| 产品 | | 去年 | 同比 | 产量（辆） 本年 | 去年同期 | 同比 | | 去年 | 同比 | 销量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | | | | | | 本月数 | | | 本年 | 去年同期 | 同比 | | | | 同月数 | 变化（%） | 累计数 | 累计数 | 变化（%） | | 同月数 | 变化（%） | 累计数 | 累计数 | 变化（%） | | 轻型客车 | 9,638 | 8,354 | 15.37% | 70,791 | 60,097 | 17.79% | 9,605 | 8,166 | 17.62% | 70,773 | 60,356 | 17.26% | | 卡车 | 7,886 | 5,335 | 47.82% | 54,822 | 44,881 | 22.15% | 7,714 | 4,827 | 59.81% | 52,726 | 42,927 | 22.83% | | 皮卡 | 5,496 | 5,71 ...

格隆汇10月8日｜德国卡车制造商戴姆勒(Daimler)公布，第三季度北美销量同比下降近40%，至30,225 辆。 ...

【深度观察】美国关税风暴来袭：药价翻倍、卡车断供、装修搁置，谁在真正买单？ 距离10月1日关税大限只剩三天，美国各大商超已提前上演现实版抢购风云。药店里慢性病患者攥着处方单反复核对价格，物流公司老板盯着暴涨25%的卡 车报价单发愁，装修工人看着标价飙升50%的橱柜直摇头——这场打着美国制造旗号的关税改革，正让普通家庭的钱包以肉眼可见的速度缩水。 马萨诸塞州的Biogen实验室里，科学家们看着瑞士进口的精密仪器报价单倒吸凉气——100%关税让600万美元的设备直接变1200万。研发总监红着眼睛宣 布：阿尔茨海默新药试验推迟半年，另外两个项目预算砍掉30%。据统计，全美已有12家生物科技公司被迫转做仿制药，创新药研发正在急刹车。 四、卡 车业陷入 墨西哥的戴姆勒工厂里，500辆滞销卡车排成长龙。25%的关税让每辆车贵出8.75万美元，相当于给每辆车镶了层金边。更糟的是，美国供应商突然把发动 机零件涨价23%，谈判僵局让生产线面临停摆威胁。 一、医药行业遭遇休克疗法 在诺和诺德德国工厂，工人们正紧急给30万盒降糖药Ozempic改换身份证。这些原本要发往美国的救命药，现在面临100%关税的过路费，相当于每盒要多付 ...

（原标题：欧盟与日本自信面对美国药品关税 称此前协议确保税率不会超过15%） 特朗普周四在Truth Social平台发文，宣布新一轮关税措施，其中还包括对卡车征收25%关税，对家具征 收30%-50%关税。特朗普表示，除非制药公司在美国建厂，否则100%的药品关税将适用于品牌药或专 利药。 智通财经APP获悉，欧盟与日本周五表示，已确认美国对其药品的关税设有限制。美国总统特朗普此前 宣布将于下周对这些产品征收100%关税。 瑞士罗氏公司周五表示，其美国子公司近期已启动新工厂建设。另一家瑞士制药商诺华今年早些时候也 承诺在美进行大规模投资，但未立即回应置评请求。有业内消息人士预估，基于美方初步表态，特朗普 周四宣布的关税措施可能不适用于这两家瑞士公司。 欧盟委员会援引了7月底与美国达成贸易协议后的联合声明，其中明确规定药品、半导体和木材的关税 税率将不超过15%。 欧盟委员会发言人表示："这一明确的15%全面关税上限为欧盟出口商提供了保障，确保欧洲企业不会 面临更高关税。欧盟是美国唯一达成此结果的贸易伙伴。" 日本也引用了与美国的联合声明，称美国对日本半导体和药品的关税税率不会超过对欧盟等其他贸易伙 伴的税率 ...

智通财经APP获悉，9月26日，中国汽车流通协会发布，2025年1-8月，商用车新车零售销量为201.40万辆，累计同比增长7.37%。其中8月销量为24.62万 辆，同比增长14.03%，环比下降1.52%。2025年1-8月，商用车出口销量为71.41万辆，累计同比增长23.77%。其中8月出口销量为9.40万辆，同比增长 11.52%，环比下降0.36%。 一、2025年8月零售销量 中国汽车流通协会商用车专业委员会提供的销量数据显示，2025年8月全国商用车零售销量为24.62万辆，同比增长14.03%，环比下降1.52%。 TOP5企业零售销量占比38.11%，依次为福田汽车、上汽五菱、一汽解放、重汽豪沃、江铃汽车。 从不同车型来看，具体如下： 卡车：8月零售销量为20.43万辆，同比增长17.62%，环比下降0.06%。TOP5企业零售销量占比40.47%，依次为福田汽车、上汽五菱、一汽解放、重汽豪 沃、江淮汽车。 客车：8月零售销量为4.19万辆，同比下降0.76%，环比下降8.10%。TOP5企业零售销量占比为56.42%，依次为上汽五菱、吉利远程、上汽大通、江铃汽 车、福田汽车。 二、202 ...

Group 1 - The core viewpoint of the article highlights a decline in the production of passenger and commercial vehicles in Russia during the first eight months of 2025, with specific figures indicating a significant downturn in both sectors [1] Group 2 - In the passenger car segment, production decreased by 2.9% year-on-year, totaling approximately 420,000 units [1] - August saw a particularly weak performance, with a year-on-year decline of 27.6%, resulting in a production of about 37,500 units, which is a 34.2% decrease compared to July [1] Group 3 - In the commercial vehicle sector, truck production for the first eight months reached 86,300 units, reflecting a year-on-year drop of 28.7% [1] - However, there was a month-on-month improvement in August, with truck production at approximately 93,000 units, marking a 12% increase from July [1] Group 4 - Additionally, the production of passenger buses over 5 tons fell by 37.1% year-on-year, with a total output of 6,100 units in the first eight months [1]

Core Viewpoint - The strategic cooperation framework agreement signed between Beiben Truck and China Henan International Group marks a significant step towards enhancing collaboration and business synergy, particularly in overseas markets and the Belt and Road Initiative [1][3]. Group 1: Strategic Cooperation - Beiben Truck and China Henan International Group have a 23-year history of collaboration, with Beiben Truck's products expanding in overseas engineering markets due to the support from China Henan International Group [3]. - The agreement aims to build a service and spare parts support system for key overseas markets, enhancing project support capabilities and contributing to higher quality development for China Henan International Group [3]. Group 2: Leadership Statements - Beiben Truck's Chairman, Mou Yuehui, congratulated China Henan International Group on its successful restructuring and expressed gratitude for the long-term trust and support [3]. - China Henan International Group's Chairman, Qin Ling, welcomed the visit and outlined the group's restructuring background and strategic focus, emphasizing the need for greater resource allocation in their partnership [3].

Core Viewpoint - The automotive market in China is expected to maintain strong growth in 2025, driven by macroeconomic factors and government policies promoting consumption [1] Group 1: Market Trends - In August, the overall performance of the national automotive market was strong, with noticeable recovery in both the truck and bus markets [1] - Retail sales in August significantly outpaced wholesale sales, leading to a slowdown in passenger vehicle retail despite good growth in manufacturer sales [1] - The new energy vehicle segment showed robust performance, and the automotive export market continued to strengthen [1] Group 2: Commercial Vehicle Insights - The commercial vehicle market exhibited structural growth driven by new energy, with accelerated electrification in logistics and transportation vehicles as well as pickup trucks [1] - Manufacturer inventory levels changed little, indicating stable supply dynamics in the market [1]

Group 1 - The macroeconomic environment in 2025 is expected to maintain strong growth, driven by national policies promoting consumption, leading to robust growth in the automotive market, particularly in August with significant recovery in both truck and bus markets [1] - Retail sales in August 2024 were significantly stronger than wholesale, resulting in a slowdown in passenger car retail sales, although manufacturer sales growth remained strong [1][4] - The commercial vehicle market is experiencing structural growth driven by new energy vehicles, with accelerated electrification in logistics and pickup models [1][4] Group 2 - The automotive market is expected to see a divergence in trends between passenger and commercial vehicles in 2025, with passenger vehicle growth projected at 13% due to policy support, while commercial vehicles benefit from electrification [4][6] - Cumulative automotive sales from January to August 2025 reached 20.98 million units, with a year-on-year growth of 12%, and August sales totaled 2.81 million units, up 14.1% year-on-year [6][11] - The performance of major automotive groups is showing significant divergence, with some state-owned enterprises lagging behind, while companies like BYD and Chery are performing well [8][10] Group 3 - The passenger vehicle market is seeing a rapid increase in new energy vehicles, with cumulative sales of narrow passenger vehicles reaching 18 million units from January to August 2025, a growth of 13% [15][20] - In August 2025, sales of new energy passenger vehicles reached 1.28 million units, a year-on-year increase of 22%, with cumulative wholesale sales of 8.94 million units, up 34% [23] - Traditional fuel passenger vehicle sales are under pressure, with 2023 sales at 16.66 million units, remaining flat compared to 2022, and a projected decline of 10% in 2024 [27] Group 4 - The bus market is showing strong performance, with cumulative sales of buses reaching 590,000 units from January to August 2025, a growth of 21%, and August sales of 78,000 units, up 28% year-on-year [35][33] - The truck market is also experiencing growth, with cumulative truck sales of 2.39 million units from January to August 2025, a growth of 5%, and August sales of 270,000 units, up 17% year-on-year [35][37]

Core Insights - In July, China's truck exports to Russia increased by 50% month-on-month, reaching $10.837 million [2] - The export value of trucks over 20 tons surged by 1200% to $6.828 million, while other categories experienced declines [2] Summary by Category Export Performance - The overall export value of trucks from China to Russia rose to $10.837 million in July, marking a significant month-on-month increase of 50% [2] - Exports of trucks over 20 tons saw a dramatic increase of 1200%, amounting to $6.828 million [2] - Conversely, exports of trucks under 5 tons decreased by 15.6% to $1.027 million [2] - Exports of trucks between 5 to 20 tons fell by 69.3% to $0.346 million [2] - Exports of dump trucks declined by 40.3% to $2.634 million [2] Russian Truck Sales - Sales of heavy trucks (over 16 tons) in Russia dropped by 61.6% year-on-year, totaling 1,640 units [2] - Sales of medium trucks (3.5 to 16 tons) also saw a significant decline of 48.6%, with 987 units sold [2]