中汽协预计2026年汽车总销量达3475万辆

Core Insights - The Chinese automotive industry is projected to achieve a total production and sales volume of 34.53 million and 34.40 million vehicles respectively in 2025, marking a year-on-year growth of 10.4% and 9.4% [1] - The sales of new energy vehicles (NEVs) are expected to exceed 16 million units in 2025, with domestic new car sales accounting for over 50% of the market, solidifying their position as a dominant force [1] - The automotive export volume is anticipated to surpass 7 million units, reaching 7.098 million, with NEV exports doubling to 2.615 million units [1] Industry Performance - The automotive industry in China has demonstrated resilience against external pressures such as trade protectionism and global supply chain restructuring, achieving both scale and quality improvements [1] - During the "14th Five-Year Plan" period, the industry maintained a production and sales volume exceeding 30 million units for three consecutive years, with revenue surpassing 1 trillion yuan [2] Sales Forecast - Total vehicle sales are projected to reach 34.75 million units in 2026, with NEV sales expected to hit 19 million units, reflecting a growth rate of 15.2% [3] - The breakdown for 2025 includes 30.10 million passenger vehicles and 4.30 million commercial vehicles, with respective growth rates of 9.2% and 10.9% [3]