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市场调查报告书
商品编码
1943672
商用车润滑油市场-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)Commercial Vehicle 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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全球商用车润滑油市场预计将从 2025 年的 1,042.4 亿美元成长到 2031 年的 1,454.6 亿美元,复合年增长率达到 5.71%。
这些润滑油是专为保护卡车、货车、巴士等车辆零件而设计的专用液体。市场的主要驱动力是物流和建设活动的扩张,这些活动需要频繁维护以确保营运效率,而这一趋势与车辆註册量的成长密切相关。例如,欧洲汽车製造商协会 (ACEA) 报告称,到 2024 年,欧盟 (EU) 的新货车註册量将增长 8.3%,达到约 160 万辆,这证实了交通运输行业的强劲发展,而交通运输业正是润滑油消费的主要驱动力。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 1042.4亿美元 |
| 市场规模:2031年 | 1454.6亿美元 |
| 复合年增长率:2026-2031年 | 5.71% |
| 成长最快的细分市场 | 低容量性状 |
| 最大的市场 | 北美洲 |
然而,延长换油週期和车辆电气化对市场扩张构成了重大障碍。合成润滑油技术的进步使得车辆无需维护运作更长时间,从而减少了每年的换油量。此外,电动动力传动系统的普及(其用油量低于内燃机)也对传统引擎油的需求构成了威胁。这种技术转型正在创造一种环境,在这种环境下,效率的提高和替代动力系统的应用将阻碍销售成长。
全球商用车生产和销售的成长是推动机油、变速箱油和润滑脂需求的主要因素。随着製造地为满足经济需求而提高产量,新车初始加註和补充所需的润滑油总量也相应增加。新车不断涌入全球汽车保有量,为售后市场消费奠定了长期基础,因为每辆车都需要定期更换润滑油以满足保固要求并保持功能正常。根据中国汽车工业协会2024年1月发布的《2023年汽车产业生产与销售状况》报告,中国商用车产量将达到404万辆,显示大规模生产活动对润滑油的需求庞大。持续不断的卡车和多用途车辆的涌入,确保了润滑油产品需求的稳定,不受改装趋势的影响。
物流和货运行业的扩张透过提高车辆运转率和行驶里程,进一步加速了市场消费。不断增长的货运量迫使车队营运商最大限度地延长车辆运作,导致引擎长时间高负荷运作。这会加速保护性液体的劣化,因此需要严格的维护计画以防止机械故障。这也导致了换油频率的增加。根据美国卡车运输协会 (ATA) 于 2024 年 10 月发布的《2024 年美国卡车运输趋势》报告,美国上年度的卡车货运量达到 111.8 亿吨,凸显了运输车队面临的巨大工作压力。除了货运之外,客运量的復苏也推动了这一成长动能。根据英国汽车製造商和贸易业者协会 (SMMT) 预测,2024 年英国註册的巴士和长途客车数量英国将增加 44.6%,证实了各商业领域对润滑油的广泛需求。
延长换油週期和车辆电气化程度的提高是全球商用车润滑油市场销售成长的主要障碍。合成润滑油技术的改进提高了机油的热稳定性和耐久性,使车队营运商能够显着延长定期保养週期。这一发展直接降低了换油频率,从而减少了每辆车的年度润滑油总消耗。此外,内燃机逐步被电动动力动力传动系统取代,彻底消除了对传统机油的需求,从根本上降低了对产品类型的需求。
这种电气化趋势在公共运输领域尤其明显,车辆更新换代正在加速。根据欧洲汽车製造商协会(ACEA)预测,到2024年,欧盟新增电池动力公车註册量将比前一年增加26.8%。电动公车的显着普及将取代柴油公车,直接缩小传统商用润滑油的潜在市场,并有助于降低整体油耗。
随着商用车队向电气化转型,专用电子流体的开发代表着重大的结构性转变。与需要重型机油的内燃机不同,电动动力传动系统需要先进的温度控管流体和专用变速箱润滑脂来解决高压和铜腐蚀问题。随着製造商为满足监管目标而扩大零排放车辆的普及,这项转型正在加速,从而为优先考虑导热性而非燃烧稳定性的流体技术创造了一个新的细分市场。根据国际能源总署(IEA)于2024年4月发布的《2024年全球电动车展望》报告,2023年全球电动卡车销量将达到约54,000辆,这就需要建立专门的介电冷却液供应链,因为介电冷却液与传统的碳氢化合物基润滑油有着本质上区别。
随着製造商积极回应日益严格的燃油经济性法规,低黏度润滑油的采用正在加速。配方师正转向使用低黏度等级的润滑油,以降低引擎内部摩擦,从而在不影响重载工况下磨损保护的前提下提高燃油效率。政府政策旨在大幅减少物流业的碳足迹,迫使原始设备製造商(OEM)使用更轻质的润滑油以获得引擎认证,这推动了这项技术变革。根据欧洲理事会2024年5月发布的关于「重型车辆二氧化碳排放标准」的新闻稿,理事会通过了相关法规,目标是到2040年将新型重型车辆的二氧化碳排放减少90%。使用能够最大限度减少能量损失的节能型润滑油对于实现这一目标至关重要。
The Global Commercial Vehicle Lubricant Market is projected to expand from USD 104.24 Billion in 2025 to USD 145.46 Billion by 2031, achieving a CAGR of 5.71%. These lubricants are specialized fluids designed to safeguard components in trucks, vans, and buses. The market is primarily propelled by growing logistics and construction activities, which demand frequent maintenance to ensure operational efficiency, a trend that correlates with rising vehicle registrations. For instance, the European Automobile Manufacturers' Association reported that new van registrations in the European Union increased by 8.3 percent in 2024 to nearly 1.6 million units, underscoring the robust activity in the transport sector that drives lubricant consumption.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 104.24 Billion |
| Market Size 2031 | USD 145.46 Billion |
| CAGR 2026-2031 | 5.71% |
| Fastest Growing Segment | LCV |
| Largest Market | North America |
However, market expansion confronts significant obstacles due to the extension of oil drain intervals and the electrification of fleets. Improvements in synthetic lubricant technology enable vehicles to operate for longer periods between services, thereby reducing the annual volume of oil required. Furthermore, the shift toward electric powertrains, which utilize fewer fluids than internal combustion engines, poses a threat to traditional engine oil demand. This technological transition creates an environment where volume growth is hindered by efficiency gains and the adoption of alternative propulsion systems.
