产业运行 | 2025年9月汽车工业产销情况

Core Viewpoint - The automotive industry in China is experiencing a positive trend with significant growth in production and sales, driven by policies such as the vehicle trade-in program and the introduction of new models by companies [1][12][62]. Group 1: Overall Automotive Production and Sales - In September, automotive production and sales reached 3.276 million and 3.226 million units respectively, marking a month-on-month increase of 16.4% and 12.9%, and a year-on-year increase of 17.1% and 14.9% [12]. - From January to September, total automotive production and sales were 24.433 million and 24.436 million units, reflecting year-on-year growth of 13.3% and 12.9% [12][13]. Group 2: Domestic Sales Performance - In September, domestic automotive sales were 2.574 million units, with a month-on-month increase of 14.6% and a year-on-year increase of 13.4% [13]. - For the first nine months, domestic sales totaled 19.414 million units, showing a year-on-year increase of 12.5% [13][38]. Group 3: Export Performance - In September, automotive exports reached 652,000 units, with a month-on-month increase of 6.7% and a year-on-year increase of 21% [18]. - From January to September, total automotive exports were 4.95 million units, reflecting a year-on-year growth of 14.8% [18][19]. Group 4: New Energy Vehicles (NEVs) - In September, NEV production and sales reached 1.617 million and 1.604 million units respectively, with year-on-year growth of 23.7% and 24.6% [62]. - For the first nine months, NEV production and sales were 11.243 million and 11.228 million units, showing year-on-year growth of 35.2% and 34.9% [62][69]. Group 5: Key Enterprises and Market Concentration - The top fifteen automotive groups sold a total of 22.476 million units from January to September, with a year-on-year increase of 12.9%, accounting for 92.3% of total automotive sales [78]. - The top fifteen NEV groups sold a total of 10.666 million units, reflecting a year-on-year growth of 36.8%, representing 95% of total NEV sales [80].