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【乘联分会论坛】2025年4月乘用车区域市场流向分析
乘联分会· 2025-06-03 12:04
Core Viewpoint - The article discusses the growth trends in China's passenger car market, highlighting a strong retail performance in early 2025, driven by favorable government policies and regional disparities in market dynamics [2][5]. Group 1: Passenger Car Market Retail Trends - In January 2025, the retail market was weak, but February saw a significant increase with 1.385 million units sold, a 25% year-on-year growth, despite a 23% month-on-month decline [5]. - March retail sales reached 1.94 million units, marking a 15% year-on-year increase and a 40% month-on-month rise, indicating a historical high for March [5]. - April retail sales were 1.75 million units, reflecting a 14% year-on-year growth but a 9% month-on-month decline, maintaining a strong performance above 10% growth [5][6]. Group 2: Regional Market Dynamics - The market shows a clear "strong North, weak South" trend, with notable growth in Northeast and Northwest regions, while Southern markets like East China are underperforming [9][12]. - The Northeast and Northwest regions have been identified as the fastest-growing areas in the Chinese car market from 2023 to 2024, contrasting with the slower growth in Southern regions [9][12]. - The Central region, particularly the Yellow River area, is experiencing a recovery, while the Yangtze River area shows slower growth [11][12]. Group 3: Policy Impact on Market Structure - Government subsidies under the "Two New" policy are significantly benefiting low-end and economic models, particularly in the Northeast and North China regions, where A00 and A0 class electric vehicles are seeing substantial growth [20]. - The article emphasizes the importance of equitable subsidy distribution, which has led to increased adoption of small electric vehicles, particularly in regions with lower average incomes [19][20]. - The shift towards electric vehicles is evident, with a notable increase in the market share of hybrid and pure electric vehicles, especially in Northern regions where the climate favors hybrid models [17][18].
【联合发布】新能源商用车周报(2025年5月第4周)
乘联分会· 2025-06-03 12:04
Market Overview - In April 2025, domestic sales of new energy commercial vehicles reached 77,000 units, representing a year-on-year increase of 58.8% and a slight month-on-month decline. The penetration rate for the month rose to 24.18%, with a cumulative penetration rate of 21.49% for the year [6][7]. Policy Support - The Shanghai Jiading District government issued a notice to support the development of the hydrogen fuel cell vehicle industry, offering rewards for R&D activities and capacity expansion, with a maximum of 5 million yuan for R&D and 30 million yuan for capacity expansion [5][8]. - The Guizhou Zhenfeng County government encouraged the installation of charging facilities, allowing certain entities to bypass construction permits while ensuring compliance with safety and environmental standards [5][10]. Industry Developments - XCMG launched its new generation "Han Jie" light truck, focusing on high safety, reliability, long range, and low energy consumption, marking a significant advancement in logistics vehicle efficiency [17]. - Foton Motor introduced the global strategy for its new "Xiangling V5" model, featuring innovative technologies that enhance driving comfort and safety [17]. - A strategic cooperation agreement was signed between CATL and Shaanxi Heavy Duty Automobile, aiming to develop new energy vehicles with reduced energy consumption and weight [17][19]. New Product Launches - Qingling Group, in collaboration with Huawei, unveiled the world's first megawatt-level ultra-fast charging heavy truck, which can charge 80% in just 15 minutes, significantly improving operational efficiency [19]. - Yutong launched the new "Yumeng E5S" bus, designed to meet the evolving needs of public transportation with a focus on sustainability and efficiency [21]. International Expansion - Chuangwei Automotive delivered 60 pure electric buses to Kazakhstan, enhancing its presence in the international market and contributing to local public transport [21]. - Yutong secured a contract to supply 62 electric buses to a Dutch public transport operator, furthering its commitment to zero-emission public transport solutions [21].
【行业政策】一周要闻回顾(2025年5月26日-6月1日)
乘联分会· 2025-06-03 12:04
点 击 蓝 字 关 注 我 们 本文全文共 2917 字,阅读全文约 10 分钟 道路运输车辆达标车型表(第76批)公示 | 索引号: | 000019713O09/2025-00022 | 机构分类: | 运输服务司 | | --- | --- | --- | --- | | 文号: | 元 | 主题分类: | 办理情况 | | 公开日期: | 2025年05月26日 | 行业分类: | 道路货物运输;道路旅客运输 | | 主题词: | 道路运输;达标车型 | 公文类型: | 其他 | 5月26日,交通运输部运输服务司公布《道路运输车辆达标车型表(第76批)公示》。 公示称,根据《中华人民共和国安全生产法》《中华人民共和国节约能源法》《中华人民共和国道路运 输条例》《道路运输车辆技术管理规定》《道路运输车辆燃料消耗量检测和监督管理办法》等有关规定及相关 技术标准要求,现对通过技术审查的道路运输车辆达标车型(见附件1),以及车辆生产企业申请撤销的车型 (见附件2)进行公示,公示期为5个工作日。 列入《道路运输车辆达标车型表(第76批公示)》的公示达标车型共2284款,其中,客车公示车型114 款, 乘用车公示 ...
