前10月商用车销348万辆 重卡93万 新能源出口增1.3倍 | 头条

Core Viewpoint - The automotive industry in China is experiencing robust growth, with significant increases in production and sales across various vehicle categories, particularly in the new energy vehicle segment, as companies capitalize on the policy transition period towards the end of the year [1][22]. Production and Sales Overview - In October 2025, China's automotive production and sales reached 3.359 million and 3.322 million units, respectively, marking a month-on-month increase of 2.5% and 3%, and a year-on-year increase of 12.1% and 8.8% [1]. - Cumulatively, from January to October, production and sales totaled 27.692 million and 27.687 million units, reflecting year-on-year growth of 13.2% and 12.4% [1]. Commercial Vehicle Performance - In October, commercial vehicle production and sales were 364,000 and 361,000 units, with year-on-year increases of 25.4% and 21% [2]. - From January to October, commercial vehicle production and sales reached 3.456 million and 3.479 million units, showing year-on-year growth of 10.9% and 9% [4]. Truck Segment Insights - In October, truck production and sales were 314,000 and 311,000 units, with year-on-year increases of 27.6% and 22.1% [6]. - Heavy-duty truck sales reached 106,000 units in October, reflecting a significant year-on-year increase of 60% [5][6]. - For the first ten months, truck production and sales totaled 3.001 million and 3.022 million units, with heavy-duty truck sales growing by 24% year-on-year [8]. Bus Market Trends - In October, bus production and sales were both 50,000 units, with year-on-year increases of 13.3% and 15% [10]. - From January to October, bus production and sales reached 454,000 and 457,000 units, marking year-on-year growth of 12.7% and 13% [12]. Domestic and Export Sales - In October, domestic sales of commercial vehicles were 267,000 units, with a year-on-year increase of 20.2% [13][14]. - For the first ten months, domestic sales of commercial vehicles totaled 2.636 million units, reflecting a year-on-year increase of 8.3% [16]. - In October, commercial vehicle exports reached 94,000 units, with a year-on-year increase of 23.5% [17][19]. New Energy Vehicle Developments - In October, domestic sales of new energy commercial vehicles were 82,000 units, with a year-on-year increase of 52.4% [20]. - From January to October, domestic sales of new energy commercial vehicles totaled 649,000 units, reflecting a year-on-year growth of 60.2% [20]. - New energy commercial vehicle exports reached 6,000 units in October, with a year-on-year increase of 26.7% [21].