崔东树：1-6月进口汽车22万辆 同比下降32%

Core Insights - The import of automobiles in China has seen a significant decline, with 220,000 units imported in the first half of 2025, representing a 32% year-on-year decrease, marking a notable drop for this period [1][5][22] - The trend of declining imports has persisted since 2014, with a peak of 1.43 million units, followed by a continuous downward trajectory, including a forecasted total of 700,000 units for 2024, down 12% from the previous year [5][6][10] - The demand for fuel vehicles is decreasing, particularly in the context of China's automotive industry transitioning towards electrification, which is reshaping market demand [2][5][15] Automotive Import Trends - The top ten countries for automobile imports in June 2025 included Japan (13,354 units), the USA (9,609 units), and Germany (8,338 units), with significant year-on-year declines across most countries [1][21][22] - The import of vehicles from the USA has sharply decreased, with a 50% drop in the first half of 2025 compared to the previous year, although there was a 207% month-on-month increase in June [22] - The structure of imported vehicles is heavily skewed towards passenger cars, which accounted for 98% of total imports, with a notable decline in the import of light trucks and commercial vehicles [12][14][18] Monthly Import Dynamics - In June 2025, the import volume was 43,000 units, down 30% year-on-year and 9% month-on-month, indicating ongoing pressure in the import market [1][5][21] - The first half of 2025 saw a total of 220,000 imported vehicles, with a significant drop in various categories, particularly in traditional fuel vehicles [5][12][18] Market Structure and Country-Specific Insights - Japan, the USA, and Germany remain the primary sources of imported vehicles, with Slovakia showing notable growth in imports despite overall declines [20][22] - The import of electric vehicles has been weak, with a significant drop in both pure electric and hybrid vehicles in the first half of 2025, reflecting a broader trend of declining demand for imported fuel vehicles [14][15][18] Future Outlook - The ongoing decline in imports is expected to continue, driven by the rise of domestic automotive production and changing consumer preferences towards electric vehicles [2][5][15] - The complexity of international relations and trade policies may necessitate the establishment of more diversified import strategies to maintain a stable supply chain [2][7]