来源：中国汽车报 本报记者 赵建国 中国汽车工业协会发布的最新产销数据显示，10月，汽车出口66.6万辆，环比增长2.1％，同比增长 22.9％；1～10月，汽车出口561.6万辆，同比增长15.7％。"出口增速比国内产销增速更快。"中国汽车 工业协会副秘书长陈士华说。 一个不容置疑的事实是，目前中国汽车市场已经从增量竞争转为存量竞争，"内卷"的行业生态说明，接 下来很难再有新的蛋糕可供分享了。而海外业务对车企来说，将不再是锦上添花，或将成为新增长极。 这从近期车企发布的海外市场销量占比以及营收情况也可看出，越来越多中国车企海外业务的重要性愈 加凸显。中国汽车工业协会专务副秘书长魏文清最近撰文称，到2030年，中国品牌汽车海外销量将接近 1000万辆。 销量占比不断实现新突破 最新数据显示，中国车企尤其是头部车企的出口销量不仅持续增长，而且在总销量中的占比也不断攀 升。今年1～10月，奇瑞海外市场累计销量为106万辆，同比增长13％，占总体销量的46％，比例与上年 同期基本持平，保持了稳健向好态势。 比亚迪的销量数据显示，2024年，比亚迪海外销量为41.72万辆，占总销量的比重为9.8％。今年1～10 月， ...

Core Viewpoint - Chinese automakers are expected to rise in the global automotive rankings over the next five years, potentially placing five companies among the top ten by 2030, driven by advancements in electric vehicle (EV) technology and production capacity [1][4]. Group 1: Market Position and Predictions - By 2030, significant changes in the automotive industry are anticipated, with indications of a major transformation already underway [1]. - BYD and Geely are currently ranked fifth and tenth globally in terms of vehicle deliveries, with BYD delivering 4.27 million vehicles and Geely 3.34 million in the previous year [3]. - Emerging EV manufacturers like Xiaomi, Xpeng, and Leap Motor have seen substantial sales growth, attracting consumers away from traditional brands like Tesla [1][4]. Group 2: Production and Export Trends - China's automotive production accounts for over 30% of the global total, with three out of every five electric vehicles sold globally purchased by Chinese consumers [4]. - Over 70% of the batteries used in global electric vehicles are produced by Chinese companies, with CATL and BYD leading in production capacity [4]. - In the first ten months of 2025, China's automotive exports reached 5.62 million units, marking a year-on-year increase of 15.7% [4]. Group 3: Future Growth and Challenges - Analysts suggest that while the growth rate of Chinese automotive exports may slow in the coming years, an overall increase is still expected [4]. - The profitability of Chinese EV manufacturers in overseas markets can be significantly higher, with profit margins reaching 20,000 RMB per vehicle, four times that of the domestic market [5]. - The automotive industry is projected to achieve an annual sales volume of 40 million vehicles during the "14th Five-Year Plan" period, with substantial growth potential [5].

