Core Insights - The report indicates a positive trend in the passenger car market, with total sales reaching 1.985 million units in August, a year-on-year increase of 0.7% and a month-on-month increase of 7.7% [1][2] - The new energy vehicle (NEV) market showed stronger performance, with sales of approximately 1.096 million units, reflecting a year-on-year increase of 8.3% and a month-on-month increase of 12.4% [1][2] - NEVs accounted for 55.2% of total passenger car sales in August, marking a 2.2% increase from the previous month and a 3.9% increase compared to the same month last year [1][2] Sales Performance - In August, the sales of pure electric vehicles reached approximately 704,000 units, representing a year-on-year increase of 20.6% and a month-on-month increase of 15.3% [4] - Plug-in hybrid sales were around 393,000 units, showing a year-on-year decline of 8.4% but a month-on-month increase of 7.5% [4] - Cumulatively, NEV sales reached 7.347 million units, with a year-on-year increase of 24.0% [4] Market Dynamics - The top 10 cities accounted for 26.0% of NEV sales, an increase from 25.5% in the previous month, with Shanghai, Guangzhou, and Chengdu being the top three cities [6] - The penetration rate of NEVs in the top 10 cities exceeded 50%, with Shenzhen leading at 65.2%, followed by Wuhan at 64.8% and Chongqing at 63.4% [6] Electric Vehicle Market Analysis - The top three segments in the pure electric market were B-SUV (17.0%), A0 class (16.8%), and A00 class (13.0%) [8] - The C-SUV segment saw its market share expand from 3.0% to 6.6% compared to the same period last year [10] - Personal users accounted for 86.8% of pure electric vehicle sales in August, a year-on-year increase of 27.2% [11] Industry Developments - Xpeng Motors and Volkswagen Group announced an expanded strategic cooperation on electronic and electrical architecture technology, marking a significant milestone in their collaboration [16] - GAC Group launched its "Star Source Range Extender" technology, aiming to address common issues in range-extended vehicles, and introduced its first model equipped with this technology [18] - Geely Auto unveiled the industry's first AI cockpit, signaling a shift towards AI-driven automotive technology [20] Policy and Industry Trends - The State Council issued an opinion on implementing the "Artificial Intelligence +" initiative, promoting the integration of AI with various sectors, including the automotive industry [25] - The automotive industry is accelerating its shift towards smart and connected vehicles, with a focus on intelligent manufacturing and innovation in consumer scenarios [32]
乘联分会：8月新能源乘用车市场销量约为109.6万辆 同比上涨8.3%
智通财经网·2025-10-13 02:21