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7月新势力“成绩单”出炉!零跑首次交付超5万辆摘销冠, 小鹏、小米再创历史新高
Mei Ri Jing Ji Xin Wen· 2025-08-01 11:52
Company Performance - Leap Motor delivered 50,129 vehicles in July, a year-on-year increase of over 126%, with total deliveries from January to July reaching 271,793 vehicles, up 149.8% [1] - XPeng Motors reported 36,717 vehicle deliveries in July, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a historical monthly delivery high [1] - Li Auto delivered 30,731 vehicles in July, with a cumulative delivery of 1,368,541 vehicles as of July 31, 2025 [1][2] - NIO delivered 21,017 vehicles in July, with a total of 135,167 vehicles delivered from January to July [4] - GAC Aion's sales reached 26,557 vehicles in July, with a total of 14,096 self-built fast charging piles [5] - Zeekr reported sales of 44,193 vehicles in July, marking a year-on-year increase of 20% [5] - Avita announced July sales of 10,062 vehicles, a year-on-year increase of 178% [5] New Product Launches - Leap Motor launched several new models in July, including the new C11 and the B01 sedan, with plans for the B05 model [1] - Li Auto's new six-seat electric SUV, the Li i8, was officially launched on July 29, with deliveries starting on August 20 [2] - NIO plans to launch the new ES8 in late August, with deliveries starting in September [4] - Zeekr's brand sales included 16,977 vehicles in July, while Lynk & Co sold 27,216 vehicles [5] Market Overview - The narrow passenger car retail market in July is estimated at around 1.85 million units, with a year-on-year growth of 7.6% and a month-on-month decline of 11.2% [6] - The retail sales of new energy vehicles are expected to reach approximately 1.01 million units, with a penetration rate of 54.6% [6] - The market is supported by the "dual new" policy, which focuses on trade-ins and scrappage updates, maintaining a relatively high level of market activity [6] - Industry analysts expect stable growth in the automotive market, driven by the continuous leadership of the new energy market and regulatory guidance [6]
【月度分析】2025年5月份全国乘用车市场分析
乘联分会· 2025-06-09 08:08
Core Insights - The article highlights the strong performance of the Chinese automotive market in May 2025, with significant year-on-year growth in retail and wholesale sales, driven by favorable policies and market conditions [11][12][13]. Overall Market Analysis - In May 2025, the total production of passenger vehicles reached 2.27 million units, a year-on-year increase of 12.6% [15]. - Retail sales for the same month were 1.93 million units, reflecting a 13.3% increase year-on-year and a 10.1% increase month-on-month [11][12]. - Cumulative retail sales for the first five months of 2025 reached 8.81 million units, up 9.1% compared to the same period last year [11]. New Energy Vehicle (NEV) Market - NEV production in May 2025 was 1.17 million units, a 30.2% increase year-on-year [18]. - NEV retail sales reached 1.02 million units in May, marking a 28.2% year-on-year increase [18]. - The market penetration rate of NEVs in the overall passenger vehicle market reached 52.9% in May [22]. Manufacturer Performance - Domestic brands accounted for 65.2% of retail sales in May, with a year-on-year increase of 8 percentage points [14]. - BYD, Geely, and Chery are among the leading manufacturers in the NEV segment, with significant sales figures [25][26]. - The wholesale volume of NEVs reached 1.22 million units in May, a 33.0% increase year-on-year [19]. Export Trends - In May 2025, total passenger vehicle exports were 448,000 units, a 13.5% year-on-year increase [15]. - NEVs constituted 44.5% of total exports, indicating a growing international demand for Chinese electric vehicles [15][23]. - BYD led the export figures with 84,068 units, followed by Chery and Tesla [23]. Inventory and Production Dynamics - Overall inventory levels decreased by 110,000 units in May, indicating a healthy balance between production and sales [17]. - The production of passenger vehicles in May exceeded wholesale figures by 40,000 units, suggesting strong demand [17]. Market Outlook - The automotive market is expected to maintain its growth trajectory in June 2025, supported by favorable working days and ongoing consumer incentives [28]. - The article emphasizes the importance of the "old-for-new" vehicle replacement policy in driving sales and market activity [12][30].
