Core Insights - The Chinese automotive industry is projected to achieve significant growth in 2025, with production and sales reaching 34.53 million and 34.40 million units respectively, marking year-on-year increases of 10.4% and 9.4% [1] - New energy vehicles (NEVs) are expected to dominate the market, with a near 70% market share for Chinese brands and a threefold increase in export scale over five years [1] Group 1: Market Growth Drivers - The robust growth of the automotive market in 2025 is attributed to a combination of policy support, technological advancements, supply upgrades, and improved infrastructure [2] - Policies promoting new energy and technology are being reinforced, with a notable initiative from nine departments to encourage green consumption, which stabilizes market expectations and supports industry development [2] - The automotive industry's revenue has surpassed 10 trillion yuan over the past five years, laying a solid foundation for the anticipated growth in 2025 [2] Group 2: Technological and Supply Chain Developments - The integration of electrification, intelligence, and connectivity is accelerating, with L3-level autonomous driving vehicle licenses expected to be issued by December 2025, marking a shift from testing to mass production [2] - The supply side is seeing a surge in new vehicle launches across all market segments, with passenger vehicle production and sales reaching 30.27 million and 30.10 million units, reflecting year-on-year growth of 10.2% and 9.2% [2] Group 3: Infrastructure and Demand - By the end of 2025, the total number of charging facilities for NEVs in China is expected to exceed 6 million, with over 95% coverage in rural areas, alleviating consumer concerns and facilitating NEV adoption [3] Group 4: Sector-Specific Highlights - NEVs are projected to be the core growth driver, with production and sales reaching 16.63 million and 16.49 million units respectively, reflecting year-on-year increases of 29% and 28.2% [4] - The export volume of Chinese vehicles is expected to reach 7.10 million units, a year-on-year increase of 21.1%, with NEV exports doubling to 2.62 million units, accounting for 36.5% of total exports [4] Group 5: Brand Competitiveness - The market share of Chinese brand passenger vehicles is anticipated to reach 69.5% in 2025, a 4.3 percentage point increase from 2024, indicating a shift from a focus on cost-effectiveness to technological and brand advantages [5] Group 6: Future Outlook - The automotive industry is expected to maintain steady growth in 2026, supported by the smooth transition of policies and the deepening of green consumption initiatives [6] - The penetration rate of NEVs is likely to increase further, with advancements in intelligent connected technologies and continued growth in NEV exports [7]
双破3400万辆！2025中国汽车产销再登顶 新能源+全球化成增长双引擎
Qi Lu Wan Bao·2026-01-15 02:47