崔东树：1-11月中国汽车实现出口733万辆 同比增25%

Core Insights - China's automobile exports reached 810,000 units in November 2025, marking a year-on-year increase of 48% and a month-on-month decrease of 2% [1] - From January to November 2025, total automobile exports amounted to 7.33 million units, reflecting a year-on-year growth rate of 25% compared to the same period in 2024 [1] - The export of new energy vehicles (NEVs) in November 2025 was 350,000 units, a significant year-on-year increase of 156%, with a total of 3.01 million NEVs exported from January to November, up 62% year-on-year [1][4] Export Trends - The top ten countries for China's automobile exports in November 2025 included Mexico (90,212 units), Russia (61,881 units), and the UAE (53,114 units) [2] - The cumulative exports from January to November 2025 showed Mexico leading with 573,453 units, followed by Russia (513,078 units) and the UAE (465,539 units) [2] - The export structure indicates that pure electric vehicles accounted for 26% of total exports in November 2025, while hybrid vehicles made up 17% [3] New Energy Vehicle Performance - In November 2025, the top ten countries for NEV exports included Mexico (48,172 units), the UAE (25,895 units), and the UK (19,191 units) [4] - The performance of NEVs has been particularly strong, with plug-in hybrids and mixed vehicles emerging as new growth points, especially in the pickup segment [5] - The export of NEVs to Middle Eastern and developed countries is showing high-quality growth, primarily targeting Western Europe and Asian markets [5] Market Dynamics - The overall trend in China's automobile exports has been positive, with a significant increase in competitiveness and a slight growth in markets in the Global South [8] - The Russian market has shown a decline in exports, despite a relatively stable domestic sales environment [2][5] - The export of gasoline vehicles has seen a notable decrease, while the share of electric and hybrid vehicles is on the rise [16]