Market Overview - In September 2025, the retail sales of passenger cars in China reached 2.239 million units, a year-on-year increase of 6% and a month-on-month increase of 11%. Cumulatively, retail sales for the year reached 17.004 million units, up 9% year-on-year [1][4] - The wholesale volume of passenger cars in September 2025 was 2.770 million units, representing an 11% increase year-on-year and a 12% increase month-on-month. Year-to-date wholesale volume reached 20.812 million units, up 13% year-on-year [1][9] New Energy Vehicle (NEV) Market - Retail sales of new energy vehicles in September 2025 were 1.307 million units, a 16% increase year-on-year and a 17% increase month-on-month, with a penetration rate of 58.5%. Year-to-date retail sales reached 8.878 million units, up 24% year-on-year [1][4] - Wholesale volume of new energy vehicles was 1.489 million units in September 2025, a 21% increase year-on-year and a 15% increase month-on-month, with a penetration rate of 53.8%. Year-to-date wholesale volume reached 10.433 million units, up 32% year-on-year [1][9] Weekly Sales Trends - The average daily retail sales for the first week of September 2025 were 43,885 units, down 10% year-on-year and down 4% month-on-month [3] - The average daily retail sales for the fifth week of September 2025 surged to 155,000 units, a 43% increase year-on-year and a 48% increase month-on-month [4] Manufacturer Wholesale Trends - The average daily wholesale volume for manufacturers in the first week of September 2025 was 44,000 units, down 5% year-on-year but up 9% month-on-month [8] - The average daily wholesale volume for the fifth week of September 2025 reached 222,360 units, a 57% increase year-on-year and a 37% increase month-on-month [9] Industry Profitability - From January to August 2025, the automotive industry reported a profit margin of 4.5%, with total revenue of 680.49 billion yuan, an 8% year-on-year increase. However, profits decreased by 0.3% year-on-year to 30.35 billion yuan [12] - In August 2025, the automotive industry revenue was 88.56 billion yuan, a 7.5% increase year-on-year, but profits fell by 10% year-on-year to 2.98 billion yuan, indicating a decline in profitability [12] Global Market Share - In the first eight months of 2025, China accounted for 34% of the global automotive market, with 21.1 million units sold, a 12% increase year-on-year [13] - China held a dominant 68% share of the global new energy vehicle market in the same period, with significant growth in both pure electric and plug-in hybrid vehicles [14][16]
【周度分析】车市扫描(2025年9月28日-9月30日)
乘联分会·2025-10-11 09:38