点 击 蓝 字 关 注 我 们 本文全文共 3195 字，阅读全文约需 10 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： 5月1-18日，全国乘用车市场零售93.2万辆，同比去年5月同期增长12%，较上月同期增长18%， 今年以来累计零售780.4万辆，同比增长8%；5月1-18日，全国乘用车厂商批发85.8万辆，同比去年5月同期增 长18%，较上月同期下降2%，今年以来累计批发932.6万辆，同比增长12%。 新能源： 5月1-18日，全国乘用车新能源市场零售48.4万辆，同比去年5月同期增长32%，较上月同期增长 15%，全国新能源市场零售渗透率52%，今年以来累计零售380.8万辆，同比增长35%；5月1-18日，全国乘用 车厂商新能源批发46.7万辆，同比去年5月同期增长23%，较上月同期增长0%，新能源厂商批发渗透率54.4%， 今年以来累计批发444.8万辆，同比增长40%。 2.2025年5全国乘用车市场零售销量平稳 | | 1-5日 | 6-11日 | 12-18日 | 19-25日 | 26-31日 | ...

Domestic News - In April 2025, the industrial added value of enterprises above designated size increased by 6.1% year-on-year, with a month-on-month growth of 0.22% [3] - The Ministry of Transport reported that 98% of service areas nationwide are equipped with charging piles, totaling 35,000 charging piles and 51,000 charging parking spaces [4] - Tianjin Public Transport has launched a pilot operation of L4 level autonomous driving buses, which can operate without human intervention [5] - Great Wall Motors introduced a "global unique" all-power intelligent platform compatible with five power forms, designed for luxury vehicles [6] - BYD and Shenzhou Car Rental have reached a strategic cooperation agreement to promote sustainable development in the car rental market [7] - Honda plans to develop a new generation of ADAS with Momenta, focusing on electric and hybrid vehicle competitiveness [8] - Li Auto's supercharging stations have exceeded 2,300, with over 12,500 charging piles installed across 31 provinces [9] - NIO Energy and Shenyang Zhongde Group signed a cooperation agreement to build 100 charging and swapping stations [10] International News - Honda aims to increase hybrid vehicle sales by 2.2 million units by 2030, adjusting its electric vehicle investment down by 30% [12] - BMW has begun road testing its first electric vehicles equipped with solid-state batteries, marking a significant advancement in battery technology [13] - Toyota plans to launch multiple new electric vehicle models in the U.S. market, seizing opportunities amid Tesla's declining sales [14] - Waymo has received approval to expand its fully autonomous taxi service in the San Francisco Bay Area [15] Commercial Vehicles - Shanxi province will implement a full subsidy for hydrogen fuel truck tolls starting June 1, 2025 [16] - Foton Motor and Huawei Digital Energy have partnered to accelerate the electrification of heavy-duty trucks [17] - Guoxuan High-Tech launched the G-series heavy-duty truck standard box, achieving breakthroughs in battery technology and longevity [18] - Jiangling's new Yuhang model is set to launch on May 21, 2025, enhancing its competitiveness in the market [19]

Domestic News - In April, the production of new energy vehicles and charging piles increased by 38.9% and 43.1% respectively [4] - The Buick Envision family is set to roll out its 1.8 millionth vehicle on May 23, achieving a sales growth of 100,000 units in just six months [5] - Equation Leopard announced the delivery of 100,000 vehicles in 18 months, ranking among the top three new force brands for fastest delivery [6] - GAC Haobo launched a mobile service vehicle for trial operation, providing on-site maintenance services for eligible vehicle owners in Beijing and Guangzhou [7] - Chery established a smart technology company with a registered capital of 1.28 billion yuan, enhancing its innovation capabilities in the new energy and smart travel sectors [8] - Changan Automobile Group founded a lightweight technology company with a registered capital of 550 million yuan, focusing on energy management and new energy vehicle sales [10] - Guoxuan High-Tech's G-Yuan solid-state battery has gained recognition from major domestic and international automakers, offering solutions for long-range and high-safety electric vehicles [11] - Guoxin Technology partnered with Aptiv to promote the localization of core automotive chips, enhancing the domestic automotive electronics landscape [12] International News - North America's Q2 automotive production is expected to decrease by approximately 126,000 units due to tariffs [13] - The Ontario provincial government in Canada plans to invest an additional 73 million CAD over the next four years to support the local electric vehicle and battery supply chain [14] - Tata Motors has deployed its first 10 TATA.ev MegaCharger supercharging stations in India, with plans to build up to 500 stations nationwide [15] - Waymo received approval to expand its autonomous taxi services in the San Francisco Bay Area, enhancing its operational footprint [16] Commercial Vehicles - The world's first sodium-ion power battery for commercial vehicles passed rigorous testing, demonstrating significant performance capabilities [18] - Beiqi Foton delivered 300 Truck Mate micro trucks to Nigeria, expanding its market presence in Africa [20] - Feiyue Automobile held a launch event for its new energy product line, showcasing various models designed for green logistics [21] - Suzhou Jinlong's autonomous bus service is set to launch in Yangcheng Shugu, offering free trial rides to the public [22]