【快讯】每日快讯(2025年5月30日)
乘联分会· 2025-05-30 08:43
Domestic News - The Ministry of Commerce expressed concerns over the EU's anti-dumping investigation into Chinese passenger car and light truck tires, emphasizing that trade protectionism increases consumer burdens and disrupts supply chains, urging dialogue for resolution [4] - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show will open on May 31 in Shenzhen, featuring a special exhibition for BYD showcasing its full range of models and the debut of the Ocean Network model, Sea Lion 07EV [5] - Zhang Jinhua, president of the China Automotive Engineering Society, highlighted the importance of strengthening OTA (Over-the-Air) upgrade management to ensure vehicle safety and protect consumer rights amid the rapid development of electric and intelligent vehicles [6] - Lantu Motors signed a strategic cooperation agreement with Tsinghua University to enhance collaboration in artificial intelligence, aiming to accelerate the development of intelligent connected vehicle technologies [7] - Chery Automobile announced the establishment of the "Chery Intelligent Center" by integrating its subsidiaries, focusing on smart cockpit, assisted driving, and digital architecture [8] - BYD launched the Sea Lion 07EV in Guatemala, emphasizing its performance and high-tech features, aiming to meet local demand for high-quality green transportation [9] - SAIC Group and others established a new company, Fengmei Power System, focusing on battery sales and related services [10] - Jiyou Tongxing unveiled the new BRICS battery super hybrid series, featuring advanced fast-charging technology that reduces charging time significantly [10] International News - In the U.S., May light vehicle sales are expected to remain flat year-on-year at 1.49 million units, with a projected annualized sales rate of 15.6 million, down by 100,000 units from the previous year [11] - Toyota reported a 12.2% year-on-year increase in global sales for April, reaching 936,718 units, with production also rising by 11.7% [12] - The UK saw a 15.8% decline in April vehicle production, marking the lowest output for that month since 1952, with total production at 59,203 units [13] - The UK successfully conducted its first flight of an air taxi, capable of carrying one pilot and four passengers, with a range of 160 kilometers and a speed of 240 kilometers per hour [14] Commercial Vehicles - Shaanxi Automobile Group launched the new Mingzhu heavy truck in Yinchuan, marking a significant step in high-end commercial vehicle development, with over a thousand orders signed at the event [15] - DeepWay signed a distribution agreement in Australia, marking its fourth market entry in the Asia-Pacific region, enhancing its global strategy [16] - Chery Commercial Vehicles showcased its Phoenix series super heavy trucks, highlighting advancements in technology and market positioning [17] - FAW Liberation's Sichuan branch celebrated the production of its 10,000th vehicle in 2025, achieving this milestone in just 148 days [18]
【联合发布】一周新车快讯(2025年5月24日-5月30日)
乘联分会· 2025-05-30 08:43
Core Viewpoint - The article provides a comprehensive overview of new vehicle models set to launch in May 2025, detailing specifications, pricing, and market segments for various manufacturers. Group 1: New Vehicle Launches - Changan Automobile will launch the Deep Blue S07 on May 24, 2025, targeting the B SUV segment with a price range of 15.99 to 19.79 million yuan [2][9]. - Dongfeng Passenger Vehicle will introduce the Dongfeng Fengshen Yixuan on May 24, 2025, in the A NB segment, priced between 7.79 and 10.68 million yuan [4][17]. - SAIC General will release the Cadillac XT4 on May 25, 2025, as an A SUV with a price range of 22.97 to 27.57 million yuan [4][25]. - NIO will launch the ET5 and ET5T on May 25, 2025, in the B NB and B Wagon segments, respectively, with prices ranging from 29.80 to 35.60 million yuan [4][33][41]. - SAIC Volkswagen will introduce the Volkswagen Lingdu L on May 26, 2025, in the A NB segment, priced from 17.39 million yuan [4][49]. Group 2: Specifications and Features - The Deep Blue S07 features a 1.5L engine combined with an electric motor, offering various configurations and a maximum electric range of 628 km [9][8]. - The Dongfeng Fengshen Yixuan is equipped with a 1.5L engine and offers a maximum power output of 92 kW and torque of 158 N·m [17]. - The Cadillac XT4 offers a 1.5T engine with a maximum power of 155 kW and torque of 270 N·m [25]. - The NIO ET5 boasts a power output of 360 kW and a torque of 700 N·m, with battery options of 75 kWh and 100 kWh [33]. - The Volkswagen Lingdu L is powered by a 1.4T engine, delivering 110 kW and 250 N·m of torque [49]. Group 3: Market Segmentation - The new models span various segments, including B SUVs, A SUVs, and C MPVs, indicating a diverse market strategy among manufacturers [2][4]. - The pricing strategy reflects a competitive landscape, with models ranging from budget-friendly options like the Dongfeng Fengshen Yixuan to premium offerings like the Cadillac XT4 and NIO ET5 [4][25][33].
