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市場調查報告書
商品編碼
1943655
三輪車潤滑油市場-全球產業規模、佔有率、趨勢、機會及預測(依車輛類型、銷售管道、產品類型、地區及競爭格局分類,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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全球三輪車潤滑油市場預計將從 2025 年的 165.1 億美元成長到 2031 年的 219.9 億美元,複合年成長率為 4.89%。
該市場主要由專用變速箱油、潤滑脂和引擎油組成,旨在維護三輪車和自動人力車的耐用性和性能。推動該細分市場發展的關鍵因素是快速的都市化以及開發中國家對經濟實惠的「最後一公里」物流服務日益成長的需求,而車輛保有量的增加又持續帶動了售後維護需求。車輛保有量與潤滑油使用量之間存在直接關聯,這為市場活動提供了穩定的基礎。根據印度汽車經銷商協會聯合會的報告,2024年10月印度三輪車零售年增約11%,證實了車輛的強勁普及率支撐了對潤滑油的需求。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 165.1億美元 |
| 市場規模:2031年 | 219.9億美元 |
| 複合年成長率:2026-2031年 | 4.89% |
| 成長最快的細分市場 | 貨物 |
| 最大的市場 | 亞太地區 |
然而,由於向電動出行的加速轉型,該行業面臨巨大的挑戰。與內燃機相比,電動三輪車無需引擎油,變速箱油用量也更少,因此潤滑油消耗量顯著降低。這種技術轉型可能會阻礙因素市場成長,因為電池動力車輛的日益普及最終可能導致單位潤滑油總消耗量的結構性下降。
新興市場三輪車保有量的快速成長是全球潤滑油產業的重要驅動力,車輛保有量的成長與潤滑油的持續消耗直接相關。開發中國家優先發展經濟實惠的城市交通,大量湧入的內燃機三輪車正在創造對機油和變速箱油的持續售後市場需求。這種由銷售主導的成長在印度等主要市場尤其明顯,這些市場的三輪車保有量正在加速成長。印度汽車製造商協會 (SIAM) 在 2024 年 4 月發布的《汽車業銷售業績》報告中指出,2023-24 會計年度印度國內三輪車銷量將成長 41.5%,達到 69.1 萬輛。
隨著車隊規模的擴大,末端配送和電商物流的快速發展正在從根本上改變車輛的使用模式,並加快潤滑油的更換週期。用於物流的貨運三輪車必須承受嚴苛的駕駛條件,例如重載和頻繁的城市啟停,這會加速機油劣化,因此與乘用車相比,需要更短的換油週期。例如,巴賈吉汽車公司於2024年5月發布的2023-2024會計年度綜合年度報告顯示,該公司國內貨運三輪車的銷量在該會計年度實現了強勁的30%成長。這種營運實力的提升確保了供應商的收入穩定性。嘉實多印度公司報告稱,其2024年第二季的營業收入年增5%,顯示汽車潤滑油產業持續保持韌性。
向電動出行的持續轉型正在對全球三輪車潤滑油市場的擴張構成結構性限制。與需要定期補充機油和變速箱油的內燃機車不同,電動三輪車採用電池驅動的動力傳動系統,因此無需使用引擎機油。這項技術變革顯著降低了每輛車所需的潤滑油量,直接影響了傳統潤滑油的潛在市場規模。隨著燃油汽車比例的下降,涉及潤滑油的維護服務的頻率和數量也將大幅減少。
這些車輛的快速普及導致售後市場潛在消費量顯著下降。根據印度汽車經銷商聯合會的數據,2024會計年度,電動車約佔印度三輪車零售總額的53%。由於車隊營運商越來越傾向於選擇電池驅動車型以降低營運成本,傳統潤滑油的需求持續承壓。這一趨勢表明,銷售量成長可能與車隊規模擴張脫鉤,因為大多數新車註冊對傳統潤滑油市場的收入貢獻甚微。
專用電動車 (EV) 潤滑油和潤滑脂的開發,標誌著製造商在適應三輪車隊電氣化轉型過程中迎來了一個關鍵的技術轉折點。向電池驅動系統的轉變消除了對引擎油的需求,但也為高性能溫度控管液和用於減速齒輪的齒輪油創造了新的市場,這些齒輪油是維護馬達所必需的。這種轉變使得潤滑油供應商能夠透過提供滿足現代電動出行平台獨特冷卻和潤滑需求的增值產品來保持競爭力。例如,《經濟時報》2024 年 11 月發表的一篇報導“海灣石油公司續簽與比亞喬印度公司的合作協議”的文章報道,海灣石油公司已延長其獨家供應協議,繼續為比亞喬的電動商用三輪車供應一系列先進的電動汽車潤滑油。
同時,基於應用程式的維修技師忠誠度計畫的興起,正在重塑品牌在分散的「最後一公里」物流領域獲取售後市場佔有率的方式。潤滑油製造商正積極推動經銷網路的數位化,以涵蓋獨立三輪車維修店集中的半都市區和農村市場。這項策略繞過了傳統的仲介業者,直接與維修技師建立聯繫,從而確保產品的正宗使用和品牌忠誠度。為了證明這項基層推廣工作的規模,嘉實多印度公司在2024年10月的2024會計年度第三季財報電話會議上宣布,其分銷網路已成功擴展至覆蓋農村地區的35,000家維修店和零售網點,從而提升了各類車輛運營商的服務可及性。
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: