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【快讯】每日快讯(2025年12月2日)
乘联分会· 2025-12-02 11:35
点 击 蓝 字 关 注 我 们 本文全文共 3289 字,阅读全文约需 11 分钟 目录 国内新闻 1.工信部:鼓励中国光伏、锂电池、新能源汽车等优势企业"走出去" 2.上汽产投人形机器人领域投资已涵盖本体、具身智能等 5.清华大学-赛力斯汽车有限公司电池创新技术联合研究中心揭牌 6.内蒙古乌海半固态锂电池储能项目成功并网发电 7.全新MG4购置税跨年补贴方案升级 托底补贴延至12月28日 3.创维汽车与Kaly Emotors签署框架合作协议 8.尚界H5推出跨年购置税补贴方案 4.极氪于12月1日起在德国销售三款车型 国外新闻 1.美国确认对韩15%关税税率追溯至11月1日生效 2.南非11月新车销量增长12.5% 3.意大利11月新车销量同比持平 4.本田10月全球汽车产量下滑11% 商用车 1. 四川:计划年内实现普货车辆智能年审 2. 广东深圳:继续实施便利部分中型厢式货车通行政策 3. 全球首条"零碳无人货运走廊"战略启动 4. 远程进军Robovan领域 国内新闻 1 工信部:鼓励中国光伏、锂电池、新能源汽车等优势企业"走出去" 时间:2025.12.2 来源:财联社 12月1日,《中国日报》刊 ...
【新能源】2025年11月新能源乘用车厂商批发销量快讯
乘联分会· 2025-12-02 11:35
点 击 蓝 字 关 注 我 们 本文全文共 691 字,阅读全文约需 2 分钟 11月新能源乘用车市场预判 随着年末新能源车辆购置税免税政策到期,11月车市步入年末抢购阶段,叠加厂商"双十一"促销活动,市 场热度应该持续攀升。但截至月中,全国大多数省份置换更新与以旧换新补贴出现不同程度的调整,加剧了消 费者的观望情绪,也为十一月车市带来较大的冲击。部分厂商及时调整新能源生产节奏,降低库存风险。 根据乘联分会最新数据,全国乘用车市场2025年10月新能源销量万辆以上厂商的批发销量占总体新能源 乘用车当月销量的93.4%。根据月初步汇总数据,这些10月新能源销量万辆以上厂商企业的11月销量为161万 辆。目前绝大部分厂商销量基本都已经锁定,因此按照上月结构占比结合本月数据,测算11月的全国新能源乘 用车批发销量为172万辆。 综上,根据月度初步乘联数据综合预估:11月1-30日,全国乘用车厂商新能源批发172万辆,同比增长 20%,环比增长7%。今年以来累计批发1,378万辆,同比增长29%。 注:乘联快报数据为初稿,与厂商终稿数据可能有差异,请不要与历史终稿数据直接对比,以防误导。 11月乘用车主力厂商新能源批 ...
【乘联分会论坛】2025年10月乘用车区域市场流向分析
乘联分会· 2025-12-01 08:39
点 击 蓝 字 关 注 我 们 本文全文共 1890 字,阅读全文约需 6 分钟 随着经济的发展内需和出口多元化改变了区域车市的结构。在国家"两新"政策促进乘用车内需消费的良 好环境下,2025年全国乘用车市场零售同比增长7%,呈现2-10月国内车市强势增长的良好特征。1、"北强南 弱"特征明显。从过去几年各地车市的发展状态来看,"北强南弱"格局持续,虽然北方车市2025年10月较上年 同期的份额下降0.2个百分点,但2025年较2022年的北方份额增5.6个百分点;2、补贴政策鼓励中低端,经济型 车回暖,体现了政策的公平。随着"双新"补贴的推动,华北、东北地区的A00级车表现优秀,大部分地区的A0 级电动车也呈现较强增长态势,政策补贴让经济型电动车受益最大是政策公平性的核心体现,补贴鼓励小微型 电动车发展的普及意义重大;3、新能源实现在北方的跟进性加速普及,纯电动车型在北方省份的提升较快, 插混近期走势偏弱;4、10月C级车型走势较强,大空间的大三排车型表现较强,北京、上海、广东的大型 SUV等表现较强。 由于部分企业零售难以拆分到地区,因此区域总量和总体零售稍有差异。近几年车市增长特征是"北强南 弱"的新 ...
