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【行业政策】一周要闻回顾(2025年9月1日-9月7日)
乘联分会· 2025-09-09 08:34
Core Viewpoint - The article discusses the public solicitation of opinions on two automotive industry standards related to electric vehicle battery thermal characteristics and sodium-ion batteries, highlighting the importance of these standards for the development and safety of electric vehicles [3][5][7]. Group 1: Electric Vehicle Battery Thermal Characteristics - The draft standard for "Thermal Characteristics Testing Methods for Electric Vehicle Power Batteries" includes seven chapters covering scope, normative references, terminology, testing conditions, methods, data recording, and reporting [5]. - Thermal characteristics such as entropy heat coefficient, specific heat capacity, thermal conductivity, and heat generation power are critical for evaluating battery performance and safety, impacting energy conversion efficiency and operational lifespan [5][6]. - The standard aims to provide a systematic and scientific testing reference for vehicle manufacturers, battery companies, and testing institutions, ensuring accurate test results and reducing risks in thermal management design [6][10]. Group 2: Sodium-Ion Battery Standards - The draft standard for "Sodium-Ion Batteries for Electric Vehicles" consists of six chapters detailing scope, normative references, terminology, technical requirements, and testing methods [7]. - Sodium-ion batteries are emerging as a cost-effective alternative with good low-temperature performance and high safety, necessitating the establishment of specific standards due to the lack of existing regulations [7][8]. - The Ministry of Industry and Information Technology emphasizes the importance of developing standards for sodium-ion batteries to support their integration into the electric vehicle market and ensure quality and safety [8][10]. Group 3: Expected Social Benefits - The establishment of these standards will support industry management by providing a unified regulatory basis for the sodium-ion battery sector, ensuring its standardized development [8][9]. - Standardized testing methods will enhance product quality and safety, reducing the risk of safety incidents caused by battery thermal runaway [8][9]. - The standards will promote fair market competition by standardizing testing protocols, preventing market confusion due to inconsistent standards [9][10].
【快讯】每日快讯(2025年9月9日)
乘联分会· 2025-09-09 08:34
Domestic News - The National Development and Reform Commission and the National Energy Administration have issued implementation opinions to promote the application of artificial intelligence technology in electric vehicle grid interaction and other flexible resource adjustments, aiming to enhance load-side group control optimization and dynamic response capabilities [6][7] - In the first eight months of this year, China's automobile exports reached 605.23 billion yuan, marking an 11.9% increase [8] - Beijing's new policy allows ordinary car indicators to switch between purchasing fuel vehicles and new energy vehicles without limit, providing flexibility for consumers [9] - Hangzhou is seeking opinions on accelerating the development of the artificial intelligence industry, targeting a revenue of over 600 billion yuan by 2030 [10] - The Henan provincial government encourages financial institutions to support the construction of charging infrastructure through various channels [11] - BYD has signed a strategic cooperation agreement with Shenzhen Port Group to enhance logistics services and optimize the cost and efficiency of automobile exports [12] - XPeng Motors will open its first European R&D center in Munich, aiming to launch L4 autonomous driving models by 2026 [13] - CATL has launched the NP3.0 battery safety technology platform, responding to the urgent demand for electrification in the European market [14][15] Foreign News - Former President Trump signed an executive order exempting various products from tariffs, including key components for electric vehicle batteries [16] - VinFast has entered