【月度分析】2025年8月份全国乘用车市场分析

Core Viewpoint - The article provides a comprehensive analysis of the automotive market in August 2025, highlighting trends in production, retail, wholesale, and exports, particularly focusing on the performance of new energy vehicles (NEVs) and the competitive landscape among manufacturers. Overall Market - Production and Wholesale Analysis - In August 2025, the total production of passenger vehicles reached 240.6 million units, marking an 11.3% year-on-year increase and a 6.7% month-on-month increase [3][17] - The wholesale volume for passenger vehicles was 245.8 million units, reflecting a 14.5% year-on-year growth and a 9.6% month-on-month increase [3][18] - Cumulative production from January to August 2025 was 1,789.3 million units, up 13.1% year-on-year [3][17] Overall Market - Retail Analysis - Retail sales in August 2025 reached 199.5 million units, a 4.6% year-on-year increase and an 8.2% month-on-month increase [4][13] - Cumulative retail sales for the year stood at 1,474.1 million units, reflecting a 9.5% year-on-year growth [4][13] - The retail penetration rate of NEVs in August was 55.2%, an increase of 1.5 percentage points compared to the previous year [23] New Energy Market - Production and Wholesale Analysis - In August 2025, NEV production reached 125.6 million units, a 21.0% year-on-year increase [20] - NEV wholesale volume was 128.2 million units, up 22.3% year-on-year [20] - Cumulative NEV production from January to August was 885.3 million units, reflecting a 33.5% year-on-year growth [20] New Energy Market - Retail and Export Analysis - NEV retail sales in August reached 110.1 million units, a 7.5% year-on-year increase [20] - NEV exports totaled 20.4 million units in August, a significant 102.7% year-on-year increase [24] - The export share of NEVs in total vehicle exports was 40.9%, up 16.6 percentage points from the previous year [24] Manufacturer Performance - In August, the retail volume of domestic brands reached 132 million units, a 9% year-on-year increase [16] - The market share of domestic brands in the NEV sector was 76%, while mainstream joint venture brands had a NEV penetration rate of only 6.6% [23] - BYD, Geely, and Changan were among the top performers in NEV sales, with BYD leading with 371,501 units sold [26][27] Market Trends and Consumer Behavior - The automotive market is experiencing a shift towards stable pricing and reduced promotional activities, with a notable decrease in the number of models undergoing price cuts [13][15] - The penetration of NEVs is supported by favorable policies such as tax exemptions and trade-in incentives, contributing to steady growth in the segment [15][19] - The overall market dynamics indicate a gradual transition towards a more balanced and stable automotive market environment [14][15]