前10个月销量增长0.6%！燃油车打响“智能化反击战” 业内：明年燃油车将以几何级速度普及中高阶智驾

Core Insights - The new generation of the Sagitar L, launched in September, features significant upgrades in intelligence and technology, attracting more customers and improving sales performance [1][3] - The domestic fuel vehicle market is showing signs of recovery, with traditional fuel vehicle sales reaching 11.14 million units from January to October 2025, a year-on-year increase of 0.6% [1][3] - The global automotive market is shifting focus from "powertrain competition" to "intelligent experience competition," with both fuel and electric vehicles expected to develop in parallel on the smart technology front [3][5] Sales Performance - The new Sagitar L achieved sales of approximately 33,200 units in its first month, representing an 86% month-on-month increase and capturing 50.6% of the A+ class fuel sedan market [4] - In October, traditional fuel vehicle sales were about 1.197 million units, with a month-on-month growth of 0.4% [4] Market Trends - The market for fuel vehicles is experiencing a price decline at the terminal level, which is contributing to the recovery in sales [3] - The share of new energy vehicles (NEVs) in total vehicle sales exceeded 50% for the first time in October, indicating strong growth in the NEV sector while fuel vehicles still maintain a significant market presence [4][12] Industry Strategy - Many automakers are adopting a "dual development" strategy for fuel and electric vehicles, focusing on the intelligent upgrade of fuel vehicles as a consensus in the industry [4][5] - Bosch's mid-level intelligent driving system is being adapted for fuel vehicles, with plans for mass production delivery to several automakers by October 2023 [7][5] Export Performance - From January to October, China's NEV exports surpassed 2 million units for the first time, reaching 2.014 million units, a year-on-year increase of 90.4% [13] - In October, total vehicle exports from China reached 666,000 units, with a year-on-year growth of 22.9% [13][15] Future Outlook - The automotive industry is expected to exceed 34 million units in sales for the full year of 2025, driven by policies promoting consumption and the transition to NEVs [16]