点 击 蓝 字 关 注 我 们 本文全文共 3884 字，阅读全文约需 13 分钟 2025年9月周度情况分析 一、2025年8月市场概况 2025年8月二手车市场月度交易趋势 2025年8月，全国二手车市场交易量170.74万辆，环比增长2.80%，同比增长9.02%，交易金额为 1065.17亿元 。 2025年1-8月，二手车累计交易量1293.84万辆，同比增长3.03%，与同期相比增加37.99万辆，累计 交易金额为8357.61亿元。 2025年 9 月 15-21 日，全国二手车市场交易活跃度持续释放，日均交易量达 6.81 万辆，环比上周增 长 0.3%，较 8 月同期增长 5.6 %。截至 9 月 21 日，全国二手车累计交易量达 121.6 万辆，较 8 月 同期增长 4.5%。预计 9 月全月交易规模将达 177 万辆，环比 8 月实现稳步增长 。 2025年8月，各级别轿车的整体销量来看，A级轿车依旧是最热销的车型，占比为50.5%，环比增长 1.6个百分点；其次是B级轿车占23.1%，环比下降0.5个百分点； C级轿车占8.6%，较上月增长0.4个 百分点。 A0级轿车占11.4%， ...

Sales Performance - In August, the total passenger car sales reached 1.985 million units, a year-on-year increase of 0.7% and a month-on-month increase of 7.7% [4] - The new energy vehicle (NEV) market saw sales of approximately 1.096 million units, a year-on-year increase of 8.3% and a month-on-month increase of 12.4%, significantly outperforming the overall market [4] - NEVs accounted for 55.2% of total passenger car sales in August, an increase of 2.2% from the previous month and up 3.9% year-on-year [4] New Energy Market Performance - In August, pure electric vehicle sales were approximately 704,000 units, a year-on-year increase of 20.6% and a month-on-month increase of 15.3% [9] - Plug-in hybrid sales were about 393,000 units, showing a year-on-year decline of 8.4% but a month-on-month increase of 7.5% [9] - Cumulative NEV sales reached 7.347 million units by 2025, with a cumulative year-on-year increase of 24.0% [9] Top Cities for NEV Sales - The top 10 cities accounted for 26.0% of NEV sales, an increase of 0.5% from the previous month [10] - The top three cities for NEV sales were Shanghai, Guangzhou, and Chengdu, with Tianjin replacing Ningbo in the top ten [10] - NEV penetration rates in the top 10 cities exceeded 50%, with Shenzhen leading at 65.2%, followed by Wuhan at 64.8% and Chongqing at 63.4% [10] Pure Electric Market Analysis - The top three segments in the pure electric market were B-SUV (17.0%), A0 class (16.8%), and A00 class (13.0%) [15] - The B-SUV and D-SUV market shares increased by 2.0% and 1.4% respectively, while the A-SUV market share decreased by 2.3% [15] - The C-SUV market share expanded from 3.0% to 6.6% year-on-year, with other segments showing relatively minor changes [15] User Ownership Analysis - In August, personal users accounted for 86.8% of the pure electric market, a year-on-year increase of 27.2%, while unit users accounted for 5.8%, a year-on-year decline of 5.4% [16] - Cumulatively, personal users made up 85.6% of the pure electric market, while unit users accounted for 6.3% [16] Industry Dynamics - Significant events in the NEV sector included the expansion of electronic and electrical architecture technology cooperation between XPeng Motors and Volkswagen Group [20] - GAC Group launched the "Star Source Range Extender" technology, marking its return to the range extender market after over a decade [22] - Geely released the industry's first AI cockpit, indicating a shift towards AI-driven automotive technology [24] Policy and Industry Trends - The State Council issued opinions on the implementation of "Artificial Intelligence +" actions, promoting the integration of AI across various sectors, including the automotive industry [25][29] - The focus on smart connected vehicles and intelligent manufacturing is expected to drive the transformation of the automotive industry towards greater intelligence and connectivity [29]