【快讯】每日快讯(2025年12月1日)
乘联分会· 2025-12-01 08:39
点 击 蓝 字 关 注 我 们 本文全文共 3600 字,阅读全文约需 12 分钟 目录 国内新闻 1.国家统计局:11月份制造业PMI为49.2% 2.动力电池回收标准稳链经验交流座谈会在福建宁德召开 3.理想汽车进入俄罗斯市场 4.小米汽车:11月新增17家门店 5.腾势落子巴西 以腾飞之势开启全球化新篇章 6.乐道汽车换电覆盖超2200座换电站 7.零跑中凌新能源武义电芯基地开工 8.芜湖与宁德时代合作签约 支持将奇瑞建设为世界一流企业 国外新闻 1.德国总理呼吁欧盟2035年后继续销售燃油车 2.日本将额外投入20亿美元 用于人工智能和半导体领域 3.现代起亚将投资1.2万亿韩元建设首个专用电池研发设施 4.丰田欧洲公司将推出智能电动汽车充电服务 商用车 3. 安凯客车纯电动客车亮相2025海南省道路运输年会 4. 一汽解放四川分公司年度第2万辆整车下线 国内新闻 1 国家统计局:11月份制造业PMI为49.2% 时间:2025.12.1 来源:中国汽车报网 11月30日,国家统计局发布数据显示,11月份,制造业采购经理指数(PMI)为49.2%,比上月上升0.2个 百分点,景气水平有所改善。从企业规 ...
【行业政策】一周要闻回顾(2025年11月24日-11月30日)
乘联分会· 2025-12-01 08:39
| 关于印发2025年度领航级智能工厂培育名单的通知 | | --- | | 标 题: 2025年度领航级智能工厂培育名单 | | | --- | --- | | 发文字号:工信厅联通装函〔2025〕486号 | | | 成文日期:2025-11-24 | 发布日期:2025-11-27 | | 发布机构:工业和信息化部 | 分 类:装备工业管理 | 点 击 蓝 字 关 注 我 们 本文全文共 1829 字,阅读全文约 6 分钟 《2025年度领航级智能工厂培育名单》中共有15家企业的项目。其中汽车行业企业有:潍柴动力股份有 限公司的基于数智精益模式的高端发动机智能工厂项目;上汽通用五菱汽车股份有限公司的基于工艺解耦和产 线重构的汽车岛式智能工厂项目。 11月24日,工业和信息化部等六部委办公厅(综合司)发布《关于印发2025年度领航级智能工厂培育名 单的通知》。 通知称,为贯彻落实《制造业数字化转型行动方案》,按照《"十四五"智能制造发展规划》任务部署, 打造智能制造"升级版",经省级有关部门推荐、专家评审、现场核查、网上公示等程序,现将2025年度领航级 智能工厂培育名单印发给你们,请加强指导和服务,鼓励 ...
【联合发布】新能源商用车周报(2025年11月第4周)
乘联分会· 2025-12-01 08:39
Core Insights - The article discusses the growth and developments in the new energy commercial vehicle sector, highlighting significant sales increases and new product launches in the market [5][17][29]. Policy and Regulations - The Ministry of Industry and Information Technology (MIIT) is promoting the establishment of national emerging industry development demonstration bases, aiming to create around 100 park-type and 1,000 enterprise-type bases by 2035, focusing on new technologies and industries such as new energy and intelligent connected vehicles [10][11][14]. Market Insights - In the first ten months of 2025, sales of Changan's new energy VANs increased by 72.9%, with the medium VAN segment accounting for over 60% of total sales [17][18]. - The large VAN market saw a remarkable growth of 344.5% for the Kai Cheng V919 model during the same period, with the model's new version launched in November [23]. - The small VAN market also experienced significant growth, with the Rui Xing EM80Ⅱ and EM60Ⅱ models increasing by 127.6% and 416.3%, respectively [27][28]. Company Monitoring - Changan Automobile is advancing its "Three Major Plans" to enhance its core competitiveness in the new energy sector, with a commitment to invest 100 billion yuan in new energy projects by 2025 [29]. - Chery Commercial Vehicle launched the Zero Meter Light Truck, targeting urban distribution needs with advanced energy efficiency features [33]. - Foton Motor introduced the Aoling Zhi Lan EL cold region version, addressing winter operational challenges for electric light trucks [38]. - GAC's Lingcheng T9 new energy heavy truck was launched, featuring a fully self-developed three-electric system [40].
