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市场调查报告书
商品编码
1943655
三轮车润滑油市场-全球产业规模、份额、趋势、机会及预测(依车辆类型、销售管道、产品类型、地区及竞争格局划分,2021-2031年)Three-wheeler Lubricant Market - Global Industry Size, Share, Trends Opportunity, and Forecast, Segmented By Vehicle Type, By Sales Channel, By Product Type, By Region & Competition, and By Competition, 2021-2031F |
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全球三轮车润滑油市场预计将从 2025 年的 165.1 亿美元成长到 2031 年的 219.9 亿美元,复合年增长率为 4.89%。
该市场主要由专用变速箱油、润滑脂和引擎油组成,旨在维护三轮车和自动人力车的耐用性和性能。推动该细分市场发展的关键因素是快速的都市化以及开发中国家对经济实惠的「最后一公里」物流服务日益增长的需求,而车辆保有量的增加又持续带动了售后维护需求。车辆保有量与润滑油使用量之间存在直接关联,这为市场活动提供了稳定的基础。根据印度汽车经销商协会联合会的报告,2024年10月印度三轮车零售年增约11%,证实了车辆的强劲普及率支撑了对润滑油的需求。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 165.1亿美元 |
| 市场规模:2031年 | 219.9亿美元 |
| 复合年增长率:2026-2031年 | 4.89% |
| 成长最快的细分市场 | 货物 |
| 最大的市场 | 亚太地区 |
然而,由于向电动出行的加速转型,该行业面临巨大的挑战。与内燃机相比,电动三轮车无需引擎油,变速箱油用量也更少,因此润滑油消耗量显着降低。这种技术转型可能会阻碍因素市场成长,因为电池动力车辆的日益普及最终可能导致单位润滑油总消耗量的结构性下降。
新兴市场三轮车保有量的快速成长是全球润滑油产业的重要驱动力,车辆保有量的成长与润滑油的持续消耗直接相关。开发中国家优先发展经济实惠的城市交通,大量涌入的内燃机三轮车正在创造对机油和变速箱油的持续售后市场需求。这种由销售主导的成长在印度等主要市场尤其明显,这些市场的三轮车保有量正在加速成长。印度汽车製造商协会 (SIAM) 在 2024 年 4 月发布的《汽车业销售业绩》报告中指出,2023-24 财年印度国内三轮车销量将成长 41.5%,达到 69.1 万辆。
随着车队规模的扩大,末端配送和电商物流的快速发展正在从根本上改变车辆的使用模式,并加快润滑油的更换週期。用于物流的货运三轮车必须承受严苛的驾驶条件,例如重载和频繁的城市启停,这会加速机油劣化,因此与乘用车相比,需要更短的换油週期。例如,巴贾吉汽车公司于2024年5月发布的2023-2024财年综合年度报告显示,该公司国内货运三轮车的销量在该财年实现了强劲的30%增长。这种营运实力的提升确保了供应商的收入稳定性。嘉实多印度公司报告称,其2024年第二季的营业收入年增5%,显示汽车润滑油产业持续保持韧性。
向电动出行的持续转型正在对全球三轮车润滑油市场的扩张构成结构性限制。与需要定期补充机油和变速箱油的内燃机车不同,电动三轮车采用电池驱动的动力传动系统,因此无需使用引擎机油。这项技术变革显着降低了每辆车所需的润滑油量,直接影响了传统润滑油的潜在市场规模。随着燃油汽车比例的下降,涉及润滑油的维护服务的频率和数量也将大幅减少。
这些车辆的快速普及导致售后市场潜在消费量显着下降。根据印度汽车经销商联合会的数据,2024财年,电动车约占印度三轮车零售总额的53%。由于车队营运商越来越倾向于选择电池驱动车型以降低营运成本,传统润滑油的需求持续承压。这一趋势表明,销售量成长可能与车队规模扩张脱钩,因为大多数新车註册对传统润滑油市场的收入贡献甚微。
专用电动车 (EV) 润滑油和润滑脂的开发,标誌着製造商在适应三轮车队电气化转型过程中迎来了一个关键的技术转折点。向电池驱动系统的转变消除了对引擎油的需求,但也为高性能温度控管液和用于减速齿轮的齿轮油创造了新的市场,这些齿轮油是维护马达所必需的。这种转变使得润滑油供应商能够透过提供满足现代电动出行平台独特冷却和润滑需求的增值产品来保持竞争力。例如,《经济时报》2024 年 11 月发表的一篇报导“海湾石油公司续签与比亚乔印度公司的合作协议”的文章报道,海湾石油公司已延长其独家供应协议,继续为比亚乔的电动商用三轮车供应一系列先进的电动汽车润滑油。
同时,基于应用程式的维修技师忠诚度计画的兴起,正在重塑品牌在分散的「最后一公里」物流领域获取售后市场份额的方式。润滑油製造商正积极推动经销网路的数位化,以涵盖独立三轮车维修店集中的半都市区和农村市场。这项策略绕过了传统的仲介业者,直接与维修技师建立联繫,从而确保产品的正宗使用和品牌忠诚度。为了证明这项基层推广工作的规模,嘉实多印度公司在2024年10月的2024财年第三季财报电话会议上宣布,其分销网络已成功扩展至覆盖农村地区的35,000家维修店和零售网点,从而提升了各类车辆运营商的服务可及性。
The Global Three-wheeler Lubricant Market is projected to expand from USD 16.51 Billion in 2025 to USD 21.99 Billion by 2031, registering a CAGR of 4.89%. This market comprises specialized transmission fluids, greases, and engine oils designed to uphold the durability and performance of motorized tricycles and auto-rickshaws. The primary impetus for this sector is rapid urbanization and the growing need for affordable last-mile logistics in developing nations, which creates a continuous requirement for aftermarket maintenance as fleets grow. A direct correlation exists between fleet size and fluid usage, providing a steady baseline for market activity. As reported by the Federation of Automobile Dealers Associations, three-wheeler retail sales in India saw an approximate 11 percent year-over-year increase in October 2024, underscoring the robust vehicle uptake that sustains lubricant demand.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 16.51 Billion |
| Market Size 2031 | USD 21.99 Billion |
| CAGR 2026-2031 | 4.89% |
| Fastest Growing Segment | Cargo |
| Largest Market | Asia Pacific |
However, the industry faces a substantial hurdle due to the accelerating shift toward electric mobility. Compared to internal combustion engines, electric three-wheelers consume significantly fewer lubricants, as they eliminate the need for engine oil and require smaller volumes of transmission fluids. This technological transition poses a potential constraint on market growth, as the widespread adoption of battery-operated vehicles could eventually result in a structural decrease in the total volume of lubricant consumption per unit.
