New Car Transaction Situation - In March, Beijing's new car transactions reached 54,000 units, a month-on-month increase of 69.83% but a year-on-year decrease of 3.23%. The month-on-month growth rate exceeded the national average by 32.83 percentage points, while the year-on-year decline was lower than the national average by 11.43 percentage points [3] - From January to March, the cumulative new car transactions in Beijing totaled 131,100 units, a year-on-year decrease of 7.82%, which is lower than the national average by 19.02 percentage points [3] Imported Car Sales Situation - In March, Beijing's imported car transactions were 2,796 units, showing a month-on-month increase of 70.28% but a year-on-year decline of 21.77% [7] - From January to March, the cumulative imported car transactions in Beijing were 7,022 units, reflecting a year-on-year decrease of 25.28% [7] New Energy Vehicle Sales Situation - In March, Beijing's new energy vehicle transactions reached 30,000 units, with a month-on-month increase of 67.18% and a year-on-year increase of 14.74%, accounting for 55.58% of the total new car transactions [12] - Pure electric vehicle sales were 17,200 units, making up 57.44% of new energy vehicle sales [12] - From January to March, the cumulative new energy vehicle transactions in Beijing totaled 68,500 units, a year-on-year increase of 22.02%, representing 52.25% of the total new car transactions [12] Used Car Transaction Situation - In March, Beijing's used car transaction migration rate was 34.94%, showing a month-on-month decrease of 1.36 percentage points and a year-on-year decrease of 1.33 percentage points [18] - In March, the number of used car transactions in Beijing was 65,200, with a month-on-month increase of 62.54% and a year-on-year increase of 4.3%, resulting in a new-to-old car ratio of 1:1.2 [19] - From January to March, the cumulative used car transactions in Beijing were 147,900, reflecting a year-on-year increase of 1.07%, with a new-to-old car ratio of 1:1.04 [19]

点 击 蓝 字 关 注 我 们 本文全文共 9736 字，阅读全文约需 32 分钟 总体市场-2025年4月产量分析表 | 严重 | 轿车 | MPV | SUV | 狭义乘用车 | 微星 | 厂义乘用车 | | --- | --- | --- | --- | --- | --- | --- | | (单位: 万辆) | C | 600 | 6 2 | 合计 | 800 | 合计 | | 4月份 | 100.3 | 8.6 | 114.1 | 223.0 | 3.8 | 226.8 | | 3月份 | 107.9 | 11.6 | 129.0 | 248.5 | 3.2 | 251.7 | | 同期 | 87.0 | 7.6 | 106.0 | 200.6 | 2.4 | 202.9 | | 同比 | 15.3% | 13.1% | 7.6% | 11.2% | 62.4% | 11.8% | | 环比 | -7.1% | -25.8% | -11.6% | -10.3% | 20.9% | -9.9% | | 累计 | 370.3 | 38.1 | 446.0 | 854.4 | 12.6 | 867.0 ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) is proposing new regulations to enhance safety standards for electric vehicle door handles, addressing issues such as insufficient strength and potential safety risks in emergency situations [2] - The sales revenue from the consumption of old products in exchange for new ones is expected to exceed 1.3 trillion yuan in 2024, which will significantly boost consumer spending and support the automotive market [3] - Zeekr Energy and GAC Energy have launched a bidirectional interconnection cooperation for charging networks, aiming to create a comprehensive smart energy ecosystem [4] - SAIC-GM-Wuling plans to introduce solid-state batteries in vehicles by 2027, indicating progress in battery technology [5] - iFlytek and Chery Automobile have established a joint venture focused on developing intelligent audio systems for Chery's vehicle lineup [6] - CATL has unveiled a 9MWh ultra-large capacity energy storage system, TENER Stack, which boasts a 50% increase in energy density and a 45% improvement in space utilization compared to traditional systems [7] - Baidu Apollo and Shenzhou Car Rental have announced a partnership to launch the world's first autonomous vehicle rental service [8] - Leche Automobile Supermarket has opened in Chengdu, integrating various retail formats to transform the automotive sales model [9] Foreign News - The UK and the US have reached an agreement on tariff trade terms, with the UK making concessions on imports of US agricultural products in exchange for reduced tariffs on UK car exports [11] - In April, South Korea registered 21,495 new imported cars, a slight decrease of 0.3% year-on-year, while the cumulative registration for the year reached 82,152 vehicles, a 7.9% increase compared to the previous year [12] - Mitsubishi Motors plans to launch a new electric crossover vehicle in the US and Canada in 2026, marking its first new model in North America in seven years [13] - Mercedes-Benz will expand its production lineup in Alabama starting in 2027, focusing on a "core model" tailored to American consumer preferences [14] Commercial Vehicles - DeepWay has launched two new models of electric heavy-duty trucks, featuring advanced self-developed power systems and L2-level driver assistance [15] - Yunnan Province has announced a plan to update transportation equipment, aiming to retire over 2,600 old trucks and purchase more than 150 new energy cold chain delivery vehicles by 2025 [16] - Jiangxi and Hebei provinces have issued subsidy notifications for the scrapping of old trucks, with potential subsidies reaching up to 140,000 yuan for replacing heavy-duty vehicles [17] - New Asia Technology has established its China headquarters in Shanghai, focusing on the manufacturing of components for new energy commercial vehicles [18]