Group 1: Retail Sales Performance - From November 1 to 23, the national retail sales of passenger cars reached 1.384 million units, a year-on-year decrease of 11% compared to the same period last year, and a 2% decline compared to the previous month. Cumulatively, retail sales for the year reached 20.64 million units, a year-on-year increase of 6% [1][4] - The average daily retail sales for the first week of November were 46,000 units, down 19% year-on-year and down 4% from the previous month [2] - The average daily retail sales for the second week of November were 67,000 units, down 9% year-on-year and down 7% from the previous month [3] Group 2: Wholesale Sales Performance - From November 1 to 23, the wholesale volume of passenger cars reached 1.69 million units, a year-on-year decrease of 8%, but an 8% increase compared to the previous month. Cumulatively, wholesale sales for the year reached 25.464 million units, a year-on-year increase of 11% [1][7] - The average daily wholesale volume for the first week of November was 52,000 units, down 22% year-on-year but up 48% from the previous month [5] - The average daily wholesale volume for the second week of November was 79,000 units, down 5% year-on-year and down 4% from the previous month [6] Group 3: New Energy Vehicle Market - From November 1 to 23, the retail sales of new energy vehicles reached 849,000 units, a year-on-year increase of 3% and an 8% increase compared to the previous month. Cumulatively, retail sales for the year reached 10.998 million units, a year-on-year increase of 20% [1] - The wholesale volume of new energy vehicles reached 995,000 units, a year-on-year increase of 4% and a 13% increase compared to the previous month. Cumulatively, wholesale sales for the year reached 13.051 million units, a year-on-year increase of 27% [1] Group 4: Inventory and Market Outlook - As of the end of October 2025, the inventory of passenger cars in the industry was 3.41 million units, an increase of 130,000 units from the previous month and an increase of 440,000 units from October 2024 [8] - The current inventory level supports an estimated sales period of 44 days, which is relatively moderate compared to previous years [8] - The market outlook for November shows a 64% optimism level among manufacturers, indicating a cautious but positive sentiment towards future sales [8] Group 5: Battery Market Analysis - In October, the total production of power and other batteries reached 171 GWh, a year-on-year increase of 49%. Cumulatively, the production from January to October was 1,293 GWh, a year-on-year increase of 45% [9] - The market for lithium batteries is characterized by strong competition, with CATL and BYD being the dominant players. The market share of lithium iron phosphate batteries has seen significant growth [11] Group 6: International Market Dynamics - In October 2025, the Russian automotive market saw sales of 183,000 units, a year-on-year decrease of 8% but a month-on-month increase of 35%. Cumulatively, sales from January to October reached 1.19 million units, a year-on-year decrease of 23% [12] - Chinese brands have significantly increased their market share in Russia, with local sales surpassing export volumes, indicating a successful strategy in navigating complex international relations [12]

Group 1: Market Overview - From November 1 to 23, the national retail sales of passenger cars reached 1.384 million units, a year-on-year decrease of 11% compared to the same period last year, and a 2% decrease compared to the previous month. Cumulatively, retail sales for the year reached 20.64 million units, a year-on-year increase of 6% [2][6] - During the same period, wholesale sales of passenger cars by manufacturers totaled 1.69 million units, a year-on-year decrease of 8% but an 8% increase compared to the previous month. Year-to-date wholesale sales reached 25.464 million units, a year-on-year increase of 11% [2][10] Group 2: New Energy Vehicles - Retail sales of new energy vehicles from November 1 to 23 reached 849,000 units, a year-on-year increase of 3% and an 8% increase compared to the previous month. Year-to-date retail sales reached 10.998 million units, a year-on-year increase of 20% [2][6] - Wholesale sales of new energy vehicles during the same period totaled 995,000 units, a year-on-year increase of 4% and a 13% increase compared to the previous month. Year-to-date wholesale sales reached 13.051 million units, a year-on-year increase of 27% [2][10] Group 3: Market Trends and Consumer Behavior - The retail performance in early November was weak due to last year's strong market performance, leading to lower growth rates this year. However, compared to the same period in 2023, there was still a 14% increase in sales [6][7] - Consumer sentiment remains relatively stable, but the tightening of trade-in and scrapping subsidy policies has led to a cautious market outlook, with many consumers adopting a wait-and-see attitude [6][7] Group 4: Inventory and Production Analysis - As of the end of October 2025, the inventory of passenger cars in the industry was 3.41 million units, an increase of 130,000 units from the previous month and 440,000 units from October 2024. This indicates a seasonal inventory buildup [11] - The production of new energy vehicles saw fluctuations, with inventory levels rising from 620,000 units in September to 730,000 units in October, although this is still below peak levels [11][12] Group 5: Battery Market Insights - In October, the production of power and other batteries reached 171 GWh, a year-on-year increase of 49%. Cumulatively, from January to October, the production reached 1,293 GWh, a year-on-year increase of 45% [12] - The market for lithium batteries is characterized by strong competition, with CATL and BYD holding significant market shares. The share of lithium iron phosphate batteries has surpassed that of BYD since 2024 [13]

