产业运行 | 2025年9月汽车工业产销情况简析

Core Viewpoint - The automotive market in China is experiencing steady growth, driven by favorable macroeconomic policies and a strong domestic demand, with production and sales growth rates remaining above 10% for five consecutive months [1]. Production and Sales Data - In September 2025, automotive production and sales reached 3.276 million and 3.226 million units, respectively, with month-on-month increases of 16.4% and 12.9%, and year-on-year increases of 17.1% and 14.9% [3]. - Passenger vehicle production and sales in September 2025 were 2.9 million and 2.859 million units, showing month-on-month growth of 16% and 12.5%, and year-on-year growth of 15.9% and 13.2% [4]. - From January to September 2025, passenger vehicle production and sales totaled 21.241 million and 21.246 million units, reflecting year-on-year growth of 13.9% and 13.7% [5]. - Total automotive production and sales from January to September 2025 were 24.333 million and 24.363 million units, with year-on-year growth of 13.3% and 12.9% [6]. New Energy Vehicles - In September 2025, new energy vehicle production and sales reached 1.617 million and 1.604 million units, with year-on-year growth of 23.7% and 24.6% [7]. - From January to September 2025, new energy vehicle production and sales were 11.243 million and 11.228 million units, marking year-on-year growth of 35.2% and 34.9% [7]. Commercial Vehicles - In September 2025, commercial vehicle production and sales were 376,000 and 368,000 units, with month-on-month growth of 19.3% and 16.3%, and year-on-year growth of 27.7% and 29.6% [8]. - From January to September 2025, commercial vehicle production and sales totaled 3.091 million and 3.117 million units, reflecting year-on-year growth of 9.4% and 7.8% [9]. Domestic and Export Sales - Domestic automotive sales from January to September 2025 reached 19.414 million units, with a year-on-year increase of 12.5% [11]. - Automotive exports in the same period totaled 4.95 million units, showing a year-on-year growth of 14.8% [12]. - In September 2025, automotive exports were 652,000 units, with month-on-month growth of 6.7% and year-on-year growth of 21% [13]. - Domestic sales in September 2025 were 2.574 million units, with month-on-month growth of 14.6% and year-on-year growth of 13.4% [14].