6月6日，懂车帝联合中汽数据共同发布《2025汽车以旧换新消费洞察报告》显示，2025年一季度，全国 乘用车以旧换新购车类别市场总量达到279.3万辆，同比增长100.2万辆。用户调研显示，超70%受访者 认为补贴增强了购车意愿。(智通财经) ...

久违的"高增长"背后，一点不简单！ 中国汽车市场已经很久没有如此高歌猛进了。各家上市车企2025年以来纷纷发力，市场激烈竞争下，经销商也只能陪太子读书，全面跟进。 5月11日，中国汽车流通协会乘用车市场信息联席分会（简称"乘联分会"）发布最新数据显示，4月中国乘用车市场零售175.5万辆，同比增长14.5%，环比 下降9.4%，成为仅次于2018年4月181万辆的历史同期第二高位。 01 今年以来，中国乘用车零售销量已累计达687.2万辆，同比增长7.9%。中汽协统计数据则显示，1-4月，中国汽车产销量已经双双超过1000万辆大关。 与此同时，4月新能源乘用车市场零售90.5万辆，同比增长33.9%，环比下降8.7%；新能源车国内零售渗透率达51.5%，环比增长0.4个百分点，为年内新 高；1-4月累计零售332.4万辆，增长35.7%，是推动中国汽车产销增长的主要动力。 乘联分会秘书长崔东树指出，由于今年国家"以旧换新"政策启动早，补贴政策一步到位，年初市场增长较好，价格战因此相对温和，行业内卷状态因市场 增长而改善，今年4月零售同比增速是近十年正常年份同期的"最高增速"。 02 《汽车K线》从商务部获悉， ...

Core Insights - The implementation of the vehicle trade-in policy has led to over 10 million subsidy applications since its launch in 2024, with 3.225 million applications specifically for 2025, indicating a significant market opportunity for automotive dealers [1] - The number of vehicle replacements is more than double that of scrapped vehicles, highlighting the importance for dealers to capitalize on this trend to boost sales performance [1] Group 1: Factors Influencing Trade-in Business - Companies should design internal policies that reward high-performing teams to stimulate consumer spending and drive new car sales growth [3] - It is essential to clarify the business value and positioning of the trade-in service as a derivative of new car sales [3] - Effective operational management is crucial, including monitoring the planning, goal setting, and execution of the trade-in process [3] Group 2: Customer Interaction and Service - Sales consultants must focus on gathering information from trade-in customers, including vehicle details and customer needs, to inform subsequent service and negotiation strategies [4] - 4S dealerships can provide a one-stop service for trade-in and new car purchase, leveraging brand credibility and certified appraisers [4] - During vehicle assessment, it is important for appraisers to involve customers in the process to build trust and manage expectations [5] Group 3: Pricing and Negotiation Strategies - When evaluating a used vehicle, considerations should include the sales method (wholesale or retail) and the profit margin to determine the acquisition limit [5] - In the negotiation phase, sales staff should present the assessment results clearly and be prepared for price negotiations, collaborating with appraisers and new car sales consultants to facilitate the transaction [5]

Group 1 - The implementation of the vehicle trade-in policy has led to a significant increase in the number of vehicles being scrapped, with 322.5 million applications for subsidies by May 11, 2025, and 103.5 million vehicles scrapped, accounting for nearly one-third of the total [2][3] - The number of scrapped vehicles reached 7.872 million in 2024, a year-on-year increase of 70.7%, with over 2.92 million vehicles scrapped and more than 3.7 million vehicles replaced, generating over 920 billion yuan in sales [3] - The current trend shows that many vehicles with low mileage and good condition are being scrapped due to the higher subsidies offered, raising concerns about the waste of still-valuable vehicles [4][5] Group 2 - Industry experts have differing opinions on the scrapping of relatively new vehicles, with some arguing that older vehicles are often outdated in design and energy efficiency, while others believe that vehicles around ten years old still have significant value and should not be scrapped prematurely [5][6] - The recycling industry for scrapped vehicles is still in its early stages, with many reusable parts being treated as waste, indicating a need for improved standards and practices in the dismantling process [6][7] - There is potential for exporting scrapped vehicles to markets with high demand, such as Southeast Asia and Africa, where older vehicles may still hold value, suggesting a need for policy optimization regarding the export of used vehicles [8]

Core Viewpoint - The article discusses the expansion of the vehicle trade-in program in 2025, highlighting the eligibility for subsidies and tax exemptions for consumers who trade in old vehicles for new energy vehicles or certain fuel vehicles. Group 1: Trade-in and Tax Policies - Consumers can enjoy both the trade-in subsidy and vehicle purchase tax exemption when trading in eligible old vehicles for new energy vehicles or fuel vehicles with an engine capacity of 2.0 liters or less [1] - The trade-in subsidy is a one-time fixed amount provided to consumers who scrap qualifying old vehicles and purchase new vehicles listed in the tax exemption catalog [1] Group 2: Documentation and Eligibility - For consumers who obtain partial documentation for vehicle scrapping in one year and complete it in the following year, the subsidies will be calculated based on the year when all required documents are obtained [2] - The required documents include the vehicle scrapping recovery certificate, vehicle cancellation certificate, unified invoice for vehicle sales, and vehicle registration certificate [2] Group 3: Tax Calculation for New Energy Vehicles - The purchase date for tax exemption on new energy vehicles is determined by the date on the unified invoice or customs tax payment document, not the contract date [4] - For "battery swap" mode new energy vehicles, the tax calculation price is based on the price of the vehicle excluding the battery, as indicated on the invoice [5] Group 4: Tax Filing Process - Consumers can file vehicle purchase tax online using electronic invoices that include the "motor vehicle sales unified invoice" label, without needing to provide a printed version unless there are issues with the electronic invoice [6]

Core Insights - The 2025 Qingdao International Auto Show, themed "Moving Upward, Leading the Future," showcases over 90 global automotive brands and nearly 1,000 models, with more than 60% being new energy vehicles, reflecting the industry's shift towards electrification and smart technology [1][3][9] Industry Trends - The integration of new energy and smart technology is reshaping product forms, consumption patterns, and industry structures, with significant representation from brands like BYD, NIO, and XPeng, marking a notable increase in the scale of new energy vehicle displays [3][4] - The event features 24 press conferences on the opening day, highlighting new models and strategic releases from various brands, indicating a competitive landscape focused on innovation and market presence [3][4] Technological Innovations - The exhibition emphasizes smart technology not only in vehicles but also through AI robots and interactive experiences, enhancing visitor engagement and showcasing advancements in automotive technology [7][9] - Major automakers, including BMW, Mercedes-Benz, and Volkswagen, present multiple electric and hybrid models equipped with advanced driver assistance systems, reflecting the industry's commitment to innovation [5][9] Policy and Market Dynamics - Qingdao's "old-for-new" vehicle replacement policy, combined with first-time car purchase subsidies, has stimulated significant automotive consumption, with reported figures of approximately 5.213 billion yuan in sales and 35,700 vehicles traded in under the program [10] - The ongoing exemption of purchase tax for new energy vehicles until December 31, 2025, further incentivizes consumer adoption, with additional discounts leading to comprehensive savings exceeding 40,000 yuan for certain models [10] Regional Impact - The Qingdao International Auto Show serves as a critical engine for regional consumption and a reflection of China's automotive market transformation, driven by local policy initiatives and national strategic frameworks [9][10] - The event reinforces Qingdao's status as one of China's top five auto shows, showcasing the city's innovative capabilities in artificial intelligence and its role in the automotive industry's evolution [9][11]

齐鲁晚报·齐鲁壹点 张雪 5月12日，中国汽车工业协会发布最新数据显示，2025年1至4月，我国汽车产销量分别完成1017.5万辆和1006万辆，同比分别增 长12.9%和10.8%。这是我国汽车产销量历史上首次在前4个月双双突破1000万辆。 新能源车贡献超四成 市场格局加速重构 新能源汽车成为本轮增长的核心驱动力。1至4月，新能源汽车产销量分别完成442.9万辆和430万辆，同比分别增长48.3%和 46.2%，占新车总销量的42.7%。这一数据不仅展示了新能源汽车的市场渗透力，也标志着绿色出行理念已深度融入中国消费市 场。 新能源汽车的快速增长得益于多重因素。政府出台的购置税减免、充电基础设施建设补贴等产业扶持政策，为行业发展提供了 制度保障。同时，比亚迪、蔚来等本土品牌通过技术创新，持续优化电池续航和智能驾驶辅助等核心技术，显著提升了产品竞 争力。此外，消费者对环保出行方式的认可度不断提高，80后、90后群体中，超过60%的受访者表示新能源汽车是购车首选。 自主品牌强势崛起 市场份额突破七成 1-4月，中国品牌乘用车销量达594万辆，同比增长27.4%，市场份额攀升至68.7%，较去年同期提升8.1个 ...

