【周度分析】车市扫描(2025年7月21日-7月27日)

Group 1: Market Overview - In July 1-27, the national retail sales of passenger cars reached 1.445 million units, a year-on-year increase of 9%, but a month-on-month decrease of 19% [1][4] - Cumulative retail sales for the year reached 12.346 million units, reflecting an 11% year-on-year growth [1][4] - Wholesale of passenger cars during the same period was 1.505 million units, up 17% year-on-year but down 25% month-on-month [1][7] Group 2: New Energy Vehicles (NEVs) - Retail sales of NEVs from July 1-27 totaled 789,000 units, a 15% year-on-year increase, with a penetration rate of 54.6% [1][4] - Cumulative NEV retail sales for the year reached 6.258 million units, a 31% increase year-on-year [1][4] - NEV wholesale during the same period was 816,000 units, also up 17% year-on-year, with a penetration rate of 54.2% [1][4] Group 3: Monthly Trends - Daily average retail sales for the first week of July were 40,000 units, a 1% increase year-on-year but a 6% decrease month-on-month [3] - The second week saw daily average sales of 48,000 units, up 11% year-on-year but down 4% month-on-month [3] - The third week recorded 58,000 units daily, a 17% year-on-year increase but a 20% decrease month-on-month [4] Group 4: Economic Context - The domestic economic situation has improved, particularly with recent export recovery stabilizing domestic demand [4] - The automotive market is expected to enter a consolidation phase due to inventory reduction pressures in the fuel vehicle segment [4][5] - The market's monthly patterns are becoming more stable, with July historically showing a higher retail share in recent years compared to earlier periods [4] Group 5: Global Market Insights - In the first half of 2025, China accounted for 68% of the global NEV market share, with a significant increase in its share of the global pure electric vehicle market [8][9] - The global automotive market saw a total of 46.32 million units sold in the first half of 2025, with China contributing 15.65 million units, reflecting an 11% growth [10][11] - The automotive industry in China is experiencing a gradual recovery in global market share, reaching 36% by June 2025 [10]