中汽协方面表示，内需潜力加快释放，对整体车市的表现起到较好的支撑作用。事实上，国内汽车消费潜力加快释放，离不开利好政策的支撑。今年1月8 日，国家发改委、财政部发布的《关于2025年加力扩围实施大规模设备更新和消费品以旧换新政策的通知》（以下简称《通知》）提出，针对汽车领域， 要扩大汽车报废更新支持范围与完善汽车置换更新补贴标准。相比去年的政策，《通知》将部分国四排放标准车型纳入报废换新补贴范围，同时享受报废 换新补贴的新能源乘用车车龄再"年轻"8个月。 今年，我国汽车产销量仅用时4个月便双超千万辆大关的背后，乘用车表现强劲。数据显示，今年前4个月，乘用车产销量分别为876.5万辆和864.1万辆， 同比分别增长14.5%和12.4%。其中，国内乘用车销量为703.2万辆，同比增长14.3%。中汽协相关负责人对北京商报记者表示，与去年同期相比，今年四大 类乘用车品种销量均呈不同程度增长，其中交叉型乘用车销量增速更为显著。 同时，新能源汽车也成为驱动车市整体增量的引擎之一。据统计，今年前4个月，新能源汽车产销量分别为442.9万辆和430万辆，同比分别增长48.3%和 46.2%，其中新能源汽车销量达新车总销量 ...

【环球网财经综合报道】2025年一季度，在政策红利与技术突破的双重加持下，多家车企交出亮眼成绩单。 此外，长安汽车、赛力斯、福田汽车等多家车企一季度归母净利均实现同比增长。一季度汽车市场整体产销两 旺，分别完成756.1万辆和747万辆，同比分别增14.5%和11.2%；行业收入24022亿元，实现利润947亿元。 据不完全统计，16家A股整车上市企业中，10家车企一季度归母净利同比增长，占比达62.5%。头部车企凭借全产 业链布局、智能化赋能及全球化拓展，实现业绩飞跃。 政策红利为市场和企业发展注入强大动力。2025年1月6日，国家发展改革委、财政部下达首批超长期特别国债资 金，支持消费品以旧换新。商务部数据显示，截至4月27日24时，全国汽车以旧换新281.4万辆。中汽协副秘书长 陈士华表示，一季度提振汽车消费政策延续并加速落地，消费市场提质向好，企业产品密集焕新，消费者信心增 强，汽车行业开局良好。（陈十一） 上汽集团作为传统车企转型典范，一季度实现营收1408.6亿元，归母净利润30.2亿元，同比增11.4%；扣非归母净 利润28.5亿元，同比增34.4%。整车销售94.5万辆，终端累计交付超108万 ...

Group 1 - The core viewpoint of the articles highlights the significant subsidies and promotional offers for vehicle replacement, particularly for new energy vehicles and fuel vehicles, which have increased consumer interest and purchasing power [1][3] - The Ministry of Commerce and 14 other departments have launched a plan to promote the replacement of old vehicles with new ones, increasing subsidies for scrapping old cars and purchasing new energy vehicles from 10,000 to 20,000 yuan, and for fuel vehicles from 7,000 to 15,000 yuan [1] - Local governments and car manufacturers are also providing additional subsidies, leading to substantial financial incentives for consumers [1] Group 2 - Hongqi brand has introduced a major promotional campaign called "Hongqi Renewal Season," offering up to 40,000 yuan in replacement subsidies, which can be combined with national and local subsidies, potentially reaching up to 60,000 yuan [1][3] - The campaign includes attractive pricing for PHEV models, such as the Hongqi HS3 PHEV priced at 139,800 yuan, HS7 PHEV at 261,800 yuan, and HQ9 PHEV at 338,800 yuan, along with financing options like "2 years zero interest" and "five years low interest" [3] - Comprehensive service offerings include lifetime free maintenance for PHEV models, free roadside assistance, and free pick-up and delivery services, enhancing the overall customer experience [3][5] Group 3 - The Hongqi brand is set to launch its first super hybrid sedan, the Hongqi H5 PHEV, which is now available for pre-order and will officially launch in mid-April [5] - The brand is also celebrating a milestone of 600,000 cumulative sales with the release of commemorative models for the new Hongqi H5 and HS5 [5] - Overall, Hongqi's initiatives reflect a strong commitment to customer satisfaction and a focus on providing a luxurious and comprehensive service experience [5]

