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市場調查報告書
商品編碼
1943643
汽車潤滑油市場-全球產業規模、佔有率、趨勢、競爭格局、機會及預測(依車輛類型、銷售管道、產品類型、地區及競爭狀況分類,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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全球汽車潤滑油市場預計將從 2025 年的 785.5 億美元成長到 2031 年的 968.4 億美元,複合年成長率為 3.55%。
汽車潤滑油包括專用液體和潤滑脂,旨在減少摩擦、散熱並防止引擎、變速箱和其他零件的磨損。全球汽車保有量的持續成長以及定期保養的需求是推動這一市場成長的主要因素。推動這項擴張的關鍵因素是新車產量龐大,這確保了對原廠潤滑油的穩定需求。根據國際汽車製造商協會(OICA)的數據,2025年全球汽車產量將達到9,250萬輛,高於2024年。如此龐大的產量為全球潤滑油消費奠定了穩定的基礎。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 785.5億美元 |
| 市場規模:2031年 | 968.4億美元 |
| 複合年成長率:2026-2031年 | 3.55% |
| 成長最快的細分市場 | 個人電腦 |
| 最大的市場 | 亞太地區 |
然而,隨著電動車的普及,汽車產業面臨嚴峻的挑戰。這項轉型將淘汰內燃機,從而消除對傳統機油的需求,而傳統機油目前佔據潤滑油市場的大部分佔有率。雖然電動動力系統需要專用的潤滑油進行溫度控管和傳動,但每輛車的潤滑油總需求量將顯著下降。隨著全球汽車產業加速推進電氣化進程,這種結構性變化對市場擴張構成了實質的阻礙。
嚴格的排放氣體法規正在從根本上重塑引擎設計,這促使人們開發和採用先進的潤滑油配方。為了滿足日益嚴格的監管目標,製造商正在轉向混合動力傳動系統,而混合動力系統需要能夠應對小型化內燃機間歇運轉和高熱應力的專用潤滑油。這種監管壓力將持續推動對高性能合成潤滑油的巨大需求,確保即使在電氣化發展的同時,內燃機仍能維持銷售領先地位。歐洲汽車製造商協會 (ACEA) 於 2025 年 1 月發布的《2024 年歐洲汽車銷售趨勢》報告的最新數據顯示,這項技術轉變顯而易見。報告顯示,混合動力電動車的註冊量將迅速成長,到 2024 年 12 月將佔據 33.6% 的市場佔有率。這反映出人們對需要高品質潤滑的複雜動力傳動系統的依賴性日益增強。
同時,全球老舊車輛保有量的成長成為汽車售後市場持續銷售量的關鍵促進者。隨著消費者推遲購買新車,現有車輛的平均使用壽命不斷延長,直接導致換油和保養服務的頻率增加,從而延長了引擎壽命。這一趨勢為服務供應商和潤滑油供應商創造了永續的收入基礎,抵消了原廠加註需求可能出現的下降。根據汽車養護協會(Auto Care Association,2025年6月)發布的《2026年汽車養護概況》(Auto Care Factbook 2026),道路上行駛的輕型車輛的平均車齡將達到創紀錄的12.8年,凸顯了對定期保養加註產品的結構性需求。這種持續的需求也體現在該行業的財務穩定性上,福斯公司(Fuchs SE)報告稱,其2025會計年度的銷售額為35億歐元,這表明潤滑油市場持續保持經濟韌性。
電動車的日益普及改變了車輛的機械需求,為全球汽車潤滑油市場帶來了根本的挑戰。傳統的內燃機車嚴重依賴引擎油,引擎油消耗量佔潤滑油總量的絕大部分。然而,電池式電動車無需內燃機,幾乎完全消除了對這種大容量引擎油的需求。雖然電動動力傳動系統仍需要用於溫度控管和傳動系統的專用油液,但與傳統汽車相比,每輛車的油液總量已顯著減少。這種結構性變化意味著,隨著電動車市場佔有率的成長,作為產業主要收入來源的產品需求將會下降,從而對整體市場擴張構成重大限制。
這項結構性變化得到了主要汽車市場最新數據的支持。根據中國汽車工業協會預測,到2024年,新能源汽車銷售將達到1,287萬輛。非燃油汽車銷售的快速成長正在產生一種脫鉤效應:全球汽車產量依然強勁,而潤滑油需求卻停滯不前。因此,傳統汽車被電動車取代,直接阻礙了潤滑油產業傳統上賴以生存的銷售量成長。
在產業轉型為循環經濟模式、旨在減少對化石燃料依賴的推動下,再生基礎油的日益普及正迅速成為結構性趨勢。潤滑油製造商正積極實施閉合迴路回收系統,收集、加工廢油並將其轉化為高純度基礎油。這在不影響產品技術性能的前提下,降低了產品整個生命週期的碳足跡。關鍵供應商的重大結構性變革正反映了這種向永續採購的策略轉變。勝牌公司(Valvoline Inc.)於2024年6月發布的《2023年企業社會責任報告》顯示,該公司廢油回收量較上年度成長了39%,凸顯了其回收基礎設施的快速擴張,以實現其雄心勃勃的環境目標。
同時,對生物基和環保潤滑油日益成長的需求正迫使製造商從根本上調整其創新預算,轉向脫碳和非化石基配方技術。與僅旨在提高引擎燃油經濟性的傳統效率提升不同,這一趨勢著重於透過使用可生物分解的酯類和可再生原料來最大限度地降低潤滑油本身的碳含量。業界對這項深度科技革新的承諾體現在市場領導對資金的大幅重新分配。根據殼牌公司於2024年3月發布的《2023年永續發展報告》,這家能源巨頭將其研發總預算的49%分配給了脫碳計劃,證實了低碳產品開發將在未來市場格局中發揮的關鍵作用。
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: