Group 1: Market Overview - In the period from September 1 to 27, 2025, the national retail sales of passenger cars reached 1.776 million units, showing a year-on-year growth of 0% and a month-on-month increase of 12% [1] - Cumulative retail sales for the year reached 16.54 million units, reflecting an 8% year-on-year increase [1] - For the same period, wholesale sales of passenger cars amounted to 2.103 million units, with a year-on-year growth of 1% and a month-on-month increase of 16% [1] Group 2: New Energy Vehicles - Retail sales of new energy vehicles from September 1 to 27 reached 1.039 million units, marking a 9% year-on-year increase and a 17% month-on-month increase [1] - The penetration rate of new energy vehicle retail sales was 58.5%, with cumulative retail sales for the year at 8.609 million units, a 24% year-on-year growth [1] - Wholesale sales of new energy vehicles during the same period were 1.154 million units, reflecting a 12% year-on-year increase and a 21% month-on-month increase [1] Group 3: Sales Trends - The first week of September saw an average daily retail of 43,885 units, a 10% year-on-year decline [3] - The second week recorded an average daily retail of 48,652 units, showing a 1% year-on-year increase [3] - The third week had an average daily retail of 59,236 units, with a 9% year-on-year growth [4] Group 4: Wholesale Trends - The first week of September had an average daily wholesale of 44,984 units, a 5% year-on-year decline [8] - The second week recorded an average daily wholesale of 67,580 units, a 1% year-on-year decline [8] - The fourth week saw an average daily wholesale of 132,397 units, reflecting a 2% year-on-year increase [8] Group 5: Export Performance - In August 2025, China exported 764,000 vehicles, a 25% year-on-year increase, with cumulative exports from January to August reaching 4.94 million units, a 21% year-on-year growth [4] - The top ten countries for vehicle exports included Russia, UAE, and Mexico, with significant increases in exports to Australia and Algeria [10] - The export of new energy vehicles showed strong performance, particularly in markets like Belgium and the Philippines [12] Group 6: Market Dynamics - The introduction of new models at the Chengdu Auto Show has led to increased sales, although the overall contribution of new models has been below expectations due to a lack of entry-level popular models [5] - The traditional peak season of "Golden September and Silver October" is expected to boost sales, aided by national and local subsidies [6] - The market is experiencing a shift towards larger family vehicles, driven by changing family structures and increased demand for comfort and space [13]

点 击 蓝 字 关 注 我 们 本文全文共 3367 字，阅读全文约需 11 分钟 由于外部环境的剧烈变化，且出现超预期的普遍加关税的巨大外部变盘压力，消费心态也受到一定的影 响，但国家早有促进内需的政策导向，因此我们的发展靠"内、外需"共同推动的趋势日益明显，乘用车市场稳 内需的效果已经持续体现。随着一季度经济持续走稳，4月乘用车市场零售走势平稳向好。 3.2025年4月全国乘用车厂商销量平稳 乘用车： 4月1-20日，全国乘用车市场零售89.7万辆，同比去年4月同期增长12%，较上月同期下降9%， 今年以来累计零售602.4万辆，同比去期增长7%；4月1-20日，全国乘用车厂商批发99.3万辆，同比去年4月同 期增长14%，较上月同期下降12%，今年以来累计批发727.1万辆，同比增长12%。 新能源： 4月1-20日，全国乘用车新能源市场零售47.8万辆，同比去年4月同期增长20%，较上月同期下降 11%，零售渗透率53.3%，今年以来累计零售289.8万辆，同比增长33%；4月1-20日，全国乘用车厂商新能源批 发53万辆，同比去年4月同期增长23%，较上月同期下降7%，批发渗透率53.3%，今年以来 ...