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【周度分析】车市扫描(2025年6月9日-6月15日)
乘联分会· 2025-06-18 08:46
点 击 蓝 字 关 注 我 们 本文全文共 2846 字,阅读全文约需 9 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载:www.cpcaauto.com 1.本周车市概述 乘用车: 6月1-15日,全国乘用车市场零售70.6万辆,同比去年6月同期增长20%,较上月同期下降9%, 今年以来累计零售952.2万辆,同比增长10%;6月1-15日,全国乘用车厂商批发71.4万辆,同比去年6月同期增 长24%,较上月同期增长4%,今年以来累计批发1,150.4万辆,同比增长12%。 新能源: 6月1-15日,全国乘用车新能源市场零售40.2万辆,同比去年6月同期增长38%,较上月同期增长 0%,全国新能源市场零售渗透率57%,今年以来累计零售476万辆,同比增长35%;6月1-15日,全国乘用车厂 商新能源批发36.9万辆,同比去年6月同期增长18%,较上月同期下降2%,全国新能源厂商批发渗透率51.7%, 今年以来累计批发557.6万辆,同比增长38%。 2.2025年6月全国乘用车零售市场平稳较强 | | 1-8日 | 9-15日 | 16-22日 | 23-30日 | 1-15日 | ...
【库存系数】2025年5月汽车经销商库存系数为1.38
乘联分会· 2025-06-18 08:46
点 击 蓝 字 关 注 我 们 本文全文共 1351 字,阅读全文约需 4 分钟 2025年6月10日,中国汽车流通协会发布2025年5月份"汽车经销商库存"调查结果:5月份汽车经销商综合 库存系数为1.38,环比下降2.1%,同比下降4.2%,库存水平处于警戒线以下,处于合理区间。 一、5月份库存系数同比、环比双降 中国汽车流通协会早在 2010 年 3 月就提出了 " 库存预警体系 " 的建设,并从 2010 年 7 月开始定期开展汽车经 销商的库存调查。通过汽车经销商的购销存调查,计算各品牌汽车库存状况和行业综合库存系数 ( 库存系数 = 期末库存量 / 当期销售量 ) ,反映汽车经销商所经销商的汽车品牌当前的库存深度,引导厂家合理安排生产,降 低经营风险。 汽车经销商库存调查的目的:第一,把握市场脉搏。通过对全国各品牌汽车经销商库存状况调查,及时 掌握行业总体状况,预测未来市场趋势;第二,辅助调控决策。通过了解经销商库存变动,为相关部门制定调 控措施提供精准的信息。第三,监控运营风险。及时反映汽车市场产销波动,为厂家合理安排生产计划,为经 销商制定营销策略及控制经营风险提供参考。 5月汽车市场呈现"前 ...
【快讯】每日快讯(2025年6月18日)
乘联分会· 2025-06-18 08:46
点 击 蓝 字 关 注 我 们 本文全文共 3954 字,阅读全文约需 13 分钟 目录 国内新闻 国外新闻 时间:2025.6.18 来源: 财联社 6月17日,《广州开发区、黄埔区支持集成电路产业高质量发展若干政策措施》发布。其中提出,重点突 破CPU(中央处理器)、GPU(图形处理器)、FPGA(现场可编程门阵列)等高端芯片设计,大力支持人工 智能芯片、光芯片、物联网芯片、存储芯片、射频芯片、基带芯片、车规级芯片、显示驱动芯片等芯片的开发 设计,鼓励企业自主开展基于新器件、新材料、新工艺的RISC-V、ARM等高端芯片架构设计。对使用多项目 晶圆(MPW)流片进行研发或首次完成全掩膜(Full mask)工程流片的设计企业,以及开展高端传感器首轮 流片的智能传感器企业,按照不高于流片费用40%分档给予补助(相关费用按照不含税计算),每家企业每年 最高补贴500万元。 2 蔚来宣布2025-2026年进一步拓展欧洲市场 时间:2025.6.18 来源:第一电动 商用车 1.广州开发区、黄埔区:重点突破CPU、GPU等高端芯片设计 2.蔚来宣布2025-2026年进一步拓展欧洲市场 3.江汽集团与华为签约: ...