【联合发布】2025年10月乘用车智能化指数为35.9
乘联分会· 2025-11-28 08:42
点 击 蓝 字 关 注 我 们 本文全文共 2318 字,阅读全文约需 7 分钟 目前,乘用车智能化指数有三个分项指数,分别为 智能座舱指数、智能驾驶指数 和 舱外智能指数 。 2025年10月,智能座舱指数38.2,环比下降了0.3个单位,出现小幅回调。 2025年10月,智能驾驶指数39.6,环比下降了0.5个单位,增长趋势放缓。 2025年10月,舱外智能指数19.4,环比增长了0.9个单位,整体保持增长趋势。 中国汽车流通协会乘用车市场信息联席分会(简称乘联分会)联合上海安路勤企业管理咨询有限公司(简称 安路勤)联合发布的乘用车智能化指数,旨在定期监控国产乘用车市场的智能化发展进程,并通过历史数据比 对,判断未来发展趋势。 2025年10月乘用车智能化指数为35.9。其中智能座舱指数为38.2;智能驾驶指数为39.6;舱外智能指数为 19.4。 通过追溯2025年1月起的乘用车智能化指数数据,可以清晰观察10个月以来的乘用车智能化指数走势变 化。 2025年10月全国乘用车市场零售销量为225.0万辆,同比下降0.5%,环比增长0.3%,其中新能源车市场零 售128.2万辆,同比增长7.3%,环比下降 ...
【快讯】每日快讯(2025年11月28日)
乘联分会· 2025-11-28 08:42
Domestic News - The Ministry of Commerce will promote automotive circulation consumption reform trials to expand automotive consumption across the entire chain, including used car circulation and automotive aftermarket services such as modifications and rentals [7] - As of the end of October this year, the total number of electric vehicle charging infrastructure (guns) in China reached 18.645 million, a year-on-year increase of 54.0% [8] - Chongqing aims to integrate "AI + intelligent driving" as a key component of its automotive industry development, enhancing policy support and resource integration for advanced autonomous driving technology [9] - Hefei has launched a new round of consumption vouchers, offering a maximum subsidy of 10,000 yuan for individuals purchasing new vehicles that meet the National VI emission standards [10] - Seres has successfully completed the industry's first "vehicle-police-medical" linkage technology verification, enhancing emergency rescue efficiency through real-time accident information sharing [12] - Avita Technology has submitted a listing application to the Hong Kong Stock Exchange, reporting a revenue of 12.208 billion yuan for the first half of 2025, a year-on-year increase of 98.5% [13] - Changan Automobile's indirect controlling shareholder has completed a business change registration, with no impact on the company's operations [14] - Leap Motor announced a sales target of 1 million units for 2026, becoming the first new force car company in China to set such an ambitious annual sales goal [15] International News - In October, UK automotive production fell by 23.8% year-on-year, largely due to a cyberattack on Jaguar Land Rover [16] - South Korea plans to commercialize fully autonomous vehicles by 2027, establishing a demonstration city for over 100 autonomous vehicles and easing regulatory restrictions [18] - Environmental organizations are urging the EU to reject car manufacturers' requests to allow the use of biofuels post-2035, citing supply shortages and inadequate carbon neutrality [19] - Russia's largest car manufacturer, Avtovaz, plans to return to a five-day workweek starting January 1, 2026, as production prospects improve [20] Commercial Vehicles - GAC's Lingcheng won the "Annual New Energy Tractor" award, highlighting its strong performance and energy efficiency in the new energy commercial vehicle market [21] - Beijing Heavy Truck has celebrated the production of its 20,000th vehicle, marking a significant milestone and indicating strong market recognition [22] - Shanxi Province has adjusted its subsidy policy for the scrapping and updating of old operating trucks, implementing a new registration and lottery system for subsidies [23] - ZF's new hybrid transmission has completed real vehicle testing, showing significant emissions reduction and lower total cost of ownership while meeting modern fleet operational needs [24]
【联合发布】一周新车快讯(2025年11月22日-11月28日)
乘联分会· 2025-11-28 08:42