Overall Market Summary - In September 2025, the retail sales of passenger cars reached 2.241 million units, a year-on-year increase of 6.3% and a month-on-month increase of 11.0%. Cumulative retail sales for the year reached 17.005 million units, up 9.2% year-on-year [13][15][16] - The production of passenger cars in September was 2.838 million units, a year-on-year increase of 17.2% and a month-on-month increase of 15.7%. Cumulative production for the year was 20.78 million units, up 13.9% year-on-year [17][18] - The wholesale volume for September was 2.803 million units, marking a historical high for the month, with a year-on-year increase of 12.4% and a month-on-month increase of 13.0% [18] New Energy Market Summary - In September 2025, the production of new energy vehicles (NEVs) reached 1.501 million units, a year-on-year increase of 22.9% and a month-on-month increase of 17.5%. Cumulative production for the year was 10.376 million units, up 32.2% year-on-year [19] - The wholesale volume of NEVs in September was 1.500 million units, a year-on-year increase of 22.4% and a month-on-month increase of 15.9%. Cumulative wholesale for the year reached 10.444 million units, up 31.9% year-on-year [19] - The retail sales of NEVs in September were 1.296 million units, a year-on-year increase of 15.5% and a month-on-month increase of 16.2%. Cumulative retail for the year was 886.6 thousand units, up 24.4% year-on-year [19] Export Performance - In September, the export of passenger cars reached 528,000 units, a year-on-year increase of 20.7% and a month-on-month increase of 5.7%. Cumulative exports for the year were 3.999 million units, up 12.5% year-on-year [17] - NEVs accounted for 40.1% of total exports in September, a year-on-year increase of 15 percentage points. The export of NEVs reached 211,000 units, a year-on-year increase of 96.5% [24][17] Market Trends and Insights - The market is experiencing a shift towards stable pricing and reduced promotional activities, with 23 models seeing price cuts in September, compared to 36 last year [13][15] - The penetration rate of NEVs in the domestic market reached 57.8% in September, with a notable increase in the share of domestic brands [23][19] - The competitive landscape is evolving, with significant growth in domestic brands, particularly in the NEV segment, where brands like BYD and Geely are leading [27][26] Inventory and Production Dynamics - The overall industry inventory increased by 70,000 units in September, indicating a proactive approach by manufacturers to build inventory [19] - The production of luxury brands increased by 7% year-on-year, while domestic brands saw a 21% increase, reflecting strong demand [17][19] Future Outlook - The market is expected to maintain a "front low, middle high, back flat" trend, with a focus on new energy vehicles driving growth [15][29] - The upcoming months may see a more moderate growth rate due to seasonal factors and changes in consumer purchasing behavior [29][30]

为了便于大家进一步及时掌握全国乘用车市场产销动态，并了解行业政策、价格、二手车、新能源汽 车、商用车市场、上海汽车市场等情况，中国汽车流通协会乘用车市场信息联席分会秘书处现决定举行"2025 年10月乘用车市场分析发布会"，本次会议以 网上发布 的形式举行。 点 击 蓝 字 关 注 我 们 本文全文共 635 字，阅读全文约需 2 分钟 请大家关注微信订阅号：cpca2024和官网www.cpcaauto.com，届时报告将通过以上两种渠道发布。感谢各 位的支持！ 会议相关信息如下： 主办方： 中国汽车流通协会乘用车市场信息联席分会 协办方： 2025年10月13日（星期一）上午10:00 会议报告内容： 1）2025年9月份上海汽车市场上牌情况 ——上海市信息中心； 2） 关于2025年版《乘用车燃料消耗量评价方法及指标》标准的分析 ——中国汽车流通协会乘用车市场信息联席分会； 3） 关注2025泰达论坛 ——福蓝汽车； 4）2025年8月份新能源汽车行业月报 ——威尔森； 5）2025年9月轻型商用车市场预测研究报告 ——科瑞咨询； 6）2025年8月全国二手车市场深度分析 ——中国汽车流通协会； 7）2 ...

Core Viewpoint - The latest Vehicle Inventory Alert Index (VIA) for September 2025 indicates a slight increase in the inventory warning index, suggesting a decline in the automotive circulation industry's prosperity despite a seasonal demand boost during the "golden September" period [2][4]. Inventory Warning Index - The inventory warning index for September 2025 is reported at 54.5%, which is a year-on-year increase of 0.5 percentage points but a month-on-month decrease of 2.5 percentage points [2]. - The index remains above the threshold of 50%, indicating that the overall market demand is still relatively stable, although the industry's health is showing signs of decline [2][4]. Market Demand and Sales Performance - In September, various regions implemented changes to vehicle trade-in subsidy policies, which may suppress short-term demand [4]. - Despite these challenges, the back-to-school season and wedding-related purchases, along with promotional activities by dealers, have improved order conversion rates [4]. - Approximately 54.8% of dealers reported that new car sales did not meet their expectations, while 45.2% achieved or exceeded their targets [4]. Dealer Challenges - Dealers are facing multiple pressures, including a lack of customer traffic, ongoing price inversions, and declining profitability [4]. - The most common challenge reported is insufficient customer flow, with a decrease in natural foot traffic and low online lead conversion rates [4]. - Price inversions persist, partly due to unsold older models, which exacerbate cash flow issues for dealers [4]. Regional Index Overview - The national index stands at 54.5%, with regional variations: North at 55.2%, East at 52.7%, West at 49.3%, and South at 61.9% [6]. - The index for luxury and imported brands, joint ventures, and domestic brands has shown a month-on-month decline [7]. Future Market Expectations - The automotive market in October is expected to follow a "high opening and steady trend" due to seasonal patterns and ongoing subsidy policies [8]. - The upcoming National Day and Mid-Autumn Festival are anticipated to drive customer traffic and sales, supported by promotional activities from dealers [8]. - The China Automobile Circulation Association advises dealers to realistically assess market demand and enhance promotion of trade-in and scrapping policies to boost consumer confidence [8].

