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【宏观经济】一周要闻回顾(2025年12月3日-12月9日)
乘联分会· 2025-12-10 08:39
点 击 蓝 字 关 注 我 们 本文全文共 2051 字,阅读全文约 7 分钟 2 2025年1-10月服务贸易发展情况 2025年1-10月服务贸易发展情况 前10月完成交通固定资产投资2.95万亿元 2025年11月中国采购经理指数运行情况 2025年1-10月,我国服务贸易稳步增长,服务进出口总额65844.3亿元(人民币,下同),同比增长 7.5%。 其中,出口29090.3亿元,增长14.3%;进口36754亿元,增长2.6% ;服务贸易逆差7663.7亿元,同比减 少2693.9亿元。主要呈现以下特点: 知识密集型服务贸易保持增长。1-10月,知识密集型服务进出口25121.5亿元,增长6.4%。其中,其他商 业服务、电信计算机和信息服务进出口10698.1亿元、8836.9亿元,增速分别为4.2%、9.9%。知识密集型服务 出口14687.9亿元,增长9.5%;知识密集型服务进口10433.6亿元,增长2.3%;顺差4254.3亿元,比上年同期扩 大1036亿元。 旅行服务出口高速增长。1-10月,旅行服务增长较快,进出口达18125.4亿元,增长8.5%。其中,出口增 长52.5%,进口增长2 ...
【快讯】每日快讯(2025年12月9日)
乘联分会· 2025-12-09 08:46
Domestic News - The State Taxation Administration reported that from January to November, the sales revenue of new energy passenger vehicles increased by 19.1% year-on-year, indicating a sustained positive trend in consumption and market activity [3] - The State Administration for Market Regulation is establishing a "dual loss control" risk prevention technical system for the new energy vehicle industry, which aims to accurately identify accident causes and improve investigation standards for fire and sudden loss of control incidents [4] - Guangdong's 14th Five-Year Plan emphasizes boosting consumption by removing unreasonable restrictions on automotive and housing consumption, enhancing public service spending, and supporting the development of international consumption centers [5] - Guangxi's 14th Five-Year Plan focuses on creating ten modern pillar industries in manufacturing, including new energy vehicles and batteries, and aims to build a trillion-yuan industrial cluster [6][7] - Shandong's 14th Five-Year Plan highlights the promotion of robots and intelligent equipment, aiming to upgrade traditional industries and enhance quality and efficiency [8] - Chongqing's 14th Five-Year Plan supports leading enterprises in forming an "AI + automotive" ecosystem, aiming to establish a globally influential smart connected new energy vehicle hub [9] - GAC Aion launched a promotional campaign to alleviate consumer concerns about the upcoming changes in new energy vehicle purchase tax policies, offering tax guarantees and cash rebates [10] International News - In the UK, new car sales in November fell by 1.6% year-on-year, marking the sixth decline this year, primarily due to a 5.5% drop in private buyer demand [12] - Japan's new car market saw a 5% decline in November, continuing a five-month downward trend, with total sales dropping to 369,721 units [13] - Volkswagen plans to invest €160 billion (approximately $186 billion) over the next five years, focusing on product development and infrastructure in Germany and Europe [14] - LG Energy Solution signed a supply agreement with Mercedes-Benz worth 2.06 trillion KRW (approximately $14 billion) for electric vehicle batteries, covering North America and Europe from 2028 to 2035 [15] Commercial Vehicles - Proton Motors signed a strategic cooperation framework agreement with Singapore's SATOMAS to focus on the Southeast Asian and Hong Kong markets in the new energy commercial vehicle sector, targeting sales of 300 units over three years [17] - Supa Technology and ELMI Power entered a strategic partnership to collaborate on electric heavy trucks and supporting energy systems in the European market [18] - Guangso Future launched its 1.0 pure electric heavy truck, aiming to provide efficient and sustainable transport solutions for the logistics industry [19] - Jiushi Intelligent and Yutong Commercial Vehicle signed a strategic cooperation agreement to jointly develop unmanned logistics vehicles, focusing on comprehensive collaboration in R&D, production, and marketing [20]
【行业政策】一周要闻回顾(2025年12月1日-12月7日)
乘联分会· 2025-12-09 08:46
点 击 蓝 字 关 注 我 们 本文全文共 5272 字,阅读全文约 17 分钟 关于征求《道路车辆 车载以太网 第4部分:1 Gbit/s光纤以太网组件的通用要求和测试方法》 | | | | 全国汽车标准化技术委员会电器分会 | | | --- | --- | --- | --- | --- | | | | | 2025 年 12月 02 日 | | | 序号 计划号/标准号 | 标准名称 | 征求意见稿 | 征求意见稿编制说明 发表意见 | | | 20253391-T-339 | 道路车辆 通信速率最高到100 Gbit/s车载光纤线束的通用要求和测试方法 | 17 | N | E | | 20251969-T-339 | 道路车辆 车载以太网 第8 部分:100 Mbit/s 电气以太网传输介质、组件和测试 | K | K | 트 | | 20251242-T-339 | 道路车辆 车载以太网 第4部分:1 Gbit/s光纤以太网组件的通用要求和测试方法 | F | E | E | 12月2日,全国汽车标准化技术委员会电器分会公布"关于征求《道路车辆 车载以太网 第4部分:1 Gbit/s 光纤以太网 ...
