Domestic News - The Ministry of Industry and Information Technology (MIIT) has opened an online feedback window for small and medium-sized enterprises regarding the payment cycle commitments of key automotive companies, addressing issues such as payment delays beyond the agreed 60 days and unreasonable payment terms [3] - MIIT is soliciting opinions on the safety requirements for fuel cell electric vehicles as part of the revision of national standards, including four mandatory national standards [4][5] - Zeekr has launched a luxury hybrid architecture called Haohan-S, featuring a 900V high-voltage system and a 70-degree 6C hybrid battery with a pure electric range of 380 kilometers [6] - BYD has achieved L4-level intelligent parking capabilities and is providing full liability coverage for accidents caused by its "Heavenly Eye" intelligent driving assistance system during parking [7] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, marking its entry into the African market, with plans to expand into Europe by 2026 [8] - Chery Automobile plans to launch two new SUV models in the UK, optimizing them for the local market [9] - Honeycomb Energy has been designated for the smart battery project, supplying lithium iron phosphate short-blade batteries to both domestic and international markets [11] - NIO has completed its plan for 1,000 highway battery swap stations, connecting 550 cities across China [12] International News - The European Union is investing €852 million (approximately 7.16 billion yuan) to promote the development of electric vehicle batteries, as part of a broader initiative to transition to a competitive and resilient industrial base [13] - Pakistan aims to achieve a 30% penetration rate for electric vehicles in total car sales by 2030, as outlined in its National Electric Vehicle Policy [14] - Stellantis has launched a battery swap service for its Fiat 500 fleet in Madrid, in collaboration with Ample, providing a quick alternative to charging [15] - Waymo has introduced a new service allowing teenagers aged 14 to 17 to ride in its autonomous taxis, starting in Phoenix [16] Commercial Vehicles - Four departments in China are promoting the construction of high-power charging facilities for public transport, logistics, and heavy-duty freight [18] - Major online freight platforms have signed a self-regulatory convention to protect the rights of truck drivers, focusing on issues like timely payment and fair pricing [19] - Chongqing is drafting policies to support the development of intelligent connected new energy commercial vehicles, offering financial incentives up to 20 million yuan for compliant companies [20][21] - Qingling Motors has launched the Lingkun electric truck in Qingdao, targeting urban delivery needs [22]

Group 1: Market Overview - From July 1-6, the national retail sales of passenger cars reached 238,000 units, a year-on-year increase of 1%, but a decrease of 6% compared to the previous month. Cumulative retail sales for the year reached 11.14 million units, up 11% year-on-year [1][3] - In the same period, wholesale sales of passenger cars were 233,000 units, showing a year-on-year increase of 39% and no change from the previous month. Cumulative wholesale sales for the year reached 13.51 million units, up 13% year-on-year [1][5] - The retail penetration rate for new energy vehicles (NEVs) was 56.7%, with retail sales of 135,000 units, a year-on-year increase of 21% but a decrease of 11% from the previous month. Cumulative retail sales of NEVs reached 6.58 million units, up 37% year-on-year [1][3] Group 2: Market Trends and Predictions - The domestic economic situation has improved, particularly in exports, stabilizing domestic demand. July is expected to be a month of adjustment in the car market, with a structural differentiation in growth [3][4] - The trend of "old-for-new" vehicle replacement is anticipated to strengthen in the second half of the year, with recommendations for local governments to improve budget planning for subsidies [4][6] - The automotive industry is increasingly driven by both domestic and international demand, with a notable improvement in industry order and a strong start to production and sales in July [5][6] Group 3: Pricing Analysis - The number of models with price reductions has significantly decreased in 2025, with only 14 models in June compared to higher numbers in earlier months. The average price reduction for new energy vehicles was 12% in the first half of 2025 [8][9] - The average price reduction for conventional fuel vehicles was 8.9% in the first half of 2025, indicating a trend of stabilizing prices in the market [9][10] Group 4: Used Car Market Insights - The used car market in China is experiencing growth, with a transaction volume of 7.91 million units in the first five months of 2025, up 0.6% year-on-year, although transaction value decreased by 2.1% [9][10] - The potential for the used car market is significant, especially with the development of new energy vehicles, which provide consumers with lower-cost options for car ownership [10]

