据中国汽车工业协会分析，7 月， 汽车出口环比下降、同比增长，乘用车和商用车出口环比下降、同比增 长 。 2025 年 7 月， 汽车出口 57.5 万辆，环比下降 2.8% ，同比增长 22.6% 。 2025 年 1-7 月， 汽车出口 368 万辆，同比增长 12.8% 。 2025 年 1-7 月， 乘用车出口 310.3 万辆，同比增长 13.3% 。 2025 年 7 月， 乘用车出口 49.9 万辆，环比下降 0.5% ，同比增长 25.2% 。 2025 年 7 月， 商用车出口 7.6 万辆，环比下降 16% ，同比增长 8% 。 2025 年 1-7 月， 商用车出口 57.7 万辆，同比增长 10.2% 。 2025 年 7 月， 传统燃料汽车出口 35 万辆，环比下降 9.6% ，同比下降 4.3% 。 2025 年 1-7 月， 传统燃料汽车出口 237.3 万辆，同比下降 7% 。 2025 年 1-7 月， 新能源汽车出口 130.8 万辆，同比增长 84.6% 。 本文摘自《中国汽车工业产销快讯》2025年第8期，内容有所精减，如需了解更多内容，请联系我们：高丽 莉 13020 ...

据中国汽车工业协会分析， 7 月，新能源汽车产销同比呈两位数增长，延续快速增长态势 。 2025 年 1-7 月， 新能源汽车产销分别完成 823.2 万辆和 822 万辆，同比分别增长 39.2% 和 38.5% 。 2025 年 1-7 月， 新能源汽车国内销量 691.3 万辆，同比增长 32.3% 。 2025 年 7 月， 新能源汽车产销分别完成 124.3 万辆和 126.2 万辆，同比分别增长 26.3% 和 27.4% 。 2025 年 7 月， 新能源汽车国内销量 103.7 万辆，环比下降 7.8% ，同比增长 16.9% 。 2025 年 1-7 月， 新能源汽车出口 130.8 万辆，同比增长 84.6% 。 本文摘自《中国汽车工业产销快讯》2025年第8期，内容有所精减，如需了解更多内容，请联系我们：高丽莉 13020028333、刘建荣 13521607432。 来源： 中汽协会行业信息部 2025 年 7 月， 新能源汽车出口 22.5 万辆，环比增长 10% ，同比增长 1.2 倍 。 ...

7月份国民经济保持稳中有进发展态势 一、工业生产较快增长，装备制造业和高技术制造业发展较好 7 月份，全国规模以上工业增加值同比增长 5.7% ，环比增长 0.38% 。分三大门类看， 采矿业增加值同比增长 5.0% ，制造业增长 6.2% ，电力、热力、燃气及水生产和供应业增 长 3.3% 。装备制造业增加值同比增长 8.4% ，高技术制造业增加值增长 9.3% ，分别快于 全部规模以上工业增加值 2.7 和 3.6 个百分点。分经济类型看，国有控股企业增加值同比增 长 5.4% ；股份制企业增长 6.5% ，外商及港澳台投资企业增长 2.8% ；私营企业增长 5.0% 。分产品看， 3D 打印设备、工业机器人、新能源汽车产品产量同比分别增长 24.2% 、 24.0% 、 17.1% 。 1-7 月份，全国规模以上工业增加值同比增长 6.3% 。 7 月份，制 造业采购经理指数为 49.3% ，企业生产经营活动预期指数为 52.6% 。 1-6 月份，全国规 模以上工业企业实现利润总额 34365 亿元，同比下降 1.8% 。 二、服务业较快增长，现代服务业增势良好 7 月份，全国服务业生产指数同比增长 ...

Core Viewpoint - The commercial vehicle market in China experienced a mixed performance in July 2025, with a significant month-on-month decline in production and sales, while year-on-year figures showed growth in both categories [1][3][5]. Summary by Sections Commercial Vehicle Performance - In July 2025, commercial vehicle production and sales reached 298,000 and 306,000 units respectively, reflecting a month-on-month decrease of 15.8% and 17.1%, but a year-on-year increase of 16.3% and 14.1% [3]. - From January to July 2025, commercial vehicle production and sales totaled 2.397 million and 2.428 million units, marking a year-on-year growth of 6% and 3.9% [5]. Bus Performance - In July 2025, bus production and sales were 44,000 and 42,000 units, showing a month-on-month decline of 12.3% and 21.2%, while year-on-year growth was recorded at 23.7% and 16.3% [4]. - From January to July 2025, bus production and sales reached 305,000 and 307,000 units, with year-on-year increases of 10.3% and 9.7% [6]. Truck Performance - In July 2025, truck production and sales were 254,000 and 264,000 units, with month-on-month declines of 16.3% and 16.4%, but year-on-year growth of 15.1% and 13.8% [8]. - From January to July 2025, truck production and sales totaled 2.092 million and 2.121 million units, reflecting year-on-year growth of 5.4% and 3.1% [8].

