最新数据！新能源汽车零售渗透率已达57.8％

Core Insights - The Chinese automotive industry has experienced significant growth in multiple economic indicators in the first nine months of the year, with production and sales reaching 24.33 million and 24.36 million vehicles, respectively, representing year-on-year increases of 13.3% and 12.9% [1] - New energy vehicles (NEVs) have seen remarkable performance, with production and sales exceeding 11 million units, both growing over 30% year-on-year, and NEVs accounting for 46.1% of total new vehicle sales [1] - The export of vehicles reached 4.95 million units, marking a 14.8% increase year-on-year, with NEV exports alone soaring to 1.758 million units, a staggering growth of 89.4% [1] Policy Impact - The growth in the automotive market is largely attributed to government policies such as trade-in programs, which have effectively stimulated consumer activity and exceeded expectations [1] - It is projected that by the end of the policy period, the total number of vehicles eligible for trade-in subsidies will surpass 12 million, directly driving new car sales worth approximately 1.7 trillion yuan [1] Consumer Behavior - A significant 60% of consumers applying for trade-in subsidies opted for purchasing NEVs, indicating a strong shift towards new energy vehicles and contributing to the transformation of market dynamics [2] - Retail sales of NEVs maintained a robust growth rate of 24.4% in the first nine months, with a retail penetration rate reaching 57.8% in September, showcasing the effectiveness of national policies in guiding consumption upgrades and promoting green transformation [2]