Market Driver
The rapid growth of three-wheeler fleets in emerging markets acts as the fundamental driver for the global lubricant industry, converting increases in vehicle numbers directly into sustained fluid consumption. As developing nations prioritize affordable intra-city mobility, the massive influx of internal combustion engine (ICE) three-wheelers generates a recurring aftermarket need for engine oils and transmission fluids. This volume-driven growth is clearly visible in major markets like India, where fleet proliferation is speeding up. The Society of Indian Automobile Manufacturers (SIAM) noted in its April 2024 'Auto Industry Sales Performance' report that domestic three-wheeler sales in India surged by 41.5 percent, reaching 6.91 lakh units during the 2023-24 financial year.
Alongside fleet expansion, the boom in last-mile delivery and e-commerce logistics is fundamentally changing vehicle usage patterns, thereby intensifying lubricant replacement cycles. Cargo three-wheelers used in logistics endure severe operating conditions, such as heavy loads and frequent stop-start city driving, which accelerates oil degradation and requires shorter drain intervals compared to passenger carriers. Highlighting the momentum in this segment, Bajaj Auto's 'Integrated Annual Report 2023-24' from May 2024 revealed a robust 30 percent increase in the company's domestic cargo three-wheeler sales for the fiscal year. This heightened operational intensity ensures revenue stability for suppliers; Castrol India reported a 5 percent year-on-year revenue increase from operations in the second quarter of 2024, demonstrating the continued resilience of the automotive fluid sector.
Market Challenge
The growing transition toward electric mobility presents a structural limitation to the expansion of the global three-wheeler lubricant market. Unlike internal combustion engine vehicles that need regular replenishment of engine oils and transmission fluids, electric three-wheelers utilize battery-driven powertrains that remove the necessity for engine oil entirely. This technological shift drastically reduces the fluid volume required per vehicle, directly affecting the total addressable market for traditional lubricants. As the vehicle population moves away from fuel-based engines, the frequency and volume of maintenance services involving lubricants decline significantly.
The swift adoption of these vehicles creates a measurable reduction in potential aftermarket consumption rates. Data from the Federation of Automobile Dealers Associations indicates that in the financial year 2024, electric vehicles accounted for approximately 53 percent of total three-wheeler retail sales in India. As fleet operators increasingly favor these battery-operated models to cut operational costs, the demand for conventional lubricants faces ongoing pressure. This trend suggests that volume growth will likely decouple from fleet expansion, as a larger proportion of new vehicle registrations contributes minimal revenue to the traditional lubricant sector.
Market Trends
The development of specialized Electric Vehicle (EV) fluids and greases marks a crucial technological pivot as manufacturers adjust to the electrification of three-wheeler fleets. Although the switch to battery-operated drivetrains eliminates the need for engine oil, it has opened a niche market for high-performance thermal management fluids and reduction gear oils required to maintain electric motors. This shift allows lubricant suppliers to stay relevant by providing value-added products tailored to the specific cooling and lubrication needs of modern e-mobility platforms. Illustrating this strategic alignment, The Economic Times reported in November 2024, in the article 'Gulf Oil renews partnership with Piaggio India', that Gulf Oil extended its exclusive agreement to supply a new line of advanced EV fluids specifically designed for Piaggio's electric commercial three-wheelers.
Simultaneously, the growth of app-based mechanic loyalty and engagement programs is reshaping how brands secure aftermarket share in the fragmented last-mile logistics sector. Lubricant companies are aggressively digitizing their distribution networks to reach semi-urban and rural markets, where a significant amount of independent three-wheeler maintenance occurs. This strategy bypasses traditional intermediaries, establishing direct relationships with mechanics to ensure genuine product usage and brand retention. Confirming the scale of this grassroots outreach, Castrol India stated in its '3Q 2024 Earnings Conference Call' in October 2024 that its distribution network expansion successfully covered 35,000 workshops and retail outlets in rural areas, reinforcing service accessibility for diverse vehicle operators.
Report Scope
In this report, the Global Three-wheeler 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 Three-wheeler Lubricant Market.
Global Three-wheeler 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: