Overall Market - June 2025 Production Analysis - In June 2025, the total production of passenger vehicles reached 2,441,000 units, marking a year-on-year increase of 13.3% and a month-on-month increase of 6.1% [3] - Cumulative production from January to June 2025 was 13,246,000 units, reflecting a year-on-year growth of 13.5% [3] Overall Market - June 2025 Retail and Wholesale Sales Analysis - Retail sales in June 2025 reached 2,084,000 units, up 18.1% year-on-year and 7.6% month-on-month, with cumulative retail sales for the year at 10,901,000 units, a 10.8% increase [12] - Wholesale sales in June 2025 hit 2,490,000 units, a 15.1% year-on-year increase and a 7.5% month-on-month increase, with cumulative wholesale sales for the year at 13,279,000 units, up 12.2% [18] New Energy Market - June 2025 Analysis - In June 2025, production of new energy vehicles (NEVs) reached 1,200,000 units, a 28.3% year-on-year increase [20] - Retail sales of NEVs in June 2025 were 1,111,000 units, up 29.7% year-on-year, with cumulative retail sales for the year at 5,468,000 units, a 33.3% increase [21] - NEV wholesale sales in June 2025 reached 1,241,000 units, reflecting a year-on-year growth of 27.0% [21] Market Characteristics in June 2025 - June 2025 saw record highs in retail, wholesale, and production for passenger vehicles, with exports also reaching historical highs [15] - The market experienced a significant increase in the penetration rate of NEVs, reaching 53.3% in June 2025 [24] - The share of domestic brands in the passenger vehicle market was 64.2%, with a year-on-year increase of 5.6% [16] Export Performance - In June 2025, total passenger vehicle exports reached 480,000 units, a year-on-year increase of 23.8% [17] - NEVs accounted for 41.1% of total exports, with a significant year-on-year increase [25] Inventory and Production Dynamics - Overall inventory in the passenger vehicle industry decreased by 150,000 units in June 2025, indicating a positive production and sales balance [19] - The production of passenger vehicles in June 2025 was 2,419,000 units, contributing to a healthy inventory turnover [17] Future Outlook - The market is expected to experience structural differentiation, with traditional fuel vehicle production facing challenges while NEVs continue to grow [30] - The implementation of "old-for-new" policies is anticipated to stimulate further demand in the automotive sector [32]

Group 1 - In May 2025, the export of complete vehicles reached 695,000 units, representing a month-on-month increase of 12% and a year-on-year increase of 22.1% [1] - The export value in May 2025 amounted to $11.99 billion, with a month-on-month growth of 7.4% and a year-on-year growth of 13.7% [1] - From January to May 2025, the total export of complete vehicles was 2.853 million units, showing a year-on-year increase of 16.6% [1] - The total export value during the same period reached $48.9 billion, reflecting a year-on-year increase of 5.3% [1]

Group 1 - NIO Day 2025 has been rescheduled to autumn, with the third-generation ES8 model set to be unveiled during the event. The decision was made after discussions with community users, citing better weather, more venue options, and alignment with product delivery schedules as reasons for the change [1] - In May 2025, China's automotive exports reached $20.67 billion, marking a year-on-year increase of 12.2%. The total automotive import and export value for the month was $25.06 billion, with imports at $4.38 billion and exports at $20.67 billion [2] - Xiaomi's CEO Lei Jun stated that the company will prioritize resolving domestic delivery issues before considering international expansion for its automotive products, with a potential timeline for 2027 [3] - Tesla's domestic sales in June reached 61,000 units, reflecting a month-on-month increase of 59% and a year-on-year increase of 3.7%. The Shanghai Gigafactory delivered 191,000 vehicles in Q2, a 10.98% increase from Q1 [4]

Core Insights - The export volume of Chinese automobiles to Africa reached 222,000 units from January to May 2025, marking a significant year-on-year increase of 67%, with May alone seeing a 104% increase [1][9] - The African automotive market is characterized by a low vehicle ownership rate of approximately 40 vehicles per 1,000 people, indicating substantial growth potential as living standards improve [4][9] - The demand for Chinese vehicles in Africa is diverse, with South Africa, Algeria, Egypt, Nigeria, and Morocco being key markets, and the total export value from China to Africa reaching 599.57 billion yuan, a 20.2% increase [5][9] Group 1: Market Dynamics - The African automotive market is transitioning from a marginal market to a new growth engine for Chinese car manufacturers, with a projected increase in market share from 10% in 2024 to 34% by 2030 [9] - The growth of the Chinese automotive export sector is driven by the increasing acceptance of "Made in China" products, particularly in electric vehicles and engineering machinery [5][9] - The shift in export focus from Europe to Africa is influenced by tightening trade policies in Europe and the saturation of Southeast Asian markets [7][9] Group 2: Strategic Adaptations - Chinese automakers are increasingly establishing local partnerships and manufacturing facilities in Africa to better meet regional demands [6][18] - The export of hybrid and plug-in hybrid vehicles has surged, with plug-in hybrid exports increasing by 1,481% and hybrid vehicle exports by 362% from January to April 2025 [11][12] - Local production strategies are being adopted to enhance service offerings and reduce costs, with many Chinese brands providing extended warranties and local support [17][18] Group 3: Challenges and Opportunities - The lack of reliable electricity and underdeveloped infrastructure poses challenges for the widespread adoption of electric vehicles in Africa [10][12] - Despite these challenges, the African electric vehicle market is projected to grow from $15.8 billion in 2024 to $25.4 billion by 2029, with a compound annual growth rate of 10.2% [12] - The increasing focus on hybrid vehicles aligns with local consumer preferences for cost-effective and practical transportation solutions [15][16]

点 击 蓝 字 关 注 我 们 本文全文共 4479 字，阅读全文约需 15 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载：www.cpcaauto.com 1.本周车市概述 初步统计： 6月1-30日，全国乘用车市场零售203.2万辆，同比去年6月同期增长15%，较上月增长5%，今 年以来累计零售1,084.9万辆，同比增长10%；6月1-30日,全国乘用车厂商批发247.3万辆，同比去年6月同期增 长14%，较上月增长7%，今年以来累计批发1,326.3万辆，同比增长12%。 初步统计： 6月1-30日，全国乘用车新能源市场零售107.1万辆，同比去年6月同期增长25%，较上月增长 4%，全国乘用车新能源市场零售渗透率52.7%，今年以来累计零售542.9万辆，同比增长32%；6月1-30日，全 国乘用车厂商新能源批发125.9万辆，同比去年6月同期增长28%，较上月增长3%，全国乘用车厂商新能源批发 渗透率50.9%，今年以来累计批发646.5万辆，同比增长38%。 2.2025年6月全国乘用车市场零售平稳较强 | | 1-8日 | 9-15日 | 16-22日 | 23-30日 ...

Core Viewpoint - BYD plans to build a new factory in Mexico to employ 10,000 people, but the project faces significant challenges due to political pressures and trade negotiations between Mexico and the U.S. [1][2] Group 1: Factory Plans and Challenges - BYD's new factory in Mexico was initially intended to be a major production base for the company, but the Mexican government has rejected the proposal due to pressure from the U.S. government [1][2] - The construction costs of the new factory are expected to be similar to those of BYD's recently launched factory in Brazil [1] - The Mexican government is cautious about appearing to welcome Chinese companies, as it could negatively impact ongoing trade negotiations with the U.S. [2] Group 2: Sales Performance in Mexico - BYD's sales in Mexico have surged, with approximately 40,000 units sold in 2024, marking a nearly 100-fold increase from the previous year [3] - The company is gaining market share from major automotive manufacturers from Japan, the U.S., and Europe amid rising new car prices in Mexico [3] - BYD aims to double its sales in Mexico to around 80,000 units by 2025, further expanding its presence in the Central and South American markets [3]

Core Viewpoint - Despite challenging operating conditions, Nissan is actively seeking partnerships to explore breakthrough paths, including a new joint venture with Dongfeng Motor Group focused on automotive export business [1][2]. Group 1: Joint Venture and Strategic Moves - Dongfeng Motor Group announced a joint venture with Nissan (China) Investment Co., Ltd. to establish a new company primarily for automotive export, with a registered capital of 1 billion yuan, where NCIC contributes 60% and Dongfeng contributes 40% [1]. - The joint venture aims to leverage both parties' financial resources and supply chain capabilities to export vehicles, parts, and accessories to agreed overseas markets [1]. - Dongfeng has previously established joint ventures with NCIC, indicating a strong mutual interest in expanding export operations [1]. Group 2: Market Strategy and Product Development - At the Shanghai Auto Show, Nissan's China management emphasized a new global strategy, with plans to launch the Dongfeng Nissan N7 and Zhengzhou Nissan Frontier Pro PHEV for overseas sales within a year [2]. - The company aims to achieve significant breakthroughs in exports by utilizing Nissan's global dealer network and implementing differentiated strategies [2]. - Nissan plans to increase its electric vehicle offerings from 8 to 10 models by summer 2027, indicating a commitment to expanding its product lineup in response to market demands [2]. Group 3: Performance Challenges - Nissan's financial performance has deteriorated, reporting a net loss of 670.9 billion yen for the fiscal year ending March 31, 2025, compared to a profit of 426.6 billion yen in the previous fiscal year [2]. - In the Chinese market, Nissan's annual sales have declined from over 1.13 million units in 2021 to 690,000 units in 2024, highlighting the need for strategic shifts to regain market share [2].

Group 1 - Guangzhou achieved automobile exports of 73,500 units from January to May this year, representing a year-on-year increase of 29%, highlighting the growing significance of automobile exports in the city's foreign trade [1] - The city has established three major automotive industry core areas: Huadu, Huangpu, and Panyu, along with three automotive export enterprise clusters in Baiyun, Haizhu, and Nansha [1] - GAC Group, a leading automotive enterprise in Guangzhou, sold 48,000 vehicles in overseas markets during the same period, with its market share of new energy vehicles in Southeast Asia further increasing [1] Group 2 - Guangzhou has implemented special support measures for key automotive export enterprises, providing "one-on-one" services and creating automotive export service bases to promote stable and quality growth in export volumes [1] - The city has established five automotive export bases in Nansha, Panyu, and Baiyun, with plans to build an additional three to four service bases this year to further expand export capacity [1] - The China (Guangzhou) Automotive Export Base, which began operations at the end of March, covers an area of 120,000 square meters and integrates exhibition, warehousing, and port logistics, aiming to enhance export efficiency significantly [1] Group 3 - Guangzhou has launched the third edition of the "Used Car Export Handbook," reassuring nearly 100 existing used car export enterprises in the city [2] - From January to May, the city exported 14,000 used cars, marking a year-on-year increase of 111% [2] - The Guangzhou Municipal Bureau of Commerce anticipates that automobile exports could exceed 200,000 units by 2025, driven by continuous improvements in export policies and the business environment [2]

在2025全球新能源汽车合作发展(上海)论坛上，中国机电产品进出口商会汽车国际化专业委员会秘书长 孙晓红表示，海关数据显示，去年我国汽车出口量达640万辆，按照10%的增速预测，今年我国汽车出 口规模有望达到700万辆。若汽车出口量保持10%以上的增速，到2030年，我国汽车出口量有望达到 1000万辆。(中证金牛座) ...

Group 1 - Guangzhou's automobile exports have continued to show high growth, with 73,500 vehicles exported from January to May, representing a 29% year-on-year increase. In 2024, exports surpassed 154,000 vehicles, with an export value of 18.01 billion yuan, marking increases of 53.1% and 41.2% respectively [1][2] - The city has implemented supportive policies to promote automobile exports, creating a policy guarantee matrix and providing "one-on-one" services to key export enterprises. This includes addressing issues such as fuel vehicle registration restrictions and export tax refund challenges [2][4] - The number of second-hand car export enterprises in Guangzhou has surged from 10 to nearly 100, with second-hand car exports reaching 14,000 units from January to May, a 111% increase, accounting for 51% of Guangdong's total [3][4] Group 2 - Guangzhou has established automobile export service bases, providing up to 10 million yuan in annual funding support for these bases. The bases aim to facilitate a "one-stop" service for automobile exports, enhancing the efficiency and quality of exports [4][5] - The China (Guangzhou) Automobile Export Base opened in March, covering 120,000 square meters and integrating various services across the automobile export supply chain. The base is expected to significantly improve export efficiency [5][6] - Guangzhou's automotive industry aims for a target of 500,000 vehicle exports by 2030, with major companies like GAC Group and XPeng Motors actively expanding their international presence and achieving significant sales growth in overseas markets [6][7]