Market Overview - In September 2025, the retail sales of passenger cars in China reached 2.239 million units, a year-on-year increase of 6% and a month-on-month increase of 11%. Cumulatively, retail sales for the year reached 17.004 million units, up 9% year-on-year [1][4] - The wholesale volume of passenger cars in September 2025 was 2.770 million units, representing an 11% increase year-on-year and a 12% increase month-on-month. Year-to-date wholesale volume reached 20.812 million units, up 13% year-on-year [1][9] New Energy Vehicle (NEV) Market - Retail sales of new energy vehicles in September 2025 were 1.307 million units, a 16% increase year-on-year and a 17% increase month-on-month, with a penetration rate of 58.5%. Year-to-date retail sales reached 8.878 million units, up 24% year-on-year [1][4] - Wholesale volume of new energy vehicles was 1.489 million units in September 2025, a 21% increase year-on-year and a 15% increase month-on-month, with a penetration rate of 53.8%. Year-to-date wholesale volume reached 10.433 million units, up 32% year-on-year [1][9] Weekly Sales Trends - The average daily retail sales for the first week of September 2025 were 43,885 units, down 10% year-on-year and down 4% month-on-month [3] - The average daily retail sales for the fifth week of September 2025 surged to 155,000 units, a 43% increase year-on-year and a 48% increase month-on-month [4] Manufacturer Wholesale Trends - The average daily wholesale volume for manufacturers in the first week of September 2025 was 44,000 units, down 5% year-on-year but up 9% month-on-month [8] - The average daily wholesale volume for the fifth week of September 2025 reached 222,360 units, a 57% increase year-on-year and a 37% increase month-on-month [9] Industry Profitability - From January to August 2025, the automotive industry reported a profit margin of 4.5%, with total revenue of 680.49 billion yuan, an 8% year-on-year increase. However, profits decreased by 0.3% year-on-year to 30.35 billion yuan [12] - In August 2025, the automotive industry revenue was 88.56 billion yuan, a 7.5% increase year-on-year, but profits fell by 10% year-on-year to 2.98 billion yuan, indicating a decline in profitability [12] Global Market Share - In the first eight months of 2025, China accounted for 34% of the global automotive market, with 21.1 million units sold, a 12% increase year-on-year [13] - China held a dominant 68% share of the global new energy vehicle market in the same period, with significant growth in both pure electric and plug-in hybrid vehicles [14][16]

Domestic News - Shanghai has adjusted its vehicle scrapping and replacement subsidy policy, effective from October 13, 2025, to December 31, 2025, requiring public lottery for subsidy qualification [5] - Shenzhen supports fully autonomous vehicle testing in vehicles, aiming to enhance the smart connected vehicle industry by easing application processes and costs [6] - Jilin Province has implemented a new vehicle scrapping subsidy policy starting October 11, 2025, with a reservation qualification system and subsidies of 20,000 yuan for new energy vehicles and 15,000 yuan for fuel vehicles [7] - BYD has announced a patent for a naked-eye 3D imaging system, which can enhance visual space within vehicle cabins [8] - NIO Energy reported providing over 1.9 million charging services during the 2025 National Day holiday, with a significant increase in battery swap services [9] - Zhiji Auto has officially launched its IM5 and IM6 models in Singapore, marking a significant step in its global expansion [10] - Hongqi brand has debuted three new models in Mexico, officially entering the Latin American market [11] - CATL has repurchased shares worth 4.386 billion yuan and completed a financing round for its intelligent chassis technology, valued over 10 billion yuan [12][13] International News - The U.S. has seen a record increase in electric vehicle charging stations, with approximately 780 new public fast charging stations added in Q3 2025, marking a 19% growth in the first nine months [13] - South Korea's imported car sales surged by over 30% in September 2025, with Tesla leading the market [14] - Lyft and Tensor have announced a partnership to deploy hundreds of autonomous taxis in Europe and North America starting in 2027 [15] - Vingroup is seeking to raise $500 million for expanding its electric vehicle charging network [16] Commercial Vehicles - Shenzhen has launched a new electric heavy-duty truck charging station, capable of charging in 5 minutes for a 100 km range, enhancing logistics efficiency [17] - King Long has unveiled its new high-end bus series at the World Bus Expo in Brussels [18] - Scania has introduced its 8×4 cargo chassis in China, following the success of its 6×4 model [19] - Foton has launched its new Dajun EV, targeting the commercial market with competitive pricing and high load capacity [20]

