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【行业政策】一周要闻回顾(2025年5月12日-5月18日)
乘联分会· 2025-05-19 08:34
Core Viewpoint - The article discusses the implementation of the 2024 annual dual credit data verification and auditing process for passenger vehicle enterprises, emphasizing compliance with relevant regulations and the importance of accurate data submission [3][4]. Group 1: Dual Credit Data Verification Process - The Ministry of Industry and Information Technology (MIIT) has announced the commencement of the 2024 dual credit data verification for passenger vehicle enterprises, which includes both domestic manufacturers and imported vehicle suppliers [3]. - The verification process will utilize the MIIT's credit management system, where enterprises can view and confirm their fuel consumption and new energy vehicle credit data [4][6]. - Enterprises must confirm the accuracy of their data by May 23, 2024, and submit the necessary documentation, including a signed confirmation letter [6]. Group 2: Dispute Resolution - If enterprises have objections to the verification results, they are required to conduct a self-inspection and submit a review application by May 16, 2024 [7]. - The Equipment Center will review the submitted materials and compile the results for reporting to the relevant authorities [8]. Group 3: Noise Limit Standards for Buses - The article also mentions a call for public opinion on the GB/T 25982-2024 standard regarding noise limits and measurement methods for buses, with a deadline for feedback set for July 13, 2025 [9][10]. - The modifications aim to enhance the precision of formula representations and align with international standards, thereby improving the comparability and scientific validity of testing data [10].
【快讯】每日快讯(2025年5月19日)
乘联分会· 2025-05-19 08:34
点 击 蓝 字 关 注 我 们 本文全文共 4219 字,阅读全文约需 14 分钟 目录 国内新闻 1.国家重磅发文:公务用车应当选用国产车 国外新闻 商用车 国内新闻 1 2.北京增发2万个新能源小客车指标 3.前4月宁波口岸出口新能源汽车超7万辆 4.蔚来发布行业首个量产紧急停车与自主寻路功能 5.比亚迪欧洲总部落户匈牙利 6.小鹏汽车:全系车型提前满足电池新国标 7.广汽登陆埃塞俄比亚市场 8.宁德时代与本田中国将在磷酸铁锂电池等领域升级合作 1.现代汽车印度公司将在2030年前推出26款新车 2.大众证实将于2026年发布MEB+平台 3.保时捷与ChargePoint合作在美新增9.7万根充电桩 4.OpenAI拟在阿布扎比建"巨无霸"数据中心 1. 交通运输部:稳步开展电动重卡车电分离模式 2. 宁德时代全球首发75#重卡换电标准电池 3. 能耗成本降低 60% 长城纯电重卡正式交付 4. 山西2025年老旧营运货车报废更新工作实施细则来了 国家重磅发文:公务用车应当选用国产车 时间:2025.5.19 来源:快科技 作者: 若风 据新华社报道,近日,国务院印发了修订后的《党政机关厉行节约反对浪费 ...
【联合发布】新能源商用车周报(2025年5月第2周)
乘联分会· 2025-05-19 08:34
Core Viewpoint - The article highlights the rapid growth and development of the new energy commercial vehicle market, emphasizing the increasing penetration rates and supportive government policies aimed at promoting electric and hydrogen fuel vehicles [3][6][10]. Industry Data - In March 2025, the sales of new energy heavy-duty trucks reached 15,433 units, representing a year-on-year increase of 181%, with a penetration rate of 19.82% [6]. - The top 10 companies in new energy heavy-duty truck sales for the first quarter of 2025 include XCMG and Jiefang, with XCMG selling 5,028 units [6][7]. - The penetration rate of new energy heavy-duty trucks has shown a consistent upward trend, with significant growth observed across various vehicle categories [6][7]. Policy and Regulations - Chongqing's Economic and Information Commission has proposed a reward system for the construction of ultra-fast charging infrastructure, with funding incentives based on performance ratings [5][14]. - Shenzhen has initiated a subsidy program for the scrapping and replacement of old commercial vehicles, offering up to 140,000 yuan for eligible vehicles [5][8]. - New regulations in Jining require new residential buildings to include charging facilities for electric vehicles, ensuring a 100% installation rate [8][11]. Company Developments - Foton Motor has launched the new national standard new energy logistics vehicle in collaboration with CATL, focusing on fast charging and user-friendly features [25]. - Baettr has introduced a comprehensive solution for solid-state battery materials, marking a significant advancement in next-generation battery technology [20]. - Huawei Digital Energy showcased its integrated ultra-fast charging solutions at the Shanghai International Charging and Energy Storage Exhibition, highlighting a breakthrough in charging technology [22]. Market Trends - The article notes a shift towards electric and hydrogen fuel vehicles in the logistics sector, with companies like Long-distance New Energy Commercial Vehicles collaborating with local governments to promote eco-friendly transportation solutions [19]. - The introduction of advanced technologies such as V2X and intelligent driving systems in new energy vehicles aims to enhance user experience and operational efficiency [26].