【月度排名】2025年11月厂商销量排名快报
乘联分会· 2025-12-09 08:46
点 击 蓝 字 关 注 我 们 本文全文共603 字,阅读全文约需 2 分钟 据中国汽车流通协会乘用车市场信息联席分会最新销量数据统计,2025年11月份国内狭义乘用车市场 零售 销量达222.5万辆,同比下降8.1%,环比下降1.1%;1-11月份累计销量2148.3万辆,同比增长6.1%。 | 11月销量 | | 1-11月累计销量 | | --- | --- | --- | | 222.5万辆 | | 2148.3万辆 | | 同比 8.1% | | 同比16.1% | | 环比 J 1.1% | | | | 各车型大类 | | | | 11月销量 | | 1-11月累计销量 | | #4 | 100.7万辆 | 983.1万辆 | | 同比↓ 10.0% 环比↓ 1.5% | | 同比↑5.3% | | MPV | 8.6万辆 | 95.3万辆 | | 同比↓ 16.8% 环比↑ 1.0% | | 同比↑0.1% | | SUV | 113.2万辆 | 1069.9万辆 | | 同比 5.6% 环比 0.9% | | 同比↑7.3% | | NEV | 132.1万辆 | 1147.2万辆 | | 同 ...
【联合发布】新能源商用车周报(2025年12月第1周)
乘联分会· 2025-12-09 08:46
点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0132期 2025年12月第1周) 目录 CONTENTS 政策法规 市场洞察 企业监测 国家能源局启动"人工智能+能源"试点, 解锁能源智能化新塞道 含储能设施项目,国家发改委发布基础设 施领域REITs项目行业范围清单 上海:加强本市公共领域新能源汽车充 (换) 电设施安全管理 2025年1-10月深圳新能源轻卡2.2万辆销售第一, 新能源渗透率达78.8%但增速放缓 深圳新能源轻卡:纯电动占97.1%,厢式占 · 75.7%, 电量96-110度占62.1% 深圳新能源轻卡:1-10月远程汽车销售近5000辆, · 稳居榜首 深圳新能源轻卡补贴与通行政策双支持 . 远程新能源:首款Robovan神童T6计划于2026年1 月正式上市 采埃孚:与卡尔动力在商用车智能驾驶领域达成全面 战略合作 国轩高科:全固态电池已推进2GWh昌产线设计 · 政策法规 国家能源局启动"人工智能+能源"试点,解锁能源智能化新赛道 KE 近日,国家能源局印发《关于组织开展"人工智能+"能源试点工作的通知》 正式启动"人工智能+"能源试点申报工作,以"场景 ...
【地方市场】2025年10月北京汽车市场分析
乘联分会· 2025-12-08 08:05
点 击 蓝 字 关 注 我 们 本文全文共 1928 字,阅读全文约需 6 分钟 新车交易情况 。 10月份北京新车交易5.69万辆,环比下降12.32%,同比增长2.94%。环比增幅低于全国15.32个百分 点,同比增幅低于全国5.86个百分点 。 1—10月北京累计交易新车54.35万辆,同比去年55.66万辆下降2.36%,增幅低于全国14.76个百分点 进口车销售情况 10月份北京市进口车交易1853辆,环比下降24.55%,同比下降23.68% 。 1-10月北京市进口车累计交易2.35万辆,同比下降20.67% 。 10月北京进口车销量占北京新车交易总量的3.26%,占有率环比下降0.52个百分点,同比下降1.13个 百分点 。 二手车交易情况 10月份北京二手车交易外迁率为39.79%,外迁率环比上升2.1个百分点,同比增长2.56个百分点 。 新能源汽车销售情况 10月份北京市二手车交易过户5.11万辆次,环比下降17.9%,同比下降2.49%,新旧车比为1:0.9 。 1-10月北京市二手车累计成交过户55.22万辆次,同比增长0.49%,新旧车比为1:1.02 。 10月份北京市新能源汽车 ...
【二手车】2025年10月全国二手车市场深度分析
乘联分会· 2025-12-08 08:05
点 击 蓝 字 关 注 我 们 本文全文共 3202 字,阅读全文约需 11 分钟 一、2025年10月市场概况 2025年10月二手车市场月度交易趋势 2025年10月,全国二手车市场交易量175.79万辆,环比下降2.03%,同比增长2.71%,交易金额为 1109.54亿元 。 2025年1-10月,二手车累计交易量1649.07万辆,同比增长3.53%,与同期相比增加56.24万辆,累计 交易金额为10571.81亿元。 2025年11月周度情况分析 进入11月,二手车市场持续处于震荡调整区间,交易量已连续三周在低位徘徊。11月17日-23日,二 手车日均交易量为6.60万辆,与上周基本持平;11月1日至23日累计交易量达130万辆,较10月同期 下降5%,月初以来市场整体承压态势较为明显 。 2025年10月,全国二手车市场交易量175.79万辆,环比下降2.03%。基本型乘用车共交易96.95万 辆,环比下降1.75%,同比下降1.04%;SUV共交易22.80万辆,环比下降1.97%,同比下降2.46%; MPV共交易12.02万辆,环比下降3.13%,同比增长9.35%;交叉型乘用车共交易4. ...
