前7月销量大跌，俄罗斯三大车企计划实行4天工作制

Group 1 - In the first seven months of 2025, Russian passenger car sales dropped by 24% year-on-year to 646,700 units, while truck sales plummeted by 55% to 31,400 units, with a significant monthly decline of 61% in July to 4,400 units [1] - Electric vehicle sales in Russia also saw a decline of 51% year-on-year, totaling 6,106 units in the same period [1] - The luxury car market in Russia experienced a 41% drop in sales, with only 47,000 units sold in the first half of the year [1] Group 2 - KAMAZ, Russia's largest truck manufacturer, announced a four-day workweek starting August 1 due to declining market demand, a trend also followed by other major manufacturers like AvtoVAZ and GAZ [1][3] - KAMAZ attributed the sales decline to the "short-sighted policies" of domestic car importers, which led to an oversupply of vehicles [3] - Chinese automotive brands have rapidly increased their market share in Russia, reaching over 55% in recent years, with a peak of over 60% in Q3 2024, while local brands' market share fell from 47.4% in 2023 to 33.3% in 2024 [3] Group 3 - The Russian government has implemented measures to limit the expansion of Chinese cars in the market, including increased taxes on vehicles imported via Central Asia and a significant rise in recycling taxes for imported vehicles [5] - As of 2024, the Russian government has raised recycling taxes by 70%-85% for imported vehicles, with annual increases of 10%-20% [5] - The number of Chinese cars imported into Russia has significantly decreased, with only 180,000 units imported in the first half of the year, a 30% decline compared to the previous year [5] Group 4 - Russian domestic brands have increased their market share, with local electric vehicles accounting for 27% of total electric vehicle sales, up by 9 percentage points year-on-year [7] - The share of Russian and Belarusian brands in dealer contracts rose from 15.6% to 26.3% over the past year, indicating a shift in market dynamics [7] - The Russian government aims to encourage local industrial development through structural measures, including tax incentives for Chinese car manufacturers to establish production facilities in Russia [7][8]