【乘联分会论坛】2025年8月乘用车区域市场流向分析

Core Viewpoint - The article discusses the evolving structure of the regional automotive market in China, highlighting the "strong North, weak South" trend, driven by government policies and changing consumer preferences, particularly in the context of electric vehicles and economic recovery in certain regions [2][5]. Regional Market Trends Analysis - The automotive market in China is characterized by a persistent "strong North, weak South" pattern, with the Northern market showing a 5.7% increase in market share from 2022 to 2025, despite a slight decline of 0.2% in August 2025 compared to the previous year [5]. - The Northeast region has shown consistent growth, maintaining a high market share of 6.8% in August 2025, while Southern regions like East China and South China have experienced significant declines [2][5]. - The Central region's market has improved, with a 1.5% increase in market share in August 2025 compared to the previous year, indicating a recovery trend [5]. Policy Impact on Regional Structure - Government subsidy policies have significantly influenced the market, particularly benefiting low-end and economic vehicles, with A00 and A0 class electric vehicles performing well in Northern regions [2][5]. - The article notes that the policy's fairness is evident as it encourages the development of small and micro electric vehicles, which is crucial for widespread adoption [2][5]. Market Structure Changes - The demand for SUVs is notably strong in the Central and Western regions, attributed to the geographical terrain, while the Eastern regions show a preference for electric vehicles, particularly in flat areas [7][8]. - The overall structure of the automotive market is shifting, with a notable increase in the share of electric vehicles, especially in regions like Hainan and Guangxi, where the penetration rate has reached around 60% [8][9]. New Energy Market Structure Analysis - The new energy vehicle market is performing well, with significant growth in both pure electric and plug-in hybrid vehicles, particularly in Northern regions where traditional fuel vehicles still dominate [8][9]. - The penetration rate of new energy vehicles in Eastern regions exceeds 50%, while the demand for traditional fuel vehicles remains high in the Central and Western regions, where they account for approximately 60% of the market [8][9].