据中国汽车工业协会分析， 10 月，在商用车主要品种中，与上月相比，客车和货车产销均呈不同程度下降；与去 年同期相比，客车和货车产销均呈不同程度增长 。 2025 年 10 月， 商用车产销分别完成 36.4 万辆和 36.1 万辆，环比分别下降 3.3% 和 1.9% ，同比分别增长 25.4% 和 21% 。 2025 年 10 月， 客车产销均完成 5 万辆，环比分别下降 8.8% 和 11.2% ，同比分别增长 13.3% 和 15% 。在客车细 分品种中，与上月相比，中型客车产销呈两位数增长，其他两大类客车品种产销呈不同程度下降；与去年同期相比， 2025 年 1-10 月， 商用车产销分别完成 345.6 万辆和 347.9 万辆，同比分别增长 10.9% 和 9% 。 中型客车产销呈不同程度下降，其他两大类客车品种产销呈不同程度增长 。 2025 年 1-10 月， 客车产销分别完成 45.4 万辆和 45.7 万辆，同比分别增长 12.7% 和 13% 。在客车细分品种中， 与去年同期相比，三大类客车品种产销均呈不同程度增长 。 2025 年 10 月， 货车产销分别完成 31.4 万辆和 3 ...

Core Viewpoint - The commercial vehicle market in China shows a mixed performance in August 2025, with a decline in production and sales compared to the previous month, but an increase compared to the same period last year [1][4][8]. Group 1: Commercial Vehicle Performance - In August 2025, commercial vehicle production and sales reached 315,000 and 316,000 units respectively, with month-on-month increases of 5.9% and 3.4%, and year-on-year increases of 16.4% and 16.3% [3]. - From January to August 2025, commercial vehicle production and sales totaled 2.713 million and 2.744 million units, reflecting year-on-year growth of 7.1% and 5.2% [5]. Group 2: Bus Performance - In August 2025, bus production and sales both reached 45,000 units, with month-on-month increases of 3.4% and 7.4%, and year-on-year increases of 18.7% and 11.6% [4]. - Despite a slight decline in overall bus production and sales, other bus categories showed varying degrees of growth [6]. Group 3: Truck Performance - In August 2025, truck production and sales were 270,000 and 272,000 units, with month-on-month increases of 6.3% and 2.7%, and year-on-year increases of 16% and 17.1% [8]. - From January to August 2025, truck production and sales reached 2.362 million and 2.393 million units, with year-on-year growth of 6.5% and 4.5% [8].

Core Viewpoint - The commercial vehicle market in China is experiencing a mixed performance in April 2025, with a decline in production and sales for buses and trucks compared to the previous month, while showing slight growth compared to the same period last year [1][3]. Group 1: Commercial Vehicle Performance - In April 2025, commercial vehicle production and sales reached 362,000 and 367,000 units respectively, representing a month-on-month decline of 16% and 17.9%, but a year-on-year increase of 1.3% and 2.7% [1]. - From January to April 2025, commercial vehicle production and sales totaled 1.41 million units and 1.418 million units, reflecting a year-on-year growth of 4.1% and 2% [1]. Group 2: Bus Performance - In April 2025, bus production and sales both stood at 45,000 units, with month-on-month declines of 9.9% and 16.1%, and year-on-year decreases of 0.2% and 0.6% [3]. - For the first four months of 2025, bus production and sales reached 169,000 units, showing a year-on-year increase of 5.9% and 6.9% [3]. Group 3: Truck Performance - In April 2025, truck production and sales were 317,000 and 323,000 units respectively, with month-on-month declines of 16.8% and 18.2%, while year-on-year growth was recorded at 1.5% and 3.2% [3]. - From January to April 2025, truck production and sales totaled 1.242 million and 1.249 million units, indicating a year-on-year increase of 3.9% and 1.4% [4].