乘联分会·2025-09-02 09:11Core Viewpoint - The article discusses the stable performance of the new energy vehicle (NEV) market in August 2025, highlighting the shift from price competition to value competition driven by government policies and industry responses [1][2]. Group 1: Market Performance - In August 2025, the NEV wholesale sales are estimated to reach 1.3 million units, representing a year-on-year growth of 24% and a month-on-month growth of 10% [2][6]. - The total wholesale sales of NEVs from January to August 2025 reached 8.93 million units, showing a year-on-year increase of 34% [2]. Group 2: Industry Dynamics - The Ministry of Industry and Information Technology (MIIT) has initiated measures to regulate the NEV market, aiming to curb malicious price cuts and promote a focus on technological upgrades and service quality [1]. - The promotional activities in the fuel vehicle market remained stable at 22.9%, while NEV promotions increased to 10.7%, reflecting a shift in competitive strategies among manufacturers [1]. Group 3: Manufacturer Performance - Major manufacturers such as Geely, Leap Motor, Dongfeng, Xiaopeng, and NIO achieved record high wholesale sales in August, contributing to the overall growth of the NEV market [2]. - The data indicates that manufacturers with wholesale sales exceeding 10,000 units accounted for 91.7% of the total NEV sales in July 2025 [2][6].