Group 1: Service Trade Growth - In the first five months of 2025, China's service trade grew steadily, with a total import and export value of 32,543.6 billion yuan, an increase of 7.7% year-on-year [4] - Service exports reached 14,033.7 billion yuan, growing by 15.1%, while imports were 18,509.9 billion yuan, increasing by 2.7% [4] - The service trade deficit was 4,476.2 billion yuan, a decrease of 1,352.2 billion yuan compared to the same period last year [4] Group 2: Knowledge-Intensive Services - Knowledge-intensive service trade maintained growth, with imports and exports totaling 12,492.7 billion yuan, up by 5.0% [4] - Major contributors included other business services and telecommunications, computer, and information services, with respective trade values of 5,384.1 billion yuan and 4,400.6 billion yuan, growing at 3.2% and 10.7% [4] - Knowledge-intensive service exports were 7,196.5 billion yuan, increasing by 6.6%, while imports were 5,296.2 billion yuan, up by 2.9%, resulting in a surplus of 1,900.3 billion yuan, an increase of 293 billion yuan year-on-year [4] Group 3: Travel Services - Travel services experienced the fastest growth, with total imports and exports reaching 9,200.5 billion yuan, a growth of 12.2%, making it the largest sector in service trade [5] - Travel service exports surged by 74.2%, while imports grew by 5.3% [5]

Core Viewpoint - The domestic narrow passenger car market in China experienced significant growth in June 2025, with retail sales reaching 2.085 million units, marking an 18.2% year-on-year increase and a 7.6% month-on-month increase. Cumulative sales for the first half of 2025 reached 10.902 million units, up 10.8% year-on-year [1][3]. Sales Performance - In June 2025, the penetration rate of new energy vehicles (NEVs) in domestic retail sales rose to 53.3%, driven by policies such as vehicle scrappage, trade-in programs, and exemption from purchase taxes for NEVs [3]. - The wholesale and retail sales of passenger cars in June 2025 reached historical highs for the month, indicating strong market demand [3]. Manufacturer Rankings - **June 2025 Wholesale Sales Rankings**: - BYD Auto led with 377,628 units sold, a 0.2% increase month-on-month and an 11.0% increase year-on-year, capturing a 15.2% market share [5]. - Geely Auto and Chery Auto followed with 234,580 and 224,830 units, respectively, with Geely showing a slight decrease of 0.3% month-on-month but a substantial 41.2% year-on-year increase [5]. - **First Half of 2025 Wholesale Sales Rankings**: - BYD Auto also topped the list with 2,113,271 units sold, reflecting a 31.5% year-on-year increase and a 15.9% market share [6]. - Geely Auto and Chery Auto maintained their positions with 1,407,724 and 1,213,888 units sold, respectively, with Geely showing a remarkable 47.3% year-on-year increase [6]. Retail Sales Rankings - **June 2025 Retail Sales Rankings**: - BYD Auto again led with 352,081 units sold, a 20.2% increase month-on-month and a 25.7% increase year-on-year, holding a 16.9% market share [7]. - Geely Auto and Volkswagen followed with 195,537 and 142,913 units, respectively, with Geely experiencing a 4.7% decrease month-on-month but a 49.6% increase year-on-year [7]. - **First Half of 2025 Retail Sales Rankings**: - BYD Auto continued to dominate with 1,610,042 units sold, a 16.0% year-on-year increase and a 14.8% market share [8]. - Geely Auto and Volkswagen also performed well with 1,225,673 and 743,543 units sold, respectively, with Geely showing a significant 61.5% year-on-year increase [8]. New Energy Vehicle Sales - **June 2025 NEV Wholesale Sales Rankings**: - BYD Auto led with 377,628 units, a 0.2% increase month-on-month and an 11.0% increase year-on-year, capturing a 30.4% market share [9]. - Geely Auto and Changan Auto followed with 122,367 and 87,458 units, respectively, with Geely showing an impressive 85.5% year-on-year increase [9]. - **June 2025 NEV Retail Sales Rankings**: - BYD Auto again topped the list with 352,081 units sold, a 20.2% increase month-on-month and a 25.7% increase year-on-year, holding a 31.7% market share [11]. - Geely Auto and Changan Auto followed with 114,798 and 76,346 units, respectively, with Geely experiencing an 80.7% year-on-year increase [11].