Core Viewpoint - The article announces the upcoming "May 2025 Passenger Car Market Analysis Release 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, including policies, prices, used cars, new energy vehicles, commercial vehicles, and the Shanghai automotive market [1][2][3]. Group 1: Conference Details - The conference will be held online and is supported by various organizations, including Sohu Auto, Shanghai Information Center, and Ipsos (China) Consulting Co., Ltd. [1][2] - The report will be released on May 11, 2025, at 10:00 AM [1][3]. Group 2: Report Content - The report will cover several key topics, including: 1. April 2025 Shanghai automobile market registration data [1] 2. March 2025 price index report [1] 3. Analysis of two mandatory national standards regarding passenger car fuel consumption evaluation methods and electric vehicle energy consumption limits [1] 4. Analysis of the impact of U.S. tariff policies on the automotive industry [2] 5. March 2025 new energy vehicle industry monthly report [2] 6. April 2025 light commercial vehicle market forecast [2] 7. March 2025 Beijing automobile market analysis [2] 8. April 2025 national passenger car market analysis [3]

Core Viewpoint - The article provides an overview of new vehicle models set to launch in May 2025, detailing specifications, pricing, and market segments for various manufacturers [2]. Group 1: SAIC Volkswagen - The new model, Tiguan L PRO, will be launched on May 7, 2025, in the B SUV segment with a price range of 236,800 to 266,800 CNY [7]. - The vehicle features a 2.0T engine paired with a DCT7 transmission, producing 162 kW of power and 350 N·m of torque [7]. Group 2: FAW Car - The Hongqi H9 will also debut on May 7, 2025, targeting the C NB segment with a price range of 329,800 to 539,800 CNY [15]. - It offers both 2.0T and 3.0T engine options, with the 2.0T engine generating 185 kW and 380 N·m, while the 3.0T engine produces 248 kW and 445 N·m [15]. Group 3: Yundu Automobile - The new model, Ji Xiang AIR, is set to launch on May 7, 2025, in the A NB segment, priced between 147,800 and 159,800 CNY [23]. - It is an all-electric vehicle with a power output of 147 kW and a torque of 250 N·m, featuring battery capacities of 51.2 kWh and 64.1 kWh, providing ranges of 435 km and 530 km respectively [23]. Group 4: Avita Technology - The Avita 12 will be released on May 8, 2025, in the C NB segment, with prices ranging from 269,900 to 429,900 CNY [31]. - It offers both range-extended and pure electric versions, with the pure electric variant achieving a range of 705 km [31]. Group 5: BYD Automobile - The Hai Si 07 DM-i will launch on May 8, 2025, in the C SUV segment, with a price range of 169,800 to 205,800 CNY [39]. - This model features a 1.5T plug-in hybrid engine, producing 115 kW and 225 N·m, with an electric motor output of 200 kW and a torque of 315 N·m [39]. Group 6: Li Auto - The Li L6 is set to launch on May 8, 2025, in the C SUV segment, priced between 249,800 and 279,800 CNY [47]. - It features a 1.5T range-extended engine with a power output of 113 kW and an electric motor producing 300 kW [47]. Group 7: Additional Models from Li Auto - The Li L7 will also be released on May 8, 2025, with prices ranging from 301,800 to 359,800 CNY [55]. - The model features similar engine specifications as the L6, with a focus on enhanced performance [55]. Group 8: Li Auto L8 and L9 - The Li L8 will launch on May 8, 2025, priced between 321,800 and 379,800 CNY, while the L9 will be priced from 409,800 to 439,800 CNY [63][71]. - Both models utilize a 1.5T range-extended engine, with the L9 targeting the D SUV segment [71].

