2025年我国汽车产销双超3400万辆 连续17年稳居全球第一

Core Insights - The latest data from the China Association of Automobile Manufacturers indicates that by 2025, China's automobile production and sales are expected to reach 34.53 million and 34.40 million units, respectively, representing year-on-year growth of 10.4% and 9.4%, maintaining a scale of over 30 million units for three consecutive years and ranking first globally for 17 years [1] Industry Overview - The combination of policies such as trade-in programs for consumer goods, the promotion of new energy vehicles in rural areas, and enhanced supply-demand adaptability is driving the sustained release of demand potential in China's automobile market [1] - The automobile manufacturing industry has a long supply chain and significant employment absorption, playing a notable role in economic growth [1] New Energy Vehicles - By 2025, the production and sales of new energy vehicles in China are projected to reach 16.626 million and 16.49 million units, respectively, with year-on-year growth of 29% and 28.2%, maintaining the global lead for 11 consecutive years [1] - New energy vehicles are expected to account for 47.9% of total new car sales [1] Technological Innovations - Key core technologies such as next-generation power batteries, electronic and electrical architectures, smart cockpits, and intelligent driving assistance are experiencing continuous breakthroughs [1] - By 2025, the mass application of 800-volt high-voltage silicon carbide platforms and fast-charging technology that allows for 80% charge in 15 minutes is anticipated, along with the approval of the first batch of L3-level conditional autonomous driving vehicles [1]