Core Insights - The article provides an overview of new vehicle launches scheduled for November 2025, highlighting various manufacturers and their respective models, specifications, and market segments. Group 1: Manufacturer Launches - Changan Lincoln is set to launch the Navigator on November 21, 2025, positioned as a B SUV with a starting MSRP of 326,800 CNY [2][6]. - GAC Aion will introduce the Wu Bo SSR on November 22, 2025, classified as a COUPE with a starting MSRP of 1,486,000 CNY [2][14]. - Chery Automobile will release the Jetour Traveler on November 25, 2025, categorized as an A SUV with a starting MSRP of 191,900 CNY [2][22]. - Beijing Benz will launch the Mercedes EQE on November 26, 2025, in the C NB segment with an MSRP range of 478,000 to 627,000 CNY [2][30]. - FAW-Volkswagen will debut the Volkswagen Magotan on November 26, 2025, in the B NB segment with an MSRP range of 179,900 to 246,900 CNY [2][35]. - Leap Motor will introduce the Lafa5 on November 27, 2025, classified as an A HB with an MSRP range of 97,800 to 121,800 CNY [2][44]. - Geely Automobile will launch the Geely Haoyue L on November 27, 2025, positioned as a B SUV with an MSRP range of 99,900 to 129,900 CNY [2][52]. Group 2: Vehicle Specifications - The Changan Lincoln Navigator features a 2.0T engine, 8AT transmission, and dimensions of 4,908mm x 1,952mm x 1,717mm with a wheelbase of 2,900mm [6]. - The GAC Aion Wu Bo SSR is equipped with a pure electric engine, EVT transmission, and dimensions of 4,556mm x 1,988mm x 1,230mm with a wheelbase of 2,650mm, offering a range of 506 km [14]. - The Chery Jetour Traveler has a 2.0T engine, DCT7 transmission, and dimensions of 4,795mm x 2,006mm x 1,880mm with a wheelbase of 2,800mm [22]. - The Mercedes EQE features a pure electric engine, EVT transmission, and dimensions of 4,969mm x 1,906mm x 1,514mm with a wheelbase of 3,120mm, providing a range of 681 km [30]. - The Volkswagen Magotan offers a 1.5T engine and 2.0T engine options with DCT7 transmission, dimensions of 4,990mm x 1,854mm x 1,487mm, and a wheelbase of 2,871mm [35]. - The Leap Motor Lafa5 is powered by a pure electric engine with EVT transmission, dimensions of 4,430mm x 1,880mm x 1,520mm, and a wheelbase of 2,735mm, with ranges of 515 km and 605 km [44]. - The Geely Haoyue L features 1.5T and 2.0T engine options with DCT7 transmission, dimensions of 4,865mm x 1,910mm x 1,770mm, and a wheelbase of 2,825mm [52].
【联合发布】2025年10月价格/优惠指数走势报告
乘联分会· 2025-11-28 08:42
Core Insights - The overall market price index for October 2025 shows a decline of 5.32, with an average transaction price of 150,100 [4] - The car market continues to experience price reductions, with sedans down by 5.64%, SUVs by 0.23%, and MPVs by 3.03% [4][5] - The overall discount index for the market decreased by 0.78, with an average discount of 26,500 [4] Group 1: Overall Market Trends - The overall market transaction price decreased by 4,187 yuan from the previous month, a 2.71% decline [4] - The sedan market transaction price fell by 7,014 yuan, a 5.64% decrease [5] - The average discount in the sedan market decreased by 670 yuan, a 2.37% reduction [6] Group 2: Segment Analysis - In the SUV market, the transaction price decreased by 407 yuan, a 0.23% decline, while the average discount decreased by 118 yuan [7][9] - The MPV market saw a transaction price drop of 8,502 yuan, a 3.03% decline, with discounts reducing by 3,021 yuan [8][9] - The top-selling MPV model surpassed GL8, indicating a shift in market leadership [8] Group 3: New Energy Vehicle Market - The overall price index for the new energy vehicle market decreased by 6.66, with an average transaction price of 152,100 [9] - The new energy sedan market transaction price fell by 7,930 yuan, a 7.35% decline, with discounts decreasing by 410 yuan [12] - The new energy SUV market saw a price increase of 3,882 yuan, a 2.02% rise, while discounts increased by 396 yuan [10][12] Group 4: Price and Discount Trends - The average discount in the new energy market decreased by 147 yuan, a 1.48% reduction [9] - The MPV segment in the new energy market experienced a significant discount reduction of 3,374 yuan, a 20.18% decline [15] - The market for new energy MPVs remains strong, with over 50% of sales in the 300,000 to 400,000 yuan price range [12]