8月乘用车零售销量历史新高 9月增速将放缓

Group 1: Market Overview - In August 2025, the national retail sales of passenger cars reached 1.995 million units, a year-on-year increase of 4.6% and a month-on-month increase of 8.2% [2] - Cumulative retail sales from January to August 2025 totaled 14.741 million units, reflecting a year-on-year growth of 9.5% [2] - The August sales figure set a new historical high, surpassing the previous record of 1.92 million units in August 2023 by 3.7% [2] Group 2: New Energy Vehicles - In August, the production of new energy passenger vehicles reached 1.256 million units, a year-on-year increase of 21.0%, while wholesale sales were 1.282 million units, up 22.3% [4] - Retail sales of new energy vehicles in August amounted to 1.101 million units, marking a year-on-year increase of 7.5% [4] - From January to August, cumulative production of new energy vehicles was 8.853 million units, with wholesale and retail figures at 8.931 million and 7.556 million units, respectively, all showing significant year-on-year growth [4] Group 3: Market Structure and Brand Performance - In August, domestic brands achieved retail sales of 1.32 million units, a year-on-year increase of 9%, raising their market share to 65.7% [5] - BYD led the market with sales of 374,000 units in August, a slight increase of 0.15%, while its cumulative sales for the year reached 2.864 million units, up 23% [5] - New force brands like Leap Motor and Xpeng saw significant growth, with Leap Motor delivering 57,000 units (up over 88%) and Xpeng 38,000 units (up 168.66%) in August [6] Group 4: Future Outlook - The Secretary-General of the Passenger Car Market Information Association, Cui Dongshu, anticipates that while September may show high sales typical of the "Golden September" period, growth may slow due to last year's high base and subsidy control in some regions [6] - Factors such as new car launches at the Chengdu Auto Show, increased consumer purchasing enthusiasm, and ongoing policy support are expected to drive market growth [6]