产业运行 | 2025年10月汽车工业产销情况简析

Core Viewpoint - The automotive market in China is experiencing robust growth, with significant increases in production and sales across various segments, including passenger vehicles, commercial vehicles, and new energy vehicles, driven by new product launches and policy adjustments [1][3][4]. Production and Sales Data - In October 2025, 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% [3]. - From January to October 2025, 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% [4]. Passenger Vehicle Segment - In October 2025, passenger vehicle production and sales were 2.995 million and 2.961 million units, with month-on-month increases of 3.3% and 3.6%, and year-on-year increases of 10.7% and 7.5% [6]. - For the first ten months of 2025, passenger vehicle production and sales totaled 24.237 million and 24.209 million units, showing year-on-year growth of 13.5% and 12.9% [7]. Commercial Vehicle Segment - In October 2025, commercial vehicle production and sales were 364,000 and 361,000 units, with month-on-month declines of 3.3% and 1.9%, but year-on-year increases of 25.4% and 21% [9]. - From January to October 2025, commercial vehicle production and sales reached 3.456 million and 3.479 million units, with year-on-year growth of 10.9% and 9% [11]. New Energy Vehicle Segment - In October 2025, new energy vehicle production and sales were 1.772 million and 1.715 million units, reflecting year-on-year growth of 21.1% and 20% [10]. - For the first ten months of 2025, new energy vehicle production and sales totaled 13.015 million and 12.943 million units, with year-on-year increases of 33.1% and 32.7% [10]. Export Data - In October 2025, automotive exports reached 666,000 units, with a month-on-month increase of 2.1% and a year-on-year increase of 22.9% [12]. - From January to October 2025, total automotive exports were 5.616 million units, showing a year-on-year growth of 15.7% [13]. Domestic Sales - In October 2025, domestic automotive sales were 2.657 million units, with month-on-month growth of 3.2% and year-on-year growth of 5.8% [14]. - For the first ten months of 2025, domestic sales totaled 22.072 million units, reflecting a year-on-year increase of 11.7% [14].