根本上调整其创新预算,转向脱碳和非化石基配方技术。与仅旨在提高引擎燃油经济性的传统效率提升不同,这一趋势着重于透过使用可生物降解的酯类和可再生原料来最大限度地降低润滑油本身的碳含量。业界对这项深度技术革新的承诺体现在市场领导对资金的大幅重新分配。根据壳牌公司于2024年3月发布的《2023年永续发展报告》,这家能源巨头将其研发总预算的49%分配给了脱碳计划,证实了低碳产品开发将在未来市场格局中发挥的关键作用。
The Global Automotive Lubricant Market is projected to expand from USD 78.55 Billion in 2025 to USD 96.84 Billion by 2031, reflecting a compound annual growth rate of 3.55%. Automotive lubricants, comprising specialized fluids and greases, are designed to reduce friction, dissipate heat, and prevent wear in components such as engines and transmissions. The market is primarily supported by the continuous growth of the global vehicle fleet and the necessity of regular maintenance intervals. A key factor driving this expansion is the substantial volume of new vehicle manufacturing, which guarantees a consistent demand for factory-fill products. According to the International Organization of Motor Vehicle Manufacturers, global motor vehicle production reached 92.5 million units for the 2024 year in 2025. This significant output establishes a steady baseline for lubricant consumption worldwide.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 78.55 Billion |
| Market Size 2031 | USD 96.84 Billion |
| CAGR 2026-2031 | 3.55% |
| Fastest Growing Segment | PC |
| Largest Market | Asia Pacific |
Nevertheless, the industry faces a considerable challenge arising from the increasing adoption of electric vehicles. This transition removes the internal combustion engine, thereby eliminating the need for traditional engine oils, which constitute the majority of lubricant volume. Although electric drivetrains require specialized fluids for thermal management and transmission systems, the total lubricant requirement per vehicle is significantly lower. This structural shift presents a tangible obstacle to market expansion as the global automotive landscape increasingly electrifies.
Market Driver
Stringent emission regulations are fundamentally reshaping engine designs, necessitating the development and adoption of advanced lubricant formulations. To meet increasingly tight compliance targets, manufacturers are pivoting toward hybrid powertrains, which require specialized fluids capable of managing the intermittent operation and high thermal stress of downsized internal combustion engines. This regulatory pressure sustains critical demand for high-performance synthetic oils, ensuring that the internal combustion engine remains a volume driver even as electrification expands. According to the European Automobile Manufacturers' Association, January 2025, in the 'European Car Sales 2024' update, this technological transition was evident as hybrid-electric vehicle registrations surged to capture a 33.6% market share in December 2024, underscoring the growing reliance on complex drivetrains that demand premium lubrication.
Simultaneously, the aging global vehicle fleet serves as a primary catalyst for sustained volume in the automotive aftermarket. As consumers delay new vehicle purchases, the average lifespan of existing fleets extends, directly increasing the frequency of oil changes and maintenance services required to preserve engine longevity. This trend creates a recurring revenue baseline for service providers and fluid suppliers, offsetting potential declines in factory-fill demand. According to the Auto Care Association, June 2025, in the '2026 Auto Care Factbook', the average age of light vehicles on the road climbed to a record 12.8 years, reinforcing the structural necessity for regular service-fill products. The sector's financial stability reflects this enduring need; according to Fuchs SE, in 2025, the company closed the 2024 financial year with sales revenues of €3.5 billion, highlighting the lubricant market's continued economic resilience.
Market Challenge
The rising adoption of electric vehicles presents a fundamental challenge to the global automotive lubricant market by altering the mechanical requirements of the vehicle fleet. Traditional internal combustion engine vehicles rely heavily on engine oils, which constitute the largest proportion of lubricant consumption by volume. However, battery electric vehicles operate without internal combustion engines, effectively eliminating the need for these high-volume motor oils. While electric powertrains still require specialized fluids for thermal management and transmission systems, the total fluid volume per unit is significantly lower compared to conventional vehicles. This structural shift means that as the market share of electric vehicles increases, the demand for the industry's primary revenue-generating product declines, creating a substantial drag on overall market expansion.
This disruption is underscored by recent data from major automotive markets. According to the China Association of Automobile Manufacturers, in 2024, sales of new energy vehicles reached 12.87 million units. This rapid scaling of non-combustion vehicle sales creates a decoupling effect where global vehicle production may remain robust, but the corresponding requirement for lubricant volume stagnates. Consequently, the replacement of traditional fleets with electric alternatives directly hampers the volume growth that the lubricant industry has historically relied upon.
Market Trends
The increased utilization of re-refined base oils is rapidly emerging as a structural trend, driven by the industry's shift toward circular economy models to reduce dependence on virgin fossil resources. Lubricant manufacturers are actively integrating closed-loop recycling systems that capture and process used oil into high-purity base stocks, allowing them to lower the lifecycle carbon footprint of their products without compromising technical performance. This strategic pivot toward sustainable sourcing is being quantified by significant operational shifts among major suppliers. According to Valvoline Inc., June 2024, in the 'Fiscal Year 2023 Corporate Social Responsibility Report', the company successfully increased its volume of recycled waste oil by 39% compared to the previous year, highlighting the rapid scaling of recovery infrastructures to meet aggressive environmental targets.
Simultaneously, the rising demand for bio-based and eco-friendly lubricants is compelling manufacturers to redirect innovation budgets fundamentally toward decarbonization and non-fossil formulations. Unlike traditional efficiency improvements aimed solely at engine fuel economy, this trend focuses on minimizing the embodied carbon of the fluid itself through the utilization of biodegradable esters and renewable feedstocks. The sector's commitment to this deep-tech reformulation is evident in the substantial reallocation of financial resources by market leaders. According to Shell plc, March 2024, in the 'Sustainability Report 2023', the energy major allocated 49% of its total research and development budget to decarbonization projects, underscoring the critical role that low-carbon product development now plays in the future market landscape.
Report Scope
In this report, the Global Automotive Lubricant Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Automotive Lubricant Market.
Global Automotive Lubricant Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: