"最近一两周，跟我们所有的电池厂商老板都喝过酒了！"11月6日晚，小鹏汽车董事长何小鹏在接受 《每日经济新闻》记者采访时，对当下动力电池的产能现状颇为感慨。 据《每日经济新闻》记者了解，今年四季度，我国动力电池厂商的产能供给趋紧，产能利用率处于高 位，车企纷纷出招"抢"电池，无论是三元锂电池，还是磷酸铁锂电池。 车fans创始人孙少军表示："最近，供应链配货是大问题，尤其是像宁德时代这样的核心供应商。各汽 车品牌要货时间特别紧张，现在都是拼人脉的时候了。" 此外，还有媒体报道称，数家中国车企的采购人士，集中到宁德时代总部销售办公室"堵门"，以期锁定 电池产能。对此，《每日经济新闻》记者向宁德时代方面求证，但截至发稿，未获置评。 新能源车订单增长 车企现"囤电池"大战 有业内分析认为，今年以来，我国新能源汽车销量持续走高，市场对后市预期乐观，同时叠加四季度是 传统销售旺季，以及受新能源汽车购置税减免政策调整等多方因素的影响，导致出现车企的"囤电池"大 战。 中汽协数据显示，今年1~10月，我国新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比增长逾 三成；10月，新能源汽车月度新车销量更是首次超过 ...

Core Insights - In October, China's passenger car retail sales reached approximately 2.242 million units, showing a year-on-year decline of 0.8% and a month-on-month decline of 0.1% [1] - The cumulative retail sales for the year reached about 19.25 million units, reflecting a year-on-year growth of 7.9% [1] Group 1: Market Performance - The October car market performance was relatively mild, not reaching the previously expected "hot" scenario, primarily driven by the replacement purchase group [1] - The tightening of "old-for-new" subsidy policies in some regions led to differentiated sales growth across areas, preventing a sustained increase in October sales [1] Group 2: Brand Performance - In October, domestic brands achieved retail sales of approximately 1.55 million units, a year-on-year increase of 4%, capturing a domestic retail market share of 68.7%, up 3 percentage points year-on-year [2] - The cumulative market share of domestic brands for the first ten months of the year was 65%, an increase of 5.5 percentage points compared to the same period last year [2] - Major domestic groups like SAIC, Dongfeng, Changan, Chery, and BAIC saw a combined year-on-year sales growth of 17% in October [2] Group 3: Export Growth - In October, China's automobile exports reached 828,000 units, marking a year-on-year increase of 42%, with total exports for the first ten months reaching approximately 6.51 million units, up 23% year-on-year [2] - Specific companies like BYD, Chery, and Geely reported significant export figures, with BYD exporting about 80,000 units in October [3] Group 4: New Energy Vehicles (NEVs) - NEVs remain a crucial growth driver, with wholesale sales of NEVs in October reaching approximately 1.621 million units, a year-on-year increase of 18.5% [4] - The penetration rate of NEVs reached 55.3% in October, with domestic brand NEVs achieving a penetration rate of 70.1% [4] Group 5: Future Outlook - Starting January 1, 2024, the purchase tax for NEVs will shift from full exemption to a 50% reduction, prompting consumers to feel a stronger urgency to purchase vehicles by year-end [5] - The upcoming months are expected to see increased enthusiasm for vehicle purchases in rural areas, particularly for NEVs and mid-to-low-end fuel vehicles [6]

中国汽车流通协会副会长王都表示，总体来看，汽车以旧换新政策带动市场消费效果显著，精准地 引导汽车消费升级和绿色转型。 王都：在申请以旧换新补贴的消费者中，有高达60%选择了购买新能源汽车，这强力推动了市场的 新旧动能转换，以旧换新政策，不仅是在促消费，更是在优结构上为汽车产业的高质量发展注入了强劲 动力。预计今年政策期满时补贴申请总量将超过1200万辆，直接带动的新车销售将接近1.7万亿元。 最新数据显示，今年前十个月，我国汽车产销量分别完成2769.2万辆和2768.7万辆，同比增长均超 过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%。在 出口方面，今年1至10月份，新能源汽车出口201.4万辆，同比增长超过九成。 中国汽车工业协会副秘书长陈士华：今年以来，新能源汽车继续实现较高增长，国内汽车以旧换新 补贴政策持续显效，推动了新能源汽车市场较高增长。我国新能源汽车车企新品供给持续丰富、产品技 术不断升级等也共同推动了新能源汽车市场实现较高增长。 此外，自2026年1月1日起，新能源汽车购置税将从全额免税调整为减半征收，每辆新能源乘用车减 税额不 ...

11月10日，中国汽车流通协会乘用车市场信息联席分会（以下简称乘联分会）发布的最新数据显示，2025年10月，全国乘用车市场零售销量约224.2万辆， 同比下降0.8%，环比下降0.1%；今年以来我国乘用车累计零售销量约1925万辆，同比增长7.9%。 | 零售(V) | | | | | | | 批发(9) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 零售 (单位: 万辆) | 轿车 650 | МРУ C | SUV Has | 狭义乘用车 合计 | 微客 GLES | 广义乘用车 合计 | 批发 (单位:万辆) | 轿车 600 | MPV C | SUV Car | 狭义 no | | 10目份 | 101.3 | 8.5 | 114.3 | 224.2 | 2.6 | 226.8 | 10月份 | 117.4 | 11.2 | 164.6 | 25 | | 글自殺 | 102.1 | 9.2 | 113.0 | 224.4 | 2.5 | 226.9 | 영目유 | 112. ...