Core Viewpoint - The article highlights the increasing concentration of retail sales among the top 10 new energy vehicle (NEV) companies in China, indicating a growing "Matthew Effect" where leading companies dominate the market more than ever before [2]. Summary by Sections Overview - In the first quarter of this year, the top 10 NEV companies sold 1.921 million units, achieving a market concentration of 79.4%, an increase of 1.5 percentage points compared to the previous year [2][3]. Top 10 Companies Analysis - **BYD**: Maintains the top position with a market share of 28.8%. In Q1, 63% of its sales were plug-in hybrids, and 36% were pure electric vehicles. BYD's sales reached approximately 370,000 units in April [4][5]. - **Geely**: Climbed to second place with a market share of 13.3%. Its NEV penetration rate increased from 24.7% in 2022 to 52.3% in Q1 2024, with sales of 321,000 units [5]. - **SAIC-GM-Wuling**: Ranked third with a market share of 6.5%. The company has a NEV penetration rate exceeding 80%, with its popular models contributing significantly to sales [6]. - **Changan**: Fourth place with a NEV penetration rate of 50.1% in Q1 2024. The company has shown consistent growth, with sales supported by favorable subsidy policies [6]. - **Tesla**: Fifth place, with a sales figure of 134,000 units in Q1, reflecting a slight increase of 1.7%. Tesla's localization rate in China exceeds 95% [7]. - **Chery**: Sixth place with a NEV penetration rate of 34.3% in Q1. The company also has strong export performance, with domestic sales reaching 116,000 units [8]. - **Li Auto, Xpeng, and Leap Motor**: These new entrants are closely competing, with sales figures in April of 34,000, 35,000, and 41,000 units respectively. Their future performance remains uncertain in a competitive market [8]. - **Harmony OS Intelligent Mobility**: Tenth place, with a combined sales of 79,000 units in Q1, representing a market share of 3.3% [9]. Conclusion - Currently, there are 69 registered NEV companies in China, with 8 having zero production or sales in Q1. The top 10 companies dominate nearly 80% of the market, indicating a challenging environment for smaller players [9].

Core Viewpoint - The article highlights the upcoming launch of four significant new vehicles in May 2025, showcasing advancements in electric and hybrid technology, smart driving capabilities, and luxurious interior designs [1][10]. Group 1: Upcoming Vehicle Launches - The four new vehicles set to launch are: Galaxy Star 8, Zhiji L6, Zun Jie S800, and GAC Trumpchi Xiangwang M8 [1][10]. - Galaxy Star 8 is a mid-to-large plug-in hybrid sedan featuring advanced smart driving systems and a luxurious interior [4][10]. - Zhiji L6 is a pure electric sedan with an upgraded 800V high-voltage platform, offering rapid charging and advanced driving assistance features [6][10]. - Zun Jie S800, a collaboration between Huawei and JAC, is positioned as a luxury vehicle with L3-level intelligent driving capabilities and a focus on comfort and technology [8][10]. - GAC Trumpchi Xiangwang M8 is a large MPV developed in partnership with Huawei, featuring a high-end interior and advanced smart driving systems [9][10]. Group 2: Vehicle Specifications and Features - Galaxy Star 8 offers two hybrid options, EM-i and EM-P, with electric ranges of 60 km and 130 km respectively, and includes a high-tech cockpit with multiple smart features [4][10]. - Zhiji L6 features a modern design with a new paint finish, an 800V platform for faster charging, and advanced AI integration for a seamless user experience [6][10]. - Zun Jie S800 boasts a luxurious interior with natural materials, advanced L3-level driving assistance, and a focus on safety and convenience through various smart technologies [8][10]. - GAC Trumpchi Xiangwang M8 includes a 2.0T plug-in hybrid system with a pure electric range of 248 km and a comprehensive driving assistance system [9][10]. Group 3: Market Implications - The new vehicles reflect the industry's shift towards electric and hybrid technologies, emphasizing smart driving and luxurious features, which are expected to enhance market competitiveness [10]. - The integration of advanced technologies and luxurious designs in these new models indicates a strong commitment from manufacturers to meet evolving consumer demands [10].

美国政府公布全新关税政策 当地时间4月2日，美国总统特朗普一系列新关税政策"靴子落地"。按照白宫发布的声明，美国将对贸易 伙伴设立10%的"基准关税"，并对某些贸易伙伴征收更高关税，此外，还明确对所有进口汽车加征25%的关 税。 点 击 蓝 字 关 注 我 们 本文全文共 1533 字，阅读全文约需 5 分钟 对美国车市的影响：冲击产能，抬高售价，低价车首当其冲 2024年，在美国售出约1600万辆汽车中，有约46%是进口汽车，且在美组装的汽车近60%的零部件来自国 外。因此，加征关税将直接提高美国本土汽车售价，大部分本土车企的产能也将受到打击。预计加征关税后， 薄利多销的低价车型将首当其冲，面临"市场淘汰"。 对欧洲车企影响 | 美国全新关税政策落地 | | | | | 关税政策框架:10%基准关税+国别差异化对等关税 | | | 美国全面征收25%的进口 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 生效时间 | 覆盖范围 | | 税率 | 进口乘用车(轿车、 | | 基准 | | | | 4月5日 | 所有进口商品 ...

