Core Insights - The import of automobiles in China is experiencing a significant decline, with a projected 360,000 units imported from January to September 2025, representing a 32% year-on-year decrease. This trend is attributed to the rise of domestic new energy vehicles and a shift towards high-end models, leading to sustained pressure on imported vehicles [1][6][20]. Group 1: Overall Trends in Automobile Imports - The peak of automobile imports occurred in 2014 with 1.43 million units, followed by a continuous decline. The import volume is expected to drop to 700,000 units in 2024, down 12% year-on-year, and further to 360,000 units in the first nine months of 2025, down 32% year-on-year [6][20]. - In September 2025, 41,000 imported vehicles were recorded, marking a 26% decline year-on-year and a 10% decrease from August [1][6]. Group 2: Country-Specific Import Data - The top ten countries for automobile imports in September 2025 included Japan (18,265 units), Germany (10,549 units), and Slovakia (3,832 units). Notably, imports from the U.S. have plummeted, with only 41,736 units imported from January to September 2025, a staggering 52% decrease year-on-year [1][2][20]. - The U.S. vehicle imports saw a dramatic drop in September 2025, with only 1,462 units imported, reflecting an 85% year-on-year decline [2][20]. Group 3: Market Dynamics and Consumer Preferences - The demand for traditional fuel vehicles continues to shrink, with domestic manufacturers benefiting from a low base effect in sales. The market is shifting towards electric vehicles, which has led to a notable decrease in the demand for imported fuel vehicles [2][6][15]. - The luxury car segment showed some improvement in September 2025, with brands like Rolls-Royce and Ferrari performing well, particularly in the Shanghai region [3]. Group 4: Import Structure and Vehicle Types - In the first nine months of 2025, passenger cars accounted for 98% of total imports, with a significant focus on gasoline vehicles, which dominate the market despite the rise of new energy vehicles [12][13]. - The import of electric vehicles has seen a drastic decline, with pure electric vehicle imports dropping by 81% year-on-year in the first nine months of 2025 [14][15]. Group 5: Future Outlook - The ongoing decline in imported vehicles is expected to continue, with challenges in maintaining a reasonable scale of imports and ensuring the security of international supply chains amid complex international relations [2][20].
崔东树：2025年1-9月进口汽车36万辆 同比下降32%
智通财经网·2025-10-28 09:33