【地方市场】2025年10月北京汽车市场分析

New Car Transaction Situation - In October, Beijing's new car transactions reached 56,900 units, a month-on-month decrease of 12.32% and a year-on-year increase of 2.94%. The month-on-month growth rate is 15.32 percentage points lower than the national average, and the year-on-year growth rate is 5.86 percentage points lower than the national average [4][21]. - From January to October, the cumulative new car transactions in Beijing totaled 543,500 units, a year-on-year decrease of 2.36%, significantly lower than the national growth rate of 14.76 percentage points [4][21]. Imported Car Sales Situation - In October, Beijing's imported car transactions were 1,853 units, with a month-on-month decrease of 24.55% and a year-on-year decrease of 23.68% [8][11]. - From January to October, the cumulative imported car transactions in Beijing were 23,500 units, reflecting a year-on-year decline of 20.67% [8]. New Energy Vehicle Sales Situation - In October, Beijing's new energy vehicle transactions totaled 36,900 units, a month-on-month decrease of 11.82% but a year-on-year increase of 23.86%, accounting for 64.92% of the total new car transactions [13][21]. - From January to October, the cumulative new energy vehicle transactions in Beijing reached 327,800 units, a year-on-year increase of 17.53%, representing 60.32% of the total new car transactions [13]. Used Car Transaction Situation - In October, the number of used car transactions in Beijing was 51,100 units, with a month-on-month decrease of 17.9% and a year-on-year decrease of 2.49%, resulting in a new-to-old car ratio of 1:0.9 [19][21]. - From January to October, the cumulative used car transactions in Beijing were 552,200 units, showing a year-on-year increase of 0.49%, with a new-to-old car ratio of 1:1.02 [19]. Market Trends and Outlook - The October new car market in Beijing showed a significant cooling, attributed to pre-holiday consumption and holiday breaks, with a notable decrease in sales compared to September [21]. - The new energy vehicle segment remains dominant, supported by new purchase indicators and subsidy policies, although there is a consistent decline in the month-on-month sales [21]. - The imported car market continues to shrink, with sales significantly lower than the overall market, indicating pressure from new energy and domestic high-end brands [21]. - The used car market also experienced a downturn, but an increase in the external migration rate to 39.79% suggests improved circulation value in other regions, which may alleviate local dealer inventory pressure [18][21]. - Anticipation of a sales peak before year-end due to expiring tax exemptions and subsidies may lead to a short-term surge in November, but a subsequent slowdown is expected, particularly for new energy vehicles [21].