【快讯】每日快讯(2025年5月16日)
乘联分会· 2025-05-16 08:24
点 击 蓝 字 关 注 我 们 本文全文共 3321 字,阅读全文约需 11 分钟 目录 国内新闻 1.长城汽车将在巴西打造研发中心和制造基地 2.通用汽车:对道朗格进口业务进行重组 8.东软睿驰牵头新能源汽车智能驾驶项目启动 国外新闻 1.Uber将与大众汽车合作 2.北美地区第二季度汽车产量将减少约12.6万辆 3.加拿大3月电动汽车销量同比大跌近45% 4.Lucid将于年内在欧洲与中东加速扩张 3.吉利银河2025年产品规划公布 4.极氪/领克2025年产品规划公布 5.小桔充电:投入超1亿元升级充电设施 6.极氪007GT第1万辆下线交付 7.宁德时代动力电池装车量市场份额下降4.77% 商用车 1. 广汽领程与巴西交通部代表团共商新能源商用车合作 2. 瑞浦兰钧发布商用车电池新品 3. DeepWay深向签署泰国经销协议 加速拓展东南亚市场 4. 宇通拉美保有量超2.8万辆 国内新闻 1 长城汽车将在巴西打造研发中心和制造基地 时间:2025.5.16 来源:第一电动 5月15日,长城汽车官方消息,巴西总统卢拉与中国长城汽车董事长魏建军会面,双方就长城汽车在巴西 的进一步发展达成共识。魏建军表示, ...
【联合发布】一周新车快讯(2025年5月10日-5月16日)
乘联分会· 2025-05-16 08:24
| | 目录 | | | | | | --- | --- | --- | --- | --- | --- | | | 序号 生产厂商 | 子车型 | 上市时间 细分市场及车身结构 | | 工程更改规模 | | 银河 星耀8 | 1 吉利汽车 | | 2025 / 05 / 09 | C NB | NP | | | 2 吉利汽车 | 博越L | 2025 / 05 / 13 | A SUV | MCE2-1 | | | 3 智己汽车 | 智己 L6 | 2025 / 05 / 13 | C NB | MCE2-1 | | | 4 长城汽车 | 흘피8 | 2025 / 05 / 13 | C MPV | MCE2-1 | | | 5 长城汽车 | 高山9 | 2025 / 05 / 13 | C MPV | MCE2-1 | | | 6 零跑汽车 | 零跑 C10 | 2025 / 05 / 15 | B SUV | MCE3 | | | 7 长安汽车 | 启源 Q07 | 2025 / 05 / 16 | B SUV | NM | | | 注:工改授定义 全新产品(MP):全新上市车型,车型名称是全新的。 小 ...