【快讯】每日快讯(2025年6月17日)
乘联分会· 2025-06-17 08:43
Domestic News - Shenzhen has launched the "Super Charging City 2.0" construction plan, aiming to accelerate the application of high-power charging technologies for heavy trucks and passenger vehicles [3] - FAW Audi has accelerated its channel layout with the opening of the first 100 authorized stores for the Q6 Le-tron family, planning to have over 500 stores by mid-July, providing a complete luxury electric service network [4] - Zeekr has integrated the Doubao large model technology into its new version of ZEEKRAIOS, enhancing its smart cockpit capabilities with improved semantic understanding and local service integration [5] - SAIC-GM-Wuling has selected 9 new energy models for the 2025 rural promotion campaign, aiming to increase sales in lower-tier markets, with an expected sales share exceeding 60% this year [6] - BYD has announced a patent for a wireless charging system for vehicles, indicating advancements in electric vehicle charging technology [7] - WeRide has signed a cooperation agreement with Uber and Dubai's RTA to deploy commercial Robotaxi services in Dubai, with plans for full unmanned operations by Q1 2026 [8] - Geely's subsidiary WoFei ChangKong has established a regional headquarters project in Hangzhou, focusing on the development of electric vertical takeoff and landing aircraft [9] - LG Energy Solution has signed a 6-year supply agreement for 46 series cylindrical batteries with Chery Automobile, with an order scale of 8 GWh, sufficient for approximately 120,000 electric vehicles [10] Foreign News - The UK government has announced a £4 billion investment to double the number of electric vehicle charging points, aiming to install 100,000 charging stations in England [11] - Canada's overall automotive sales increased by 11.3% year-on-year in April, despite a 28.5% decline in zero-emission vehicle sales [12] - The US and UK have reached a trade agreement that includes a quota of 100,000 vehicles per year for UK car imports, subject to a 10% tariff [13] - Hyundai has commenced production of passenger car engines at its new plant in Talegaon, India, marking a significant expansion in its manufacturing capabilities [13]
【新能源周报】新能源汽车行业信息周报(2025年6月9日-6月15日)
乘联分会· 2025-06-17 08:43
政策信息 1、海关总署:今年前5个月我国出口电动汽车增长 19%,工业机器人增长 55.4% 2、广汽能源与穗开电业达成战略合作,将推动"补能网、微电网、能源交易网"三网 融合 3、中钢协:维护产业链整体利益 共同抵制"内卷式"竞争 点 击 蓝 字 关 注 我 们 目 录 行业信息 10、贵州省能源局发布关于公开征求《贵州省电动汽车充(换)电基础设施建设运营管 理办法》意见的通知 11、苏州市市场监督管理局正式发布《苏州市电动汽车充电桩产品质量监督抽查实施细 则》(2025年版) 4、宁德时代正式宣布量产交付 587Ah 电芯 5、2025年5月我国动力电池装车量 57.1GWh,同比增长 43.1% 6、宁德时代投资布局 换电领域竞争加剧 7、宁德时代第 100万台理想专属电池包下线 8、全国充电桩累计数量破 1400 万台 9、亿纬锂能计划赴港上市 10、全国首个 L4 级自动驾驶公交白皮书发布,首条线路将在成都推出 11、全球新能源车销量暴涨 24%!中国市场首破百万大关 12、工业和信息化部:支持车企"60天账期"承诺促进产业健康发展 13、宁德时代巧克力标准化换电模式将落地香港,计划明年底前建成 1 ...
