产业运行 | 2025年12月汽车工业产销情况简析

Core Viewpoint - The automotive market is experiencing a slowdown in the fourth quarter of 2025, with consumers waiting for the new policies in 2026, leading to increased inventory pressure and a decrease in production pace, contrary to the traditional year-end surge [1] Production and Sales Summary - In December 2025, automotive production and sales reached 3.296 million and 3.272 million units, respectively, representing a month-on-month decline of 6.7% and 4.6%, and a year-on-year decline of 2.1% and 6.2% [3] - For the entire year of 2025, automotive production and sales totaled 34.531 million and 34.400 million units, showing a year-on-year growth of 10.4% and 9.4% [4] Passenger Vehicle Summary - In December 2025, passenger vehicle production and sales were 2.879 million and 2.847 million units, with month-on-month declines of 8.4% and 6.3%, and year-on-year declines of 4.2% and 8.7% [6] - For 2025, passenger vehicle production and sales reached 30.270 million and 30.103 million units, reflecting a year-on-year increase of 10.2% and 9.2% [7] New Energy Vehicle Summary - In December 2025, new energy vehicle production and sales were 1.718 million and 1.710 million units, with year-on-year growth of 12.3% and 7.2% [8] - For the year 2025, new energy vehicle production and sales totaled 16.626 million and 16.490 million units, marking a year-on-year increase of 29% and 28.2% [8] Commercial Vehicle Summary - In December 2025, commercial vehicle production and sales were 416,000 and 425,000 units, with month-on-month increases of 7.4% and 8.5%, and year-on-year increases of 15.5% and 15.3% [9] - For the year 2025, commercial vehicle production and sales reached 4.261 million and 4.296 million units, showing a year-on-year growth of 12% and 10.9% [10] Export Summary - In December 2025, automotive exports reached 753,000 units, with a month-on-month increase of 3.5% and a year-on-year increase of 49.2% [13] - For the entire year of 2025, automotive exports totaled 7.098 million units, reflecting a year-on-year growth of 21.1% [14] Domestic Sales Summary - In 2025, domestic automotive sales amounted to 27.302 million units, representing a year-on-year increase of 6.7% [15] - In December 2025, domestic automotive sales were 2.519 million units, with a month-on-month decline of 6.7% and a year-on-year decline of 15.6% [16]