Domestic News - China has officially released the international standard ISO 34505:2025 for autonomous vehicle testing scenarios, which outlines evaluation processes and testing methods for autonomous driving systems [5] - By the end of 2027, China aims to have over 100,000 high-power charging facilities nationwide, focusing on scientific planning and construction based on local economic conditions and electric vehicle promotion [6][7] - The "Automotive Intelligent Driving Technology and Industry Development White Paper" has been jointly published, detailing the future development landscape of the intelligent driving industry, including technology evolution and safety systems [9] - The first automotive industry base in Tibet has commenced construction, covering an area of 42 acres with a modern assembly and production facility [10] - NIO's Firefly brand has partnered with HERE Technologies to enhance its electric vehicles' performance through improved mapping and location services [11] - Hong Kong University of Science and Technology and BYD have established a joint laboratory focusing on robotics and intelligent manufacturing [12] - Four-dimensional Map and BAIC New Energy have signed a contract to develop parking software for BAIC's vehicle models [13] - Shenzhou Car Rental has launched the world's first public autonomous car rental service based on Baidu's Apollo L4 autonomous driving platform [14] Foreign News - In June, India's passenger car retail sales reached 297,722 units, marking a year-on-year increase of 2.45%, while commercial vehicle sales grew by 6.6% [15] - Tesla has completed the construction of Project Oasis, a solar-powered supercharging station in California, which will be the largest of its kind globally upon full operation [17] - In June, Brazil's automotive market saw a slight decline in both production and sales, with vehicle sales dropping by 0.6% year-on-year [18] - Waymo, a subsidiary of Alphabet, is set to conduct autonomous driving tests in Philadelphia, deploying a small number of vehicles with safety personnel onboard [19] Commercial Vehicles - FAW Jiefang is accelerating its internationalization strategy by establishing wholly-owned subsidiaries in eight countries, with a total investment of 498 million RMB [20] - Four departments in China have issued a notice to enhance support for truck drivers injured during transport, including medical assistance and occupational injury insurance [21] - Suzhou King Long has unveiled its first European parts center in Luxembourg, marking a significant step in its international operations [22] - XCMG has become the first company in the engineering machinery industry to receive dual certification for compliance management systems, achieving both domestic and international standards [23]

