皮卡出口：2025年7月皮卡出口达到2.3万辆，环比下降13%，同比增长13%的增速仍较好，近几个月皮卡出口环比下滑较大。2024年皮卡出口占总销量 的45%，2025年7月达到56%，2025年1-7月达到55%，中国自主皮卡出口提升较好。皮卡作为国际化车型，已成为我国商用车出口中的最强品类。部分 皮卡企业抓住出口机遇实现强势增量，如江淮汽车、比亚迪(002594.SZ)、上汽大通、长安汽车、长城汽车等的出口规模都很大，很多皮卡厂商出口占 各自皮卡总销量的一半以上。 一、皮卡市场总体分析 1、历年皮卡市场逐月走势 智通财经APP获悉，崔东树发文称，2025年7月份皮卡市场销售4.1万辆，同比增长2%，环比下降15%，处于近5年的中位水平；1-7月份皮卡市场销售 34.8万辆，同比增长11%。 7月份，长城汽车(601633.SH)持续保持皮卡市场领军地位，国内外表现均很好。受出口拉动，长城汽车、上汽大通、郑州日产、长安汽车(000625.SZ) 和江淮汽车表现较强。在国内皮卡零售市场，长城汽车、江铃汽车、郑州日产和江西五十铃等表现较好，国内"皮卡一超三强"格局继续保持。 皮卡市场的主力区域以西南、西北为主， ...

Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, focusing on production, sales, exports, and the emerging segment of electric pickups, indicating a robust demand and potential for future expansion [2][3][4]. Production and Sales - In March 2025, the national pickup production reached 56,000 units, a year-on-year increase of 10.7%, with a total production of 132,000 units in the first quarter, up 9.4% year-on-year [2]. - March 2025 saw pickup sales of 58,000 units, marking a 13.1% year-on-year increase and a 33.5% month-on-month increase, the highest level in five years. Total sales for the first quarter were 137,000 units, up 6.8% year-on-year [2]. - The leading companies in the domestic pickup retail market include Great Wall Motors, Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2]. Regional Demand - The main sales regions for pickups are concentrated in the Southwest and Northwest, accounting for approximately 48% of total demand in March 2025. The demand in these regions is notably strong [2]. - The article suggests that with the adjustment in the real estate market and the return of migrant workers, there is significant potential for domestic demand growth in the pickup market, particularly in the central and northern regions [2]. Export Performance - In 2024, the total export of pickups reached 233,000 units, representing a growth rate of 76%. In March 2025, exports were 24,000 units, up 20% year-on-year and 22% month-on-month [3]. - The export share of pickups reached 45% of total sales in 2024, with March 2025 seeing an export share of 42%. The first quarter of 2025 also recorded an export share of 45% [3]. - The article notes that the international demand for pickups has been bolstered by a supply gap from international manufacturers, leading to a strong growth trajectory for Chinese pickup exports [3]. New Energy Pickups - In 2024, the sales of new energy pickups reached 12,500 units, a year-on-year increase of 59%. In March 2025, sales were 2,700 units, up 219% year-on-year and 25% month-on-month [4]. - The first quarter of 2025 saw cumulative sales of new energy pickups at 6,200 units, reflecting a growth of 187% [4]. - The article emphasizes the growing market for electric pickups, with companies like Geely and Changan making significant contributions to sales, indicating a shift towards electrification in the commercial vehicle sector [4].