【乘联分会论坛】2025年12月乘用车区域市场流向分析

Core Viewpoint - The article discusses the structural changes in the Chinese automotive market driven by economic development, government policies, and regional performance, highlighting a significant divergence in market growth across different regions, particularly between northern and southern China [2][4]. Regional Market Analysis - The Chinese automotive market is experiencing a "north strong, south weak" trend, with northern regions, especially Northeast and Northwest, showing robust growth, while southern regions lag behind [3][5]. - In December 2025, the market share of northern regions decreased by 7.3 percentage points compared to the previous year, indicating a complex market structure influenced by subsidy policies [3][4]. - The overall retail volume in 2025 is projected to reach 2,337 billion, with a notable increase in A00 and A0 class electric vehicles in northern regions due to government subsidies [2][3]. Policy Impact on Market Structure - The "Two New" subsidy policy has significantly benefited low-end and economic vehicles, promoting the growth of A00 and A0 class electric vehicles, particularly in the North and Northeast regions [2][5]. - The subsidy policies have led to a notable increase in the market share of electric vehicles, with northern regions showing a 4.9 percentage point increase in market share compared to 2022 [4][5]. Vehicle Class Market Structure Changes - The SUV segment is experiencing strong growth, particularly in the central and western regions, while the demand for sedans is more pronounced in the eastern regions [7][8]. - The market share of SUVs in the western regions is significantly higher due to geographical factors, with a strong demand for SUVs in mountainous and hilly areas [7][8]. New Energy Vehicle Structure Analysis - By 2025, the penetration rate of new energy vehicles is expected to increase, with pure electric vehicles showing significant growth, especially in northern regions [8][9]. - In regions like Hainan and Guangxi, the market share of new energy vehicles is approaching 60%, indicating a strong growth trend [9][10]. Brand Structure Changes in the Automotive Market - The article indicates that the brand structure within the automotive market is evolving, with a focus on economic vehicles benefiting from government subsidies, while high-end vehicles face challenges in sustaining growth [10][11].