【联合发布】2025年4月乘用车智能化指数为31.9
乘联分会· 2025-05-30 08:43
Core Viewpoint - The article discusses the recent trends in the Chinese passenger car market's intelligence index, highlighting a slight decline in the overall intelligence index and its components, while emphasizing the long-term growth potential of the market driven by technological advancements and consumer acceptance [2][10]. Summary by Sections Intelligent Vehicle Index - The passenger car intelligence index for April 2025 is reported at 31.9, with sub-indices for intelligent cockpit at 34.4, intelligent driving at 34.5, and external intelligence at 17.0 [2][6][10]. Recent Trends - The intelligent vehicle index has shown a slight decline in April 2025, breaking a continuous upward trend observed earlier in the year. This decline is attributed to the market's response to the government's vehicle replacement policy, which initially stimulated growth but led to a significant drop in sales in April [10]. Sales Performance - In April 2025, the retail sales of passenger cars reached 1.755 million units, marking a year-on-year increase of 14.5% but a month-on-month decrease of 9.4%. The new energy vehicle (NEV) segment saw retail sales of 905,000 units, reflecting a year-on-year growth of 33.9% but a month-on-month decline of 8.7% [10]. Impact of Key Players - The decline in the intelligent vehicle index was notably influenced by a significant drop in sales of two main models from Tesla, which affected the overall market performance despite the NEV segment's relatively better performance [10]. Future Outlook - Despite the April decline, the article anticipates a rebound in the intelligence index in May 2025, driven by the launch of new NEV models around the Shanghai Auto Show. The long-term outlook remains positive, with expectations of substantial growth potential in the intelligent vehicle market as technology evolves and consumer acceptance increases [10]. Index Composition and Calculation - The intelligent vehicle index is composed of one primary index and three secondary indices, reflecting the market performance of vehicles meeting specific intelligent criteria. The calculation method involves the market share of vehicles meeting any of the criteria for the secondary indices [12][13]. Weighting Factors - The weighting factors for the indices are set at 47.5% for intelligent cockpit, 37.5% for intelligent driving, and 15.0% for external intelligence, reflecting their respective impacts on the industry [15][16][17].
【乘联分会论坛】2025年4月皮卡市场分析
乘联分会· 2025-05-29 08:43
Group 1: Overall Market Analysis - The national pickup truck production in April 2025 reached 52,000 units, a year-on-year increase of 18.8%, while the sales for the same month were 50,000 units, up 14% year-on-year, marking a historical high for April [2] - The pickup truck market is primarily driven by demand in the Southwest and Northwest regions, which accounted for approximately 48% of total demand in April 2025 [2] - The overall pickup truck market is showing signs of recovery post-pandemic, with a notable increase in domestic demand despite challenges in the real estate sector [8] Group 2: Export Performance - In 2024, the total pickup truck exports reached 233,000 units, representing a growth rate of 76%. In April 2025, exports were 24,000 units, up 20% year-on-year [3] - The export share of pickup trucks in total sales was 45% in 2024 and remained high at 44% in April 2025, indicating strong international demand for Chinese-made pickups [3][11] - Major players like Great Wall Motors, Changan, and JAC have significantly increased their export volumes, with some companies achieving over 50% of their total sales from exports [3] Group 3: New Energy Pickup Trucks - The sales of new energy pickup trucks in 2024 reached 13,000 units, a year-on-year increase of 59%. In April 2025, sales were 2,000 units, up 127% year-on-year [4] - The new energy pickup market is expected to grow rapidly, driven by increasing consumer interest and the introduction of models like the Geely Radar electric pickup [4][14] - The overall trend indicates a shift towards electric pickups as a viable alternative to traditional fuel vehicles, with