智通财经APP获悉，8月23日，乘联分会秘书长崔东树发布2025年1-7月中国汽车出口市场分析。2025年1-7月中国汽车实现出口418万辆，同比2024年1-7月 增速20%，7月中国汽车实现出口70万辆，同比增27%，环比增12%，同比走势总体较强。今年的主要动力仍是中国产品竞争力提升和全球南方国家市场的 小幅增长。 2025年7月中国汽车出口总量的前10国家：俄罗斯48712辆、阿联酋44185辆、墨西哥43074辆、比利时32621辆、英国31891辆、菲律宾27624辆、澳大利亚 24501辆、沙特22521辆、哈萨克斯坦20740辆、马来西亚15848辆，其中本期较同期增量增大的前五个是：英国20125辆、菲律宾14270辆、阿尔及利亚 13579辆、阿联酋11824辆、哈萨克斯坦8793辆。俄罗斯市场的中国车企防风险意识提升，虽然1-7月俄罗斯国内销量下滑不大，但2025年1-7月我们对俄罗 斯的出口下降幅度较大，7月俄罗斯重回出口第一。 2025年累计整车出口总量的前10国家：墨西哥322264辆、阿联酋271012辆、俄罗斯228040辆、比利时183874辆、巴西174888辆、英国168 ...

Group 1: Market Overview - From August 1 to 10, the national retail sales of passenger cars reached 452,000 units, a year-on-year decrease of 4%, but a month-on-month increase of 6%. Cumulative retail sales for the year reached 13.198 million units, a year-on-year increase of 10% [1][3] - During the same period, wholesale sales of passenger cars amounted to 403,000 units, a year-on-year increase of 16%, but a month-on-month decrease of 3%. Cumulative wholesale sales for the year reached 15.927 million units, a year-on-year increase of 13% [1][5] Group 2: New Energy Vehicles - Retail sales of new energy passenger cars from August 1 to 10 reached 262,000 units, a year-on-year increase of 6%, with a retail penetration rate of 57.9%. Cumulative retail sales for the year reached 6.717 million units, a year-on-year increase of 28% [1][3] - Wholesale sales of new energy vehicles during the same period were 229,000 units, a year-on-year increase of 15%, with a wholesale penetration rate of 56.8%. Cumulative wholesale sales for the year reached 7.862 million units, a year-on-year increase of 35% [1][5] Group 3: Used Car Market - In the first half of 2025, the national used car market transaction volume reached 9.57 million units, a year-on-year increase of 2%. The transaction amount was 623.2 billion yuan, a slight decrease of 0.3% [4][6] - In June 2025, the used car market transaction volume was 1.6575 million units, with a transaction amount of 106.8 billion yuan, reflecting a year-on-year increase of 9.2% [4][6] Group 4: Pricing Trends - The average price of passenger cars in July 2025 was 169,000 yuan, a decrease of 800 yuan compared to the same period last year. The average price for the first seven months of 2025 was 171,000 yuan, down 6,000 yuan from 2024 [7][8] - The average price of luxury cars in July 2025 was 358,000 yuan, showing a slight year-on-year increase of 0.4% [8] Group 5: Regional Market Dynamics - The national retail market for passenger cars showed a year-on-year growth of 11% in the first half of 2025, with a notable "strong North, weak South" characteristic. The market share in the North increased by 3.3 percentage points compared to the previous year [9] - The subsidy policies have encouraged the recovery of the economy segment, particularly benefiting small and micro electric vehicles, which reflects the fairness of the policy [9]

人民财讯8月11日电，中国汽车工业协会副秘书长陈士华在8月11日中汽协月度信息发布会上表示，新能 源汽车成为拉动汽车出口增长的主要动力。7月传统燃料汽车出口35万辆，环比下降9.6%，同比下降 4.3%；新能源汽车出口22.5万辆，环比增长10%，同比增长1.2倍。 ...

Core Insights - In the first half of 2025, China's automobile exports to Iraq increased by 71.4%, reaching 18,000 units compared to 10,500 units in the same period of 2024 [1] Summary by Category Export Performance - China's automobile exports to Iraq amounted to $244 million, with an average price of $13,300 per vehicle [1] - Japan exported approximately 12,000 vehicles worth $400 million, with an average price of $34,500 [1] - South Korea's exports totaled 9,500 vehicles valued at $252 million, with an average price of $26,500 [1] Market Share and Composition - The share of vehicles exported by the three countries with engine displacement between 1500-3000CC accounted for 34% of total exports, while those above 3000CC represented 30%, and below 1500CC accounted for 20% [1] - Hybrid vehicles have seen growth, making up 10% of Iraq's total automobile imports [1]