Core Insights - The automotive industry is experiencing a surge in promotional activities during the "May Day" holiday, with various companies offering significant discounts and incentives to boost sales [1][2][3] - The government's "trade-in" policy is having a notable impact, with increased consumer interest in replacing old vehicles, leading to higher sales figures [3][4] - The Shanghai Auto Show showcased a record number of vehicles, with a strong emphasis on new energy vehicles, further stimulating consumer interest and sales [4][5] Promotional Activities - Companies are offering diverse promotional strategies, including cash discounts, free auxiliary driving system usage, and additional perks like car refrigerators [1][2] - Specific examples include Xiaomi's SU7 with a six-month delivery period and Zeekr's 007 GT with discounts up to 56,200 yuan [2] - Traditional automakers like Great Wall Motors are also enhancing their direct sales presence in popular shopping areas, offering at least 20,000 yuan off per vehicle [2] Government Policies - The government has doubled its support for the "trade-in" program to 300 billion yuan, significantly boosting consumer confidence and sales [3] - As of late April, over 2.81 million vehicles have been traded in under this program, indicating strong consumer engagement [3] - Experts predict that the ongoing "trade-in" policies will lead to over 2 million new vehicle purchases this year [4] New Product Launches - The automotive market is witnessing a wave of new product launches, with companies like NIO and Zeekr introducing multiple new models [4][5] - NIO plans to deliver nine new models this year, with significant launches occurring during the Shanghai Auto Show [5] - Traditional manufacturers are also releasing new models, such as Dongfeng's new vehicles, indicating a competitive market landscape [5]

Core Insights - The "2025 Good Car Renewal Season and National Automobile Trade-in Intelligent Service Platform" was launched in Beijing, co-hosted by the China Consumer Quality Safety Promotion Association, Douyin Group, and Dongchedi [1] - The platform offers services for vehicle scrapping, trade-ins, and government subsidies, covering all 31 provinces in China, aiming to maximize consumer benefits [1] Group 1: Platform Features - The platform integrates government, automaker, and platform subsidies, allowing consumers to easily access and claim benefits [1] - It provides a one-stop service for users to upload documents, claim subsidies, sell old cars, and purchase new ones [5] - Users can access the platform through the Dongchedi app, which features advanced search capabilities for subsidy-related queries [5] Group 2: Sichuan Province Experience - Sichuan Province reported 132,000 trade-in applications this year, generating 22 billion yuan in consumption, with a subsidy-to-consumption ratio of 1:13 [3] - The province aims to exceed 290,000 trade-ins in 2024, driving over 50 billion yuan in automotive consumption [3] - Sichuan's policy includes an 8% subsidy on new car prices, with no restrictions on the location of old car transactions or new car registrations [3] Group 3: Promotion and Outreach - The promotion of the trade-in policy includes setting up information points in public areas and conducting training for 927 car dealers [4] - Dongchedi will exclusively handle the trade-in subsidies for 2024 and 2025, with an expected distribution of over 9 billion yuan, benefiting 700,000 users and generating 140 billion yuan in consumption [4] - The event featured Olympic champion Wang Meng as the promotion ambassador for Dongchedi's automotive subsidy initiatives [5]

