Group 1: Market Overview - From October 1 to 26, the national passenger car market retail sales reached 1.613 million units, a year-on-year decrease of 7% compared to the same period last year, and a month-on-month decrease of 4%. Cumulative retail sales for the year reached 18.621 million units, a year-on-year increase of 8% [2][6] - During the same period, wholesale sales of passenger cars reached 1.871 million units, a year-on-year decrease of 1% and a month-on-month decrease of 5%. Cumulative wholesale sales for the year reached 22.718 million units, a year-on-year increase of 12% [2][10] - The retail penetration rate for new energy vehicles (NEVs) was 55.9%, while the wholesale penetration rate was 55.2% [3] Group 2: New Energy Vehicle Performance - Retail sales of NEVs from October 1 to 26 reached 901,000 units, a year-on-year increase of 0% and a month-on-month decrease of 8%. Cumulative retail sales for the year reached 9.771 million units, a year-on-year increase of 22% [2][3] - Wholesale sales of NEVs during the same period reached 1.034 million units, a year-on-year increase of 4% and a month-on-month decrease of 5%. Cumulative wholesale sales for the year reached 11.48 million units, a year-on-year increase of 29% [2][3] Group 3: Monthly Sales Trends - Daily average retail sales for the first week of October were 44,000 units, a year-on-year decrease of 18% and a month-on-month decrease of 5%. The second week saw an increase to 85,000 units, a year-on-year increase of 7% and a month-on-month increase of 38% [5][9] - The third week recorded daily average retail sales of 63,000 units, a year-on-year decrease of 3% and a month-on-month decrease of 2%. The fourth week saw 69,000 units, a year-on-year decrease of 9% and a month-on-month decrease of 22% [6][10] Group 4: Inventory and Production Insights - As of September 2025, the inventory of the national passenger car industry was 3.28 million units, an increase of 120,000 units from the previous month and 260,000 units from the same month last year [11] - The production of pure fuel light vehicles from October 1 to 26 was 827,000 units, a year-on-year increase of 4% but a month-on-month decrease of 9%. The production of hybrid and plug-in hybrid vehicles was 516,000 units, a year-on-year decrease of 7% but a month-on-month increase of 10% [3][10] Group 5: Export Performance - From January to September 2025, China exported 5.71 million vehicles, a year-on-year increase of 21%. In September alone, exports reached 763,000 units, a year-on-year increase of 26% [12][15] - The export of NEVs during the same period reached 2.32 million units, a year-on-year increase of 52%, significantly higher than the 22% growth rate in the same period of 2024 [12][15]
【周度分析】车市扫描(2025年10月20日-10月26日)
乘联分会·2025-10-29 10:15