Core Viewpoint - The article discusses the draft notice from the State Administration for Market Regulation and the Ministry of Industry and Information Technology regarding the strengthening of recall management, production consistency supervision, and standardized publicity for intelligent connected new energy vehicles. Group 1: Safety and Monitoring Requirements - Companies are required to display safety prompts and usage instructions for combined driving assistance systems prominently in vehicle apps and user manuals to prevent drivers from misinterpreting these features as autonomous driving capabilities [2] - Companies must develop and implement driver monitoring, warning, and intervention functions that prioritize safety, ensuring timely alerts and control measures when drivers disengage from dynamic driving tasks [2][4] Group 2: Defect Monitoring and Reporting - Companies should enhance defect information monitoring for intelligent connected new energy vehicles to mitigate risks from cyberattacks and vulnerabilities, with the market regulator conducting investigations into safety incidents [4] - Companies are prohibited from disabling driver monitoring and warning functions through user actions or system logic, with special investigations into deficiencies in these areas [4] Group 3: Compliance and Information Disclosure - Companies must accurately report key information regarding combined driving assistance systems and energy storage devices in the vehicle qualification certificate system, and must not conduct OTA upgrades without proper filing [5] - Companies are required to provide truthful and comprehensive information about the automation levels, system capabilities, and boundaries of intelligent connected new energy vehicles to ensure consumers have a correct understanding [5] Group 4: Marketing and Advertising Regulations - Companies must not imply that combined driving assistance systems can be viewed as autonomous driving systems or exaggerate their capabilities, preventing driver misuse [7] - The market regulator will intensify supervision of advertising and promotional activities that mislead consumers regarding the capabilities of combined driving assistance systems, and will conduct joint investigations with the Ministry of Industry and Information Technology [7] Group 5: Incident Reporting and Accountability - Companies must promptly report safety incidents and collisions involving combined driving assistance systems, with the market regulator and relevant departments conducting thorough investigations into these reports [7]

Core Viewpoint - The article highlights the positive impact of the vehicle trade-in policy and the continuous launch of new models, contributing to stable growth in the passenger car market in July 2025, with year-on-year sales increases. Group 1: Production and Sales Data - In July 2025, passenger car production and sales reached 2.293 million and 2.287 million units respectively, showing a month-on-month decline of 6% and 9.8%, but a year-on-year increase of 13% and 14.7% [3] - From January to July 2025, passenger car production and sales totaled 15.838 million and 15.841 million units, reflecting year-on-year growth of 13.8% and 13.4% [3][10] - In July 2025, among major passenger car types, the production of crossover vehicles saw rapid growth while sales slightly declined; all four major types of passenger cars experienced varying degrees of year-on-year growth, with crossover vehicles showing the most significant increase [6] Group 2: Export Data - In July 2025, passenger car exports totaled 499,000 units, representing a month-on-month decrease of 0.5% but a year-on-year increase of 25.2% [7] - From January to July 2025, passenger car exports reached 3.103 million units, marking a year-on-year growth of 13.3% [8] Group 3: Domestic Sales Data - In July 2025, domestic sales of passenger cars amounted to 1.788 million units, showing a month-on-month decline of 12.1% but a year-on-year increase of 12.1% [9] - From January to July 2025, domestic sales of passenger cars totaled 12.738 million units, reflecting a year-on-year growth of 13.4% [10]

Core Viewpoint - The article discusses the new personal consumption loan interest subsidy policy introduced by the Chinese government, aimed at stimulating consumer spending by providing financial support for various types of consumer loans [1][2]. Summary by Sections Application Conditions - Residents must demonstrate genuine consumption behavior to qualify for the personal consumption loan interest subsidy. The subsidy applies to both small daily expenses and larger purchases such as vehicles, home renovations, and appliances. Services like travel, healthcare, and education are also included. Each individual can receive a maximum subsidy of 500 yuan per loan, with multiple loans eligible for cumulative benefits [1]. Subsidy Rules - For single loans under 50,000 yuan, the subsidy is calculated based on the actual amount borrowed. Cumulatively, a maximum of 1,000 yuan can be received from the same lending institution. For loans exceeding 50,000 yuan, the subsidy is capped at 5,000 yuan, with a total maximum of 3,000 yuan when combined with smaller loans [2]. Specific Processing Procedures - Borrowers must authorize the lending institution to access transaction information related to their loan accounts when applying for personal consumption loans. Existing loan agreements can be supplemented to grant this authorization. The lending institution will calculate the subsidy based on actual consumption and apply it directly to the interest payments, allowing borrowers to receive updates via SMS or mobile apps without additional steps [3]. Example Scenario - A consumer taking a personal consumption loan of 200,000 yuan for home renovation at an interest rate of 3% would typically pay 6,000 yuan in interest annually. With a 1% subsidy, the interest payment could be reduced by 2,000 yuan, resulting in a one-third reduction in interest costs. The administrative burden is minimized for borrowers, as the lending institutions and local governments handle the subsidy calculations and applications [4][5].

