上半年我国汽车产销量均超1500万辆：中国品牌乘用车销量占比68.5%，商用车出口同比增长10.5%

Core Insights - The Chinese automotive industry is experiencing growth in both production and sales, with June figures showing a year-on-year increase of 11.4% in production and 13.8% in sales [1][3] - The first half of 2023 saw cumulative production and sales of 15.62 million and 15.65 million vehicles, respectively, reflecting a year-on-year growth of 12.5% and 11.4% [1][3] Passenger and Commercial Vehicle Market - Both passenger and commercial vehicle markets are showing positive growth in the first half of the year, with passenger vehicle production and sales reaching 13.52 million and 13.53 million, marking increases of 13.8% and 13% year-on-year [3][4] - Commercial vehicle production and sales totaled 2.10 million and 2.12 million, with year-on-year growth of 4.7% and 2.6% [3][4] New Energy Vehicles (NEVs) - The majority of NEV sales are concentrated in the price range of 150,000 to 200,000 yuan, with cumulative sales of 1.51 million units, representing a year-on-year increase of 16.8% [6] - Chinese brand passenger vehicles accounted for 67.3% of the market share in June, up 2.7 percentage points from the previous year, with a cumulative sales figure of 9.27 million units in the first half of the year [4][6] Commercial Vehicle Exports - The commercial vehicle market saw a significant increase in exports, with June exports reaching 90,000 units, a year-on-year growth of 10.6% [9][12] - Cumulative exports for the first half of the year reached 501,000 units, also reflecting a growth of 10.5% [9][12] Market Concentration - The top fifteen automotive groups accounted for 92.2% of total sales in the first half of the year, with a combined sales figure of 14.43 million units, showing a year-on-year increase of 9.8% [10] - In the NEV sector, the top fifteen groups sold 6.60 million units, representing a 43% year-on-year growth and capturing 95.1% of the total NEV sales [10] Future Outlook - The industry anticipates the need for stable policy expectations and regulatory measures to ensure healthy and stable operations in the automotive sector [12]