Market Driver
Rising global production and sales of commercial vehicles are major drivers for the demand for engine oils, transmission fluids, and greases. As manufacturing hubs increase output to meet economic needs, the cumulative volume of required initial fill and top-up lubricants rises proportionately. This introduction of new units into the global fleet establishes a long-term foundation for aftermarket consumption, as each vehicle necessitates regular fluid changes to maintain warranty compliance and operational functionality. According to the China Association of Automobile Manufacturers' 'Production and Sales of Automobile Industry in 2023' report from January 2024, commercial vehicle production in China reached 4.04 million units, demonstrating the massive scale of manufacturing activity that requires substantial lubricant volumes. This continuous influx of new trucks and utility vehicles ensures a steady baseline of demand for lubrication products regardless of retrofit trends.
The expansion of the logistics and freight transportation sectors further intensifies market consumption through increased vehicle utilization rates and mileage accumulation. Higher freight volumes compel fleet operators to maximize vehicle uptime, resulting in engines operating under heavy loads for extended periods, which accelerates the degradation of protective fluids. This operational intensity forces strict adherence to maintenance schedules to prevent mechanical failures, thereby driving the frequency of oil drains. According to the American Trucking Associations' 'American Trucking Trends 2024' report from October 2024, trucks moved 11.18 billion tons of freight in the United States during the previous year, underscoring the heavy workload placed on transport fleets. Beyond freight, the recovery in passenger transit also contributes to this momentum; the Society of Motor Manufacturers and Traders noted a 44.6 percent increase in bus and coach registrations in the UK in 2024, reinforcing the broad necessity for lubricants across diverse commercial segments.
Market Challenge
The lengthening of oil drain intervals and the increasing electrification of fleets constitute a significant impediment to volume growth in the global commercial vehicle lubricant market. Operational efficiency improvements in synthetic lubricant technology have enhanced the thermal stability and durability of engine oils, allowing fleet operators to significantly extend the mileage between scheduled maintenance services. This development directly reduces the frequency of oil changes, thereby contracting the total annual volume of lubricant required per vehicle. Furthermore, the progressive replacement of internal combustion engines with electric powertrains eliminates the need for traditional engine oils entirely, creating a structural decline in demand for the market's highest-volume product category.
This trend toward electrification is particularly evident in the public transport sector, where fleet turnover is accelerating. According to the European Automobile Manufacturers' Association (ACEA), in 2024, new registrations of electrically chargeable buses in the European Union increased by 26.8 percent compared to the previous year. This substantial rise in electric bus deployment displaces diesel-powered units, directly eroding the addressable market for conventional commercial lubricants and dampening overall consumption rates.
Market Trends
The development of specialized e-fluids represents a critical structural shift as the industry adapts to the electrification of commercial fleets. Unlike internal combustion engines requiring heavy-duty engine oils, electric powertrains demand advanced thermal management fluids and specialized transmission greases to handle high voltage and copper corrosion issues. This transition accelerates as manufacturers increase the deployment of zero-emission vehicles to meet regulatory targets, creating a new niche for fluid technology that prioritizes thermal conductivity over combustion stability. According to the International Energy Agency's 'Global EV Outlook 2024' report from April 2024, global sales of electric trucks reached nearly 54,000 units in 2023, necessitating a distinct supply chain for dielectric coolants that differ fundamentally from conventional hydrocarbon lubricants.
The adoption of low-viscosity lubricants is intensifying as manufacturers comply with stringent fuel economy regulations. Formulators are shifting toward lower viscosity grades to reduce internal engine friction, thereby improving fuel efficiency without compromising wear protection under high-load conditions. This technical evolution is mandated by government policies aiming to drastically curtail the carbon footprint of the logistics sector, forcing OEMs to utilize lighter oils to ensure engine certification. According to the European Council's May 2024 press release on 'CO2 emission standards for heavy-duty vehicles,' the council adopted a regulation requiring a 90 percent reduction in CO2 emissions from new heavy-duty vehicles by 2040, a target that compels the usage of energy-conserving lubricants to minimize parasitic energy losses.
Report Scope
In this report, the Global Commercial Vehicle 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 Commercial Vehicle Lubricant Market.
Global Commercial Vehicle 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: