点 击 蓝 字 关 注 我 们 2.政策对区域结构的推动分析 本文全文共 1742 字，阅读全文约需 6 分钟 随着经济的发展内需和出口多元化改变了区域车市的结构。在国家"两新"政策促进乘用车内需消费的良 好环境下，2025年全国乘用车市场零售呈现2-9月强，10-11月调整的国内车市分化增长的特殊走势。1、剧烈 分化特征明显。从各地车市环比10月走势变化看，暂停补贴的剧烈下滑，恢复补贴的环比大幅增长；2、补贴 政策鼓励中低端，经济型车回暖，体现了政策的公平。随着"双新"补贴的推动，华北、东北地区的A00级车表 现优秀，大部分地区的A0级电动车也呈现较强增长态势，政策补贴让经济性电动车受益最大是政策公平性的 核心体现，补贴鼓励小微型电动车发展的普及意义重大；3、新能源实现在北方的跟进性加速普及。纯电动车 型在北方省份提升较快，插混近期走势偏弱；4、11月的C级车型走势较强，大空间的大三排车型表现较强。 北京、上海、广东的大型SUV等表现较强。 1.区域市场的走势特征分析 | 总计 | 中部-长江 | 中部-黄河 | 西南 | 西北 | 东部-华南 | 东部-华东 | 东部-华北 | 东北 | | 国内省区 | ...

| 国内省区 | 2017 | 2019 | 2022 | 2023 | 2024年 | | 2025年 | 2025年 | 区域増速 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | से | से | से | स्ट | 汇总 | 9月 | 10月 | 汇总 | 10月 | 25年累 | | 东北 | 143 | 109 | 101 | 122 | 134 | 14 | 11 | 117 | -19% | 11% | | 东部-华北 | 423 | 367 | 332 | 370 | 420 | 41 | 36 | 332 | -23% | 2% | | 东部-华东 | 419 | 385 | 429 | 424 | 440 | 43 | 37 | 339 | - 9% | -2% | | 东部-华南 | 325 | 317 | 328 | 314 | 332 | 37 | 30 | 262 | - 2% | 3% | | 西北 | 192 | 168 | 147 | 187 | 201 | 17 | ...

Core Insights - The report indicates that the domestic passenger car market in China is expected to see a cumulative retail growth of 9% year-on-year by September 2025, driven by economic development and diversified demand [1][2] - A notable trend is the "strong North, weak South" characteristic in the regional car markets, with the northern regions, particularly Northeast and Northwest, showing significant growth [3][4] - The policy support for low-end and economical vehicles has led to a recovery in the A00 and A0 class electric vehicles, highlighting the fairness of the subsidy policies [1][2] Regional Market Trends - The northern regions, especially Northeast and Northwest, are experiencing robust growth, while the southern regions, particularly East China, are facing declines [3][4] - By September 2025, the market share of the northern regions is projected to increase by 5.7% compared to 2022, despite a slight decrease of 0.2% year-on-year [2][3] - The overall market structure is shifting, with the central regions showing better performance than the eastern regions, as evidenced by a 1.1% increase in market share for the central region compared to the previous year [3][4] Policy Impact Analysis - The "Two New" subsidy policies are significantly influencing the regional market structure, encouraging the growth of small and economical electric vehicles [1][2] - The policies have led to a notable performance of A00 class vehicles in North and Northeast China, demonstrating the effectiveness of subsidies in promoting electric vehicle adoption [1][2] Market Structure Changes - The SUV segment is showing strong demand in the central and western regions, while the eastern regions are leaning towards lower-end electric vehicles due to their geographical characteristics [6][7] - The overall structure of the passenger car market is shifting towards SUVs, particularly in mountainous and hilly areas, where demand is higher [6][7] New Energy Vehicle Trends - By September 2025, the penetration rate of new energy vehicles is expected to reach significant levels, with traditional fuel vehicles still holding a substantial market share in the northern and central regions [9][10] - Regions like Hainan and Guangxi are witnessing a rapid increase in the share of new energy vehicles, reaching around 60% [10]