产业运行 | 2025年10月汽车工业产销情况

Core Viewpoint - The automotive industry in China is experiencing robust growth, with significant increases in production and sales, particularly in the passenger vehicle and new energy vehicle (NEV) segments, as companies capitalize on the end-of-year policy transition window [1][10][11]. Group 1: Overall Automotive Production and Sales - In October, automotive production and sales reached 3.359 million and 3.322 million units, respectively, with month-on-month increases of 2.5% and 3%, and year-on-year increases of 12.1% and 8.8% [11]. - From January to October, total automotive production and sales were 27.692 million and 27.687 million units, reflecting year-on-year growth of 13.2% and 12.4% [11]. Group 2: Domestic Sales Performance - In October, domestic automotive sales were 2.657 million units, with a month-on-month increase of 3.2% and a year-on-year increase of 5.8% [12]. - For the first ten months, domestic sales totaled 22.072 million units, marking an 11.7% year-on-year increase [12]. Group 3: Export Trends - In October, automotive exports reached 666,000 units, with a month-on-month increase of 2.1% and a year-on-year increase of 22.9% [17]. - From January to October, total automotive exports were 5.616 million units, reflecting a year-on-year growth of 15.7% [17]. Group 4: Passenger Vehicle Market - In October, passenger vehicle production and sales were 2.995 million and 2.961 million units, respectively, with month-on-month increases of 3.3% and 3.6%, and year-on-year increases of 10.7% and 7.5% [23]. - For the first ten months, passenger vehicle production and sales reached 24.237 million and 24.209 million units, with year-on-year growth of 13.5% and 12.9% [23]. Group 5: New Energy Vehicles (NEVs) - In October, NEV production and sales were 177.2 million and 286.6 million units, respectively, with year-on-year growth of 21.1% and 20% [57]. - From January to October, NEV production and sales totaled 13.015 million and 12.943 million units, reflecting year-on-year growth of 33.1% and 32.7% [57]. Group 6: Key Enterprises Performance - The top fifteen automotive groups sold a total of 25.582 million units from January to October, with a year-on-year increase of 12.5%, accounting for 92.4% of total automotive sales [76]. - BYD, SAIC, and Geely were among the top three companies, with respective sales of 370.2 thousand, 355.1 thousand, and 292.6 thousand units in October [76].