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【周度分析】车市扫描(2025年3月17日-3月23日)
乘联分会·2025-03-26 08:33

Group 1: Market Overview - From March 1 to 23, the national passenger car market retail reached 1.154 million units, a year-on-year increase of 18% compared to the same period last year, and a month-on-month increase of 25% [1] - The wholesale of passenger cars during the same period was 1.321 million units, a year-on-year increase of 16% and a month-on-month increase of 33% [1] - The cumulative retail for the year reached 4.33 million units, with a year-on-year growth of 5% [1] Group 2: New Energy Vehicles - Retail of new energy vehicles from March 1 to 23 reached 622,000 units, a year-on-year increase of 30% and a month-on-month increase of 40% [1] - The wholesale of new energy vehicles was 670,000 units, a year-on-year increase of 35% and a month-on-month increase of 30% [1] - Cumulative retail for new energy vehicles this year reached 2.048 million units, with a year-on-year growth of 34% [1] Group 3: Sales Trends - Daily average retail for the first week of March was 40,000 units, a year-on-year increase of 14% and a month-on-month increase of 52% [3] - In the second week, daily average retail increased to 58,000 units, a year-on-year increase of 34% [4] - The third week saw a slight decrease to 55,000 units, with a year-on-year increase of 8% [5] Group 4: Manufacturer Performance - Daily average wholesale for manufacturers in the first week was 45,000 units, a year-on-year increase of 26% and a month-on-month increase of 84% [6] - The second week saw an increase to 67,000 units, a year-on-year increase of 24% [7] - The third week recorded 64,000 units, a year-on-year increase of 1% [8] Group 5: Inventory and Market Dynamics - As of the end of February 2025, national passenger car inventory was 3.08 million units, with a turnover of 51 days [9] - The inventory increased by 90,000 units from the previous month but decreased by 130,000 units year-on-year [9] - The overall inventory pressure is manageable, with a notable increase in new energy vehicle inventory [9] Group 6: Battery Market Analysis - In February 2025, lithium battery installations reached 34.9 Wh, a year-on-year increase of 94% [10] - The market share of ternary batteries decreased to 18%, while lithium iron phosphate batteries increased to 81% [10] - The competition in the battery market is dominated by CATL and BYD, with CATL holding a 47.5% market share [11] Group 7: Commercial Vehicle Insights - In February 2025, domestic commercial vehicle sales reached 240,000 units, a year-on-year increase of 63% [12] - New energy commercial vehicle sales reached 46,000 units, a year-on-year increase of 183% [12] - The penetration rate of new energy in commercial vehicles was 19%, with significant growth in buses and trucks [12]