【环球网财经综合报道】日前，中国汽车工业协会常务副会长兼秘书长付炳锋表示，2025年我国汽车产销有望超过 3400万辆，再创新高，连续三年保持在3000万辆以上规模。其中，新能源汽车已成为市场主导力量，国内新车销量占 比超过50%。 《南华早报》近日发文称，2025年底的平淡销售数据，将对今年的中国电动车市场构成不利预期，低价汽车制造商面 临降价压力，以适应二手车补贴机制的调整。与此同时，中国重新启动汽车交易补贴计划，比市场预期提前至少一 周，旨在提振国内汽车销售市场，应对预计2026年可能出现的销售下滑。 另据UBS预计，尽管西方的贸易壁垒日益增加，到2030年，中国汽车制造商仍有望占据全球汽车市场约三分之一份 额，并在国外业务形成大部分利润，这凸显了中国电动车优势的韧性。 ...

免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 据塔斯社援引俄罗斯工业与贸易部提供的数据，2025年俄罗斯汽车市场售出149.6万辆新车，销售数量 与上年相比减少19%。 数据显示，2025年俄国内市场售出131.7万辆轿车，同比下降15%，以及10.71万辆轻型商用车（同比下 降24%），5.76万辆卡车（同比下降53%）和1.43万辆客车（同比下降31%）。2025年俄罗斯电动车销量 为1.35万辆，与2024年相比减少了30%。 俄汽车市场分析机构"机动车统计网"（Autostat）的分析师对媒体说，截至2025年底，中国品牌新车的 市场份额达到52-53%，俄罗斯品牌新车占比为32-33%，预计2026年，俄罗斯品牌新车的市场份额有可 能升至40%，中国品牌新车在俄罗斯的市场份额将有所回落。 分析师认为，202 ...

智通财经APP获悉，12月30日，乘联分会秘书长崔东树发文表示，2025年11月的世界汽车销量达到859万台，同比增1%，环比10月增1%。随着中国和美国 车市的相对放缓，2025年11月世界车市销量增长放缓。2025年1-11月销量8766万台，同比增长6%。中国汽车的世界份额不断提升，11月中国的世界份额 回升到40%的较好水平，较去年提升1个百分点。2024年中国车市达到34.2%，2025年1-11月份中国车市达到世界35.4%，较同期增长1.2个百分点。 2025年1-11月的全球汽车销量增长6%，其中中国汽车销量3108万台增长11%，美国销量1518万台增2%，印度销量507万台增5%，日本销量422万台增3%， 德国销量289万台、与上年持平。目前看中国市场最有活力，增速快。俄罗斯市场下滑严重，墨西哥的增速放缓，而南美的阿根廷等市场表现较好。 今年世界前10车企中3家中国车企的份额是上升较强的，比亚迪达到世界第6位、吉利第8位，奇瑞第10位。电动化发展也导致部分国际车企逐步走向衰 落。除了美国市场异常暂时较强和铃木等印度市场较好的因素促进，其它国际品牌份额出现全面较大的下滑。 当月世界汽车销量 ...

Group 1 - The global automotive market is experiencing a significant recovery, with China's market share increasing to 38% in August 2025, up 4 percentage points from the previous year [1][15] - In the first eight months of 2025, global automotive sales reached 61.98 million units, a 6% year-on-year increase, with China contributing 21.1 million units, reflecting a 12% growth [4][12] - The performance of Chinese automotive brands is strong, with BYD ranking 6th, Geely 9th, and Chery 11th globally, indicating a shift in market dynamics favoring domestic brands [2][19] Group 2 - The global automotive market is projected to grow steadily, with 2025 showing a 6% increase in sales compared to the previous year, despite a slight decline in August sales compared to July [4][5] - The Chinese automotive market is characterized by rapid growth, particularly in the electric vehicle segment, which is contributing to the decline of some international brands [2][21] - The performance of major international automotive groups varies, with Toyota maintaining a stable market share while Volkswagen and Honda are experiencing declines [20][21] Group 3 - The automotive market in developing countries is showing significant strength, with countries like Argentina performing well, contrasting with declines in markets like Russia and Mexico [1][12] - The overall market dynamics indicate a shift towards Asian automotive manufacturers, with increased sales and market share for companies like BYD and Geely [19][21] - Seasonal factors and policy changes, such as subsidies in China, are influencing market performance, with expectations of continued growth in the latter half of 2025 [15][18]

巴西《经济价值报》9月15日报道，受巴西市场需求下降和高利率影响，8月巴西汽车产量为24.7万 辆，同比下降4.8%。销量低迷的车型主要为重型卡车，同比下降22.6%。1至8月，面向租赁公司的巴西 汽车直接销量增长12.6%，面向散客的零售市场销量下降4.3%。根据巴西汽车制造商协会（Anfavea） 数据显示，个人贷款平均利率为27.3%，法人贷款平均利率为18%。在此期间，进口汽车销售额增长 17.3%。8月，中国进口汽车占巴西进口汽车市场32%，销量占市场份额7.8%。 （原标题：8月中国进口汽车占巴西进口汽车市场32%，销量占市场份额7.8%） ...

Domestic News - Hubei Province's five pillar industries, including optoelectronic information, automotive manufacturing and services, modern chemicals, health care, and modern agricultural product processing, have all achieved "double over half" and aim to exceed 1 trillion yuan in scale for the year [2] - In the first half of the year, China implemented over 5.28 million vehicle recalls, with 87 recall actions taken, involving 5.2806 million vehicles [3] International News - The UK automotive production in the first half of 2025 reached its lowest level since 1953, with a 7.3% decline in car production and a significant 45% drop in the production of light commercial vehicles [4] Company News - Tesla reported a net profit of $1.172 billion for Q2 2025, a 16% year-on-year decrease, with revenues of $22.5 billion, down 12% year-on-year [5] - Lucid Motors has formed a U.S. battery materials alliance with key mineral producers to accelerate the development and procurement of domestic critical minerals for the automotive industry [6] - Chinese automotive manufacturers have achieved a record market share in Europe, with a 91% increase in registrations since the beginning of the year, reaching a market share of 5.1% in the first half of the year [7] - BYD plans to start production at its Hungary factory by the end of this year, targeting a peak capacity of 300,000 vehicles [8] - XPeng Motors has officially launched its first overseas manufacturing base in Indonesia, marking a milestone in its global localization strategy [9] - GAC Aion delivered the first prototype of its flying car, GOVY AirCab, with plans to start mass production in 2026 [10] - NIO's 800,000th vehicle, the L90 model, has rolled off the production line, with deliveries set to begin on August 1 [11] - Fang Yunzhu has taken on multiple roles within companies under Nezha Auto, indicating a strategic shift in management [12]

Core Insights - The global automobile sales in April 2025 reached 7.56 million units, reflecting a year-on-year increase of 5% [1] - Despite the growth in the U.S. and Chinese markets, April 2025 sales are still 1% lower than the peak in April 2018, indicating a stable mid-to-high level in historical context [1] - From January to April 2025, total sales amounted to 30.26 million units, also showing a year-on-year growth of 5% [1] - China accounted for 33% of global automobile sales in the first four months of 2025, with the initial low sales in Chinese markets attributed to the typical effects of the Spring Festival [1] - The Chinese automobile market began to strengthen in March and April 2025 as the effects of policy stimulus became evident [1]