Core Insights - The passenger car market in July 2025 saw record highs in retail, exports, wholesale, and production, with new energy vehicle (NEV) exports reaching an all-time monthly high [1] - Domestic retail of passenger cars from January to July 2025 achieved a cumulative growth of 10.1%, with July's retail growth at 6.3%, indicating a "low-high-flat" trend for the year [1][2] - The price war in the market has moderated, with various hidden incentives emerging, while NEV promotions remained stable at 10.2% in July [1][4] Retail Performance - In July, the national retail of passenger cars reached 1.826 million units, a year-on-year increase of 6.3% but a month-on-month decrease of 12.4% [2][9] - Cumulative retail from January to July 2025 was 12.728 million units, reflecting a 10.1% year-on-year growth [2][9] - The retail penetration rate of NEVs in July rose to 54.0%, supported by policies like tax exemptions for NEVs [2][15] Production and Wholesale - In July, the production of passenger cars was 2.229 million units, a year-on-year increase of 12.1% [7][9] - The wholesale of passenger cars reached 2.221 million units in July, marking a historical high for the month, with a year-on-year growth of 13.0% [9] - NEV production in July was 1.147 million units, up 22.3% year-on-year, while NEV wholesale reached 1.181 million units, a 24.4% increase [10][12] Export Trends - In July, total automobile exports reached 694,000 units, with an export value of $11.837 billion [7] - NEV exports accounted for 44.7% of total exports, with a year-on-year increase of 19 percentage points [7][16] - The export of NEVs in July was 213,000 units, a significant year-on-year growth of 120.4% [16] Market Dynamics - The overall inventory of passenger cars decreased by 90,000 units in July, indicating a proactive inventory reduction by manufacturers [10] - The market for traditional fuel vehicles saw a decline in exports, while NEV exports grew significantly, highlighting a shift in market dynamics [2][7] - The competitive landscape is evolving, with traditional automakers like Geely, Chery, and Great Wall Motors showing improved market shares in the NEV segment [5][18] Brand Performance - In July, domestic brands sold 1.21 million units, achieving a market share of 65.9%, a year-on-year increase of 4 percentage points [5] - The retail share of luxury vehicles decreased to 9.3%, with a year-on-year decline of 3 percentage points [5] - New energy vehicle sales from new entrants accounted for 21.4% of the market, reflecting a growing presence of new players [20]

日产中国与东风集团股份新设合资出口公司，并不令人意外。近几年，双方的合资公司东风日产在华销量已持续下滑，增加出口销量是当务之急。东风集团 股份发布的数据显示，2021年至2024年，东风日产累计销量分别为106.71万辆、91.73万辆、72.31万辆、63.12万辆，同比分别下滑11.04%、14.04%、 21.53%、12.7%。今年1至6月，东风日产累计销量25.28万辆，同比下滑23.5%。 东风日产在国内拥有一百多万的年产能，销量低迷已造成产能空置。根据东风日产官网信息，该公司目前在广州、襄阳、郑州、大连、武汉均有产能布局， 整车年产能约148万辆。按照2024年年产量（63.28万辆）计算，东风日产目前的产能利用率只有43%左右。 为此，东风日产从去年开始通过关闭工厂、转让产能等方式实施降本增效。2024年，东风日产关闭了位于江苏常州的年产能约12万辆整车工厂。今年7月， 岚图汽车收购了原本由东风日产使用的东风集团股份旗下一个年产15万辆整车工厂。 另外，日产汽车在2024年3月发布"The Arc日产电弧计划"时就曾明确指出，2025年开始在中国市场整车出口，第一阶段实现出口10万辆的目标。 ...

Group 1 - In June 2025, the export of complete vehicles reached 619,000 units, a month-on-month decrease of 10.9% but a year-on-year increase of 27.7% [1] - The export value in June 2025 amounted to 10.75 billion USD, reflecting a month-on-month decline of 10.3% and a year-on-year growth of 23% [1] - From January to June 2025, the total export of complete vehicles was 3.473 million units, representing a year-on-year increase of 18.6% [1] Group 2 - The total export value from January to June 2025 reached 59.67 billion USD, which is an 8.2% year-on-year increase [1]

