上半年商用车销量破210万辆 重卡54万 新能源出口增2.3倍 | 头条

Core Viewpoint - The automotive market in China has shown strong performance in the first half of 2025, with various economic indicators achieving double-digit growth year-on-year, supported by proactive macroeconomic policies aimed at stabilizing employment and promoting high-quality development [1]. Group 1: Overall Automotive Market Performance - In June 2025, automotive production and sales reached 2.794 million and 2.904 million units respectively, with month-on-month increases of 5.5% and 8.1%, and year-on-year increases of 11.4% and 13.8% [1]. - From January to June 2025, cumulative automotive production and sales were 15.621 million and 15.653 million units, reflecting year-on-year growth of 12.5% and 11.4% [1]. Group 2: Commercial Vehicle Performance - In June 2025, commercial vehicle production and sales were 354,000 and 369,000 units, with month-on-month growth of 5.3% and 10.3%, and year-on-year growth of 7.1% and 9.5% [2]. - For the first half of 2025, commercial vehicle production and sales totaled 2.099 million and 2.122 million units, with year-on-year growth of 4.7% and 2.6% [4]. Group 3: Truck Performance - In June 2025, truck production and sales reached 304,000 and 316,000 units, with month-on-month increases of 4% and 8.5%, and year-on-year increases of 4.7% and 7.5% [6]. - Heavy truck sales in June were 98,000 units, showing a significant year-on-year increase of 37.1% [6]. Group 4: Passenger Vehicle Performance - In June 2025, passenger vehicle production and sales exceeded 50,000 units, with light passenger vehicles growing by 24% year-on-year [10]. - For the first half of 2025, passenger vehicle production and sales were 262,000 and 265,000 units, reflecting year-on-year growth of 8.4% and 8.7% [13]. Group 5: Pickup Truck Performance - In the first half of 2025, pickup truck production and sales reached 309,000 and 314,000 units, with year-on-year growth of 20.5% and 15% [15]. - The top five pickup truck manufacturers accounted for 218,000 units sold, representing 69.5% of total pickup sales, an increase of 1.8 percentage points from the previous year [17]. Group 6: Export Performance - In June 2025, commercial vehicle exports reached 90,000 units, with year-on-year growth of 10.6% [22]. - For the first half of 2025, commercial vehicle exports totaled 501,000 units, reflecting a year-on-year increase of 10.5% [24]. Group 7: New Energy Vehicle Performance - In June 2025, domestic sales of new energy commercial vehicles reached 70,000 units, with year-on-year growth of 58.6% [27]. - New energy commercial vehicle exports in June were 8,000 units, showing a year-on-year increase of 2.2 times [29]. Group 8: Future Outlook - The China Automotive Industry Association indicates that the "two new" policies will continue to be implemented in the second half of the year, which, along with the introduction of new products, is expected to stimulate automotive consumption growth [31].