乘联分会·2025-09-28 08:39Core Viewpoint - The article discusses the rapid transformation of China's automotive industry towards electrification, intelligence, and connectivity, highlighting the significant growth in the new energy vehicle (NEV) sector, which now accounts for a substantial portion of global sales [2]. Group 1: Industry Overview - In the first eight months of 2025, China's automotive sales accounted for approximately 33-34% of global sales, with NEV sales representing about 65-70% of the global market [2]. - The top four companies with over 50% NEV sales include BYD, Tesla, Geely, and SAIC-GM-Wuling, while Changan is close to the 50% mark [2]. Group 2: Company Performance - BYD: Achieved 100% NEV sales in 2025, with a wholesale volume of 282.6 thousand units, marking a significant increase from previous years [4][5]. - Tesla: Also reached 100% NEV sales, with a wholesale volume of 51.6 thousand units in 2025, and domestic sales accounted for 70.1% of total sales [5][6]. - Geely: Increased its NEV sales ratio to 53% in 2025, up from 40.8% in 2024, driven by the launch of five new models [7][8]. - SAIC-GM-Wuling: Achieved a NEV sales ratio of 73% in wholesale and 85% in retail, reflecting its commitment to low-carbon transformation [8][9]. Group 3: Other Companies - Chery: Ranked third in wholesale sales with a 27% NEV ratio, indicating a strong domestic market presence [9]. - Changan: Achieved a 49% NEV ratio in wholesale and 54% in retail, showcasing significant progress in electrification [9]. - Great Wall Motors: Maintained a 35% NEV ratio in wholesale, with a similar domestic ratio [9]. Group 4: Joint Ventures - Joint ventures like FAW-Volkswagen, SAIC Volkswagen, and FAW Toyota show minimal differences in ICE and NEV sales ratios, indicating a stable market presence for traditional fuel vehicles [10]. - The article emphasizes that fuel vehicles remain a crucial part of the automotive market, contributing significantly to tax revenue and industry competition [10].