宏观日报 | 2025-05-13 关注关税战后行业进出口变化 中观事件总览 生产行业：中美关税战告一段落。 1）中美发布《中美日内瓦经贸会谈联合声明》。美方承诺取消根据2025年4月8 日第14259号行政令和2025年4月9日第14266号行政令对中国商品加征的共计91%的关税，修改2025年4月2日第 14257号行政令对中国商品加征的34%的对等关税，其中24%的关税暂停加征90天，保留剩余10%的关税。相应地， 中方取消对美国商品加征的共计91%的反制关税；针对美对等关税的34%反制关税，相应暂停其中24%的关税90天， 剩余10%的关税予以保留。中方还相应暂停或取消对美国的非关税反制措施。。2）据商务部，截至目前，2025年汽 车以旧换新补贴申请量达322.5万份。自2024年汽车以旧换新政策实施以来，累计补贴申请量已突破1000万份。汽 车以旧换新政策有效促进汽车消费持续回升，今年1—4月，国内乘用车零售量687.2万辆，同比增长7.9% 服务行业：关注金融业"补降"。 1）近期中小银行正加速"补降"。据不完全统计，4月起已有哈密市商业银行、聊 城沪农商村镇银行、海伦惠丰村镇银行、福建华通银行等 ...

Group 1 - The core viewpoint of the article highlights that China's automotive industry has achieved a historic milestone, with both production and sales exceeding 10 million units for the first time in history during the first four months of the year [2][3] - In the first four months of this year, China's automotive production reached 10.175 million units, while sales totaled 10.06 million units, representing year-on-year growth of 12.9% and 10.8% respectively [3] - New energy vehicles (NEVs) have seen significant growth, with production and sales reaching 4.429 million and 4.3 million units respectively, marking year-on-year increases of 48.3% and 46.2%, and accounting for 42.7% of total new car sales [3] Group 2 - The export of automobiles in the first four months reached 1.937 million units, reflecting a year-on-year increase of 6%, while NEV exports surged to 642,000 units, up 52.6% [3] - The China Automotive Industry Association noted that macroeconomic policies have positively influenced the automotive market, contributing to stable growth [5] - China's automotive production and sales have maintained the world's leading position for 16 consecutive years, with production rising from approximately 2.07 million units in 2000 to surpassing Japan in 2009 [5]

2.中国汽车工业协会公布的数据显示，今年1至4月份，我国汽车产销量分别完成1017.5万辆和1006万 辆，同比分别增长12.9%和10.8%。其中，新能源汽车产销量分别完成442.9万辆和430万辆，同比分别增 长48.3%和46.2%，新能源汽车新车销量达到汽车新车总销量的42.7%。 3.中国信通院数据显示，2025年3月，国内市场手机出货量2276.5万部，同比增长6.5%，其中，5G手机 1942.4万部，同比增长9.5%，占同期手机出货量的85.3%。1-3月，国内市场手机出货量6967.0万部，同 比增长3.3%，其中，5G手机6104.3万部，同比增长8.2%，占同期手机出货量的87.6%。 海外要闻： 1.美东时间周一，纽约股市三大股指12日大幅上涨，截至当天收盘，道琼斯工业平均指数比前一交易日 上涨1160.72点，收于42410.10点，涨幅为2.81%；标准普尔500种股票指数上涨184.28点，收于5844.19 点，涨幅为3.26%；纳斯达克综合指数上涨779.43点，收于18708.34点，涨幅为4.35%。大型科技股多数 上涨，亚马逊涨超8%，Meta涨超7%，苹果、特斯拉涨超 ...