【新能源】2025年9月新能源乘用车厂商批发销量快讯

Core Viewpoint - The article predicts a strong performance in the new energy vehicle (NEV) market for September 2025, driven by favorable policies and new product launches, with an estimated wholesale volume of 1.5 million units, representing a 22% year-on-year increase and a 16% month-on-month increase [2][6]. Market Overview - September 2025 has 22 working days, similar to the same period last year, providing ample production and sales time. The market is expected to be more active due to the timing of the Mid-Autumn Festival coinciding with the National Day holiday [1]. - The Ministry of Industry and Information Technology (MIIT) has implemented measures to regulate competition in the NEV industry, leading to noticeable improvements in market conditions [1]. Sales Performance - The NEV market is showing a recovery in popularity, aided by trade-in policies and local incentives, with a notable increase in sales momentum as new models are launched [1]. - Major manufacturers such as Geely, Changan, and NIO have reported record high wholesale volumes for September, contributing to a structural growth in the market [2]. Wholesale Volume Data - According to the latest data from the China Passenger Car Association, the wholesale volume of NEVs in August 2025 reached over 1 million units, accounting for 93.5% of total NEV sales for that month. The estimated wholesale volume for September is projected to be 1.5 million units [2][6]. - Cumulative wholesale volume for NEVs from January to September 2025 is 10.446 million units, reflecting a 32% year-on-year growth [2]. Manufacturer Performance - The top manufacturers in NEV wholesale volumes for September include: - SAIC Motor: 354,890 units - Xpeng Motors: 349,749 units - Li Auto: 339,951 units - Others include brands like NIO, Geely, and Changan, all showing strong performance [5].