2025.04. 14 郎学红表示，去年国家统筹安排1500亿元左右超长期特别国债资金，大力支持大规模设备更新与消 费品以旧换新，由于政策逐层落地后时间相对较长，最终这笔专项基金实际上还有所结余。今年国家 继续安排3000亿元超长期特别国债用于支持消费品以旧换新，而政策落地更早，有望更大程度上激 发市场活力。"方案的核心在于在稳住产品类消费的同时，更大力度释放服务类消费需求，增加优质 服务消费的供给。相较于汽车产品等实物性消费，服务类消费领域蕴含着巨大的发展潜能，亟待通过 高质量供给的精准投放来激活。" 本文字数：1517，阅读时长大约3分钟 作者 | 第一财经 武子晔 汽车消费再迎利好政策。4月12日上午，"上海商务"官微发布消息称，为进一步做好2025年本市汽车 以旧换新工作，将汽车置换更新补贴范围扩大至外牌旧车。 "去年就有一些省市出台这样的政策，即在何处购买就享受何处的购车补贴政策，且很多地方对报废 或转让车辆的牌照归属地并不限制。地方政府出台此类政策的目的十分明确，就是吸引周边省市的消 费者将购车消费落地到政策出台地，从中也可以看出各地对促消费的重视程度，通过此类政策吸引周 边消费者到当地购买。"中 ...

在国家促进内需的政策导向下，乘用车市场稳内需的效果将持续体现。 汽车消费再迎利好政策。4月12日上午，"上海商务"官微发布消息称，为进一步做好2025年本市汽车以 旧换新工作，将汽车置换更新补贴范围扩大至外牌旧车。 郎学红认为，美国关税政策对中国汽车生产消费影响不大。一方面，从中国生产的汽车对美国直接出口 量较少，仅约10万辆左右，且主要是跨国公司在中国制造的产品进行的出口，自主品牌出口到美国市场 的销量几乎是可以忽略不计的；另一方面，我国汽车零部件对美出口占比约15%，虽有一定直接影响， 但这部分以售后零部件为主，对国内汽车工业整体影响不大。此外，我国汽车产业对进口依赖度较低， 国内供应链能够满足需求，因此进口关税增加等反制措施的直接影响也较小。 乘联分会数据显示，今年3月乘用车市场零售194.0万辆，同比增长14.4%，环比增长40.2%；今年一季度 累计零售512.7万辆，同比增长6.0%，扭转了近10年的3月零售增速偏低的特征。乘联分会报告称，上海 车展的如期举办、各地促消费政策的实施以及"五一"小长假出游消费，将成为推动国内汽车消费的催化 剂和触发点。在国家促进内需的政策导向下，乘用车市场稳内需的效 ...

4月1 2日，"上海商务"官微发布消息称，为进一步做好2 0 2 5年汽车以旧换新工作， 上海将汽 车置换更新补贴范围扩大至外牌旧车。 补贴范围最新扩大至外牌旧车 最高1 . 5万元 个人消费者新车购买日期以本市汽车销售机构开具的《机动车销售统一发票》载明的开票日 期为准，应当介于2 0 2 5年1月1日起至2 0 2 5年1 2月3 1日之间；新车注册登记日期以《机动车登 记证书》上载明的注册登记日期为准，应当介于2 0 2 5年1月1日起至2 0 2 6年1月1 0日之间。 其中明确，自2 0 2 5年1月1日至2 0 2 5年1 2月3 1日，个人消费者购买1 0万元以上（含）（以《机 动车销售统一发票》上载明的金额为准，下同）的新能源小客车新车， 且在规定期限内转让 （不含变更，下同）本人名下在外省市登记的小客车，给予一次性1 . 5万元定额补贴 。 自2 0 2 5年1月1日至2 0 2 5年1 2月3 1日，个人消费者购买1 0万元以上（含）国六b排放标准的燃 油小客车新车，且在规定期限内转让本人名下在外省市登记的符合条件的燃油小客车，给予 一次性1 . 3万元定额补贴。 政策实施期间，每名个人消 ...