【乘联分会论坛】5月狭义乘用车零售预计185.0万辆,新能源预计98.0万辆
乘联分会· 2025-05-22 15:09
Core Viewpoint - The Chinese automotive market is experiencing a stable growth trend driven by new policies and increased manufacturer subsidies, with significant retail sales figures reported for April and projections for May indicating a "high before low" sales pattern [2][3][6]. Group 1: April Market Review - In April, the retail sales of narrow passenger vehicles reached 1.755 million units, representing a year-on-year increase of 14.5% but a month-on-month decrease of 9.4% [2]. - New energy vehicle (NEV) retail sales for the month totaled 905,000 units, showing a year-on-year growth of 33.9% and a penetration rate of 51.5%, remaining stable compared to the previous month [2]. Group 2: May Market Outlook - During the "May Day" holiday, car manufacturers implemented promotional policies, leading to sustained terminal demand. However, post-holiday, the market is expected to show a noticeable decline in sales [3]. - The overall discount rate in the market increased to approximately 24.8% in mid-May, with leading manufacturers targeting an 8% year-on-year increase in retail sales for May [4]. Group 3: Weekly Sales Trends - In the first week of May, daily retail sales averaged 41,700 units, reflecting a year-on-year decrease of 10.9%. The second week saw a recovery with daily sales averaging 60,900 units, a year-on-year increase of 30.2% [5]. - The estimated total retail sales for May are projected to be around 1.85 million units, marking an 8.5% year-on-year increase and a 5.4% month-on-month increase, with NEV sales expected to reach 980,000 units and a penetration rate of approximately 52.9% [4][6]. Group 4: Market Dynamics - As of May 11, the number of applications for the vehicle replacement subsidy reached 3.225 million, with 1.035 million for scrapping and 2.19 million for replacement, providing strong support for the automotive market [6]. - The automotive market is expected to maintain a steady upward trend despite complex international conditions, with various promotional strategies being employed by manufacturers during local auto shows [6].
【乘联分会论坛】4月狭义乘用车零售预计175.0万辆,新能源预计90.0万辆
乘联分会· 2025-04-25 08:38
点 击 蓝 字 关 注 我 们 2025年3月在"双新"政策以及地方促消费政策的拉动下延续旺季市场走势,终端需求持续释放,中国汽车 流通协会乘用车市场信息联席分会数据显示,3月狭义乘用车零售193.7万辆,同比14.3%,环比39.9%,处于近 年来较高水平。其中新能源全月零售99.1万,渗透率爬升至51.2%左右水平,市场结构呈现出明显的节后市场 特征。一季度狭义乘用车销量511.7万辆,同比5.8%,新能源销量241.9万,同比36.4%,渗透率47.3%。 4月车市展望 由于"两新"政策的拉动,春节后市场热度较高,各地方也于三月底起密集出台促消费政策,4月上半月整 体车市仍维持3月底人气,同比平稳增长。 一、厂商销售动向 最新调研结果显示,4月月中整体车市折扣率约为23.7%,较3月底略有回收。零售量占总市场近八成的头 部厂商本月零售目标同比去年4月增长7.1%,较上月目标环比降幅约为10%,综合估算本月狭义乘用车零售总 市场约为175万辆左右,同比去年增长14.4%,环比上月-9.8%,新能源零售预计可达90万,渗透率51.4%。 二、周度走势推算 4月第1周恰逢清明假期,日均零售3.49万辆,同比2 ...
【月度排名】2025年2月零售销量排名快报
乘联分会· 2025-03-11 08:39
Core Viewpoint - The domestic narrow passenger car market in China experienced significant retail sales growth in February 2025, with a year-on-year increase of 25.6% despite a month-on-month decline of 26.4% [1][2]. Group 1: Market Performance - In February 2025, retail sales reached 1.382 million units, while cumulative sales for January and February totaled 3.176 million units, reflecting a slight year-on-year growth of 1.1% [1][2]. - The overall market sentiment is stable due to measures aimed at curbing excessive competition and boosting automotive consumption, alongside the implementation of new policies [2]. Group 2: Manufacturer Sales Rankings - In February 2025, BYD led the wholesale sales with 318,233 units, marking a 161.4% increase from February 2024, capturing a market share of 17.8% [3]. - Geely and Chery followed with wholesale sales of 204,910 units (up 83.9%) and 173,604 units (up 26.0%), respectively [3]. - For the cumulative sales in January and February 2025, BYD also topped the list with 614,679 units sold, a 90.4% increase year-on-year [5]. Group 3: Retail Sales Rankings - In February 2025, BYD again led in retail sales with 205,711 units, a 73.2% increase from the previous year, holding a market share of 14.6% [7]. - Geely's retail sales reached 179,990 units, reflecting a 106.8% increase, while FAW-Volkswagen sold 98,100 units, a 5.9% increase [7]. - For the first two months of 2025, Geely and BYD were the top two manufacturers in retail sales, with 419,934 and 405,953 units sold, respectively [9]. Group 4: New Energy Vehicle (NEV) Sales - In February 2025, BYD led the NEV market with 205,711 units sold, a 73.2% increase, capturing 29.2% of the market share [10]. - Geely's NEV sales surged by 197.5% to 93,309 units, while Chery's sales increased by 323.5% to 30,832 units [10][11]. - Tesla China experienced a decline in sales, with 26,777 units sold, down 11.2% from the previous year [11].