以下文章来源于汽车公社 ，作者曹佳东 汽车公社 . 速度 深度 态度 来源丨汽车公社（ID： iAUTO2010 ） 作者丨曹佳东 编辑丨 何增荣 2025年，中国车市看似一路高歌猛进。乘联会狭义乘用车数据批发数据显示，全年汽车总销量达 2955.4万辆，同比增长8.8%。另据数据可知，自主车企全年累计销量达2050.2万辆，同比暴涨 16.6%，市场份额从2024年的64.7%跃升至69.5%。 但说实话，对于身在其中的每一个人而言，在经过一轮又一轮的价格战和舆论战的洗礼，谁又能真的 用笑脸喜迎未来呢？ 不出意外，在政策的强烈影响下，开年首月的市场氛围注定是悲观的。销售数据的下滑，是汽车消费 市场的摇摆不定所致，更意味着，全行业在"卖车"一事上，愈发深感压力的同时，对未来的不确定性 充满了生存焦虑。 而眼下，当乘联会秘书长崔东树指出，2025年1~12月行业销售利润率降至4.1%，创下历史新低。其 中12月1.8%的利润率也创下近期低点，环比下降2.6个百分点，同比下降2.3个百分点。 那种对于行业发展现状的担忧，几乎就是被公开摆上了台面。 残酷的现实 谁都无法视而不见 业内总认为，企业利润率的持续下滑并非 ...

Core Insights - The automotive industry in China generated revenue of 59,193 billion yuan from January to July 2025, reflecting an 8% year-on-year increase, while costs also rose by 8% to 52,056 billion yuan, resulting in a profit of 2,737 billion yuan, which is a modest increase of 0.9% year-on-year [1][3] - The profit margin for the automotive industry stands at 4.6%, which is lower than the average profit margin of 5.9% for downstream industrial enterprises, indicating a decline from the 4.8% margin recorded in the first half of 2025 [1][3] - In July 2025, the automotive industry reported revenue of 8,275 billion yuan, a 5% year-on-year increase, but profits fell by 17% to 293 billion yuan, leading to a profit margin of 3.5%, which is a significant drop from 4.4% in July 2024 [1][3] Automotive Industry Performance - The overall profit performance of the automotive industry in 2024 was weak, with a sales profit margin of only 4.3%, significantly below historical averages [3] - The sales profit margin for the automotive industry reached a recent low of 3.5% in July 2025, while the average for January to July 2025 was 4.6%, which is still considered a historical low [3] Economic Policies and Market Dynamics - Local governments are actively promoting "new energy" policies, which have effectively stimulated domestic demand, particularly through trade-in programs for consumer goods, including automobiles [1] - The central government is focused on stabilizing fuel vehicle consumption and promoting the scrapping and updating of vehicles, which is expected to improve the overall market conditions for the automotive industry [1] Industry Comparisons - The automotive industry's profit margin remains lower than that of other consumer goods, indicating that its recovery and profitability improvements are lagging behind other sectors [1] - The overall industrial sector saw a stable increase in revenue, with major industrial enterprises achieving a total revenue of 78.07 trillion yuan from January to July 2025, reflecting a year-on-year growth of 2.3% [5] Profitability Metrics - The average single vehicle revenue in the automotive industry was 327,000 yuan, with a single vehicle profit of 15,000 yuan during the first seven months of 2025 [5] - The automotive industry's profit structure is under pressure, with a notable decline in profit margins compared to previous years, particularly in the context of rising costs and competitive pressures [1][3]