Core Insights - The Chinese automotive industry aims to achieve a total vehicle sales target of approximately 32.3 million units in 2025, reflecting a year-on-year growth of about 3%, with new energy vehicle (NEV) sales projected at around 15.5 million units, representing a year-on-year increase of about 20% [5][4][1] Group 1: Industry Performance - In the first nine months of the year, automotive production and sales reached 24.43 million and 24.36 million units, respectively, marking year-on-year growth of 13.3% and 12.9% [2][1] - In September alone, production and sales exceeded 3 million units for the first time in history, with production at 3.276 million units and sales at 3.226 million units, showing year-on-year growth of 17.1% and 14.9% [1][2] - NEV production and sales surpassed 1.1 million units in the first nine months, with year-on-year growth exceeding 30%, and NEVs accounted for 46.1% of total new car sales [2][3] Group 2: Policy Impact - The "old-for-new" vehicle replacement policy has significantly stimulated market activity, with expectations that over 12 million vehicles will be replaced under this policy by the end of the year, directly driving new car sales worth nearly 1.7 trillion yuan [3][6] - The recent "Automobile Industry Stabilization Growth Work Plan (2025-2026)" outlines measures to ensure steady growth and high-quality development in the automotive sector, addressing challenges such as insufficient domestic demand and external complexities [4][5] Group 3: Future Outlook - The automotive industry is expected to see exports exceed 6.5 million units in 2025, with cumulative NEV sales projected to surpass 16 million units, indicating a better-than-expected overall market performance [2][5] - The plan includes 15 specific measures across four dimensions to enhance domestic consumption, improve supply quality, optimize the development environment, and deepen open cooperation [5][6]
汽车最旺的一个9月！产销双超300万辆，行业稳增长政策加力
Di Yi Cai Jing·2025-10-14 12:27