【深度分析】2024年10月份全国乘用车市场深度分析报告

Overall Market - In October 2024, the production of passenger cars (sedans, MPVs, SUVs) reached 2,648,465 units, with wholesale sales at 2,731,826 units, exports at 441,386 units, and retail sales at 2,261,158 units [2] - The cumulative production of passenger cars from January to October 2024 was 20,885,208 units, with wholesale sales at 21,173,660 units, exports at 3,991,169 units, and retail sales at 17,833,052 units [3] - The SUV segment showed strong growth, with a 11.5% increase in production and a 15.6% increase in wholesale sales in October 2024 [2] Vehicle Category Segmentation - SUVs dominated the market with a 50.1% share of total retail sales in October 2024, followed by sedans at 45.7% and MPVs at 4.2% [6] - The SUV segment also led in cumulative retail sales from January to October 2024, accounting for 49.1% of the market, while sedans held a 46.1% share [6] - The SUV B segment was the largest within the SUV category, contributing 18.7% to the total market in October 2024 [8] Country Segmentation - Domestic brands (自主) continued to gain market share, accounting for 65.8% of total retail sales in October 2024, up from 41.2% in 2021 [10] - Japanese brands saw a decline, with their market share dropping to 15.8% in October 2024 from 22.6% in 2021 [10] - German brands maintained a stable presence, holding a 15.8% market share in October 2024 [10] Brand Positioning Segmentation - Domestic brands dominated the market with a 65.8% share of total retail sales in October 2024, while mainstream joint ventures accounted for 25.3% and luxury brands held 9.0% [16] - The luxury segment experienced a slight decline, with retail sales decreasing by 6.7% year-on-year in October 2024 [17] - Domestic SUVs were the most popular, contributing 33.7% to the total market in October 2024 [17] Price Positioning Segmentation - Vehicles priced below 300,000 yuan accounted for 86.8% of total retail sales in October 2024, while those priced above 300,000 yuan held a 13.2% share [46] - The SUV segment in the above 300,000 yuan price range showed strong growth, with a 15.5% increase in retail sales in October 2024 [46] - Sedans priced below 300,000 yuan remained the largest segment, contributing 44.4% to the total market in October 2024 [46]