Industry Information - CATL has commenced construction of a battery joint venture in Indonesia, with a total battery capacity expected to reach 15 GWh, sufficient to power 250,000 to 300,000 vehicles [8] - CATL's CTP 2.0 high-end battery pack production line has been launched at the Seres Super Factory, marking the first local production of battery systems for the AITO series models [8] - Anhui province has achieved a historic breakthrough in new energy vehicle production, with 613,300 units produced in the first five months of 2025, ranking first in the country [8] - Indonesia's President has expressed willingness to collaborate with Chinese partners to promote a comprehensive battery ecosystem project, aiming to make Indonesia the only Southeast Asian country capable of integrated battery production [9] - Gotion High-Tech reported a 71% year-on-year increase in global power battery installations, totaling 369.8 GWh from January to May 2025 [19] Policy Information - Shanghai is advancing a pilot program for the import of used key components for automotive R&D testing, aiming to enhance local automotive companies' R&D capabilities [22] - The Henan Provincial Automobile Association announced a subsidy of 3,000 yuan per vehicle for consumers purchasing new energy vehicles equipped with Huawei's HarmonyOS and Tuling platform [23] - Jinan has initiated its first round of automotive consumption subsidies for the second half of 2025, with a total subsidy amount of 12 million yuan [24] - Six ministries have issued a directive to promote the construction of charging and battery swapping facilities to support the development of new energy vehicles and power batteries [24] - The central government has implemented a set of national standards for electric vehicle battery swapping stations, effective from July 1, 2025, to facilitate the development of the battery swapping industry [27] Company Information - Ideal Auto has surpassed 15,000 supercharging piles and aims to achieve a layout of 4,000 supercharging stations by the end of 2025 [34] - Xiaomi Auto has opened 37 new stores in June, bringing the total to 335 across 92 cities, with plans to open 18 more in July [36] - Dongfeng Nissan's N7 electric sedan has exceeded 10,000 deliveries and has initiated its first OTA update [37] - Zhiji Auto has launched the industry's first tire blowout safety feature upgrade, enhancing vehicle stability during tire failures [39]

Market Overview - In May 2025, the national used car market saw a transaction volume of 1.6039 million units, a month-on-month decrease of 5.72% but a year-on-year increase of 1.22%, with a transaction value of 102.962 billion yuan [3] - From January to May 2025, the cumulative transaction volume reached 7.9126 million units, a year-on-year growth of 0.62%, with a cumulative transaction value of 516.399 billion yuan [3] Weekly Analysis - From June 16 to 22, 2025, the used car market continued to show signs of recovery, with an average daily transaction volume of 65,900 units, a month-on-month increase of 1.95% [5] - The estimated total transaction volume for June is approximately 1.57 million units, indicating a slight decline of 2.6% compared to the same period in May [5] Segment Market Changes - In May 2025, the transaction volume for basic passenger cars was 902,600 units, down 5.94% month-on-month and down 1.82% year-on-year [7] - The SUV segment saw 209,500 units traded, a month-on-month decrease of 7.12% and a year-on-year decrease of 0.23% [7][8] - The MPV segment recorded 104,300 units, with a month-on-month decrease of 5.77% but a year-on-year increase of 6.10% [8] Price Analysis - The average transaction price of used cars in May 2025 was 64,400 yuan, a decrease of 400 yuan from April and a decrease of 200 yuan year-on-year [25] - The largest market share was for vehicles priced below 30,000 yuan, accounting for 32.4% of transactions, although this was a decrease of 0.4 percentage points from the previous month [23] Regional Performance - In May 2025, all six major regions experienced varying degrees of decline in transaction volumes, with the Southwest and Northwest regions showing the most significant drops [27] - The East China region recorded a transaction volume of 458,000 units, down 5.34% month-on-month [27] New Energy Used Cars - In May 2025, the transaction volume of new energy used cars reached 121,000 units, a month-on-month increase of 2.7% and a year-on-year increase of 41.1% [31] - From January to May 2025, the cumulative transaction volume of new energy used cars was 545,300 units, a year-on-year increase of 29.7% [31] Flow Analysis - The used car transfer rate in May 2025 was 29.76%, a month-on-month decrease of 0.32 percentage points but a year-on-year increase of 1.06 percentage points [37] - The total transfer volume was 476,900 units, a month-on-month decrease of 6.72% but a year-on-year increase of 4.96% [37] Dealer Insights - The top five provinces by transfer rate in May 2025 were Beijing (35.20%), Hebei (32.75%), Guangdong (32.46%), Zhejiang (32.25%), and Shanghai (31.63%) [46] - Dealers showed a preference for "premium cars" that can quickly deplete inventory and "old cars" with stable prices [61]