the Indian market with its first electric vehicle, the VF6 compact SUV, priced at approximately $18,127 for the initial batch [17] - BMW plans to launch 40 new or upgraded models based on its new generation platform by 2027, starting with the iX3 electric SUV [18] - Tesla is set to establish a European development center in Berlin, focusing on materials research and vehicle powertrain development [19] Commercial Vehicles - Fei Die Motors successfully set a Guinness World Record for the highest altitude difference crossed by an electric light truck [20] - Successful Automotive's KD factory in Ethiopia has produced its first assembled vehicle, marking a significant milestone in its international strategy [21] - Dongfeng Liuzhou Automobile has delivered the first batch of 80 pure electric heavy trucks, enhancing logistics capabilities in the Guangxi region [22] - Wei Du's pure electric heavy truck has received full regulatory approval to enter the North American market, paving the way for future deliveries [23]
【地方市场】2025年7月北京汽车市场分析
乘联分会· 2025-09-08 08:21
点 击 蓝 字 关 注 我 们 本文全文共 1844 字,阅读全文约需 6 分钟 新车交易情况 7月份北京新车交易6.03万辆,环比下降12.91%,同比增长0.07%。环比增幅低于全国23.61个百分 点,同比增幅低于全国14.63个百分点 。 1—7月北京累计交易新车36.46万辆,同比去年37.56万辆下降2.93%,增幅低于全国14.93百分点 。 进口车销售情况 7月份北京市进口车交易2457辆,环比增长0.45%,同比下降17.44 % 。 1-7月北京市进口车累计交易1.69万辆,同比下降21.06% 。 新能源汽车销售情况 7月北京进口车销量占北京新车交易总量的4.07%,占有率环比增长0.54个百分点,同比下降0.87个 百分点 。 7月份北京市新能源汽车共交易3.95万辆,环比下降13.29%,同比增长17.67%,占新车总交易量的 65.45%。纯电动汽车销售2.56万辆,占新能源汽车销量64.71% 。 1-7月北京市新能源汽车累计交易21.23万辆,同比增长18.39%,占新车总交易量的58.23% 。 二手车交易情况 【地方市场】2025年4月北京汽车市场分析 【地方市场】2025 ...
【二手车】2025年7月全国二手车市场深度分析
乘联分会· 2025-09-08 08:21
Market Overview - In July 2025, the national used car market transaction volume reached 1.6609 million units, with a month-on-month increase of 0.2% and a year-on-year increase of 3.2%. The transaction amount was 106.007 billion yuan [3] - From January to July 2025, the cumulative transaction volume of used cars was 11.231 million units, a year-on-year increase of 2.17%, with a cumulative transaction amount of 729.244 billion yuan [3] Weekly Analysis - From August 18 to 24, 2025, the average daily transaction volume of used cars was 64,500 units, a slight decrease of 0.33% compared to the previous week and a 1% decrease compared to the same period in July. The cumulative transaction volume from August 1 to 24 reached 1.26 million units, with an expected total for the month of around 1.7 million units, representing a growth of approximately 2.4% compared to July [6] Segment Market Changes - In July 2025, the transaction volume of basic passenger cars was 924,100 units, with a month-on-month increase of 0.15% and a year-on-year increase of 0.5%. SUVs sold 217,400 units, with a month-on-month increase of 0.57% and a year-on-year increase of 0.03% [8] - Commercial vehicles saw 96,000 buses sold, a month-on-month increase of 0.29% and a year-on-year increase of 7.87%. The transaction volume for trucks was 147,000 units, with a month-on-month increase of 0.36% and a year-on-year increase of 10.62% [8] Price Range Analysis - In July 2025, the largest market share for used cars was in the price range of below 30,000 yuan, accounting for 30.3%, a decrease of 0.8 percentage points. The price range of 30,000 to 50,000 yuan accounted for 26.1%, a decrease of 0.6 percentage points [26] - The average transaction price of used cars in July was 63,800 yuan, a decrease of 700 yuan from June and a decrease of 1,300 yuan from the same period last year [29] New Energy Vehicle Market Overview - In July 2025, the national transaction volume of used new energy vehicles reached 142,800 units, a month-on-month increase of 1.2% and a year-on-year increase of 59%. From January to July 2025, the cumulative transaction volume was 829,000 units, a year-on-year increase of 39.1% [33] Used Car Circulation Analysis - In July 2025, the transfer rate of used cars was 30.41%, an increase of 0.9 percentage points from the previous month and an increase of 1.4 percentage points from the same period last year. The total transfer volume was 505,100 units, a month-on-month increase of 3.24% and a year-on-year increase of 8.31% [47] - The top five provinces for transfer rates in July were Beijing (35.86%), Guangdong (33.15%), Jiangsu (32.65%), Zhejiang (32.35%), and Hebei (31.85%) [54]
