崔东树：2025年新能源车表现相对较强 北方地区纯电动占比提升明显

Core Viewpoint - The performance of new energy vehicles (NEVs) is expected to be strong in 2025, particularly for pure electric and plug-in hybrid vehicles, while traditional fuel vehicles still hold significant demand in certain regions [1][8]. Regional Market Trends Analysis - In 2025, the market share of NEVs in northern regions is projected to increase significantly, with pure electric vehicles showing notable growth [1][8]. - Traditional fuel vehicles still account for about 60% of the market in central and northern regions, while in eastern plains, especially southern areas, NEVs have reached over 50% market share [1][8]. - The overall vehicle market is experiencing a "north strong, south weak" trend, with northern markets, particularly in Northeast and Central Yellow River regions, showing robust growth [2][3]. Policy Impact on Regional Structure - The "Two New" policy is promoting consumer demand for passenger vehicles, leading to a unique market growth pattern with strong retail from September to December 2025 [1][4]. - Subsidy policies are favoring mid-to-low-end economic vehicles, reflecting a fair policy approach that benefits A00 and A0 class electric vehicles in regions like North and Northeast [1][4]. Vehicle Class Market Structure Changes - The SUV segment is experiencing strong growth, particularly in the central and western regions, while the eastern regions show relatively weaker demand for SUVs [7][10]. - The market structure is shifting towards larger vehicles, with C-class models and large SUVs performing well in major cities like Beijing, Shanghai, and Guangdong [1][7]. Brand Structure Changes in the Vehicle Market - The market is seeing a shift in brand preferences, with economic vehicles benefiting significantly from government subsidies, which are aimed at promoting lower-end models [10][11].