乘联分会：12月新能源零售量预计为138万左右，渗透率预计可达60%

Group 1 - The core viewpoint of the report indicates that the retail market for narrow passenger vehicles in December is estimated to be around 2.3 million units, reflecting a month-on-month growth of 3.4% but a year-on-year decline of 12.7% [1] - The expected retail volume for new energy vehicles in December is approximately 1.38 million units, with a penetration rate projected to reach 60% [1] - The report highlights that the initial week of December saw a significant drop in average daily retail to 42,000 units, a year-on-year decrease of 32.3% and a month-on-month decrease of 7.8% [2][3] Group 2 - In the second week, leveraging the "Double Twelve" promotion, the average daily retail increased to 67,000 units, showing a month-on-month growth of 8.8% despite a year-on-year decline of 16.8% [2] - The third week is expected to maintain a daily retail average of 73,000 units due to ongoing order deliveries, while the fourth week anticipates a rise to 93,000 units as consumer sentiment weakens [3] - The fifth week is projected to see a surge in daily retail to 118,000 units, influenced by last year's low base, resulting in a year-on-year growth of 9.3% but a month-on-month decline of 4.8% [3]