【月度分析】2025年8月份全国乘用车市场分析
乘联分会· 2025-09-08 08:21
Core Viewpoint - The article provides a comprehensive analysis of the automotive market in August 2025, highlighting trends in production, retail, wholesale, and exports, particularly focusing on the performance of new energy vehicles (NEVs) and the competitive landscape among manufacturers. Overall Market - Production and Wholesale Analysis - In August 2025, the total production of passenger vehicles reached 240.6 million units, marking an 11.3% year-on-year increase and a 6.7% month-on-month increase [3][17] - The wholesale volume for passenger vehicles was 245.8 million units, reflecting a 14.5% year-on-year growth and a 9.6% month-on-month increase [3][18] - Cumulative production from January to August 2025 was 1,789.3 million units, up 13.1% year-on-year [3][17] Overall Market - Retail Analysis - Retail sales in August 2025 reached 199.5 million units, a 4.6% year-on-year increase and an 8.2% month-on-month increase [4][13] - Cumulative retail sales for the year stood at 1,474.1 million units, reflecting a 9.5% year-on-year growth [4][13] - The retail penetration rate of NEVs in August was 55.2%, an increase of 1.5 percentage points compared to the previous year [23] New Energy Market - Production and Wholesale Analysis - In August 2025, NEV production reached 125.6 million units, a 21.0% year-on-year increase [20] - NEV wholesale volume was 128.2 million units, up 22.3% year-on-year [20] - Cumulative NEV production from January to August was 885.3 million units, reflecting a 33.5% year-on-year growth [20] New Energy Market - Retail and Export Analysis - NEV retail sales in August reached 110.1 million units, a 7.5% year-on-year increase [20] - NEV exports totaled 20.4 million units in August, a significant 102.7% year-on-year increase [24] - The export share of NEVs in total vehicle exports was 40.9%, up 16.6 percentage points from the previous year [24] Manufacturer Performance - In August, the retail volume of domestic brands reached 132 million units, a 9% year-on-year increase [16] - The market share of domestic brands in the NEV sector was 76%, while mainstream joint venture brands had a NEV penetration rate of only 6.6% [23] - BYD, Geely, and Changan were among the top performers in NEV sales, with BYD leading with 371,501 units sold [26][27] Market Trends and Consumer Behavior - The automotive market is experiencing a shift towards stable pricing and reduced promotional activities, with a notable decrease in the number of models undergoing price cuts [13][15] - The penetration of NEVs is supported by favorable policies such as tax exemptions and trade-in incentives, contributing to steady growth in the segment [15][19] - The overall market dynamics indicate a gradual transition towards a more balanced and stable automotive market environment [14][15]
【联合发布】一周新车快讯(2025年8月30日-9月5日)
乘联分会· 2025-09-05 08:34
Core Viewpoint - The article discusses the upcoming launch of the Cadillac XT5 by SAIC General Motors, detailing its specifications, pricing, and market positioning [2][7]. Group 1: Product Overview - The Cadillac XT5 is set to launch on August 29, 2025, classified as a B SUV [7]. - The vehicle will feature a 2.0T engine paired with a 9AT transmission [7]. - The MSRP for the XT5 ranges from 37.99 to 45.99 million yuan [7]. Group 2: Specifications - Dimensions: Length 4,888 mm, Width 1,957 mm, Height 1,694 mm, with a wheelbase of 2,863 mm [7]. - Power output is 174 kW, with a torque of 350 N·m [7]. - The XT5 will be available in multiple configurations, including the Metropolitan, Luxury, Premium, and Platinum models, with prices ranging from 20.29 million to 45.99 million yuan [6][7]. Group 3: Engineering Changes - The engineering change scale for the XT5 is classified as MCE1, indicating minor updates without significant alterations to the vehicle's structure [2][7].
