产业运行 | 2025年12月汽车工业产销情况

Core Viewpoint - The Chinese automotive industry is projected to achieve record production and sales in 2025, with a total of 34.53 million vehicles produced and 34.40 million sold, marking a year-on-year growth of 10.4% and 9.4% respectively, maintaining its position as the world's largest automotive market for 17 consecutive years [12][18]. Group 1: Overall Production and Sales - In 2025, the automotive industry will produce and sell 34.53 million and 34.40 million vehicles respectively, achieving a historical high and surpassing 30 million units for three consecutive years [12][18]. - The passenger vehicle market is expected to grow steadily, contributing significantly to overall market growth, while commercial vehicles are projected to recover with over 10% growth, exceeding 4 million units [12][18]. - The export of automobiles is anticipated to exceed 7 million units, with new energy vehicle exports reaching 2.615 million units, showcasing strong resilience in foreign trade [12][18]. Group 2: Passenger Vehicle Market - In 2025, passenger vehicle production and sales will surpass 30 million units, with total production at 30.27 million and sales at 30.10 million, reflecting year-on-year growth of 10.2% and 9.2% respectively [29]. - The market share of Chinese brand passenger vehicles is close to 70%, with sales reaching 20.936 million units, a year-on-year increase of 16.5% [31]. - New energy passenger vehicles are expected to outperform traditional fuel vehicles, with significant growth across various price segments [32][41]. Group 3: Commercial Vehicle Market - The commercial vehicle market is projected to show a recovery, with production and sales reaching 4.261 million and 4.296 million units respectively, reflecting year-on-year growth of 12% and 10.9% [53]. - The sales of heavy-duty trucks are expected to grow by 27%, while light-duty trucks will see a 6.5% increase [54]. - The market for commercial vehicles will benefit from both domestic demand and export growth, with a notable increase in new energy commercial vehicle penetration [53]. Group 4: New Energy Vehicles - In 2025, new energy vehicle production and sales will exceed 16 million units, with production at 16.626 million and sales at 16.490 million, marking year-on-year growth of 29% and 28.2% respectively [72][74]. - The domestic sales of new energy vehicles are projected to reach 13.875 million units, with a year-on-year increase of 19.8% [77]. - New energy vehicles will account for over 50% of total vehicle sales, with significant contributions from both passenger and commercial segments [86]. Group 5: Key Enterprises and Export Situation - The top fifteen automotive groups in China will account for 92.3% of total vehicle sales, with a combined sales volume of 31.741 million units, reflecting a year-on-year growth of 9.1% [94]. - In 2025, the export of commercial vehicles is expected to exceed 1 million units for the first time, with a total of 1.06 million units exported, marking a year-on-year increase of 17.2% [67]. - The export of new energy vehicles is projected to reach 2.615 million units, doubling from the previous year, indicating a strong international competitive position [87].