人民财讯12月24日电，乘联分会消息，12月1—21日，全国乘用车新能源市场零售78.8万辆，同比增长 1%，较上月同期增长3%，全国乘用车市场新能源零售渗透率60.6%，今年以来累计零售1226万辆，同 比增长18%。 ...

Core Insights - The retail sales of new energy vehicles in China's passenger car market reached 502,000 units from August 1 to 17, representing a year-on-year growth of 9% and a month-on-month increase of 12% [1] - The market penetration rate for new energy vehicles in the passenger car sector is 58.0% [1] - Cumulatively, retail sales for the year have reached 6.958 million units, showing a year-on-year increase of 28% [1]

7月24日，乘联分会发文称，初步推算本月狭义乘用车零售总市场约为185万辆左右，同比去年增长 7.6%，环比上月下降11.2%，其中新能源零售预计可达101万，渗透率提升至54.6%左右。 ...

Group 1 - Report's industry investment rating: Not provided Group 2 - The core view of the report: Still treat steel as a short - selling opportunity on rebounds [3] Group 3 - From January to May 2025, China exported 471.7 million tons of steel billets, 165.4 million tons of steel bars, and 459.3 million tons of wire rods, with year - on - year increases of 355 million tons, 78 million tons, and 131.6 million tons respectively, a total increase of 565 million tons [2] - On June 23, the average cost of 76 independent electric arc furnace construction steel mills was 3,260 yuan/ton, unchanged from last Friday. The average profit was - 133 yuan/ton, and the off - peak electricity profit was - 31 yuan/ton, a decrease of 2 yuan/ton from last Friday [2] - The Passenger Car Association predicts that the retail sales of narrow - sense passenger cars in June will reach 2 million, a year - on - year increase of 13.4% and a month - on - month increase of 3.2%. Among them, new energy retail sales are expected to reach 1.1 million, and the penetration rate will rebound to about 55% [2] - The prices of finished steel products rose and then fell yesterday, with small cross - star candlesticks for rebar and hot - rolled coils, showing little fluctuation. Market drivers are weak, and weak demand still exerts pressure on prices [2] - Later, pay attention to macro policies and downstream demand [3]