【联合发布】重点新车上市预告(2025年9月)
乘联分会· 2025-09-05 08:34
Core Viewpoint - The article highlights the upcoming launch of four significant new vehicles in September 2025, emphasizing their advanced technology and features aimed at enhancing user experience and meeting diverse consumer needs [1]. Group 1: Vehicle Launches - The four new vehicles set to launch are: 享界 S9T, 尚界 H5, 银河M9, and 理想i6, all scheduled for September 2025 [1]. - 享界 S9T is positioned as a luxury travel car with a starting price of 328,000 yuan, featuring a spacious interior and advanced driving assistance systems [2][4]. - 尚界 H5, developed in collaboration with Huawei, is a mid-size SUV with a starting price of 169,800 yuan, focusing on affordability while integrating the HarmonyOS ecosystem [5]. - 银河M9 is an AI-driven flagship SUV from 吉利, priced between 193,800 and 258,800 yuan, emphasizing spaciousness and hybrid efficiency [6]. - 理想i6 is a pure electric mid-size SUV with a focus on performance and AI interaction, featuring a starting price yet to be announced [7][9]. Group 2: Key Features and Specifications - 享界 S9T boasts a length of 5160mm, width of 2005mm, and height of 1492mm, with a wheelbase of 3050mm, and offers both range-extended and pure electric versions [3][4]. - 尚界 H5 measures 4780mm in length and 2840mm in wheelbase, providing options for range-extended and pure electric powertrains [5]. - 银河M9 features a unique 2+2+2 seating layout, with a maximum cargo capacity of 2171L, and offers a hybrid powertrain with a total power output of 640kW [6]. - 理想i6 is built on an 800V high-voltage platform, offering a range of up to 720km and supporting fast charging capabilities [8][9]. Group 3: Competitive Landscape - The new models emphasize high-end intelligence and family-oriented features, with all four vehicles equipped with top-tier driving assistance systems and extended range capabilities exceeding 800km [9]. - Each vehicle targets different consumer segments: 理想i6 focuses on pure electric performance, 享界 S9T on luxury travel, 尚界 H5 on affordability, and 银河M9 on spaciousness and hybrid efficiency [9].
【会讯】2025年9月乘用车市场分析发布会会议通知
乘联分会· 2025-09-05 08:34
Core Viewpoint - The article announces the upcoming "September 2025 Passenger Car Market Analysis Conference," organized by the China Automobile Dealers Association Passenger Car Market Information Joint Conference Secretariat, to provide insights into the national passenger car market dynamics, industry policies, pricing, used cars, new energy vehicles, commercial vehicles, and the Shanghai automotive market [1][2]. Group 1: Conference Details - The conference will be held online and will feature various reports on the passenger car market [1]. - Key topics include the August 2025 Shanghai automobile market registration situation, analysis of the new energy vehicle industry competition order, and updates on the 2025 World Artificial Intelligence Conference [1][2]. - The reports will be published on September 8, 2025, at 16:00 through the WeChat subscription account (cpca2024) and the official website (www.cpcaauto.com) [1][2]. Group 2: Report Topics - Reports will cover the following areas: 1. August 2025 Shanghai automobile market registration [1]. 2. Analysis of the new energy vehicle industry competition order [1]. 3. Updates on the 2025 World Artificial Intelligence Conference [1]. 4. July 2025 new energy vehicle industry monthly report [1]. 5. August 2025 light commercial vehicle market forecast [1]. 6. July 2025 national used car market in-depth analysis [1]. 7. July 2025 Beijing automobile market analysis [2]. 8. August 2025 national passenger car market analysis [2].