Core Viewpoint - The latest Vehicle Inventory Alert Index (VIA) indicates that the Chinese automotive circulation industry is currently in a downturn, with an index of 59.8% in April 2025, reflecting a year-on-year increase of 0.4 percentage points and a month-on-month increase of 5.2 percentage points [2]. Inventory and Market Conditions - The automotive market showed weak performance in early April due to seasonal agricultural activities in the north and delayed consumption in some southern regions. The Shanghai International Auto Show later in the month brought new vehicle releases, which temporarily boosted consumer interest but also led to a short-term wait-and-see attitude among buyers [3]. - 58.2% of dealers reported a decline in sales for April, with 38.4% indicating a drop of over 5%. Only 18.5% believed sales increased month-on-month. The overall impact of the auto show on sales will gradually be realized post-event [3][5]. Regional and Brand Performance - The national index for April stands at 59.8%, with regional indices showing variations: North at 59.5%, East at 60.8%, West at 58.8%, and South at 57.1% [7]. - The index for luxury/imported, joint venture, and independent brands increased month-on-month, indicating a mixed performance across different brand types [9]. Future Market Expectations - With the upcoming May Day holiday and various auto shows, marketing activities are expected to enhance consumer interest and purchasing enthusiasm. Dealers have a slightly more optimistic outlook for May compared to April [9]. - The China Automobile Dealers Association suggests that due to increasing market uncertainties, dealers should rationally assess actual market demand and enhance promotion of vehicle replacement policies to boost consumer confidence [9].

Domestic News - The People's Bank of China announced a reduction in the reserve requirement ratio for financial institutions by 0.5 percentage points starting May 15, 2025, and a 5 percentage point reduction for auto finance and leasing companies [2] - Guangdong Province encourages Guangzhou and Shenzhen to further relax vehicle purchase restrictions, including issuing more purchase quotas and allowing direct applications for regular vehicle quotas for individuals who have been unsuccessful in obtaining them [3] - Guangdong's plan to expand automotive consumption scenarios includes support for local standards for vehicle modifications, promoting international automotive events, and enhancing the second-hand car market through transparency measures [4] - Geely announced plans to acquire all issued shares of Zeekr, aiming for a complete merger to enhance resource integration and operational efficiency [5] - The Tank 400 model from Great Wall Motors offers a limited-time purchase incentive of up to 32,000 yuan, including various subsidies [7] - Lantu's Dreamer model has fully rolled out the Huawei QianKun intelligent driving system, enhancing safety and convenience features [8] - Li Auto has launched 119 new supercharging stations in one week, bringing the total to over 2,200 stations nationwide, with plans for extensive coverage of national highways and major urban areas [9] - A new automotive industry development company with a registered capital of 5 billion yuan has been established in Shenyang, focusing on automotive parts and new energy vehicle production [10] International News - The European Parliament approved relaxed carbon emission rules for car manufacturers, allowing more time for compliance and reducing potential fines [11] - New car sales in the UK fell by 10.4% year-on-year in April 2025, marking the sixth decline in seven months, although electric vehicle sales increased by 8.1% [12] - Mercedes-Benz has partnered with Luminar to develop next-generation lidar sensors, marking a shift from purchasing existing products to collaborative development [13] - Mitsubishi Motors has signed a memorandum of understanding with Foxconn to develop an electric vehicle for the Australian and New Zealand markets, expected to launch in the second half of 2026 [14] Commercial Vehicles - CATL's Tianxing series batteries have become the first commercial power batteries to pass the new national standard for electric vehicle batteries in China [15] - The Remote Super VAN was showcased at the Birmingham Commercial Vehicle Show, marking its entry into the UK market and attracting significant media attention [16] - Dongfeng Liuzhou, West Science City Intelligent Connected Vehicle Innovation Center, and Zhiyu Weike signed a strategic cooperation agreement to collaborate on the development of new energy intelligent connected commercial vehicles [17] - A differentiated periodic emission inspection system for trucks will be trialed, allowing certain vehicles to bypass inspections if they meet remote monitoring requirements [19]