产业运行 | 2025年7月汽车工业产销情况

Core Viewpoint - The Chinese automotive market is experiencing seasonal fluctuations with a slowdown in production and sales in July, but overall growth is observed year-on-year, particularly in the new energy vehicle (NEV) sector, which continues to show rapid growth [1][10][56]. Group 1: Overall Automotive Production and Sales - In July, automotive production and sales reached 2.591 million and 2.593 million units, respectively, representing a month-on-month decline of 7.3% and 10.7%, but a year-on-year increase of 13.3% and 14.7% [10]. - From January to July, automotive production and sales totaled 18.235 million and 18.269 million units, with year-on-year growth of 12.7% and 12% [10]. Group 2: Domestic Sales - In July, domestic automotive sales were 2.018 million units, down 12.7% month-on-month but up 12.6% year-on-year [11]. - For the first seven months, domestic sales reached 14.588 million units, a year-on-year increase of 11.8% [11]. Group 3: Export Situation - In July, automotive exports totaled 575,000 units, a month-on-month decrease of 2.8% but a year-on-year increase of 22.6% [16]. - From January to July, automotive exports reached 3.68 million units, reflecting a year-on-year growth of 12.8% [16]. Group 4: New Energy Vehicles (NEVs) - In July, NEV production and sales were 1.243 million and 1.262 million units, respectively, marking year-on-year growth of 26.3% and 27.4% [56]. - For the first seven months, NEV production and sales totaled 8.232 million and 8.22 million units, with year-on-year growth of 39.2% and 38.5% [57]. Group 5: Key Enterprises and Market Concentration - In the first seven months, the top fifteen automotive groups sold a total of 16.852 million units, a year-on-year increase of 10.5%, accounting for 92.2% of total automotive sales [78]. - The top fifteen NEV groups sold 7.82 million units, a year-on-year increase of 41.1%, representing 95.1% of total NEV sales [79].