两个“历史首次”！前11个月我国汽车产销量双超3100万辆

Core Viewpoint - The Chinese automotive market is experiencing an unexpected downturn in November 2023, marking the first year-on-year decline in domestic sales for that month since 2023, with a total of approximately 2.701 million vehicles sold, a decrease of 4.4% compared to the previous year [1][3]. Group 1: Domestic Market Performance - In November 2023, domestic automotive sales reached approximately 2.701 million units, reflecting a year-on-year decline of 4.4%, which is the first negative growth in November since 2023 [1][3]. - Despite the downturn in November, the overall performance from January to November remains strong, with production and sales reaching 31.231 million and 31.127 million units respectively, representing year-on-year growth of 11.9% and 11.4% [3][4]. - The decline in November sales is attributed to the withdrawal of subsidy policies, leading consumers to wait for new policies in the upcoming year [3]. Group 2: Export Performance - In November 2023, China's automotive production reached 3.532 million units, a historical high, with a year-on-year increase of 2.8% [4]. - Automotive exports in November totaled 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]. - For the first eleven months of 2023, total automotive exports reached 6.343 million units, an increase of 18.7% year-on-year, with traditional fuel vehicle exports declining by 4.1% to 4.029 million units, while new energy vehicle exports surged by 102.9% to 2.315 million units [6][7]. Group 3: New Energy Vehicles (NEVs) - In November 2023, sales of new energy vehicles reached 1.823 million units, a year-on-year increase of 20.6%, accounting for 53.2% of total new vehicle sales [7][8]. - From January to November, new energy vehicle sales totaled 14.78 million units, reflecting a year-on-year growth of 31.2%, with a market penetration rate of 47.5% [7][9]. - The market penetration of new energy vehicles is expected to exceed 50% by 2025, with projections indicating a potential 70% penetration by 2030 [11].