New Car Transaction Situation - In May, new car transactions in Beijing reached 50,500 units, a month-on-month decrease of 5.32% and a year-on-year decrease of 10.53%. The month-on-month growth rate is 9.02 percentage points lower than the national average, and the year-on-year growth rate is 21.73 percentage points lower than the national average [3] - From January to May, a total of 235,000 new cars were traded in Beijing, a decrease of 7.39% compared to 253,700 units last year, with growth lower than the national average by 18.29 percentage points [3] Imported Car Sales Situation - In May, imported car transactions in Beijing totaled 2,518 units, showing a month-on-month increase of 1.1% but a year-on-year decrease of 19.35% [7] - Cumulatively, from January to May, 12,000 imported cars were traded, representing a year-on-year decline of 21.86% [7] New Energy Vehicle Sales Situation - In May, 29,800 new energy vehicles were sold in Beijing, with a month-on-month increase of 2.99% and a year-on-year increase of 0.55%, accounting for 59.03% of total new car transactions [16] - From January to May, a total of 127,300 new energy vehicles were traded, reflecting a year-on-year growth of 12.89% and accounting for 54.16% of total new car transactions [16] Used Car Transaction Situation - In May, the number of used car transactions in Beijing was 53,300, with a month-on-month decrease of 9.6% and a year-on-year decrease of 9.03%, resulting in a new-to-old car ratio of 1:1.06 [17] - From January to May, the total number of used car transactions was 259,900, down 3.24% year-on-year, with a new-to-old car ratio of 1:1.11 [17] Used Car Migration Rate - In May, the migration rate of used car transactions in Beijing was 35.20%, showing a month-on-month decrease of 0.74 percentage points and a year-on-year decrease of 1.33 percentage points [18]

Overall Market - June 2025 Production Analysis - In June 2025, the total production of passenger vehicles reached 2,441,000 units, marking a year-on-year increase of 13.3% and a month-on-month increase of 6.1% [3] - Cumulative production from January to June 2025 was 13,246,000 units, reflecting a year-on-year growth of 13.5% [3] Overall Market - June 2025 Retail and Wholesale Sales Analysis - Retail sales in June 2025 reached 2,084,000 units, up 18.1% year-on-year and 7.6% month-on-month, with cumulative retail sales for the year at 10,901,000 units, a 10.8% increase [12] - Wholesale sales in June 2025 hit 2,490,000 units, a 15.1% year-on-year increase and a 7.5% month-on-month increase, with cumulative wholesale sales for the year at 13,279,000 units, up 12.2% [18] New Energy Market - June 2025 Analysis - In June 2025, production of new energy vehicles (NEVs) reached 1,200,000 units, a 28.3% year-on-year increase [20] - Retail sales of NEVs in June 2025 were 1,111,000 units, up 29.7% year-on-year, with cumulative retail sales for the year at 5,468,000 units, a 33.3% increase [21] - NEV wholesale sales in June 2025 reached 1,241,000 units, reflecting a year-on-year growth of 27.0% [21] Market Characteristics in June 2025 - June 2025 saw record highs in retail, wholesale, and production for passenger vehicles, with exports also reaching historical highs [15] - The market experienced a significant increase in the penetration rate of NEVs, reaching 53.3% in June 2025 [24] - The share of domestic brands in the passenger vehicle market was 64.2%, with a year-on-year increase of 5.6% [16] Export Performance - In June 2025, total passenger vehicle exports reached 480,000 units, a year-on-year increase of 23.8% [17] - NEVs accounted for 41.1% of total exports, with a significant year-on-year increase [25] Inventory and Production Dynamics - Overall inventory in the passenger vehicle industry decreased by 150,000 units in June 2025, indicating a positive production and sales balance [19] - The production of passenger vehicles in June 2025 was 2,419,000 units, contributing to a healthy inventory turnover [17] Future Outlook - The market is expected to experience structural differentiation, with traditional fuel vehicle production facing challenges while NEVs continue to grow [30] - The implementation of "old-for-new" policies is anticipated to stimulate further demand in the automotive sector [32]

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