2025年商用车产销重返400万辆以上

Core Insights - The Chinese automotive industry achieved record production and sales in 2025, with total production reaching 34.53 million vehicles and sales at 34.40 million vehicles, maintaining its position as the world's largest market for 17 consecutive years [1] Group 1: Commercial Vehicle Market Recovery - The commercial vehicle market showed a clear recovery trend, with December production and sales reaching 416,000 and 425,000 units respectively, marking a month-on-month increase of 7.4% and 8.5%, and a year-on-year increase of 15.5% and 15.3% [2] - In December, truck production and sales were 357,000 and 361,000 units, with month-on-month growth of 7.2% and 6.7%, and year-on-year growth of 17.6% and 17.2% [2] - The production and sales of buses in December were 59,000 and 64,000 units, with month-on-month growth of 8.6% and 20.1%, and year-on-year growth of 3.9% and 5.5% [2] Group 2: Growth Drivers - The recovery of the commercial vehicle market in 2025 was supported by both domestic demand and exports, with domestic sales reaching 3.24 million units and exports at 1.06 million units, reflecting a year-on-year increase of 9% and 17.2% respectively [4] - The domestic sales of new energy commercial vehicles reached 870,000 units in 2025, a year-on-year increase of 63.7%, accounting for 26.9% of total commercial vehicle sales [5] - The export of new energy commercial vehicles surged to 83,000 units, a remarkable year-on-year increase of 86.8%, showcasing China's competitive edge in the global electric vehicle market [4][5] Group 3: Future Market Outlook - The commercial vehicle market is expected to experience steady growth in 2026, with a projected total sales volume of 4.5 million units, reflecting a year-on-year increase of 4.7% [7] - Supportive factors include government policies aimed at boosting consumption and investment, as well as the implementation of the "Automobile Industry Growth Work Plan (2025-2026)" [6] - Challenges such as geopolitical uncertainties, economic downturns, and reduced consumer demand may impact market performance, but the overall outlook remains positive [7]