智通财经APP获悉，乘联会秘书长崔东树发文称，2025年10月俄罗斯汽车销量达到18.3万辆的水平，同比下降8%，环比9月增35%。1-10月俄罗斯车市的 累计销量119万辆，同比下降23%。2023年中国出口俄罗斯100万辆车，自主的俄罗斯市场销量48万辆，销量是中国自主出口量的48%。2024年中国出口俄 罗斯128万辆车，自主的俄罗斯市场销量107万辆，自主的俄罗斯市场销量是中国自主出口量的84%。2025年1-10月中国出口俄罗斯45万辆车，自主品牌俄 罗斯销量68.5万辆，当地销量是中国出口的152%，终于实现了大幅去库存的走势。 面对俄罗斯的复杂环境，自主品牌多生孩子好打架的战略意义重大。自主品牌的整车官方车口，平行出口、绕道出口、本地化建厂、合资组装等各种模式 齐上阵，大量的品牌群狼作战，实现了很好的效果。规范出口对俄罗斯是不适合的，尤其我们面对是俄罗斯的针对性干扰措施，一定要在复杂的国际关系 下发挥群众优势，实现创新式发展。 中国车企在在俄罗斯加速本土化生产与供应链重构，多项举措改善状态。首先是针对俄罗斯进口关税阶梯式上调深化KD组装模式，建立区域生产基地。 通过本地化生产规避关税并缩短交付周 ...

Group 1 - China's automobile exports reached 5.616 million units in the first ten months of this year, a year-on-year increase of 15.7%, with export value at 798.39 billion yuan, up 14.3% [2] - New energy vehicles (NEVs) have significantly contributed to this growth, with over 2 million units exported, marking a 90.4% increase year-on-year [2] - In the first nine months, China's automobile exports surpassed Japan's by 1.6 times, with 4.95 million units compared to Japan's 3.06 million units [2] Group 2 - China has become the world's largest automobile exporter, surpassing Japan for two consecutive years, with expectations to maintain this lead through 2025 [3] - In Southeast Asia, Chinese NEVs are gaining market share, with significant sales growth in countries like Thailand, where NEV sales reached 9,107 units in September, a 99% increase [3] - In Europe, Chinese automobile registrations exceeded 430,000 units in the first eight months, a 74% increase, with brands like BYD and Chery gaining traction [4] Group 3 - Chinese brands captured 65% of the retail market share in the domestic market in the first ten months, a 5.5 percentage point increase year-on-year [4] - Japanese automakers are facing challenges due to a 25% tariff on imported vehicles imposed by the U.S. government, leading to significant profit declines among major Japanese car manufacturers [5] - Nissan reported the highest net loss of 221.9 billion yen (approximately 10.17 billion yuan) in the first half of the 2025 fiscal year [5]

Core Viewpoint - China's automobile exports have reached a new peak, with significant growth driven by the export of new energy vehicles (NEVs) [3][4]. Group 1: Export Performance - In the first ten months of 2025, China exported 5.616 million vehicles, a year-on-year increase of 15.7%, with export value reaching 798.39 billion yuan, up 14.3% [3]. - NEVs have shown remarkable performance, with cumulative exports exceeding 2 million units, marking a 90.4% year-on-year increase [3]. - China's automobile export volume has consistently surpassed Japan's, with a current export volume 1.6 times that of Japan [3][4]. Group 2: Market Dynamics - In Southeast Asia, Chinese NEVs are gaining market share, with companies like BYD and GAC establishing factories in key markets such as Thailand and Indonesia [4]. - In September, the sales of pure electric vehicles (BEVs) in Thailand reached 9,107 units, a 99% increase year-on-year, surpassing the sales of fuel vehicles for the first time [4]. - In Europe, the registration of Chinese vehicles has exceeded 430,000 units in the first eight months, a 74% increase year-on-year, with BYD surpassing Suzuki in sales [5]. Group 3: Competitive Landscape - Chinese brands have captured 65% of the retail market share in the domestic market, an increase of 5.5 percentage points year-on-year [5]. - Japanese automakers are facing challenges due to a 25% tariff on imported vehicles imposed by the U.S. government, leading to a significant decline in profits across major Japanese car manufacturers [6].

