产业运行 | 2025年11月汽车工业产销情况
中汽协会数据·2025-12-11 06:25

Core Viewpoint - The automotive industry in China continues to show strong performance in November, with production and sales maintaining a rapid pace, particularly in the new energy vehicle (NEV) sector, which has seen significant growth [1]. Group 1: Overall Automotive Production and Sales - In November, automotive production reached 3.532 million units and sales reached 3.429 million units, marking a historical high with a month-on-month increase of 5.1% and 3.2%, respectively, and a year-on-year increase of 2.8% and 3.4% [9]. - From January to November, total automotive production and sales were 31.231 million and 31.127 million units, reflecting year-on-year growth of 11.9% and 11.4% [9]. Group 2: Domestic Sales - In November, domestic automotive sales were 2.701 million units, showing a month-on-month increase of 1.7% but a year-on-year decrease of 4.4% [12]. - For the first eleven months, domestic sales totaled 24.783 million units, with a year-on-year increase of 9.7% [12]. Group 3: Export Performance - November saw automotive exports reach 728,000 units, a month-on-month increase of 9.3% and a year-on-year increase of 48.5%, marking the first time exports exceeded 700,000 units in a month [17]. - From January to November, total automotive exports were 6.343 million units, reflecting a year-on-year growth of 18.7% [17]. Group 4: New Energy Vehicles (NEVs) - In November, NEV production and sales were 1.88 million and 1.823 million units, respectively, with year-on-year growth of 20% and 20.6% [54]. - For the first eleven months, NEV production and sales reached 14.907 million and 14.78 million units, with year-on-year growth of 31.4% and 31.2% [54]. Group 5: Key Enterprises and Market Concentration - In the first eleven months, the top fifteen automotive groups sold a total of 28.772 million units, a year-on-year increase of 11.3%, accounting for 92.4% of total automotive sales [74]. - The top fifteen NEV groups sold 14.072 million units, a year-on-year increase of 32.6%, representing 95.2% of total NEV sales [76].