【月度排名】2025年4月皮卡厂商批发销量排名快报
乘联分会· 2025-05-16 08:24
Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, emphasizing production, sales, and export trends, as well as the rise of new energy pickups. Production and Sales - In April 2025, national pickup production reached 52,000 units, an increase of 18.8% year-on-year compared to April 2024. From January to April 2025, production totaled 184,000 units, up 12.2% year-on-year [2] - April 2025 sales of pickups were 50,000 units, reflecting a year-on-year increase of 13.6%, although a month-on-month decrease of 12.6%. Cumulatively, sales from January to April 2025 reached 188,000 units, a year-on-year increase of 8.6, marking a historical high [2] - Great Wall Motors continues to lead the domestic pickup market, with strong performances from Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2] Regional Demand - The main demand for pickups is concentrated in the Southwest and Northwest regions, accounting for approximately 48% of total demand in April 2025. The Southwest region showed particularly strong demand [2] Export Trends - In 2024, China exported a total of 233,000 pickups, marking a growth rate of 76%. In April 2025, exports reached 24,000 units, a year-on-year increase of 20% and a month-on-month increase of 22% [3] - The export share of pickups in total sales was 45% in 2024 and remained high at 44% in April 2025. The strong growth in exports is attributed to the previous supply-demand gap in international markets [3] New Energy Pickups - In 2024, sales of new energy pickups reached 12,500 units, a year-on-year increase of 59%. In April 2025, sales were 2,300 units, showing a significant year-on-year growth of 127% [4] - The cumulative sales of new energy pickups from January to April 2025 reached 8,600 units, an increase of 168% compared to the same period last year [4] - The market for electric pickups is expected to grow rapidly to meet both domestic and international demand, with notable sales from brands like Geely and Changan [4] Market Rankings - In April 2025, the top five pickup manufacturers by sales were Great Wall Motors (17,500 units), Jianghuai Automobile (6,165 units), SAIC Maxus (5,845 units), Jiangling Motors (5,016 units), and Zhengzhou Nissan (4,063 units) [7][8]
【库存系数】2025年4月汽车经销商库存系数为1.41
乘联分会· 2025-05-16 08:24
本文全文共 1233 字,阅读全文约需 4 分钟 2025年5月12日,中国汽车流通协会发布2025年4月份"汽车经销商库存"调查结果:4月份汽车经销商综合 库存系数为1.41,环比下降9.6%,同比下降17.1%,库存水平处于警戒线以下,处于合理区间。 一、4月份库存系数同比、环比双降 4月上旬受北方农忙及南方部分地区风俗性大宗消费延迟影响,车市表现平淡。进入下旬,多地出台新一 轮扩内需促消费政策,如吉林省发放6亿元换新消费券、福建省启动覆盖多元场景的"五一消费季",叠加上海 国际车展开幕,众多新车集中发布并陆续上市,极大提升了市场关注度。新车密集发布带动客流量提升及订单 转化率环比增长,各地春季车展多集中于五一假期前后举办,终端消费需求更多在五一车展期间及节后释放。 点 击 蓝 字 关 注 我 们 综合测算,4月末汽车经销商库存总量大致在247万辆左右,较上月下降。 二、高端豪华及进口、合资品牌库存系数环比下降,自主品牌环比上涨 高端豪华&进口品牌库存系数为1.33,环比下降23.1%;合资品牌库存系数为1.37,环比下降21.7%;自主 品牌库存系数为1.47,环比上升7.3 %。 三、谨慎预期2025 ...
【价格指数】2025年3月价格/优惠指数走势报告
乘联分会· 2025-05-15 08:38
Overall Market Price Index - The overall market price index for March 2025 shows a decrease of 1.08, with an average transaction price of 156,800 yuan, reflecting an increase of 7,566 yuan or 5.07% month-on-month [3][4] - The transaction prices across major segments have increased, with the SUV and sedan markets narrowing their market share [3][4] Sedan Market - The sedan market price index for March is -0.15, with an average transaction price of 133,300 yuan, which is an increase of 6,075 yuan or 4.78% from the previous month [3] - The B-class segment has seen an increase in sales proportion, while the A00 and A-class segments are experiencing a downward trend [3] SUV Market - The SUV market price index for March is -4.77, with an average transaction price of 172,300 yuan, reflecting an increase of 7,580 yuan or 4.66% month-on-month [3] - The A-class remains the dominant segment, but the B-class market share has significantly increased [3] MPV Market - The MPV market price index for March is -0.27, with an average transaction price of 273,300 yuan, which is an increase of 3,281 yuan or 1.22% from the previous month [4] - The sales share in the 100,000 to 300,000 yuan price range continues to rise [4] Overall Market Discount Index - The overall market discount index for March is 0.3, with an average discount of 28,300 yuan, which is an increase of 1,233 yuan or 4.6% month-on-month [4] - Discounts in the sedan and MPV segments have notably increased [4] New Energy Vehicle Market Price Index - The overall new energy vehicle market price index for March is -4.04, with an average transaction price of 156,400 yuan, reflecting an increase of 6,791 yuan or 4.5% month-on-month [5][7] - The SUV segment has shown a significant increase