【周度分析】车市扫描(2025年12月15日-12月21日)

Market Overview - From December 1 to 21, the national retail sales of passenger cars reached 1.3 million units, a year-on-year decrease of 19%, but a month-on-month increase of 5%. Cumulatively, retail sales for the year reached 22.783 million units, a year-on-year increase of 4% [2] - During the same period, wholesale sales of passenger cars were 1.302 million units, down 23% year-on-year and down 13% month-on-month. Cumulative wholesale sales for the year reached 28.067 million units, a year-on-year increase of 9% [2] New Energy Vehicles - Retail sales of new energy vehicles from December 1 to 21 reached 788,000 units, a year-on-year increase of 1% and a month-on-month increase of 3%. The penetration rate of new energy vehicles in the passenger car market was 60.6%, with cumulative retail sales for the year at 12.26 million units, up 18% year-on-year [2] - Wholesale of new energy vehicles during the same period was 782,000 units, down 10% year-on-year and down 12% month-on-month, with a cumulative wholesale of 14.538 million units, up 25% year-on-year [2] Production Trends - In the first three weeks of December, production of pure fuel light vehicles was 681,000 units, down 25% year-on-year and down 10% month-on-month. Production of hybrid and plug-in hybrid vehicles was 398,000 units, down 19% year-on-year and down 11% month-on-month [3] Retail and Wholesale Trends - Daily average retail sales in the first week of December were 42,000 units, down 32% year-on-year and down 8% month-on-month. In the second week, daily average retail sales were 67,000 units, down 17% year-on-year but up 9% month-on-month. In the third week, daily average retail sales were 77,000 units, down 11% year-on-year and up 9% month-on-month [5][6] - The overall retail trend for December is weak, influenced by the tightening of replacement policies and a cautious attitude from dealers due to previous weak retail performance [6] Export Performance - In November, China exported 810,000 vehicles, a year-on-year increase of 48%, with a total of 7.33 million vehicles exported from January to November, a year-on-year increase of 25% [14] - Exports of new energy vehicles in November reached 350,000 units, a year-on-year increase of 156%, with cumulative exports for the year at 3.01 million units, up 62% year-on-year [14] Battery Market Analysis - In November, the production of power batteries was 176 GWh, a year-on-year increase of 53%. Cumulative production from January to November reached 1,469 GWh, up 46% year-on-year [12] - The proportion of battery installations for electric vehicles reached 53%, with ternary batteries at 50% and lithium iron phosphate batteries at 54% [12] Russian Market Insights - In November, the Russian automotive market saw sales of 142,000 units, a year-on-year decrease of 2%. Cumulative sales from January to November were 1.33 million units, down 21% year-on-year [18] - Chinese brands have increased their market share in Russia to 57.5% as of November, with strategies including local production and supply chain restructuring to adapt to the market [19][20]