【宏观经济】一周要闻回顾(2025年6月11日-6月17日)
乘联分会· 2025-06-17 08:43
Industrial Value Added - In May 2025, the industrial value added of enterprises above designated size increased by 5.8% year-on-year, with a month-on-month growth of 0.61% [2][3] - From January to May 2025, the industrial value added grew by 6.3% year-on-year [3] - By sector, mining increased by 5.7%, manufacturing by 6.2%, and electricity, heat, gas, and water production and supply by 2.2% in May [4] Fixed Asset Investment - From January to May 2025, national fixed asset investment (excluding rural households) reached 191,947 billion yuan, a year-on-year increase of 3.7% [8][9] - The investment in the primary industry grew by 8.4%, while the secondary industry saw an increase of 11.4%, and the tertiary industry experienced a decline of 0.4% [10] - Within the secondary industry, industrial investment rose by 11.6%, with manufacturing investment increasing by 8.5% [11] Retail Sales - In May 2025, the total retail sales of consumer goods reached 41,326 billion yuan, marking a year-on-year growth of 6.4% [15][19] - Urban retail sales amounted to 36,057 billion yuan, growing by 6.5%, while rural retail sales reached 5,269 billion yuan, increasing by 5.4% [16] - Online retail sales for the first five months totaled 60,402 billion yuan, reflecting a year-on-year increase of 8.5% [18] Energy Production - In May 2025, the production of raw coal, crude oil, and natural gas saw accelerated growth, while electricity production remained stable [20] - Raw coal production reached 400 million tons in May, with a year-on-year increase of 4.2% [21] - The electricity generation in May was 7,378 billion kilowatt-hours, showing a year-on-year growth of 0.5% [29]
【深度分析】2025年5月份全国乘用车市场深度分析报告
乘联分会· 2025-06-17 08:43
点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告,涵盖了: 一、总体市场 二、车型大类细分市场 三、国别细分市场 四、品牌定位细分市场 五、价格定位细分市场 冒求 Contents 说明 批发销量:国内外批发销量 狭义 乘用车: 轿车、MPV、SUV 轿车、MPV、SUV、微客 数据来源:中国汽车流通协会乘用车市场信息联席分会月报表(产量,零售,批发,出口,获义汇总,广义汇总) 终带 末计入份额低于2%的细分市场 豪华品牌指:弈跑、宝马、奥迪、削迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、讴歌、特斯拉 以起步市场指导价划分,分为≥30万及<30万元两档,≥30万为高端 NEV = BEV(含FCV) + PHEV + EREV .总体市场 ◆狭义乘用车产销情况- -2025年5月及累计 -2025年5月及累计 ◆广义乘用车产销情况 车型大类细分市场 ◆各车型大类市场份额变化 ◆不同级别车型大类增速、销量和份额 -- 2025年5月及累计 三.国别细分市场 ◆各国别市场份额变化 ◆各国别不同车型大类增速、销量和份额 -- 2025年5月及累计 四.品牌定位细分市场 ...
【联合发布】新能源商用车周报(2025年6月第2周)
乘联分会· 2025-06-16 08:36
Market Overview - The market for new energy heavy-duty trucks continues to experience rapid growth, with sales in April reaching 16,384 units, a year-on-year increase of 245%, and a penetration rate of 21.75% [8][10]. - The top 10 companies in new energy heavy-duty truck sales for the first four months of 2025 have all surpassed 7,500 units, with Shanghai leading the regions with 7,155 units sold [8][9]. Policy and Regulations - Chongqing's plan aims to establish a comprehensive electrification pilot area for public vehicles by the end of 2025, promoting over 180,000 new energy vehicles, with a target of over 90% electrification for public service vehicles [7][10]. - The Jiaxing Municipal Development and Reform Commission has set goals for carbon neutrality, including increasing renewable energy generation capacity to over 64% by the end of 2025 [11]. Industry Data - In the first four months of 2025, the sales of new energy heavy-duty trucks showed significant growth across all fuel types, with charging products continuing to gain market share [8][9]. - The penetration rate of new energy heavy-duty trucks is projected to increase significantly, with various models showing year-on-year growth rates exceeding 300% [8][9]. Corporate Developments - Jianghuai Automobile launched its new energy light truck solutions in Guangzhou, targeting various logistics scenarios including cold chain and urban distribution [15]. - Dongfeng Commercial Vehicle received an order for 1,000 new energy heavy-duty trucks, optimized for diverse terrains and conditions in Xinjiang [17]. - XCMG's new energy traction vehicles have been delivered to coal transportation fronts, marking a significant step in green logistics [15][17].