Core Viewpoint - The article discusses the current state and trends of OTA (Over-the-Air) updates in the automotive industry, highlighting the performance of various brands and the impact of regulatory changes on the development of advanced driver assistance systems (ADAS) [2][5][19]. Industry Overview: OTA Data Summary - In April 2025, a total of 391 features were updated across the industry, a significant increase from 265 in the previous month. However, the number of OTA features remains below the average level of the second half of 2024, particularly in the "assisted driving" category, which saw only 13 updates due to ongoing regulatory impacts [5][19]. - New force brands accounted for 126 updated features in April, a substantial rise from just 6 in the previous month. The focus was primarily on "voice assistants" and "vehicle control" modules, with limited updates in assisted driving features [7]. - Domestic brands updated 256 features in April, slightly down from 259 in March, with notable updates from brands like Lynk & Co and Dongfeng Yipai [9]. - Joint venture and luxury brands collectively updated 9 features, with Ford, Nissan, and Volkswagen releasing minor updates. The Shanghai Auto Show showcased new models integrating Chinese technology for smart cockpits and assisted driving [13][16]. Regulatory Impact - The Ministry of Industry and Information Technology (MIIT) held a closed-door meeting in April 2025 to establish testing standards and marketing boundaries for assisted driving, emphasizing the need for compliance with the new OTA regulations introduced on February 28 [19]. - Following the MIIT's new guidelines, multiple automakers have rebranded their "smart driving" features to "assisted driving," aligning with regulatory requirements [21][22]. Upcoming OTA Updates - Several brands have announced upcoming OTA updates, including: - Huawei ADS 4.0 for models like the Enjoy S9 and Aito M8, expected in Q3 2025 [24]. - NIO's World Model for assisted driving, scheduled for May 2025 [24]. - BYD's City Memory Navigation feature, anticipated by the end of 2025 [25]. User Feedback and Experience - User feedback indicates mixed experiences with OTA updates. For instance, the introduction of a "physical key sensing unlock" feature was well-received for its practicality, while other updates were perceived as minor enhancements [32][40]. - Users expressed satisfaction with the new single-pedal "stop" function, which improved driving comfort, although some noted that certain features had not been updated for an extended period, leading to dissatisfaction [42][52].

本文全文共 2605 字，阅读全文约 8 分钟 2025年4月份社会消费品零售总额增长5.1% 2025年1—4月份全国固定资产投资增长4.0% 2025年4月份规模以上工业增加值增长6.1% 2025年4月份能源生产情况 2025年4月份社会消费品零售总额增长5.1% 4月份，社会消费品零售总额37174亿元，同比增长5.1%。其中， 除汽车以外的消费品零售额33548亿元，增长5.6% 。1—4月份，社会消费品零售总额161845亿 元，增长4.7%。其中， 除汽车以外的消费品零售额147005亿元，增长5.2% 。 点 击 蓝 字 关 注 我 们 按经营单位所在地分，4月份，城镇消费品零售额32376亿元，同比增长5.2%；乡村消费品零售额4798亿元，增长4.7%。1—4月份，城镇消费品零售额140433亿 元，增长4.7%；乡村消费品零售额21412亿元，增长4.8%。 按消费类型分，4月份，商品零售额33007亿元，同比增长5.1%；餐饮收入4167亿元，增长5.2%。1—4月份，商品零售额143651亿元，增长4.7%；餐饮收入 18194亿元，增长4.8%。 按零售业态分，1—4月份，限额以上 ...

Industry Information - The number of public charging piles in China increased by 92,000 in April 2025, a year-on-year growth of 34.1%, totaling 3.992 million piles [8][9] - The total charging electricity in April 2025 reached approximately 6.14 billion kWh, a year-on-year increase of 55.6% [8] - The installed capacity of power batteries in April 2025 was 54.1 GWh, representing a year-on-year growth of 52.8% [11][15] - The first batch of green electricity vehicle owners was established in Shenzhen, with 223 electric vehicles charging green electricity at the trial site [16][17] - The International Energy Agency (IEA) predicts global electric vehicle sales will exceed 20 million units in 2025, accounting for over 25% of total new car sales [21][22] Policy Information - Shanxi Datong is promoting battery swap heavy trucks and increasing support for charging infrastructure construction [3] - The Guizhou Provincial Energy Bureau is soliciting opinions on the 2025 version of the electricity demand response trading plan [4] - Sichuan is providing 30% financial support for projects related to large and medium-sized drones, eVTOLs, and flying cars [4] - The Chongqing government has issued a reward plan for supercharging infrastructure construction, offering up to 50,000 yuan per pile [4][38] - The Guangdong Provincial Development and Reform Commission has approved the pricing for electric vehicles discharging power back to the grid [4]

Overall Market - The report provides an in-depth analysis of the passenger car market in China, focusing on production and sales data for April 2025, highlighting a total production of 2,229,665 units for narrow passenger vehicles, with wholesale and retail figures of 2,190,326 and 1,754,874 units respectively [11][14]. - Year-on-year growth rates for various vehicle categories show a mixed performance, with sedans experiencing a 15.32% increase in production, while MPVs and SUVs saw declines of 25.8% and 11.6% respectively [11][12]. Vehicle Category Segmentation - The report details the performance of different vehicle categories, indicating that sedans accounted for 821,392 units in retail sales, marking a 13.3% increase year-on-year, while SUVs reached 847,013 units with a 16.4% growth [18][19]. - The overall market share for sedans, SUVs, and MPVs is analyzed, showing that sedans hold a significant portion of the market, with SUVs also gaining traction [18][19]. Country-Specific Market Analysis - The report includes a breakdown of market shares by country, indicating that domestic brands have a strong presence, with a retail sales figure of 1,150,025 units, representing a 30.6% share [23][29]. - The performance of foreign brands varies, with German brands experiencing a decline in sales, while Japanese brands maintain a stable market presence [23][29]. Brand Positioning - The analysis highlights the market positioning of various brands, with luxury brands like Mercedes-Benz and BMW facing challenges, while domestic brands continue to grow [28][30]. - The report notes that mainstream joint ventures are also experiencing a decline in sales, indicating a shift in consumer preferences towards domestic brands [28][30].

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].

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 ...

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].