【新能源】2025年8月新能源汽车行业月报

Sales Performance - In August, the total passenger car sales reached 1.985 million units, a year-on-year increase of 0.7% and a month-on-month increase of 7.7% [4] - The new energy vehicle (NEV) market saw sales of approximately 1.096 million units, a year-on-year increase of 8.3% and a month-on-month increase of 12.4%, significantly outperforming the overall market [4] - NEVs accounted for 55.2% of total passenger car sales in August, an increase of 2.2% from the previous month and up 3.9% year-on-year [4] New Energy Market Performance - In August, pure electric vehicle sales were approximately 704,000 units, a year-on-year increase of 20.6% and a month-on-month increase of 15.3% [9] - Plug-in hybrid sales were about 393,000 units, showing a year-on-year decline of 8.4% but a month-on-month increase of 7.5% [9] - Cumulative NEV sales reached 7.347 million units by 2025, with a cumulative year-on-year increase of 24.0% [9] Top Cities for NEV Sales - The top 10 cities accounted for 26.0% of NEV sales, an increase of 0.5% from the previous month [10] - The top three cities for NEV sales were Shanghai, Guangzhou, and Chengdu, with Tianjin replacing Ningbo in the top ten [10] - NEV penetration rates in the top 10 cities exceeded 50%, with Shenzhen leading at 65.2%, followed by Wuhan at 64.8% and Chongqing at 63.4% [10] Pure Electric Market Analysis - The top three segments in the pure electric market were B-SUV (17.0%), A0 class (16.8%), and A00 class (13.0%) [15] - The B-SUV and D-SUV market shares increased by 2.0% and 1.4% respectively, while the A-SUV market share decreased by 2.3% [15] - The C-SUV market share expanded from 3.0% to 6.6% year-on-year, with other segments showing relatively minor changes [15] User Ownership Analysis - In August, personal users accounted for 86.8% of the pure electric market, a year-on-year increase of 27.2%, while unit users accounted for 5.8%, a year-on-year decline of 5.4% [16] - Cumulatively, personal users made up 85.6% of the pure electric market, while unit users accounted for 6.3% [16] Industry Dynamics - Significant events in the NEV sector included the expansion of electronic and electrical architecture technology cooperation between XPeng Motors and Volkswagen Group [20] - GAC Group launched the "Star Source Range Extender" technology, marking its return to the range extender market after over a decade [22] - Geely released the industry's first AI cockpit, indicating a shift towards AI-driven automotive technology [24] Policy and Industry Trends - The State Council issued opinions on the implementation of "Artificial Intelligence +" actions, promoting the integration of AI across various sectors, including the automotive industry [25][29] - The focus on smart connected vehicles and intelligent manufacturing is expected to drive the transformation of the automotive industry towards greater intelligence and connectivity [29]