【月度分析】2025年11月份全国乘用车市场分析
乘联分会· 2025-12-08 08:05
点 击 蓝 字 关 注 我 们 本文全文共 9769 字,阅读全文约需 32 分钟 体市场-2025年11月零售、出口分析表 | 零售(4) | | | | | | | 田口(0) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 零售 (单位: 万辆) | 轿车 600 | МРУ t | SUV 8 | 狭义乘用车 合计 | 微客 and | 厂义乘用车 음计 | 出 (单位: 万辆) | 轿车 600 | MPV C | SUV 8 | 狭义乘用车 음计 | 微客 C | 广义乘用车 合计 | | 11目份 | 100.7 | 8.6 | 113.2 | 222.5 | 1.9 | 224.4 | 11月份 | 15.4 | 1.0 | 43.7 | 60.1 | 3 0.4 | 60.4 | | 10目份 | 102.3 | 8.5 | 114.2 | 225.0 | 2.6 | 227.6 | 10月份 | 12.3 | 1.2 | 41.6 | ...
【快讯】每日快讯(2025年12月5日)
乘联分会· 2025-12-05 08:39
Domestic News - China has released an international standard for a universal simulation model for renewable energy generation, which will support the safe integration of large-scale renewable energy into the grid [7] - Hubei's 14th Five-Year Plan emphasizes the development of event economy, exhibition economy, and performing arts economy to enhance consumption and economic growth [8] - Zhiji Auto has introduced a year-end purchase tax subsidy plan, offering up to 15,000 yuan for customers who complete orders by December 31, 2025 [9] - Dongfeng Fengxing has launched a year-end purchase incentive policy with a maximum vehicle replacement subsidy of 35,000 yuan [10] - Changan Automobile plans to introduce its Avita and Nevo brands in the European market within the next two years [11] - BYD aims to expand its dealer network in South Africa to 60-70 by the end of 2026 [12] - Li Auto has achieved the milestone of 20,000 supercharging piles in 2 years and 8 months, becoming the leading company in supercharging infrastructure in China [13] - Hello's first L4 autonomous driving model is expected to go into mass production in June 2026 [14] Foreign News - Former President Trump announced a reduction in fuel economy standards for vehicles produced in the U.S., with the new standard set at approximately 34.5 miles per gallon by 2031, down from 50.4 miles per gallon [16] - The UK energy regulator has allocated £28 billion for upgrading the energy network, with £17.8 billion for gas network maintenance and £10.3 billion for strengthening the transmission network [17] - Volkswagen Group plans to transform its Dresden factory into an AI and chip technology center after ceasing vehicle production [18] - Stellantis CEO announced a strategic shift towards hybrid vehicles as a core focus in the U.S. market, moving away from the previous emphasis on fully electric vehicles [19] Commercial Vehicles - Iveco's off-road vehicle, the Eurocargo, has been awarded "Off-Road Vehicle of the Year" at the 2026 China Commercial Vehicle Annual Model event [20] - The first locally manufactured Scania Super trucks have officially rolled off the production line in Jiangsu, marking a significant milestone for Scania in the Chinese market [21] - All models of the Maxus commercial vehicles have received a five-star safety rating from Euro NCAP, establishing a new safety benchmark in the global commercial vehicle sector [22] - Guangzhou has launched the second batch of fuel cell vehicle demonstration operation subsidies for 2025, with subsidies up to 100,000 yuan for heavy hydrogen fuel cell vehicles [23]
【会讯】2025年12月乘用车市场分析发布会会议通知
乘联分会· 2025-12-05 08:39
点 击 蓝 字 关 注 我 们 本文全文共 643 字,阅读全文约需 2 分钟 为了便于大家进一步及时掌握全国乘用车市场产销动态,并了解行业政策、价格、二手车、新能源汽 车、商用车市场、上海汽车市场等情况,中国汽车流通协会乘用车市场信息联席分会秘书处现决定举行"2025 年12月乘用车市场分析发布会",本次会议以 网上发布 的形式举行。 请大家关注微信订阅号:cpca2024和官网www.cpcaauto.com,届时报告将通过以上两种渠道发布。感谢各 位的支持! 会议相关信息如下: 主办方: 中国汽车流通协会乘用车市场信息联席分会 会议报告内容: 协办方: 搜狐·汽车事业部 上海市信息中心 益普索(中国)咨询有限公司 上海安路勤企业管理咨询有限公司 上海福蓝汽车技术有限公司 广州威尔森信息科技有限公司 科瑞卓信(北京)咨询有限公司 会议报告网上发布时间: 2025年12月8日(星期一)下午16:00 1)2025年11月份上海汽车市场上牌情况 ——上海市信息中心; ——福蓝汽车; 2) 关于2026年起调整节能与新能源汽车产品购置税和消费税技术要求的分析 ——中国汽车流通协会乘用车市场信息联席分会; 3) ...