Core Viewpoint - The article discusses the significant challenges faced by Chinese automotive brands in the Russian market, highlighting recent regulatory changes and declining market share as key factors impacting their operations [5][9]. Regulatory Changes - On July 30, 2023, Russia's Federal Technical Regulation and Metrology Agency announced a ban on several Chinese truck brands, citing safety concerns such as inadequate braking performance and noise levels [6][13]. - A new vehicle scrappage tax regulation effective from August 1, 2025, imposes additional taxes based on the price difference between domestic sales and overseas procurement, further complicating the cost structure for Chinese manufacturers [6][14]. - The Russian automotive certification system has undergone a comprehensive reform, requiring all imported vehicles to pass mandatory testing in local laboratories, which increases compliance costs and delays [6][15]. Market Performance - In June 2023, Chinese automotive exports to Russia fell by 75%, and the overall export performance in the first half of the year declined by 62%, leading to a drop in market share from over 60% to 45.3% [8][16]. - The market share of Chinese brands in the Russian truck market was reported at 27.6% in the first half of 2025, but the recent bans have severely impacted sales [13][19]. Historical Context - Chinese automotive brands rapidly filled the market gap left by Western manufacturers after sanctions were imposed, achieving a market share of over 60% within two years [11][21]. - The number of Chinese automotive dealerships in Russia increased significantly, from around 40 to over 600, indicating a strong initial market presence [11]. Challenges and Risks - The increasing scrappage tax and stringent certification requirements have eroded the price competitiveness of Chinese vehicles in Russia, leading to a potential exit of many small and medium-sized manufacturers from the market [15][20]. - Reports indicate that the quality of Chinese vehicles has been criticized for not meeting local climate and usage conditions, which has affected consumer perception and sales [21][22]. Strategic Recommendations - To mitigate risks, Chinese automotive companies are advised to diversify their export markets beyond Russia, focusing on emerging markets in Southeast Asia, the Middle East, Africa, and Latin America [22]. - Long-term strategies should include enhancing technological research and development, improving supply chain resilience, and transitioning from "Made in China" to "Globally Intelligent Manufacturing" to build sustainable competitive advantages [22].

Core Viewpoint - Chinese truck manufacturers face significant challenges in the Russian market due to new regulations and bans on several brands, which are seen as targeted actions against Chinese automotive companies [1][2][7]. Regulatory Changes - The Russian government has banned imports and sales of multiple truck models from Chinese brands Dongfeng, Foton, FAW, and China National Heavy Duty Truck due to safety concerns, including inadequate braking performance and noise levels [1][2]. - A new vehicle scrappage tax regulation effective from August 1, 2025, imposes additional costs on Chinese vehicles, requiring an extra 50% tax on the price difference between domestic sales and overseas procurement [2][8]. - The Russian automotive certification system has undergone a comprehensive reform, mandating that all imported vehicles pass mandatory testing in local laboratories, which increases costs and delays for Chinese manufacturers [2][11]. Market Impact - In June and the first half of the year, Chinese automotive exports to Russia fell by 75% and 62% respectively, leading to a drop in market share from over 60% to 45.3% [3][5]. - The ban on certain truck brands has resulted in a significant loss of market share, with the affected brands accounting for 27.6% of the Russian truck market in the first half of the year [7][8]. - The overall sales of Chinese vehicles in Russia have been severely impacted, with reports indicating that over 100 Chinese automotive showrooms have closed in the country [12][16]. Historical Context - Chinese automotive brands initially filled the gap left by Western manufacturers exiting the Russian market due to sanctions, achieving a rapid increase in market share and sales volume [5][6]. - The rapid growth of Chinese automotive brands in Russia has now led to a backlash from the Russian government, which is concerned about over-reliance on Chinese imports and the impact on local manufacturers [14][15]. Future Outlook - The current situation highlights vulnerabilities in the internationalization strategy of Chinese automotive companies, particularly their reliance on complete vehicle exports and low local production [12][16]. - To regain confidence in the Russian market, Chinese brands may need to consider local production and diversify their export markets to regions like Southeast Asia, the Middle East, Africa, and Latin America [16].

Group 1 - The core viewpoint of the articles highlights the significant growth and achievements of Leap Motor, with July 2023 marking a record high in vehicle deliveries, reaching 50,129 units, a year-on-year increase of over 126% [1] - Leap Motor has entered the Fortune China 500 list for the first time, showcasing its strong development momentum [1] - The company exported 20,375 vehicles to overseas markets in the first half of the year, with notable performance in Germany, where it received recognition as the best new brand in the "2025 Dealer Satisfaction Report" [1] Group 2 - Leap Motor launched the new C11 model on July 10, starting at 149,800 yuan, featuring upgrades in design, cabin, range, driving assistance, and safety [1] - The B01 model was officially launched on July 23, starting at 89,800 yuan, targeting young consumers with features like laser radar and a long range of 650 km [1] - The "2023 China Automotive Resale Value Research Report" listed several Leap Motor models, including C16, C10, T03, and C01, indicating strong market performance [1] Group 3 - Leap Motor has established over 600 overseas stores, expanding into more than 30 international markets, including Europe, the Middle East, Africa, and Asia-Pacific [2] - In mainland China, Leap Motor operates 951 stores, including 319 Leap Centers, 491 Experience Centers, and 141 Service Centers [2] - The first S-level Leap Center in China, located in Chongqing, opened in July, integrating sales, delivery, and service [2]