in sales share [7] New Energy Sedan Market - The new energy sedan market price index for March is -0.09, with an average transaction price of 120,400 yuan, which is an increase of 3,645 yuan or 3.1% from the previous month [7] - Sales shares across various segments remain stable, with price increases in all segments except for the B-class [7] New Energy SUV Market - The new energy SUV market price index for March is -3.91, with an average transaction price of 185,000 yuan, reflecting an increase of 5,181 yuan or 2.9% month-on-month [7] - The B-class market share has significantly increased [7] New Energy MPV Market - The new energy MPV market price index for March is -0.9, with an average transaction price of 331,800 yuan, which is an increase of 4,301 yuan or 1.3% from the previous month [7] - The sales shares for vehicles priced above and below 300,000 yuan remain relatively stable [7] Overall New Energy Market Discount Index - The overall new energy market discount index for March is 0.68, with an average discount of 11,200 yuan, which is a decrease of 180 yuan or 1.6% month-on-month [8] - The MPV market has seen a significant increase in discount levels [8]
【快讯】每日快讯(2025年5月15日)
乘联分会· 2025-05-15 08:38
Domestic News - Tesla's Shanghai factory achieved a record high export of nearly 30,000 Model 3 and Model Y vehicles in April, marking the highest monthly export volume in the past 12 months. The total registrations of Tesla vehicles in South Korea increased by 80% year-on-year since entering the market at the end of 2023 [7] - WeRide launched eight autonomous driving service demonstration routes in downtown Guangzhou, establishing a 24-hour autonomous ride-hailing service network covering major landmarks and transportation hubs [8] - Zeekr officially launched its luxury SUV, Zeekr 7X, in the Netherlands, Norway, and Sweden, with prices ranging from €52,990 to €62,990 (approximately 425,000 to 505,000 RMB) [9] - Geely entered the Polish market through a partnership with Ample Auto, planning to sell its all-electric SUV EX5 starting in Q3 2025 [10] - Chery released its "Guardian" smart safety system, showcasing its commitment to safety technology through various crash tests [11][12] - Avita delivered over 100 vehicles in the UAE, achieving a market share of 8.25% since its launch in January 2025 [13] - GAC Group is restructuring its R&D system to enhance product development success rates, aiming for 2 million sales of its self-owned brands by 2027 [14] - Top Group completed a strategic acquisition of Wuhu Changpeng Automotive Parts Co., Ltd. for 330 million RMB, enhancing its competitiveness in automotive interior and NVH fields [15] International News - Hyundai broke ground on its first manufacturing plant in the Middle East in Saudi Arabia, with an annual production capacity of 50,000 vehicles, including electric and internal combustion engine models, set to begin in Q4 2026 [16] - Vermont, USA, paused its electric vehicle sales requirements, reflecting concerns over the feasibility of California's zero-emission regulations [17] - General Motors partnered with LG Energy Solution to commercialize lithium manganese-rich (LMR) square batteries for future electric trucks and full-size SUVs [18] - HCL and Foxconn received approval for a joint chip factory project in Uttar Pradesh, India, with an investment of approximately $435 million, aiming to produce display driver chips [19] Commercial Vehicles - Geely and partners established a new company focused on alcohol-hydrogen electric commercial vehicles, with a registered capital of 100 million RMB [20] - Daimler Trucks reported strong performance in Q1 2025 despite macroeconomic uncertainties, with adjusted EBIT of €1.11 billion and a sales return rate of 9.6% [21] - Shandong Heavy Industry's Weichai Group signed a strategic cooperation agreement with CRRC to collaborate on vehicle and key component development [22] - Foton successfully shipped its first batch of 300 Truck Mate micro trucks to the South African market, expanding its product offerings in the region [23]
【保值率】2025年4月中国汽车保值率报告
乘联分会· 2025-05-15 08:38
点 击 蓝 字 关 注 我 们 本文全文共 1090 字,阅读全文约需 3 分钟 2025年5月7日,中国汽车流通协会和精真估联合发布了《2025年4月中国汽车保值率研究报告》。通过保 值率研究旨在反映品牌的产品力、认知度、美誉度等综合实力,对未来开展回购、置换、租赁、金融、新 车定价参考等相关业务提供重要数据参考,从而降低业务风险,提升经营效率 。 通过保值率数据来关注过去市场环境、行业动向、企业发展和保值率之间的关系,同时在微观层面也 能反映该品牌的产品力、认知度、美誉度等综合实力。本榜单保值率价格数据采用良好车况下的二手车销 售价(B2C)进行计算 。 政策方向 地方政策支持置换更新 外牌车在上海非常普遍,这类消费者有真实的用车需求,也具备一定的消费潜力。本次补贴政策是对 国家"两新"政策的贯彻落实。《实施细则》首先有利于本地经销商的新车销售,其次有利于二手车的外迁 交易。文件的发布与上海车展时间相近,对2025年车市形成了确定的增量预期 。 热点事件 电动车安全标准提高 从用户角度来看,电池安全是头等大事。"不起火、不爆炸,烟气不对乘员造成伤害"是广大消费者的 真实需求,也是安全底线。从行业角度来看, ...