significant growth potential in both domestic and international markets [4] Group 4: Regional Market Characteristics - The primary sales regions for pickups are in the Southwest and Northwest, with these areas showing strong demand due to economic activities centered around agriculture and construction [17] - The market in Eastern regions has not seen significant growth, while the Central and Southern regions are also lagging behind in terms of pickup sales [17] - The demand for pickups in urban areas is gradually improving, particularly with the introduction of electric and passenger-oriented models [17][19] Group 5: Manufacturer Performance - Great Wall Motors continues to dominate the domestic pickup market with nearly 50% market share, while other manufacturers like JAC and Changan are also performing well [20][22] - The competitive landscape is characterized by a few strong players, with Great Wall leading and others like JAC and Zhengzhou Nissan maintaining solid positions [20][22] - The export performance of manufacturers such as SAIC Maxus and Changan has been notably strong, contributing to their overall growth in the pickup segment [24]
【快讯】每日快讯(2025年5月29日)
乘联分会· 2025-05-29 08:43
Domestic News - Fujian Province has launched a plan to boost consumption, emphasizing the promotion of automotive consumption through activities like vehicle modification, rental, and exhibitions, aiming to build over 80,000 public charging stations by the end of 2025 [2] - In April, Chongqing's new energy passenger car sales surged by 46.2% year-on-year, with a market penetration rate of 58.7%, indicating a shift from policy-driven to market-driven growth [3] - Zeekr and NIO have established a mutual charging network cooperation, allowing users to access each other's charging stations seamlessly [4] - Lantu has released the Lantu FREE+ model featuring Huawei's ADS 4.0, showcasing advanced design and technology [6] - Li Auto has initiated OTA 7.4 updates, enhancing user experience with new features like a 3D assistant and improved voice interaction capabilities [7] - BYD's "Shenzhen" ship successfully transported 7,300 electric vehicles to Brazil, marking a significant step in its global expansion [8] - Pony.ai has signed a strategic cooperation agreement with Guangzhou Public Transport Group to collaborate on autonomous driving and logistics services [9] - BAIC's first mass-produced model in collaboration with Zhuoyue Technology is expected to hit the market this year, highlighting ongoing partnerships in the automotive sector [10][11] International News - Spain's new car sales increased by 7.1% year-on-year in April, continuing a positive trend with a total of 98,522 vehicles sold [12] - Toyota has invested $250 million in Joby Aviation, enhancing its capabilities in advanced design and production for aerial taxis [13] - Volkswagen has decided to maintain the current pricing of new vehicles in the U.S. until June, in response to tariff impacts [14] - Mitsubishi is considering launching an electric version of the Colt, utilizing Renault's platform for its development [15] Commercial Vehicles - King Long has won the 2024 China Invention and Entrepreneurship Award for its innovative vehicle collaboration systems [16] - Chery Commercial Vehicles is set to launch a new generation of electric VAN products by September 2025 [18] - Yutong Light Truck has signed a strategic cooperation agreement with G7 to develop integrated solutions for green logistics [19] - Radar has officially launched its new hybrid pickup models, the King Kong EM-P and Horizon EM-P, with competitive pricing [20]
【乘联分会论坛】关于召开2025年中国二手车大会的通知
乘联分会· 2025-05-28 08:34
点 击 蓝 字 关 注 我 们 本文全文共 544 字,阅读全文约需 2 分钟 各会员单位及相关企业: 行业正迎来高质量发展的关键阶段。政策层面以扩大内需、畅通 循环为导向,持续释放存量消费潜力,推动行业向规范化、标准 化、数字化加速重构交易生态,为跨区域流通与资源整合注入新 动能。 2025 年,在国家政策赋能与行业变革的交融中,中国二手车行业正迎来高质量发展的关键阶段。政策 层面以扩大内需、畅通循环为导向,持续释放存量消费潜力,推动行业向规范化、标准化、数字化加速 重构交易生态,为跨区域流通与资源整合注入新动能。 在此背景下, 中国汽车流通协会定于 2025 年 7 月 2 日至 4 日在重庆举办" 2025 年中国二手车大 会", 大会将邀请二手车行业优秀企业代表、数字化平台、行业专家,重点围绕二手车行业发展痛点难 点、可信溯源体系、数据互联互通、出海策略及长效发展机制展开深度探讨,面对市场新机遇,制定应 对挑战的解决方案。 2025 年中国二手车大会将设立多个分论坛,包括二手车交易市场、二手车经销商、经销商集团二手 车、厂家二手车、新能源二手车、二手车出口、二手车鉴定评估和拍卖等专业领域。 会上将发布 ...