【深度分析】2025年12月份全国乘用车市场深度分析报告

Overall Market - The narrow passenger car production and sales data for December 2025 shows a total production of 2,828,679 units and wholesale of 2,789,661 units, with a retail figure of 2,261,339 units, reflecting a year-on-year decline of 3.3% in production and 9.0% in wholesale [7][10]. - The overall market for narrow passenger cars in 2025 is projected to have a total production of 3,105,971 units, with a wholesale of 2,998,113 units, indicating a year-on-year decrease of 8.9% in production [10][12]. Model Category Market Segmentation - The market share changes among different vehicle categories (sedans, MPVs, SUVs) indicate that sedans accounted for 43.3% of total retail sales, while SUVs held a significant share of 52.1% [13][32]. - The cumulative retail sales for sedans in 2025 reached 10,808,748 units, with a year-on-year decline of 15.1%, while SUVs saw a retail figure of 11,877,769 units, reflecting a growth of 3.8% [13][32]. Country Market Segmentation - The market share changes by country show that German brands have a retail sales figure of 337,323 units in December 2025, with a year-on-year decline of 21.1% [22][24]. - Japanese brands reported a total retail sales of 272,508 units, down 22.6% year-on-year, while domestic brands maintained a strong presence with a total of 1,457,351 units sold, reflecting a year-on-year decline of 11.0% [22][24]. Brand Positioning Market Segmentation - The luxury brand segment, which includes brands like Mercedes-Benz and BMW, has seen a decline in sales, with a year-on-year decrease of 19.5% for SUVs and 15.1% for sedans [32][34]. - Domestic brands have captured a significant market share, with a total retail sales of 1,453,139 units, reflecting a year-on-year decline of 11.2% [29][34]. Price Positioning Market Segmentation - In the price segment analysis, vehicles priced below 10 million yuan saw a retail sales figure of 6,781,938 units, with a year-on-year growth of 6.3%, while the segment priced between 10-20 million yuan experienced a decline of 23.5% [38][39]. - The segment for vehicles priced at 30-40 million yuan reported a retail sales of 1,899,298 units, with a year-on-year decline of 4.1% [38][39].