Core Insights - The Chinese automotive industry is projected to show strong resilience and vitality in 2025, with production and sales reaching historical highs of 34.53 million and 34.40 million units, respectively, representing year-on-year growth of 10.4% and 9.4% [1] - The "Two New" policies are expected to enhance market conditions, leading to a stable transition and orderly connection, with new products being launched and sustained consumer demand [1] Industry Performance - Domestic automobile sales are forecasted to reach 27.30 million units in 2025, a year-on-year increase of 6.7%, while traditional fuel vehicle sales are expected to decline by 4% to 13.43 million units [1] - Exports are anticipated to exceed 7 million units, reaching 7.10 million, with a year-on-year growth of 21.1%. New energy vehicle exports are projected to double to 2.61 million units, while traditional fuel vehicle exports are expected to decrease by 2% to 4.48 million units [1][2] Company-Level Insights - In 2025, Chery is expected to export 1.34 million units, a 17.4% increase, accounting for 18.9% of total exports. BYD is projected to see significant growth, with exports reaching 1.05 million units, a 140% increase [2] - New energy vehicles are set to achieve production and sales of 16.63 million and 16.49 million units, respectively, marking year-on-year growth of 29% and 28.2%, with new energy vehicles making up 47.9% of total new car sales, an increase of 7 percentage points from 2024 [2] Future Outlook - For 2026, the automotive market is expected to face mixed influences, with a total sales forecast of 34.75 million units, a 1% increase, and passenger vehicle sales projected at 30.25 million units, a 0.5% increase [3] - New energy vehicle sales are anticipated to reach 19 million units in 2026, reflecting a year-on-year growth of 15.2%, while exports are expected to reach 740,000 units, a 4.3% increase [3]
我国汽车产销量再创新高 连续17年稳居全球第一
Zheng Quan Shi Bao·2026-01-14 18:00