临近2025年末，中国汽车出口量再度攀上高峰。中国汽车工业协会数据显示，今年前10个月，中国汽车 出口561.6万辆，同比增长15.7%，汽车出口额7983.9亿元，同比增长14.3%。其中，新能源汽车表现尤 为亮眼，今年累计出口超200万辆，同比增长90.4%，创下历年来出口新高。 在欧洲区域，中国汽车彰显出强大的冲劲。今年前8个月，中国汽车在欧洲的注册量已经超过43万辆， 同比增长74%。其中，比亚迪的销量超过铃木，奇瑞欧萌达销量超过三菱。 乘联分会分析指出，中国新能源汽车出口向西欧的销量明显提升。今年前9个月，中国新能源汽车出口 总量前三的国家中，比利时排行首位，累计销量约20.27万辆；英国排行第三位，累计销量约13.37万 辆。 在多家中国车企出口规划中，欧洲已被纳入重要版图。目前，比亚迪、奇瑞已在欧洲当地建设汽车工 厂，广汽、吉利、小鹏等车企均在欧洲设立研发中心。根据杰弗瑞集团预测，到2028年，中国品牌预计 将占欧洲汽车产量的6%。 在全球汽车销量最大的中国市场，今年前10个月，中国自主品牌零售市场份额已达65%，较去年同期增 长5.5个百分点。10月，中国自主品牌零售份额68.7%，同比增长3 ...

临近2025年末，中国汽车出口量再度攀上高峰。中国汽车工业协会数据显示，今年前10个月，中国汽车 出口561.6万辆，同比增长15.7%，汽车出口额7983.9亿元，同比增长14.3%。其中，新能源汽车表现尤 为亮眼，今年累计出口超200万辆，同比增长90.4%，创下历年来出口新高。 在欧洲区域，中国汽车彰显出强大的冲劲。今年前8个月，中国汽车在欧洲的注册量已经超过43万辆， 同比增长74%。其中，比亚迪的销量超过铃木，奇瑞欧萌达销量超过三菱。 乘联分会分析指出，中国新能源汽车出口向西欧的销量明显提升。今年前9个月，中国新能源汽车出口 总量前三的国家中，比利时排行首位，累计销量约20.27万辆；英国排行第三位，累计销量约13.37万 辆。 中国汽车出口量已连续2年超过日本。 中汽协副秘书长陈士华表示，汽车出口增速比国内产销增速稍快，汽车出口已经连续3个月超过60万 辆，其中今年前10个月，新能源汽车出口首超200万辆，新能源是拉动当前汽车出口的重要因素，去年 新能源汽车月均出口量约10万辆，今年月均出口量约20万辆，实现翻倍增长。 在新能源汽车驱动下，中国汽车出口量节节攀升。今年1～9月，中国汽车出口量达49 ...

Core Insights - In October 2025, China's new energy vehicle (NEV) exports reached 256,000 units, marking a month-on-month increase of 15.4% and a year-on-year increase of 99.9% [1] - From January to October 2025, NEV exports totaled 2.014 million units, reflecting a year-on-year growth of 90.4% [1] Group 1: Overall Automotive Exports - In October 2025, total automotive exports amounted to 666,000 units, with a month-on-month increase of 2.1% and a year-on-year increase of 22.9% [3] - From January to October 2025, total automotive exports reached 5.616 million units, showing a year-on-year growth of 15.7% [3] Group 2: Passenger Vehicle Exports - In October 2025, passenger vehicle exports were 571,000 units, with a month-on-month increase of 2.1% and a year-on-year increase of 22.8% [5] - From January to October 2025, passenger vehicle exports totaled 4.773 million units, reflecting a year-on-year growth of 16.4% [5] Group 3: Commercial Vehicle Exports - In October 2025, commercial vehicle exports reached 94,000 units, with a month-on-month increase of 1.8% and a year-on-year increase of 23.5% [6] - From January to October 2025, commercial vehicle exports totaled 843,000 units, showing a year-on-year growth of 11.6% [6] - In October 2025, new energy commercial vehicle exports were 6,000 units, with a month-on-month increase of 20.6% and a year-on-year increase of 26.7% [6]