Core Viewpoint - In July 2025, the national industrial producer price index showed a month-on-month decline in both the producer's ex-factory prices and the purchasing prices, indicating a continued downward trend in industrial prices [1][3]. Group 1: Year-on-Year Changes in Industrial Producer Prices - In July, the ex-factory prices of industrial producers decreased by 3.6% year-on-year, while the purchasing prices fell by 4.5% [1][3]. - The average decline from January to July for ex-factory prices was 2.9%, and for purchasing prices, it was 3.2% [1][3]. - The prices of production materials dropped by 4.3%, significantly impacting the overall ex-factory price level [3][7]. Group 2: Month-on-Month Changes in Industrial Producer Prices - In July, the ex-factory prices of industrial producers decreased by 0.2% month-on-month, with production materials contributing to a decline of approximately 0.17 percentage points [6][7]. - The purchasing prices of industrial producers fell by 0.3% month-on-month, with notable declines in fuel and power prices by 0.6% and black metal materials by 0.7% [6][7]. Group 3: Breakdown of Price Changes by Category - In the ex-factory price category, the mining industry saw a significant decline of 14.0% year-on-year, while the processing industry experienced a decrease of 3.1% [3][7]. - For purchasing prices, fuel and power prices decreased by 10.8%, and black metal materials dropped by 8.0% [5][7]. - The prices of durable consumer goods fell by 3.5%, while general daily goods saw a slight increase of 0.6% [3][7].

Core Viewpoint - The automotive market in July 2025 experienced a seasonal decline in production and sales, but year-on-year growth was observed, particularly in the new energy vehicle sector, which continued its rapid growth trend [1][3][6]. Production and Sales Overview - In July 2025, total automotive production and sales reached 2.591 million units and 2.593 million units, respectively, representing a month-on-month decrease of 7.3% and 10.7%, but a year-on-year increase of 13.3% and 14.7% [3]. - Passenger vehicle production and sales in July 2025 were 2.293 million units and 2.287 million units, with month-on-month declines of 6% and 9.8%, and year-on-year increases of 13% and 14.7% [4]. - From January to July 2025, passenger vehicle production and sales totaled 15.838 million units and 15.841 million units, reflecting year-on-year growth of 13.8% and 13.4% [5]. - Total automotive production and sales from January to July 2025 were 18.235 million units and 18.269 million units, showing year-on-year growth of 12.7% and 12% [6]. New Energy Vehicles - In the first seven months of 2025, new energy vehicle production and sales reached 8.232 million units and 8.220 million units, with year-on-year growth of 39.2% and 38.5% [7]. - In July 2025, new energy vehicle production and sales were 1.243 million units and 1.262 million units, marking year-on-year increases of 26.3% and 27.4% [9]. Commercial Vehicles - In July 2025, commercial vehicle production and sales were 298,000 units and 306,000 units, with month-on-month declines of 15.8% and 17.1%, but year-on-year growth of 16.3% and 14.1% [8]. - From January to July 2025, commercial vehicle production and sales totaled 2.397 million units and 2.428 million units, reflecting year-on-year growth of 6% and 3.9% [9]. Domestic and Export Sales - In the first seven months of 2025, domestic automotive sales reached 14.588 million units, showing a year-on-year increase of 11.8% [10]. - In July 2025, domestic automotive sales were 2.018 million units, with a month-on-month decline of 12.7% but a year-on-year increase of 12.6% [12]. - Automotive exports in July 2025 totaled 575,000 units, representing a month-on-month decrease of 2.8% but a year-on-year increase of 22.6% [13].

Core Viewpoint - In July 2025, the national consumer price index (CPI) remained unchanged year-on-year, with urban prices stable and rural prices decreasing by 0.3% [1]. Price Changes Year-on-Year - In July, the prices of food, tobacco, and alcohol decreased by 0.8%, contributing to a 0.21 percentage point decline in CPI. Key food items saw significant price drops: egg prices fell by 11.2%, fresh vegetable prices decreased by 7.6%, and pork prices dropped by 9.5% [4]. - Other categories showed mixed results, with prices for other goods and services, clothing, and household items increasing by 8.0%, 1.7%, and 1.2% respectively. Education, culture, and entertainment prices rose by 0.9%, while transportation and communication prices fell by 3.1% [4]. Price Changes Month-on-Month - In July, food, tobacco, and alcohol prices decreased by 0.1%, leading to a 0.04 percentage point decline in CPI. Fresh fruit prices fell by 3.4%, while fresh vegetable prices increased by 1.3% [6]. - Other categories experienced price increases, with transportation and communication, education, culture, and other goods and services rising by 1.5%, 1.3%, and 0.9% respectively. Household items and medical care also saw increases, while clothing prices decreased by 0.3% [6]. Summary of Price Changes - The overall CPI for July showed a month-on-month increase of 0.4%, with urban prices also rising by 0.4% and rural prices by 0.3%. Year-to-date, the CPI has decreased by 0.1% compared to the previous year [8]. - Food prices decreased by 1.6% year-on-year, while non-food prices increased by 0.3%. Service prices rose by 0.5% [8].