Core Insights - The automotive industry in China has shown significant growth in September 2025, with production and sales exceeding 3 million units for the first time in history, marking a year-on-year increase of 17.1% and 14.9% respectively [1] - The overall automotive market has maintained a positive trend, with monthly year-on-year growth rates exceeding 10% for five consecutive months, driven by policies such as vehicle trade-in programs and the launch of new models [1] Domestic Sales - In September, domestic sales of automobiles reached 2.574 million units, reflecting a month-on-month increase of 14.6% and a year-on-year increase of 13.4% [6] - For the first nine months of 2025, domestic sales totaled 19.414 million units, a year-on-year increase of 12.5% [6][33] - Traditional fuel vehicles accounted for 1.192 million units sold in September, with a year-on-year growth of 9.1% [6] Export Performance - In September, automobile exports reached 652,000 units, with a month-on-month increase of 6.7% and a year-on-year increase of 21% [11] - From January to September, total exports amounted to 4.95 million units, reflecting a year-on-year growth of 14.8% [11] New Energy Vehicles (NEVs) - NEVs achieved a production and sales volume of 1.617 million units in September, with year-on-year growth rates of 23.7% and 24.6% respectively, making up 49.7% of total new car sales [57] - For the first nine months, NEV production and sales reached 11.243 million and 11.228 million units, respectively, with year-on-year growth of 35.2% and 34.9% [58] Key Enterprises - The top fifteen automotive groups in China sold a total of 22.476 million vehicles from January to September, a year-on-year increase of 12.9%, accounting for 92.3% of total sales [76] - BYD led the market with sales of 3.26 million units in the first nine months, reflecting a year-on-year increase of 18.8% [76] Commercial Vehicles - In September, commercial vehicle production and sales reached 376,000 and 368,000 units, respectively, with year-on-year growth rates of 27.7% and 29.6% [40] - For the first nine months, commercial vehicle production and sales totaled 3.091 million and 3.117 million units, with year-on-year increases of 9.4% and 7.8% [40] Market Trends - The market share of Chinese brand passenger vehicles reached 70.2% in September, up 2.5 percentage points from the previous year, with sales of 2.007 million units [20] - The sales of NEVs in the domestic market have significantly increased, with NEV passenger vehicles accounting for 56.5% of total passenger vehicle sales in September [68]
中汽协：9月汽车销量322.6万辆 同比增长14.9%
Zhi Tong Cai Jing·2025-10-14 06:40