中国2025年汽车销量首度超越日本，跃居全球第一

Core Insights - Chinese automakers are expected to surpass Japan in global vehicle sales for the first time in over 20 years, with an estimated 27 million units sold in 2023, representing a 17% year-on-year increase [1] - In contrast, Japanese automakers are projected to maintain sales at around 25 million units, resulting in a loss of the top position in global sales [1] - China has also become the world's largest automobile exporter in 2023 [1] Summary by Category Sales Performance - China's global vehicle sales are projected to reach approximately 27 million units in the first 11 months of the year, marking a 17% increase compared to the previous year [1] - Japanese automakers are expected to sell about 25 million vehicles during the same period, showing no growth compared to last year [1] Historical Context - Historically, the competition for global vehicle sales was primarily between the United States and Japan, with Japan peaking at nearly 30 million units sold in 2018 [1] - The advantage that Japanese automakers had over Chinese manufacturers, which was around 8 million units in 2022, has been eliminated in just three years [1] Export Dynamics - In 2023, China has achieved the status of the world's largest automobile exporter, indicating a significant shift in the global automotive market landscape [1]