点 击 蓝 字 关 注 我 们 本文全文共 2470 字，阅读全文约需 8 分钟 本月将有4款重磅新车上市，它们分别是 极氪 001、捷途纵横G700、smart精灵 #5 EHD 和 奔驰纯电CLA | No. 生产厂商 | 产品 | 级别 | 工改模 预上市时间 | 亮点 | 125 217 2017 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026 款极氪 001 在动力、续航、 | 智能驾驶等方面都有显著升级。在 | 吉利汽车 | 极氪 001 | 绝电 | 改款 | | | | | B Sedan | 2025/10/11 | 1 | 智能辅助驾驶领域,搭载了Thor-U | 芯片, 复力高达700TOPS | | | | | | 搭载华为乾鳥智驾 ADS 4. 拥有 | 个激光雷达、3个4D 毫米波雷达、 | | | | | | | | | 新车 | 2 | 音瑞气车 | 捷途从積 G700 | 梅电 | C SUV | 2025/10/19 | 11 个高清摄像头等 27 个感知元件, | 可实现全场景智 ...

点 击 蓝 字 关 注 我 们 本文全文共 831 字，阅读全文约需 2 分钟 9月新能源乘用车市场预判 2025年9月共有22个工作日，较去年同期工作日相同，生产销售时间相对充裕。由于2024年中秋节在9 月，2025年的中秋节在国庆假期中，因此今年9月市场的热度更高一些。 为引导行业健康发展，工信部联合多部门部署进一步规范新能源汽车产业竞争秩序工作，效果明显。近 几年车市"前低后高"的销量特征日益明显，在政策等助力下9月开始的年末车市走强特征显现。虽然今年9月开 局终端人气有所回落，但受益于以旧换新政策以及地方刺激政策的双重拉动，月中市场热度逐渐恢复平稳。分 能源类型来看，新能源人气走势优于8月底，而燃油车热度基本持平。成都车展前后迎来年内新一轮新产品密 集发布期，多款全新车型上市吸引消费者广泛关注，随着新车陆续开启交付，预计新品对市场贡献将逐步提 升，新能源市场再度进入高速增长阶段。 随着近期主力车企的电动化突破和部分爆款新品的推出，带动9月车市结构性高增长。9月的吉利汽车、 长安汽车、零跑汽车、东风汽车、小鹏汽车、长城汽车、蔚来汽车、上汽乘用车、极狐汽车、广汽丰田和长安 马自达等厂商新能源批发销量创出 ...

点 击 蓝 字 关 注 我 们 本文全文共 3869 字，阅读全文约需 13 分钟 目录 国内新闻 1.三部门调整2026-2027年减免车辆购置税新能源汽车产品技术要求 2.国庆中秋假期高速公路新能源汽车充电量超1.2亿度 3.蔚来将推出世界模型2.0版本 4.阿维塔完成向华为115亿元投资款支付 完成对引望10%股权投资 5.理想超充站突破3400座 覆盖全国269城 6.赛力斯子公司与火山引擎签署具身智能业务合作框架协议 7.阿维塔加入中央广播电视总台"品牌强国工程" 8.马士基与宁德时代达成全球战略合作 国外新闻 1.德国将推出30亿欧元的电动汽车激励方案 2.法拉利2026-2030年间将推出十余款新车 3.通用汽车发布新款雪佛兰Bolt 4.Lyft与Tensor就自动驾驶汽车合作 商用车 1. 欧航H系列长三角区域上市 2. 中通H12E-Plus、N12D纯电动客车隆重发布 3. 戴姆勒卡车公布3季度销量 4. 采埃孚传胜二代客车版变速箱首台交付 国内新闻 1 三部门调整2026-2027年减免车辆购置税新能源汽车产品技术要求 时间:2025.10.10 来源:财联社 10月9日，工信部等三部 ...