两个“历史首次”！前11个月我国汽车产销量双超3100万辆，今年出口规模有望蝉联全球第一

Core Viewpoint - The Chinese automotive market is experiencing an unexpected downturn in November 2023, with domestic sales declining for the first time in the month since 2023, attributed to the withdrawal of subsidy policies and consumer anticipation for new policies in 2024 [1][3]. Group 1: Domestic Sales Performance - In November 2023, domestic automotive sales reached approximately 2.701 million units, a year-on-year decrease of 4.4% [1]. - Despite the November decline, the overall performance from January to November remains strong, with production and sales reaching 31.231 million and 31.127 million units respectively, reflecting year-on-year growth of 11.9% and 11.4% [3]. - The sales of traditional fuel vehicles showed signs of recovery, with domestic sales of approximately 12.318 million units from January to November, a slight decline of 1.2% compared to the previous year [10]. Group 2: Export Performance - In November 2023, automotive exports reached 728,000 units, marking a year-on-year increase of 48.5%, and this is the first time exports exceeded 700,000 units in a month [4][6]. - The total automotive exports for the first 11 months of 2023 amounted to 6.343 million units, a year-on-year increase of 18.7%, with traditional fuel vehicle exports at 4.029 million units (down 4.1%) and new energy vehicle exports at 2.315 million units (up 102.9%) [8]. - The monthly average export volume of new energy vehicles has doubled from approximately 10,000 units last year to about 20,000 units this year [6]. Group 3: New Energy Vehicle Market - In November 2023, new energy vehicle sales reached 1.823 million units, representing a year-on-year increase of 20.6%, and accounted for 53.2% of total new vehicle sales [9]. - From January to November 2023, new energy vehicle sales totaled 14.78 million units, reflecting a year-on-year growth of 31.2% [9]. - The market penetration rate of new energy vehicles is expected to exceed 50% by 2025, with projections indicating a potential penetration rate of 70% by 2030 [12].