【快讯】每日快讯(2025年9月5日)
乘联分会· 2025-09-05 08:34
Domestic News - Hubei aims to reshape a first-class domestic automotive industry ecosystem by leveraging its strong industrial foundation and market potential, focusing on high-quality development and transformation [2] - Great Wall Motors and the China Automotive Technology Research Center have deepened their strategic cooperation to tackle industry challenges and seize new opportunities for high-quality development in the automotive sector [3] - NIO's CEO Li Bin announced that there will be no model replacements next year, focusing instead on expanding the SUV product lineup, with significant improvements made to existing models [4] - XPeng Motors has initiated the first OTA upgrade for the G7 Ultra, enhancing its Vehicle Language Assistant capabilities and introducing new features for improved driving assistance [5] - Geely has confirmed its plan to re-enter the South African market, with the first deliveries of the EX5 and Geometry E22H scheduled for October [6] - Nissan has established a new import and export company in Guangzhou with a registered capital of 1 billion RMB, focusing on various automotive-related services [7] - Wuling Liuji has launched a low-altitude economy division, focusing on the development of drone engines and related products [8] - Wan'an Technology will build a production base in Wuhan Economic Development Zone, primarily manufacturing automotive components [9] International News - President Trump signed an order to reduce tariffs on Japanese automotive imports from 27.5% to 15%, effective within a week, which is expected to significantly impact Japanese automakers [11] - Canada plans to delay a regulation requiring automakers to meet minimum electric vehicle sales standards by 2026, in response to trade policy challenges [12] - BMW's new generation production model, the iX3, will be globally launched, showcasing significant advancements in design and technology [13] - Tesla's Robotaxi service has officially opened to the public, expanding its availability beyond initial limited users [15] Commercial Vehicles - Supa Leopard has delivered its first batch of electric trucks in Ningxia, marking a significant collaboration in the new energy heavy truck sector [16] - Beiqi Foton has launched an assembly plant in Uganda, aiming to capitalize on local market opportunities and reduce production costs [17] - Huolala has introduced a customized truck model, marking a strategic shift from light asset operations to heavy asset investments in the digital freight platform [18] - Ruichi Automotive has begun pre-sales for its new smart commercial vehicles at the 2025 World Intelligent Industry Expo, aligning with national strategies for smart and electric vehicles [19]
【新能源】2025年7月新能源汽车行业月报
乘联分会· 2025-09-04 08:38
Sales Performance - In July, the total passenger car sales reached 1.843 million units, a year-on-year increase of 1.5% but a month-on-month decrease of 13.9% [4] - The new energy vehicle (NEV) market saw sales of approximately 976,000 units, up 10.5% year-on-year but down 12.1% month-on-month, slightly outperforming the overall market [4] - NEVs accounted for 53.0% of total passenger car sales in July, an increase of 1.1% from the previous month and up 4.3% from the same month last year [4] New Energy Market Overview - Pure electric vehicle sales were about 611,000 units, a year-on-year increase of 25.0% but a month-on-month decrease of 9.6%; plug-in hybrid sales were approximately 365,000 units, down 7.5% year-on-year and down 15.8% month-on-month [9] - Cumulative sales of NEVs reached 6.25 million units by 2025, with a year-on-year increase of 27.2% [9] Top Cities for NEV Sales - The top 10 cities accounted for 25.5% of NEV sales, a slight decrease from 25.9% the previous month; the top three cities were Beijing, Chengdu, and Shanghai [10] - All top 10 cities had NEV penetration rates exceeding 50%, with Shenzhen leading at 66.2%, followed by Ningbo at 64.0% and Wuhan at 62.1% [10] Pure Electric Market Analysis - In July, the top three segments for pure electric vehicles were A0 class (18.4%), B-SUV (15.0%), and A-SUV (15.0%); the C-SUV segment saw a notable increase in market share from 2.9% to 6.2% year-on-year [15] - The personal user share in the pure electric market was 86.6%, a year-on-year increase of 37.2%, while the share of unit users was 5.5%, down 19.7% [16] Industry Dynamics - In July, significant events included Volkswagen's additional investment in Rivian, Tesla's first successful autonomous driving delivery, and the launch of Geely's new electric hybrid architecture [19][20][22] - BYD announced the launch of a car connectivity feature across all its brands, enhancing compatibility with major smartphone brands [22][23] - BMW partnered with Momenta to develop a new generation of intelligent driving assistance solutions, focusing on a model that simulates human brain processing [24] Policy Developments - The National Development and Reform Commission, along with other departments, issued a notice to promote the scientific planning and construction of high-power charging facilities, aiming to optimize the charging infrastructure network [27]