乘联分会：9月新能源乘用车生产150.1万辆 同比增长22.9%

Group 1: Market Performance - In September, the retail sales of passenger cars in China reached 2.241 million units, a year-on-year increase of 6.3% and a month-on-month increase of 11.0% [1] - Cumulative retail sales for the year reached 17.005 million units, reflecting a year-on-year growth of 9.2% [1] - The retail growth rate has fluctuated, starting from 1.2% in January-February, rising to 11% in June, and stabilizing around 6% from July to September [1] Group 2: Production and Export Data - In September, passenger car production was 2.838 million units, showing a year-on-year increase of 17.2% and a month-on-month increase of 15.7% [2] - Cumulative production for the year reached 20.78 million units, with a year-on-year growth of 13.9% [2] - Passenger car exports in September totaled 528,000 units, a year-on-year increase of 20.7% and a month-on-month increase of 5.7% [1][2] Group 3: New Energy Vehicle Insights - In September, the production of new energy passenger vehicles reached 1.501 million units, a year-on-year increase of 22.9% [2] - The retail penetration rate of new energy vehicles in the overall passenger car market was 57.8%, up 5 percentage points from the previous year [3] - New energy vehicle exports reached 211,000 units in September, a year-on-year increase of 96.5% [3]