Market Overview - From August 1 to 17, the national retail sales of passenger cars reached 866,000 units, a year-on-year increase of 2% and an 8% increase compared to the previous month. Cumulative retail sales for the year reached 13.611 million units, up 10% year-on-year [2][4] - During the same period, wholesale sales of passenger cars amounted to 841,000 units, representing a 20% year-on-year increase and a 7% month-on-month increase. Cumulative wholesale sales for the year reached 16.366 million units, up 13% year-on-year [2][7] New Energy Vehicles (NEVs) - Retail sales of new energy passenger cars from August 1 to 17 reached 502,000 units, a year-on-year increase of 9% and a 12% increase compared to the previous month. The retail penetration rate for new energy vehicles reached 58.0%, with cumulative retail sales for the year at 6.958 million units, up 28% year-on-year [2][5] - Wholesale sales of new energy passenger cars during the same period were 474,000 units, a year-on-year increase of 18% and a 10% month-on-month increase. The wholesale penetration rate was 56.4%, with cumulative wholesale sales for the year at 8.108 million units, up 34% year-on-year [2][5] Economic Context - China's economy grew at a robust rate of 5.3% in the first half of the year, easing pressures on local economic growth. Recent promotional policies in various regions have been steadily advancing, with the third batch of subsidy funds distributed in late July [5] - The "trade-in" policy has been reactivated in some areas, with more diversified subsidy methods expected to improve sales growth in August. However, the high sales base from August last year may lead to weaker growth rates this month [5] Production and Sales Trends - In July 2025, automobile production reached 2.51 million units, a year-on-year increase of 8%. New energy vehicle production was 1.18 million units, up 17%, with a penetration rate of 47% [12] - Cumulative production from January to July 2025 was 18.08 million units, up 11% year-on-year, with new energy vehicle production at 8.05 million units, a 33% increase [12] Charging Infrastructure - By June 2025, the total number of public charging stations reached 4.17 million, with a month-on-month increase of 91,000 stations, reflecting a 50% year-on-year growth [10] - The ratio of public charging stations to electric vehicles is approximately 1:1, indicating a relatively sufficient level of charging infrastructure to support the growing number of electric vehicles [10]
【周度分析】车市扫描(2025年8月11日-8月17日)
乘联分会·2025-08-20 08:33