Group 1 - In the first seven months of 2023, China's automobile production and sales both exceeded 18 million units, with production reaching 18.235 million and sales at 18.269 million, representing year-on-year growth of 12.7% and 12% respectively [1] - In July, the automobile market experienced a seasonal slowdown due to traditional off-peak periods and some manufacturers conducting annual equipment maintenance, leading to a month-on-month decline [1] - The new energy vehicle (NEV) sector continued its rapid growth, with NEV production and sales in July reaching 1.243 million and 1.262 million units, marking year-on-year increases of 26.3% and 27.4%, respectively, and accounting for 48.7% of total new car sales [1] Group 2 - NEV exports showed significant performance in July, with a total of 225,000 units exported, reflecting a month-on-month increase of 10% and a year-on-year increase of 120% [2] - Traditional fuel vehicle exports declined, with 350,000 units exported in July, representing a month-on-month decrease of 9.6% and a year-on-year decrease of 4.3% [2] - The top ten exporting companies included Chery, which exported 119,000 units in July, a year-on-year increase of 31.9%, and BYD, which saw a remarkable export growth of 160% with 81,000 units [2] Group 3 - The China Automobile Industry Association (CAAM) emphasized the need for stable policy expectations, regulated market competition, and strengthened industry self-discipline to ensure healthy and stable industry operations in the second half of the year [3] - Clear national policies are expected to help stabilize consumer confidence and boost automobile consumption, ensuring smooth industry operations in the latter half of the year [3]
以旧换新政策效果持续显现