Core Insights - In December 2025, China's automobile exports reached 990,000 units, marking a year-on-year increase of 73% and a month-on-month increase of 23%, indicating strong overall growth trends [1][9] - For the entire year of 2025, China's automobile exports are projected to total 8.32 million units, reflecting a 30% increase compared to 2024 [1][9] - The export of new energy vehicles (NEVs) in December 2025 reached 420,000 units, a significant year-on-year increase of 174%, with an annual total of 3.43 million units, up 70% from 2024 [1][5] Export Performance - The top ten countries for China's automobile exports in December 2025 included the UAE (106,398 units), Russia (69,660 units), and the UK (54,791 units), with notable increases in exports to the UAE and the UK [2] - For the entire year, the cumulative export totals to the top ten countries were led by Mexico (625,187 units), Russia (582,738 units), and the UAE (571,937 units), with significant growth observed in exports to the UAE and Mexico [2] Vehicle Type Distribution - In December 2025, the composition of China's automobile exports included 25% pure electric vehicles (up 4% year-on-year), 17% plug-in hybrids (up 11%), 7% hybrids (up 2%), and 40% traditional fuel vehicles (down 18%) [3] - For the full year of 2025, the export composition was 28% pure electric vehicles (up 2%), 13% plug-in hybrids (up 8%), 6% hybrids (up 2%), and 43% traditional fuel vehicles (down 11%) [3] New Energy Vehicle Trends - The performance of China's NEV exports in 2025 exceeded expectations, with plug-in hybrids and hybrids emerging as new growth points, particularly in the pickup segment [5] - The export market for NEVs is showing high-quality development, particularly in the Middle East and developed countries, while the Russian market for fuel vehicles is experiencing a decline [5] Historical Context - China's automobile exports have seen significant growth since breaking the one million unit mark in 2021, with a sustained high growth rate continuing into 2025 [8][9] - The export volume has rebounded from a low point during the global economic downturn from 2013 to 2016, with a steady increase observed from 2017 to 2020 [8] Seasonal Trends - The monthly export trends indicate a seasonal characteristic, with stronger exports typically observed in the summer months, and fluctuations due to external trade policies affecting the early months of the year [10][12] Export Structure Characteristics - The share of passenger vehicles in total exports has been steadily increasing, reaching 85% by 2023, while the shares of trucks and buses have been declining [15][17] - The export of gasoline vehicles has seen a decrease, while the export of hybrid vehicles has shown strong growth, particularly in the plug-in hybrid segment [16][17]
崔东树：2025年12月中国汽车实现出口99万辆 同比增73% 环比增23% 同比和环比走势总体较强
智通财经网·2026-01-25 11:34