【行业政策】一周要闻回顾(2025年6月9日-6月15日)
乘联分会· 2025-06-16 08:36
点 击 蓝 字 关 注 我 们 本文全文共 4364 字,阅读全文约 14 分钟 关于组织开展2025年度道路机动车辆生产企业及产品生产一致性监督检查工作的通知 6月9日,工业和信息化部装备工业一司印发《关于组织开展2025年度道路机动车辆生产企业及产品生产 一致性监督检查工作的通知》。 通知称,为落实道路机动车辆生产企业及产品准入管理有关要求,进一步加强事中事后监管,督促企业 规范生产经营和宣传营销行为,守牢道路机动车辆产品质量安全底线,切实保障消费者合法权益,工业和信息 化部装备工业一司决定组织开展2025年度道路机动车辆生产企业及产品生产一致性监督检查工作。现将有关事 项通知如下: 一、检查范围 关于组织开展2025年度道路机动车辆生产企业及产品生产一致性监督检查工作的通知 中国汽车工业协会关于转发五部门开展2025年新能源汽车下乡活动的通知 强国建设结硕果 交通发展迎新篇——《2024年交通运输行业发展统计公报》评读 已获得道路机动车辆生产企业及产品准入许可的道路机动车辆生产企业及产品。 二、检查地点 道路机动车辆生产企业、产品经销场所等。 三、工作安排 (一)抽取样车 坚持问题导向,赴道路机动车辆生 ...
【月度排名】2025年5月皮卡厂商批发销量排名快报
乘联分会· 2025-06-16 08:36
Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, focusing on production, sales, exports, and the rise of new energy pickups. Production and Sales - In May 2025, national pickup production reached 51,700 units, a year-on-year increase of 20.8% compared to May 2024. From January to May 2025, production totaled 255,000 units, up 23.4% year-on-year [2] - Pickup sales in May 2025 were 52,000 units, reflecting a year-on-year increase of 13.6% but a month-on-month decrease of 8.1%. Cumulatively, sales from January to May 2025 reached 258,000 units, up 18.2% year-on-year [2] - Great Wall Motors continues to lead the domestic pickup market, with significant performances from Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2] Export Performance - The overall pickup truck export industry in China showed robust growth, with May 2025 exports at 28,600 units, a year-on-year increase of 23% but a month-on-month decrease of 2%. From January to May 2025, exports totaled 132,000 units, up 47% year-on-year [3] - The export share of pickups in total national sales rose from 45% in 2024 to 55% in May 2025, and 51% from January to May 2025, indicating a strong international demand for Chinese pickups [3] - Several manufacturers, including JAC Motors, BYD, Changan, Great Wall, and SAIC Maxus, have significantly increased their export volumes, with some companies exporting over half of their total pickup sales [3] New Energy Pickups - In 2024, the sales of new energy pickups reached 21,200 units, marking a 170% year-on-year increase. In May 2025, sales were 7,900 units, a staggering year-on-year growth of 503% and a month-on-month increase of 22% [4] - Cumulatively, from January to May 2025, new energy pickup sales reached 34,000 units, reflecting a 1038% increase year-on-year [4] - Major contributors to the new energy pickup market include BYD, with 4,572 units sold, and other brands like Geely and Zhengzhou Nissan also showing significant sales figures [4] Overall Market Insights - The pickup market is primarily driven by demand in the Southwest and Northwest regions of China, which account for approximately 45% of total demand [2] - The rise of new energy pickups is expected to further enhance market growth, with cities like Shenzhen and Guangzhou showing strong demand for electric pickups [2][4]